Product Roadmap Webinar Q4 2022

Transcript for the video 'Teamwork Q4 2022 Product Roadmap':

All right, everyone. Welcome, welcome, welcome to the product roadmap webinar from teamwork for our fourth quarter of the year. Hello, everyone. We're just going to do a quick sound check and get started in another minute here. So as you if you can hear my voice and if you can see me. All right, throw into that questions, panel. You should see it on the GoToWebinar. Our control panel. Throw in where you're calling in from today. Where in the world are you from? We have team work customers, users from all over the world. No one knowing that this webinar only happens at a certain amount of time, not expecting people from all over the place. But it looks like we've got some folks from all over the place Michigan, South Carolina, white plains, new York, close to where I am. I'm in New York City right now. Amsterdam, welcome. Welcome, everyone. So again, we'll get started just another 30 seconds here and we just to know where you all are coming in from. Use that questions pane and your GoToWebinar control panel there and let us know where in the world you're calling in from. Helps us do a little bit of a sound check to make sure that everyone is hearing us. OK we've got from Texas, we've got Glasgow. Welcome, Seattle, Washington, all the way on the other side, UK, San Diego, Iowa, South Florida, got all sorts of folks. Toronto I lived in Toronto for the last four years. We're coming back to New York, Provo, Boise. All right. Again, folks, as you're signing in and other fellow New yorker, welcome, let us in that. Questions, panel, where are you calling in from today? And we are going to get started in just one more minute here. We are seeing it got a ton of people registered for this event, about 2000 folks, which is very exciting. So as folks trickle in, we're going to give them just another minute and then get started here. In the meantime, let us in that. Questions, panel, where are you calling in from today? All right. Looks like we got folks all over the place. Got a bunch from Chicago, some more from different parts of the UK from Athens, Greece. Welcome from Texas, Windsor, Ontario, Brazil, Colorado, Lebanon. Fantastic fantastic. Again, as you're signing in today, the Netherlands, Barcelona, let us in that question. Spain, where are you calling in from? Because that's just an easy way to do a quick bit of a sound check. Make sure that you are hearing us. And we are seeing again. Let us as you are coming in. Where are you calling in from today? All right. We are in the meantime, going to get started. So welcome, everyone, to the product roadmap webinar from teamwork. This is our final one for this calendar year. I cannot believe we were at the end of 2022 already. It is wild. It's been a wild few years, but we have got a ton of great stuff that we are finishing out in this fourth quarter and then a whole bunch of exciting stuff coming in the start of the new year. So really, really excited to share a bit about what has come in the last few months, what is being worked on right now and what we are teeing up. And currently getting started on looking a little bit further out. So just to do some points of business here, I want to introduce myself. So my name is d.d. de Deaconess and I run product marketing here at teamwork. And I will pass it over to my fellow folks from the product team to introduce themselves. They're the ones who will really be taking me through. Jane, can I pass it over to you? Yes, absolutely. Welcome, everybody. I'm Jane. I'm a member of the product team here at teamwork and really excited to take you through all the exciting stuff that's quite recently and sneak peek at all the stuff that's to come later in the year as well. Hey, guys, I'm Robin. I'm in the Product team as well. And x, y and z. Delighted to have you here and super excited to show you what we've been working on and what's coming maybe into next year, some really valuable stuff coming. So we hope you will enjoy it and give us a lot of feedback on it. That's what we're looking for here as well. Great Robin and Jane, head of our product team and all the product managers. And this is Jane's first time hosting this webinar today, so give her a little bit of love in that questions. Panel, we're so excited to have you join us for this, Jane. All right. OK so just to walk you through the stuff that we talk about at the beginning of every single webinar very, very quickly, but it's really important to us. We always want to reiterate it. So teamwork, we really live and breathe by our mission. It's not just fluff, it's what we actually use to make sure that we are building the right things, that we are treating our clients and customers the right way, and that we make sure that what we are creating for you is what you really need. So team works mission is to make client service teams everywhere efficient, organized, profitable and happy. So we really focus on teamwork. We've got all sorts of customers in all sorts of different industries, but the heart of soul of teamwork was built for those of you who do client work, whether or not that's marketing consultants, lawyers, accountants, if you've got clients, we really are two co-founders came from an agency themselves and built teamwork because when they were running their agency, they didn't have a good project management system that actually fit their needs for working with clients. And we've taken that and run with it ever since teamwork was founded that efficient, organized, profitable and happy. The first three you will see reflected all the way through in all of the different things we're building in the product and fixing on the product and then happy. We hope you walk away with that after this webinar and always using teamwork. So like I said, teamwork was founded in 2007 and as I mentioned, our co-founders ran that agency for about eight years before they built team or team was been around for a while. So what's really nice about that is that and I'm sure many of you have been with team work for quite a bit, so we've got a really, really robust project management platform. And that is sort of the main gist of the housekeeping items before we go on and to get you to what you're actually here for, which is to figure out and