Product Roadmap Webinar Q2 2022

Transcript for the video 'Teamwork Quarterly Product Roadmap':

Hello, everyone, and welcome to the second quarter of the year product roadmap webinar from teamwork. We're going to get started in just a couple of minutes here as lots of folks are joining in. But just to get started, you will see in your GoToWebinar panel on the side of your screen, there is a section of it that says questions. This is where you'll be able to throw in any questions you've got as we're going. And he comments any explanations, any confusions. We've got folks on the back end who'll be answering, but just to get comfortable with it and also to get a sense of we're coming in, people are coming in from today. Use that questions panel and let us know, where are you calling in from today? Where around the world are you? It gives us the chance to do a little bit of a sound check. Make sure that you're here and me. Fantastic all right. So we've got Colorado, Charleston, Melbourne. Wow, Stephanie from Melbourne. Thank you for joining us. Another thing I will mention for Stephanie's benefit and for the rest of you is we will be recording this and sending it out afterwards within the next day or two to anyone who registered. So if you have any team members that would like to see it, I can always forward it along to them. But of course, if you have to dip out, you'll get that recording. So again, folks, as you're just coming in now, we are using the questions pane on your GoToWebinar panel to just say where you're calling in from today and get used to. That's where you'll go to ask any questions or share any comments as we're going through. We love to make this as interactive as possible. We've got Wisconsin, Pennsylvania, Minneapolis, Chicago, Virginia, u.s., Chicago, Omaha. We got folks from the UK and New Jersey. Ecuador welcome Atlanta all over the place. So again, as you're joining in, we're going to start in just another couple of minutes here. Give folks a chance to trickle in, use that questions panel in the GoToWebinar to let us know where you're calling in from today. South Dakota, Florida all over the place, some more folks from the UK, Dublin, Texas will different than the Dublin that we're used to over here at team work, which is headquartered in Ireland. Let's see North Carolina, Florida fantastic again, folks. As you are joining, just let us in that questions panel. Where are you calling in from today? We got folks from all over the place, certainly British Columbia. I was going to say I am in Toronto myself. So holding down the Canadian Fort along with a few other folks. Czech Republic fantastic again, folks, as you were joining. Welcome, welcome. Use that questions panel. That's where you'll go to for any questions, comments, et cetera. You've got as we're going through. And let us know where you're calling in from today. We've got another torontonian neighbor, great Guatemala, fantastic Ohio, Kansas, Denver. Lots of folks from the UK, Boston, again, folks, we're going to get started in just another couple of minutes, so use the questions panel for any questions, comments as we go through. But right now, let us know where you're calling in from. West of Ireland, fantastic. Got some, some Irish folks on the call Switzerland, Mexico, Florida, more Canada, northern Ireland, California, Trinidad. Oh, wonderful. Puerto Rico all over the place. OK, welcome. Welcome all right, folks. Again, we'll get started in just one more minute here. Let us know in from Singapore who at the time difference there. As I mentioned before, and I'll mentioned it again, just so we are recording, we always record this webinar and so we will be sending out the recording to anyone who registered afterwards within the next couple of days. So if you want to share that with your team, we'll also send out a PDF version of this deck. So all sorts of things to look back on if you need to dip out or miss or just want to share it with other folks. Again, we're going to get started in just one more minute here. We are using and practicing using that questions panel on the side there to let us know where you're calling in from today. Again, use that questions panel to ask questions as we go through. We've got a number of folks hanging out behind the scenes ready to try to answer your questions as we go. We'll also flag some. It will have a Q&A session at the end where we'll actually get to share some of those answers live and we'll do our best to answer all your questions as you go through. But there's also always our friendly support team. Okey, dokey. All right. I think we're going to go ahead and get started here as more folks keep trickling in. So welcome everyone to our second quarter product roadmap. We do these once a quarter, let you know everything that's come out in the last three months and everything you can look forward to in the next three months with a little sneak peek of what's to come even beyond that. So you can get a good sense of the features new and updated that we've been hard at work on with our product team. So just some introductions here, and I'll ask mozzie and Robin to join me now. So my name is Tennessee. I run product marketing here at teamwork, and mostly I'll turn it over to you to introduce yourself. Excellent stuff. Thanks, Judy. Hello, everyone. So my name is Marcy Yamani. I'm the head of product here at teamwork, and I look after our product direction and product strategy. So looking forward to sharing all the goodies that we have in store with you today. Hi, everyone. My name is Robin O'Sullivan, I'm a group product manager here at teamwork. I work with Malaysian on our roadmap, on some of our higher value solutions. So again, echo what Marty said. Looking forward to showing you what we've released and what's upcoming. And all right, so just a little bit of background, just a couple of minutes before we kick off and really get into the nitty gritty of what's going on with our product. So as always, team works mission is to make client service teams everywhere efficient, organized, profitable and happy. We've got certainly a number of clients on companies using teamwork all kinds. But the interesting thing about teamwork story is we were actually founded by 2 folks who ran an agency themselves. And so from the very start, teamwork has really been built with folks who do client work in mind. The features, the functionality, sort of our bread and butter where we really focus on is making those folks truly successful. But we've got about 20,000 customers worldwide, all sorts. And so while our focus is that I think you'll find that you'll be well supported on teamwork no matter what. But here's our agenda to get straight to it. So we're going to talk about the recently released features stuff that has come out in the last couple of months, what's coming out soon. So in the next couple of months, over the second quarter, a third quarter, but actually the whole second half of the year. Sneak peek This time to let sort of what's on the roadmap through the end of 2022. Can't believe we're even talking in those terms anymore, but here we are. And then some additional stuff. And then, of course, a Q&A at the end where you'll get a chance to answer. Get some of those questions answered by Masi and Robin. So as I've mentioned, as you all were signing in today, here's how you participate today. You can see in your GoToWebinar control panel. On the side there, there's some questions pane. You can use that to write in any questions you have. Of course, we also love just some participation comments. If you're excited about something, if you have questions about it, use it. We'd love to have it be interactive because we've got some folks on the back end who will be