Product Roadmap Webinar Q2 2023

Transcript for the video 'Teamwork Quarterly Product Roadmap - Apr 20, 2023':

Teamwork Webinars: Hi! Everyone! Welcome to the product. Roadwap, Webinar for teamwork. Teamwork Webinars: For Q. 2 throughout 2023 it's Great to Have you here today. Welcome! It's great to see that attendee list climb up just to have a a mic check here and a sound check. Pop in the zoom chat Teamwork Webinars: specifically. Let's use that zoom chat to share where you're calling in from today. I'm very excited to be the host. I'm: Janelle and I'm based in Canada outside of Toronto. Teamwork So anyone close by or anyone else on Teamwork a crazy connect over here in Canada we got Chicago, Nashville, Ottawa. Teamwork Webinars: Toronto, Nice. Denver. Nicaragua, welcome Teamwork Zurich Switzerland. another auto on Winnipeg hopefully. Your weather is not too crazy out there right now. Vancouver, Ireland, Las Vegas once again. Welcome to everyone coming in Teamwork Webinars: just to make sure Teamwork Webinars: just to make sure you all can hear us today feel free to drop in your location in the zoom chat. Maryland, Connecticut, Toronto. Teamwork close by. I'm. Outside of Toronto and Kitchener. if anyone knows where that is Teamwork Webinars: Houston, Utah, Florida, Montreal. Teamwork Webinars: Oh, Stewart. Teamwork England, Minneapolis! Great to have everyone here today really excited to share all that is coming up for our product roadmap at teamwork. But as a reminder what we released because it was a busy Q one. So we're gonna get started shortly. But thank you for joining us today, and Teamwork Webinars: as you can see, we've switched to zoom webinars so feel free to use the chat and drop in where you're calling in from today. Gt. Area. Also Sacramento. Teamwork Czech Republic, Maine, Poland. Teamwork Webinars: Nairobi, Quebec. Teamwork Illinois, Barcelona. It's so great to see all of our users calling in from all over the globe. Thank you. If this is a weird time for you, thank you for joining us, we try to make these as a Teamwork as accessible as possible. But Sydney. Teamwork Webinars: Tucson, Buffalo, Hi, Mackenzie. Teamwork Wyoming, North Carolina, Montreal, Kansas City. just a couple of more minutes here. We have a very, very full house today. There was lots of registrants, so it was great to see a lot of a lot of eagerness for our event today, so we'll just continue with this sound check. Teamwork Webinars: and Mike check for 1��min or so more. But yes, drop in the zoom, chat where you're calling in from Teamwork today. We have hungry. Sorry about the leaves, little hockey talk, because that's that's common for us Canadians. Teamwork Webinars: Yeah, they're having a they'll. They'll have a rough. Go in the playoffs again. I'm. Sure. Webinars: Washington, San Diego, St. Louis, South Africa. Welcome Teamwork Florida Atlanta, Honolulu and Hawaii. Welcome! Welcome! It's great to have everyone here. Teamwork Webinars: Thank you for joining us. It sounds like that. Chat is active and working no problem. Everyone's able to see the screen Teamwork Webinars: and hear us today. So Teamwork Webinars: think, on that note we're probably gonna kick off the webinar, but it's once again. Thanks for coming. It's great to see everyone in that zoom chat, letting us know where they're calling in from. So, as I mentioned, my name is Janelle, i'm part of the product marketing team here at teamwork. Usually, you see Dd. She's on the other side today. So her and I have switched roles, so i'm excited to be your host today and thank her for her help in the background, and Teamwork Webinars: I want to introduce our 2 presenters, Jane and Robin. If you want to come off camera and introduce yourself. Jane hey? Everybody can't believe we're at another quarterly product, Roadmap Webinar time is absolutely flying. But looking forward to take me through what has been recently released, and some of the exciting things that we're working on as well. So yeah, looking forward to the rest of the Webinar. Robin Yeah, same as Jane here. Really, we've we've had a very busy quarter in Q. One. It's not so. No, neither in Q. 2 so excited to share the updates Great. Thank you both. We just like to start by reiterating our mission. We fully are committed to this, and really align our everyday work with our mission. We live in breath by this, and it's really our mission Teamwork Webinars: to make clients service teams everywhere efficient, organized, profitable, and as a result, happy and and delighted along the way. This is really the heart and soul for teams that do client work. So you know, we really Teamwork Webinars: hope that you understand and and can see how dedicated we are to our mission in what we work on, and and the features that we release for you folks. Teamwork I think we're so tied to this mission because our 2 co-founders started an agency before they even started teamwork. So it is in our blood and bones. They started an agency for 8 years before teamwork was founded in 2,007. So Teamwork Webinars: we we are one of you that deliver client service, work, or or other project management people, and it's just really great to continue to develop features that we really hope for valuable and and solve Teamwork Webinars: solve for your pain, points and and problems. Our agenda today is to first kind of remind us all that was recently released in Q. One. It was a very busy quarter. Some really big features got rolled out, so we just want to reiterate and re-highlight what has been rolled out. Teamwork We want to do a. Sneak peak of what's coming Soon so what you can expect for Q. 2 specifically. And what's in flight right now Teamwork and then? What's happening in Q. 3 and beyond. So pine kind of pull back that curtain and take a longer look at what's coming down the pipe for teamwork. We'll then end with some and more. So just laterally, some other news of other things happening in and around teamwork as a company, and then we will end with Q. A. So we will reserve 15, Teamwork Webinars: 20��min at the end of our our time today to answer your questions and and keep the conversation going. It is an hour long, so it's it's going to be about 60��min for us today, and as I mentioned. We are using zoom for the first time. So thank you for your patience along the way, as as we hopefully nail this first first trial run in our new tool. But Teamwork Webinars: please do use the question and answer box for your questions. Specifically the chat is great to drop in where you're coming from, say, hello, but we do ask to put your questions in the Q. A. Box. Specifically. Teamwork Webinars: there is a very large audience today. We're almost at 800, so, unfortunately, any raised hands we will not be able to keep control of and and manage on our side, so Teamwork Webinars: feel free to raise your hands and and use that. But unfortunately we're going to be drawing our attention to the Q. A. Section, specifically. Teamwork Webinars: and you all should see some emojis on the bottom of your screen. So when you see something you like, or you love, or you want to celebrate, feel free to give us some emoji love through those reactions on the bottom of your screen. and just to anticipate any questions or answer any questions about a recording that has come up, we are recording this, and it will be sent out in an email tomorrow or early next week. So if this time doesn't work for you, or if something comes up. Teamwork Webinars: feel free to to jump, and just by registering and attending you will get a recording of this Webinar all right. I think my time is up, and i'm happy to pass the mic over to Jane and Robin to talk about what we recently released. Robin Thank you very much, Janel: I appreciate that. Yeah. So the first thing we want to talk about on the next slide is the my time sheet solution. Robin O'Sullivan: Okay? So I think on the last webinar last quarter we were just on the point of releasing my time. She's generally that's available on our plans, and we're delighted to report that it's fully released. A lot of people are using