learn what was recently released, what's coming up soon, a sneak peek of the first quarter and a little bit of tail beyond. And then we'll do a Q&A at the end. So as we are going through this, here's how you participate today. Just as you were adding in where in the world that you were coming from into that questions, panel, that's what we're going to be using as we go through. We rely on you all to help us build the right things, fix the right things, improve the right things. That's why we love doing this webinar. We love keeping it live. We love that usually about 2000 of our customers register and listen to it and a number of you come live to it as well because we really take your input and put it into the product as it stands. And so the way to do that, not just to participate in this webinar, but to really influence the product as it's built and as it's improved is to use the questions pane. So ask anything, suggest anything, show love, show your frustration, whatever it is, we want to see it, we want to hear it. So use that questions. Panel, we've got all of our product managers from our product team are on the back end, ready to answer as many questions as their fingers can type out answers to. We'll have a Q&A at the end. So we'll try to get to some questions then as well. If your question wasn't answered, just know that at the end of this webinar, we take and download everything that was asked in that questions panel and the product team takes it away. And we do some analysis on what their most frequently asked questions are, what are the things we want to take out of there that we want to build next? So again, please participate not just because it makes this webinar more enjoyable for all, but because we really take it away. Just another note and I'll say this now. Say it again at the end, and I'm sure some of you will ask for it throughout. We are recording this and it will be sent out after the fact, we usually get the recording out either at the end of this week or early next week, depending on how quickly we can get it set up. But you will get an email. Anyone who registered will get a follow up email with the recording of this. If you want to go back to something, share with the rest of your team. That recording is coming. You need to hop off early. No problem. We got you. OK, that's it from me. I'm now going to pass it over to Robin and Jane to talk you through all the things that we recently released. So looking back at the third quarter of the year, all that good work we did over the summer until now. Thanks Yeah. As I've said, this is the last one of the year and I am particularly excited because a lot of the stuff we've talked about in previous webinars that was in the comingsoon section has now moved into the main attraction section. So excited to share that we've got a lot of these into the product though and already giving value to the customers. So we'll start with the first one, which I think is customer reporting if you move that on D. So it caused some reporting. And you may have heard me, as I said, talk about this on a previous webinar. So obviously we have our standard reports like the project health report or the profitability report or the utilization report. But what we found in talking to a lot of our customers is obviously we have the cost and field capability within team or we can add custom fields to projects or to Tasks and they would be important data points for a lot of our customers to capture company specific or client specific information that weren't necessarily captured in our standard fields. The natural other side of that equation is if you got the cost of fields, you want to report on the custom fields. So having the ability now to marry the cost of that standard field, the teamwork and generate the reports you want, and really be able to hone the data and the analysis that you do based on that data specific to your important data points, and give you those critical insights into the data that's important to your business. That's a really valuable for our customers. So having customer reporting out and giving our customers the ability to create the exact reports they need for those insights and to help run their business, as d.d. mentioned, in that efficient, organized, profitable and hopefully happy way. That's a big step forward for us in terms of our reporting capability, so we're super excited to have that out. We've already talked with a lot of the customers who are using this, so a lot of them already there, they're slicing and dicing their data and focusing on their are their business critical data points that are having really great insights from that. And they're really understanding their business through teamwork at a really granular level. So that's really great for us to see. So super excited to get the customer reports out. We have a lot of plans and a fairly long roadmap for customer reports actually. So you'll see start to see those iterations come out probably Q1 next year. This isn't a one and done. We're going to this a continuous effort as we really unlock the power of your own data within teamwork. So super excited to get customer reports released. You wonder did. Staying in the reporting vein again, you've probably heard me on the previous webinars, talk a lot about the time, the time aspect of teamwork, whether it's a time logging, whether it's a time reporting. Luckily, I'm delayed to mention it or delayed to say that we got our time report out in the last quarter as well, and we have seen huge adoption engagement from this already in our customer base. So the new time report is really, really a big step forward for us in a couple of ways in terms of our reporting, but just in terms of the value it gives to our customers, giving our customers a much easier and a better UX and a deeper understanding of the allocation of billable non billable time across your client engagement, across your teams, across your projects, across your tasks and really being able to see how your time is being spent and understand your ratio of billable and nonviable time. And whether I think every company. We talk to has a ratio, at least in their head of maybe 70, 30, 60, 40 or whatever it may be. I may have to see on a visual level that you can see in the top right hand corner here of the time report