Sign-Up & Account Creation: Users register on Bordio website and set up an account within minutes.
Workspace Setup: Users create personal or team workspaces, define projects, and invite team members.
Task & Project Configuration: Teams add tasks, assign responsibilities, and set deadlines using task lists or Kanban boards.
Customization & Integrations: Users configure workflow preferences and integrate tools like Google Calendar.
Training & Onboarding: Bordio provides guides, FAQs, and support to help users understand the platform.
Testing & Initial Usage: Teams begin using Bordio for project tracking, refining processes as needed.
Bordio offers a range of customization features to tailor the platform to specific business needs:
Custom Task Statuses: Bordio allows the creation of multiple task stages beyond the default "new -> in progress -> done" workflow. This enables teams to define stages such as testing, approvals, or any other steps relevant to their processes, arranged in any order that suits the team's workflow.
Custom Fields: Users can add custom fields to tasks, allowing the inclusion of specific parameters like Story Points, Priority Level, Budget, Client Contact Information, or Order Value. This flexibility ensures that tasks can capture all necessary information pertinent to the business.
Customizable Task Views: Bordio Project Organizer enables users to create a project workspace with customizable task views. This includes the ability to automate tracking and manage projects visually, ensuring that the workspace aligns with the team's specific needs.
Custom Task Types and Color Coding: Users can create specific task types and assign colors to each. For instance, tasks can be categorized by priority levels or project types like Financial or Strategic, enhancing the visual layout of projects and aiding in quick status assessments.
Bordio offers several resources to support new users in effectively utilizing its platform:
Blog Articles: Bordio blog provides articles that offer insights into various features and best practices, assisting users in understanding how to maximize the platform's capabilities.
Product Roadmap: The product roadmap offers users a glimpse into upcoming features and improvements, helping them stay informed about the platform's evolution.
Bordio is committed to ensuring the security and privacy of user data through several key measures:
Data Encryption: All data transmitted between users and Bordio servers is encrypted using industry-standard protocols, safeguarding information from unauthorized access during transmission.
Access Controls: Bordio implements strict access controls to ensure that only authorized personnel have access to user data. This minimizes the risk of unauthorized data exposure.
Regular Security Audits: The platform undergoes regular security assessments to identify and address potential vulnerabilities, ensuring that security measures are up-to-date and effective.
