With just a few weeks left in 2021, our product teams have been hard at work to bring you some exciting new updates. See the latest features released in Teamwork throughout December, such as Billable & Non-Billable settings, Shared Table views, and much more! Wishing you all a very happy Holiday season!
Billable & Non-Billable setting
Introducing a default billable or non-billable setting for a project or a task list. Set an entire project or task list as billable or non-billable. This will eliminate the need for users to correctly enter this every time they log time so you improve your time logging accuracy and maximize your client revenue.
When creating or editing a project, you can choose whether all time logs should default to billable or non-billable. In the add or edit project modal, simply go to the Advanced Options step where you will see a setting for Time. Using the checkbox to the left of the Billable option, you can update the default for the project. Click Update Project to save your changes. You can also set a billable default preference for individual task lists on a project. In the project's List area, click the three dots to the right of the task list name and select Edit List from the dropdown menu.
You can also set a billable default preference for individual task lists on a project. In the project's List area, simply click the three dots to the right of the task list name and select Edit List from the dropdown menu.
Once in the task list options modal, go to the Defaults tab where you will see an option for Time. Each task list will automatically inherit the project's overall setting. See our latest help doc if you want to find out a little more on how to set this up.
Introducing Shared Table Views
You asked and we delivered. You can now ensure your team is on the same page by making project table views a shared view! Simply customize your table with all of the columns that are relevant to your project, and enable it as a shared, project table view!
Site administrators and project administrators have an additional option to apply a custom table view layout for all members of a project or project template. When you start customizing your table view, you will see a banner at the top of the view with an option to save the shared view. You can also click the plus icon in the top right to open the column options dropdown and toggle the Shared view option on or off. To learn more about how to set this up visit our help doc.
Upgrade your customer experience with Live Chat (Early Access)
Within Teamwork Desk, you can now provide agents with access to our new Live Chat feature to instantly engage with your customers, improve your waiting times, and lower your resolution rates!
Once enabled, a live chat subsection will be added to the main Tickets area. You can access this from the left navigation pane as shown below.
Each live chat conversation will be listed in the Conversations column of the Live chat view. The number of open live chats will be indicated by a number count to the right of the Live chat menu item in the left sidebar.
There are two statuses for live chats.
Active - open conversation
Closed - closed conversation
What’s new on iOS
On iOS, there was a big push on bug fixing this month, as well as working on a new way to make it much quicker to get your work done (but that’s a secret until early next year!). However, we still managed to squeeze in some very exciting new features!
We know that time tracking is very important, so we’ve brought it right out to the Global Home screen. For the first time in the app, you’ll have instant access to all of the time logged across all projects for everyone. But don’t worry - it’s private and secure so people can only see time they have permission to see.
We have two other updates that also tie in with the Android app. First up is the ability to filter task lists by simply typing the name of a person. If you need to know what one of your team members is working on, just type their name. While iOS customers were already able to sort projects, we’ve added quite a few more options to match the web app. Top of the “most requested pile” was the ability to sort by category.
What’s new on Android
On Android, we also have some exciting new updates to make your life a bit easier this month! First up, we know that time is money, so we made it quicker and easier to start tracking that time. When you’re in any project or checking on the details of a task, there’s a start timer button right there on the top right corner of the screen. No more hunting for a hidden timer action!
Secondly, have you ever found yourself lost in a big list and you’re only really interested in those tasks assigned to a particular person or your own team? Well, now you can quickly narrow the list. Just type the person or the team’s name to see their tasks! Want to check in on the marketing team? No problem! Just type in “marketing” to see that team.
Finally, we know how important it is for you to work with your projects in a way that makes sense to you. So we’ve added the ability to sort your projects with all of the power of the desktop app. If you work with multiple companies, this update will also make it easier for you to know exactly which company the project belongs to or if you put the effort in to keep your projects very organized, then you can switch to sort by category.
We hope you found this roundup valuable. As always, if you have any feedback or questions, please, leave us a comment below in the comments area or email us at firstname.lastname@example.org.