Product Roadmap Webinar Q1 2023

Transcript for the video 'Teamwork Q1 2023 Product Roadmap':

Hello, everyone and welcome to the team work product roadmap webinar. We're going to get started in just a couple of minutes here. So as you are coming in, we are going to be making ample use as we go through of that questions panel and GoToWebinar. So let us know today and that questions panel, where are you calling in from? We've got teamwork customers truly all over the globe, though. Hopefully you're not so far globe that at some bizarre time for you right now I am usually in New York, but right now I am in Ireland in cork, where teamwork is headquartered. So for the first time, all three of us are in the same place. Jane, Robin and I are three presenters today, so let us know, folks. We're going to get started in just a minute. Another minute here. Where in the world are you? Where are you calling in from? Toronto I used to live in Toronto and were fantastic. Austin, Texas. Beautiful Southern Colorado. I hope it's nice and sunny there. Illinois from the Philippines or the Philippines, that's far away. Chattanooga runs from Tennessee. In Chattanooga in particular. We got some Missouri again, folks, as you're coming in, we're going to get started in just another minute here. Where are you calling in from? Let us in that questions panel for. For today. From new York, from Pennsylvania, from Atlanta, Georgia, Minnesota, Virginia, South Africa. Welcome things like all over the place, New Jersey. I got all sorts Maine, South Dakota. A few people from Toronto, in fact, Netherlands. And tastic. Greensboro, North Carolina. Quite a few people calling in from the Philippines. I am very impressed. Thank you for joining us. Again, folks are getting us started just another 30 seconds here. So as you are signing in, let us know where in the world are you coming from? Let us in that. Questions, panel, where are you calling from today? Denver We've got actually Tim Scott, a new office in Denver, Colorado, just open at Poland. Welcome, welcome, welcome. OK so we are going to get started here. So again, as we go, let us know where you are coming in from in that questions panel over there. We're going to kick things off the welcome, everyone, to the Q1 2023 product roadmap webinar. We are already well underway in the Q1 given that it's February, but we've got a lot of really exciting stuff that came out at the end of last year that we want to chat about and then a lot of good stuff that is about to come out that's coming out right now that is on the deck to come out from the product. So excited to share that all with you today just to introduce ourselves again, my name is Didi to kind of see and I am product marketing here at teamwork. And I will let Jean and Robert introduce themselves. Hey, everyone. And so Jane here, product manager at teamwork cannot believe we're at another quality product webinar. Where is the team going? But super excited to take you through some of the really exciting and some really interesting features that we're going to be getting to you very soon. Hi, everyone. My name's Robin. Delighted to be here again and all that have died and the product marketing team in Cork for the first time. So we can all be doing this together. This is shout out to Janelle, who really organized the webinar, who got engaged last week. So congratulations Janelle and excited to share what we've got coming up with you today. Yeah, everyone gives some Janette give Janelle some congratulations in that questions panel for getting engaged and buying a home on the same day. True story. So anyways, you get the three of us over from teamwork. We're all calling in today from cork, Ireland. So again, let us know where you are calling in from. We'd love to know, but just to take you through the basics, as we always do as a team works mission is to make client service teams everywhere efficient, organized, profitable and happy. This is our mission statement to their company, but it's truly how we think about what we build, who we're building for. Of course, there are tons of folks using teamwork who are not particularly doing client work, but teamwork was built by 2 co-founders, used to run an agency, and that's who we have at the heart of what we do when we build for it. So for all of you out there doing client work, regardless of whether or not you're a marketing agency or accounting firm or whatever you might be, these are the pillars that we really build our product by. So like I said, teamwork was founded all the way back in 2000. We've been around for a while and our co-founders ran that agency for eight years. We've got a nice round of investment there. We got 20,000 customers worldwide. We've got a fun slide in our office, which you can't see in this picture. But I have yet to go down visiting the office here in Cork. But it's on to do list before I leave. And here is our agenda today. So we're going to talk about what is recently come out, the features that are fresh into your hands, what's coming soon? A little cue to sneak peeks. So what's coming down the line, you know, a few months from now and more. And then, of course, at the end, we will have time for Q&A. So as I've been saying all along, here's how you participate today. So let us in that questions, panel, where you're calling in from today right now. But say hello, tell us you're excited. Tell us hate something, tells you want something, ask questions. We I can't stress this enough. We build what? We build a teamwork the bugs we solve the fixes we make the new features. We create all of that capabilities. We do it because we talk to you, our customers. It's largely based on what it is that you say that you want. And so the more that you tell us today, the more that you use that questions panel to participate, the more that we will be building what it is that you need out of teamwork. So I can't stress it enough. We've got all of our product team in on this call here to answer questions from the back end. So you'll see them chatting away from you. We don't get to your question. We'll try to do our best to grab a bunch of them at the Q&A at the end. And you can always email our support team in support of teamwork. If you've got something in particular that you need, we will do our best to get to all of your questions. But there are a lot of you and fewer of us. So hang tight there. But please, we at the end of every one of these webinars, we take all of the good input you've put into that questions, panel, and we send it to all the various product teams. So truly, I can't stress enough what you put in today is what you will get out of teamwork. All right. I'm going to pass it over to Jane and robin, who are going to talk you through what has come out in the product in the last few months. Thanks very much, Judy. Yeah, delighted to be here again, guys, and go through our releasing released features and obviously, as you mentioned, would be sneak peek on Q2 there as well. And you move forward there pretty. So the first thing we want to call out is scattered reporting. OK so you might have noticed last year we're doing a lot of work on our reporting. The new time report, the profitability report and the custom report feature. And we also wanted to make it easier for you to share all those new reports with your senior stakeholders or your clients or your project managers or whomever you might need to share it with. So we wanted to automate the delivery of the report. So what you can do now is you can directly deliver those reports to those signees directly to your inbox, to the date and time of your choosing. So it