doing their best to answer your questions as they come in. If we don't get to your questions today, we'll do our best to get to as many as we can. We'll have a Q&A at the end to sort capture some there. And of course, you can always reach out to our support team. You can even reply to the email. We will send out a recording of this webinar within the next couple of days to anyone who registers, of course, all of you, folks. You can just hit Reply that email if you have questions. And it'll get sent along to our support team. So that's another way to do it there. All righty. So I'm going to pass things over. I think first, Timothy and then also to Robin to talk a little bit about our recently released features. So all the good stuff that has come out in the last couple of months since we last met. Thanks very much, Sid. So if you'd like to click on there and we'll delve into the good stuff. So we mentioned back in obstetrical mentioned back in January that we were overhauling the task details feature a teamwork, so Tostitos is really it's the heart of team work itself, right? It's the I suppose it's the feature that you use for managing individual tasks. And we've been looking at how we can improve this for some time. And while we've been focused on, I suppose there's a couple of things we've been focused on what are the most common things that are customers and users do with tasks on an individual task basis? And then how can we redesign the task details view to make it much quicker and easier for them to do that? So big parts of the focus there was research and feedback on how we could make that easier to use, but also changing the technology so that it's faster and more performant. So some of you may have noticed we've been rolling this out in beta over the last couple of months with our table view. And as always, the feedback has been fantastic, so we've been steadily improving it to try and bring it in line with the current task details, and we're hoping to roll this out to all users over the course of the next couple of months. But I suppose long and short of it is the feedback has helped us improve it, but it's also meant that people are actually telling us that they're finding it much easier to get their work done, particularly in conjunction with table view. And so, you know, I suppose great things about it. It is the most common things that you do are right at your fingertips. It's all in line editing, so you're not having to do all your work and then savors its buttery smooth in terms of when you're clicking from task to task. So all in all, we're very excited about task details, really just making it easier for our users to get their individual tasks and task work done in teamwork. So watch this space. More and more of you will see this coming into your accounts over the next couple of months. So if you'd like to move on there, please Didi. Great So something else we've been talking about for the last one is tape of you, right? And table view is being adopted by more and more of our users as their primary view for managing their tasks and teamwork. So obviously, historically, our view has kind of been the worst workhorse of teamwork, and that's still loved the news by majority of our user base. But more and more users are choosing to turn to you because it gives you a lot of flexibility and in customization in terms of how you can manage your tasks. So it's great to be able to actually manage a large list of tasks in kind of a scalable format, and you can customize the view for the task attributes or task properties exactly the way you want it. So that's proving very popular with our user base. What we've done to improve it over the last couple of months is so we're consistently improving the UX and the UI. But based on feedback, we more recently introduced advanced filters. And ultimately what that is doing is it's bringing all the power that we have in our list view together with the flexibility, personalization and customization of table view. So that's gone down a storm. So now with more powerful filtering, more and more of our users are starting to turn blue as their primary means of managing task lists. So you mentioned you see there the refreshed look and feel, advanced filtering and some task management, and that probably proves a nice segue into what I'm about to talk to next. So if you click on there, please did the key combination with table view really to unlock the power of customizing it is custom fields. So what we've been really focused on with the core of teamwork is actually making it much easier for users to combine a table view and customize it with your own custom fields. So we've, you know, historically had a couple of custom fields, but we had a lot of feedback that people just wanted more or options there, really. So first, it's much easier to add the custom fields from tables, you know, and you can customize it exactly the way you want. And additionally, over the next couple of weeks, you start to see new custom fields coming in there. So starting with currency and data and then a number of more custom fields coming in there. But what's really important for us as we add more custom fields and types to teamwork is that you continue to give us the feedback on the custom field types that you're looking for, the use cases and how expanding that would benefit you. So ultimately, our goal here is we're moving towards this style of probably having a gallery of all the different custom phenotypes that you can have and then that you can easily leverage any of those custom phenotypes when using any of the task tools, but particularly tailored to you and teamwork. So keep the feedback coming. We're very confident over the next couple of weeks as people get their hands on this, that it'll really add to the power of team refusing to do so. That's the custom field. So these things, the order improvement that we made to team over the last while that's gone down a storm is the new automation engine that we released kind of late last year. So initially when we released this is it, it was used particularly by more site administrators and kind of the more manager type people who use teamwork. But at the start of this year, we opened up to the entire user base and we added a lot of additional capability to it since then. And the adoption has been phenomenal, in fact. So more and more users are using this every day to cut down manual work and to improve their efficiency. And so in teamwork, really just by automating the most common tasks or processes that you actually conduct in teamwork. So over the last couple of months since we released it, everyone, we've added time based automation. So really popular example of that is actually lots and lots of people are putting an automation for when the lag time exceeds the estimated time so that you can be made aware of that and notified about it. We've added in conditions. So that you can actually have more complex triggers and gives you a lot more power with them. Also, I have a history log in there now, so when the automation is actually run, you can see what's happened. We've tasks, creating triggers, more advanced field mapping and a really popular one that a lot of people were looking for was actually the ability to plug-in automation across multiple. Are all of your projects? So really, this is where the feedback from our customers and our users is phenomenally helpful. And that's the great thing about the team, our customer base. You're not shy, which is great. We love it. We love hearing you tell us how we can improve the product. So based on that feedback that we've actually kind of had since the beginning of the year, this quarter we're adding more time based triggers and we'll be adding triggers