Product Roadmap Webinar Q3 2022

Transcript for the video 'Teamwork Q3 2022 Product Roadmap':

Hello, everyone. Welcome, welcome. As you are joining to the third quarter 2022 product roadmap webinar, we are so thrilled to have you hear from all of us the teamwork. Welcome We're going to get started in just a couple of minutes now. We've got a ton of folks joining as we speak. But in the meantime, just to get you acquainted with how things are going to go, there is a questions panel on the side there for part of your GoToWebinar. And that's where we would love your questions, your input, your feedback, your excitement. But just to get you all started there and to get us accustomed to it, let us know where you're calling in from. Where in the world are you? Teamwork we've got teamwork users all across the globe, so let us know where you are. We got some from Chicago. Alison I lived in Chicago for the last two years. Actually love Chicago. Miami that sounds hot this time of year. Folks from Florida, we get them NYC. That's where I currently am. Hey, neighbor. We got Nashville, we got California, we got the Philippines. Wow, that is phenomenal. Thank you for joining us. So late in your day today or actually maybe early in your day. We've got Cleveland, Ohio, Boston, Texas, Atlanta. Wow oh, folks from the UK actually got quite a few folks calling in from the UK it looks like, oh, we got them. Ontario, Niagara on the Lake. I we've got a few folks from Toronto on the back end and Kitchener answering questions. I actually recently lived there too, and I agree on the lake is a beautiful, good wine country, surprising wine country. Didn't know there was wine country there. That's great. All right. Again, folks, as you're joining in, use that questions, panel. Let us know where you're calling in from. We're going to get started in just one more minute here as folks trail in. We've got a steady stream of folks joining. So use that questions, panel. Let us know where you're calling in from today. We've got a bunch of people from California and New Jersey. Hot and humid. Yeah, Tara, it is. I'm in New York right now. It is hot. We got a lot of Southern California, some b.s., the more Canadian folks from Greece. Welcome, really all over the place. Washington, d.c., Los cabos, Mexico, welcome. Welcome, Poland. Fantastic so again, as you are joining in, we're going to be using that questions panel to ask any questions you've got. Share your excitement, your frustration, your enthusiasm, whatever it is as we go. So to get us familiar with it, let us know where you're calling in from. OK so we are two minutes past the hour. So are we going to kick off here? Welcome again to teamtalk's product roadmap webinar. We do this one supporter letting all of the great stuff that came out in the last three months. The team has worked really hard on shipping and then all of the good stuff that's to come in the next three months and then a little sneak peek of what's beyond. So welcome. It is the middle of the summer. We got some great stuff from you, from us to. But before we dive into it, just want to introduce myself and then your other two hosts. So my name is Didi Hennessy and I run product marketing here at teamwork. And Marci, I will pass it over to you and introduce yourself. Great stuff. Thanks, So hello, everybody. My name is Marsha Mahoney. I'm the head of product here at teamwork, and I look after our product strategy and product direction. So looking forward to telling you about all the good stuff we've got in the works today and Robin Wright introducing yourself. Yeah perfect. Thanks hi, everyone. My name is Robin O'Sullivan. I'm a group product manager here at teamwork. And most, like Marcy, look forward to telling you our showing you what's upcoming for us and what we released over the last quarter. Some really good stuff to show you this quarter. All right. Fantastic just briefly, we always take off with this because it truly is the mission statement that drives teamwork over teamwork. Our mission is to make client services teams everywhere efficient, organized, profitable and happy. We serve all sorts of people. Our customers come from all sorts of industries that are speciality, are folks who do client work. And so you'll see in the products that we've been working on developing those bold pink words right there are really the are what we rally around in terms of what we're developing and make sure that really in all of those ways and those four different words that we're able to give you the tools you need in order to get there. Just a little bit of background for those new to teamwork. We were founded in 2007 and our co-founders were based in Cork over in Ireland. And our co-founders, Dan and peter, actually ran an agency for years and they built teamwork because they have these needs for their client work that they couldn't find a good solution to. And so we've taken on some great investment lately. We've got tons of customers worldwide. So again, we're really sort of our founders, our story and what we're driving to is really about helping out folks who do client work. But of course, we've got a whole bunch of customers across the different industries as well. All right. So diving in our agenda for today, we're going to talk about the features that were recently released in the last order in the last three months. We're going to tell you what's coming up in this quarter, in the third quarter of the year. So all the features that are currently being released or a few weeks out or a couple of months out and then give you a sneak peek into the end of the year and maybe some stuff that's even coming at the beginning of 2023. Then we will share some stuff that's going on across not just in the product, but across teamwork or those of you who have interest in those things. And then we'll do a Q&A. So here's how this is going to go today. You can see and hopefully you are coming in and letting us know where you're calling in from today. But you can see over in your GoToWebinar panel, there should be something. This is questions. And please use this as we're going through to ask any questions to say Hello to raise a hand. If you want to join a theta for any of our upcoming features to ask if we've got something coming up on the roadmap that you want to see. Whatever you've got, we want to hear it. We've got a great group of folks from the product team and our customer success teams themselves on the back end who will be answering as many questions as they can get to on the back end. We'll also do the Q&A at the end. A chance to answer everyone's questions because there are a lot of you and many fewer of us, but we'll do our very best. And what we always do at the end of this is we grab all of those questions, all that feedback, all those requests, and it goes straight to our product team. So what you put in today is going directly to team works, product team. It will influence our future product roadmap. So please do feel free to share everything and anything in our questions panel over there. OK I'm going to shut up now and pass it over to Marci and Robin to actually start talking about what has come out in the last few months. Excellent stuff. Thanks, Stevie. So to get us going, I'm going to talk about all the good stuff that we've recently put out into the product. So if you'd like to click on there, please. OK so we touched on this in our last webinar, but I wanted to give us call it out again. So earlier this year we, we released a whole new user interface for teamwork and we're super excited about this. It's been getting fantastic uptake and adoption and really good feedback. So we did a huge piece of research on how people use teamwork and we ended up completely streamlining the user interface based on the most important jobs are tasks that people do in teamwork. So really it was about putting what you