could be Monday morning for us. It could be lasting on a Friday afternoon that it arrive straight in the inbox. It'll increase alignment. It'll make sure everyone is on the same page and knows what's going on, or it's very latest status with the projects or the client or whatever the report is based on. You can choose your report format and as I said, the frequency of your delivery. And essentially this saves you time and your daily, weekly and monthly reporting needs by just automating that transfer of knowledge and increases that alignment. So we've seen good uptake on this so far in the product. So we're super excited about it and delighted to see it in the product. On that helping our report solution across the scale. Next slide, please. This is a big one. So my timesheet. So you mind if you've been on these webinars before? You've probably heard us talk about the my timesheet solution that we've been working on. And essentially it's allowing you to easily and quickly bulk log time within the day of the end of the week, which is based on our analysis and our research. That's a more of the people want to log their time. We want to really make time tracking as easy as possible and we can much quicker have much better user experience when doing so within teamwork. So the new timesheet solution allows you to either identify gaps at any time that you'd like and ensure you keep on top of your timely. And again, that is upon them. It's on present intended time logging. So we just released this to our EU region this morning. We've had it available to, I think about 400 or 500 customers over the last couple of months. We've been getting their feedback, we've been iterating on it. We want to make this as valuable a solution as possible. So as I said, we've released it to our EU region this morning. So it's a significant jump in the number of users and we release it to a rest of our customers early next week. So my timesheet, we're in the middle of that, but we're super excited to get that out and make it as easy as possible and as quick as possible to log your time at the end of the day or the end of the week or whenever you choose. Next slide repeatedly perfect track automation size dimension. Our mission is to make you more organized, more efficient, and a key component of that. Two key components really are automations and integrations. And we combine them here in our Slack automation following on from the success of our HubSpot automation last year. So what does the Slack automation involved? What allows you to automate Slack notifications to ensure that everyone gets the required project updates so you can automatically notify users via Slack when important updates are made to a task or a project. And it goes directly to the selected channel where so you can ensure that the right people are getting the right information at the right time in your Slack application. So super excited again combines that integration, that automation. That's a model that's working really well for us. So you'll see more those happen over the coming year. Next slide, please delete a desk. Take your time tracking the team. Actually, I think we talked about this in the last webinar as a coming soon. So really what we want to do is you want to ensure that you get the full time picture across for teamwork and teamwork task. Because you might be doing support tickets and that's a lot of your time against that. And you obviously want that universal pitch of time across both teamwork and teamwork task. So now this solution allows you to quickly log any time spent directly on a ticket to a task and teamwork. And it's really a time saver, functionally removing that kind of additional steps of logging time for your project. And then it's all sitting with the relevant task. So it's just again, but making it more efficient about making that time logging solution and the time logging process more efficient and easier and quicker to make sure you're capturing everything as accurately as possible. Super can you move on there? Pretty OK. So those are some of the recently released features. We're going to move on to the coming soon portion. I'm going to hand over to Jane, who's going to take you through some of the items we've got coming up. Yes Thank you, Robin and super. I think we can jump right in. So the first one, this is something that I'm very excited about. And we know that you all love our task list view and teamwork and the power that it brings to creating and executing our work. But what we have heard from time to time is that, you know, on occasion, adding tasks can maybe be a little bit cumbersome and it can take time, particularly for users such as maybe project managers who do spend a lot of their time adding a lot of tasks and going in and quickly editing and updating tasks. And the other thing that we sometimes hear is that it can be hard to quickly see what you need to see at a glance. So with that being said, we're going to be asking you all to say Hello to a smoother, faster and more streamlined version of our team reckless view. And so we're going to be releasing an improved user experience to enable much quicker audit of tasks. And similarly with editing tasks, you'll be able to very quickly and easily change the assignee, the due dates and times. And with a new and improved task detail slated panel, which you can see in the slide here, and you're going to be able to see exactly what you need to see at a glance and really quickly update or add any task attributes that you need from within that panel to give you much faster and more detailed insights into your tasks. And so this is one that we actually have with this small group of early access users at the moment. And we are looking for some more of our fabulous team, our customers, to be a part of the early access group to test out this beautiful new view, you know, give us all the feedback and help us make it as seamless a task experience as possible. So I think Robin is going to be giving us a little bit more information further on in the session and on that early access group. So listen to the back of your heads for when that form is sent to join this early access group. Before we can jump on to the next one duty. Grace and so we know we've heard this over and over again from anecdotally feedback that we got from you raised us, you know, working with the board within a project or Kanban style task. But what we have heard is that sometimes users can struggle with firstly ensuring alignment in workflows and kind of consistency across projects in terms of the setup of the work and the flow that the workflows and as well as getting a clear kind of bird's eye view of the progress and status of work across the full breadth of projects within the team work account. So with that being said, we're going to be bringing improve consistency and visibility into your team work account with a brand new cross project voice feature. So firstly, with those consistency struggles, we're going to be introducing shared workflows within team work. So this is going to allow you to build dedicated workflows at a site level, and that's really going to bring that consistency into how your teams work. And the workflows will consist of a set of columns or stages that a task can travel through within the project. And what's really great about it is that you'll be able to create multiple workflows at a site level. And then choose from those based on the nature of the work and apply them into your project. So it's really going to save a lot of time and gives a really high degree of consistency to how your teams are working. And then to tackle