Product Roadmap Webinar Q2 2024

Transcript for the video 'Q2 Teamwork Quarterly Product Roadmap - May 15, 2024':

Hi, everyone, and welcome to teamwork dot com's product roadmap webinar for q two. We're halfway through May, halfway through q two. So excited to have you all joining us today. Thanks so much for joining. Just to make sure we're all in the right space and we can hear each other, pop in the Zoom chat where you're calling in from. We have a global teamwork dot com network of employees and customers, so we're from all around the world. Myself, I'm in Canada just outside of Toronto in a city called Kitchener. But as you're jump jumping in, thanks so much for joining us. Drop in the Zoom chat where you are calling in from. I'm gonna start reading off some places that, our guests are calling in from. So we have Lisbon, Portugal, Nashville, Colorado, Raleigh, Von. Vaughan, George, you're very close to me in Vaughan, just in Ontario and Canada. We have Long Island. We have Minnesota, Tampa, Finland. Welcome here. It's great to see everyone here. Keep jumping in the Zoom chat where you're calling in from. We'll just get started in a couple minutes. We'll keep this, attendee list growing and and climbing here. We have people calling in from Saskatchewan in, or Regina in Saskatchewan. Nice to see fellow Canadians joining. Houston, Texas, Phoenix, Arizona, Athens, Greece, Montreal, some other Canadians jumping in. It's great to have everyone here. So as you're jumping in, please pop in the Zoom chat where you're calling in from, and we'll get started in just a couple minutes. We have people phoning in from Brazil, from Washington. Any people from the other side of the pond, from Europe or our beloved Ireland? Welcome here. Welcome to teamwork dot com's product road map webinar for q two. Let us know where you're calling in from. We'll get started in just a couple minutes. We have people calling from Columbia, from New Jersey, from Chicago, from Seoul. Wow. Hey. There's someone from Ireland. Great to have you here. Very exciting. Virginia, Sweden. No matter what time the day it is for you, thanks so much for joining and jumping in and joining our webinar today. We're gonna get started in just a couple more minutes here, but once again, thanks for joining, and let me know where you're calling in from today in the Zoom chat. We have another person from Toronto, just about an hour and a half away from me and Kitchener, Minneapolis, Nottingham, England, Indiana, lots of people from North America today. Thanks so much for joining in, from Ottawa and Miami. We're gonna click on now and get started here. So my name is Janelle. I'm one of your, webinar hosts today, and I'm a product marketing manager here at teamwork dot com. And I am joined today by Jane and Peter, so we'll just do a mic check and quickly allow them to introduce themselves. Hello, everybody. Thank you for joining us for another, quarterly product webinar. I can't believe that we're already halfway through May. I feel like time is flying past. So very excited to show you all the fun things that we've released recently, give you the usual sneak peek into some of the exciting things that are coming up as well, and, of course, hearing from our wonderful CEO and cofounder, Peter. Right. Cheers, Jane. Hey, everyone. Great to be with you today. Greetings from sunny Ireland. I thought I might jump on don't normally jump on these, but I thought for fun I might jump on and say hello and, maybe give a high level of what we're aiming to do at Teamwork. Sounds good for me. Thank you both. And just a reminder for our agenda for our time today, we're going to first, walk through, remind, us all of some recently released features. We're then going to pull back the curtain and showcase what's coming soon in the next quarter or so. I'll then wrap up with some and more news about, kind of lateral teamwork dot com company news, and then everyone's favorite q and a at the end. We'll have about ten to fifteen minutes of q and a. So please do, ask your questions throughout. And really your participation today is what's gonna make all the difference. We love these questions. We have our product managers on the back end of this event, so they'll be answering your questions. If you, if your question doesn't get answered, fear not. We actually look at all of the questions after we export them, we analyze them, and events like these really do shape our product roadmap and keep you at the heart of all that we're developing. So please use the Zoom q and a to ask your questions. Use the chat like you have, to say hello and everyone's favorite. Use those emoji reactions to let us know how you're feeling. And I did see a question come in about this already. We are recording. So if you need to drop early or if you need to if you've come in a little late, don't sweat. We are recording this event, and it will be emailed out to everyone in the next couple of days. So fear not, and just a big thank you for joining. And I will pass it off to Peter now. Alright. Great. Thank you so much, Janelle. So, hey, everyone. I wanna start today by let me say a huge thank you to all of you for being customers and for jumping on with us today. It's really appreciated. I just wanna take a few minutes to kinda go kinda maybe a little bit off script and tell you about the high level of what Teamwork's all about. So we've been on an incredible journey with Teamwork probably for ten years now. When we started, we were making project management for every type of team and company. And today, we have lots of customers in many industries who use Teamwork in all sorts of creative ways, and most of them use it exclusively for project management, which is fantastic. However, today, over half of our customers are teams and companies that do client centric work. So about five years ago, we decided to double down on the client centric work, and we've been steadily improving teamwork dot com based on your feedback. And today, we offer far more than project management. In fact, our mission evolved to make client work teams everywhere efficient, organized, profitable, and happy. And this mission means a lot to us because we actually were in your shoes, and we used to run a client services business. Myself and my cofounder, Dan, started a web development agency straight out of college way back in nineteen ninety nine and ran it for over ten years, and we got pretty big and successful. So we understand what it's like to be in your shoes. We understand the need to profit from every client demand, and we know how hard it gets to coordinate everything and how it gets harder and harder as you grow. So let's have a look at just how hard it gets. This is what we call the client work life cycle. And what I find really interesting is that every client service team, whether you're twenty people or twenty thousand people, they all follow this pattern. So you have to win the work, and you have to plan the work. You have to resource manage the work. You have to execute the work, do the work, Then you've got a report on the work, critically make sure you're actually profitable. And then you got your financial managements, making sure you're actually getting paid and stage payments and so on. And then you gotta make it all repeatable with retainers and with templates and so on. So we call this cycle the client work life cycle, and Teamwork's entire mission is to help you not only with the project execution, but help you with every other part of the