it. A lot of people are getting a value from it. Robin O'Sullivan: What I particularly want to call out on this so is something kind of we. We kind of a model we're trying to roll out across all the teams. Really, we released my time sheets and the feedback you guys gave us was fantastic. We actually got flooded with feedback, which was great, slightly overwhelming, but great, and what we were able to do, we were able to iterate on that pretty quickly. So basically both Robin O'Sullivan: 2 to 4 weeks at we'd release, we'd already added some additional value to the solution. Roles were persisting week to week the my time sheet solution for all the time kicking on your tasks that opens the tasks laid out. So just an example of of of Robin O'Sullivan: us getting the feedback from you guys, and being I'm being led by the feedback you're giving us in terms of improving our solution. Robin O'Sullivan: So I want to thank everyone that did provide feedback from my time sheet. As I said, it's out generally on all plans. We want to be known as the the best place in the easiest place to track time. My time sheet solutions a key part to that one of the things that's going to make it a key part to that I continue to add value is your interaction and your feedback. So just wanted to call out, Call all our customers, and that, and thank you for writing that feedback, and we're going to make it. Continue to iterate out and make it more valuable. As we go through the next couple of quarters Robin O'Sullivan: you run their pitching out. The next thing I want to talk about is the client view. Okay? So what is the client view? Well, first of all, we are working Robin O'Sullivan: when you work in team or tradition, you know the last couple of years. Really, I think you're probably well aware that it's really focused at the project level. Robin O'Sullivan: and that's really the main view you have of the work going on in teamwork. So what we wanted to do was we wanted to kind of raise that level up a small bit and kind of reorient team work away from that project, first view to more and more of a client first approach, and allow you guys to manage a claim via that claim view, and that could sound the view of everything going on across all your various projects, or your engagements with the client. Robin So where are we with that? Why is this in the release of your release? Features? Because most you're probably saying, I don't have this in my account right? So at the moment we've initially released it to a small cohort of users, and we're getting feedback on that. Robin O'Sullivan: and that's gone really Well, so far. We've I've got a lot of good feedback from that, as we continue it to iterate on the on the solution before we do a general release. But we want to give everyone a an early peak at this. Robin O'Sullivan: So we're gonna be focusing on. As I said this view on managing client work across multiple projects, including retainers, for example. And what this view will give you is a holistic view of the claim engagements. You'd be able to see key metrics from across your various claims Engagements You claim projects, and hopefully you'll get as complete of you as possible of your relationship with the client, be able to identify issues, acting them quickly and just be able to manage the claim relationship in a much more in a much easier way for you and for anyone who's working with the client for your company. So Robin just to call out 2 little things on it. This will be an optional configuration setting. Okay, so we're not gonna insist that every load is claim to you. You could stick with the current companies view, and also there'll be different flavors on the different plans so deliver grow scale. So, for example, we have a lot of the more sensitive finance. Information will be probably on the higher plans and stuff that's still being worked out to any feedback you have. When you do see this, you roll out. We're happy to take on board, but just to give you an an early look at the claim view. This is coming. We have out to a small court of customers at the moment, and we'll be rolling it out 10 more generally over the next couple of weeks. Robin O'Sullivan: Did you move out the next one? There, Piece it out. Robin O'Sullivan: Okay, retainers. Yeah. So retainers is a big one for us. Okay. So we've generally released retainers on scale. So a lot of our customers. We talk to them regularly port, that a lot of the revenue side up in that in those retainers. So if you think about the client life second, that we today we hear about my customers. Robin O'Sullivan: You might have that one off kind engage with the beginning of. But then you might move on to that retainer, that ongoing month, year quality retainer to continue to create services to that client. So our retainer solution. It's the first iteration of it, and it's really designed to help manage that ongoing, those ongoing client engagements. And one of the problems we wanted to solve, and initially was: Well, if I have a month to retainer, and the client goes over the retainer or the client as well under the retainer. What happens with that overspend of that? Understand Robin O'Sullivan: a lot of people based in our research, we're managing that via spreadsheets. And obviously that's prone to human error. So we've made that a configurable setting on the retainer budget. You can add the underspend to the next month, or you can reduce the or take off the overspend from the next month as well, depending on on what scenario you're in with your customers, and obviously you can get a view, as you can see in that screen print of of what's happening right across the life sake of your retainer. Robin O'Sullivan: So that's iteration one with the retainer. It's really excited about it. It's out on the scale plan. Now. Robin O'Sullivan: that's not to say that we're limiting you to the scale plan. In a couple of weeks we're still actually iterating on it. We released it kind of early, but we still got working on it, and you will see a capability for your retainers on the grow plan as well, and then not to just the future. So we're almost fully finished it on our first iteration that should be coming out over the next couple of weeks, and you'll be going to see it in the grow plan and not just scale at that point, but we're super excited. We're getting good usage of it so far, and I think we we open it up to users on the grow plan. We'll get a lot more usage. Robin O'Sullivan: a lot more feedback, and then we'll obviously continue to iterate on that and iterate on our standard solution because it is such a key process and a key solution for our our Icp Microsoft Teams automation. So yeah. So again, following on from the hubspot automation. We've talked about this, for before following up in the slack automation which we've talked about in this form before we are absolutely delighted to bring out the Microsoft teams automation to our customers. Right? It's all about the alignment to make sure everyone is aware and notified updated when changes happening and ongoing projects. Okay, so what happens here? Right? You can link your project notifications to team channels and chat. Robin O'Sullivan: So if you make an update in the project, everyone in the team's channel, or even individually, will get that update. So again that alignment, keeping everyone on the same page, making sure everyone's aware of any updates that happen, making sure they're aware of it automatically. It's really valuable, and we've seen that with our slack automation and Microsoft teams is following on from that. So we're delayed to get this out. We think it's really really powerful, and we've already got some great feedback. So if your Microsoft teams users check it out, it would encourage you to check it out. It's really really valuable. But the next day P. So automations on templates absolutely so. This was a Robin O'Sullivan: fairly consistent requests for a while from a lot of our automations users so previously. When you created a template, or when you created a a template from a project, the