the visibility side of things, and you're going to be able to view the status of work across these workflows at a site level, which is something that I know a lot of people have been asking for. So hopefully there's a lot of nodding heads behind the cameras and we're going to be introducing a cross project forward view. So it's going to allow you to view the progress of that work across a certain workflow, across maybe all of your projects, multiple projects or even by client or team. So super powerful. And then to help save even more time, we're going to be enabling you to build in automations into these workflows as well. And so it's really going to help things really, really smoothly with less work day to day, essentially. So this is another early access group and colleague that we're putting out. So another opportunity to be part of the early access group that would be coming up for this early next quarter. Cool so I'll jump onto the next one proofing. So this is a feature that we've heard a lot of buzzing around and it's been a really well received one. We've heard an awful lot of people very excited about proofing because equally we've heard a lot about the struggles that users would have with managing and proofing cycles. So, you know, things like the time spent chasing a complaint, approval of work, the lack of visibility into the status of your approvals, you know, what's ready for review, what's with the client, what needs further revisions? It can result really in kind of a splintered experience both for the client and for the project manager or the person that's managing the work through that flow. So and we're going to be introducing a proofing workflow all from within teamwork. So you'll be able to see the proofing statuses at a glance, and you're going to be able to manage that proof through its entire lifecycle. So from creation to revision, to plan to prove all from directly within teamwork. And what's super exciting about this is that you're actually going to be able to share these links with your clients to annotate, submit for revisions and directly approve a file. And they don't even necessarily need to be a team or client user. And this is a link that you can share with them. They can share their feedback and send it back to you. So my third plug for an early access group for the proofing feature, you'll see this on the forum as well. And when it's shared, I'm not sure if it's been shared already or if it'll be shared shortly and submit in trust for the early access group. So definitely popular figure soon as well. With this one you can see value from. Greece and then the next one. And so a lot of people love our mobile app, particularly for things like checking in or work on the go or maybe logging time. When you're meeting with a client. But we have heard that can be sometimes difficult to maybe find. What's most important based on the job that I want to do or the role that I have with the mobile app. We have figured it can also be tricky to kind of jump back in and find what I was recently working on to maybe log time to that task that I just completed. On a Friday evening, I've forgotten to log the time and it can be sometimes tricky to jump back into those things. So we have made navigating team work on the go even easier. So you're going to be able to customize your home screen to really quickly access what you need and you'll see on the images here in the race, you have full customization over those views or pin exactly what you need to see, what you need to get to quickly. You're also going to be able to start your timer on the go with the single click, which is something that we've heard a lot of people very excited about. Again, rather than having to go digging, looking for these things, we want to service it right where you need it. And then the last one that I mentioned is accessing your recently worked on items that you can jump back and where you left off. So this is coming very soon. I believe this will be released on Monday, Tuesday, early next week. So this is definitely one to keep in mind for. And I think I am now handing over to Robin. Yes Yeah. Thanks, Jamie, for that. Some great stuff coming across budget boards is going to be epic, I think. So the first one on my list for this coming soon is the company time sheet. So obviously we've already talked about my time sheet that's in the process of being released already in the EU region, soon to be going worldwide. This kind of fits into the whole solution of time that we've been working on. We have a dedicated time team now. So if you remember last year we had the time report, we've updated some of the time like models. We've now got the most time sheet and the next part that is the company time sheet. So the company time she released allow you to quickly and easily understand how the time was being lowered across your company, whether it's via the project level, or whether it's at a company level or a team level. So you want to be able to understand quickly who has a long time, because obviously you want everyone to allow time and it's unintended again in this timely fashion. It's possible so you can build your client, so you can send the invoice off to your clients in a timely manner. So what the time she would allow you to do would be able to understand who has and who has a long time and allow you that to send them a reminder or identify them and give them a little nudge to say, well, come on, you've got to finish out your time here. So again, it's just about helping ensure that all your employees and all you use are logging time and billing for that time in a timely again that is intended manner. You just cannot talk with time without having a plethora of time on. So I apologize for yet another time. Next one there, please. Did following on from that. As I mentioned briefly there, we have time reminders come in. So based on our research, one of the big pain points for a lot of companies is actually chasing those people who maybe don't like time as frequently as they should. So time reminders is a solution that we're come up with, that we want to automate the reminding or the reminders to your employees inbox. So you can see on the right there and my screen print of how that's going to look. Basically, we ensure all billable hours are documented. You'll have better visibility over the week and have it actually affect that work that's been done and it'll be based on available time daily totals and will reflect the teams outstanding time. So if you've got your team down for eight hours a day and we can see that, we can see that they've only logged 30 hours in a week. So there's another essentially 10 hours missing. They'll get a time. Reminders, say, you know, there's still 10 hours missing. You might want to go in and have a look at your time. She didn't like that. So all together, if we look at the totality of the time solution in terms of the time report, the time lag models, my timesheets, time reminders, company timesheets, we're really focusing on making that whole area integral because there is integrity in most of our customers' business. We want to make it integrity and improve the UX and the value of that solution as much as we possibly can. So a lot of time stuff in the works, a lot of times stuff on the way out and more to come next when they're really. Retainers so this is another one that's similar to proofing. I think a lot of our customers are super excited about. So like when we were talking to a lot of our customers about how their business runs and the model that they operate on, the word retainers kept coming back and it really, really