life cycle. So, typically, there's three layers in your services company. You've got your workers on the front line doing the actual work, then you've got your project managers, and then you've got your operations and finance leaders. And our vision is to offer best in class operations combined with easy to use project management that caters for the needs of every layer. You clicking on there, Janelle? Thank you. So for the workers, hopefully, you've seen over the last year that we are on a mission to radically improve the entire UI and you exit teamwork and to make it a great experience for your entire team. We have lots more to do, and we are still converting some of the legacy screens to a modern, faster, slicker UI in UX. But we are actually working on cooking up something radically simplified and a beautiful new experience for your workers that will make their daily experience far simpler, easier, and straightforward. And we remove that learning curve, though, we hear a lot about. And for product managers, we're continually working to make teamwork more more client centric to make it easier to see the big picture of how happy your clients are or maybe how unhappy they are and to see their projects, how their projects are trending and to centralize all the communications. And for the operations and finance leaders, we are working giving you better reports, workload, and resource management. We hear you loud and clear that you guys want more flexibility, more power, and that you don't want to have to export your data to spreadsheets and BI tools just to do your job. I promise you we're working on it, and there's exciting things coming soon. Additionally, we do have some exciting AI initiatives that are aimed at helping operation leaders manage profits that hopefully, maybe on the next call, we'll be able to reveal that I'm super excited about. So our our overall aim is to become the best platform in the world for service teams with the best possible experience for the workers, project managers, and operations leaders. Again, we want you to profit from every client demand, and you'll actually see that's the new tagline on our website that you see here. So finally, just wrapping up for me. Thank you for being part of the journey. And, particularly, thank you all for giving us continuous feedback. Every single time you click send that send feedback button in the product, it goes into a live chat channel where everybody in the company can see it. And we analyze all that feedback. And I promise you, we really take it seriously, and we will never stop improving our product for you based on your feedback. Now an ask for me is that if you and your team are getting value from Teamwork we will be thrilled if you'd be willing to do a testimonial with us and we'll make it as painless as possible you can just send an email to support at teamwork dot com, or you can literally just ping me directly on LinkedIn. Peter Coppinger, you'll find me very easy, and we'd love to work with you. And if that's just too much for now, just posting that you love teamwork dot com on LinkedIn really helps us grow. And the faster we can grow, the more we can invest in the platform for you guys. So that's it. I'll be staying for the q and a. Happy to answer any questions you have. Jane is gonna take you through some recent improvements that we're super excited to share with you today. The first improvement here is something that has been described as a game changer to our by some of our beta customers. It's something I've personally been very close to and I'm excited by. I hope you guys are gonna love it, or at least some of you are gonna love it. And on that note, hand over to Jane. Perfect. Thank you, Peter. And I think we've actually just been teed up perfectly as well by a a question from Christina in the chat who asked very poignantly, does Teamwork integrate with HubSpot? So as Peter Peter has spoken about, our mission here at Teamwork is to make teams efficient, organized, profitable, and happy. And to do that, we want you to have the full picture. You're drawing the dots and connecting the dots between your CRM, where you're managing your client's relationship, and your project performance and project profitability. So to do that, we have released a brand new, as you can see here, first of its client sync with HubSpot that further enhances your ability to monitor project performance, keep things on time, keep things on budget, and see it in the context that you want to see it. So what we've done here is we're allowing you to pull some really high value insights from teamwork dot com. So things like your project timelines, what's the project start and end date, what's my budget, the time that I've logged, allowing you to get a really cohesive summary of project performance paired with your HubSpot data and reporting. So being able to see things like your financial performance from teamwork dot com with your, in-depth analysis in the HubSpot space, project profitability, getting a view of things like budgets, year end profitability, overall project health health within that context of the the HubSpot CRM. Like like we said, game changer, really first of its kind. We've had some some fantastic feedback from people that have been in using this. So it's definitely one of your HubSpot shop to go in and check out because we've just made, that relationship between HubSpot and teamwork dot com an awful lot tighter. So definitely one to check out. Next up, we have my calendar. So this is a feature since we released it, we've had an overwhelmingly positive response to. We've been hearing, and Peter alluded to it a moment ago as well, around that individual contributor style persona, that worker bee. We know that what they want to do in Teamwork is to come in, focus on the tasks that I need to get done, log my time against them, communicate with my, colleagues, and move on to the next task. As part of that, we know that there is a need for you to see what my day looks like, what client calls do I have, do I have any stand ups that I need to consider when I'm planning my day. So with the release of my calendar, we've done just that. We've given you a way to plan your day with the tasks that you have on your plate and with the meetings that you have. We've taken that one step further since we last spoke, and we've introduced the task planner. So up to the top right hand side of the my calendar page, there'll be a button called task planner. And what that will do is it'll pull out a side navigation bar where you're going to be able to drag and drop your tasks into the my calendar view. This kind of solves a couple of problems and adds kind of an extra layer of flexibility to how you want to interact with the feature. So you can drag and drop your tasks from that top all day panel. But what we were hearing is that people wanted to see, you know, what late tasks do I have? Is there something maybe that I should have finished on Friday that I'm not seeing because I'm looking at Monday's calendar? You can now see those in the planner. They're grouped by due dates really quickly and easily see what are the high priority tasks that I need to work on. Pull them in, create your time block, put your head down, work on the task, and then with a single click, log your time against them. So really exciting update. Again, this has been really positively received. If your team hasn't checked this out, I'd definitely recommend giving it a whirl because, I think this has been a game