Product Roadmap Webinar Q1 2024

Transcript for the video 'USE: Q1 Teamwork Quarterly Product Roadmap - Feb 8, 2024 10:30 AM - (55m 47s)':

Hello, and welcome, everyone. Happy New Year. Hopefully, it's not too late to be saying that, but it's, great to have you here for teamwork dot com's q one twenty twenty four product road map webinar. Thank you so much for calling in today and joining us just to make sure You can hear us and we're all in the right spot. Drop in the Zoom chat where you're calling in from. We have a very global audience, it's nice to see who's all calling in from around the world. So as you just get situated, drop in the chat where you're calling in from. Atlanta, London, across the pond. Hey, Toronto. That's very close to me. I'm in, kitchener, Ontario, Canada, myself. Nathan's calling in from Denver, Winnipeg. I'm heading out to Winnipeg, in September for a wedding, Julie. People are calling in from Iceland from San Jose from Boulder, Colorado, Denver, lots of representation from that area. Another Toronto, attendee, Ohio, Nebraska, Grand Rapids, Missouri, Brazil, France, great to see such a global audience here with us today. Once again, thank you so much for joining us, as we kick off q one twenty twenty four. We're really excited to share everything, that has been released and what is going to be released soon in this product road map webinar. So keep, letting us know where you're calling in from today. Courtney's calling in from Florida, Whitney from Arizona. Oh, Detroit, that's close to me as well. Germany, Virginia, lots of people from Chicago, great city. Nice to have everyone here, California, New Jersey, Berlin, a couple of people from Germany, Austria, North Carolina, Scotland, day, another person on that side of the pond. Oh, Glasgow, another one, Saskatchewan. Very fun. Never been out that way. But maybe one day. Anne is calling in from Alabama. We have people from Florida, from New Jersey, from Holland. Houston Minneapolis. Once again, just let us know in the Zoom chat where you're calling in from. Thank you for joining whenever it is in your day. We really appreciate you joining us live for these events every quarter. So we'll just give it another minute or two just to get our audience all filed in here today. Raleigh, Los Angeles, Dallas, North Atlanta area, New York City, one of my favorite cities in the world, Interior BC, very nice, Oregon, a couple other people from the West Coast, Michigan, Minnesota, Fort Lauderdale, Norway. Very cool. Nice to have you here, Nina. Mexico City, I've heard fantastic things about Mexico City. It's on my bucket list. Where else are people calling in from today? Arcelonia, Prague, Australia. Wow. Australia. This must be a very hard time for you right now. So thank you for calling in. Whatever strange time this might be for you. Yes, Julie, the webinar is being recorded. So if you need to jump fear not, you will get this recording. Honduras, Saskatchewan, another one, Awesome. Well, thank you so much for, letting us know where you're calling in from. I'll keep chugging along here, but, I myself am just outside of Toronto. In a city called Kitchener up in Canada. I'm joined today, by my other hosts Jane and Emer. You usually see Robin in Emer's spot, but we're very lucky to have Emer with us today. Robin is taking on another project right now, with teamwork, so I'll pop it over to Jane and Eemer to introduce themselves. Yes. Hello, everybody. I'm gonna jump on the happy New Year bandwagon as well. I think we're just about still able to to use the happy New Year Lane. So thrilled to see you all. Really excited to take you through some of the things we've released recently and some of the upcoming things we're going to be working on. So yeah, looking forward to get stuck into it. Hey, everyone. I'm Emer. I've worn my pink teamwork t shirt, to pay honor to Robin usually, you're representing the same teamwork dot com t shirt. And I think if anyone was here at the q four webinar, Jane going off to get married, and I can confirm that did happen. And she's now come back with a missus. So that's all of her life updates out of the way, and I'm delighted to be here today. I love that. Feeling his presence, regardless in this event. Yes. We're very happy to have both Jane and Eemer here with us today. Presenting. And we always start off by just sharing our mission. This is what we live and breathe by. It is the heart of what drives us here at teamwork dot com, and this is our mission to make client service teams everywhere, efficient, organized, profitable and happy. This is what drives our product roadmap, everyone that is delivering client services, worth thinking of you all the time, so we just always like to point to our north star and reiterate our mission And this comes from a very natural place. If you do not know, the teamwork dot com founders actually ran an agency of their own for eight years before starting teamwork dot com in two thousand seven. So we've been around for a while. And even before that, Dan and Peter, our co founders have you know, hands on experience in this exact industry and their experiences what inspired them to create teamwork dot com creating that product that uniquely solves the problems and issues that those delivering client work face. So, we're all in good company here. A bit of an agenda for us today. So, we're going to start by talking about what's recently been released. Our last webinar, I believe, was in October. So it's been, just over a quarter since we've talked. So there's lots to, kind of highlight about what's been released, and then of course we're going to show what is coming down the pipe, so what's going to be coming soon. I then share a couple of teamwork dot com company updates and then of course we spend about fifteen minutes at the end answering your live. So do hang on for that Q and A at the end. And really your participation today is what makes the event that much more enjoyable. So if you have a question throughout, please use the q and a in Zoom to ask your questions We have a whole, group of product managers in the webinar with us today from teamwork dot com that will help answer your questions and converse with you there. You can use chat to once again let us know where we're calling in from or say hello and then of course use those we love it emoji reaction emoji reactions to let us know how you're feeling, what we're sharing. And, if we don't get to every question, fear not, we download these we look at them afterwards. So really your feedback, is so important today and we will look at all of it and we'll obviously address it live and then at the end of the webinar as well. And to anticipate any other questions about recording. This is recorded and everyone here as well as everyone that