resonated with us that so much revenue is tied up in retainers. You might do a big project with someone first, then move on to a retainer and annual retainer after that for services to support whatever you've done initially in that big project. But we looked at the market, we felt that there wasn't really powerful retainer solution out there. We looked, we looked across a number of vendors. We didn't see anything specific that would address the retainer, the retainer workflow and the process that a lot of our customers use, hence the retainers solution that we're currently working on. So it's essentially to help you manage ongoing client engagements. And what we want to do really is allow you to do the initial iteration. It's going to allow you to really manage the financial aspect of the retainer. So while we are allowing customers as there might be an overspend on a month, so if I have $1,000 retainer, the client might actually get 1,500 worth of services. Ah, the opposite is true. If there is $1,000 retainer, the claim I don't use $500 worth of those services. So how do you handle that? Over and under spend? And what we found was a lot of people are doing that. The spreadsheets are on a Google document or something like that, essentially manually doing it, which as we know, is obviously prone to human error. So what we've done is we've automated that with the budget system so that you can select, if you want your rent to be automatically taken off next month or if you want the underspend to be automatically advanced next month, or if you might not want to eat it or you might want to use it or lose it, you might operator use it or lose it. Retainer process, which are with your clients. What you're looking at there on the right and the screen print just to talk to you a little bit is about that retainer budget. So you can actually. The other problem we heard when we were talking to our clients is that they didn't have that visibility across the life saying that the retainer the how regular of their spends or how much on average they were spending against that retainer on a monthly basis. Because a lot of our clients genuinely came to us and said, if my user if my client is underspending by $500 a month, up by 50% a month, I want to be able to go and have a conversation with them, say, actually, you know what, we may have got the retainer wrong because you're not really spending. What are you're not really using the services you're paying for. So we might want to renegotiate. So that graph is a real example of that. So you can see the over and underspend how that's added on the subtracted for the next month. You can see the average spend by your client on an ongoing basis. And you can see the average retainer amount for each month based on that over an underspend. So really what we want to do in iteration one is manage the overhead underspend. We want to give you the visibility to the lifecycle of the retainer in terms of what's happening on a month by month basis. So you can have an honest conversation with your clients about whether they're actually taking too much money or too much time and service. If you're on a monthly basis or whether it's too low. And then you can hopefully have an ongoing, constructive relationship with that client based on that information that we're providing in that particular graph that's on the right there. So where are we with retainers that know a lot of customers are really excited to get out? It's with a core group of customers. Now we've just released to a core group of initial customers and we released its own internal account. So we're kind of dog smoothing that at the moment. And we're getting feedback from that core group of initial customers. We look to expand that group hopefully over the next couple of weeks, but at the moment, that's exactly where we are. We will look to get that on general release before the end of this quarter. Based on the feedback we get from that, we're super excited about it. We think it's a really valuable solution and we can't wait to get it out. You move on to the next one. They're really perfect, the client view. So why do we want to do in the client view? So we want you guys to be able to easily manage your client work. So if we talk about the retainers in terms of the ongoing client engagement, we as part of that research, we kept hearing from a number of our customers that they don't really talk about their clients in terms of the projects that to do with them. They talk about them at a client level. So we want to make that reflective of teamwork in terms of how you deal with your clients, how you work with your client, allow you to easily manage that client work. We want it to reflect the way our customers manager client engagements, essentially. So we want one place to see all the relevant training information and all of the context for a client profitability budget task and everything in one place. So we really want to manage the work based on the client work lifecycle of those projects, budget retainers, tears and files. And we want to give our clients a single source of truth for all things client. So we're going to transition a little towards that over the next. You'll see, I think the first iteration client view will be this quarter as we transition to try and reflect the way our clients talk about the way our customers talk with their clients and the way they interact with our clients. We want teamwork to align to that. So that's the first iteration client view, and I think we're really looking for some hands up for early access to that as well. When I get to it at the end, when we put out the full length to sign up for early access, the client view as well. We want people to have, have, have a look at and give us feedback on because we think it's super important. And as Dee mentioned at the start, your feedback is essential to what we do with the client or certainly with the product. So any and all feedback gratefully received. Cool so we had already talked about Slack automation and you saw me reference the HubSpot automation subsequently. And this is another example of the combination of automation and integration, that is Microsoft Teams automation. A lot of our customers are big Microsoft Teams users. And what we wanted to do this time was want to link the project notification to the specific team channels in Microsoft Teams. So what you can do is you can automatically notify the users via Teams when any important updates are made in projects, you can notify the selected team channels or a chat conversation when changes happen to tasks, and that allows you hopefully to seamlessly manage your projects all from teams when combined with our teams integration. So essentially if you operate in teams and there's updates going on of projects that would be kind of that wall would be invisible because the update to be flowing between the two and everyone will be aligned and know what the critical updates to be made to task the project, whether they're in teams or whether in their team or projects. Cool so the next one is the updated desk UI, and I'm a pains to point out that I've been feeling hell over the fire. This one. What you see on the right side of the screen print that is subject to change would have that released internally at the moment, but obviously based on the feedback that might change. But essentially what we want to have is a consistent team work UX across both desk and team of projects. So you can see we're moving towards the same issue by having the left hand side, the same way we have it in a team of projects. We want to do a slow rollout because customers