needed most at your fingertips to help you get done, get more done more easily and faster. And teamwork. That's it. We didn't have all the answers when we released it initially. And really the big thing that came back after we put this out was that people wanted more personalization. They wanted the ability to actually pin certain key navigation items to the primary navigation on the left hand side. And so we've done that. You ask them, we delivered. And so now you can actually go in and you can pin the things that you want to the primary navigation to really personalize the user interface for who you want to work in, teamwork and lots of other feedback coming in too. But that was the Biggie. So now if you haven't switched over already, I would really encourage you to take a look at it. Those that have switched over swear they'll never go back and it's like a whole new teamwork for them. They're getting more done more easily and quicker. So we're delighted with how it's going. And this is something we're hoping that everybody will have taken up fully in the next couple of months. So that's the new user interface. And so you'll see that moving through each of the new things that we're talking about here today. So if you click on there, please, the next thing that's coming to a teamwork account near you over the next really over this quarter is inbox. So one of the challenges that we hear a lot about is that because people manage so much work in teamwork, it can be quite challenging to stay on top of everything, particularly the amount of notifications that you might get in email or even on the notifications bell in teamwork itself. So we thought long and hard about this, and we have put a lot of effort into creating a whole new inbox, which is one place really to stay up to date on the most important communications for you and teamwork. So what's different and better about the inbox is that ultimately it's actually personalized specifically to the notifications, messages and communications that are just for you, essentially. So unlike notifications, which is a stream of notifications, but everything that can happen in teamwork, even if it's more peripheral, the inbox are the communications just for you, so it's much more personalized. Also, what's great about it is that it's designed like a classic inbox experience where you have a list and a preview pane, which makes it much easier to actually batch process large volumes of communications in one sitting. So a lot of people would have spoken about, well, when I click on a notification, it takes me out of context. I jump away and I have to come back. Inbox is great because you can actually process all of the communications and notifications in one place and you can click up and down through them. So really it's that one place to stay up to date and it's that one place to get on top of everything that you need to stay up to date for the work that you manage and teamwork. So we've rolled out about maybe 20 odd of customers right now, and we're just managing some of the initial feedback. So expect to see this come to the My work section of your teamwork account over the next couple of weeks. And that's. So moving on from inbox and as part of our strategy to make the core of teamwork more powerful and more user friendly and to help you be more ultimately more productive and efficient. We've been consistently improving table view over the last probably over the last year or two, to be honest. So at least two continues to be probably the workhorse of teamwork. It's the it's the list or task view that people use most heavily. But that's kind of King and position is being challenged by table view it's getting more and more adoption and we're very much focused on bringing all the power of list view to Table View. And that coupled with the flexibility and customization, a table view is making it better all the time. So over the last quarter, really what we were doing is listening carefully to the feedback that you give us and then also looking at what are the most important things in list view that we want to empower in table. So you see there a list of them. I'll talk to them a little bit more detail. So if you click on please did. So firstly you'll see that we have massively improved the filters and table. So one of the bits of feedback we get is yeah, tab is great and I can start by column and I can bring in fields and it has a lot of flexibility, but the filters, simply don't have the power of list view. So we put a big focus on bringing the power of the filters that are currently in list view, but actually with an improved user experience. So you'll see on screen and the filters in table view now really are comparable to what you see in list view. So it's easy to choose and display a subset of data. It makes it easier to actually really hone in on the data set that you want to see. You can save those filters easily for future use and actually something that's helped us with this as well is that my work section, which is similar. Now the table view in there is very similar to the one here that's getting more and more use. So we're actually bringing this type of advanced filtering to the My work section, which hopefully should find its way into your account next week. So watch, watch out for that because that's going to bring the full power of table view and the improved filters to the My work section as well. So we're very excited about that. So that's the filters aspect. Then moving on to custom fields. So one of the key benefits of the table view is how you can personalize or customize it to the view that you want and your workflow or way of working. So obviously any, any accounts with table view can choose the columns of the fields that they want to see in the order in which you want to see those. And it's great to be able to start a large data set based on a column heading, but obviously it's even more powerful if you can combine that with custom fields for a really custom workflow. So we've had a number of custom fields in the product for the last while, but there was a lot of clamor and feedback for even more for particular ones. So this last quarter we've added the two most requested additional costs and field types. So the first one was a data type custom field. So that's in there. Now, when you're actually creating your custom fields and we added a status custom field, which is a way for you to have your own custom status on tasks, you know, and simple example of that, you might want to have a health on tasks like red, amber, green or any other conceivable that you want. So rather than just having done or not done, when you tick off the task, if you have a custom workflow around the sorts of things, you can now put a custom field there for managing that. And we've two more in the works. Hopefully they'll be out in the next week or two. So we're adding in a checkbox custom field and a URL close to the field. So you see a continuous improvement to the number of custom fields that we have in the product over the next couple of months. And ultimately, we want to get to a place where really there's a gallery of the most valuable customer fields there, and you can easily just pick from those to customize exactly for the workflow that you want. So that's the custom field side of things. So it's the combination of all of those things that we feel are really bringing a lot more power to Table View. The last key improvement that we've made in this area over the last quarter is the new task details, right? So task details is probably the most heavily used thing in the whole team work really up there with list view and it's way when you see the task details, whether it's on a full screen task view or in the slide out the task details, it's really the workhorse essentially where you go to actually see the full information on the task. So we've been, I