changer for a lot of teams. Next up, we have the command center. So we have a brand new UX for search within Teamwork. It's gonna give you more flexibility. It's gonna give you more focus when you're searching through the product, and it has some really lovely kind of time saving power additions as well. So the first thing that we're gonna call out is, I think, just the general experience. So we have a new model. It's an awful lot more focused. You're able to get into the nitty gritty of what it is that you're looking for. We have tabs in the new command center, which allows you to get really pointed in what it is that you're searching for really quickly and easily swap from tab to tab, and dig into to exactly the item is that you're looking to find. Another fantastic addition to this, and it's a real kind of add on and bonus from what we would have previously had as our search experience, is new added slash commands. So this command center, super powerful for surf surf surfing for searching. You have your filters, advanced filters in the slide panel, but you also have the ability, first of all, to quickly complete actions within the command center using the slash. So you can see it in screen shot here, whether it's adding a task, logging time, or actually even navigating through the product as well. So if you want to really quickly jump from a dedicated task view into a particular, area of the product, I want to jump back home, I want to jump into the people page, those slash commands open up a huge amount of power and flexibility with how you can both search for, add content to, and navigate around teamwork dot com. Forms improvements. Okeydoke. So forms, I'm sure vast majority of you on the call know that they're a major time saving feature. Since we released this, Jeannie, a couple of couple of years ago now, we've had nothing but positive, anecdotes and feedback and people singing the praises of the forms feature and recanting the positive impact that it's had on their teams, particularly when it comes to saving time and kind of streamlining how your clients submit our work requests. But we have, of course, continued to work away. We've been working hard over the past few weeks and months to further expand the value of forms. And And we know one of the biggest pain points that client work firms have is reducing that manual work. How do you take as much of the admin off my plate so that we can focus on the billable tasks at hand. So what we're doing with forms, is we're bringing forms and automations closer together. So we're going to allow you to elevate your form submission game a little bit by specifying if a task was added via a form. So the kind of scenario that this could, really add benefit to is creating actions and automations based on whether a form has been submitted, or whether a task has been added manually. So, for example, if a client submits a form, I want to add a urgent tag to that task. I can now actually specify that the task has been created via form, and straightaway, I know this is something important that the team needs to prioritize over other tasks in that project. So super slick. Like I said, real time saving feature. The other thing that we've been working on is advanced branding and customization of our forms. So, again, we know that we want to make sure that the forms feature represents your brand when you're sharing it with your clients. So things that we've done around forms to do that is improvements, things like the background color and the ability to upload a background image, so that when your client sees that form for the first time, they're seeing a true representation of your brand, you know, customizing the formatting options or URL redirect. There's been some lovely styling tab improvements. So, really, a way for you to customize the look and feel of the form so it matches your brand. Because we know quite often the form can actually be the first interaction with the client in your brand when they're submitting their work. So that was something that was very important to you guys, and, of course, which meant it was very important to us. So that has been released recently as well. Perfect. Thank you, Janelle. Alrighty. So following on from my calendar, we have expanded the functionality in terms of the type of integrations that we have here. So we know that Outlook has been a huge request since we released the My Calendar. We went out with Gmail or with Google Calendar. The response was hugely positive. I want to make sure that everybody is comfortable in the knowledge. We are working away in the background. Outlook is in the works. It'll be out very, very soon. So that is most definitely coming. We'll be matching that same, fantastic functionality that we have with the Google Calendar with Outlook. But what we actually did in the interim is that we introduced the ability to subscribe to an iCal feed native into your My Calendar view. And, again, this will allow you to pull in different calendars, maybe even outside of Google or outside of Outlook. We've actually seen some really lovely use cases for things like public holidays. I'm a an individual contributor. I'm trying to plan what my next two or three weeks look like. I know that I've got a public holiday, next Friday that I need to consider when I'm planning in my work. Being able to pull in that kind of an insight directly into my calendar is super powerful. So definitely check that one out as well. And in the interim, you can, of course, subscribe to your Outlook iCal feed. But like I said, rest assured, there's a a native Outlook integration on the way. So, this is certainly not in place of Outlook. That is coming very soon. Alrighty. And we'll jump on to the next. So Teamwork desk. We have a lovely refreshed Teamwork desk table, that has been recently released. The the reason for us doing this uplift here is that we know the the majority of our our Teamwork desk users are jumping from teamwork dot com to Teamwork desk. We want to make sure that there is a huge degree of familiarity and that there's real cohesion between the two products. So we released this new table. It's aligning with the Teamwork table view, more familiar patterns. Peter was talking about that learning curve. It's going to completely flatten that for you because you have familiar UX patterns. It improves the kind of scalability of the the tickets, but also being able to contextually deep dive into the tickets if you need to. And then there's some lovely wins like the improved UX for table configurations, toggling on and off columns, dragging and dropping the columns. Again, it kinda goes back to what Peter was talking about around our real mission to be best in class when it comes to user experience and UI, and this is just another step in that direction. So definitely one to check out as well. Next up, we have client view. So we love the client view here at Teamwork, and we know that many of you do. So, initially, we implemented the client view to allow our customers to take a really client centric view of your work and Teamwork. Since it's been released, there's been some really fantastic improvements to the view, allowing users to interact with, even more elements of what a client is in Teamwork, extract more value from it. But I would say we are very much only getting started with what the client view will be. We've got some really exciting plans for for this view. What we've been working on since we last spoke is a new and improved list view. So, again, some