Product Roadmap Webinar Q3 2023

Transcript for the video 'Q3 Teamwork Quarterly Product Roadmap - Aug 10, 2023':

Hello, and welcome everyone to our product roadmap webinar for q three twenty twenty twenty twenty three. I know we're halfway through this year, but It is flying by. Thank you so much for joining us. Today, if you've come off of a long weekend where you are in the world, if it's the middle of your summer. Thank you so much for spending an hour with us today. We're really looking forward to talking through everything that we have released and what's upcoming, but just to double check that you can hear us, you can see us, pop in the Zoom chat where you're calling in from today. We love to, see and and our global audience understand where everyone's calling in from. Oh my goodness. Oh, I saw Toronto in there. I'm just outside of Toronto up in Canada myself. We have people coming in from, oh my goodness. It's it's chatting too fast. I can't even take this in. Oh my gosh. I saw a waterloo. I'm from Kitcheners, so howdy neighbor. It's great to To have you here, we have San Antonio, Southern California, Sao Paulo, Geneva, Chattanooga, Milwaukee, Illinois, Nashville, Florida believes Northern Ireland, someone on the other side of the pond. Great to have everyone here, Boston, Kingston, London, London, Ontario, about an hour south on the four zero one, and I could be to you, Jim. Quebec City, San Francisco, Detroit, Ottawa, Maryland, Saint Louis, Lots from the North America side is great to to see everyone here. The UK great, Scotland, Chicago. I went there last October. It is a great, great city Sydney Australia. Welcome. I think you are furthest participant today. So once again, pop in the Zoom chat where you're coming in from today. We'll probably get started in just another minute or so. So tell us where you're calling in from. We are a global company ourselves. We have employees in Denver to Boston, New York Toronto. To Barcelona, Ireland, obviously, and beyond. Berlin, Czech Republic, Estonia I was in, Estonia a couple summers ago in Latvia, great, great countries up in the baltics. Chile Memphis, Windsor. Yes. I know Windsor Todd, Berlin. Iowa, Fort Lauderdale, Lauderdale, Netherlands, Phoenix, Canada. You're just from Canada at this point. Okay awesome. Our attendance is very, very big. So thank you again everyone for joining us today. It's great to have you here. My name is Janelle. I will be your host for our hour long session today. And I'm joined by my colleagues, Jane and Robin if you want to introduce yourselves. Yes. Absolutely. Hello, everybody. So I'm Jane. I'm one of the senior product managers here at teamwork. So welcome if this is your first quarterly product webinar, and welcome back if you're a regular, and you've been with a couple of times before, looking forward to getting into all of the exciting things that we've been working on for the last few months since we last spoke. Hi, everyone. My name is Robin. I'm a group product manager here at teamwork, and I'd echo what Jane says. But before we get started, I would also like to take this opportunity to wish Janelle a happy birthday It's her birthday this week. So I think she deserves some love, some birthday love from everyone, such. Happy birthday once again. Thank you, Robin. We love Leo season. Happy birthday to any other Leo out there in the crowd. So, before we get started, we just like to chat about our mission. Since it's really the heart and soul of what we do here at teamwork dot com, and our mission is to make client service teams everywhere, efficient, organized, profitable, and happy we live and breathe by this. It's the heart and soul of teamwork dot com and you might notice that we are saying teamwork dot com and teamwork dot com is on our webinar slides today. So we've updated our our name to add that dot common just to have an extension of our brand and the value we offer now that we are growing our product as you're going to see and have better linkage to our website. So instead of just plopping in Google teamwork, now teamwork dot com will land you directly on our website. So It's not a rebrand. It's not a change in name or anything. It's the same teamwork you know and love. Just with the dot com now at the end. A bit of, history. So teamwork dot com was founded back in two thousand and seven. And prior to that, our founders, Dan and Peter actually ran an agency themselves for eight years but they just weren't finding the right tool or the right tools or processes that uniquely fit the agency needs and what they were looking for So what better way than to create the product you're looking for yourself and they created teamwork dot com back in two thousand and seven? So just a brief history of our of our background. During our time today, we're going to remind everyone what we recently released. We had some amazing launches this past quarter, we're going to talk about what's coming soon. So what you can expect over this quarter are the coming one coming months And then we are going to pull back the curtain on Q4. So we're actually gonna show what we have planned for the remainder of the year which is wild but there's lots of exciting things coming out. We're going to end with some lateral teamwork news. So just some company wide up dates and exciting things we want to share from the company level. And then of course everyone's favorite, end with Q and A. So we should have about fifteen minutes left at our time today to dedicate to answering your questions and having those discussions together. We really want to make today as interactive as possible. We have all of our product managers on the back end of this Zoom webinar They will be fielding the Q and A. They will be having conversations with you. And really, we love customer feedback. We love customer input. Tell us your thoughts. We're really shaping the product based on our users. So, please participate today use the question and answer in Zoom to ask your questions, please. Raise your hand if you'd like. We won't be monitoring that in the chat will, you know, we will be looking instead at the Q and A specifically for the questions since we can neatly respond to them in there. You can use the chat to say hello, leave a comment, and of course everyone's favorite, show us some emoji love if you want to applaud something, celebrate something, if you're shocked at something, let us know how these things are resonating you with the emojis. And I think last, thing from my end is that we are recording this So, if you've come in late, if you need to jump early, you know, please don't worry. We will be sending out a recording to everyone in the following days so you will get you will get this in your inbox. And on that note, I am turning it over to Jane to speak to recently released features. Yes. Absolutely. Thank you, Janelle. Alrighty. Let's get stuck in. So to kick off the the session today and chime through some of the recent E released features. We wanted to start with proofing. So I'm sure Manny, if not all of you, I've had the opportunity to check out our new proofing feature. Hopefully, with many of you, you know, getting plenty of value, from being able to natively manage the reviewer and approval workflows all from within teamwork dot com. You know, it's a process that we have, got a lot of feedback in previously who came taking it can be time spent chasing a client approval, you know, lack of visibility into the status, what's ready for review, what's with our client, it being quite a splintered experience for both the client and the project manager. So that's kind of why we we decided to go down the proofing route, and hopefully plenty of you have had to have a look at it already. So what we want to do with proofing is is really provide that