would have to take time to get used to and migrate at the New UI. So similar to what we did with team projects last year, you'll have an option to switch to New UI, get used to it, or stick with the old one for a prolonged period. But ultimately our goal is to align the UX across both our projects so that it's a seamless experience for the user and a very familiar experience for the user, whether they're in a team of projects or team work desk. So keep your eyes out for that. That's something that'll be coming down over the next month or so, I think. And the next one is automations on templates. So this is one that has been long requested by our clients that they'll see this in here. We want to have the automations built into project templates. So the moment the project is created, the automations are already there, the automations that were previously created on the project. So they're created and edited from within the template. You can copy an existing project and copy of the automation set a new project. So that's just going to make what's to match that starter, mission efficient, organized, that are set up by having these automations of the templates the project is set up with the automations already present that organization, that efficiency is built into those templates as we go. So super excited to get this one. Oh can't wait. That should be out I think over the next couple of weeks. I think at the moment, if I'm not mistaken. So you heard us talk a little bit about the early access groups. Jane mentioned the list, few attached details. You mentioned the cross project boards. You mentioned proofing. I mentioned your client view. And there's one other one on the bottom there that we did mention that's user rated. So before this webinar, I was on a call with our design team looking at the next iteration of user rate. So we've got a couple of issues we want to address with use rates, the discoverability. We also have the ability to retrospectively apply user rates. And we want to show you the rates history so you can tell from within came up when rates were buildable across, updated or changed. So we're working on the designs and that at the moment that our design team are looking to speak to people the same way that Jane mentioned. They're looking to speak to people about this view or have access to this view, attach detailed across project boards, proofing planning. Do so for any of these early access groups. There's going to be a link in the chat right now to sign up for that early access. If you sign up in that link, we'll get back to you over the next few days. Added the early access group and we can follow the process from there. But again, just emphasize what David said. We really do appreciate everyone taking the time to sign up these groups. We do really, really value your feedback. It's integral to how we work a teamwork. And it's really important for us to get that early access from you guys and get that early feedback so that when we come to the general release, our solutions are as valuable and as powerful as possible. So I appreciate anyone who signs up for it. We really do appreciate it. And if you do sign up for it without you over the next week or so to give you more details on the various early access groups that you signed up for. Just a quick brief one on Q2 and beyond if you want to move on one more TV. So some of the things we've got coming up in the future beyond Q2 time approval. So that's one that's often requested by our users. So the ability to approve the time, the timelines and the timesheets before they're sent to the user, before they send to the client in an invoice. So we're working on that at the moment. We just started on that this week. We've got some service line work coming up, which is going to be really exciting. So having the servicing ability and kind of roles applied right throughout the project, making it easier to pre to forecast report. So really excited about the service line. We do a resource scheduler overhaul, which is going to make that even more fulfilling. To have better data visualizations, we're going to have resource forecasting. So again, if you want to look three, six months in the future and you can see your sales pipeline, do I need to bring on a contractor or do I need to bring on some more full time employees? So we want to be able to forecast when you're going to have those bottlenecks and when you need to address it. So you can address it in a real timely manner and be ready for the upcoming work with the right resources. Ready to go. I already mentioned user rates. Super excited on that one. And then the last one is tickets and debt. So that's going to be rolled out over the next two months. And essentially what we're going to do is going to actually have a lot of tickets that have been there for a long, long time. And there's going to be a corollary or there's going to be a knock on effect on the performance of desk overall. So we're super excited to see that coming and that be there by the end of this quarter as well. So I think with that degree, I think it's back to you. Yes, it is. All right. Thank you, Robin and Jane. So just to take you through some other stuff that we've got going on, which is actually less about the product roadmap, but some fun stuff going on, the teamwork that we wanted to let you all know about. So just a look back at 2022 since this is the first of the new year for us, we had some fun stuff going on with teamwork that we just want to shout about a little bit. We've got we had our first ever virtual summit four agencies bandwidth. That content is still available on our website. Great talks given by agency owners and agency experts. We opened a Denver office with our new Denver hub. So all those folks who are excited for Colorado. Hello neighbor. We are a presence at agency events. We hit up the ad age small agency awards. So if you are ever at those types of events, take a look out for the hot pink t-shirts. And of course, we also and not of course, but we became certified a great place to work in Ireland, which is really fantastic. I say, of course, because it seems like a no brainer to me. Some stuff that is also good to keep in mind. Mark your calendars February 13th, which is this coming Monday, I believe we have been I think probably most of you have rolled on to it already. We have been slowly rolling out our new teamwork. Look, as I mentioned over the last year and officially as of Monday, the old teamwork is turning off. The new teamwork is turning on. And we are super excited about this. For those of you who haven't been using it yet, I think you'll be pleasantly surprised, even though change is hard. But those of you who have no difference will be made. You will still be able to find everything you need. It's all there. It's just over on the left instead of up on the top, hopefully making it a much more streamlined experience and is really, really nice look and feel to it. And we've got some. So teamwork Academy is where you can go to learn all new things, teamwork. So especially if you have new people joining your team or if you just want a refresher, it's a really good place to go visit. So if you go to our website, you can type in Academy that teamwork ecom or you can go to our website under Resources you'll see teamwork academy, but they've got a bunch of new training. The cool thing about this, so like courses about track your time is that the, the training actually pops you right into the product itself. Right so instead of, you know, you will be learning things but then you will actually get into teamwork and so it will all be contextual