of that UI improvement at Slicker UX performance. There's some new columns in there as well, again, to get more insight into how that client is performing, you know, tracking your task completion across all client projects, being able to set a client health within this view, assess the project health and profitability. There's been some really powerful additions to this table. I'd also say there's some really exciting additions on the horizon as well that will be coming very soon, Things like breaking down those budgets, being able to see how that client is performing kind of across the board. So definitely an area you're gonna continue to see a lot of work and a lot of improvements at it, because of that mission that we have to allow you to be really client centric, allow the client to be at the center of everything that you do, and as a result, it'd be at center of the teamwork dot com product as well. And I believe I am going to hand over to Janelle for the next couple of slides. Yes. Thanks, Jane and Peter. I'll I'll walk through the next couple of the recently released features. And first and foremost, starting, with everyone's favorite theme, which is time. And, about a month ago, we released our time approvals feature, which really is a streamlined and simplified review and review and approval process of your team's timesheets. You know, we really wanted you to have more confidence and and bolster a lot of billing accuracy downstream so there's no, surprises that kind of bubble up when you're billing and invoicing because a time sheet or a time log was missing. And so this really allows you to have a bit more control over your team's time and review everything and give everything that final set of eyes before, you know, it continues on downstream like we said to the billing and invoicing part of the cycle. So, really, it's a very skimmable and inline experience. We have this approval status column where you can see, you know, at a glance the status of where these timesheets are. If you are an approver, you can edit and request changes to a timesheet right in line so you don't need to go elsewhere. You don't need to go to a third party. You can request these changes right in the time sheet itself. The time submitter will get an email notification, and they'll also see these in their own personal time sheets. So they'll see exactly when and where they need to adjust any time logs or any durations. So at the end of the day, the time sheet is in tip top shape so that when it's approved and it's, you know, moved to the billing and invoicing cycle, everything is more accurate and everyone can just have more confidence in the data of the time sheets as well. So really excited that this was, released about a month ago, and keep your eyes on this space as I'm sure we're gonna also explore ways to improve, that time approvals experience. Keeping on our theme of time, you also probably saw some updates to the time log model. And these are all rooted in the spirit of efficient time logging, intuitive time logging, and we really just want you to log your time in an easy and fast way that's unique to you. So first and foremost, we're really, really excited to share that on the two on the new, log time model, there's now this settings cog in the top corner where you can actually save default settings, that are unique to you. So you can autofill the time spent, autofill the description, choose which way the the time counts if it's, backwards or forwards from the start and end time. Just some more minute control so that you don't need to adjust your time logs every time to kind of match some of those, standards that you might have at your organization. So first and foremost, want to call that out and say that we are just scratching the surface likely. Keep your eyes on that cog as we will also include some more default options available. We're pulling these from real user data. We are analyzing the commands that you're doing on the time log model time and time again. So really excited to hopefully speed up that time logging process with some of those defaults and saved settings that you can configure. Also wanna call a couple, standouts, on the model outside of the settings cog. And first and foremost, we have split that start and end time field, so you can insert an input from both of those fields and also tab more easily throughout those characters as well just to keep you in that glorious keyboard, you know, flow state. And, also, the drop down now of the hours and minutes has been stretched horizontally, so you don't need to scroll just to find that minute or hour metric. Some buttons that were once clustered are now expanded and always present just to keep them top of mind if there are things you're clicking on often. And if if you recently, explored the project or task picker, you'll also see that we now have the option, to sort by recent as well. So if you're logging time like a good time logger against any task or project you've recently completed or contributed, time against, those will naturally float to the top so that they're just relevant and it's easier to just grab that project or task and log your time. So just a couple really great standout, improvements to the time logging experience. Changing gears now and wanna talk about the planning overview. So for those that don't know, the planning overview is really that one stop shop that combines your time and your resourcing metrics. It's a great report. It combines, metrics from the workload planner as you kind of plan out your granular short term week, as well as the resource scheduler if you're using the scheduler for that longer term forecast of your resources. So a couple callouts on the overview. First and foremost, this beautiful graph and bar chart along the top is new, and it just really allows you to glance, digest, have a skimmable view of all of your time and resourcing data. You can now quickly understand things like who has the availability to take on more work, because you're seeing a beautiful visual breakdown of all of your time data. So you're looking at your estimated time, your available time of your team, the logged time of your team, and, newly, the addition of allocated times from the resource scheduler. So you can see in this screenshot in September, I've allocated more hours than are available. I'll probably need to bring on a contract worker or some extra help then. So that bar chart is beautiful, and we also made improvements to the table view below as well. So we've list lifted that up to be a more modern, and consistent experience across the t mark dot com application. It's more customizable, filters, search. It should just be a great experience for you. So, yeah, lots of great updates to our planning overview tab. Another really exciting update that was rolled out, recently was our formula field solution. And just wanna caveat also that we are just beginning to scratch the surface of this, feature. So as of right now, in custom reports, you can create a formula field with custom numerical fields. That means you can add, multiply, subtract, and divide those custom numerical fields in your custom report. We are continuing to explore and ideate on how to, open this up to other parts of the application so you can perform these manipulations on other important data fields and columns, in your projects and so forth. But, really, this just allows teamwork dot com's reporting to fit the unique needs of your business. That way you don't need to