seamless workflow, all from within teamwork dot com. So it allows you to see the proofing status is at a glance for quick and snappy insights, on what the status of your proofs are. You know, it allows you to manage a proof through full life cycle from creation to internal revision, to client approval, and even sharing that link externally with your clients. Without them even needing to log in to teamwork. And you can now also create and access your proofs from any touchpoint within your workflow, whether it's in the site navigation bar, within a project, or even directly within a task. So we're gonna get into some of the upcoming enhancements that we're gonna be making to proofing, a little bit later in the webinar, but we're actually going to run a quick poll because this is one of the newer features, we wanted to gauge kind of the appetite and and see whether people would find value from us hosting a dedicated kind of webinar style session and enablement session on proofing within teamwork dot com, how you use it, when to use it, who should use it, and, ultimately, how it can help streamline your agency processes. So if that's something you'd be interested in, let us know in the poll. And then depending on the appetite, we can look to get something, set up. So let us know if that's something that you guys would be interested in. Super. We might jump on to the next slide. So, and the next thing that we're gonna have a chat about is client view. So Since the release of playing for you, we've had such positive response. People are really loving the, you know, the the focus that we're putting on managing client work across multiple projects and really being able to leverage the client view for quick navigation to client projects, but also for those really valuable client level insights and well play of you, you know, it's it's already proving its value since it's release, but what really excites me about this feature is the, you know, the wealth of opportunity we have to kind of innovate and expand on the functionality and the client insights within client view. So our plans for client view are going to to, you know, I think make this one of the most powerful areas within teamwork getting, you know, insights and updates into the progress of client work, understand financial performance of clients, managing communication, this there's loads of exciting things coming. And if there is anything that you think would be really valuable to see in client view, if you've jumped in and had a little look that you'd like to see in there, let us know in the the chat box or in the q and a as well, help us get some of the creative juices flowing. There's also some really fantastic work being done on a you know, things like filters in the overview widget in the client area, interactive widgets with slated panels to really deep dive into the data you're seeing. Custom fields for clients, you know, there's there's really lots lots going on in client view, so be sure to keep an eye out there. And if you haven't checked in client view already, definitely recommend it. Like I said, we had such a positive response to it. And the next one is Robin, I believe. Yeah. Thanks, Jane. So what I wanna talk about initially is our release of a time reminder solution. So, when we were doing a lot of our research, pretty constant pain point coming back for project managers was on a Monday morning or Tuesday, having to go around and tap people on their shoulder see how they log their time and remind them to log their time. So you can obviously make your billing cycle, in a in a timely fashion. I will say again, as I talk about time, you cannot talk time without using the word time multiple times. So what we've done with the time reminders solution is now we can automatically send these time reminders to your employees a time of the week of your choosing. Right? So that allows you to keep that pulse in your time, logging, ensure all those billable hours of document And it's based on what you said in the profile. So everyone's got a a profile setting in teamwork where you maybe say eight hours a day, let's say, forty hours a week, based on the threshold of time logs. So if I've got forty hours a week, but I've only logged time for twenty hours, then I'm eligible to get that time reminder. So we're not spamming people It is based on how much time they've logged already, so you won't get a a multiple reminders if you've already logged your time. I do also wanna call out that since we released this, we have received a lot of feedback, which has been awesome to see. And we do have two updates that are pretty much ready to go and should be able to in the next week, which will make easier for you to decide when the reminders are set down and also give you a bit more flexibility in terms of who gets the reminders in terms of what resources or what teams So we're reiterating it based on your feedback. So keep that feedback coming if you're using time reminders. And if you haven't used it yet, I'd encourage you to check it out. Cool. In tandem with time reminders, I wanted to call out the company timesheet. So We, obviously, we brought out timesheet thirty this year. One of the things we wanted to do was find a way for, you know, the admins of the project managers to have a look across everyone's time to see where those gaps are. And to understand people's capacity at a glance. So that's what the company time sheets looking to solve, and you can understand that a company level who hasn't logged the time, and you can understand the time logged in relation to the capacity per employee. So you can actually keep track of how many hours a day they're working pretty easily. You can also remind those timeline. It's a lot of time directly from the company time sheet thing. So if you see those gaps, you can click on the little bell next to the name, and they'll get a time reminder if you're reviewing it, as I said, again, on maybe a Monday morning from the week before or at the end of the month that you see those gaps, you can send them a reminder pretty much automatically. So, hopefully, that alleviates that pain point for the for the project managers, and they no longer have to go around manually and and tap people on their shoulder and ask them why they haven't logged their time. So overall, it's gonna help you ensure that your time logging and billing for time is done again pun intended in a timely manner. The next one I wanted to call out is, we've made a couple of changes to budgeting. Right? And and they've gotten really well. So we've the the main one we've done, we've added the budget creation that a project creation flow. Right? And that just improves UX makes it a little bit more efficient and more organized. So you could do them in tandem rather than this two separate functions as you're creating your project, and then going away and creating your budget. We've also added the all the budget types to this flow. So you can select not gonna have a budget. You're gonna set the standard budget in terms of time or money, or you're gonna have retainer budget to take a, a retainer budget set up as far as to the project. Additionally, with this release, we finished our initial retainers release as part of it. So no retainers are available on our grow plan in, in a limited capacity. That everyone can get a taser retainers and see what they're about, manage that over and underspend automatically or systematically be a team or I do also wanna mention that one of the pieces of feedback we got on the retainer was that the profitability calculation is a little different. To the time and money budget. So we've updated that, and that's gonna be in the profitability report in the right near future so that those different types of profitability whether it's