suppose, getting feedback on that for a number of years now that people probably wanted to reorganize the redesigned on the things that they do most frequently. So now if you look in table, you'll see there's a whole new task details. It's very streamlined and it's very much optimized to work with table view right now in the sense that it's easy to actually see stuff in line. You can. You tab between different tasks without ever leaving the slide out. It's much more user friendly and the key thing is you've less context switching. So actually if you're working your way down through a list of tasks, you can keep that slide out there all the time. And it's really easy to work in context. And generally, the feedback from users is it's actually easier to get more done in this fashion. So we're very excited about this. We've rolled this out to everyone on table, you know, which really complements it and makes it much more powerful. And our plan is to ultimately bring this improved task. Details feature to list view over the next couple of months. So watch this space. You start to see this appear everywhere. The improved task details, which we feel combined with the other improvements that we've made make with the new interface and all the improvements we make in there around the core of the list, views will dramatically really improve the usability of teamwork and just make it easier to get more done. So that's task details and that's out there for everyone. No on table view and coming to list view near you very soon. So I pass over the robber now. So, robin, you're up. Thanks, master. Yeah, a lot of good stuff there. So the first update I have is really about the budgeting home that we released kind of starting in mid-may. We started rolling it out. So previously in terms of budgeting, it was kind of hemmed in and it was kind of shoehorned into the dashboard. And one of the things we wanted to do in terms of our mission of making you more efficient, more organized, you want to be able to see the results of that and manage your budgets in that efficient and organized way. So in talking to a lot of customers and in doing our own research, we realized that if we really wanted to iterate on our budgeting solutions, we needed a home for it to give it space to grow. So that's what we've done. So you'll see a new finance tab, and on that finance tab, then you've got your new budgeting home. It's got a couple of components. Obviously, it's got the project profitability where you can see the profitability of your project at a glance. And it's also got the ability to put budget expenses against your budget. So we don't just focus on the time aspect of the budget or the financial aspect of the budget. We, based on our conversation with you, are very aware that there are other costs associated with the budget and the budget expenses, a way of capturing that. So really having those components on the budget at home just gives a much better and more accurate budgeting experience and again gives us room to continue to grow as we iterate on this solution. It's really valuable. The feedback has been really positive. So far, so we're very excited and we're going to continue to work in this area as we look to expand our budgeting solution, to make you guys more efficient, more organized and hopefully happy and profitable. But you move on there, D D so I wanted to call out the desk, the big desk release from the last quarter, which is live chat. So, you know, this has been a big undertaking by Joanne and the desk team over the last couple of quarters to get this out and we're delighted to have it out there for our desk customers. So really, you know, having that live chat ability, Ah, having that live chat solution allows you to have fast resolution times and you hopefully have happier clients. We can put it on your website, it can be front facing on your website. And if you don't resolve the issue in the chat, which I'm sure we've all experienced at one time or another on the live chat screen, you can automatically create a ticket from that live chat. So that the conversation can continue on the ticket if it takes a little longer than something that can be resolved in a live chat. So really powerful solution and desk. We're delighted to have it out. The feedback so far has been very positive. If you do have any feedback, please please pass it on to us. We're currently looking for that but well done joining the team for getting that they would really big, big solution out there no one desk for the last quarter. Would you go on. I think I'm still coming soon. Yeah so on. Once more. So we wanted to talk about some of the issues or some of the solutions that we have coming soon. Some of them almost made it into the recent release, but not quite. So we'll go through a few of them now that we may have mentioned. Previously on webinars. The first one to talk about is the Slack automation. So previously this year we've released the HubSpot automation. And what the HubSpot automation did was when a deal in the HubSpot CRM got to a specific stage, a project can automatically be created, and you could set up that automation to run repeatedly. So really powerful. And again, we've seen really good adoption and engagement on that. So we're continuing to mine that theme and we're looking at a Slack automation now. So essentially what you'll be able to do is automate those Slack notifications to ensure that everyone gets the appropriate updates in the appropriate channel in Slack. And that's the key really, that you can select the channel to a specific project update. It can go to that specific project channel. If it's a specific task update, it can go to that specific user or that specific team's channel. So really powerful, making sure that no one drops the ball and makes sure that communication is always updated, making sure that everyone's always aligned and on the same page. So really excited to get that over the near future. Essentially, we're hoping it's with Slack at the moment. We're hoping in the next couple of weeks, you'll see that start to be rolled out. You move on there, Dee. Custom reporting. So this is one of the big ones that actually delayed it to be able to tell you that actually we are pretty much finished in our way. We're custom reporting and we should be starting to roll this out next week. So obviously we've put a lot of time into our reports over the last year. If you talk about the private health report, the profitability report plan versus actual all those reports and they're all really valuable. And we've seen good news and got good feedback on it. But as you all know, there's a lot of data and teamwork. And essentially on top of what Marty talked about with the custom fields, there's a lot of customer specific data and teamwork that maybe aren't captured by the generic fields that we set up. Custom reporting will allow you to slice and dice that data and look at the data and generate report that you want based on the data that's important to you. So that's really, really important that unlock the power of the data that we have in team. I can give you that ability to really hone in on the business metrics and the data that's important to you to make and inform those decisions that hopefully continue to lead to a successful business outcome for you. So again, you'll build those reports based on your project, your users, your tasks or your milestones. You'll easily be able to track and see that your work is on track. You'll understand your productivity in a much better, much easier fashion, and it's easy to keep your clients updated. You can do a specific client report, for example, based on the data that's important to the client, and generate that report, save that as a template. And then you have that every week or every month to generate and send to the client. So really powerful. We're super excited