for when tasks are completed, log time actions. We'll be adding triggers around when comments happen and we'll be adding actions around milestones and SLP tasks. So really, we rely on you to actually tell us, look, these are the things that we'd like to be able to automate these or the use. Cases are processes that we want to be able to automate so that we can be more productive and efficient in using teamwork, so keep the feedback coming and watch out for these continuous improvements are automation engine. So if you move on there, please. I think that's time for me to hand over to Robert. Thanks, Marcy. Yeah, appreciate it. So the first thing I want to call out is obviously, I think we mentioned this on the last webinar as well, that we were working on our budgeting iteration too. So I'm happy to report that is ready to be rolled out. You will see that happening over the next couple of weeks. Essentially, we released our financial budgeting solution, which complemented our time budgeting solution back of the end of September. We got a lot of feedback on that. We've incorporated a lot of that feedback. As Marcy said, we love the feedback from our team, our customers. We've incorporated a lot of that feedback into budgeting iteration, too. So what are you going to see in there? Well, you're going to get the ability to track your project budget at a much more granular level in a whole new budgeting area. We want to give it the real estate, the prominence it deserves. We're also going to allow you to have multiple budgets per project via attach. These budgets are really being able to control your financial performance and hopefully achieve your financial goals by having oversight at a much more granular level. Obviously, with the notifications put into your notified, any time you reach a certain threshold in the budget, you're going to be able to put specific points of expenses against your budget. So not just the time your staff or your resources are spending on the budget, but you might have a travel expense, you might have some equipment expenses. So we want to give you the totality of that view of your budget. And also, we're going to put the project profitability in there. So within your budget and your project, as your resources track their time and as we calculate the cost and the user rate on that, you'll be able to keep track of the project budget. So really, it gives a much, much, much more granular oversight of what you're trying to do of how you're performing financially and hopefully helps you achieve those financial goals that you're setting on the project. So as I said, we mentioned this in the last webinar. It's ready to roll out. You'll be seeing that rollout over the next couple of weeks starting next week, so we're super excited by it. And just to echo what I said about the feedback, a lot of this, what you're looking at for budgeting in relation to is based on customer feedback. So when this next iteration comes out, please don't be shy in giving us more of that feedback as we continue to expand on this really valuable solution. So again, rolled out over the next couple of weeks and looking forward to seeing your reaction and getting your feedback on that. The next one to call out kind of builds again on something Massey mentioned on the automation. So we've kind of put our integration team and our automation team together to work on a better HubSpot integration. And what it does now is, I mean, just released, I think last week you now have the ability to set up a trigger and it'll automatically create a project from when a deal reaches a certain point in HubSpot. So you select your template for that a new project should use. And when the deal stage and hopefully reach it kicks off the automation that automatically creates the project in teamwork. So you set up your new workflow just a few clicks. So really powerful automation really useful in terms of the handover from sales to the execution of the work that's been in decline, that automating that hopefully increases the efficiencies and makes everything a little bit more organized and makes that handover a lot less error prone. So super excited by that came out, I think, last week. So looking forward to seeing what you guys think of that one next slide, please, Didi. Yeah, Google seeks integration, so obviously we've got a lot of data in our system and we want to give you the ability to obviously take that data or manipulate it and use it to generate any kind of report you want. And I'll come back to that when we talk about some of the stuff we have upcoming. But, you know, have the ability, as you can see on the slide there to export to Google Sheets. It's available in the export menus and it's live across all our reports. So hopefully that's a really valuable addition to a reporting solution. Next slide, please. Yeah, we've iterated on the profitability report, which helps obviously assess the profitability of hopefully your client engagement, your team, your company and specific projects, but now you've got the opportunity to break down the profitability of all your projects by users. So you can see your top performers and see who's generating the most revenue, et cetera now you can drill into the specific project each team member's working on. So obviously your team members potentially are working across multiple projects and you want to maybe get a better view on where they're spending most of the time and where they're generating most of their revenue. We've also kind of tied in with the rates. We've got a new see rates model, which allows you to have a look at the cost rate and the default billable rate for each project. Your team members are working on. So obviously, that gives you a better idea of what kind of toll you're generating from your billable thing. Do we need to look at our rates? Do we need to raise our rates? Should we, you know, should we look at increasing the revenue generated from this client engagement? Have they been at a certain level for too long? So again, just giving you that insight and control to hopefully help you achieve your profitability goals and your general revenue goals as well? Next, say they're pretty cool, thank you. Cost and capacity, we again keep using the word grand there, but we want to give you the ability to have more granular planning with cost and capacity within our workload planner. Workload planner is something that we really can take off for a lot of our customers over the last few months of usage is really going really, really high. So we're delighted with that and we want to double down on that and obviously make it even more valuable for you guys. So why you can do now is you can plan more accurately across the workflow planner and you can actually split the estimated time for your team unevenly by splitting it on evenly for a user across a task or across a number of users. So really giving you that customer almost the customer's ability to set your capacity over all those team members and more accurately reflect how they work and how you work as a business, really powerful. So hopefully you'll find a lot of value in that. 23 the whole front integration, Zoya Akhtar hopes, but again, which I know a lot of our clients used. And just to call out for, we have a couple of specific desk items here, and this is the first of desk integration, I should say. So within Hubspot, you can actually connect your team with that site and take those contacts to companies across both apps. The really makes it, puts them in sync. Gets a nicely aligned. And HubSpot contacts Matt to the team with that customer. So it really takes care of your data and tidies up your data across both of those systems. You can create a one way or a two way sync to sync your