a retained or a standard budget will be accurately reflected in the profitability report. And again, just to call out, since we've made this change, we actually in the month of July, we had our big every month for both retaining creation and budget creation. So we're really encouraged by what we're seeing, and we're really thankful and and great for all the feedback we're getting. So I just wanted to say thank you to everyone who's used the budget and has provided that feedback. We do review every piece of feedback and it does go into our backlog. In terms of where we wanna take budgeting next. So thanks for taking the time to provide that feedback. Super. So that was kind of a a whistle top stop tour of the things that we've been working on recently and have recently released. But we know that the the good juicy stuff is what's coming up next and what you can expect to see over the next couple of weeks and months. So we'll jump into that now. But before we do get stuck into those, We do have a few exciting early access groups that we'd love for you all to be a part of. So we'll share form into the chat now to register to be a part of those groups. Pop your details in. We'll be covering a lot of the features that those old early access groups are are for in the next section. If the early access group is already open, we look get you added as quickly as possible. If they're not open just yet, you'll be first in line to get access when the features are ready. So, in terms of the early access groups, we have our new list view workflows is on the way, calendar view teamwork AI, user rates, and time approvals, all of which we'll dig into a little bit in the next session. Cool. So up first, we have listing. So we know that, you know, everybody loves the the task list you and teamwork and the the power that it brings to creating and executing on work. But over the years, we have heard that from time to time, it can be a little bit cumbersome maybe adding tasks particularly when getting a project set up, act adding a lot of tasks in a single sitting, editing tasks can take a lot of time particularly for users, you know, maybe our project managers who spend an awful lot of their day and their time adding, creating, updating, editing, editing tasks, and it can sometimes be hard to quickly see what a task impales and actually what needs to be done at a task. So I know we covered some of their early additions to list you in our Q two webinar. But since then, list view has been released to a much wider audience to garner more feedback, help us shape list for you to be the best view it possibly can be. So since we last spoke, there has been a few game changers added to the list view and a few things in the works as well. So one of those is the ability to customize the task details panel, and the width that you're viewing the task details panel in. So with this update, you're able to drag the task details slide panel to whatever with suits you. We know that when it comes to viewing these tasks and interacting with them so frequently that there isn't a one size fits all. So we have given that flexibility to be able to create a view of the list view and your task details that really suits your needs. And allows you to really make list view your own and and allow you to view it in in a way that suits you. We've also added a nifty new action bar while creating tasks in the new list view. So we did get a lot of feedback in the earlier releases, that there's certain actions that users to take while actually creating the task and while going through that action of creating the tasks. What we heard was these included things like assignee the task to a user, notifying the user when task has been added or assigned to them was a big one adding the due date. So we've released, what we're calling the, a floating action bar fab is how we've coined it internally, during the task creation flow. So you can actually add all of this task data in line while adding the task. So hopefully that will again create more efficiencies, and allow you to get that important task data in when you're creating the task. We are constantly updating improving this new version of list view. So definitely keep the feedback coming. I'm going to echo what both Janel and Robin have said. It's hugely important for us to get your feedback. It's hugely values. Every single thing you send in is viewed by the the product team and even even more broadly than that. So we're gonna continue rolling out this the list due to the the entire user base over the coming coming weeks. Keep an eye out for it. If you're not already, on the access list or you don't already have the new list view and you'd like to get your hands on it, make sure you pop your details into that early access form that Janelle has shared in. Cool. Let's jump on to the next one, which is proofing continued. So as we spoke about, you know, we've seen some really great back rolling in since we released proofing. And there's been a really positive response to allowing our users to manage, you know, what's usually a very time consuming and splintered workflow, directly within teamwork dot com. So we have seen some very clear trends come in, of what our user's field is missing from the feature and what we need to really bring the proof and feature to the next level. So very soon, you'll be seeing the introduction of annotations to proofing. So with this functionality, you won't, only be able to pinpoint the areas within the proof and add a comment as you can do today. You'll actually be able to go in, draw on the proof, add shapes, get much more detailed with your feedback, and leverage those annotations to really get the feedback across within the context of the proof. We're also working on embedding proofs into the core teamwork dot com workflows even more. So We know that all of our users rely really heavily on both notifications and the inbox feature within teamwork to stay up to date with what's going on in your teamwork dot com account and make sure that you're really on top of anything that you need to action. So we have recently released proofing notifications into the notifications panel. And very soon, you'll see that in the inbox feature also. So you'll never miss a beach. You'll see exactly what you need to do across the board, including proofs. And then lastly, we're actually going to be looking to introduce manual reminders for proof. So we know how easy it is to get sidetracked and maybe miss deadlines on proof. Proofs. But with this feature, we're going to be able to send a quick bump notification to maybe a reviewer or a approver to make sure that you're not losing any time sticking to timelines when reviewing and approving proofs so that we don't push the timelines out for reviews and then, of course, pushing it out when it comes to the client approval as well. So it'll just help really stay on top of the proofing workflows. Alrighty. The next one is going to be our cross project boards and workflows. So we've heard, you know, over and over how much our users love using our project board you within teamwork dot com. But we have heard that often users struggle with ensuring firstly alignment in workflows and consistency across projects, as well as getting that bird's eye view of progress and status of work across the full breadth of of projects and client work within their teamwork dot com account. So that being said, we're going to be bringing improved consistency and providing that birds of visibility into your teamwork dot com account with. For our new cross project board view, and a workflow workflow flows feature. So to tackle the inconsistency struggles, we're going to be introducing shared workflows within teamwork dot com. So what workflows will allow you to do is to build