about this one. And as I said, it's essentially done. We should be starting to see the roll out of that next week. So we can't wait to get your feedback on it and see what everyone thinks of it. We do plan on iterating on this and continuing to iterate on it. It's something that a lot of you have requested and we want to make sure that we're giving you what you want and that custom reporting capability we would expect to grow and grow and grow over the coming quarters. Do you move on completely? So going back to budgeting, as I talked about earlier, obviously we released the boys at home, which included the project profitability and the expenses. One of the other ones that we now and it's close to being released is this budgets. So again, when we were talking to customers, you know, we got a lot of good positive feedback on our budgeting capability, but they wanted more, more control and more insight. And doing that by having more control over what's happening at a kind of a departmental or a siloed level. So we've come up with past budgets to do that. And what that allow you to do is to manage your budget at that highest level, say whether it's a design level or an engineering level or support level, and that will give you greater control and earlier insight into your financial performance. So you track your budget at a much more granular level. You can identify where problems are much earlier and obviously if you identify problems, you can then take steps to remedy those problems. You can see what's working and what's not working, and then that filters through the rest of the budget. So you can constantly course correct as you go through your project, constantly course correct and that budget to make sure you're hitting your financial targets, make sure you're hitting your financial goals and ultimately being profitable on your client engagements. So as I said, that's currently in kua, we expect to see that start to roll out over the next couple of weeks. And again, we're super excited to see this coming out. I a couple of or some of you on the webinar have probably heard me mention this before. So it's, it's within touching distance, so we can't wait to get it out the door. You were born again, OK it's a scheduled reporting. So what is schedule reporting? What allows you to automate the delivery of your team or reports if whenever you like? So you might have your report set up and you might say, I want to send it to the CEO or the agency owner or certain stakeholders at 9:00 on Monday morning with the previous week's report. So it just makes you a little bit more efficient, a little bit more organized in terms of generating those reports, sending those reports out and making sure everyone's aligned and on the same page as to what's going on. And again, if you combine that with the ability to have these custom reports, you could send these directly to your customers or the stakeholders involved in the client engagement. So really, if we go back to that mission statement, as he said, those words in pink, we ought to make it more efficient, more organized. And really, this is making it more efficient, more organized and is saving you time on your daily and your weekly and your monthly reporting needs. And as we all know, time is money. So hopefully, that leads to being a bit more profitable as well. So again, custom reporting, as I said, will start to roll out next week, schedule report that goes into QA pretty much immediately after that. So we should see that hopefully within the next two to four weeks start to be rolled out as well. But you move on there. PTT the timesheet solution. Perfect Yeah. So some of you may have heard me talk about this before. So essentially, based on what we learned from our data and from talking to customers, what we find is that the majority of our customers that use our time tracking don't log the task as they go through it. They wait until the end of the day or they wait until the end of the week to bulk log their time. So I might trade Thursday, I might go in at 5:00 on Thursday and log on my time for Thursday. I might go in on Friday, log all my time for the week. The UX around doing that and teamwork at the moment isn't great. It's something that we are very conscious of, which is why we've developed this timesheet solution. This is in engineering at the moment, and this will just make it really easier and give a much better user experience and a much quicker user experience. In terms of logging time, as we said at the end of the day or at the end of the week, it's going to be easier and quicker, which is exactly what we're going for. It's all to give you a nice visual of your week as you look at it, depending on the time frame you're looking at. So you'll be easily able to identify those gaps. And hopefully that will kind of allow you to easily fill those gaps to make sure your timesheet is as populated as possible. Because we also appreciate that that's one of the bits of feedback we get on this, is that we want to make sure that our guys log time in a timely way as fast as possible. So this visual cue of whether the gap here on chooser, there's a gap here on Wednesday when they're filling out their timesheet, we hope would prompt them to fill out the timesheet, to make it as complete as possible so that you can be sure that your time is logged correctly and you're billing your clients correctly. So the first one that's going to come out, that's going to roll out and we're aiming to have that out this quarter is the personal time sheet would follow on then with a company timesheet following that where you'll be able to look at it in a kind of broader level across teams and across other resources in the company. Did you move on there, please? Super so in tandem with the timesheets, right. One of the things we heard loud and clear from our customers is that our time reporting was not up to the level that people wanted to understand what was going on in their business. So one of the big things we wanted to do was put a new time report to give you a much, much deeper and more insightful view of what's going on across your organization in terms of your engagement with clients, in terms of certain teams and certain projects, in terms of how much your billing and how much or how much is billable, how much is not available, how much your time is spending, all that kind of stuff. So we want you to easy group of view, your time data across those vectors of projects, clients, task and users. And we hope that this is going to allow you to ensure that your billable goals are met. When we talk to a lot of customers, we hear that they have a ratio in their organization of, say, 72 billable to 39 billable. And at that time, report is kind of focusing on allowing you to easily see what those ratios, if those targets are being met or by spending too much non-visible time, in which case I'm not making generating the revenue I should be giving you. That insight allows you then to, as I said earlier with the task is budget allows you to course correct. So again, it's about giving you that visibility, giving you that insight to make those better business decisions, to generate that revenue and hopefully making sure you're profitable. Which again, goes back to our mission statement. So this at the moment is in engineering. So again, we're going to be rolling this out this quarter. We're super excited by it. I think it's going to be really powerful. So yeah, you'll see more communication than this as we get closer to releasing it to the growing scale plans. You move on now. Please delete. The big one. Retainers so again, based on a lot of conversations with customers and a lot of research. We found that a number of our customers, like a huge portion of our customers, use retainers for the ongoing client relationships. And I think it's fair to say that the market hasn't really