registered will be getting this recording, in a couple days. So, you will get to reference it again shortly. And with that being said, I am going to pass it off to Jane. Perfect. Thank you so much, Janelle. Alrighty. So we're kicking off the recently released today with, I think, one of my favorite features that we've released in teamwork for a while, and that is our calendar view. So calendar view is kind of mid release. We have it out with a a very large version of our user base at the moment. It'll be with everybody. So everybody on the call will have access to this by early next week, hopefully Monday or Tuesday. And what the calendar is for is essentially to get a full picture so that you're able to plan your day. So we've heard for quite a while that our users have kind of grappled between understanding where they should be looking when they're trying to plan their day. They've got tasks and teamwork. They've got their client meetings in Google, and there was a little bit of difficulty marrying up the two and understanding, well, what kind of billable capacity do I have today? Where where can I actually spend my time on, client work? So what we did to tackle that is we've introduced the new my calendar view in the home area. And essentially what you can do with my calendar is you can view your alongside your meetings, you get a really full view of what your day looks like. We've also introduced a time blocking concept and team And the feedback that we've been getting so far in this is really, really super. So I'm excited for all of you to get to to get in and use it. So you'll be able to create a time block within the calendar. And essentially, that's going to block out a period of time that you can focus on one of your tasks. To do this, you can see in the the screen graph here, you can drag one of your tasks from the top area down into the calendar, really quick, really pain this to create a time block against a task that you have due today or tomorrow, and really just kind of get into the nitty gritty of planning your day and understanding where you will be spending your time and where you be spending your time. And essentially, the real goal of this is to give you that single source of truth in teamwork. If we can jump on to the next slide, the icing on the cake with this calendar view, is that you are going to be able to log your time with a single click in this view. So Once we've planned our day, we've dragged down those tasks. We've created time blocks. You're gonna be able to create a time log with a single click against that time block. Gonna save you a huge amount of time super efficient, and it gives you that kind of visual way to understand where your time has been spent. And very soon, hopefully, at some point next week. You're going to be able to log time against a calendar event in teamwork, which we're really excited about. We've heard for quite a while that a lot of people have been creating placeholder tasks and teamwork to represent the time spent on a billable client call, for example, and then you have to go in and log time against that task that you've created. We're gonna take that manual work away and we're going to allow you to log that time against the Google event directly within teamwork. So really exciting one. Keep an eye for that one you don't have it already, and definitely get in and and have a look. Alrighty. We'll jump on to the next slide. So list view. This is one that we've been working on for a while. I know there's a large portion of people on the call today have list of you already, but just wanted to give you a little bit of an update on some of the things we've been working on, some as you'll have seen recently, and then some of the really cool features that are coming, in the short term as well. So with the new list view, what we created is a faster and more efficient way to create and manage your tasks in list view. We've gotten an awful lot of feedback. People have been so collaborative with us, sharing their thoughts, giving us their feedback, telling us where it helps, giving us, you know, ways that we can improve it further. And we've been reacting to that quite a bit lately, I will say. So the first one is completed tasks. We previously had completed tasks kind of in line. We got a lot of feedback. We heard you. And what we've done now is we've stacked completed tasks below the list view so that you're able to get that full view of the progress of your work, by seeing those completed tasks in the context of your open tasks. The other thing that we've been working on is improved task actions in line, and we're talking about both during the task creation flow and also while you're editing a task. So you'll see in the little screenshot here in the right hand side, you are going to be able to create those task attributes during the task creation. So we have little floating action bar where you can assign the task, you can add a due date, add a tag, do all of those things while you're building out the task. But the next step of that, and then evolution of that that you'll be seeing again very, very soon. I would say next week, we'll be adding more task attributes during that creation. So adding a board column, adding a priority. So you can do all of those things during that task creation. The other thing that we're releasing, again, which we've been using internally here for a while, and it's a serious time saver, is slash commands. You'll see that in the screenshot here as well that again, while you're creating your task, you'll be able to use slash commands and shortcuts to really quickly and easily assign the task, add a priority, add estimated time. It's a great time saver, and like we said here, it gives you that kind of added agility while you're creating your And we're going to keep optimizing this. We're going to keep working on it, and we have a fantastic team dedicated to this due because we know how central it is to how our users use teamwork. So we will continue progressing with this and rounding it out. If you don't have access to this already, we can absolutely get you access it is kind of being rolled out to to our users at the moment. So you don't have it right now, let us know, and you'll be seeing it very soon. Alrighty. The next one is my work. So over the last couple of weeks, since we last spoke, we've made some improvements to the my work area as well so what we wanted to do here was improve kind of that task management and daily work management within teamwork. Particularly for, you know, those individual contributors who have a lot of tasks ongoing across multiple projects. All they want to essentially see is, you know, show me what I need to do today, show me what's late, and show me what I need to start working on, for upcoming