learning. So you'll actually be able to figure out, hey, if I've always wanted to get my team to start tracking time in teamwork so that we can take advantage of setting those retainer budgets, for instance, then it'll actually show you how to set things up in teamwork and actually get you set up the academy, that teamwork, that for that. And also next week, I believe it's next Wednesday, we have one of our webinar series. We run about once a month. We bring in thought leaders from agencies all around the world. And this one we are bringing in Drew McClellan, a really cool guy, the CEO at agency management institute, and he's going to talk about the growth of an agency if you're growing your agency too fast or not fast enough, as always, hosted by Logan lyles, who is our head of partnerships here, and they're really a great series. We started them back in November, December. This is number four, I think maybe is prior to that. And there they are, great content, so highly recommend. Again, you can go to our website on the resources. You can sign up for our webinars there if that is of interest. And then last thing, join the newly formed teamwork user group. So our partner Nicole has set up a teamwork user group. It's a place to connect with other team of users. There will be monthly events, quarterly topics, if you are a teamwork fan and you also want to talk to other folks who are maybe doing what you were doing in the product or not or have different pain points that they've figured out how to solve or just another great place to meet and connect with other agencies. I find that user groups for me have always been great places not to just figure out how to do the latest and greatest in the platform itself, but to talk with other people who have similar objectives or who are from the same world that you are at. So if you'd like to join the link is down below. You can also just search for a teamwork user group. Great OK. So we are now moved on to our q and a, so I'm going to invite Robin and Jane back up with me. We've been as said as we've been going. Thank you all for throwing those questions into the questions, panel. Feel free to keep on going during the Q&A. We've pulled some out, though, that we thought would be good, not just for our folks to answer individually, but for everyone to get answers to. And just to note, this is recorded. So if you've got a bounce, as always, we always share the recording out at the end and it'll be in an email in a follow up email. So a few good questions here. One for Jane. This question is with more of a comment. I think a little question in there. We'd love to get links added to the proofs workflow. We don't use files or JPEGs to send client deliverables at our agency, just links to Google Drives or to web pages. So I guess the question in there is, will that be possible? Yes, that's a great question. And I would say you're definitely not alone in using that type of a workflow. And it's something that we've heard quite a lot, and it is something that we are actively designing at the moment. So long answer short. Yes, links will be coming to Briefing. Great another question and a form of a comment to you. I think also, Jane, it would be amazing to you, my Google Calendar events and then drop team work tasks into my days on the calendar, if that would be a solution to all my problems. So I guess the question is, can you do that? Will you be able to do that in the future? That's that's a great question. And I would say very topical because that is something that we are also looking at the moment. So we know that the way our users work is, you know, you have your Google events, whether they're client meetings, internal meetings, and you also have your list of tasks or deliverables that you're expected to have completed on a certain date. And at the moment, there's probably a bit of a gap in doing both of those things effectively and teamwork. So what we're looking at doing first, I will be getting that Google event and that Google Calendar information into teamwork and being able to view it in the context of the rest of the tasks that you have on the go. So the first implementation of this will likely be in the My work area. So if I'm the designer, I come in on a Monday morning, I see I have three hours of meetings, meaning I have a paid 4 and 1/2 hours or five hours of focused task delivery time. I can really effectively on my day then because I can see the tasks that I have, do the estimated time assigned to them and exactly the images that I have free in light of the meetings that I have back in the day. So that is definitely something that we're working on. And then there's some more very exciting applications of the Google Calendar that we'll be looking at beyond just the my work area as well as, you know, robin, if you maybe want to give a little bit of insight into. Yeah Yeah. I mean, it's a really great question. And Jane outlined what we're trying to do there. But if we talk about other solutions, the one that jumps out my mind all the time is timesheets. So if you could match your Google Calendar to your timesheet and say you had a client meeting and you could just click on that and automatically turn that into billable time, like stuff like that. And being able to really see your week and just click which ones you want to highlight then at that time. And for the other one, really powerful for time logging. So that is something we're exploring as well. The other one we're looking at is in the planner in that resource planner having on available time. You know, it'd be great to know that my top designer is away for two weeks in may, so I need to start something out there. If we could map the Google Calendar onto the planner as well and see the unavailable time, get the ultimate really unavailable time in there. Those are the other two ones that really we're investigating at the moment. I decided. All right. Another one for you, robin, about retainers. Does the team need to enter hours into teamwork to take advantage of the retainers feature? Yeah Yeah. They left a long time. That's the retainer. That's where it comes off. It's based on the time and the billable. The billable and the cost rate. So depending on what the value of the retainer is as your employees or your users work up a lot of the time that starts coming off the retainer. So it is all based on time. So the answer to that court, jade, long answer short, is Yes. Another one about retainer is a question will the retainer reports be available for hourly budgets or just for the money ones? No, it's time and money available for both. Yeah, right. Another one for Jane. The new list view seems cool if we join early access. Will the new view the optional for our teams, individual users, or will everyone have to use it? Well question. So the way we're rolling out the early access ad release at the moment, so we're kind of phasing out to get as much feedback as possible to de-risk and make sure that it sings and works in the way it should for everybody. Is that the current early access group? There is a little toggle, so yes, it will roll out to the entire company and each individual user will have the autonomy to turn off that few, if they need to. And from the current early access group that we've had, we've been very positive, positively have seen that very few people have actually turned it off, which is really great validation of the power and that the improvements that we've made. But yes, it'll be rolled out to the entire account, but for a period of time, there will be that toggle where users can turn it off individually themselves. And