had a really strong retainer offering up to this point. It's a huge part of a lot of our customers' business. Like we hear we routinely hear upwards of 60, 70% of work is retainer based. And yet there's nothing specific that allows you to manage that retainer and allows you to report on those retainers and get a picture of what's going on across your business. So the retainer solution is on its way. We're looking to release iteration one this quarter, and that's to help manage those ongoing client engagements. Now, iteration one will focus on the recurring nature of the retainer. So based on our research, we hear monthly and quarterly retainers being the most common. And one of the main problems we're trying to solve with iteration one would be managing the over underspend on those retainer periods. So if I have a retainer and it's $1,000 or 1,000 a month, and what happens if I only spend 500 of that? What happens with that underspend? Or what happens if I actually go and spend 2000 when I should have wanted one when I was only expected? Spend 1,000. So how do we manage that over underspend? Because based on our research, that's a hugely manual process that causes a lot of heartache at the end of those retainer periods for our clients. So we're looking to solve that problem with retainers. We are super excited. We've got a lot of plans in this area because it is such an important part of so many of our customers workflows in so many of their businesses and revenue generation. So this is iteration one. We have big plans to go forward. We will be obviously coming back to customers looking for feedback as we go further down the line of retainers and iterating on that solution. But keep your eyes out for iteration one. We do plan on rolling that out this quarter. We're super excited by it. Did you move on there, please? Did he? And I think at that point, I think I'm heading back to Marseilles and Marseille. Take you to some of the more higher level things we've got planned. That's thanks, Robin. So lots of good stuff in store there and a lot of it coming very soon, which is very exciting. So I'm going to talk a little bit now about what's coming a little later this year. So obviously we have a jam packed Q3 coming up with lots of goodies in prospect, but we wanted to just give you a sense of what's in store a little later in the year. So if you can move on there, please. Thanks so this is a Biggie for us, really. We get a lot of feedback about how heavily people use boards at a project level for, I suppose, working kind of a Kanban or an agile style workflow. And that works very well today at a single project level. But the big feedback we have really is that people want to have a standardised, shared, agile workflow across projects, and now you can do this with the my boards feature today. But we, we, we, we have something better in prospect. So we're working really on a new cross project board view which will get released later this year. And ultimately that lets you have a shared agile workflow across multiple projects. And then that will also enable us to actually have better automation across those, those shared board views. And ultimately where we want to get to this is to add in the key elements of better agile project management to teamwork. So obviously we're not trying to turn it into an all singing, all dancing agile tool, but a lot of we see from the feedback that more and more teams are actually kind of using a live version of agile for how they work. It's just becoming more popular really from a project management perspective. So ultimately we think we're the leaders is probably supporting things like basic sprints, management and story points. So key thing really initially I think is people are looking for that cross projects, shared board view and then that lets us do a lot more thereafter. The other thing that I suppose is in prospect with this actually, and it's related to the new client view that we're working on too is so you probably wouldn't notice this necessarily, but under the hood we're actually changing the front end technology, a teamwork to make it faster. And what that actually means is that we'll be able to build better product faster for the whole user base and you start to just notice that really kind of find its way into the product over the next couple of months and it should improve the performance considerably as well. So we have those big projects with lots of tasks and tasks, lists a lot of complexity baked into to your project work. You'll notice teamwork become faster and faster and we've been using it a lot ourselves. Internally, it's blazing fast. So watch this space in terms of the performance and speed of the product getting better overall. And the other thing that's related to this that we're quite excited about, I suppose, is that more and more of you have been telling us that you have this lifecycle for actually managing your client work and that you look at your, your, I suppose your projects and your client work based on the client more and more. So ultimately, we're going to bring out a view in teamwork that actually lets you manage your work for your clients based on the client themselves. So you'll see here just kind of an early design for the clients. Actually, there'll be a client section. Now this, this is customizable. It's not visible for those that it isn't relevant to, but this is building on the company's concept. So these are like client companies and teamwork, and it will give you centimeter view to look at your work by client. And what's really exciting about that then, is that all the other good stuff that Robin's been talking about, you can actually then make it more easy to actually view an individual client based on things like budgets, retainers, even deals that you're working on in them time, communications, files, projects, you name it, anything essentially that you do as part of managing the client work lifecycle from quote cache, really from getting the customer, planning the work, delivering the work, collaborating with the client and the work, all that will become possible in this new view. And so it's, I suppose, pulling together a lot of the good stuff that we've been talking about here this last while I'm into a new view that makes it easier for you to actually manage that based not just on a project, but based on the client. And so you can look across all the projects that you deliver for a particular client, you can look at all the budgets, all the financials, you name it. Anything that you do that makes sense to look at by client will ultimately look to bring that into the product in time. So we're very excited about this. It's probably a little later this year, but time it points way into your hands. We think it's going to transform teamwork in terms of managing client work. So I. I'll pass over to Robin now to talk about a number of the other things that are common related to this as well. Yeah thanks, Marcy. So one thing we're working on in the background that won't be there, but in this quarter, but we do hope to start rolling it out in the second half of the year is a 2 way calendar sync. So I think we're acutely aware that you all probably use maybe an outlook calendar or a Google Calendar and you might have meetings in that, you might have events in that, and you've probably got two screens open if you're looking at your calendar here and you're looking at teamwork. So if we go back to something like timesheets or if we think about something like the my work area of teamwork, it would be really valuable for our customers, for you guys to have that ability to have the Google Calendar or the outlook calendar, whichever calendar use, show up there so you can get a full view of your week or your month to your day. In terms of all the events, the meetings, the tasks you have to do. So we're working on that two way