do any sort of calculations or manipulations outside of our platform. They can happen right within teamwork dot com. Hopefully, that means that your data can stay accurate and there's less mistakes or, you know, accidents and errors that happen with that massaging of data just to really combine and transform your existing data so that it uniquely fits exactly what you're looking for. So as I mentioned, keep your eyes and ears peeled. This will continue to bleed throughout a lot of teamwork dot com. But for kind of the first iteration, we're really excited to have formula fields, in custom reports with those numerical custom fields. And just a little teaser, this feature is mid release, but we are very excited to at least have a start on releasing our rules functionality. Personally, this is one that I'm really excited about. I'm a very organized person. So any other way to organize a team, in teamwork dot com, I think, deserves all the praise. So now in the people tab, you'll be able to create job roles, and you'll be able to assign team members to those job roles. So it's important to call out that this isn't necessarily a permission or it doesn't grant different access. It's all about streamlining your operations and your function by the job to be done or by the talent, or function. And, really, how this, is super valuable as of right now is you'll be able to now identify available capacity, monitor workloads, track productivity, kind of find those high level, trends but based on talent or function. So you'll be able to surface and filter these roles in the planning tab, right now, and we're going to also look at, as continually bleeding this through other parts of teamwork dot com so you can surface, this information in other areas. I also wanna call out that in the new creation user flow or the edit user flow, job roles is now a field right in that experience. So we're really, really making it intuitive to bring in and assign that role to that user right off the bat so that you can stay organized and you can categorize your team right off the hop so that it's all organized as you go to actually plan and execute that work. And, take a breath. That was a lot as to what's recently released, but I will pass it off to Jane now to talk about what is coming soon. Perfect. Thank you, Janelle. It's what we all really came for. We know. Alrighty. So the first one up for me is a new feature called exclude weekends. So as I mentioned earlier, our aim is to do as much of that heavy lifting as possible within the product so that you and your team don't have to. And one of the things that we've been hearing, over the past couple of months is that our users were spending time manually moving tasks off weekends in the event that things became delayed or changed, particularly when you have, tasks with dependencies or subtasks. So in the instance that, you know, you have a a dependent task that needs another task to be completed before it can be be completed. When you made that move, sometimes tasks were falling on Saturdays and Sundays, and we had people going in and having to manually change that. So we wanted to make that an awful lot easier for you, give you a consistent, predictable, and reliable way, to skip weekends when planning work, creating work, and updating your projects as well. So we've introduced or we we will very soon be introducing, a site level setting to disable Saturdays and Sundays in Teamwork. So you can see in the the date picker here, Saturdays and Sundays are grayed out. You're unable to assign a task, with a due date that falls on a Saturday and Sunday. It means that you won't be falling into that trap of accidentally scheduling work on a weekend and then coming in on the Monday and thinking, sugar, that was supposed to be completed yesterday, but nobody was working. And like I said, removing as much of that manual work that actually was falling back on our users having to make those changes in the the instance that that did happen. So this will be released early very early next week. It will sit at the site level in the settings area. So definitely check that out. You can enable it at a site level, and it will remove all those Saturdays and Sundays for you. Hopefully, give you a few hours back in your day. Next up, we have the new boards UI and workflows. And, again, I think I was teed up for this one as well with another question that came in asking, a question regarding our new boards and workflows. So, like Janelle was saying roles is a feature that's very close to her heart. This is one that's very close to mine, and I am incredibly excited about it. I think it again goes back to a lot of the things that Peter mentioned at the start of the call. We've been doing an awful lot of work behind the scenes, uplifting the product for client work delivery, modernizing the tech that we're building the product on, and ensuring that we have something that's lightning fast and super slick UX and UI. And I think the work on this feature embodies all of those things really, really well. So as part of this work, we've built a beautiful new UI for our project board view, providing some really useful and exciting enhance enhancements along with that UI uplift. You're gonna see things like inline editing of cards, nesting of subtasks within cards on the board view. One that we've heard for quite a while is a file thumbnail within the card preview as well so that you're gonna be able to get that full context of the task all from within the board view. And they're all things that are going to drastically improve the overall experience of interacting with and using project words within teamwork dot com. And then the other layer to this and going a step further, is the introduction of workflows at a site level. So what workflows is going to allow you to do is to create a shared workflow at the top level of your teamwork dot com account with prescribed word columns, and it's really going to ensure alignment with how your projects are run. So I can create a design workflow at a site level with a set six columns. I can assign that down to projects. All of my projects, they're going to be using the design workflow. The tasks will follow the same flow through the board. And what's really lovely, and I actually think we saw one or two questions regarding kind of a site level view of tasks as well, is is that you're gonna be able to view a roll up of all of those tasks regardless of the project that they're in at a site level. So as a design manager, for example, I'll be able to come in and see exactly what my team are working on throughout the design workflow across all of my projects. And then another really lovely win from this is that you're gonna be able to create automations against the workflow at a site level as well. So I know that when a task goes from, you know, QA in QA to done, I want that task to auto complete. Today, you'd have to go in and set up that word trigger, set up that automation within each project. You're now gonna be able to do that at a site level, again, reducing all of that manual work, one and done, and any project that's using that workflow will then, respect that automation. So a really powerful one. This will all going well, be out in the wild next time we talk. He'll be telling us how wonderful it is, and we'll be talking to you about the next steps and the next iterations of this feature. So a a really exciting one. Perfect. Thank you, Janelle. Alrighty. So the next one is an improved task details