tasks. So what we did in my work is we got a bit more granular with the groupings. So you'll see in the screenshot here, we've introduced, tomorrow grouping. We've introduced a later this week grouping. And then we have the upcoming group as well. So it just allows the users to get a little bit more granular in understanding what they have on their plate and when it's due. The other improvement that we've made to my work, and this is actually one that we've heard for quite a while as well, is that you can now add other users to your my work view to get an insight into what the rest of your team have on their place. So you'll see it in the screenshot here. You can see where the little, tooltip is. So up to the top left, you're able to add a member of your team. A lovely use case for this is if you are a team leader, a project manager, for example, you want to just quickly go in and double check what your, designer is working on today, or maybe, you know, your two or three designers, you can group them all into that my view, just a really quick easy way to get a snapshot of what the rest of your team are working on, seeing loads of lovely reactions there. So that's great. It seems like that's been very well received. Alrighty. We'll jump on to the next one, Janelle. Forest. So this is one that we have been hearing for a while, and we have people absolutely chomping at the bit to get their hands on unconditional logic. So what we want to do with this is simplify the task in intake process by leveraging conditional logic and teamwork. So we have had forms for quite a while, and we've an awful lot of users who have cut down a huge amount of manual work. By leveraging teamwork forms. But what we've started to hear is that for maybe some more of those, larger service firms or larger organizations who need to have a little bit more plexity in their form builders that they were crying out for conditional logic. So I'm very pleased to say, that is exactly what we did. So what you're gonna be able to do with conditional logic is dynamically updating questions based on responses. And what this is going to do for your client, which you know, is a a huge element of forms is is easing that kind of work request process for your client, is it's going to only show them what they need to see. First of all, and it's going to allow you to capture the most relevant information. So you're taking away a huge amount of the noise for your user and for yourself you're going through and actually managing the requests that come through these forms. This has been released to early access today, our, fantastic product manager Amy sent out a notification internally about that a little bit earlier. So we have that in early access. We do have a form, you do wanna be a part of this early access that you haven't had access to the forum already. So I don't know if we wanna maybe pop that into the chat now or if it's in there already. So that you can sign up to be added to the next early access release. Alrighty. I'm gonna jump onto next one. Okay. So HubSpot workflow action. So this is one that we have heard a huge amount of excitement about from our teamwork users that are also HubSpot shops. And again, what we want to do here is automate as much of your work as possible. We want to try identify those things that you're doing repeatedly, that you're spending your time doing, and try to take some of that away from you and take that heavy lifting away from you put it into the product. And we want to meet you where you spend your time, which is where, the HubSpot workflow actions is born. So what you can do with these is that you can really quickly action work relating to deals or boats or contacts, by automatically creating tight teamwork tasks and projects. So all you need to do is connect to our, or connect to the teamwork app via the HubSpot Workflows. And you're going to be able to start building out those custom workflows directly from within HubSpot. So definitely check that one out if you haven't already. And one more for myself, I think. Yes. This is one that I'm also incredibly excited about. So teamwork desk has gotten a brand new look. Just in case there's anybody on the call that isn't, too familiar with what teamwork desk is. So desk is a kind of shared inbox solution that we see a huge amount for teamwork users leveraging to manage, planned communications. So a shared inbox, you're not missing requests coming in from clients. If you've got somebody as an annual leave, you have visibility into all of the requests and communication that's going back and forth between your your, team and your clients, it's a really lovely way to kind of centralize the communication. So what we have done is we have aligned the desk interface with what you will be familiar with in teamwork. So it's more modern. It's an easier way to use and manage that shared inbox with desk and it gives you that consistent UX between both desk and teamwork projects. So moving forward, we want to have a seamless experience across our teamwork dot com products and and really give you that feel for, kind of living in in the teamwork dot com world and being familiar in having the same experience in both props. And I believe the next slide, I'm handing over to the wonderful Eamer. Thanks, Jane. So up I didn't know that we were gonna speak about our favorite features, so this is mine. So the resource scheduler So just to recap, we've been on this journey for a little while and what we intend the scheduler to be used to ultimately forecast with confidence So what does that look like? It's planning for that longer term success. So optimizing business capacity, whether you plan three, six nine months out into the future, so ensuring that all of your resources are allocated efficiently, and that you can identify if there are any gaps or potentially any dollars going to be left on the table. So for example, if you see twenty hours in q two upcoming, can you maybe align with your people and sell that out and make sure that all of your resources are fully allocated. It's about knowing when to hire and when to sell. So what does this mean as you forecast into the future, do you have enough resources to fulfill the incoming client work, or do you need to sell more business to keep your team fully optimized? And then knowing your numbers. So with the introduction of the insights bar, which lets you know dependent on the date range, what you have available to you of your resources hours, what you've allocated out, what the potential value of that would be, and then what that would look like for your budgets. So I am very happy to announce we have completed our hundred percent release about two hours ago, so you should now all have access to the resource scheduler. We've made a couple