calendar thing now. And the first step of that is going to be a two way calendar sync with the Google Calendar. So the integration team is working on that at the moment. We hope to have the bulk of the technical work done by the end of this quarter. And then it will be a case of putting it into the application hopefully at some point in Q4 in those different areas. So you can get a full view without having to have two screens open of what's going on with your time in a certain time period. So we're super excited by that. And as I said, we are acutely aware that that's a pain point. So we are looking to resolve that. Second one, there is advance timesheets. So I talked a little bit about that. Well, as I said, iteration one of timesheets is going to be personal timesheets. So allowing your individual users to easily log their time, the advanced timesheets then will have the option to have a company timesheet. So if you're a manager of a team or if you're a project manager, you can come in and see, well, How's our team? Have they logged all their time where the gaps are, etc., etc.? So again, just going back to making sure that time has been logged in a timely fashion, excuse the pun, and that you can see and get visibility across that so that you're logging the time, you're billing your clients in a timely fashion, and you can understand what's going on with your team and where they are spending their time. So advanced timesheets following on from the personal timesheets will be the company timesheets. So just to call out, I have mentioned the word time a lot. We have actually spun up an individual, a new time team. We're so focused on time at the moment. We've got a full team now working on time based solutions. So we are taking it very seriously. And you can expect not just after our company timesheets, you can expect to see us rolling on the time front for quarters to come. Next on there is proofreading. Proofreading is something that we are working on at the moment. We've done a little bit of research and we're kind of in the design phase at the moment and it's really interesting to me. I probably hadn't been that aware of how important proofreading was until I started really digging into the research. And I always remember the quote I got from Daka agency in Nebraska and the CEO of that told me the proofreading was the area of the business where he had this largest inefficiencies. And obviously our ears perked up with that because we want to make you more efficient and more organized. So we are working on a proofreading solution at the moment that don't have time frames on it. We would hope to see it in the second half of this year, but we think it's going to be really valuable in terms of that interaction with your clients, in terms of making sure that the Copy is all right and can the visuals there. All right. So it's really, really going to be good, we think, in terms of making it more efficient, more organized. And hopefully, as I said, we address that, that we kind of eliminate it being the most inefficient place in certain of our clients processes. Last one on that list is proposals. So again, Marcy mentioned from quote to cash. So where does that quote come from? That comes from a proposal. So if you sell things working on it, they might want to send a proposal to the client. There might be some back and forth. What we want to do is make that process way easier. And when the client does sign the proposal is have that come back into teamwork, automatically create the relevant project, assign the relevant tasks, set up the budget, all that stuff. We want to kind of make that as automated and an efficient process as possible because obviously there's a lot of back and forth with the client and at the moment that I imagine a lot of you get the proposal wanted sign and you go in and manually create a project. So we're working on proposals as well for the second half of the year. Again, that's probably in research at the moment, but yeah, that's going to be a big one. We think really the proofreading and the proposals are kind of really high value ones that we want to focus on. So expect to see some movement on them in H2 this year. We're super excited about both of them, so I think that's it in terms of our coming next or coming attractions or a preview. So I'm going to hand you back to Didi to see if she's got any more to share. All right. Great thank you. Thank you, robin, for sharing all of that. We're going to get into a Q&A. Thank you all for asking. So many great questions. And thank you to the team on the back end for answering them. So diligently. We'll get into Q&A in just a minute here. But before we do, I want to share some stuff that is not necessarily product specific, but that's come out from teamwork that may be of interest to all you, the folks first. Is that recently just AI guess about a month ago at this point, we had team works first ever virtual summit called bandwidth. There was a ton of great it was a great day, a half day event. We had a ton of great speakers coming, talking about everything under the sun, all of the things we've been talking about here, profitability, efficiency, organization, but also how do whether or not it's time to break up with the client or if your clients are actually the right clients for you? How do you build a team and go through and figure out what the balance is between having contractors and full time employees? Like just tons of great topics and speakers at that event. So that event you can see the link down below teamwork or backslash events bandwidth. You can find it on our website, but it is of interest. Any of those sessions are all available on demand. So just to point that out, in case you didn't get to join us for it. Another thing is that I think, as you've noticed, there are a little banners on these slides. Quite a few of these really, really cool features are being baked into both our grow and our scale plans. And so if you would like to try any of the features that go into a plan that you're not currently on, you can do so free of charge for 30 days. We want to make sure that if you want to use these features, you've actually gotten a chance to try them out, try out your team, see if it's actually something you want to use, you want to adopt. It's worth paying a little bit more for. So if you want to try any of these awesome features, particularly the ones that Robin has been talking about, feel free. Reach out to our team. We'll be sending out this as a recording afterwards. You can always just reply to that email and we'll give you other ways to get in touch from there, too. And another thing we want to shout out is we are starting to do a weekly content newsletter called the brief, where we all of the great everything from thought leadership all the way down to events we're having all the way up to what's going out and product will be captured and sent out in the brief. Mostly, though not about teamwork and mostly about the topics and the areas and the pain points that I think we all deal with, sort of drive our product roadmap and all of the good stuff we're creating here. So you can sign up for the brief if you want, that digest of related topics and thought leadership posts and good content about client work and all the things that come up with that by heading to teamwork blog. And then last but certainly not least, I always want to shout out our Success Center where we've got all sorts of different ways and different mediums for how you can get folks up and running with teamwork. So it's always nice to get a refresher, even if you've been using teamwork for years. But it also is nice if you have new folks joining your team, even your clients, if you've got them in there with you and teamwork. We've got webinars to watch, we've got activities to do, we've got docs to read, so it's all in one place. So again, right