panel. So, again, consistency, best in class user experience, huge focus for teamwork dot com right now. And one of the biggest things that we have coming very soon in order to do this is rolling out our improved and uplifted task details panel. So those of you that, you know, have been using and love the new list view will already know the benefits of the new task details panel that you can see in the screenshot here. An awful lot slicker. Again, a lot of that inline editing, inline interaction with, the task attributes. An awful lot of the meaningful information is going to be at your fingertips. It's gonna be an awful lot easier to to, view, update, and change, and it's really exciting because this is gonna give you that consistency in how you view your tasks within a panel across teamwork dot com. So in all of the areas that you can access a task details panel, you'll get this lovely, uplifted, modern, super slick, experience in UI. So, again, that's one that will be coming very soon. It's gonna be a a huge win and one that I'm, also very excited about. Then we have our full task details page. We can't talk about consistency and how you view your tasks without talking about the full task details page. So this view today is very much the bread and butter of how a lot of our users interact with Teamwork. It's that real focused view. Head down, this is the task that I need to work on. I need to collaborate and communicate with my colleagues, let them know how I'm getting on. I need to log task in this view. I need to, update upload a file in this view. Hugely fat powerful page in Teamwork, and, like I said, where a lot of people spend a lot of their time. So, in our mission for consistency, we're also bringing all of the power that we just spoke about with the task details panel into the full task details page. Again, an awful lot more inline editing, really quick and easy updating of task attributes. We have this really lovely dedicated comments panel, which is, I think, going to be a game changer where you can go and collaborate with your colleagues while still having that full context in view of the task details. So really powerful updates. Again, from a consistency and powers perspective, I think this is gonna be a a game changer. So very excited. And I can see some love hearts and comments coming in as well. Sounds like you guys feel the same as me, which is great. Perfect. Forms. What is happening next with forms? So we've spoken about the power of forms automating how your clients' request work, huge win. And we have every intention of making this even easier and more powerful over the coming weeks and months. So we're going to be introducing task mapping on forms, and this is going to allow you to further automate your work based on how the work is submitted by your clients. So we're gonna be more tightly coupling forms and automations even more than we would have spoken about a little bit earlier. And we're going to allow you to map responses to actions in automations. So a really lovely example of this, and this is actually a request that we get quite often as well, is the ability to create a project from a form response based on the nature of that form. So you're going to be able to do that. The way this will be engineered, it'll be paired with automations, like I've said. So there's going to be a huge amount of kind of recipes and concoctions and ways that you can leverage this new task mapping so that when a form is submitted based on the user's selection of one of the fields in the forms, you can trigger an action in Teamwork, create a task list, create a project, log time, change a task attribute. There's there's so many possibilities and use cases. So a a really, really exciting one that the team are are head day working away on at the moment as well. And up next, desk tickets in client view and projects. So, again, another one that I'm incredibly excited about. So we've spoken a little bit today about wanting that single source of truth, one place to to manage your work. And for that reason, we're going to be bringing desk tickets into the teamwork dot com product a little bit further. So those of you that may not be familiar with Teamwork desk will write that wrong immediately. You guys definitely have to go check it out. But what does Teamwork desk do? It helps your teams efficiently manage your client's responses in one central location. So it's allowing your team to deliver an exceptional customer experience, keep everything top of mind, make sure that, you know, the the client relationship is really nurtured, using, Teamwork Desk. So what we're gonna be doing is allowing you to view your client requests and Teamwork desk tickets in teamwork dot com within both the client view and within the project view. So, again, it's gonna give you that single source of truth for client work and client communication. It's giving you that shared inbox accessible directly within teamwork dot com, way less context switching, more focus on delivering client work on time and on budget. Everything will be in in the one place. So, again, this is one that we're incredibly excited about. Laura, our Teamwork desk product manager, has been doing super work on this. So if you haven't checked out Teamwork desk already, get on it. And if you have, I hope you're very excited about this update because I think it's gonna be a a winner. And I believe Janelle now handing it over to you now. Yes. Awesome. Thanks, Jane. Just have a couple final, coming soon features wanna talk about. And first and foremost, highly anticipated, our fixed fee budgeting, our new budget type of fixed fee. We know a lot of you work on a project base with a set fee with your clients. We've heard you loud and clear. So we are very excited to be pretty much on the brink of releasing our fixed fee budget, solution. And, really, this is a one two punch because, not only we are now introducing another budget type, You're also able to, repeat this budget so it can, repeat every three months, for example. So you can kind of proactively and effectively prepare for any upcoming budget cycles or if you work on that sort of repetitive model with your client on a fixed fee, we will support that as well with this budget type. And lastly, super exciting to share that with this budget type, you'll also be able to set a profit margin so you can set your financial targets. So whether you wanna bring in a percentage that you need to hit on this project, or a dollar amount you need to hit on this project, you're now able to tell Teamwork, in order for me to be profitable or how I define profitability in this budget is by this percentage or this dollar amount on this fixed fee budget. So you can not only track how your budget is progressing, see if you're over budget or under budget, but also land in that sweet spot of profitability as defined by you by bringing in a profit margin target. Super, super excited about this. And really just we're also going to highlight the importance of cost rates throughout this budget type. So as you add in any budget expenses or if you, have cost rates and your team is logging their time, you're never losing sight of how much this work is still costing you. But that set fee, that agreed upon amount remains the same so that you can know at the end of the job, was I in fact profitable? Was I not profitable? Was I above or below that profit margin target? So very, very, very excited to get, this budget type out, to you guys very soon. So hang tight. It