naturally, the next evolution of that is that we would remove the toggle and it will replace the existing list view for those accounts. But for a period of time you'll be able to toggle on and off per user. I will also just note, because I think I saw a question come in at some point during the webinar, we do early access groups by the feature in question, so we don't just have a General Data with hundreds and hundreds of people where early access gets turned on for all features for everyone, because we really want to make sure that you're getting early access, just the things that you want, that we're not changing what your teamwork looks like out of the blue, and also that we're getting feedback from people who are most frequently using it, who are willing to give us that input and all that. So if you are interested in any of these early access groups, sign up for the particular one or the feature that you want to get early access to. And we will try to be good in this webinar to be able to give you access to signing up for those. So just to note there, another one for Jane, I think, or back to proofing, will there be a proof tab within projects or will it only be accessible via the proof page? That's a really good question. So we started with placing it at the proof page or in a separate home in the slide navigation bar for the first version of the release of proofing. What we really want to see is how people are using it and identify opportunities just like that. I'm guessing this person may be a member of our early access group already with the inside scoop, and to get that kind of feedback, to see whether people want it embedded in the project, what's the value that would bring and if that would make the workflow of viewing the status of work by project easier. And so it's something that we've heard I'd say it's definitely something that we're considering and it's something that will definitely keep an eye on in terms of the feedback. But I would love the chance that person, whoever asked that question, if they were available to set up a call with myself and one of my colleagues to chat a little bit more of a proofing, that would be wonderful. Right another one for, I think, Robin. Are you able to lock the time that people that employees put in so that they can't go back in and change the time entered unless it's approved by their manager? Yeah so you like when I talked about the upcoming time solution, we did mention time sheet approval that that's going to be something we're looking at that we've just started our research on that. A scenario like that from that user is something we hear pretty regularly from customers in terms of controlling the timelines and the editing of them and the approval process. So we are investigating that at the moment. We would hope to have, you know, that go into engineering in Q2. But yeah, that, that that's going to be in the general area of time approvals that we're looking at the moment. So happy again falling off margins that have it felt that customer or put you in touch with the team that's working on that at the moment that they delve into that little bit deeper and learn more about that use case and another one for you Robin sort of along the same lines of having those approvals or locking things, does the retainer feature allow for tasks to be locked. If there's a limit for the month, if the time has already been logged and you're out of time. That is a great question. And the answer at the moment is no. But that's only because it's the first iteration of retainers, right? So that kind of feedback is exactly what we're looking for because we, we are going to continue to iterate on retainers while we've done what retainer is initially is as I showed you earlier, is that retainer budget absolute. But actually what we want to do is have a retainer project solution or even a claimed retainer solution. So there's a number of different ways we can go with this. And that's a super suggestion that is in there. You know, I've got to limit don't go over it because, you know, this client would there may be a workflow where I have to go talk to clients, say what? You want more work that's going to be at a higher rate, something like that. So where that's not going to be there for iteration one. But that's exactly the kind of feedback we're looking for from our retainer so that we know where to take it in the future. And that's something that we definitely investigate and again follow how much that loved speaker customer particularly about that use case because that's something we heard a couple of times during our research. That's something you want to dig deeper into for future iterations. Another one for you, Jane, about cross project boards. I am personally very excited about when that's released. Will we be able to filter by board column in the everything view? In other words, only see tasks that are in a certain status. Yeah, great question. Absolutely so that's I think for me, as I'm very excited about this feature. For me, that's going to be one of the real like they're real hard hitting value givers of this feature is that everything area across all of your projects, you're going to be able to view the status of work within a single column in a workflow. Or maybe your design team works to a certain workflow with three or four different stats. That design manager can come in and have a look at that workflow for that team across all of their projects. Maybe a project manager wants to come in and see the kind of delivery status of work for a certain client that they're working with. But that client's work is dispersed across four or five different projects. You're going to be able to get that in place at the site level. And with these workflows, sorting is going to be really powerful. So you can sort by due date or priority within those groupings across multiple projects, it's really going to give you a really effective kind of bird's eye view of the status of work, but then give you that ability to drill down an awful lot more deeply in the context of the boards as well. So yes, definitely. One for you, Robin. Are there any plans to enhance the financial reporting to be able to see the breakdown of profit margins for a project? Yes, there are. We want to bring in profit margin over the next couple of quarters. So would like we released the profitability report last year, you know, good profitability, you get to profitability, snip it on a budget as well. We want to enhance that and start iterating on that again this year. It's been out there for a few months at this point, so we have got some feedback on a profit margin of one of the things we hear quite a lot. So we do want to bring that capability in there and make those reports a little bit more sophisticated and a little bit more valuable for our clients. So again, I will follow up with that user because that is something we're looking for our designers to talk to users about. But the answer is Yes. We are looking to bring in some profit margin, profit margin solution to the financial reporting. Good for you. Jane we got spaces. User when will spaces be integrated into projects? So I think I saw another couple of questions in that. The box is all about notebooks. I think somebody specifically called it some of the issues that they're experiencing with local to things like automatic saving and maybe losing content that you haven't hit Save in the notebook. So those are exactly the kind of things that we're looking to solve in teamwork, and we want to improve that overall collaborative document management and document editing experience. And also have a wonderful