automations weren't automatically put on to the template that has now changed. So once you you create that template from a project with automation, the automations are carried over to that template so that those those workflows you've set up with that process you've set up is automatically available. Anytime you anyone uses that template to create a project. So. Robin O'Sullivan: as General said, I think we want to make people more efficient, more organized, profitable, happy. This is certainly one that falls into the more efficient and more organized category. Robin O'Sullivan: I'm. With that I think I would pass over to Jane. Jane Aston: Yes, even indeed. Thank you, Robin. So the first thing on my side of things is proofing. Jane I'm sure a lot of you have checked out the the proofing feature already, and it can be access from this site. Navigation by our teamwork, like you can see in the screenshot there. But proofing is a feature. We've had a really great buzz around. We've heard an awful lot in the past bit to struggle a lot of our users have had with managing proofing cycles. Jane Aston: You know things around the image of time that you spend chasing up the client approval of the work, lack of visibility into the status of the approvals, you know, at kind of a splintered experience for both the client and for the the project manager, the person that's waiting for the approval on the proof. Jane Aston: And so what we have done in the proof in front, and this was released a couple of weeks ago. Jane Is we've created a seamless proofing workflow all from within teamwork. So we've enabled the visibility into the status of a proof at a glance. And we really want you to be able to manage that proof through its full life cycle. So that's from creation of the proof Jane Aston: at revision, internally sharing it with the clients for the clients approval, and really having a paper trail and kind of a single source of truth for that full life cycle of the proof. Jane And what's really lovely about this as well, is that you can actually share? Share the external links with your clients, and they can annotate on it. They can resubmit for revisions, and they can actually directly approve the proof, all from within teamwork and the client doesn't actually even need to be a user of teamwork. You can get this shareable link. Jane Aston: Send it over. Have all the communication, have all the back and forth, have all the annotations and revisions, and have all of that saved within teamwork which we've heard like I said, really positive feedback on. Jane Aston: I am going to share some more of the exciting additions that are coming to proof. So we've had plenty of feedback, some really great ideas coming back from customers, and and they're in active development and being worked on in the moment. So we'll we'll cover those in the the next section of the Webinar. But if you haven't had the chance to check it, proofing just yet. Be sure to to do so Jane Aston: cool, so we'll jump on Janelle to the next one. and that is mobile. So people really love our mobile apps particularly, for you know, checking work on the go, whether it's on the commute, maybe logging time when you're meeting with a client on site. Jane But some of the things that we heard around the mobile app is that it can be difficult to find what's most important, based on the job that a particular user wants to do via the mobile app. Jane So we've heard things like it can be hard to jump back in, you know, if you were working on something previously, you leave the Mobile, app you to go back and kind of retrace the same steps each time to get back to the most recently worked on. Item, we'd also heard that, based on the user's role or their users needs from the mobile app. Jane There's certain aspects that are more important to them than others, and and that there was no way read, customize the mobile app to reflect that Jane Aston: so what we have done and is, we have created an improved global home area on the mobile app. and we've made navigating a team work on the go easier. Jane So the first piece of the puzzle there is the ability to customize your home screen and create a landing page that suits you. So you can customize the views that you can see in the screenshot here. Collect the things that you know they're important to you, and so that you have quick access to them whenever you need them. Jane The other piece is access to your recently worked on items. So again you can jump back in where you left off, and with having to retrace your steps and go back and find the o that you had. Jane Aston: I've been previously working on Jane shortcuts is another introduction, and so you can create a shortcut PIN it to your global home and access a lot of your most visited license and mobile app. So, for example, if you have, take your task list that you know, for a given Once you're going to be working on quite a lot. You can PIN those into the mobile home area. And then, lastly, starting your time, we're on the go with the single click as well. Jane Aston: which is a huge one, we see an awful lot of people using the mobile app for, like I said, logging time while you're on the road meeting with the clients commuting in and out of work. And so that's a time. Where is a a great time saver as well. So that is a whistle. Stop tour of some of the things that we've recently released to teamwork, but we know that what you're really here for is all the juicy, upcoming features. So we will get those in just a minute before we do Jane before we get stuck into that side of things, and we have a few exciting early access groups that we just wanted to share, and that we'd love for you to be a part of. Jane Aston: We'll be covering these off in the next section of the Webinar, so you'll get a little bit more context, and you'll learn a little bit more about what these features are. Jane But we are going to share a form into the chat to register, to be a part of this group. Now, so pop your details into the Forum. We'll make sure to get you all set up within the next week or so. If the early access group is already open. Jane Aston: or as soon as the early access group is open. If they're not already, so be sure to to leverage that Forum. Pop in your details, and we can make sure that you're added to all of our upcoming already. Access groups perfect, so we'll move on to some of the upcoming feature. If you want to jump on to the next slide, you know that would be super Jane Aston: Greece. Jane Aston: So the first one up on my side is a new and improved list view. So we know that you all of the task list you that we have today. It's super powerful. It brings a huge amount of value and power when you're creating and executing on work. Jane Aston: But some of the things that we had heard in the past was, you know, adding tasks can sometimes be conf cumbersome. Jane particularly when you're getting a project set up. You're adding a lot of tasks in a single sitting and editing tasks can also take toy, and particularly for users, such as you know, project managers who do spend a lot of time adding and editing tasks, and it can be hard to kind of quickly see what you need to see at a glance, particularly with the task Details panel. Jane Aston: So with that being said. Jane we're introducing the new faster and a more streamlined version of lists You so we did cover this off a little bit in our previous Webinar as well, and what's really exciting is this is actually been with an early access group now for a couple of weeks, performing really Well. Jane we've got some really valuable feedback. Jane Aston: Some of the things that we've done. As part of this new list view is improving the user experience, particularly around kind of quicker adding of tasks. Jane Aston: And since we released it to the early access group similar to what Robin was discussing earlier with the the time sheets there's been a huge amount of feedback we've gone through. We've understood it. And there's actually a lot more work being done in this area of quickly adding tasks. Now as well specifically