of improvements since we started our early access. So we've introduced the ability to drag and create an allocation, in line, so you don't have to hit the CTA anymore. We've improved the view. So you now have a week and monthly view, and we've made some other UI changes We've continued to iterate on this over the next while. So tentative, resources are coming. To complement your tentative projects, and a couple of other bits and pieces and, more robust and available time. So that's the scheduler. Next up, we have our four new reports. So the intention of these reports is to surface that easy accessible at a glance information that you need to look at day to day or week to week. So you have your logged time per project and your logged time per user you can compare billable versus non billable and track this as you go is the time being logged across my projects and are my users logging their time as well. Then the estimated versus log time per task. So we know this is a key efficiency indicator and how is this tracking against all of our tasks that we have and then finally the task completion by user reports. So what's overdue, what's been complete, and basically it's about keeping track of work that's ongoing and making sure that it's progressing forward. Then we recently released our profitability report improvements. So this has got quite the overhaul where we now include the retainer budgets in our calculation. So this will be included, obviously, within the report calculations itself. And then this is easily identifiable by a new type column. So it's easy to distinguish. What projects have with budgets, whether it's standard or retainer. We've also included an expenses column, and then this expense is, the expenses will be included in the overall total cost calculation as well. So we're very excited to have that out the door and all of the work that's ongoing will be reflected back into the profitability report, which we'll talk about in a way. And then up next, we have some made some updates for a time log model. So the goal of this is to quickly find your tasks and projects and then log time in an intuitive and efficient way. So what we've done is that we've made the UX across teamwork more consistent when logging your time, we've improved the UX around the project and task pickers. And then, of course, introduced the predefined time period accelerators, which were based on analysis, which you can see here on the this screen is the fifth thirteen, thirty, forty five minute one hour, accelerators. So very happy to have that out the door. And then finally, I think we have the highly anticipated if you wanna click on there, Jana. There are retroactive user rates. So now you have the ability to retroactively apply rates to desired rate date ranges. So this gives you more flexibility and control and ensuring that all rate information is accurate across all users and all of the projects that they're working on. So we're thrilled to have that out and they can see the reactions there to that. So I know that was well overdue and highly anticipated again. And I think it's back to you, Jane. Perfect. Thank you, Eamer. Alrighty. So before we jump into the, upcoming section, you know, like we said, there's few, early access forms that we are sharing access to as well if you're interested in being a part of any of the early access releases. So we'll continue to mention those as we go through the slides, continuing on from the form improvements that we spoke about, continuing on from that conditional logic. We do want to continue to uplift and enhance our forms feature. And there's a few things that we've identified as highly important, based on the feedback that we've been getting and the use cases as we understand them for how our users use forms and want to continue to use forms. So the first one is updated customization and branding. So this is one again that we've been hearing for a while. We know that people when they share this form, it's quite often kind of the the the first impression or the first insight into the brand that your your client or your customer will see. So we want to make sure that you've a little bit more control over customization and branding. The other thing that we're going to be looking at doing is mapping form answers to task fields. So right now, our users of forms will know that the The data from the form goes directly into the task. But what we want to do is get a little bit smarter so that you can map some of those form fields to task fields. So, for example, if you ask, your user to, you know, indicate a date that they need is piece of work completed by that that will automatically map to the task due date, that kind of thing. So just getting a little bit smarter with how our forms and our tasks integrate. We want to enhance form automation as well. Again, like I've said, we really want to reduce all of that manual work and give you back as much time as possible. So we're going to be exploring how we can enhance the automations features around forms. And then, lastly, improve connection between the submitter and task. So to give whoever submitted the form a little bit more context, a little bit more insight into how the task is progressing, and just kind of joining the dots a little bit more there. Loads of love for this one. That is fantastic seeing all the love hearts and celebratory canons there. Already. So we'll jump on to the next slide. So the board's UI and workflows, This is one also that I am incredibly excited about. So we have a number of core task views and teamwork. This feel like we've spoken about, we have table view, and we have boards, which is very much loved by a lot of our existing users, and we know it's kind of it's a prerequisite for somebody coming on and wanting to use teamwork And we know that people find a huge amount of value from the project boards today. But what we wanted to do is, kind of the first piece of this puzzle is improving the overall UX and UI within project boards. So what this is going to entail is kind of more in line editing of the cards, so being able to really easily, update the assignee of a card in lane or changing the date of a card in lane, So you won't need to open up that full task details panel. Again, we're talking about that efficiency, that speed and productivity, allowing you to get those things done an awful lot more quickly. And then things such as having a thumbnail of a file in a card as well as another thing that we know a lot of, particularly, more kind of service based or maybe, agencies rely heavily on. Getting all of those kind of things into the board's UI, the other piece of this, which is gonna be a huge time saver, and I think it's gonna solve a lot of problems that a a lot of teamwork users have, but