on our website, underneath that resource is tab, which is where a lot of the stuff lies. The Success Center always want to flag that. We've got monthly webinars that we do as well live where you can ask questions. And then, as Marcy mentioned right at the beginning, we've got this incredible new teamwork look and layout and with a whole new side navigation panel. And it's just a really great, fresh, new look and feel. And you have the option to toggle it on and try it. Right now, when you sign into teamwork, you'll see a little button at the top of your screen saying, try the new, new look of teamwork. You can always switch back. At a certain point, we will probably be we will definitely, I should say, be moving everyone over into the new look. But you can certainly try it out now and we highly encourage that you do. So just to get a good feel for what it looks like. And it is now time for a Q&A. So again, if you have more questions, please throw them into that chat panel. We've been grabbing some of them as we've been going here. I'm just going to take a look now and lob some over to Masi and Robin. OK so a few questions here. So a couple for I think for you, Robin. One is about the task list budgets or really budgets in general. So the question is, will task list budgets only show progress against the budget or will it show forecasted burn rates to predict if the project will finish on budget if the burn rate continues? At the moment it'll be option a, but whoever that questioner is kind of reading our minds about where we want to take it. So we want it to be we want to get that burn rate in there at some point in iteration. So you can show are you on track? And if you continue at this pace, where will your budget end up? So that's exactly where we want to go with it in future iterations. As I said, the first iteration won't have that, but that is something that's on our radar and that's pretty much exactly where we want to go and we think that will be really valuable. Fantastic all right. Another one for you, I think, Robyn, about the timesheets and all that time tracking, will this new timesheet solution have a review or approval process or a long time for changes after the time she is approved? OK so again, for iteration one, it will not. But as I said, we actually it's up there on my wall, like she says, timesheet approval. If that is on her roadmap, it is something that we're very conscious of. It won't be there for iteration one, but we do want to give in the future, the ability to, as you said, have a review, an approval process and lock them once they're done. That's definitely on our radar. It's definitely On My wall. So we won't be there for the duration one. But you can expect to see that in our time solution. Again, we have that team team working totally on the time stuff now. So you should hope we hope that you'll see those time enhancements as the time solutions start to roll out in a much quicker fashion. But that is in our roadmap but actually is building on that. Sorry, this is probably a good point as well. Just too like for a lot of the newer stuff that you see here, what's critical is we try and get the most lean and most valuable thing into people's hands initially so the new timesheet will cover maybe the majority use case. But then what's critical to us is to get the feedback from you guys as to how we can make it better. And that's a great example of it. Like we, we've been showing the timesheets to people and they're like, yeah, this is great. It'll give me loads, but I'm going to need the approval workflow to, you know, so that's, that's where you guys come in and giving us that feedback will be so important. Yeah, absolutely. And as I said before, this webinar and you asking these questions or putting these suggestions in the question panel. It goes straight to the product team and it informs future development. You can also always do that within teamwork. So if you're in teamwork, you're also able to add feedback or ask a question within the product itself. So if stuff comes up to you in the moment as you're using a tool, you're always be able to add it in there. OK, a few more questions. Maybe this one for you, Masi. If I switch over to the new UI, the new look of teamwork, will all of my teammates have that new look as well? Yes, that's a very good question. Right now, they don't have to we're doing this on a per user basis. So people can switch by themselves. We are considering giving an option to the administrators and the account to flip the whole account so that everybody will ultimately have the same look and feel. So that's something we're looking at and it's probably worth a look. Ultimately, we want to get everybody over to the new user interface, right? And we appreciate people who take time to adapt and to use them, but we're pretty confident it's the future teamwork. So over the next couple of months, we will be encouraging people to try it out and move people over. So and took a while to get used to it myself moving off the classic view. But no, I'd never go back. I and I love the new one. So ultimately the plan is to retire the old one. But we are conscious that we have to let the two coexist for good period of time. But in the end, we will be moving everybody over to the new user interface, which we feel is the future of teamwork. And what's maybe worth calling out with that, though? Actually, one of the reasons that people were reluctant initially maybe to move over was the degree of personalization, you know, because we streamlined it and certain things weren't on that primary navigation then. So things like the everything tab reports and planning for resource planning. So but now you can personalize it. So if you want to actually have the everything section or the report section on the primary navigation, you just go to those guys and you can pin them on there at the click of a button. So you can effectively make it your own personalized look and feel to teamwork. Now, and since we've done that, actually people are moving over in their droves. And it was a big thing at the start that people are like, yeah, but I use this a lot. I want to get at that. So I'm we're confident with those improvements that more and more people will switch over. Great another one for you, I think, Marcy. Do we have any plans or do you have any plans to add in a custom field for time and not just date? We have tasks, do it specific times of the day and it'd be fantastic for the team to sort tasks based on the time in which it's due. What about end of being a custom fielder or not? I'm not 100% sure we are actually looking at adding start and n times to task themselves, which maybe is a related thing. And that's actually related to Amazon, but with the calendar sync as well that ultimately and we're conscious because like people kind of manage work in two different ways. They kind of do, oh, I have a prioritized list of tasks and they need to work through them. Not a lot of people use what we call time locking where they're like, look, I have a meeting from 10 to 11, but actually I want to block out time to work on this task from 11:00 till 1:00 PM. So we're looking at this now whereby you can say, OK, well, actually I need to start and then time on this task as well as the start due date, whether we end up doing that as a custom field or actually a kind of a defined attribute on the task themselves, we're still working through that, but it is that's in our future. It and robin, maybe you can talk to this one. Had a few questions about integrations with Salesforce, Microsoft teams, Grammarly for proofing. Just sort of in general what the roadmap is looking down the line for our integrations. Yeah, no, that's a great question. So at the moment, the big one, as we talked about, is the calendar sync. You know, that's we think that's one of the biggest problems we can