tool called spaces. For those of you that may not know what, it's a document management tool and that we are looking to integrate into teamwork. We are doing a lot of research and the design is kicking off on that as well at the moment. And we are looking to speak with customers and do a little bit more digging and figuring out exactly what people need from that. So if you ever ask us, you will be open to a call with myself and my colleague Colin. That would be wonderful. In terms of timeline, we probably don't have a timeline pinned down. Just yes, it is very much on the goal. I guess the scope of that would probably determine the timeline. So when I don't have a timeline, we would hope in the first half of this year. Certainly and we definitely it's on our radar. It's something that we're actively working on. Right um, let's see. You have time for a few more for Robin. Is there a solution coming for pipeline projects of projects that are still in the sales phase? That is something we're investigating. That's a really interesting use case. OK so if we talk about that Service Loan stuff and what you're selling, essentially you might have a defined task as the template. This is what we offer for our CEO, for example. And here's my field service and here's all the tasks associated with it. If you have a project built out to estimate a cost or estimate the financials for sale. Turning that into an active project once the sale is closed, that's the kind of workflow we're looking for. We are investigating that at the moment. It would be irresponsible to give a timeline on that. It is on our radar. It is something we are investigating, but I wouldn't have any firm timelines on it yet. But we do want to go down that road to make it and really kind of link the sales and the project coming in. When we talk about the resource forecasting, that's similar. So I want to be able to see that I've got these sales in my pipeline. I need these kind of resources. This is what the project will look like. And this is what we might make from it. We do want to get into that more forward looking thing, taking the sales pipeline, putting it into teamwork so you can see the effects you would have. I want to say turning it into real projects. So it is something that we are investigating, but I wouldn't have a timeline on at the moment. Right another forward looking one for you, Robin. Any plans to improve forms like adding conditional logic? We do have plans to improve forms and that would be hopefully something you'll see in Q2. We were week we were talking about it as we were doing our planning at the start of the year and forms is something we really want to focus on and that would begin in Q2. And we think there's a lot of value there that we haven't unlocked yet for our users. So we will be focusing on that and stuff exactly like that you said. Condition, logic, two farms. Exactly the kind of road we want to go down with them. Great for you, Jane. Are there any plans about custom fields now? Any plans to add custom fields to companies. So we could add info specific to a client? That is actually something that we've heard more regularly over the last number of months. And I think with the move to plain view, like Robin suggested, that's definitely something that we'll be looking to explore. I think even from a technical perspective, the way we build this gorgeous new client view is going to enable us to do more things like that, like things around custom fields for clients that you can add certain information that they actually think they saw. Another question from somebody asking, if you can add things like birthdays or, you know, the date that the client joins that you can kind of, you know, remember these special things about your relationship with the client. Those are the kind of things I would imagine that we'll start exploring a little bit more of typically around the custom fields. And so it is something that we've discussed. And so definitely knows that off the cards and hopefully something to be able to look at you. Right I think this is for Robin. Do you have actually, too, two questions about timing of things as people are eager to get their hands on them. Do you have a ballpark time on the release of the Google Calendar integration? And also same for client view for that early access for client view. Well, the Google Calendar integration, something I'm working on at the moment that is actually an engineering established yet. And essentially we've got to get the API working. And then as Jane mentioned, my work will go into my work and timesheets and all that. So it's a little bit longer, as I tell you, we're looking at a Q2 deliverable there, but it is coming as we are. We have an engineering team on that at the moment. It's quite complex to take a little bit of time. But I would say Q2 deliverables there, early access to reclaim view is very close. Client view I think is about to go in. We want to go through a couple of runs in Q3. We're happy that it's stable and it's ready for some client or some customers to get on it. We'll we'll open it up today. Early access. So I would imagine that's within the next two to four weeks that be available for the early access people to take away and play with. And so given feedback on. Right or Jane. Is there any way to integrate teamwork Academy training videos into third party sites? So it's great to hear that you've checked in at the Academy and that it's something that you're eager to try integrate into your own workflows. That's fabulous news. And the deputy Sheriff with the fabulous education team. And to my knowledge, there'd be no way to integrate it into, let's say, are external, too. But that being said, we do see a lot of users creating little handbooks and things and best practices and getting started with teamwork internally in their own organizations. So what I can do is I can share in the link to the Academy into the charts so that everybody has access and you can definitely use things like hyperlinks and adding it to those best practice docs and getting started with teamwork docs that you might have internally. And I think that, we will wrap up here. You know, of course, there are tons more questions that you all have been asking. And we are super appreciative and really want to say Thank you to all of the folks that teamwork on the back end, trying to answer all the questions that you've thrown in. The truly I can't say enough. The more that you ask, the more we take into consideration. So we're going to take the questions that you've asked throughout this or the things that you said you'd like to see and take it to our product teams, to our designers, to our engineers, to our product managers to say, hey, this is what people are asking about. This is what they want, this is what they have questions on. This is what's confusing to them to really help us make the best possible version of Team work for you. So thank you for everyone for joining us today. Thank you to Robin and Jane, as always, for taking us through all the things. If you have any particular questions that you are burning to get answered that we didn't have a chance to answer today, you can always email support that teamwork. Our support at teamwork dot com, they are always available if you've got something particular to your account but know that your feedback, your input, your questions will be looked at by our product teams. So thank you to everyone. I hope you have a great rest of your day today. Thank you for joining us. The recording will be sent out to everyone within a few days after this. And have a good one. Cheers, guys. Thank