a a dedicated workflow at a site level. So, stages or statuses that a task will go through, to ensure consistency in how your teams work. What's really great about that is that you'll be able to create multiple site level workflows, and then actually choose from them based of the nature of the work within the project and apply them down to your project. So it's really gonna save so much time and give a really high degree of, consistency to how your teams work as well. To tackle the cross project visibility side of things, you're then gonna be able to view the status of work across these workflows at a site level. So A really good example that we like to give of this is to picture a development team in an agency. So this development team is working on multiple projects across multiple clients, We know their workflow or the journey a task takes is the same regardless of the project that they're working on. So let's say the stages of the workflow are ready for development, in development, in PR and released. So today in teamwork dot com, the development manager would need to would be unable. We'll say to get a clear view of the dev team's work through this one workflow across all of their projects. They'd have to pop into each individual project to get an update It's very hard to answer questions like how many tasks do we have in P or across all of our client projects or how many tasks are in the active development stage. And that is tricky to do in teamwork dot com today when trying to manage it across multiple projects and planes. So I'm sure that's something that will resonate with some of the the people on the call. But with workflows and cross project boards, all of the dev team's work can be viewed and managed at a site level across any and all of their projects, meaning that the dev lead or project manager can come in and view the development workflow across all of the projects that that workflow is applied to. And then in addition, any changes maybe that need to be made to that workflow. So if we, you know, need to add a new step called In QA or an an in QA call you into the workflow, that can be done in one place and then will, be implemented into each of the projects automatically. So it's just gonna save an awful lot of time and give fire more visibility into the progress of work. And then help save even more time again. You're gonna be able to build in automations to the workflows as well to make sure that everything is running really smoothly across the board with less work. Another, another really exciting opportunity to be part of a an upcoming early access group to test worse workflows, share all your thoughts and feedback. So we're aiming to release to early access later this quarter. So, again, be sure to pop your details into that form at put your hand up to be a part of that early access group. Alrighty. Next, we have calendar view. So this is one that people are incredibly excited about, and I promise we're very almost there with releasing it. So for some time now, we've heard that our users want to get a full sense of what their day looks like in order to plan their day as efficiently as possible. And we know that a standard working day doesn't just consist of the deliver bills or the tasks assigned to a user in teamwork dot com. You know, there's also a a a chunk of our working day that's taken up with meetings, events, whether they're internal or external. So as a result, We've built a brand new calendar view that will live in the my work area of teamwork dot com. And what's really exciting about this is that this is going to integrate really tightly with the Google calendar, in order to provide that single source of truth to plan your day. And so this is gonna give us the opportunity to to kind of inject that Google calendar into teamwork, starting with my work, and then we'll be looking to expand that into different areas of the app thereafter. And it's essentially going to allow your users to see their capacity for any given day based on their availability outside of meetings. So they'll be able to view all of their tasks that are due so that they can plan their week or their day down to a tee, but all of the information that they'll need at their fingertips. And in addition to that, we're gonna be introducing time blocking to the my work calendar view as well. So this will allow, you know, are maybe individual or, individual contributors, whether designers or developers can have carve out time in their money work calendar focus on the tasks and deliver goals that they've been assigned. And it's also going to allow them to maximize the billable hours that they have in their day based on the capacity that they have around meetings. And then we're actually gonna go one step further and even enable those users to really quickly log time against the time blocks for very quick and easy logging of time based on how they've planned their day. So it's two or three birds with one really beautifully designed calendar shaped stone. And we're really looking forward to getting this into people's hands, another plug for an early access. We've had really positive results from our usability test you know, re really great reaction to this. So definitely pop your name down if you want to be in that early access group. Super. Templates gallery. Alrighty. So we know that there is a huge amount of value to be gleaned from templates. We hear it over and over again when we're speaking with our customers. You know, they save us time. They give us structure entire projects. They reduce the manual overhead of having to build and create projects from the ground up each time. But we have heard that templates can often be tricky to find. It can be tricky to find and use the correct templates, and there's no robust way to kind of structure and organize templates. And so enter our brand new templates gallery. So with this revamp, we're going to be giving you an improved experience using your favorite project, whether they're customer teamwork and task list templates. So they're gonna be easier to access They're gonna be more central to your workflows and generally more more enjoyable to use. So we're going to be introducing template folders, which I'm sure a lot of you will be very pleased to hear. It's going to allow you to organize your templates into kind of folders or groups to give more organization to your templates, help your team access the correct templates more easily, and be a little bit more dynamic in terms of the type of templates you have and the groups of users that can create templates because you'll have that structure. Once that's done, then we're also going to be bringing in task list templates into the same gallery. Is gonna be really super because it'll give you a central hub to access and manage all of your teamwork dot com templates. So it's gonna be a great time saver and hopefully give you even more value from our templating features in tbrick dot com. Super. So we'll jump on to the next slide, which is teamwork dot com, AI. So, you know, huge surge in popularity of AI, and, of course, we spotted a huge opportunity for teamwork come to leverage the powers of AI to make your jobs easier, essentially, to, you know, increase your efficiencies in your day to day for your users and of course, to to reduce as much manual work as we can. So as a result, teamwork dot com will be in grading AI into some of the really high value product areas in the product. We're going to be essentially injecting AI into all of our tech statitures throughout teamwork dot com from task descriptions, to comments, to notebooks, and with the teamwork dot com AI feature, you're going to be able to both create and enhance copy and content with essentially the click of a button. So whether it's drafting