customer data. And actually, this was developed and is supported by HubSpot as a partner integration. So really happy with the relationship we have with HubSpot. As I said, a lot of our customers use it. You've seen the HubSpot automation I talked about already, and now you see the HubSpot desk integration. So really fruitful partnership with Hubspot, and we will continue to build on that over the next coming months. A scheduled replacement desk. So that was a really no. Joanne, the desk product manager, is really happy with this one. So what it allows you to do is get ahead of your ticket queue and team work using scheduled replies. So for those people who don't want to be sending the responses at 3 o'clock in the morning, they can schedule it, send it during business hours only. It's a huge time saver when clients are requesting follow UPS on specific dates. You can schedule and apply for that time. Time zones are made much easier to manage with a dedicated time zone picker and support scheduling apply up to one year in advance. So really kind of almost an automation in some respects in terms of responding to your customers and putting those in there so that you never drop any customer engagement or any follow UPS that a customer might have requested after you or you might request that the customer. So really powerful, delighted to see that coming up the desk. I know the desk team put a lot of work into that. Next slide, please. Yeah, so I think that I am handing back over to Marty and he'll talk about some of the items that are coming soon. It's no problem. Thanks so back in January, we unveiled teamwork, brand new wardrobe. So teamwork got a fresh new look, and I have to say it's gone down a bomb since we actually unveiled this. People are loving it and I suppose a couple of reasons for this. So our new UI essentially was very much designed around the feedback we've been having over a number of years about making it easier to kind of get around teamwork based on the most common actions that people undertake, particularly the concepts of recency and frequency, were two that we really baked into this new design for the things that people are most trying to get back to what you were just working on or one of the things that you work on most often and putting those at user's fingertips. And not only that, but it's stunning, looks very visually impactful and beautiful, so it's easy on the eye. So a combination of those things means that pretty much all users who traders love us. And so our goal now really is to get this into the hands of more and more of you, more of our users. So we're really hoping to roll this out to most, the most the user customer base over the next couple of months. Because generally we're finding the more people that try it out and the more they like it, and the easier it makes using teamwork to get your work done. So watch this space. The other thing that has been really, probably insightful for us as we roll it out is and I've mentioned this already, but we rely so heavily on you to help us improve the product. So for instance, while we focused in on the recency and the frequency and the visual aesthetic of this one, we're rolling it out. I'm a big learning for US has actually been how important the personalization of this is to the user base since we rolled it out, and we knew that was something that was important, but just the strength of sentiment around that. So as right now as it is in terms of, you know, before we roll this out more widely, we're baking personalization into to the new user interface. So essentially, individual users will be able to choose what kind of key navigation items they want on this user interface in terms of personalizing it by pinning particular things that you use all the time to the main navigation on the left. So we're confident really with those concepts of recency and frequency and better personalization baked into this, that it's really going to transform the user experience for four team customers. So watch this space coming to your account in the near future. So we've touched a lot on the theme of making it easy to reduce manual work and to save you time in terms of those things that you do over and over again. So we've been steadily improving the template and capability and teamwork because as most of you probably well know, there's a couple of, I suppose, the same types of projects that you run over and over again with different variations for different use cases or different client work. So over this next quarter, we're going to be steadily improving the templating capability and teamwork. So firstly, we'll just be adding more useful templates into the product. So based on your feedback, we kind of get a good sense of what are the most common types of projects, and we're turning those into templates in our team or template gallery and adding those progressively as you go. The other thing is that we'll be converting the, I suppose, the template section teamwork into more of a gallery style field to make it easier for you to actually navigate your way around the most useful templates and then to use those templates to create your own custom templates for your most common types of projects. So all in all, really, our goal here is to put better templating and more templates at your fingertips. And what we are seeing here, really the adoption, like the number of customers creating projects from templates, has skyrocketed really since we put this at the heart of project creation. So we're confident with this better templates, gallery and template selection that we'll see people continually use templates more frequently for your project creation. So watch this space. So if you click on there, please D. Fantastic so I spoke a little bit about inbox back on our last webinar in January, so one of the things that we're really passionate about is making teamwork that one place for you to get more work done and be more productive and efficient. And a big part of that, I suppose, is the communications around the work that you do and staying up to date on the work that affects you. So teamwork has long had notifications baked into the heart of the product, and notifications are a great way of kind of keeping abreast of everything that's going on. But something we felt very strongly about and you've shared this sentiment with us is that most users want one place a really personalized experience to manage the things that matter most to you. So to solve for that, we've been building out an inbox as that one place taxes, I suppose. Keep abreast of all that's specifically relevant and personal to you in terms of what you're working on. So we've rolled this out a good number of users over the course of the first quarter of this year, and it's been very well received and we've had some fantastic feedback. But again, there was a lot of feedback around how people wanted it to feel more like an inbox fondly and have that more email feel to it in terms of previewing messages and batch processing large volumes of messages. So we'll be progressively rolling this up to more users over the course of the quarter. And really, our goal here is that you will ultimately feel that it's one place where you can actually manage all your communications and teamwork. And we're very excited about where this can go longer term. Ultimately, we don't want it to be just the place where you manage your communications, but actually where your action stuff so that you could actually take the message that you get complete the tasks, automate work from here. That really would become the hub of the heart of where you actually work in teamwork. So watch out for inbox. It's coming to an account near you soon. So moving along and the next kind of key area