Spaces

At HumbleBear, we're thrilled to introduce our latest feature: Spaces. Designed with the dynamic needs of business owners in mind, Spaces offers versatile views to streamline your workflow—whether it's for sales, operations, or any other crucial aspect of your business.

What is Spaces?

Spaces is an innovative feature that provides multiple ways to visualize and manage your tasks and projects. It includes:

• Kanban View: A visual workflow management tool that helps you organize tasks using cards and columns.

• Table View: A structured, spreadsheet-like view for detailed data management and analysis.

• Calendar View: An integrated calendar to schedule tasks, track deadlines, and manage time effectively.

Benefits of Using Spaces

1. Enhanced Organization and Productivity With Spaces, you can keep your tasks and projects well-organized, enabling you to prioritize and manage your workload more efficiently. The Kanban view is perfect for visual thinkers, allowing you to drag and drop tasks between different stages of completion.

2. Flexible Project Management The versatility of Spaces allows you to switch between views effortlessly. Use the Table view to dive deep into data, track metrics, and gain insights into your operations. The Calendar view helps you keep an eye on important dates, ensuring you never miss a deadline.

3. Improved Team Collaboration Spaces fosters better collaboration by providing a clear overview of ongoing projects and tasks. Team members can easily see what needs to be done, who is responsible, and the progress being made. This transparency boosts accountability and encourages effective teamwork.

4. Customizable and User-Friendly Spaces is designed to be intuitive and customizable, adapting to your unique business needs. You can tailor each view to suit specific projects, whether it's a sales pipeline, an operational workflow, or a marketing campaign.

5. Real-Time Updates and Notifications Stay on top of your tasks with real-time updates and notifications. Spaces ensures that you are always informed about any changes or updates to your projects, allowing you to respond promptly and keep everything on track.

By leveraging the power of Spaces, business owners can achieve greater efficiency, clearer communication, and more effective project management. Whether you're handling complex sales pipelines or coordinating operational tasks, Spaces provides the tools you need to elevate your workflow and drive your business forward.

Experience the Future of Workflow Management with Spaces. Discover how Spaces can transform the way you organize, collaborate, and succeed in your business endeavors.

Understanding the Space

• Space: Space is your main workspace. Think of it as a virtual whiteboard where you organize your work. You can create different Spaces for different teams or projects (e.g., "Sales Pipeline," "HR Onboarding," "Project X").

• Status (Formerly Columns): Statuses represent the stages of your workflow within a Space. For example, in a "Sales Pipeline" Space, you might have statuses like "Lead," "Qualified," "Proposal Sent," and "Closed." You can customize status names to reflect your specific workflow.

• Card: Cards represent individual tasks, items, or records within a Space. For example, in a "Sales Pipeline" Space, a card might represent a specific lead or opportunity. Cards move from left to right across statuses as they progress through the workflow.

Working with Cards

Cards are the heart of your Spaces. Here's a breakdown of the powerful features you can access within each card

• Recurring Tasks: Automate repetitive tasks by setting them to recur on a daily, weekly, monthly, or custom basis. Define the recurrence pattern and HumbleBear will automatically create new cards for you. This saves time and ensures that important tasks are never missed.

• Card Reminders: Set reminders for individual cards to ensure timely follow-up. Receive notifications at specified intervals before the due date or on a specific date and time. Stay on top of your tasks and never miss a deadline.

• To-do List: Break down large tasks into smaller, manageable steps. Create checklists within the card to track progress on each subtask. Ensure tasks get completed on time by setting specific due dates and reminders for each subtask. Receive notifications to stay on top of deadlines.

• Metrics: Track key performance indicators (KPIs) associated with the card. Add metrics like "Estimated Value," "Completion Date," or any other relevant data point.

  • Metric Configuration: Metric Name: Give your metric a descriptive name (e.g., "Total Revenue").

  • Dataset: Select the relevant dataset for your metric (e.g., "Invoice Amount," "Quotation Amount," "Purchase Order Amount," "Bill Amount," "Sales Amount," "Expenses Amount," "Gross Profit Amount").

  • Algorithm: Choose the calculation method for your metric (e.g., "Sum," "Average").

• Attach Files: Upload documents, images, and other files directly to the card. Keep all relevant information in one place.

• Activity: Communicate with team members directly within the card. Discuss progress, ask questions, and provide updates.

• Properties: Add custom fields to the card to store specific information. Create properties like "Priority," "Client Type," or any other relevant data.

Property Type	Explanation	Example
Select	Dropdown select with options	Lead Source: (Dropdown options: Website, Referral, Social Media, etc.)
Multiselect	Dropdown select with options (multi selection)	Products Interested In: (Dropdown options: Product A, Product B, Service C, etc.)
Text	General text input	Notes: (Free text field)
Amount	General amount with capable of sum	Deal Value: (Numerical input)
Date	Dropdown date picker	First Contact Date: (Date picker)
Due Date	Due date with overdue indicator	Proposal Submission Deadline: (Due date picker)
Completion Date	Completion date with completed indicator	Project Completion Date: (Completion date picker)
Checkbox	General checkbox	Follow-up Required: (Checkbox)

• Related Contacts: Link contacts from your Contact to the card. Easily access contact information and communication history.

• Related Documents: Link documents from Sales or Purchases to the card. Keep all related documents together.

• Assign Members: Assign the card to specific team members. Clearly define responsibilities and track who is working on what.