content or, you know, getting some extra brainstorming support, you can use our draft with AI features Maybe it's improving, simplifying, you know, summarizing meeting notes or existing copy, you'll be able to use the AI tools feature. And you can let AI take all the heavy lifting and, allow you to maximize your your billable hours. So this, again, is currently with an early access group. Who are getting really great value from the future. We've had some passive feedback and really good engagement. It's been really interesting to look at the use cases and see how people are actually leveraging it. So if you would like to be part of that early access group, again, back to the form, pop your name down there, and we can make sure to get you added. Alrighty. And I think this is the last one from my side. So this is another really exciting one. It's it's visualization of time on mobile. So One of the key reasons our users love using the mobile app is for logging time on the go. And another thing that we hear quite often is kind of identifying issues or gaps at a glance while out and about. We also know that our top used feature in the mobile app and feature is really all revolved around the really robust time tracking features that we have in the mobile app. So we often hear anecdotes, you know, if users traveling home on the train or the boss, and they're logging their time for the day that they might have missed or forgotten to log while, you know, at their desk. The toss-up between spending fifteen minutes of logging your time at the end of the week on a Friday five PM only to miss your train home. Nobody wants that. So we often hear users actually opting to do this on the go via the mobile app. But in order to do this, we have heard our users express the needs to actually more clearly see where the gaps in there to claim are, you know, have my log eight hours every day this week are the billable hours that I'm missing, you know, what what's my billable versus non billable, time logging look like for the week so far. So with the new time visualization feature coming to mobile, it's going to be, you know, easier than ever. It was really, informative, kind of nifty new time graph that we're gonna be introducing, which will allow users to view their long time across the week at a glance while on the go on the mobile app. Identify any of those gaps that we talked about in time logs, make sure that they've accurately logged their time for the week, and then really quickly fill the gaps by logging time directly from the mobile app to make up your full billable and non billable requirements for the week. So it's gonna be super powerful, really powerful feature that is hopefully going to help make sure that no billable errors are left on the table. And over to Robin. Thanks, Jane. So, yeah, continuing the team of, the feedback we're getting. I wanted to start with just an update on some of the iterations we've made recently and some that are about to come. So this should be in the in the coming soon feature. So just wanna emphasize again, like, we are really lucky here teamwork to have such an engaged, customer community who have no problem giving us their thoughts and their feedback and jumping on calls with us. So again, we really appreciate that. And I just wanted to show how that actually plays out. Like, we introduced timesheets. I think it was back towards the end of q one, possibly. If my memory serves me correctly, We got a ton of feedback on that pretty much right away. And I just wanted to call out that we we've made the UI updates based on that feedback. We've provided advanced sorting We know only show tasks with time logs and those are all released, and we've got unavailable time and shown in my task in QA. Both of those items are in QA. So that's as a direct result to the feedback we're getting from from people that are like everyone that's on this call, essentially. And, again, just to reemphasize on the time reminder stuff that I already mentioned, that feedback that we've got on the time reminders, that's going straight into the product. We're removing certain teams users from reminders, and that's in QA. And we're giving you increased send time options that that's in QA as well. So just wanted to emphasize how, like, we we we try to bring out a solution. We listen to the feedback, and we try to iterate on that quickly before it goes stale. So just again, and thank you from us for providing that feedback being so open and honest and taking the time to send us your thoughts. It really does make a difference and find this way hopefully into the product in a fairly timely manner. Who so, also want to talk about user rates and this is available for early access. So we are updating our user solution to give more flexibility and control around the rates. So there's a couple of things with this. One of the things that you can currently do on teamwork is see your rates history when were the changes made and why date, what were they previously? You can't see any of that in teamwork. So that's changing. We also want to improve the general UX around it, so make it a a kind of modernize it, give it a better UX experience for all the users using it. So that's coming as well. But the big one, really, is that ability to retrospectively apply rates to desired date ranges. So we've heard this a ton from a lot of our customers, that we didn't have that flexibility to go back into the past. And so, actually, that rate should have been two hundred dollars an hour from of January as opposed to a hundred and fifty dollars an hour from the first of January. Giving you the ability to go back and make sure your rates are correct on the dates and have that propagate all the way through the budget, the profitability, the billing, all that kind of stuff. So that's coming, where we are at at the moment, just to give you an update, because I probably talked about this the last time is that the we've split this release into three slices, the first two slices, which are basically the improved UX and the rate history. They are, gonna be released internally over the next week or so. So they should follow in the next couple of weeks externally, to the early access group, and then the retrospective rates being worked on at the moment and the guys are making good progress on that. So in the not too distant future, we'll be making that available to their early access group as well. So If you are interested in in having greater flexibility, greater control over your rates, please do sign up, for the user rates on the access group because that feedback, as I've just pointed out, that's invaluable for us especially for the early access before we bring it out into the big bad world and have everyone have access to it. The next one I wanted to call out is the updated desk UI. So one of the things we've been doing a lot, kind of behind the scenes, and probably on the back end more than the front end is aligning teamwork desk with teamwork. Right? We wanna have that unified user experience. We wanna have that consistent UX between teamwork desk and teamwork. As you move towards that seamless kind of all in one feeling where the data flows between the two applications without without any issue or, and is consistent across both applications. And also the user experience is con is consistent. So that's obviously a big change for our desk customers. So it is gonna be a slow roll up just to call out the customer will have time to get used to and migrate to the new UI. We're not just gonna switch it on for everyone. You can, you know, have a look at it, play around when it get used to it, and when you're ready to make final jump, you can turn it on permanently. So it's gonna be a slow roll up, but we just really wanna get to a place where