solve across the team of product with future integrations. Again, it's dependent on the feedback. So if I look at that, we have an integration with Microsoft Teams. Certainly we want to make the importing and exporting easier. So a lot of people use probably. But again, we'll continue to look at all the requests that come in and will prioritize on that based on what our customers want. Whatever third party vendors you guys are using, let us know and we'll look at them in terms of what we can do around them because we want to make sure that teamwork works well within your ecosystem, within the other applications that you use, because obviously they don't talk to each other. That's an inefficiency. And again, going back to our mission, we don't want that. So again, I just encourage everyone to give us that feedback and we'll feed that into the integrations roadmap. All right. One for you, MS is there the ability to have subtasks for the subtasks or are there just two levels by design for tasks and subtasks only? Yes so the short answer is yes, right? So in this view today, you can actually have infinite subtasks, you can have multiple levels of the subtasks, and you can do that in table view as well actually. But there probably is a little bit of a UX Gotcha whereby you can add one level of subtasks and then you have to click into the task details and you can add multiple more levels. So I think that is something we just need to look at and making it as easy in table view to have multiple levels of subtasks as you do in list view. But today, teamwork also support multiple levels of subtasks where it's actually one of the things I think we're best at compared to others. We need to look at making it a bit easier to do that. And so it entails you. OK couple for you, robin, with task list budgets coming up, we will probably use task lists more often than creating new projects in the company. Will there be more functionality within task lists? We've mentioned subtasks lists because they're a little bit limited at the time. Yeah again, kind of echoing what Marty said. We will be looking at that. We're conscious. There's a couple of things I want to add there. It is a couple of ideas we have around that and we're talking about them at the moment. But I would expect to see us looking at that area and seeing how we can improve it. It's interesting, once you have a budget on a task list or sorry, a budget on a task and tasks budgets, it does become quite a could a valuable or important object within the system. So how do we reflect that within the system? By giving maybe more functionality around that. That's something we're very conscious of and we will be looking at. Great, great, great. And then one about retainers, although I should say we're still in the war towards the beginning stages of development for this. But for retainer budgets, Robyn, will we be able to shift the over and underspend to the next month if we chose to? Yes, that's exactly that's iteration one. Essentially, that's the main point of iteration one. So as I said, if I retain it for $1,000, my client spends $2,000. What happens that whole overspend and how we manage that underspend? So you do have the ability to set that configuration up. You can bring it on to the next month or you can have some of our clients have a use it or lose it. So if they do an underspend, they lose it anyway. So there are different flavors of that, but that's exactly what we're trying to do, is being able to manage that over an underspend in an easy way. And if they want to bring it on to the next month, that will be available. Great let's see. We've got time for just one or two more questions. Let's see the client view that was shown. Will we be able to export that client view? Probably in time. We do. We tend to add that shortly after we release most things. I'd be very interested whoever asked that. So understanding what exactly why they're interested in doing that. But likelihood is Yes. Just to take out the lists probably in the CSV are kind of an Excel file. We allow that for most list use in teamwork. So short answer is Yes. But the main thing is to get it to people first and then add that in shortly afterwards. OK let's see. Does teamwork have a dark mode or is it in the plan? I can talk to that one a little bit, like we probably will do it. I talked a bit about this new kind of frontend technology that we've been bringing into the product to make it easier for us to build better product faster. Once actually we've got that in place, it's much easier for us to do something like dark mode. So later this year we're actually going to look at that. A lot of people want us. I use it myself in other products and quite like us, and so it is something that we're actively considering. Main thing for us is to get this new technology stack into the product. And that will make us models much easier for us to bring something like dark or whatever. So it is something we're looking at and likely to probably do later on the year. Great and I think we've got time for just one more. Let me grab one. let's see. How about this one? Is there an ability to have different views for different projects so that the columns in your project view can be customized by projects or project folders, or essentially not be consistent across all projects? I could trip myself up here in terms of how I answer this, but I think Yes is the answer. So when I'm in for tomorrow table, do you hear, for instance, so you can have a personal view, which you can save, or there's the project level view. And we actually went when we did table view a while back there and gave you the ability to actually set that as a project template level. So if you have a customize view that you use for particular types of projects, you can actually set that at a template level and then every project you create from that will inherit that. And so that should largely work for that, I would have thought. So if you're creating the projects from a template with a customized view, it actually inherits that view. And then if you want a particular one for you in terms of how you work, you can actually can share that same view with everyone else who's on the project so that everyone else actually sees that. Or you can have a personalized view. Let's say it's in the table and you're like, well, I want to see my columns this way, but everyone else uses it the other way. You can do that too. So start answer is Yes. OK great. OK that just brings us to wrap it up here. I think that's all the time we've got for today for questions. Thank you all for joining us today. We'll I was going to say this webinar happens once a quarter, every quarter. So it's always the third week at the start of the next quarter. So I believe the next one is the third week of October, October 21. And so we hope to see you all there. But again, thank you for joining. Thank you for adding all of those good questions, thoughts, comments, excitement, enthusiasm, frustrations, whatever you got into that questions, panel, because that goes straight to our product team. And you our team customers are truly what help drive shape really are the engine behind what we put into our products, into our features, into our platform in general and into certainly the product roadmap moving forward. So thank you all for joining us. Thank you to all the folks on the back end who have been diligently answering all the questions as they came in. Again, we have a recording of this that we will be sending out after the fact and you will get that recording. You'll also get a downloadable version of the slide deck in case you want to share it or poke back through any of the features. And you can always reply to that email if you've got any questions and our support team will be happy to help you out. So thank you everyone for joining us today and see you all next quarter I.