and this ties in with inbox is very much around for your own individual workload workload, making it easier to manage that and teamwork. So we unveiled a new version of my work a couple of months back, and that was very much about bringing the power of table view to the My work area. And the adoption of this has been fantastic. People are using it more and more now to actually manage their own individual set of tasks. But again, based on what you've been sharing with us, you've told us that you actually want to see that the easier to add the tasks in line for you to be able to actually embed and combine your personal tasks into the more work view and customize the groupings, right? So it's all back to that theme of personalization and control, really. So not just having them based on the date or the timelines, but actually for you to create your own groupings for prioritizing managing your own work. So those are all things that are coming over the course of this quarter and then probably into Q3, really. But if you go back to their first activity, just one last key point about this is that we're working in the background on a calendar sync, a two way calendar thing to go with teamwork, with your team work account. And this, we believe, is going to transform the productivity of our users and teamwork. So most of you are probably using Google Calendar or Outlook calendar. And so what this will enable you to do actually is to sync your calendar up with your team or view so you can actually see all your time based commitments and whatnot in teamwork and have those sync automatically back and forth with your calendar so that when you're committing to taking on work, you can see your tasks in the context of all your other meetings and events that you're committed to. So we believe the combination of those things really will have a transformative effect on teamwork being that one place to manage your work and to be more productive and efficient. So we're really excited about that. And again, Richard, if anyone's interested in maybe being involved in the beta 4 for that in the next couple of months to let us know. So I think back over to you, too, Robin. Yeah thanks, Marcy. Super stuff. So look, following on from Marty, mentioned earlier about the cost fields, and you can see a lot of the customization, even the custom groupings of my work there. The big one for me is the Custom Reporting solution on walking. And so obviously, as I mentioned when I talked about the Google Sheets integration, there's a lot of data in teamwork that our customers put in there and it would be great for we want to make it as easy as possible for them to get the value from that data and the insight for that data. So we obviously have a number of pre can report utilization, project health, profitability. But what we're working on now, I think, is super exciting. It's custom reporting. So we want to give you the ability to slice and dice the data and look at the data points that you want within teamwork and create those exact reports you need for those business insights you're looking for. So while Consumer Reports iteration won't look like will you'll be able to build the report you need based on projects, users tasks and milestones you looked at, your work is on track based on the metrics you care about and the custom fields you care about. We will track progress and identify at risk project, understand your team productivity and also keep your clients updated on the progress that they report. So super excited about this, giving you the power to generate the reports that are important to you with the insights that you need. It's going to be really powerful. We're super excited about it. So again, I think what might be said, if anyone wants to work with us over the next couple of months and cause the world to be delighted to have conversations with you and maybe show you some of the screens and some of the work that we're going to be doing on it over the next couple of months. I think it's going to be really powerful and we're really excited about it. You move on one place, did it. Kim, so continuing in the report's vein, we're going to be introducing scheduled reporting, so we want you to be able to automate the delivery of your team reports to whoever you like so you can deliver it directly to your selected report or your selected stakeholders inboxes, for example. And again, similar to what we did in desk with the time and frequency in a full control over the day time and frequency of deliver, you can choose your report format and you can save time on your reporting needs by just sending it directly from teamwork at a time and a format of your choosing. So super excited by that. Again, like that whole reporting area is something we're really focused on, so you can get the value of all the data that you have in teamwork and share that as easy as possible with your various stakeholders. You go on again, please delete. Thanks so if I go back to what I was talking about earlier in the Beijing iteration too, obviously we talked about the time and the financial budgets and kind of a really important part that is the ability to allow time and for your resources a lot of time within the system. And we want to make that as easy as possible. We've been doing a lot of research and having a lot of conversations and doing a lot of data analysis on how our customers use our time logging facility and how they would like to use our time magnificently within teamwork. So one of the things that we're going to be seeing over this quarter is a new timesheet solution. So based on our analysis, the majority of our workers of three of our customers would log their time either at the end of the day. At the end of the week, they logged in bulk rather than finishing a task like finishing another task, taking time. So we want to make that easier and quicker to bulk clock time, and we're doing that for a timely solution and will help you identify the gaps in your timeline and also keep you up to date on your timeline. And we have a lot of plans in this area to make our time solution even more valuable than it already is. So we are going to be working on this for a quarter or two. This is the first step in the timesheet solution, but you will see over the next couple of quarters this become really, really powerful and a really core component of teamwork. Following on from that, if you can go on one, please delete the other aspect of that we're working on this quarter, particularly is better time reported. We want a new time report. We are working on a new time report, I should say, within teamwork. We want to give it a much easier and a much better way to have a deeper understanding of your time data. You know how much time we're spending is available and how well are we hitting our goals? You know, a lot of people have, you know, they have a ratio of maybe 70% to 30% non-bailable. Are we achieving that across the project, across the team, across the users, across our client engagements? So having that ability to get that in a better time report and really understand what's going on in your business and where your employees are spending your time, and if they're achieving those goals that you set them, that's really important to our customers. So that's what you're going to see with the time report in the future, what we think about what we're thinking about laying on top of that category. So you'll actually be able to see the breakdown of time, not just in terms of billable, non-bailable, but also, for example, we spent 30% last month and design, we spent 20% on support. Just so you can get a much, much more in-depth and insightful view of how you are operating as a business. And again, it all ties back to hopefully help