not only on the back end, and the date is consistent between team or desk and team or projects. Also on the front end and the user experience. So you have that feeling of familiarity whether you're in desk or whether or that feeling of teamwork, I should say whether you're in desk or whether you're in projects. Good. So the next one I wanted to call out was fixed fee budgeting. So the moment, we have, obviously, as we talked about earlier, standard budgets, which are time and money and financial budgets. We have a retainer budget. So one of the things we heard loud and clear when we brought retainers budget is that there was probably one option missing in the budgeting. That's the fixed fee budgeting. So you know, you agree to claim that whatever project work you're gonna undertake, that's gonna be, say, ten thousand dollars. You don't really care about the billable rate because it's a fixed fee budget. You care more about cost rate and how much time it's gonna take your employees to do that. So we're looking to add that as a budgeting option. Again, that would be in the create budgets or to create project and the create budget flow. And, obviously, that also has this slightly different profitability calculation than some of the other project types So we are working on that now, but fixed fee budgeting is gonna be the next budget type that's gonna be available to, to our users. And the next one to call out is time approval. So, again, this is available for to sign up for an early access. As we talked about already, we've got, you know, we we obviously did say I've already put out, timesheet, our company timesheet, our time reminders. The next on the list for us is time approval. So We wanna give admins that increased level of control to be able to lock and sign off on the on the time that's been logged so that obviously your billing is more accurate and done in a more timely fashion. Not any changes going on that kind of upset the process. It hopefully needs to improve time and billing accuracy, and it's basically a simplified review and approval process. Which we don't currently have in the system. So we're super excited to get this out. This has come back very strongly and a lot of the feedback we've got from our customers. So again, if you wanna be part of the early access group, we'd love to have you on board and get your feedback before we release it out to the wider team or community. Also wanted to call out that we are on the verge. This was so close to being in recently released. But it just has to go into coming soon, but it's on the verge of being released. So we got four new pre canned reports. They're a log time per project. And what that report does is that compares the mode time or it's billable and non billable, allow you to cross your projects. Then we have log time per user. That compares the amount of time both billable and non billable allowed to cross your team. We have the estimated versus log time per task, and that compares the estimated time versus the log time on task, so allowing to see that difference. And then the task completion by user, again, we can compare completed and overdue tasks assigned across your team. So, like, We're taking our reporting really, really seriously. We've got a dedicated team, on reporting. They've been involved in custom reports. They're gonna be involved in these new reports and are constantly adding to So we think these have given a lot of value, and they're on the verge of being released. So we look forward to getting your feedback when they make it out into into teamwork. We think they're really valuable. The feedback we have is that they're very valuable. So they're they're on the verge, on the cost for being released, so you should see them in the very near future. No. I am not supposed to pick and choose, with solutions. I'm very excited about over other solutions sometimes the product managers get a bit jealous about that. But the resource schedule that we have coming up is one that I think everyone here is super excited about. We spent a lot of time, in our research and our design, and it's getting to a point where we're almost ready to to let the the world see what we've come up with in terms of our updated resource scheduler. So there's four things we wanna call out on the resource scheduler. The first thing is that ability to forecast our conference. So you'll know how your team will be spending their time into the future, and you'll be able to easily see if they'll be over or under capacity. And that helps you plan for long term success because you have that long term vision over upcoming and potential work. So what do we mean by potential work? We will have the ability put intent to the projects. So you can put in a tentative project, say, where in August, now it says, intent to the project for October. Put in a full project in schedule? What does that do? Do I need to hire more people? Am I actually gonna make money off that? Does that offset all our other plans? Is that something you wanna pursue? So trying to make that become or trying to help the resource schedule to become more strategic in terms of how you're looking into the future teamwork. You'll also be able to know your numbers. So you'll understand that it glads the overall financial picture across the org with scheduling your work. And again, just to emphasize that we really wanna help you keep it strategic in terms of how you plan your resources, time, with those tentative or place holder projects into the future without assigning specific task with time estimates. So we wanna give you that ability without getting really into the details of the the placeholder or tentative project, but you'll still see the effect that that has and what business impact it has. As I said, the example, I always go back to as well do I need to hire more people if I take this work on in three, six months. Do I have enough people now, my overcapacity? What did that do to my business if we take on project. So something like that, I think was really important. It's really gonna be valuable to people, in terms of using a resource schedule and having that forward looking view In tandem with that, we have the resource schedule at what we're calling the overview. And the overview is really gonna give you a quick view of the higher team's capacity. Right? And it's gonna be ease allow you to easily monitor that estimated versus log time. We know that a lot of you put in the estimated time We are making a really concerted and conscious effort to give the value back to you for for making that effort of putting the estimated time. You'll see that coming more and more across different areas of the application. The overview is one. So you'll be easily able to monitor that estimated versus log time. You'll also have that visual breakdown of made it available logged and allocated time. So, again, just giving you that viewer on the capacity and what you're trying to do as we try to make those views in terms of of the the shorter, medium, and longer term more valuable within teamwork. Yeah. So just a brief, brief whistle stop tour of kinda what's coming next in teamwork in q four and beyond. So We're focusing on my work improvements, the board view, customization, and more to come, service lines. I think we've talked about that a little bit before. So the ability to have service lines in your project and also role based, our roles within the projects and within teamwork as well. Archive tickets and desks. So, you know, you can tidy up desk and its tickets that won't be reopened when the customer responds to it. I've mentioned the profitability reporting, so we are updating that retainers. Obviously, there'll be a further update when fixed fee budget comes out. Custom reporting is constantly being iterated