what the ratio is currently based on your time frame and your vectors. That's a really powerful part of the time report and what it does in speaking to the customers. And it really is helping our customers ensure that the billable time goals and in fact their entire revenue goals around the time are being met and are on track as they go through the projects. So the really insightful report, really valuable. It's also the first time really that we've included kind of really nice report visualizations and that's a pattern we hope to see in the other reports over the course of 2023. We want to make them more visual, more appealing, more interactive. So the report is the first step down that road as well. So super excited to get that out. And as I said, the adoption and engagement, we see it from our customer base in the time report so far since its release, probably just what is it a month, just about a month ago has been really, really encouraging. So we're super happy to get that out. You move on there. So my timesheet solution sticking in the vein of time. So one of the things we've heard loud and clear from our customers over a period is that the ability to easily log time in the system is really fundamental to getting value out of teamwork. And we kind of have looked at that and we've talked to a number of customers. And one of the things that really was missing was the ability to easily bulk log time within the system. So we've been working away with our time panel on a timesheet solution over the last few months, and I'm delighted to say that it's actually in a kind of a pre-release. It's been released to a cohort of 400 customers to date. And what we're able to do with it is you want to make time tracking easier and much quicker for your users, for your employees with the time solution. And also identify gaps in the week by having that visualization of the week. And you go in on a Friday afternoon or a Monday morning and look at the last week, you can see where the gaps are and easily start to fill in those gaps with the various projects or task timelines that you need to log. And it does ensure that you keep on top of your timeline. And the point was intended time logging. So as I said, we've released it to that initial cohort of users. The full release is scheduled for November. But I did want to call out today with so many of you on the webinar that if you are interested in early access to the timesheets, let us in the webinar chat. We'll try and follow up over the next couple of weeks and maybe switch the timesheet solution until we're getting it out to the initial cohort of customers. As I said, they're beginning to use it. We hope to get their feedback and their validation over the next couple of weeks. Update the timesheet solution ahead of the full release in November to make sure that it is valuable and as important as we can for our customers. So as I said, if you are interested in early access, then please let us in the chat and we'll follow up over the next couple of weeks and try and get that switched on for you. Could you please delete? NASA's budget. So this is what I've probably been talking about for a while, to be honest with you. And the latest heroes are in the product. So obviously we have our initial budgeting, our project budget level where we can do a project budget based on time or based on the fee. But in speaking to customers, that ability to really bring it down a level and have it at a much more granular level to easily identify any identify early, any source of budget overruns or underspend so that you can identify a problem as it's happening at a lower level rather than just looking at the whole at the project level, you understand where the overspends are happening as they're happening, which obviously allows you then to course correct and make sure you stay on track to reach your revenue goals and hit your relevant targets. And that's really what the feedback we're getting from the customers that are using. So we're super happy with it so far. Just in terms of the actual mechanics of it, what we allow you to do is assign a subject to a task list and manage the budget at that level. So if you've got a net, your task is to design tasks and engineering tasks or whatever. They can manage it at that level rather than managing at the overall project level and giving you that level of control and that almost atomic insight into what's happening at a lower level, it seems to be really valuable for a customer. So again, we're delighted to have that out into the product. It's we've been talking about it for a while. So to have it in the wild and having customers get value from it is really gratifying. You move on and. I just wanted to call out the permanent clause tickets from our desk product. So what we wanted to do here was we had a situation where, excuse me, customers could reply to clause tickets and it would kind of reopen the ticket and it could be on a separate subject. So they could get very confusing. I'd be off the subject of the ticket and not multiple subjects on the ticket. So what we have now is the ability for our desk users to permanently close the tickets and ensure that customers can reactivate those tickets. And so that also helps us ensure that those tickets remain focused on the typical tickets topic, I should say. And they don't morph into one ticket with 27 different issues that you're trying to deal with for the customer. So it's about, again, if we go back to our mission statement being organized, being efficient, and hopefully, that leads to profitability and happiness. But this is a really big step forward for desk, so we're delighted to see that out as well. The I'll actually pass over to Jane at this point. Thanks, Robin. Okey doke. So the first one on the list for me is, oh, a beautiful little kitten there. That's a lovely little mood booster for my first slide. Thank you, Judy. So the first one that we have is custom fields. So for those of you that may not be familiar with custom fields, custom fields are a great way to customize tasks and projects within teamwork and to really integrate your own kind of workflows and processes into teamwork in a really seamless way. So we recently released four new custom field types, which means we have a total of 7 to choose from when you're applying