should be hopefully in the next couple weeks. Wanna talk about some improvements to the my timesheet experience as well. We were continually hearing some feedback that this view was still a little too cluttered, a little too noisy. I think we were trying to help you by listing all of the possible tasks on your timesheet that you could log time against. But what we're realizing is that this new solution of our new timesheet is actually gonna allow you to build your own timesheet a la carte. So you can build it as you see fit, and you can bring in the tasks that you actually, spent time against and you actually worked on instead of before when we were kind of listing all of the possibilities of what you could have worked on. So it's gonna just reduce that noise. It's gonna keep this view, cleaner. And as you saw, in a previous slide, this task planner experience is gonna be conveniently there so you can drag and drop tasks to build up your time sheet. You can copy tasks from last week as well. So if they're not quite finished or if they repeat week after week for yourself with one click, you can prepopulate your timesheet by copying those tasks from last week. And, of course, you can also just manually add in a project or task ad hoc as you see fit. And with this experience, we're also just doing some general uplift improvements to the UX and UI. We're improving our filtering. And also because we're not loading all of the data on your timesheet on this page, it's actually gonna be more performant and be a bit more snappier. So we really hope that this, just allows you to customize your timesheet and build it exactly to reflect what you worked on, uniquely what you worked on, and kind of build it a la carte. That is not it with time sheets, though. The the slide that we just talked about will remain as a as a view of your time sheet, but we're also introducing a new way to view your time sheet, and that is in the calendar format. And if there's a theme, teamwork dot com loves a calendar view. So, you'll now be able to see your time logs Monday to Friday, nine to five. And just to give you a bit more flexibility, you can have better visibility over where any gaps are in your week because it's kind of laid out in this logical format. You can also better understand your ratio of your billable time, your non billable time, and any build time Because as you can see, they all are color coded, and we also are rolling up the metrics or the total metrics at the bottom of the screen as well. So it's gonna be a very skimmable way to understand the breakdown of your time logs also. That task planner tab, tab will stay on the side. And just should mention that this and the previous view will seamlessly still work with your time approvals flow, so fear not, you will still be able to utilize that feature as well. And really the the my calendar that that Jane spoke of earlier is a great place to plan your week, to set up your week, whereas this view of the calendar for your time logs is more of a conclusionary place to go, let's say, at the end of your day or at the end of the week. You You just wanna kinda take in what just happened in your week, take inventory, see those gaps in your week, and log your time. So just another option to hopefully make time logging a bit more easier, and flexible for your unique needs. And with that, I'm just gonna take a couple minutes to talk about some non feature stuff, and then we will jump straight into q and a. So thanks so much for hanging on. And first and foremost, we have, an upcoming webinar. We have two upcoming webinars. The first one is May thirtieth, how to set up teamwork dot com for success. This is great if you are, newer to Teamwork or if you've just changed roles and you kinda need to set up Teamwork for your team or your projects or clients. Andrew here is going to walk through how to set this up for success. Andrew has been with Teamwork for about four years, so he's totally a teamwork dot com expert. So let me just grab the link, and I will pop that in the, Zoom chat as well. This is set up for success webinar. That's not it, though. We have another webinar with Andrew, and this is how to simplify your daily work with Teamwork. So maybe you're that individual contributor role that Peter mentioned. You're executing a lot of tasks. You're in Teamwork all the time, logging your time, and you just wanna learn how to make Teamwork work better for you. So maybe that's, yeah, learning the best way to log your time, how to use my calendar, see if that can speed things up for you, learn how to bring in some automations perhaps just to remove any friction and keep things working just really, really easily and cleanly for you. So Andrew's gonna walk through how to simplify that daily work and hopefully accomplish some of that. That is happening June fourth. So let me grab the registration link, and I'll pop it in here. We also are going forward with a messaging survey right now. Our marketing team would be ever grateful if you have twelve minutes of your time to complete this messaging survey. What better way to ask if our messaging is gonna land and connect, other than asking our current users? Anyone that completes this survey will get the chance to win a fifty dollar gift card. And as I mentioned, our marketing team will be forever grateful. Just so we know, we really, really can land some of this new messaging and positioning because it's vetted by our trusted, and beloved users. So if you have the time and you can lend a helping hand, it'd be great if, if you have twelve minutes, to contribute to that survey. And as always, I just wanna do a shout out to our teamwork dot com user group. Nicole does a fantastic job, sharing, and just creating that space for users to come together, talk about these features, show how they're each implementing them, the use cases, the workarounds, how to just make teamwork work for you in a very supportive and, fun community of teamwork dot com peers. So if you do want to join the teamwork dot com user group, I'm just gonna pop pop that in there. Sorry. I'm seeing some, notes about the links, and I will, ensure that those are updated by the end of the webinar. So thanks for flagging those. And then lastly, one more thing. If you haven't seen in the world of LinkedIn, we released an amazing video, our very own client, movie trailer, if you will, called The Client. It is a paradoxical over over the top exaggerated movie trailer of the woes of working with the newest supervillain in town who is obviously the client. Hopefully, you don't have many of these clients in your portfolio yourself, but, feel free to take two minutes of your time and watch our trailer. We promise it'll bring laughs. As Casey said, it laughed because I laughed because it's funny and cried because it's true. Comment, like, tell us how you feel about it. Share it with any of of your other client work friends, and, it's just gonna be a a wonderful, wonderful two minutes of, what was it, sheer popcorn eating brilliance. So if you haven't seen it right now, the client is definitely worth some of your time. And with that, I believe we are at q and a. So, Jane, if we can get you back on screen, that's great. Thanks so much. And let's, we have seven minutes here to walk through some of our questions. So we didn't talk much, Jane, about, invoicing, and our integrations to perhaps bolster up teamwork dot com's invoicing solutions and integration. So are there any plans for that? Or you can talk through a