particularly maybe some of those larger organizations, is being able to create a shared workflow within your teamwork account So right now, we hear anecdotally quite a lot that there's no consistency across workflows within projects or teams that, you know, the the board columns across my three projects that my design team are working on are completely different. And it's really hard to make sure that there is a consistent workflow or a con a consistent kind of, set number of stages will say that a task has to go through. So that's what workflows is going to tackle. And then one step further, we're going to be introducing an everything boards area. So you're going to be able to view those workflows at a site level. So going up a step that you're not just viewing it at a project level. I, as a design manager, can come in and look at all of my tasks across any project that's using my design workflow. It's just gonna give you that level of consistency. We're going to integrate workflow automations as well. So again, you're going to have consistent automations across your projects. It's one that I am incredibly excited about. I think it's gonna be a a huge time saver for people, and it's going to really help you make sure that the way you're working maps correctly to how your setup and team work. So that is one as well that you will see very soon. And we'll jump on to the next slide. So improved task details panel. We currently have within the new list view. So our users of the new list view will be familiar with the screenshot that we can see here. A new task details panel. And what we're hearing on the task details panel is that it's an awful lot quicker to update the task information And that's also an awful lot easier to access and see the things that are important to me or the things that I need to be seeing. So what we're going to do is roll out this new task details experience fast. Yeah. So there's gonna be, you know, the the editing of tasks is going to be an awful lot easier. Again, you can see in the screenshot here, it's a single click in to update the task name, single click to add or change a description, really succinct, quick easy ways to update your task. The other thing that this is going to enable is gonna really put the information that's important front and center and make it really accessible. Oh, hallelujah. I love that Matthew, make it really accessible and easy to see and access the things they're important to. So for example, we're, introducing activity into the panel itself. So you're not clicking into the view task history. For example, there'll be that feed of where the task has been and understanding what updates have been made all from within this panel. And what I'm most excited about with this is that it's gonna give you complete consistency in how you view your tasks across teamwork. There's this one single panel. You do, exactly what you need to do in the same way across the entire product, and I think it's going to be a game changer. So another one that I'm incredibly excited about. And if we can jump on to the next one, perfect, So another thing that we're gonna be working on over the next couple of weeks, is desk tickets in teamwork. So we've had a little chat about what desk is that shared inbox giving visibility into managing, your client communication. What we want to do is integrate that more tightly into teamwork. So we're going to be pulling teamwork tickets into two areas within teamwork. So first, it's gonna be within a project associated with that client. You can see in this screenshot here, I'll have an area that I can view all of those tickets for that client within the project. And we're also going to be pulling it into our lovely new clients view as well. So there's gonna be an area in there. I can jump in, have a look at exactly all of the communication that's come through teamwork desk, all from within teamwork. View the tickets, respond to them, understand the conversations and communication that's been going back and forward. It's just really creating that kind of integrated, experience and single place to to manage client work. So another one that we're incredibly excited about. And to continue the client's new conversation, I'm gonna hand over to Emer. Thanks, Jane. So, yeah, just everything that Jane made out about that centralized view, we have made well, we're currently making some significant improvements to the list view itself. So as you can see, there are four new columns being introduced. So the task completion, a health volume, budget volume, and profitability. And we're also making it much easier now to says all of your projects related to specific clients by bringing the now inline into the list view itself. So you set the health for all of the individual projects under a client, and then that can roll up to your overall client health, client budget, and client profitability. So we're super excited to get this out along with the addition that the the guys over on desk are doing as well. So you can The next thing that we're working on that we're very excited about is the fixed fee budgeting. So this is obviously the next budget type that we're working on. So this will be based upon the fee agreed with the client. And then, of course, as I touched on previously, the profitability report will be updated to reflect all of those changes. So you can see here in the screenshot that new model between your selecting budget type to have your fixed fee time materials and retainer. So that will be coming hopefully in the near future as well. Next up, we have time approvals. So time approvals is very new, and we're very excited for this. So the goal of this is to review request changes and approve your team's time sheets before they're finalized. Ultimately ensuring that all of the time logging is correct and improving your billing billing accuracy. So it will give you full control over the sign off of time logs and it would be very intuitive to use with the approval status here where it goes from in review if a change is required to ultimately being approved. So that's the time approvals. That's also included in the early access list as well. So if you're interested in that, be sure to sign up for that. And if you wanna click on there, Janelle, next up on the team of time again, we have some improvements coming to the time log model. So we want to increase the ease of use and efficiency here. So what you can expect is a recent tab, so making it much easier to find those projects and tasks that you have been working on recently and logging your time against those, improved overall UX for adding start and end times to your time logs, and then improved UX for inputting time spent when logging times. So a lot of efficiency improvements coming there as well. And