custom fields to your tasks and your projects. And quick tip here is you'll see on the slide table view is a really great way as well to kind get the most out of your custom field. So if you're familiar with custom fields already and you haven't checked a table view, I definitely recommend that. So the four new field types that we have released that you guys should go and have a little look at, the first one is the date custom field. So we've seen really great use cases here with adding an extra little bit of granularity into maybe upcoming deadlines or maybe it's a reminder date that you need to check in with a client or a team member on a task. The date custom field is a great way to do that. Status is the next one. So that's a really handy kind of visual pulse check and a visual indicator on the health of a task. And you can completely customize the statuses and customize the colors, so you can really kind of make that what you need it to be. The next one is the URL field and we've again seen really nice use cases here, whether it be linking to an external asset and it kind of gives more context and reduces the clutter within the task as well. So you can create that URL custom field within the task itself. And then the last one that we introduced was checkbox. So what you're kind of thinking of it here is really quick insights into binary items. So kind of Yes or no states or on and off, true and false. And so you can assign this checkbox to a task. And then like I said specifically with table view, you can cycle down through your tasks and really quickly update the value and get very quick insight into task attributes that are more custom to your workflows in your processes. So that is custom fields we can click on. Could we pop onto the next slide? Perfect Thank you. And super. So the next one is on mobile and specifically around time tracking on the mobile app. So over the last few months, the mobile team have been working to make tracking and logging time within the mobile apps, both iOS and android, an awful lot easier. So whether it will say an individual contributor, a designer developer that might be logging their time at the end of the day on the train, on the commute home, or maybe it's a project manager, an operations lead, checking in to make sure the team have logged their time for the day or the week. That's become an awful lot easier on the mobile app now. So from logging to viewing to managing time within the mobile app and specifically some of the changes we made, there were improved filtering on the mobile to get a very quick glance at what your teammates have been working on, where your team have been spending their time and faster logging of time as well. So we have introduced the concept of duration. So you can very quickly go in and just jot in an hour and a half to say you've been working on a specific task rather than having to worry about the start and n times. And then the last one is improved edit and management capabilities as well across both iOS and Android apps. And I think the next one, this is the exciting bits, the coming soon. So I think, Robyn, I'm coming back to you for this. Yeah, sure. Can you move on again? Definitely cool. So the first one we wanted to give you a preview of is scheduled reporting. OK so if I go back to what we talked about with custom reports, obviously we've got a much stronger and more valuable reporting capability at the moment. But a running report for yourself probably isn't that valuable because you want to share it with your stakeholders and potentially your clients with the scheduled reporting solution will do will automate the delivery of your team or reports to whomever you like so you could set it up to run on a Monday morning and get the previous week's report and deliver it into an inbox on Monday morning of the relevant project stakeholders. And what it does then is obviously you can set it up, you can configure it that way. You're sure that every Monday morning that report is going to be in the inbox and that obviously improves alignment. And again, if we go back to our mission, it's an efficient way of doing it. Everyone's more organized, everyone's on the same page with the report, and everyone's aligned with the senior stakeholders with maybe the status of the project or whatever other report you're running. So really like our nirvana for this is that you go in and you create your custom reports based on the data fields that are important to you, and then you schedule the report to go to your senior stakeholders on the Monday morning, and they get these really valuable reports automatically every week. So that kind of whole reporting capability, we think we're really improving the value of that. And your reporting is going to be a key part of that schedule. Reporting is actually going to start being rolled out next week. We pretty much signed off on it today just before I came on this, actually. So I think we're looking at an internal release tomorrow just to make sure everything goes OK and then we'll start rolling it out next week. So you start to see that in the product from probably from the middle of next week onwards, you should have access to it on the scale plan. You've underappreciated Slack automation. Perfect, because actually you must be wondering what I was doing just before this meeting. Just before the meeting we actually got notifications from Slack that our Slack app has been approved. The updated Slack app, I should say, has been approved to start this rollout next week as well. Essentially what it does is it allows you to automate the Slack notifications again to ensure alignment, to ensure everyone's organized and on the same page and to ensure everyone get the same updates. So what you'll be able to do is set up an automation to notify users via the relevant Slack channel when important updates are made to a project or a task. So any particular updates that you're worried about? They'll get that either directly in Slack to the person or ask to the relevant Slack channel that you can select. So again, that alignment, that organization makes sure everyone's aware of what's going on, making sure everyone's pulling in the same direction. That's Slack automation. Following on from what we did with the hotspot automation, that model of our integrations