How Redsage works.

Creating your organization

Sign up, verify your email and get your workspace ready in a few minutes.

1. 1Choose a plan on the pricing section and select Get started.
2. 2Enter your organization name, your name and a work email address.
3. 3On the free trial you will receive a six-digit code by email; enter it to confirm. On a paid plan you complete payment instead.
4. 4Your organization is created and you become its first admin.

Inviting your team

Add people by email invitation, or create accounts directly with a temporary password.

There are two ways to add someone, under Organization then Team. An invitation lets them set their own name and password; creating an account directly gives you a one-time password to hand over, which they must change on first sign-in.

1. 1Go to Organization, then the Team tab.
2. 2Select Invite member, enter their email and choose a role.
3. 3They receive an email from your organization's own address, with your logo.
4. 4The invitation is valid for 14 days and can be revoked at any time before it is used.

Setting up your first project

Pick a methodology, define roles and add the people who will work on it.

1. 1Go to Projects and select New project.
2. 2Give it a name and a short key - the key prefixes every task, so keep it to three or four letters.
3. 3Choose a methodology. This decides which tabs appear: Scrum and Scrumban add sprint planning, the others do not.
4. 4Set the project timezone. Deadlines and reminders are calculated against it.
5. 5Define roles and add members. Each role carries its own permissions.

Board and list views

Drag tasks between columns, or work through them as a filterable table.

The board shows tasks as cards in columns by status: To do, In progress, Blocked, In review and Done. Drag a card to change its status. The list view shows the same tasks as a table you can sort, filter and page through, which is easier once a project passes a hundred or so tasks.

Both views have a search box. It matches the task title, its key and its description, so you can find a task without knowing which column it sits in.

Working with tasks

Assignees, priorities, due dates, comments, attachments and subtasks.

Sprints

Plan a fixed window of work, track a burndown and close it out with a review.

Sprints appear only on projects using Scrum or Scrumban. A sprint has a start date, an end date and a set of tasks. The burndown chart compares work remaining against the ideal line, so you can see mid-sprint whether the commitment still holds.

1. 1Open the Sprints tab and select New sprint.
2. 2Set the dates and pull tasks in from the backlog.
3. 3During the sprint, move tasks on the board as normal - the burndown updates itself.
4. 4At the end, close the sprint. Unfinished tasks return to the backlog rather than disappearing.

Gantt and dependencies

See the whole schedule on a timeline, with dependency links between tasks.

The Gantt tab plots every task against a calendar, with milestones marked and dependency arrows drawn between linked tasks. It is the fastest way to spot that a slipped task has pushed three others behind it.

Milestones and approvals

Group work into deliverables that need formal sign-off.

A milestone groups tasks into something a client or a sponsor recognises. When every task under it is done, the milestone moves to pending approval and the approvers you configured are notified. Approval can require one person or several, in sequence.

Documents and environments

Keep specs, notes and credentials with the project rather than scattered.

Docs & Notes holds uploaded files, links to external documents and rich-text notes, each tagged by category. Every item is marked internal or external: internal items are hidden from client accounts.

Environments records the servers and services a project runs on, with credentials stored encrypted. Only managers and admins can see them, and revealing a credential is recorded in the audit log.

Logging time

Record hours against a project and task, split by category.

1. 1Go to Timesheets and pick the day.
2. 2Choose the project and the task the work belongs to.
3. 3Enter hours, optionally split across categories such as Development, Meeting or Testing.
4. 4Add a note if the entry needs context.

Weekly sheets and approval

Submit a week at a time; approvers review and sign off in one place.

Hours roll up into a weekly sheet per person per project. Submit it and it goes to whoever holds the approve-timesheets permission on that project. They can approve, or flag an individual entry with a reason, which sends it back for correction.

Custom roles and permissions

Build roles that match your organization instead of fitting into ours.

Every organization starts with four roles - Admin, Manager, Member and Finance - which you can edit, clone or supplement. A role is a named set of permissions, so you can create Delivery Lead or QA Lead and give it exactly the access that title means in your company.