around, kind of things like being able to quickly create tasks. Jane Aston: but also adding tasks, attributes, or task items while creating the tasks that are important. So things like assigning the task to a user notifying a user that the task has been added, adding due dates, those kinds of things. So that is, in the works right now, and should hopefully be coming it soon also. Jane Similarly around the editing task side of things with the new experience, you'll be able to very quickly and easily change things like the assignee, update the due dates, tides all with an awful lot, less friction, and a lot more quickly. Also, with the task details slightest. So the cited panel that you can see in the screenshot here, and you're going to be able to see exactly what you need at a glance and really quickly update or add any task attributes that you need. So it's giving you an awful lot More detailed insights an awful lot more quickly Jane and like, I said, it's been with the already access group for a number of weeks. Now we've seen some really great engagement, some fantastic feedback, and some of the things that we're hearing around the adoption of this, and the reasons that people prefer this new list of the other is is things like I said. How easy it is to update or edit task attributes. Jane Aston: Description is one that we've heard an awful lot. You can update the description, or or add or edit with a single click name which is super quick. Jane Aston: and we've got a fantastic new activity dropped in, and the task details. Panel, for example, so gives kind of more accessible audit trail on the task, and an improved out preview experience all from the task. And so there's a lot of things to love so definitely pop your name into the that really access for, and to to get your hands on the new list, you and task details panel perfect. We might jump on to the next one to know Jane Aston: who. So we have heard for years, and what our users are working with our Project Board view within teamwork. Jane Aston: But what we have heard is that often users struggle with ensuring alignment in workflows and consistency across projects as well as getting that bird's eye view of progress and staff of work across the full breath of projects and clients within your teamwork account. Jane So with that being said, we're going to be bringing improved consistency and visibility to teamwork with our brand New Cross Project Board View and workflows features. Jane So to tackle the consistency struggles that we've heard people having. I will be introducing shared workflows within teamwork. So this will allow you to build a dedicated workflow at a site level to ensure complete consistency. And how your teams work. Jane Aston: And what's really great about that is that you'll be able to create multiple workflows at a site level to choose from, based on the nature of the work, whether it's a design workflow or a development workflow, and then apply one of those down to your projects. So it's really going to save a huge amount of time and give them really high degree of consistency to hey, your team or your teams are working. Jane and then to tackle the Cross project visibility issue that we hear our users grappling with You're also then going to be able to view the status of that work across these workflows at a site level. So a great example of this is to picture a development team in an agency. Now, you know, this development team is working on multiple projects across multiple clients. Jane Aston: We know their workflow is the same, regardless of the project that they're working on. So let's say that the stages in the workflow are ready for development in development in pure and race. Today a team work, the development manager Jane would be unable to get a clear view of the dev teams work through this workflow across all of their projects. Be very tricky to see. You know how many tasks are in the active development. Call you how many tasks are in P, or when trying to view it across multiple projects. Jane Aston: Let's also say that there's a a new Qa. Step that needs to be added to that development team's workflow again. Today the the Dev lead would need to visit each individual project and actually add this new column to the board so obviously. That's a lot of manual work. Jane Aston: So enter workflows and with workflows and cross project boards. Essentially, all of the Dev teams work can be viewed and managed at a site level across any and all projects, so the deadly would be able to view the development workflow across all of the projects that that workflow is applied to, and in addition, any changes that need to be made to the workflow. Jane Aston: for example, adding in that Qa collium can be made in one place at that site, level workflow, and that will reflect in all of the active projects, and also the templates using that workflow. So, super time, Saver. We've had really positive response to the kind of research and usability test that we've done in this Jane Aston: so really excited. So again, another opportunity to pop your name down for the the early access for workflows. Jane Aston: Cool my jump on to the next engineel. Jane Aston: Proofing continued. So like I said, we've seen really great feedback rolling in since we release proofing. And there's been a really positive response to essentially enabling users to manage what's essentially very time consuming and like, we said, splintered workflow directly from within teamwork. Jane Aston: And what's been gracious, we've seen some really clear trends in terms of what our users feel is missing, and the feature is that will really bring proof to the next level. So the first thing that we're looking to do is to enable the proof of links which i'm sure a lot of people on the call will be very happy about. We heard this lay in here in the feedback. Jane Aston: and so this is going to allow you to view the status of every asset that's going through a proofing workflow. Jane regardless of whether it lives in teamwork or not, so you'll be able to create a proof, submit a link, whether it's Google, Doc or Sigma, for example, and see the status of that proof against all of the other proofs that you have active within your teamwork. It came so that's going to be a really powerful one. Jane Aston: and that is an active development at the moment. I'm excited to say so. and keep an if that one. Jane the second item of feedback that we've heard a lot is that our users want to embed, proofing more deeply into teamwork, and actually be able to view the status of the proof attached to a particular task which is really positive that there is that desire to get this feature further into team work? So we're really really pleased to see that coming back in the feedback. Jane Aston: This is also being worked on at the moment. So soon you'll be able to see any proof that's attached to a task at the task level. Understand the status of the proof, and actually even be able to create proofs directly from a task. For whether it's internal review or client approval as well. Jane Aston: And then the last thing that people wanted to see was again embedding groups back into teamwork. To be able to access proves at a project level and not just at that site level area, since it's also something that we're exploring at the moment to help them back, proof that it's a bit more deeply super next slide. So please Janelle the next item, and this is one that i'm very excited about. And again really positive response to all the research we've been doing this, and is a calendar view in my work. So for some time we've heard that our users want to get a really full sense of what their day looks like in order to plan their day. As you know, efficiently as possible. Jane We know that a standard working day doesn't just consist of the deliverables or the tasks that are assigned to a user and team work. There's also a considerable chunk of our working day that could potentially be taken up by meetings, whether it's internal stand up, or you know, client facing meetings. So Jane Aston: what we're looking