with the automation system is really working well for us. We see a lot of value in this. So again, you start to see that again on all plans that will start to be rolled out next week. You run. Perfect get the big one. Retainers so the retainer solution to help manage ongoing client engagement. So obviously we talked to a lot of our customers. And one thing particularly over the first half of the year, those conversations coming back saying that a lot of our customers revenue and business and projects are tied up in retainers. So we were hearing upwards of 60, 70% of our customers work was tied up in retainers and there wasn't a really good retainer solution than what we found was a lot of our customers were doing it manually. So whether that was manually managing or the underspend or manually the reporting or the understanding of what was going on in retainers, there was the really good programmatic or systematic way of managing, managing the retainer and also reporting on the retainer. So that's why we decided to do a retainer solution. So that's currently in engineering at the moment that it's going quite well. We would hope to have it out to a retainer panel, hopefully by the end of this quarter all going well and then probably a full release in Q1. But what about version won't look like you'll be able to manage and report easily on your retainers. You'll understand your attendance performance at a glance. And really the key, key value sell of the first one is the ability to programmatically manage that over underspend. So if I have a $1,000 a month and retainer and the customer is actually spends 1,500 or uses 1500, or the corollary uses less, uses 500, what happens to the overrun expense? So is that one and done or is it easier to lose it? Do you get it done to the next month? So you'll be able to set all those options and manage your retainers automatically as you go through the various months or the various periods of your retainer. As I said, we are working with a retainer panel on that. We're constantly validating our approach. We're getting fantastic engagement and feedback. So if it's any of the retainer panel on this, I would like to Thank you because it really is helping us as we hone in and getting the solution ready for primetime and release into the product. So it is on the way. We as I said, we do hope to release that to a cohort before the end of this quarter with a general release following in Q1. You run it perfect. So company timesheets. So again, we've already talked a little bit about the personal timesheet and that's really your day to day, the time logging. I want to log my time, I want to log it easily and I want to be able to see what's going on across my time periods. The company timesheet then is probably aimed at a different, different employee. It's probably aimed at the project manager or the agency owner who wants to look across all their employees and see where the gaps are in terms of the time that's being logged. So they can quickly understand that at a company level who has or hasn't log time and then they can see it in relation to the Daily capacity of an employee. And what we're aiming to do here is help ensure that you're logging time and billing for that time in a timely manner. And again, that was intended and what we're going to marry the company timesheet with in Q1 a little later, we need to flesh out the details that are a bit more, but the team are going to start working on this quarter. It's time reminder. So for example, if you can come in here on a Monday morning. And you can see the three employees haven't logged time, our system should be able. The goal of for us is that our system will automatically send them an email to say, you know, you've got this gap in your timeline. Can you please hurry up and log your time? Because we do realize, obviously, first of all, how important time logging is to each of our customers, but also what a pain it is to have to manually chase people to log their time. So again, we want to that whole holistic approach of time that we're talking about over the last couple of webinars, the time reminders and the company timesheet are going to be prior to that, identify the gaps and have them automatically remind them to log that time in a timely fashion so that you can actually understand what's going on with your business and you can build and get the revenue into your business in a timely fashion. Cool can you move on there? Oh, I think I'm handing over to Jane at this point. Sexy or indeed perfect. Thanks, Robin. So the next thing that the team are going to be working on this quarter is client FUSE. So what we essentially want for teamwork is for the tool to reflect how you work and to help you get kind of quicker offsite insights and updates into the things that really mattered. And as a result, we're working on this exciting new feature, which is going to allow you to look across all of your clients and get kind of a quick snapshot of the important information based on the client account. So we're going to introduce a couple of new capabilities, including the ability to create an account owner. So you have kind of an account manager set up internally. You can create an account owner within teamwork and who will be responsible for managing the relationship with this client. We're also going to be introducing the concept of client health again. So you get that really quick at a glance, understanding of how the client is performing within your team work account. And we're also going to introduce the ability to kind of categories or label your clients using tags. So again, we really want to give you that top down view bird's eye kind of insight into how your clients are performing and then use that as a basis to drill down and understand a little bit more. This is the first step in a very exciting kind of roadmap that we have around managing your client within teamwork and really putting clients in the center of how you use teamwork. So this is one that I'm particularly excited about and hopefully something that we'll get into your hands very early in the new year. We move on to the next one, Judy. Perfect I'll just come back in on that one. There's one other one there for the desk team. So sticking with the time that was in the wrong order, obviously we have something