you be more efficient, organized, profitable and achieving your goals in terms of your business outcome. So the time sheet and the time report are kind of two sides of the same coin. We're going to be working a lot on improving our time capability to make it as easy as possible for you guys to use your time solution and also get the insights from that time solution. So we're really excited about the time report and the time sheet coming out over the course of this quarter. Nirvana did. The integration, yeah, absolutely have to call it out, obviously, Marcel already mentioned the Google calendar, I think we're looking at. We want that to, we think and I labor the point that he made, but we do think that might be somewhat transformative to the My work section and other areas of the product. We've talked about a couple of the HubSpot things we've already been working on and we'll continue to work with Hollister out and improving that integration. I mean, the automation currently has the ability to create a template, a project we want to improve that maybe create specific tasks at certain points if you need people chipping in during a sales deal or something like that. So we're going to continue to work on that. And we also want to improve slack and team or chat integrations. So they are the ones that we're really going to be focused on over the next few months in terms of our integrations. And hopefully we'll be able to layer some automation on top of all of those as well. Next later repeated. And speaking of layering automations on top of one of the things we have in the works at the moment is a Slack automation. So we want to automate slack notifications to ensure that everyone on your very slack channels or the specific Slack channel that you want to use gets the relevant updates as they happen. So we'd be able to automatically notify users via Slack and via the specified slack channel when an important update is made to a task or a project, for example. So absolutely making sure that everyone is up to speed on any changes that are happening. So that happens automatically, you don't have to worry about, well, does this person receive the notification? You set it up once the automation and slack? And you can be confident then, that every time that those updates are made, the relevant people are notified via their relevant slack channel. Next slide, please. On a desk, have to close something that's been a labor of love for the death team for a while. And again, I'll call her Joanne and that she's been working on this for a while now. So it's a live chat facility and desk. So we want to delight your customers with live chat. And have you have you give you the ability to instantly answer questions using team or desk in general in terms of deaths like live chat support is associated with faster resolution and much happier playing. So this is one of the main reasons we want to put it into our particular product. It provides an easy, accessible support channel. You can put it on your website and just have that little pop up in the corner where you can ask the questions. And are there any unresolved issues during chat? No problem. We can easily convert the live chat into a specific test taker for a more in-depth investigation or an in-depth back and forth with the customer that might not necessarily be suitable for life chat. So super excited about this coming out to disk. I think it's going to be really, really valuable for our desk customers, so we can't wait to see it over the next couple of months. Next, I desperately. Yeah, with that, I will hand back to Massey, and he'll talk with some of the items that are coming up on our roadmap in Q3 and Q4. Thanks, Robin. So some great stuff in the works a bit further out this year, so obviously we're busy beavering away on all that good stuff. This quarter. But if you move on there and I can talk about some of the stuff coming in the latter half of the year, so obviously more and more people are using more agile project management approaches. So today people use boards and teamwork very heavily for managing things in kind of a Kanban agile style. But we, from talking with you, understand that there are some limitations to that and that you actually want to manage projects more in this fashion. So what we're working on at the moment to speak another few months before we bring it into the product is better, agile project management support. And that's really by improving the board's capability in teamwork. So today, boards work fantastically well at a project level, and there is the Maori wards feature for managing Kanban style across projects. But really, what we want to do here is completely overhaul the board's capability and teamwork so that you can actually have multiple boards for projects and boards that are deployed across projects with shared columns. And we're confident that will actually give people a lot more power and capability around agile and project management the way you want to do it. So that's the first thing. In addition to that, we're looking at, I suppose, layering better automation. On top of this, we're looking at introducing kind of swim lanes and ultimately story points. So those the combination of those things we feel actually broadly meets the needs of most of the user base for how most people are telling us that they want to be able to manage projects in an agile fashion. So we're confident really, the combination of those things, probably mostly in Q3 of this year, will actually give users much more power and control and really elevate their agile project management from maybe the project level to across everything. And while we do have, we have the portfolio featuring teamwork, which is a great way of managing multiple projects in an agile fashion. The feedback really has been that people want to be able to actually manage tasks across projects on a shared, shared, kind of agile Kanban board. So so we're very excited about this, and we think it's really going to actually transform agile project management on teamwork. So keep an eye out for this. And again, if you're interested in being involved in the beta or on this to please reach out because we're looking for people to get involved early with us on this one. So I'll pass over to Robin there and out. Josie, I Namaste. Yeah, so I get the enviable task of discussing what we're looking at a broader level in H2 and some really exciting stuff coming up, right? So the first one is retainers. Obviously, a lot of our customer base have a lot of their revenue. And a lot of their project work tied up in retainers. So we've been looking at this in terms of a specific retainer solution. We have elements of it at the moment in the system, but it's really about having an end to end retainer solution. So we're in the research and design phase and that at the moment are really excited by it. As I said, so many of you and so many of our customers use retainers or have the ability or have their customer engagement on a retainer basis. So having that ability to have a specific solution that caters to that particular workflow, I think that's going to be really, really exciting. The other the next one we're looking at for H2 is kind of resource forecasting. So again, if you take it at the start, am I going to need more resources in six months time? I've got a big sales deal coming in. Do I need to get any contractors? Do I have the capacity to do this in three months or what the customer wants? So resource forecasting is something we're focused on as well. Third, one is as already mentioned, and I think I mentioned it as well that two way customers think we do think that's going to be super valuable when we get that in, and that is something we're working on at the