on, and even my Kelly for mentioning this, but one of the things we're hoping to see in the very near future for customer porting is function fields to allow you to have that level of sophistication in the data that you're calculating in our customer porting. The next one is time configuration improvement. So, like, I that's a really interesting one. Right? So Obviously, we have our time tracking solution across the the length and breadth of teamwork. But, actually, what we found really over the last probably six to twelve months is that you know, all our customers maybe have a different flavor of time tracking different processes, different procedures, and we probably have a one size fits all solution at the moment. So we wanna maybe open that up, be a little bit more flexible, allow you to shape your time tracking the way you want to. So things for example, not being able to close a task unless it's time logged against it. Maybe time rounding would be another example. So those kind of things are the things we're looking at bringing into in terms of time configuration improvements. The other one there, the second last one, sorry, is estimated time budgeting. So, again, as I mentioned, we want to really derive the value from the fact that a lot of our customers are putting in estimated time. So imagine the scenario where you put in all your estimated time for specific project, and we automatically generate an estimated budget and an estimated profitability report based on what you're putting in. So you can actually see the effect of the work you're planning out in terms in financial terms. And the last one is the time log mold improvements. So I as I mentioned at the start, can't talk about time without using the word time multiple times, we wanna make time tracking in teamwork as easy as possible. We wanna make it a a seamless easy, nice UX. So the timeline model that, you know, whether it's in a task, whether it's on the evening time page, wherever it might be, we're constantly looking to iterate on that and prove it. And make sure that your employees, your resources can log time without having to spend a lot of time doing it, a lot of waste of time, logging time, you wanna make it as quick and as seamless as possible. You'll see those time log improvements start to be rolled out in the not too distant future as well. And I think with that, it's back to check it out. Yes. Hatch off. Thanks Jane and Robin. Have a glass of water. I'll take the mic for maybe three or four minutes and then we will jump to the chock full Q and A. So, just a couple updates on the company side and the first we want to draw everyone's attention to agency light. This is a new microsite destination central hub for agency content that we've launched and it's all about themes of operations profitability, growth, team engagement, the ins and outs, the ups and downs of agency life. And the great thing is is that you can describe to different types of content as well. So if you prefer to get an ebook or a report on topic or if you just want to get invited to the webinars regarding agency life, you can subscribe to whatever type of content you're interested in receiving through agency life. So I'm just going to grab the link and pop it in the chat if you want to check out the new agency life website. A big part of our agency like launch is that we have launched a podcast. So these are These are authentic conversations with agency owners or those in the client workspace about their journeys, about what they've learned, their really great conversations and fun stories. You can listen to our podcasts on Spotify, on Apple Podcast and on Google podcasts. We've had really good responses, some nice reviews pop in. So if you want to listen to one of these conversations on your next commute or before bed or in your morning routine. I've just popped the agency life podcast link there so you can take a listen to these stories. The last plug for agency life is that we actually have an upcoming webinar later in August specifically regarding a time tracking framework to keep your team engaged. As Robin mentioned, we are obsessed with time here. And, my colleague, Logan will be interviewing Marcell, who's the CEO and cofounder of Paraketo, And in this discussion, you're going to be learning how to find your time tracking purpose for your agency, how to set that optimal framework and structure, how to get those right methodologies for time tracking and last but not least how to get your team engaged and bought into the process. So if you're interested in joining us for that conversation, once again, the link to register for that specific webinar has just been popped into the chat. Now I'm sure everyone knows that inbound is coming up in Boston in about a month's time. We are going to be there. We're excited to have conversations with you. You can catch us in bright pink t shirts so you won't be able to miss us. We will have customers, partners, employees, and staff there. So please come hang out with us and the exciting thing is we are actually gonna be hosting interviews at inbound for our podcast and we are also hosting a free event on the Wednesday night, I believe. So I'm going to launch another poll quickly And if you are interested in getting the teamwork specific ins and outs of inbound and want to join us, feel free to pop your email, excuse me, in this poll, and you will get an email over the coming days or weeks about that that unique invite for the Wednesday event and just some more insider knowledge on how to hang out with us at inbound in Boston next month. So once again, pop your email in that poll and my colleagues will be reaching out to really get our community together. In terms of community, shout out to Nicole who has launched the teamwork user group, many of us met Nicole in Ireland last month, which was wonderful. It's a peer to peer space. You meet regularly to discuss our features our enhancements, how you fit them into your workflows using teamwork dot com. So if you are interested in joining the teamwork user group, We all highly recommend it. And once again, there is a link in the chat to join Nicole and the other users. And lastly, but not least, if you're looking to sharpen up your teamwork dot com skills we've launched our latest academy course on all things invoicing. So you can learn how to create a time or fixed fee invoice how to edit, explore your invoices and then complete those invoices as well. So head to academy dot teamwork dot com and you will be able to take the new invoicing course. And with that all wrapped up, it's everyone's favorite time of the event. And we are going to jump to q and a, so I'll invite Robin and Jane back on screen. And let's start with our first question. Okay. So let's Let's start with Jane. Will we be able to copy tasks from a template into an active project? That's a really good question. So as part of the new templates gallery and all the kind of revamping that we're doing on templates, There's actually a discovery activity that one of our PMs Kira and a product designer here with us, Siobhan, are undertaking at the moment to understand some of the gaps that we have in templates. What are the things that people want to emphasize to save on the manual work? Where is that time spent and how can we give you that time by integrating native features into teamwork. There is actually a way to, add tasks from a template into a project. So, If whoever asked that question, if you want to maybe throw your hand up or pop your name into the chat again, we can pop you an email and let you know how you can do that. But we want to make that more explicit. We want to bake it in as a native feature in teamwork. So really good question. I would say watch this space with templating in