then I actually think the next one is time again. So the timesheet, this one, I'm very excited for. So it's really all about increasing the personalization here. So easily building out your own weekly timesheet as you see fit. So we've listened to the feedback, and that's exactly what you can expect. So it's really about reducing the noise by adding only the projects and tasks that you want to see in your timesheet on a given week, and then the ability to copy projects and tasks from the previous week for added convenience. So keeping that flow of your workflow very consistent, we will of course be updating our filtering so a lot more customized ability there, and overall general UX improvements to the look and feel of the timesheet. And if you wanna click on Janelle, we have also updated our time report, so this will be coming very soon. So what we've done, we've introduced a new grouping by task list, which we have heard loud and clear over the last few months we are improving the filtering. So previously, it was quite limited based on the groupings that you had applied in the time report. And then, of course, improving the sporting. So the expand and collapse at the moment is very intuitive, but was causing problems for exporting. So we're completely improving that and also improving the budget volume board within that too. So this should be rolled out very, very soon. And if you wanna click on Janjana, next we're on to planning overview. So this will be very complimentary to both the workload and scheduler. It is an overall view or snapshot of your entire team's capacity. So we're making a number of changes here. So we're introducing some visualizations where you can quickly see your allocated estimated log against what's available to you. So all of your available resources. So if you say for argument's sake here in the visual, I have way over allocated against my resources to what I have available to me. So, again, that's answering your need. Do I need to go into the scheduler and I will identify the need to hire a cell, whatever the case may be? It gives you that snapshot with your estimated versus log time as well, what work is ongoing, what's remaining, as well as the new allocated volume giving you that view, what have I planned for my individual team members? We will be keeping all of the functionality of the existing overview. We'll just look and feel a lot nicer. So very excited to get that one out the door as well. And then next, finally for me, is the introduction of formula fields and customer reporting. So this will go directly into the builder itself. So the goal of this is to allow you all to perform more advanced data manipulation and, of course, build more accurate insightful and actionable reports. For MVP, we'll be releasing add subtract, multiply, and divide. And, really, it's about enhancing your reporting and taking away that pain point where you're exporting current customer reports to do a simple calculation or to build that new data point that you should be able to do in teamwork. So really, really excited to get this into all of your hands to play around with. And I think it's over to you now. Yes. Thank you so much, Emer, and Jane. And, our apologies about some, trickiness with the, sign up form for early access. I have tried to finagle it. So I'm going to give one last attempt here, but my promise to you, if not, we will include the form in the follow-up email. So fear not, you will get that option. If this final attempt does not work, you will get that option to, sign up for, four of our early access programs. So let me know if that link works for you and we will include it in the email follow-up as well. But a couple things from my side, did not work. Okay. Yep. I will take that offline. Couple final things from my side, before we dive into the Q and I just wanna give a shout out to our agency life podcast. Hopefully, some of you folks have listened to these episodes, but, They're they're making a lot of great waves out there. We're in the top twenty five percent of downloaded, podcasts. We have over seven thousand downloads seventy countries worldwide are listening to us. We have thirty episodes in just over a thousand minutes of agency, client work specific content. Logan does a great job and, two, that are kind of relevant for the time of the year right now, is how to increase your profits in twenty twenty four and how to set your agency's annual goals as well. So these are kinda topical for where we are right now in the year. So if you're interested in checking out our podcast series, I highly recommend it and I just popped a link in the chat. Hopefully, I'm not cursed for all links today. But, carrying on with this idea of, you know, timely timely feedback for entering twenty twenty four. Our very own co founder, Peter, wrote an article for entrepreneur about the five ways to not lose all your money and your clients in the new year. And many of you have seen our state of agency operations report and it did find that a lot of agencies are very vulnerable in this first part of the year. Seventy five percent of agencies lose clients more than a quarter of them, lost some of their staff, all in the first half of the year. So if you wanna know some lessons about how to set your team up for success in twenty twenty four. I definitely suggest checking out, Peter's article and entrepreneur about just that. And once again, I will pop a link to that article in the chat if you'd like some bedtime reading. And then very naturally piggybacking off of that article. Really, the inspiration, was driven from our state of agency operations benchmarking report. There's some pretty shocking stats in here, but we interviewed five hundred agency leaders to pull these insights that you have something to base and measure your work off of, throughout throughout the year. So you can kind of see how you're working alongside some of these benchmarks across the industry. So once again, I definitely recommend taking a read there's lots of amazing insights in here, and we spoke to to you guys one on one on the floor to aggregate all these exciting, benchmarks and numbers. So if you'd like to get your own copy of the agency operations benchmarking report, I've popped a link in the chat as well. And then last but not least, we do also, really appreciate Nicole, who's one of our partners who has created the teamwork user group, and she organizes events where the group comes together and talks about how to, you know, implement new features that we launch or how to uniquely find workarounds to problems you're trying to solve with teamwork and our features. It's a great peer to peer network. I highly suggest joining it and joining in the good conversations about the industry challenges, but also about teamwork