coming, a desk for our desk master out there. And I know you guys are out there. Will you be able to time track directly to teamwork? So if you're working again on those retainers and you have some time that you want to track it, you can log your time directly to teamwork. And that will give us the holistic view of the time tracking around that. It's a really time saving functionality and it removes the additional step of t'shuvah lag time to a project and then associated the tasks. So streamlining that process and again, as we aim to make it more efficient, more organized, profitable, happy. Soubry so back to myself. The next one that we have is another really exciting one. And one that we have people buying on the door doors to be a part of the early access and to get their hands on as soon as possible. So proofing proofing is going to be another big one in kind of the core of teamwork. So what we want is for team work to be the single source of truth for all of your work through all stages of its lifecycle, essentially. And something that we have heard a lot of over the past number of months is that kind of chasing feedback and approvals from plans can be a huge time sink. And we've actually heard that it results quite often in missed deadlines and putting extra pressure back on the team to deliver in a certain time frame when you haven't got the approval that you need at a certain point in time. So as a result, we're going to be introducing proofing. And what that's going to allow you to do is to seamlessly manage that live approval workflow of proofs within teamwork. So with this new feature, you'll be able to create a proof within team where you'll see the status at a glance, which you'll see in the image here and the race. You'll be able to manage a proof through its entire lifecycle. So from creation to internal revision, submitting it to the project manager to review and then actually submitting it to the client. And what's quite exciting about this one is that we're actually going to have an external shareable link with the client where they'll be able to make annotations and give some feedback, resubmit for revisions, and then actually can directly approve the proof as well. So it's going to allow all of that happen to it within teamwork rather than kind of siloed emails and slide conversations and comments on tasks. It's all going to be under the one roof. So that's one that we're particularly excited about. You can jump onto the next one, Super so this is another one that is a Biggie and has been a huge topic of conversation internally over the last few weeks for a very good reason. So the board views within teamwork are an incredibly powerful feature. I'm sure most of you use them in your day to day already, and and they essentially allow you to manage tasks through a specific workflow and see the status of work within a project at a glance. However, one of the things that we hear often and have been hearing a little bit more of recently is that it can be tricky to manage these workflows across multiple projects and to get a really concrete understanding of how work is progressing through a particular workflow or through particular statuses across multiple or even all of your projects. So what we're looking to do in teamwork to combat that is to create this kind of cross project board for you within teamwork. And it's going to better support agile ways of working as well. And it's essentially going to allow you to create more streamlined ways of working across all of your projects. And by creating specific workflows that you can place projects. So if you have a kind of number of statuses that are tasks move through in a design workflow versus the development workflow, you'll actually be able to create them at the top level and then apply them to your project. So you'll have that kind of single place of management, the single place to view how work is going through these workflows across maybe all of your projects for a specific client or all of your projects for a specific team, it's going to be incredibly powerful. And it's really going to give you that kind of bird's eye view of what's going on across all of your teams and all of your projects within teamwork. Super if you can move on to the next one, Okey doke. And then the last one for me is the release of our new teamwork. So I'm sure many of you have already made the exciting move over and have checked out the new team work and are getting value out of a lot of the nifty new time saving features that we have in there. Things like the jump to panel, which allows you to quickly access your recently visited projects and even the customization of the side navigation panel as well, where you can pin or unpin the features that you want quick access to. So definitely check the site if you haven't already and we will be sunsetting the old teamwork. And when we say old teamwork, we are referring to when we have that kind of top level navigation. And so that will be happening in December at the end of this year. And so I definitely recommend making the move. If you haven't already, you can switch your entire account over as well, which you can see in the screenshot here. If you've made the move, you can bring your whole team over to the new team work and make sure that everybody has time to get up and running and get familiar and really start getting the value out of the new time saving features with the new teamwork. And that's me. OK great. So we're now going to talk about what is coming up in Q1 and beyond. So I'll pass it right back over to Robin and Jane. But again, these are things that we are starting to do research on, do some initial design and development on an are coming, but not until 2023. So back over to the two of you. Yeah you wonder did. Put anything. You've got the first couple. Yes, absolutely. So the first one that we have here is a two way calendar thing. So this is an incredibly exciting one. And it's one that's going to unlock a lot of value in different areas of teamwork. So there is kind of a collaborative research project going on here into account interface based views of tasks as well as actually integrating external calendars into teamwork. So Google calendar, for example, where we're really kind of trying to validate the value of being able to see all of your