teamwork. We're looking to do a lot more with this. And task templates is one of the things that we're exploring. Great. Going to, bounce to Robin now. You know, we just we just launched that new Academy course on invoicing. We all know how important invoicing is. It's kind of the final piece of the puzzle Are there any plans to update invoicing or make improvements to that, that space? So that's that's a timely question. So one of the, objectives for the quarter for one of our product managers, Jack, is to research and come up with a way forward for an invoicing solution. So we're currently undertaking a significant piece of research. I'm not a feeling analysis necessarily to the quarter. So if there's anyone on call that has any strong feelings about invoicing. I would like to talk to us and please just pop it into Q and A, and we'll follow-up, but We we are looking at it. We we are aware that there are certain things we could do to make it stronger. So we're trying to get a handle on that invoicing probably, is something that probably we haven't really focused on and off over the last mile. So we're that's probably gonna change, but we we need to do the research first so that's ongoing. So probably by the time we talk again in q four, we'll have a better update on that, but we are doing some significant research in that area at the moment, and, hopefully, we're going to share the the results of that research in queue in the q four webinar. Awesome. Let's let's jump to some calendar questions since this building a lot of the Q and A. So with the calendar view, will managers be able to view their team's calendars? So are you seeing other people's calendars or is it just for yourself? Pretty good question. So for the first version of the calendar, it will be a user specific calendar. So what we really wanted to solve with this was you know, I as a user come in. I have tasks and teamwork. I have events in Google. I gotta find it tricky to consolidate the two. I'm using pen and paper. I'm time blocking in Google and writing the name of my teamwork tasks. It's quite a disjointed, experience for, a single user to plan their day. So For the first version of the calendar, it will be my calendar integration, and it'll give me an opportunity to plan my day within teamwork. That being said, we know there's a huge appetite for that expand beyond that single user experience. And for a project manager, for example, to come in and see what are my team working on today? Are they prioritizing the correct things do I need to change priorities for that designer because something else has popped in. So that's very much the direction that we want to go, and it it definitely came back into research and covery that we did. For the first version, it will be that single user. We cannot prioritize that because that single user accounts for such a huge percentage of the teamwork user base, and it's, one of those struggles that really impacts the quality of life of that user and the quality of experience in trying to plan their day. So we did prioritize the single user first, but we'd be looking to expand that beyond the single user post, the first version. Awesome. And in terms of future state of calendar, is there exploration and integrating with Outlook as well? Yep. I can take that one. So there is We prioritized Google, to begin with. Again, we it was very much kind of data and feedback driven. Google accounted for the majority. Versus the outlook users, so we did prioritize Google to begin with. That being said, I think Amy are PM on the integrations team got back to some of the questions on this as well. We do have the outlook side of things on our road map as well. So it is very much something that we'll be looking to implement once we have the Google side of things, tied off. Awesome. That was a a popular request among the group here today. And kind of the last question regarding the, calendar regarding time blocking specifically. Is there a way to drag drop tasks into time slots in the calendar? They this person's interested to use estimated time fill the calendar. Absolutely. So the experience and you'll see this, in the kind of early access groups also, I definitely recommend that participant to to join the early access group. That's exactly what we want to do. We want the experience to be as seamless as possible. So you'll have your tasks, stacked across the top of your calendar in teamwork, and we want you to be able to drag that task into a slot in your calendar, expand and contract the time. You know, maybe we have a five hour task that's on Friday, but I want to commit an hour each day for the the days leading up to the Friday, and you can you can build that all out within your calendar. And then, like I said, with a single click of the button, you can really quickly log Twain against that twin block too. So it's gonna be a great time saver. But we have that built into the early versions of the calendar. We want the experience to be really slick, really seamless, to take all that kind of heavy lifting away from the user. Awesome. And Robin, on the theme of time tracking. Is it included in the plan? Is it add on? We must have some new new team workers on with us. Yeah. So, like, our philosophy on time tracking is that we want everyone that uses teamwork to be able to log time fairly in a fairly easy, a quick fashion. Right? So, like, there's a very good time tracking capability across all our plans. Now some of the higher value stuff, like, we talk about in terms of the approvals that we've talked about coming soon. And the reminders, Davey, on the higher plan, but every single plan down to our starting plan will have access to a a very high level and a very good level of time tracking. We wanna make all our users, give them the experience of making it easy as possible to allow time no matter what plan they're on. So just to emphasize that every single plan has at least, the the, a good time tracking capability within it. And on that, the timer app itself, is that required to use, with timesheet for the timesheets with billing? No. No. That's separate. You don't need to specifically use a time wrap. You can just you it's not required. It's not a pre req for that. Alright. Two more minutes here a couple more. I can slide in in the new list view Jane. Will it be possible to add the notify button when a task is edited. Yes. So I think this is a a good example of how we work at teamwork. So we reintroduce the notify button during the create flow. That accounted for a huge amount of the feedback that we got on listview. So it was something that we prioritized and try to find us, elegant to solve as possible. So that went out. And over the last couple of days, we've been getting more feedback around editing a task or if they need to update an assignee, can we get that, notify in? So that is something that the designers are working away on as they speak. So in short, yes, definitely. That will be coming very soon as well. Awesome. I'm cognizant of the time so we're gonna wrap up there, but don't worry. We analyze all of your questions that we receive. We download So if we didn't get the chance to address them in this last ten minutes, don't worry. We are looking at them and thank you again to the product managers who were fiercely answering these questions, in the back end of our conversations today, and thank you all for participating and bringing in your comments, your emoji love, and and all of the feedback that you have been sharing. So This wraps up our time together today, but I want to thank Jane and Robin, our fabulous presenters for walking us through. The team in the back end, of course, everyone for joining and spending your Thursday with us. So take care and you'll hear from us soon. Thanks, everyone. Bye.