BeeDo Member's Guide (full)

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Contents

Beedo logo 80x65.png About BeeDo

Beedo logo 80x65.png BeeDo Personal Development Process

Beedo logo 80x65.png Key definitions

Beedo logo 80x65.png Frequently Asked Questions

Beedo logo 80x65.png Users

Beedo logo 80x65.png Space and Activities

Beedo logo 80x65.png Calendar

Beedo logo 80x65.png What is BeeDo Space?


Beedo space (or personal space) is a space where all the information you create is stored. You can have an unlimited number of spaces. If you are a natural entity, you will have a personal space for task planning. The information in this space will be available only to you, unless you indicate otherwise. If you are a legal entity, you will have a common zone for all your employees. In such a case, every entry (task) will be available to all persons assigned to that space. For more about spaces, see Chapters “Personal Space” and “Member Rights, Confidentiality”.



Beedo logo 80x65.png What is BeeDo Activity?


Activity. To start working with Bedoo, create one or several activities in your personal space. Activity defines the common area of tasks (e.g. growing tomatoes, car service works). Once you have created an activity, you can grant the following rights to any other Beedo member: see the activity – the person can see and edit the main information, but does not have the right to manage activity members; manage members – the person, same as you, is a full activity administrator.



Beedo logo 80x65.png How to manage user rights via Space and Activities?


Publicity of your data depends on you. By default, your personal space where you create entries is visible to you only. However, you can add more people to your space:

  • you can add a person to the “CC” of a specific task. In this way, that person will be able to follow changes in your task.
  • you can add an activity which can be accessed not only by you. In this way, when creating an activity indicate member rights: the possibility work with tasks or the possibility work both with tasks and members. These rights are assigned via the Activity editing tab concerned.



Beedo logo 80x65.png How to change Space/Activity rights?


To assign, edit or withdraw rights, click “Projects” and open the space or Activity concerned.

On the right of the editing tab that opens, you will see “Rights” field.

  1. To add a person, enter the name or e-mail address into the search field. Rights can be assigned only to persons registered in the BeeDo system.
  2. To edit the rights assigned to a certain person, click the arrow next to a person’s name. Select the type in the expandable menu.
  3. To remove a member from the space, tick the name of the person concerned. An empty box shows that the person has no rights. Attention! If you remove a person from the space, that person will be removed from all activities and projects belonging to that space.



Beedo logo 80x65.png Spaces management


Here you can manage all your spaces. Just the owner of Space can change settings. In the Spaces settings you can:

  • Enable/disable module "Plans"
  • Enable/disable module "Functions"
  • Show or hide functions in the projects lists in the project filters
  • Create default buffers
  • Create default stages of functions



Beedo logo 80x65.png Tasks

Beedo logo 80x65.png Projects

Beedo logo 80x65.png Procedures

Beedo logo 80x65.png Plans

Beedo logo 80x65.png Plans. For manager

Beedo logo 80x65.png Working time history

Beedo logo 80x65.png Functions

Beedo logo 80x65.png Events

Beedo logo 80x65.png Contacts

Beedo logo 80x65.png CRM

Beedo logo 80x65.png SMS sending

Beedo logo 80x65.png Invoicing

Beedo logo 80x65.png Document management

Beedo logo 80x65.png Newsletters / Digest

Beedo logo 80x65.png Quick BeeDo Control

Beedo logo 80x65.png Member Rights, Confidentiality

Beedo logo 80x65.png Settings

Beedo logo 80x65.png Mobile integration

Beedo logo 80x65.png Production

Personal tools
Namespaces

Variants
Actions
Navigation
Toolbox
Print/export