tasks and all of your Google Calendar events in a single case within teamwork, just to allow you to better manage your day and to better plan your tasks and your day. So that's one that we're doing a lot of research into at the moment. The next one is an improved templates gallery. So we actually did a good bit of work earlier this year in improving the teamwork templates that we have. So if you guys haven't checked out teamwork ad templates already, I definitely recommend it. We have a lot of pre-canned prebuilt templates that you can leverage to get up and running more quickly. But we did a lot of work on improving the actual content of those templates. But the next thing that we're looking to do is make templates a little bit more accessible and put them in a place that you can get at them a lot more easily and manage them. A lot more easily. Get a little bit more granular with how you create and manage templates. Being able to categorize your custom templates, for example, there's a wealth of stuff there that we're looking into and that we're doing a lot of research into, and so that's definitely going to be a big focus for Q1. Cool Yeah. I think I've already talked a little bit about time reminders. So again, just to reiterate, we know what a pain it is to have to chase people to allow their time. So we want to give you the visibility to identify where those gaps are. But we also want to take that pain away by having that done programmatically through teamwork. So time reminders is something that you'll hopefully see in q one, the other one that came back a lot in our time research and our time feedback and actually even in the last webinar here was time approvals. So a time approval workflow before obviously to go to be invoiced to the customer or something. So that's something we are looking at and the validation on it. And the feedback on it's come back quite strong. So that is on the time roadmap as well. So you can get an easy way for a project manager or an agency owner or whomever has a responsibility to approve the time logs so that you can build out your clients in an approved fashion. The next one is the updated user rate solution. So when I always think about our budgeting or our profitability reports or whatever, there's two foundational stones to it. There's the time because obviously you want your users to log the time within teamwork. There's also the user rates component of it. So, you know, I might charge Jane out at $1,000 an hour, whereas I might be charged out of 500, but our cost rate might be 800, my cash rate might be 700 generating that profit per hour. I use a rate solution, has a couple of blockers on and I think it's not as powerful as it could be in terms of particularly rates in the past and having rates for certain periods and updating those rates on historical data. So we want to obviously change that to make that as flexible as possible, to allow you to really, really use that solution in tandem with time to really generate that revenue that you're looking to generate. So we are doing a lot of research on the user rate solution at the moment, and we would hope to see the fruits of that research come out in Q1 with an updated user rate solution to make it a bit more flexible within the system, to give you the flexibility you need when you're managing those cost rates and those billable rates that you have. Last one on this list is the EMS team's automation. So again, I think I mentioned already you've seen it with the HubSpot automation. You'll see it next week with the Slack automation when it's released. So that marriage of automating with a third party integration and MS Teams is the next one on the list. So broadly similar to what we're trying to do with what we are doing with slack, getting those updates to the relevant person or the relevant TV channel or the relevant team in teams. When an update is made on a task or a project team work that would be reflected in the relevant team's channel or to the relevant MS Teams user. So that's something we are looking at as well. That's kind of the triumph, what we talk about when we talk about these things, we talk about Hubspot, we talk about slack, we talk with MSC and the teams is in progress at the moment that we would hope to see that again be released into the wild in Q1 of next year. But that is coming as well. But I think that's it for the next industry back there. Fantastic OK, great. So I'm just going to take you through. Oh, got. Sorry before I take over again to take us through the Q&A and then some of the additional we've got some and more for you here. So we'll just take this through and then we'll have lots of good time to answer your questions in the Q&A. So a few things here just of note. One is we've got a webinar coming up about mastering agency profitability. I've got a fantastic guest speaker for this, Megan Bowen, who's the CEO of fine labs, really fantastic woman and a really fantastic agency. That webinar is going to be all about agency profitability. So everything from resource management, managing your time, managing your budgets, basically the ins and outs of profitability as an agency which as we all know, is key. So that is coming up on Wednesday, November 9th. So mark your calendars for it. We'll send out an email invitation shortly if we haven't already done so. Be great to see you there. I also am so excited to announce the launch of teamwork Academy. We've just launched this. Oops, we just launched this into beta, which it will remain for a couple of weeks and then it'll be out to all. So if you are getting started with teamwork just now, if you've got someone new joining your team, if you just need a refresher, we are launching teamwork Academy tons of great courses. We're starting out with 20 already. How to create work, how to manage your work, how to set up basically all elements of what it goes into using teamwork well, but also how to run your agency well and do project management. So definitely check that out when it comes out to all Academy teamwork, I'm really excited about that one. Um, just to flag it again, I think we've mentioned it briefly before. Couldn't resist, but we've got a newsletter called The brief that we send out. It's a sum of every two weeks of our greatest hits that we put out on our blog. You can register