to do there is that we're going to build a brand new calendar view in my work that's going to integrate really tightly with Google Calendar in order to provide that single source of truth to plan your day. So it's going to lay you to see your capacity for any given day based on your available time outside of meetings. Jane Aston: So you'll be able to view any tasks that are due, so you can plan your day and a week down to a team with all of the information you'll need at your fingertips, which is really exciting, and what we're also going to be introducing. Jane Aston: It's time blocking to the my work calendar. So this is going to lay you, then to carve out that time in the calendar to focus on any tasks and deliverables that are due today or later in the week, and it's really going to allow you to maximize the billable hours that you have for your day, based on your capacity around meetings. Jane Aston: And then the next step beyond that is, we're actually going to enable you to really quickly log time against these 20 blocks as well, for really quick and easy logging of time, based on the work that you've already done planning your day. Jane Aston: really looking forward to this, getting it to users hands. And like, I said, we've had some really great results from Usability tasks really great reactions, and we feel really strongly that this is going to play a a really big part in you know Power, you appearing your team to run a more efficient, productive, and ultimately profitable business. So another one to Jane Aston: pop your details into the ready access for. and I believe at this point I am going to hunt over to Robin. Robin O'Sullivan: Thanks, Jen. I just like to call out Sandra Booker, who just put put in the chat there. She and witness for ages, Sandra hopefully, you won't have to wait much longer for the kind of view. But just imagine, Sandra. Robin if you could also integrate your Google Calendar with your time sheet and automatically log time against meetings, what are available or not available, or internal work or daily stand up or anything like that. It's not in the coming zoom. But it it's it's it's something we're we're working on at the moment. So it shouldn't be too far in the future. Robin O'Sullivan: So hopefully that that that would be more valuable to. So the first thing I want to talk about coming soon, it's probably time sheet, and when we say coming soon. It's coming very soon. It's actually just on the verge of ex in Qa. Robin O'Sullivan: We talked about the my time sheet earlier, which allows you to, you know a long time in that week view, and and kind of almost identify the gaps in your week and and fit in those gas. But obviously we want to bring that up a level as well, and let the the project managers as well look across their teams, their projects, and see where the gaps are Robin O'Sullivan: in terms of of who's log in time? Who isn't log in time? Because obviously you need to log it in a timely manner again unintended, so that you can build your clients and and get your revenue into your company. So Robin what this is going to allow you to do is is quickly understand. At that company level where the gaps are across your team in terms of who's as, or has a lot of time you'll be able to see the capacity employee as well in terms of what they have left, and it just helps you ensure that obviously your logging time in that in that process that there are no gaps that you're able to build your client efficiently and get that that revenue going into your into your organization on schedule. So company time sheet in Kuwait the moment should be up very, very soon. Robin You want to the next in there, please it out. So the next one following on from the company time sheet. So what happens if you do it? And for those gaps within the company times you, you see that some people that haven't allowed time. Well, we're hopefully going to address that with time reminders. So this will allow you to automatically set and send time reminders to those employees at a time of the week you're choosing. So you may say. Robin O'Sullivan: All right, remind people who have less than 50% their time. Now for a week. Send them an email at 40'clock Friday. Send them an email at 90'clock Monday morning whenever it might be just to make sure that they're getting the reminder that they have to allow the time in an efficiently quick manner as they come. So it really it's it's. The help Robin O'Sullivan: helped ensure that those gaps that we added, for a company time sheet can be addressed throughout the project manager having to get out and send an email to someone or having to tap someone on the shoulder. Because we we here fairly regularly from the project managers. What a pain that is in terms of chasing people a lot time so hopefully. Time reminders will go somewhere towards alleviating that Robin O'Sullivan: that pain point. Move on there, please to not our user rates. One of my particular PET favorites. So we are currently working on, and this will be kind of later in the quarter, whereas the the reminders and the approvals are are fairly close user rate to be later in the quarter, probably around June timeframe, although we will be releasing and slices, and we will be improving as we go. But the the final. The final solution will be available kind of in totality towards the end of the quarter. Robin O'Sullivan: So we're updating a rate solution right? Because we want to give you more flexibility control around the rate. So Robin O'Sullivan: one of the things that we're addressing is that you there's actually. Now we're in teamwork at the moment to have a look at the user rates history. See? Okay, actually, when did I change that rate? And what effect did that have? And when did I make any updates or changes to that. So we're gonna be surfacing the race history within teamwork. The big one for me, though. Robin O'Sullivan: is that we always want to have the ability to retrospect through play race to desired day ranges. So at the moment, you know, if you set it on January fifth, and you should set on January for it. We have no way of allowing you to go back and change that, and retrospectively play the race to that day range. That's going to change. That's the main pain point we hear on on rates. So that is going to change, and the ability to retrospectively play rates to the desired date. Ranges is coming, and should be there. But in this quarter, and we're just going to improve the Ux room as well. I think rates are Probably Robin O'Sullivan: I think it's fair to say they're they're not brigidly located in terms of discoverability. The Us. Can be improved around that. So there's a whole thing going on in in terms of user rate. There's more to come on that unus the rates. We'll talk in a little bit about some of the service, time, work going, and and some of the flexibility that will give us their own rates. Robin O'Sullivan: But for now this is what we're focusing on that raise the history, the retrospect. We are playing rates, and also the improved youx around rates in general updated desk. Ui: Yes. So this is a really important one for desk. Right? So obviously at the moment. You know, we have a lot of desk and team of users, and the the experience can feel a little disjointed, but we want a consistent team of Qx across both of them. So hence the updated desk. Ui. So we want that consistency across both the project as we tied them closer together we are moving towards a more seamless tox between desk and teamwork, and we have in a slow roll. We want to give customers time to migrate and get used to the new experience in desk. Robin O'Sullivan: But it's gonna be very similar, as you can see from the screen print in terms of the left hand menu from our team work offer, and what you're gonna see over the next few months from desk over the next couple of quarters from desk is that we're going to be going. Robin O'Sullivan: We're gonna get a lot tighter with teamwork is going to be hopefully seamless. Processes and workflows between the 2 of them when it comes to things like retainer