Dendri

Billing FAQ

Rich Frankel — Fri, 17 Jun 2022 16:12:34 +0000

Dendri is a monthly subscription service that is billed per user. Our current pricing is always posted on our homepage, and existing users will continue to have use of the service at the pricing level at the time of sign up for at least 12 months after any pricing increase.

A Note about our 2023 Pricing increase:

Since launching...

Welcome - Thanks for joining us to get more done together, but not the same!

Rich Frankel — Tue, 02 Mar 2021 04:12:03 +0000

👋 Thanks for trying Dendri.

💭 We think about work a little differently than other productivity apps and practice management software. One of the things we care about the most is giving is individuals the freedom to organize work the way it makes sense to them.

💡 That doesn't just mean giving you a board or a list. It means letting each...

How to Add or Invite Your Users or Teammates to Dendri (Video)

Zakaria Oussaad — Mon, 21 Jun 2021 12:00:00 +0000

Inviting your teammates to Dendri helps make real-time workplace collaboration a reality.

Adding Users to your Dendri Account:

To invite your teammates to Dendri:

Head over to Users & Subscription from the Settings tab

Fill out the key user information displayed on the detail screen

The...

How to enable Clio Integration (video)

Rich Frankel — Tue, 02 Mar 2021 03:53:34 +0000

Our Clio Integration lets you select Matters to sync between Clio and Dendri. Using this powerful integration, your matters, related contacts, and your tasks will stay in sync. This gives Clio the power of a powerful project management solution with our robust kanban-based workflow, letting you aggregate your work on a personal dashboard, comment, assign checklists and subtasks, and share...

Overview of Content Types

Rich Frankel — Tue, 02 Mar 2021 03:59:51 +0000

Content Types

There are several primary content types you can create in a matter. Tasks, Notes, Events, Files, and Documents (Documents from templates are in beta).

Tasks

Tasks are the basic working unit of Dendri. They have the most features of any element and will be where you and your team do most of your work.

A brief breakdown of a task:

At the top...

How to create Teams (video)

Rich Frankel — Tue, 02 Mar 2021 03:59:22 +0000

Video Overview

Teams (Previously Team Boards)

Teams work like individual dashboards. They are a place to aggregate tasks from different matters in a single place. The primary difference between a user's dashboard and a team is that all members of a team share the same view of tasks and columns.

In order to create a team, head...

First few minutes in Dendri (video) - A very brief walkthrough of your first few minutes

Rich Frankel — Mon, 21 Feb 2022 19:17:19 +0000

When you first login to your account, you'll land on your dashboard. There won't be much going on here until you set it up. This shows your first screen and a tiny bit of how to walkthrough your first steps. You can learn more about your dashboard in the dedicated section, including how to use...

An Overview of Leads (BETA) - Manage and automate your inbound process and create matters from opened Leads

Rich Frankel — Sun, 06 Feb 2022 19:46:12 +0000

With Dendri, you can build and automate a client acquisition process in the same way you organize work on boards. The cards you create here are different than tasks, but you can still assign them to users and they will appear on task boards alongside regular tasks!

Every organization gets a dedicated Lead Section...

Tutorial: How to create a Manual Automation with Subtasks - A brief walkthrough of generating a task with subtasks.

Rich Frankel — Thu, 16 Jun 2022 03:20:03 +0000

If you would like to quickly add a task with a number of subtasks for a specific workflow, you can do that by creating a manual automation. This quick text walkthrough will show you how.

Building a manual automation means that you have a pre-built task or collection of tasks that you can add to a matter when you want...

Terms of Service - Our terms of service for using our application.

Rich Frankel — Wed, 15 Jun 2022 17:11:28 +0000

By Using Dendri, you acknowledge that you have read this policy, and agreed to the Terms of Service. Our policy and Terms may be updated from time-to-time, and therefore, you should review this periodically. We are not required to provide notice of updates or changes. If you have questions or concerns about the policy, terms, or how they impact you,...

Text Editor - Fast, performant and cool.

Rich Frankel — Sat, 12 Mar 2022 16:17:32 +0000

Our New Editor:

Our new editor offers many ways to work with your descriptions without any clicking on menus. There are a few key ways to interact with the new editor. First, if you are familiar with “markdown” you can use certain key combinations to decorate your text. For example “_this_” would create italics and “**this**” would be bold....

How to Define or Edit Team Permissions for Existing Users

Zakaria Oussaad — Mon, 21 Jun 2021 12:00:00 +0000

Before or even after you designate a user role, you can define the permissions allowed for each role.