moment. As I mentioned already, the fourth one advanced timesheets. We're going to see the initial timesheet solution come out in Q2. The guys are working on it this quarter, but we do have more and more plans in that area to make that even more valuable solution for our users. We do appreciate how important time is to our customer base and the ability to really understand what's happening with time, as well as the ease of putting all that time into the system is something we're laser focused on, as I said. So you'll see advanced timesheets at to as well. The next one is proofreading. So a lot of our clients obviously have a requirement that they have certain content or designs that they want to share with clients to get feedback on. And there's a back of back and forth there. That was a really interesting one for me to do a lot of research on a couple of clients actually said to me, it's the area in the business where they're probably at their most inefficient in terms of dealing with their clients. So that's that's, you know, you hear that as a product manager and you hear that is teamwork. That's a challenge for us. So we are looking at proofreading solutions as well. And hopefully making as we go back to our mission statement, hopefully making that process a bit more efficient than organized. So I think there's a lot of value in that. We're working on that as well. The last one on this list is proposals. So again, talking to customers was fascinating to understand how they currently do work with proposals, what they would like to see in that area. So really essentially, you know, when you send it to the client, how do you generate that proposal? How do you take the estimates or are the services that are required to get them to the client and get that transferred into a project once it's signed and turned into nsw? So that whole process is something we're looking at in terms of having a solution for that. Echoing what Marty said on any of these items, as I said, they're coming in to some of the Marine research and design phase is now, and they'll move on to kind of wireframes and pages and stuff over the coming couple of quarters. But if there's anything you feel, particularly that you could add value to us and help us with, we'd love to hear and reach out to support and reach out to us directly or throw a question in, and we'll follow up on the webinar list. Any help, you can give us any people that feel that they have insight that they'd like to give us an energy solution. We'd love to talk to you. I think that's it. I think back to. All right, fantastic, well, thank you, miles and robin, for taking us through so much, and we just have a few other quick things to share here at the end before we get into a brief Q&A. Again, just a reminder, if you have questions, we're doing our best to answer them on the back end, but you can always email our support team support at team. If you still have lingering questions that haven't gotten answered. You can also just reply to the email when we share out the recording, which we'll be doing in the next couple of days, and we'll be able to get this forwarded along. But before we even get to the Q&A section, a few things of note. So first, I think a number of you have written in asking questions about which of these features are on which of the plans and whether or not they're on your plan. You can always go to our team or pricing page to get the list of which features are in which plan. But a number of them we tried to call out in little flags. A number of them are going to be in our scale plan. So if you are interested in some of the Custom Reporting that you saw a bunch of the time sheet, advanced time sheet work, some of the budgeting as well, a number of those things, please reach out to our team if you'd like to try this scale features for 30 days. No additional cost to your plan. Just give you a taste of them. See if using the features is useful to your team, et cetera. So feel free to reach out again. You can reply to the email and we send out the recording. Or you can reach out to learn at teamwork dot if you want to try any of the features that you've seen listed that aren't currently on your plan. Same thing goes for the grow plan. Of course, if you have seen any things that show up on there as well, just want to flag that we put out about a month ago at this point, already a really interesting state of productivity report our marketing team worked hard on. We collected data from over seven million completed tasks from client services team. So again, folks who work with clients about what their productivity looks like in teamwork and for those teams that are executing client work. So really interesting stuff about there, about times of the week, times of the year, just general trends and then some really interesting granular data. So you can go find that under our Resources section on our website as well productivity report just to flag that in case it's of interest. And then also underneath that resources section of our website, we are launching by the end of this week. So this is a sneak peek of it, our new Success Center. So this is a chance for you, your teams, any new members or any existing members of your teams who want to get up and running with teamwork. We've got a wonderful new education hub that we're launching here, so you can watch you can join live webinars. So watch videos. Join live webinars. You can do hands on guided activities. If you're more of a doer, you actually want to get into teamwork and try things as you're doing them. And, of course, a lot of guides and help documentation also listed from there. So it's a great place to just sort of find everything that you need in one place for getting up and running on teamwork. So just to flag there. OK, we're going to with the 10 minutes we have left great timing. We're going to move into the final section of this, which is the Q&A. So if you have any questions for mossy and robin, please throw them into that questions panel right now. You folks have been wonderful at being so interactive as we've gone through and added in tons of questions as we've gone. But if you have any questions right now for the Q&A, that would be fantastic. One question that I will flag I've seen come up in a number of ways from a number of folks is how do you get actually added to those betas or how do you get involved? So I think the easiest thing to do since there will be different betas for the different features is just again, reply to this email when we send out the recording. Or of course, you can email in support of team works and we will get you connected with the product team that is working on that in the beta that is associated with the feature you're interested in. So if you write in say, I'm interested in being part of the beta for this specific feature or just in general, we'll get you set up that way. Get to that site. Yeah, the topic, right? So as you suggest the email that we provide, there is the best way to ask to participate in that. The other thing that's really helpful for us, many of you do this. You may have noticed we often when we release something new for a little feedback bubble or a link in the product itself, right? And when you spot that on new things and you like to maybe be more involved in what we're doing with that, you can actually just reply to us in the product and tell us there, like we thrive on the feedback that we get directly through the product itself because it's in context. So if people spot that and want to give feedback directly through that and get involved with an earlier stage, that's not a great way of reaching out to us because we read all those and they're very important. OK OK, folks, any questions you have, Adam, into