support when it comes to things like time tracking, and other other items like that. So this is a first step in it. We really want that that combined, or that that consistent user experience Robin O'Sullivan: between the 2 products. So that's what we're working on at the moment, and that roll out would be going on over the next few weeks. There we go, so I think we're going to Q. 3. And beyond, and I am handing back to I've actually taken the first couple of my. So yeah, coming next, just to talk about it, one of the other things we we're talking about when we talk about time. Is that a time approval, mechanism? So we want to be able to ensure Robin O'Sullivan: that, you know, especially for those organizations, maybe have more employees that you're able to go in and look at it and approve the time before you build your client. Make sure everything's in order. So there's a time approvals mechanism coming shortly. Robin I mentioned the service line work. So that's in research at the moment. Probably something that Robin O'Sullivan: it's long overdue and teamwork that's actually going to give us increased flexibility for things like multiple race per project in terms of user rates and in terms of reporting across service time. So you can understand in your business where your most profitable services, etc., and maybe focus more with energies on that and and maybe a little less on the on the less profitable services that you do. We've got a big resource schedule update coming. I was talking to Emer, our product manager this morning. So that should be an early access in. Robin O'Sullivan: I think, early June. I'm hoping to get that out for the end of the quarter. That's really gonna be Robin O'Sullivan: a big update. We'll hope to talk a lot more about that in the next Webinar, which will be in July. Obviously that'll be front and center in that. But we're really excited to see that that's going to be a big improvement on on our current resource scheduler, and you're going to hear a lot about that over the next few months, Jane. I think the next 2 are yours. Jane Yes, absolutely. I can jump in so like I mentioned earlier. Jane Aston: One of the key use cases we see, for the mobile app is time tracking, particularly when you're out on the road, and or even One of the things we hear is Friday evening calls. Sure, I forgot to log my time, and it's being, you know, reviewed on Monday morning, and so time tracking on the mobile app is is used an awful lot. Jane Aston: So one of the things we're looking to do over the next while is to improve that experience of logging time on the mobile app. Jane Aston: and I laying it a little bit more closely with your experience and teamwork as well. So you want to have that full flow, whether you're long in time from the mobile app or from teamwork on your desktop that it's the a seamless, very straightforward job to do. Aston: That's going to be focused on the mobile side of things. Jane Aston: We're also going to be looking at improving inbox and notifications over the next, while as well. So inboxes it's a very strong feature, and we've heard, you know, really positive feedback on it, people coming out of their email and actually managing their notifications more seamlessly within teamwork. Jane Aston: But one of the things that we want to do is bring inbox and notifications a little bit more closely together, so that it's an awful lot easier while you're working to Jane Aston: identify and catch those really important notifications Jane Aston: in the notifications bell as it is today on the side of whether it's being mentioned to the task, or you know somebody Jane Aston: explicitly asking for for you to do something for them that will all be bubbled up within the notifications panel. That's a very exciting one as well Again, just to improve that every day the real basics of team work make sure that they're nailed, and that you get exactly what you need from them. And then archives, tickets, Robin. Jane Aston: is it? Leave desperate? Yeah. So I I have tickets right? That that's that's going to be another slow roll on on desk. But we're hoping it's really good to improve the performance to desk. So we've got thousands of tickets that are in desk at the moment that are no longer active, but are still kind of on the front end and in the database. So I kind of tickets it's going to start to put those into an archive state. You can still access them and reopen them if you want. But we're we're really focused on on this hopefully improving the performance to desk or active tickets and set. See some communications on that If you're a desk customer and we'd be rolling that out so slowly over the next few months. Great. thank you. Jane and Robin take a well deserved break before we jump into to the Q. And a. Here, but Teamwork Webinars: I just want to share before we jump to that. Q. A. Some other things that are happening out and about around teamwork. And first and foremost, we are making waves in headlines. We were actually recently named the best project. One of the best project management software. Is in 2,023 beat by PC. Magno, Australia Teamwork Webinars: last month, and specifically a call out as the best for client work. So it's great to see some wonderful rave reviews out there in the ecosystem. Teamwork Also our one of our co-founders, Peter, was published in the digital agency network, and an entrepreneur so he's becoming a regular contributor to these Teamwork Webinars: really elite publishments out there, and both of these actually link to an ebook that Peter wrote, which is called the Ultimate Guide to scaling your agency. So he talks a lot about that lens in in these 2 articles, and, like I said, keep your eye on these 2 as he's going to continue to publish all of his insights from pre-team work times as an agency owner and now teamwork times and all that we're doing on on our end to to to to continue this this sort of work. So Teamwork there's definitely a lot of moving and shaking happening up there at teamwork. But If you don't want to read about teamwork and you want to actually come and hang out with us, we will be at 2 conferences later this year. Teamwork Webinars: We will be at Mirin Live, which is in May about this time next month, actually, and then at Inbound, which is later this year in September. So come, look for us in the bright pink shirts, chat with us, ask us questions, grab some swag. We are going to be on the ground in those 2 those 2 conferences later this year. If online things are still your your gym, and you want to join another Webinar, we have a great one next week. It's hosted by Logan Lyles, who is our head of partnership here at teamwork, and he's chatting with Nicole, Who's the remote culture adviser at culture is about Teamwork Webinars: all things time, and changing your agency's relationship with time. As you can see, we have tons of great features about time, tracking, time, management, and this conversation is really about changing your lens on on time within your organization, and i'm sure it's going to be a great conversation, so find that Webinar on our website and join us next week for that conversation. Sorry. Teamwork Webinars: little Skip happy. And I just want to give another shout out for the teamwork user group. So another. Thank you to Nicole, who's put together a group of teamwork users that meet regularly to discuss the things that we talk about and bring forth in this product Roadmap Webinar. Teamwork Webinars: to understand how it fits into your workflows, how you can execute what we're working on here at teamwork, to fit your problems and and and get some solutions in your hands. So it's a very comfortable environment peer to peer conversations, and I encourage you to take note of the URL at the bottom there and join the teamwork user group to get chatting with other teamwork users on the floor. And if you really want to sharpen up your teamwork skills. I just want to call out 2 of our newest courses on our teamwork Academy. This is our training site. URL is at the bottom, but we just release courses on