Resources

Overview

When working on your projects, you pick up bits of information that are relevant and necessary to the project. It can be a file, a note, or comments from other members of the team.

Cloudship allows you to save all this information as Resources. A resource is a static piece of information that is relevant only when it is necessary to a project. This means that it does not require you to work on it nor is it specific to a particular task. You cannot assign a resource to anyone in the project; you cannot assign a due date; and you cannot mark it as complete.

You can find every project’s resources under the Resource tab, where you can view each item’s details, flags, and the date it was last edited. Everyone in the project can view and edit the project resources to allow easy and transparent collaboration.

Resources are a great way to streamline all of the work needed for a project. With the ability to save notes and links, upload and attach files, and leave comments for other members of the project, there is no need to save your resources in a separate app or a physical notepad. What’s more, other members can easily add or edit the project resources, giving you flexibility when collaborating with others.

How to Work with Resources

To create a resource, click the Resource tab found at the top menu of the Dashboard and type the resource name in the “create resource” box. You can assign a tag to a resource by typing the hashtag “#” symbol and the tag label afterwards. Press Enter (Return) to save it.

Cloudship allows you to add details to a resource. By clicking on the Detail (pencil) button you can add notes, upload and attach files, and leave comments for other members of the project to view and reference to. You can also flag a resource to mark it as high priority by clicking on the flag button. Once you are done, Cloudship updates the date it was last edited under the Edited column.

You have several options to edit a resource. The table below explains the different tools used to work on resources and a concise definition of each.

Tag A label that easily identifies a resource when using the Search tool. To create a tag, type a hashtag symbol (#) and the tag label beside the resource name. Press Enter (Return) to save it.
Flag A flag indicates high priority and that the resource requires a follow-up. Click on the flag button to flag a resource.
Date Edited This date indicates when a resource was last updated or when a member of a project edits a resource. This is a great way to determine if a resource is still relevant to the project or not.
Details Identified by the pencil button (), you can open a resource’s details to add, view, or edit notes, URLs, files, and comments related to a resource.
Notes This is used to save all kinds of information in either plain text or rich text format. Use the HTML formatting menu to add colors, emphasis, align text, change font size and type, and remove HTML formatting.
Attachments Identified by the paperclip button (), attachments are files uploaded to a resource. These can easily be downloaded to your computer by double-clicking the file. A file is identified by its filename, date/time of upload, and file size.
Comments All members of the project can view and edit a resource. Comments are an avenue for all members to leave comments about a resource. This allows for easy communication and collaboration.
Clone resource(s) Cloning is a great way to remove the redundancy of having to create the same resource for another project. When cloning a resource, you can select a different project to save it to by clicking on the dropdown menu. Press Save to create it.
Multiple selection You can manage multiple resources by selecting two or more items from the list. Simply click on a resource and hold the Shift key to select additional resources. Right-click to apply the necessary changes (e.g. clone, move, or remove).