and our unique feature sets. So yep, big thanks to Nicole. There's a Slack group that Nicole has popped, in the chat as well, but I will also pop the sign up link as well if you would like to join dot teamwork dot com user group. Okay. And let get Jane and Eemer back on screen here, and we can start addressing some of your questions. Keep them coming. We have, you know, almost twenty minutes right now to dedicate to, Q and A. So I will start, I'll start with Jane, I'll start with the calendar questions, there's, there's lots about it. But, in terms of the calendar, is this view linked with Outlook? Good question. So right now, it is not. So we built this to start with Google just based on internal data that we had, and there was sway towards the number of goo Google users versus Outlook. With that being said, it's absolutely in our plans to get this into Outlook. We wanted to get this released, kind of get a feel for how people, engage with it and reacted to it. It's been incredibly positive so far. I would say that we will we will, you know, most definitely be moving on to outlook. In terms of a timeline, we don't have that right now. But keep an eye on things like the newsletter. Make sure to continue to join this session, and we'll keep you guys in the loop as we do, begin to build out the the outlook calendar. But I would say based on our success so far, I would be confident in saying that we will be moving to outlook as well. And, another one just in the topic of the calendar is the view, per project or per company. Very good question. So it is for the entire company. So the way we've built calendar is that it sits in the home area, which is kind of above a project level. So it pulls tasks that are assigned to, we'll say, my view. I'm in my home area. It pulls all of the tasks assigned to me across the entire, teamwork account. So regardless of the project or task list that it sits in, if it's assigned to me, I'll see it in the my calendar review. And that was really important when we were building this out because we want to give, particularly, like, we were saying those individual contributors one place to understand what their working day looks like? What tasks do I have due today? What tasks are late that I need to finish out today? What do I have on tomorrow that I need to get started on today? What client meetings do I have? And really getting an understanding of all of those moving parts in one place. So we were very sure to pull all of those tasks from across the entire account. Into the calendar. And then like we said, that kind of continuation of being able to create those time blocks and log the time against those time blocks in a single click just to try pull all of those pieces of the puzzle into one view, and make it as easy as possible. Awesome. We'll jump to Emer now. There's lots of excitement about the resource scheduler, And, they're curious if this is available on certain plans or all plans. Yeah. Great question. Thanks, Janelle. This resource scheduler is available on grow and scale. On the grow plan, you get the projects tab. And then on scale, you get the projects and people tab along with the insights there. We do have tentative resources on our tentative projects, excuse me, on the prod on the grow plan with then unlimited tentative projects on the scale plan. So there is a flavor on it across both plans with ultimately all of the functionality is sitting on scale. Great. Back to Jane, is the updated task panel coming to table view as well, will the tasks overlay panel be more consistent between those three views of list board and table? Yes. Absolutely. Really good point. So that new task details panel is going to be replacing every task details panel that we have in the product So you'll have that one view across the board. And it's worth calling out as well that for us to do that, there's certain things that we have to make sure we're in the panel. So for example, file integrations is a huge one that we know you all depend really heavily on. We had to make sure that the functionality that we have in the panel might is what we have in the panel today, and goes a step further. It makes it easier for you to use those things in the panel and see those things in the panel that you have today. So it will be rolling out everywhere. So you'll have that single panel, same functionality, and we will have things like those file integrations. Obviously, all of the time routing features, there'll be improvements to viewing and accessing your comments. Like we said, the activity is gonna be a part of this. So it's going to be a a soup dump version of the existing panel, and it will be rolled out everywhere. Wonderful. Nice consistent experience. Yes. Exactly. I think I saw Matthew in the chat. We've spoken before about the importance of consistencies. Like, one that he's excited with. Okay. Jumping to Eemer and, question about a report, where is the best time to compare estimated time and log time. Is it a report? Is it downloadable? Yeah. So this can be done in a in a call of places we have are obviously dedicated new estimated versus log time report, which is quite a simplified report that's straight to the point use your estimated versus logged against your users. And then in custom reporting, for example, you could build out a more robust report you could include a number of factors if you just to slice it by project or user, and then, of course, the overview without coming to the planning tab that will also have your estimated versus logged. One thing to call it with the custom reporting is that these can be scheduled will it on scale as well. So you can automate that process. If it's a weekly report that you wanted to build, you can then have that into your inbox in whatever format and frequency you wish. So there's a couple of different places. So I think with the importance of time and teamwork, we are trying to surface this in a number of different areas and make it more visual and more accessible to to really understand on a day to day basis. Yeah. I know it's one people ask a lot about, so, excited to get that that new report out. Okay, we'll pop it back to Jane. Is there a way to turn on the new task view for only certain people or do you have to enable for the entire company? In the past, it was for everyone and caused a bit of chaos. Very good question. So we will continue to roll out the new list view. And how you access it is that there is a toggle available to your account if you're a part of the early access or if you have received the new list view already. So you will be able to toggle it on or off. Previously, for releases, we toggle it on by default for the company, and each individual user then had the autonomy to toggle it off for themselves. If needed. What