creating a standard budget Teamwork Webinars: and then a course on creating a retainer budget. Since we just released retainers, we figured we should whip up a course on it, and of course, profitability is probably at the heart of many of your organization. So do keep your eye out for those new courses if you want to Teamwork take them for a spin. Teamwork Webinars: Okay. And now we're going to jump to the Q. And a. Section Teamwork Webinars: just need to get something up on my end. But we really really really do value your feedback. We really do value your questions. If we don't address your question in the next 14��min or so we do actually download them, and we look at them, and we we draw trends, and we we do listen to everything, even if it hasn't been answered here today. So you really are at the heart of shaping Teamwork Webinars: how these new features and solutions are being delivered and created. So I just want to thank you again, and I will. Teamwork I'll jump into some of our questions for for Jane and Robin. Teamwork So, Robin, let's start with you for the my time sheet solution. Will there be a feature for employees to review their weekly hours, which locks them in no longer edible? Or have the manager review an approval process in that time. Sheet. Robin O'Sullivan: Yeah, it's a great question. So as I said, actually, I think it's on the board here behind me. Yeah, so that's being worked on at the moment. There's a time approval solution being worked on at the moment. So that's in design. Robin O'Sullivan: It'll probably be later this quarter, where we know 20 to vapor. It'll probably be later this quarter when we get to us in terms of engineering, but we do hope to have it open in the quarter, so there will be an approval process in there, and the locking of time will be included in that. But, like I I think Robin It's probably we're calling out, like everyone has different flavors of time tracking, and one of the things we're focused on at the moment is also, maybe having a bit more flexibility, and how you set up your time tracking so approval to be one of that that doesn't mean everyone has to use approval. So it is. It is coming, but different people handle time differently, and we kind of want to reflect that. So we're also working towards more of a time configuration or a time setup area which approval will be apparative, and reminders of the apparatus and stuff like that. But the answer to the short answer to the question is, yes. there will be an approval process, and that hopefully is on track to be out this quarter great. Thank you. Another one for Jane, specifically regarding early access and what that looks like if someone does register for early access is that impacting the entire organization teamwork or just their specific count. Jane That's a great question. So it is on an account by account basis. But for some of the features that are going into early access list. To use a great example of this, because it is that early access version of the feature, and we kind of Jane Aston: would usually spit it, depending on whether it's a brand new feature or an overhaul of an existing feature. So when it is on an account by a basis. This view, like I said. As an example, we actually have a little toggle, so we turn it on for everybody in your account. But there is that per user preference if they want to to turn it back off Jane Aston: like I said, it's usually if it's an existing feature that we're overhauling, we want to try a little bit more carefully. We don't want to disrupt workflows. We also do want to get people in using it so that we can monitor the feedback and make sure that what we're building is correct, but for features like that we do introduce a little toggle. Jane Aston: so let's see, for example, it will be released to your entire company, but people can turn it off on an individual basis Jane Aston: something like I'm trying to think time sheets. For example, if there was an early access release for that that will go to the entire account because it's not replacing anything existing. It's kind of a supplemental feature that's going to help with an existing process that you have but won't necessarily disrupt any existing workflows that you have. Jane Aston: So we kind of try to get that balance between making sure that as money of you can see it and get value from it, but also not to to disrupt things. If it's an earlier version of the feature, we'll say. Teamwork Webinars: great. Teamwork Thank you. Okay. Another one bumping back to Robin. When will you add fixed fee retainers? Now, properly, profitability is based on our spent. Teamwork Webinars: even if the fee is invoiced, would be the same each month. Robin O'Sullivan: So there's there's kind of 2 parts to the question I I I address. One is, we don't have the option of fixed fee projects for calculating the properties correctly. Robin O'Sullivan: That is something we're working on at the moment that is coming. But you're exactly right to call on on retainers right. The the Robin O'Sullivan: the profitability calculation we have for retainers currently, and for budgeting currently where it's billable hours by raise by this cost hours by rate, that doesn't work for retainers. You're getting paid the same. The same amount that fixed the amount, whether it's a monthly quality or yearly retainer Robin O'Sullivan: we are working on that. The Api changes have been. I've been made, and that's coming back into the team that all the retainers over the next sprint. You should see that over the next couple of weeks that that's update and retain it. So the profitability is actually true refraction of proximity and retainers. But that's a that's a great show to which Robin O'Sullivan: some pretty pretty strong feedback we got when we release retainer. So that's one of the things we're working on straight away. Great a couple. Calendar related questions for you, Jane. First. Can you share your calendars with your teams, and will it be linked with outlook Jane Aston: really lovely questions. So i'll take the first one. Can the calendar be shared with other members? So for the first version of this it's going to be a user specific view. Jane Aston: and so each individual user will have their calendar. They'll be able to manage their own time blocking and see their tasks that are due. But even from the early testing that we've done. And this question in the Webinar Webinar validates this there is a huge desire for will say, project manager to be able to come in and see how their team is planning their week. See if there's any, you know, priorities that maybe need to be shifted around, or extra capacity that can be filled, based on how they're planning their week. Jane Aston: So, ultimately that's exactly what we want to do. We want for people to be able to come in and view other team members calendars as well. But the first version, like I said, it will be a user specific one, and but we anticipate to see that in the feedback, when it goes out definitely, you know what. When you are using it, share all that back with us. Jane Aston: we'll make sure to include you in the early access group as well. I'm not sure you ask that question, but ultimately, yes, we would love to to get to that that stage. Oh, and then the other one was the outlook. So Yes, we're starting with, we're starting with you the calendar, and we opted to go for a single calendar to begin with. Jane Aston: Obviously it was a new piece of work for us. And so we went to Google founder, and we actually based it on the the current usage. So the number of existing teamwork users that use Google versus Outlook. So there was more using Google. So we started with Google. Now, obviously, that's not to say that we're not going to come back and do outlook. That is exactly what we want to do in terms of the timeline. I don't have that right now. Jane Aston: We are sitting in the development phase of the Google Calendar piece of work, and but we are aiming to come back. We're into the outlook and slate of things once that's done great tricky to partner in there. Teamwork