Sorry I know I asked this question previous I was wondering if I spent $100 on Black Friday and have a existing account what Tier would I need to upgrade to so I can extend the features. Please let me know
Q: Separate Personal and Business Sections in Workspace and Privacy
Hi again. If you have both work and personal things in the same workspace(s), and you invite other team members to the workspace, can those people see everything in the workspace or is there a way to make the personal things private? Thanks!
A: All lists are private and only accessible to their respective members. If you have personal lists/projects and invite new members, they will not have access to these lists unless you specifically add them. For more details, please take a look at this article:
Q: How can I resolve these few issues I still have?
Hi, I really like Upbase but have a few issues: 1. I have connected Google calendar and now the events are not just showing up on my personal day planner page, but on the "schedule" tab of every single list. On some lists it is helpful so I can schedule tasks around my calendar events, but on others like my content calendar it is annoying to have meetings and personal appointments clutter up the monthly calendar view of content. Is there a "do not show calendar events on this list" toggle somewhere? What can I do? 2. When I duplicate a list (I made a few template lists) I check the box to include docs but only the headings get copied. The content is blank. How can I fix this in my workflow? 3. How often are tasks synced to Google Calendar? I have a linked list called "Meetings" but new events don't show up for a long time.
Q: GOOGLE WORKSPACE
so this works with google workspace? I see you use google docs and google sheets. does this work with word documents & excel spreadsheets?
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Q: Emails?
Hello,
can I store Emails in a project? So, that I can see all the Email Conversation with a Client on a single page?
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Upbase is not directly an email client.
🤔
But couldn't you print an email to PDF and store it that way❓
no.
Q: Upgrade cost
Sorry I know I asked this question previous I was wondering if I spent $100 on Black Friday and have a existing account what Tier would I need to upgrade to so I can extend the features. Please let me know
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Q: Separate Personal and Business Sections in Workspace and Privacy
Hi again. If you have both work and personal things in the same workspace(s), and you invite other team members to the workspace, can those people see everything in the workspace or is there a way to make the personal things private? Thanks!
Tony_Upbase
Jan 17, 2025A: All lists are private and only accessible to their respective members. If you have personal lists/projects and invite new members, they will not have access to these lists unless you specifically add them. For more details, please take a look at this article:
https://help.upbase.io/article/45-invite-and-collaborate-with-other-members
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Q: How can I resolve these few issues I still have?
Hi, I really like Upbase but have a few issues:
1. I have connected Google calendar and now the events are not just showing up on my personal day planner page, but on the "schedule" tab of every single list. On some lists it is helpful so I can schedule tasks around my calendar events, but on others like my content calendar it is annoying to have meetings and personal appointments clutter up the monthly calendar view of content. Is there a "do not show calendar events on this list" toggle somewhere? What can I do?
2. When I duplicate a list (I made a few template lists) I check the box to include docs but only the headings get copied. The content is blank. How can I fix this in my workflow?
3. How often are tasks synced to Google Calendar? I have a linked list called "Meetings" but new events don't show up for a long time.
Thank you.
Tony_Upbase
Jan 17, 2025A: Thanks for reaching out! Here's an update on your concerns:
1. Although it's not possible at the moment, we've had several requests for this feature and have added it to our list of future improvements.
2. This issue started after the release of our real-time docs. We're working on fixing it in the coming weeks.
3. Please try disconnecting and reconnecting your Google Calendar integration....
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