To define permissions:

Head over to Organization & Teams tab from Settings on your left-sidebar

Click on the team for which you want to change the permission type

Click on the team member for which you want to change permission. Options include:

Admin role

User role

Dendri...

Registration and Login - More on user settings

Rich Frankel — Tue, 02 Mar 2021 03:58:22 +0000

Video Overview

Dendri is designed to be used by teams, but it works just fine for individual users. When you first register, you'll be asked to name your organization. This can be changed later in settings, but the organization is the basic unit of Dendri. Your email will become the super administrator for your Dendri...

Creating and Editing Contacts (video)

Rich Frankel — Tue, 02 Mar 2021 04:00:45 +0000

Video Overview

Create/Edit Contacts

You can view a contact's complete information from the Matter page of any matter to which the contact is attached:

And you can move to edit mode from the contact's view page in the top-right corner. Let's take a quick look at the information on this...

Intro to Working with Tasks and Boards (video)

Rich Frankel — Tue, 22 Feb 2022 18:21:05 +0000

When you first start with Dendri, you'll have a blank canvas, but might not know where to start. Here is a basic overview of creating and working with your first tasks, and setting up board types that you can re-use as you populate your matters.

As you center your workflows,...

Note Types

Rich Frankel — Sat, 19 Feb 2022 21:51:00 +0000

Note Types let you add custom fields to certain notes and categorize information you need to record that is not task-related.

For example, you could keep an open note for medical information about your client, add a note for phone logs, or use notes on your dashboard to track your personal productivity.

The Note types let you choose a note...

Labels

Rich Frankel — Sat, 19 Feb 2022 21:22:26 +0000

Overview of Labels

Labels can be attached to any element in Dendri. This includes tasks, notes, documents, files, and calendar entries. Any history or board view can be filtered by labels, making them a useful way to quickly categorize types of information. Additionally, you can attach as many labels to an item as you need.

Creating Labels from Tasks

Labels can...

Master Dashboard - Everything Happening All the Time

Rich Frankel — Sat, 19 Feb 2022 21:21:26 +0000

The Master Dashboard, which appears for administrators on the main menu directly below "My Dashboard" is a global list of all items in Dendri.

This incredibly powerful global list of all items let's you find and work with anything that's happened in Dendri. For example, you can pull all tasks assigned to a...

Contact SubTypes

Rich Frankel — Fri, 18 Feb 2022 18:06:42 +0000

Contact Subtypes is a convenient place to manage, update and edit your contact types.

When creating or updating a contact, you are able to select a type of contact:

From this screen, like with labels, you can quickly select a type, or if the type does not exist, you can enter the name...

Checklist Types

Rich Frankel — Fri, 18 Feb 2022 17:49:11 +0000

We discuss Checklists in our general section, but here is a brief overview of how to create and manage your checklist types.

From Settings > Customization select Checklist Types.

You'll be brought to a menu listing any existing checklists you've created.

Select "Add Checklist Type" or click on the "edit" icon of an...

Board Types

Rich Frankel — Fri, 18 Feb 2022 17:26:49 +0000

Board Types are pre-defined sets of kanban columns that can be added to a matter in one click rather than adding individual columns.

These are important as having a defined board type is also used in automation.

From the Customization screen select "Board Types"

You can add or edit a board type from...

Automation (video)

Rich Frankel — Tue, 13 Jul 2021 18:09:36 +0000

A Brief Video Overview

Dendri allows you to create powerful workflows by setting up automations in the customization settings. This is a growing feature, and we are continually adding triggers and actions based on user feedback.

As of the time of writing (7/13/21), the following is an up-to-date guide on automation workflows.

Two types of automation

There...

Matter Customization (video) - A brief overview of options to customize your matter types

Rich Frankel — Fri, 19 Mar 2021 16:22:22 +0000

Customizing your matters with fields specific to case types, a preset board type with explicit columns, custom questionnaire questions for your leads, and statuses let you organize your types exactly how you need. Transcript is...

Task Functions and Checklists - An overview of getting things done in Dendri with task organization

Rich Frankel — Tue, 02 Mar 2021 03:55:38 +0000

An update to our prior article on task organization now that we’ve better organized tasks and checklists. More information on checklists and blockers can be found in our tasks section.

Tasks are the lifeblood of Dendri

As I’ve

A Brief Overview of Subtasks and Blockers (video)

Rich Frankel — Fri, 18 Feb 2022 16:50:57 +0000

In Dendri, you can create subtasks from tasks. This is done using the checklist feature of a task card. In the image below, you can see a task with Three sub-tasks and one simple checklist item.

Checklist items can be added one at a time or by building...