we're gonna be doing for releasing going forward, and that will be starting on Monday, is that we're going to default that toggle off So everybody in the company will have access to the new list view, but it will be at the discretion of each individual user to turn it on. The reason we did that is we don't want to be disruptive of people's work days. You know, you're you're in the throws of something. You're in the middle of a task. We don't want to change things on you while you're busy working. So we are going to make the toggle available to each individual user, and they'll have the ability to turn it on and off then. We will in the next couple of weeks and months be communicating kind of dates for retiring the old teamwork, getting everybody into the new, making sure that it's, performing the way it should be and make sure that, we have everything that we need in there. We're very close to that, but up until that point, every individual user will have the ability to toggle it on and off. Great. Wonderful. Let's jump it back to EMR. There was some excitement about, time sheet approvals and time approvals. Just a question if this has been rolled out yet or the timeline expected for that? So it is currently being worked on. I believe it will be quite soon. So within the next water is sold, but it has not been rolled out just yet. Awesome. It will be on the much anticipated sign up form. So keep your eyes and ears peeled for that one. I'll I'll jump it back to to Jane, will there be any improvements to filtering, in in teamwork? Really good question, and I would say quite timely. So that is something that we are looking at at the moment. There is kind of discovery and research being done into filtering and teamwork. We have a couple of different patterns in there today to support maybe more basic filtering, so kind of quick actions, quick filtering look at tasks assigned to me or look at late tasks, that type of thing. But what we really want to do is look across the entirety of teamwork and build a consistent filters pattern that allows you to do that quick filtering, so quickly access, filters that we know people do frequently while also giving a little bit more, kind of power behind some of the filtering and create a more robust filtering experience as well. So I will track down whoever asked that question, and we can have a conversation, because that is something that we are looking at at the moment. Awesome. Jumping back to EMR, there was, some love for client view. And there's a question about any plans to filter the client by has active project, for example, or expand some of those filtering options again. Yeah. That's actually a great call out. So there's there's a couple of parts to this problem. We have found since we released client view that they need to clean up the list view itself and being able to maybe archive certain clients or delete them and make that much easier. So I think that the ask is exactly that is I just want to see the clients that have active projects. So this is something that we are looking at and how we can make that more intuitive within the list view itself, and then, of course, reflective in the filtering. So that is something that's been looked at. And then think there was a question, around client level reporting, so be able to report on all projects for your clients. This is something that we we are a absolutely looking at at the moment. We are very focused on client's view and that hierarchy within teamwork. So the next level for us is that client level reporting, which whoever asked that question, I'd love to speak to you. So, definitely more to comment that hopefully at the the later half of the year. Yeah. It'll be great to, to kind of keep clients at the top of this hierarchy, in teamwork dot com. Absolutely. Let's stay on the topic of filters. Another one for Jane, will there be an option in the future to exclude anything into my home filters. This person said it'd be helpful to exclude tags or custom fields or hide things that aren't yet quite actionable. Mhmm. Yeah. Absolutely. Great question. That is something that we're hearing more and more of, and is in our plans. So my work is an area we want to give a little bit more love to this year as well. There's some fantastic designs for some really cool improvements to the my work area. And that will be one of them is getting a little bit more, into the weeds and the type of filtering that people want to do excluding subtasks, excluding, like we said, tags, you know, being able to view and not view completed tasks, things like that that will make it a bit more powerful. So my work is definitely an area that's going to be getting a little bit of love this here as well. Great. Jane Wells, we'll stay with you. I think the last question for us today, will there still only be one board available per project? So with the first release of the new boards UI and the workflows, yes, will be the answer. So you'll have your project level workflow or set of of columns, and there will only be one at a project level for that first release. It is very much on our kind of will say post v one plans to be able to view multiple workflows within a single project. And to be able to even at that site level, maybe combine different workflows, to get visibility across more than one at the site level. So for the first iteration of release, which we'll be looking at, hopefully, early next quarter, the early access maybe earlier in in q two, we will just have the the one workflow or one board within the project but it's most definitely in our plans for post MVP or for for post fee one. Wonderful. That's great. I think that rounds off our our time. I just want to First call out that, Amy did pop in a new early access sign up form. She is with teamwork as well. So trust that, that Amy Collins's name and in that form link should work. I'll I'll pop it in again and we will include it in the follow-up email. So Thanks for being patient with us, and thanks for Amy for fixing that form. But, yeah, that wraps up our time together big, big thank you to Jane and Eemer, amazing presenters, and Eemer as her first time presenting was wonderful. And I want to thank all of the PMs in the background as well from teamwork dot com that have been conversing with the attendees and helping answer their questions one off as well. And a final thank you to everyone who came and joined with, joined us for an hour today. Really appreciate you taking time out of your busy schedule. But thanks for being with tmart dot com, and we're really excited to get these amazing things out to you. So have a great rest of your day, and we will be in touch. Thank you, everyone. I'll break you to Janel for her fantastic accreditation as usual as well. Thanks. Thanks, everyone. Bye.