Webinars: Okay, Robin will teamwork eventually have the ability to have a feature to budget at the task level. Robin O'Sullivan: Oh, that's a good question. Well, where we have it now, we have it at the project level. Obviously, we also have that task list level. We don't get many requests to have a specific budget at a task level. I can see the used case. Certainly your own time, and and if you have a time estimate going over that, you could say, there's a time budget on the task level. Robin O'Sullivan: but they would be interested in learning more about that used case. So I would encourage us that question or person who posted that to reach out, and we can go through it in a bit more detail. It's not something we hear a lot of it's not on the plans at the moment. That's not to say it won't happen in the future another one for you, Jane, regarding the proofing the proofing feature Teamwork will there be the option to review, or have review reminders for clients so that they can. They know when when to get in there. Jane Yeah, that's a really nice question, and that is something that we are looking into. So you you all know the automations function of teamwork has progressed and come along a huge amount over the last number of months Jane Aston: the team working on it have been doing incredible work, and what we want to do as a product is starts embedding automation into more features as Jane Aston: standard practice that automations become part of every new feature. So workflows, For example, you're going to be able to create automations that are assigned to workflows from the site level, and they'll worked in. So that is very much something that we're exploring and actually doing research into at the moment on the proofing front is, how do we wrap Jane Aston: automation into proofing? And that's a perfect use case example. So Jane Aston: you know, 2 days before the due day send in a reminder to my client that there is a an asset that still Hasn't been approved. So we might actually take your details and see if we can jump on a call with you, having one of the product managers that's working on the proofing side of things as well. It would be great if we could talk through that a little bit more, and see if there's other kind of manual steps that you're doing that we could take off your place via automation. So that's definitely something that we're going to be looking into. Teamwork Webinars: Great, Great glad to hear Teamwork Webinars: bumping back to Robin. When will fixed budgets be accounted for in project profitability. Robin Yeah, look, that's similar to the last question. But I think it's worth calling out again right? One of the gaps we have in our budgeting at the moment is fixed fee. Robin O'Sullivan: and how we calculate the profitability on that that is being worked on. I like we. We do get a lot of feedback on that. We have got a lot of feedback on that recently. So it's work. We'll go over it again. Our current profitability calculation does not suit the fixed fee. The probability calculation that you see fixed fee is, I get a 1,000 a month, say, on retainer, or my fixed fee for the budget is 10 grand. Robin O'Sullivan: and then we'll take off the cost rate by the number of hours last logged. Robin O'Sullivan: and you'll probably be based off that, so that calculation is be worked on at the moment, and the fixed fee capabilities coming into the budget link hopefully. It will definitely be this quarter. I don't have an exact timeframe, but hopefully in the not to distant future. But yeah, we we've heard our customers load and clear on that on the fixed fee, on the possibility, calculation Robin O'Sullivan: for retainers, which is the form of fixed, free budget as well. Great Teamwork Webinars: next one for Jane. How are the boards across projects different from my boards currently. Jane That's a very good question. So I think a lot of the feedback that we get on Jane Aston: my boards is that there is a huge amount of heavy lifting and manual work to in a groom. The Collumes across projects. It's very much a view. It's not a way to Jane Aston: you. kind of have to, Bill, if you very manually. Jane Aston: and there isn't that management piece that kind of management layer where, if I need to add in a new call, you. I have to actually go into each project individually, and add that call you, rather than having that one single place, that I can do it. So I think the the key difference really, with Jane Aston: the new Cross project words and workflows and the existing. My words Bayesia feature is that it's it's going to be an awful lot, less manual work, and actually setting these things up. They're going to be an awful lot, more future proof in that you can create them at a site level and utilize them as time goes on, to make sure that Jane Aston: you have consistency. That's probably the other big differentiator is that with my boards. Now there's no way to ensure consistency, and how projects are being built. You're able to pull volumes and view them in this kind of linear view. But you can't Jane Aston: set as a set of volumes that a particular project should follow Jane and have 1 point to manage them from, so I think it's probably consistency, the kind of the the manual work that's taken off you, and and the fact that it's a lot more future proof and kind of buildable going forward. Teamwork Great. Jane it's more efficient and more organized, and which will make you more happy. Teamwork Webinars: Okay, probably time for one more question each. So i'll. I'll toss it back to Robin. How does team work? Track costs? Specifically the cost rate for each team member? So what that cost is to the agency, not what is charged to the client. And is it possible to report on that? Robin O'Sullivan: Yeah. So we we have a cost rate facility at the profile level for each user so we can actually work out your cost rate. Obviously, we don't have your users salary, for example, or anything like that. But we do have. If you know your users cost rate based on probably salary, by or divided by always work, which is what they cost you an hour for every time they work. Robin O'Sullivan: Put that into the cost rate at the profile level, and then that's using all the calculations their own profitability. For example, as I talked about earlier, when our profitability calculation for those kind of projects is bill will raise. Robin O'Sullivan: I always worked by this cost rate, but I always work so it's set up the profile level. It's applied everywhere the user complete, the task or logs. Time we don't know if, but we do have the facility to capture it, and then use it in our calculations. So I hope that answers the question. Robin O'Sullivan: We we we can't work it out, but we can do it, and we can report them as well in our reports, and certainly the profitability report will show you some of the cost rate, and what the total cost is on a project, or on a on a client to gauge or anything like that. It'll have that calculation there based on the cost rate you put in at the profile for the user. All right and sneaky. One last question in Teamwork Webinars: about the list view, Jane, will there be an ability to bulk edit tasks? Jane Aston: Yes, absolutely. And there's actually a really lovely Jane Aston: user experience that we're building around that as well. Our designer, David, is on a super job. It's gonna be incredibly quick and easy for you to bulk at his tasks and task attributes so short. Answer is, Yes, and it's only Jane Aston: great. You gotta say all these reactions on zoom really are great for the Teamwork Webinars: well that wraps up our hour together. Big. Thank you to Jane and Robin for being amazing presenters. Teamwork Webinars: as always and big thanks to all of the product, managers and product marketers on the back end that have been feeling the questions. And lastly, thank you to all of you for joining today, spending some time with us. The recording will be shared in a day or 2, and hope you have a wonderful rest of your Thursday. Robin O'Sullivan: Thanks so much. Thanks. Guys.