that chat pane? Um, I have one question here. Robin, I think this is for you, for the workload planner. Do are there any plans in the future to add an ad hoc time for recurring items such as like one hour each friday? The recurring? Yeah, it's an innocent question, and I think that will probably come possibly as part of retainer work. I think we think about that and those recurring tasks and that recurring, you know, work process on a monthly basis that makes a ton of sense. So it is something we're going to consider as part of that. Yes right. And actually, on that retainer stuff, I have a couple of questions here, and I know we're very, very much in the beginning research phases. So again, it was truly a sneak peek. But robin, if you wouldn't mind sharing a little bit about what you were thinking of along the lines of retainers, or are we not far enough to even answer that? Well, it's difficult. We are. We are talking to a lot of people, but where we see what we see automatically from the conversation we've had so far, obviously reporting is a big part of it. OK you want to be able to understand how much your business is tied up and retainer or what the utilization is and retainer, all that kind of stuff. So reporting is a big part of it. The other thing that we're hearing a lot of data attributes, if this resonates with the group that's on the webinar is kind of stuff around the over underspending on a monthly retainer. So if you've got $1,000 a month and I only, you know, work, I get 500 of that. So I haven't spent $500 that come over onto the next month. How is that handled? So it was really interesting because the way we talk about retainers, you know, it's a month, then you do the same thing next month and all that. But actually, there's a great degree of flexibility required in the solution that we're working on at the moment. And we're working, as I said, with design at the moment, they're coming up with things. So being able to handle those kind of scenarios and those kind of sophistication in the various ways of working with clients and retainers, that's what we're really focused on at the moment. Probably, hopefully will have some, some screens to share in some ideas and some concepts kind of a May time frame. And we'll go back to the people that they were working with and anyone else who puts their hand up and wants to see them. But it's complex enough. Therefore, we're confident we're kind of getting to a point where we have a way or a solution that we're comfortable with bringing the putting in front of people and getting their feedback. I think the other thing I'd add to that, robin, you know, we've talked about a good bit is, I suppose, putting the clean company view more sensibly in terms of how people are looking at. So that rather than it being more at a project level, people kind of look retainer more at the client or the company level and seeing, look, we have these set of services or things that we're doing for a particular client. And how much of those is retainer based so that you can look at really at the client level rather than maybe specifically at the project level? No, that's a great call. And you know, you might have an ongoing one off project, but you might have three retainers with a client for three different services. And getting that view at the client level is key to obviously understanding what's going on with your business, but also their client relationships. That's a great call up, Marci. I have a question here about my work, so when you were talking about the custom groupings within my work, the question is that akin to a task list like any project? Or could you explain a little bit more about what you mean by custom groupings? Sure Yeah. So probably a bit more simple or basic than that in the sense that we just want to get it. Yes, in ways like a task list, but it won't actually be a task to it will just be a way of actually creating effectively a heading kind of a dumb heading in ways and then grouping things under that. So you might have it might do it by priority. For instance, you might just say, look here stuff that I need to do like urgently less urgent forever list, you know, and so you could create those three groupings and then you can just manually move tasks between those different groupings, depending on how you're managing it. So we're going to do that originally, initially in the kind of just the table view style that you can do it like that. But then the likelihood is that we'll extend that to people actually being able to have a personal Kanban style view for those kind of custom groupings and having a workflow like that. So a bit like task lists, probably just more basic than that. And then we'll extend that into other kind of use for my work after that. OK I have a question here just grabbing a few here. Are there any plans for multiple category assignments for a single project? So in other words, if one project is for different teams or associated with different or perhaps associated with different projects? Is there any way to share that view across? That's that's an interesting one that hasn't cropped up so much, but yeah, maybe it is something worth looking at. Yeah, Yeah. So whoever has asked that in actually I'd be more than happy to have a more in-depth conversation around that just to try and understand a bit better. But it is something we could look at. Yeah no, hey, let's see, I think we'll just have time for one more. OK, I have one here. Are there any plans for subtasks or checklist on tasks that aren't invisible to clients or collaborators? So we talked about ways in which we're making things more visible to clients. Are there more ways or are there more granular ways to only make certain things visible to clients? Uh, if I understand that correctly, I mean, you can probably manage that today with the task privacy probably have to look at the degree of granularity that the particular user is looking at. They're not in the short term. This is something actually myself and Dan, the CTO founder here, debate back and forth as to whether people actually want almost like checklist style items on top of subtasks in the product. It does come up and we do get asked about it. So it is probably not in the short term, but it is something we might consider a bit longer term, where people are probably looking for a bit more granularity and those things are more like checklist items as opposed to an individual task. So, so maybe in the future, but not in the short term. OK, great. All right, that is going to do it for us because we are just at the top of the hour here, so thank you to everyone who joined again. The recording will be sent out via email by the end of this week. And so you will get that you'll be able to share. You'll be able To reply to it. If you have any questions for either our product team or something that our support team can help with, and also getting access to joining any of those betas or giving that feedback, as we mentioned before, which of course, you can always do in the product, as Moss mentioned. Thank you everyone for joining us today for another great product roadmap for the second quarter of the year. We do these every quarter, so again in 3 months, I think end of third week in July as the next one, three months from the day, exactly same place, same time, and you'll get the invite for the next one. In fact, you can register for the next one immediately if you just want to take it out of your mind by going to the same place on our website underneath our webinar section and the resources. Thank you mossy, and thank you robin, for leading us through this. And thank you to everyone who joined us today. Thanks, everyone. You know. Bye bye. All right. Have a good one, everyone.