bit of the road map for that? Yeah. Great question. So there's been a lot of legwork going on over the last couple of weeks by, our wonderful, time and, billing product manager, Steven, who's been doing a huge amount of research into our billing integrations and what the future of those looks like based on the feedback that we've been getting from our teamwork dot com users and your business needs. So, there's absolutely some exciting things in the works. Essentially, what we're looking to do is to seamlessly send Teamwork data into the billing software that you guys need, things like the client data, the project data, budgets, rates, expenses, logged time, really getting that important information from Teamwork into into those integrations that you use, to allow you more seamlessly, bill for the work that you guys are doing in teamwork dot com. So definitely some exciting things, in the works there. Great. Yeah. I know that's that's a big focus for us. So, yeah, do stay tuned. That that was a great question. Jane, I'll I'll keep you in the hot in the hot seat. Someone's saying that when I view individual tasks in the pop out side panel from the table view, that task side panel has a couple subtle differences from the other task panel view that appears when I'm looking at it from the list view specifically. Can you just demystify that a bit? Absolutely. Really good question. Very observant. So that's exactly what we're looking to solve with the new task details panel. So we have a really lovely, slick, brand new design in the list view. We're going to get that rolled out everywhere. So you're absolutely right. Right now, there are some subtle differences in some of the task details panels that we have across the product. But with this new rule out, where wherever you are in the product, regardless of where you're accessing that panel, you're going to get that lovely new experience, whether it's it's in workload or, within the project itself. You're going to get a really consistent experience. I really think it's going to speed up your workflows. I think you're going to get the information at your fingertips and often lot more easily updating and tweaking task attributes as a dream in the new panel. So I think that's going to be a winner, and it's gonna solve exactly that. Awesome. Peter, question for you. If you can Yeah. Jump back on the mic. Just about, AI, you know, that's obviously top of mind for everyone in this industry. This user is saying they'd love to see some integration of AI, especially with anything regarding our workload or our time management sector. Can you speak to anything that you have top of mind or that you think we can address with, teamwork dot com's AI there? Yeah. So so we have the kind of basic AI that everyone's doing. We don't have anything that I know of personally, but I'm I'm not the closest guy to product anymore, on the time side of things in AI. What we are looking at is, using AI to help you improve your profitability. So we think, you know, there's a lot of lot of products in the industry are kinda working on AI for the workers. We think we can do something super exciting for the operation leaders in the business that's kinda differentiated and will actually really help you improve your product your profitability. So, something really exciting we've been prototype at the moment, testing with a couple of customers, and, we're just polishing it and making sure it's rock solid before we build out to more beta customers. So watch this space. Cool. I'll take a couple questions now about roles. Roles was, not only my favorite, but looks like a fan favorite. So someone asked for roles. Will you be able to create filters and reports based on roles? And, our answer is is yes. In due time, roles will be coming to those report filters, so hang tight. And then they'll also be available as a column in, our user type custom reporting. So if you're not, those are top of mind for us. And I I will also share kind of other things we're thinking about regarding, making our roles feature more robust after initial releases, exploring about adding a specific rate to a role. So you don't need to worry about the user having a rate, then the role having a rate. If they are assigned that role, they will then adopt that rate, and also exploring about, assigning tasks to a role as well. So just keeping things a bit more high level, and at that talent level. But to to answer the question about, creating filters and reports based on roles, yes, that is in the works and top of mind for us. So that is coming. Jane, on roles, let's pass it over to you for a question about this. Can the roles ability be used with the choose later function on templates? Really good question. So I think to Janelle's point, we've kind of started in one place with roles, but there's so many other opportunities in the product for us to roll this out. And choose later is a perfect example of one of the areas that we'll be rolling out roll rolling out roles. And so we will be replacing the choose later with roles. We're going to be allowing things like the task assignment. We kinda want roles to really permeate throughout the entire, we'll say project life cycle or even the client work life cycle that, Peter would have showed us at the start of the call from the planning side of things to the reporting and retrospective look back at how we performed. So we're definitely going to be integrating it into areas like templates, into tasks where you can assign, individual tasks to roles as well. So for sure is the answer. Great. Great. And I think we have one minute. So one last question, Jane. For you, let's go to my calendar. Are there plans to implement any sort of bidirectional syncs there? Yeah. Great question. So we have a huge number of the users now that are interacting with my calendar using it in the way that we had hoped, which is always a positive sign, creating time blocks, planning out their day, and then logging their time against those time blocks at the end of the day or week. What we want to do is then push those time blocks back into your own calendar. So in as an example, you know, I I have a an hour long meeting, and then after that, I want to block out an hour follow-up so that I can get all of my tasks documented. I can follow-up with the client. I I don't want anybody booking in a meeting while I have that focus time. So we want to push that time block from Teamwork back into Google Calendar, back into Outlook when we have it, so that you have that accurate representation of your day in both places based on you planning your day in Teamwork. And then also, obviously, coming in and and logging your time against the time block and logging your time against the client meeting that you had as well, all with a single click. So, definitely something that we're we're looking to get done. Awesome. Well, right on the hour, can't believe that we're, finished our time today. We could keep going with questions, but as I mentioned, we are going to explore all the questions. So we hear you loud and clear, and thank you so much for your participation today. With that, we will wrap up today's road map webinar. Thanks to Peter and Jane for joining me and for everyone in the back end for helping with those questions. And I hope everyone has a fantastic rest of your Wednesday, and thanks again. Thanks, guys. Some lovely comments that came in. So thanks for everything, and thanks for all the likes. Thanks. Enjoy the rest of your weeks. Bye. Bye. Bye.