1. 1Go to Organization, then the Roles tab.
2. 2Select New role, or open a built-in one to see what it grants.
3. 3Tick the permissions it should carry. Each is described in plain language.
4. 4Assign it to people from the Team tab.

Who can see which project

Admins see everything; everyone else sees the projects they are on.

Project visibility follows membership. Admins see every project in the organization. Everyone else - including managers - sees the projects they own or have been added to as a member.

Client access

Give a customer a read-only view of just the project you are sharing.

A client account belongs to your organization but reaches nothing until you share a specific project with it. When you do, you tick exactly which tabs they see - overview, timeline, milestones, tasks, documents or discussion - and whether they may reply.

1. 1Go to Organization, then the Clients tab.
2. 2Add the client with their name and email. You will be given a one-time password to send them.
3. 3Select Share a project, choose the project and tick the tabs they should see.
4. 4Revoke access at any time from the same screen.

Reporting lines

Set who reports to whom, which decides what managers can see.

Each person can have a manager. That chain decides whose timesheets and performance a manager can review: they see their own reports and everyone below them, not the whole organization.

Slip tracking

Every pushed deadline is recorded with a reason, so patterns surface early.

When a due date moves, the person moving it gives a reason. The slip report collects those, ranked by how often a task has been pushed. A task pushed four times is usually telling you something a status of In progress is not.

Capacity and workload

See who is overloaded and who has room, before it becomes a problem.

Capacity compares each person's assigned work and logged hours against their working week, which you define under Organization. A digest goes out on Monday morning so the week is planned with it rather than around it.

Performance scores

A score built from what was actually delivered, not from opinion.

The score is calculated from tasks assigned versus completed, how many were finished on time, how many were late or overdue, and any warnings recorded. Kudos are recognised separately and do not inflate the score.

Exports and audit

Get the data out as CSV, Excel or PDF, and see who changed what.

Timesheets, slip reports, performance packs and compliance evidence can all be exported. The audit log records every change with who made it and when, and the recycle bin holds deleted records so an accidental delete is recoverable rather than final.

Email configuration and templates

Send from your own address, with your logo and your wording.

Under Organization then Email, connect your own email provider - SMTP, SendGrid or Resend. Invitations, digests, reminders and task notifications then come from your address with your logo, rather than from us.

Below that, every one of those emails can be edited: subject and full HTML, with a preview and a test send. Templates you have not touched keep tracking our improvements; the ones you edit stay exactly as you wrote them, and Reset to default undoes an edit.

Branding

Your logo and accent colour across the app and your outgoing email.

Upload a logo and pick an accent colour under Organization then Branding. The logo appears in the app and at the top of every email your organization sends.

Working week and holidays

Define working days and holidays so capacity and deadlines are realistic.

Set which days count as working days, how many hours a day, and your public holidays. Capacity, deadline reminders and utilisation all use this, so a deadline never lands on a day nobody works.

Billing and plans

Seats, invoices and what happens if a payment fails.

Billing is per active seat, monthly or annual, with annual discounted. Add or remove seats at any time from Organization then Billing. GST invoices are issued automatically and can be downloaded as PDF.

We are not receiving any emails

Almost always the organization's email provider is unconfigured or rejected.

1. 1Go to Organization then Email and check a provider is configured.
2. 2Use Send test email. If it fails, the error shown is the provider's own message and usually names the problem.
3. 3Check the sending address is verified with your provider - unverified senders are the most common cause.
4. 4Look in the activity feed, which records every send attempt and its result.

Someone cannot see a project

Project access follows membership, not job title.

Add them to the project as a member. Only admins see every project by default; managers see the ones they are on. If a role should see everything, enable See every project on that role under Organization then Roles.

The workspace is read-only

The subscription has lapsed. Your data is intact.

This happens when a subscription has lapsed and the grace period has passed. Everyone can still sign in and read everything; only saving is blocked. An admin can restore full access immediately by paying under Organization then Billing.

We deleted something by mistake

Most deletions are recoverable from the recycle bin.

Go to Audit & Compliance then the Recycle Bin. Deleted projects, tasks, timesheets and comments are held there and can be restored. Restoring a project brings back everything that was deleted with it.