for it just by subscribing to our blog. And instead of getting any kind of daily, weekly emails, it's just twice a month, you'll get the top hitting ones that we've put out. A lot of great content coming up from our blog. Some stuff having to do with the product itself, most of it having to do with just the topics, particularly for those of you doing client work that are most important. OK I am going to head us into that about 15 minutes left and a lot of time to do a good Q&A. So, again, as you've had your questions, you've been throwing them to that questions, panel, but feel free to keep putting them in there. Now we've got a bunch of folks answering them on the back end, but those that we don't get to, we always pull and take a look at. So if you've got questions or feedback that continue to throw it in, but we've got a few marked out right now for our Q&A that I will throw over to Robin and Jane. So thank you all for adding them in as we've been going, pulled some of them out. All right. One for Robin. So this says, love the time report. However, it doesn't include time for archive projects, even if those projects fell within the time frame. Is there any plan to fix that or give an option to include or not include that kind of data? Well, first of all, delighted to read someone. Another person loves a time report, so appreciate that. That's a really good point, actually. On the archives, on the archive projects, that is on a radar. It won't happen this year, but it will be hopefully in Q1 next year. And it's something we're conscious of. A lot of the archive projects are kind of put away and forgotten. We need to do a better job of capturing them and reporting on them just because they're archived doesn't mean you don't need the information from them. So that's a really good question and that is something that's on our radar and we would hope to see we will expect to see coming into the time report in The New year. Great another one on time and budgeting. So for you, Robyn, will the task list budgets that's just released take into account some of the task time estimates for that list? Or is it entirely independent manually assigned? That is a super question. Right and it kind of goes to a bugbear of mine that we're hopefully going to address in 2023. We don't do a good enough job of leveraging estimates. So you all a lot of our customers go to a lot of times. Spend a lot of time doing their estimation. And we don't really reflect that back certainly in my area as well as we could. So we've been talking to a number of customers about this stuff. You know, even if you did your estimates, getting a budget estimate from all the estimates based on the cost and deliberate, et cetera. So that is something we are looking at. You're going to see at the moment, it doesn't it isn't connected with the estimates at all. It is you manually you manually set your fee or your number of hours on your tasks budget. But that is something we're absolutely conscious of. And it's a really good question from that point of view. We do want to do a much better job of leveraging the estimates that our customers make in the product and using them as a basis for calculating stuff like budgets, like task budgets and other areas in the system in terms of our reporting as well. So not there at the moment, but definitely on our radar and something we'd hope to see a movement on in 2023. Over to you, Jane. Got a question about how do we move to the new teamwork before it happens for all? Yes, great question. So if you're still on the classic teamwork and you'll see a purple button up to the very top right hand side of your screen and it will just say, try new teamwork. All you need to do is click in there. We'll actually ask you a question as you transition over to the new. And the purpose of that is to kind of customize and tailor the new team work based on the type of work that you do. So if you're more of a senior role in your team and you're more concerned with resource management and reporting, we will actually auto pin those items to the side navigation panel for you if you're somebody that's more concerned with delivering work and tracking your time. We'll make sure that that's what you see in the site navigation panel. So all you need to do is click that, train your teamwork button and you'll be brought right in. Great I have another one about the sort of new layout of teamwork that I primarily use my calendar view. Is there a way to pin that instead of having to go through the more options? Yeah, absolutely. So that's really one of the selling points for me of the New teamwork is that you actually have that customization of the slide navigation panel. So if you want to make a really cluttered view and just have my work time and calendar, for example, you can unpin all of the other actions on the slide navigation panel and make sure that calendar is there with a single click. So you can jump in. And as you need to. So yeah, absolutely. Right one question, I think, Jane, probably for you about spaces. So teamwork has a number of our core set of products for teamwork. And then we also have some add ons, chat spaces. Spaces is one where it's essentially a document system. And the question is, do we know if spaces will be integrated into projects so that your documentation can be sort of better connected in with the project itself? Reading a question and I think I can't remember exactly the slide it was that I mentioned it on that what we want in teamwork is to be kind of that single place that you can manage your business from one end to the other. You're kind of from your proofing to viewing and logging your time logs and managing your tasks. And what space is essentially enables is the ability to kind of collaborate and share content and documentation, like you said, with your teammates and even with your clients if you need to. So absolutely as things in the works to look at getting spaces into teamwork and I'd actually love to speak with whoever asked that question. It's something that we're looking into. And Helen, one of the product managers who's typing away furiously in the background, answering questions. Helen and I are doing a bit of a research project. This quarter into that, so I would love to chat with whoever asked that question, but the short answer is yes, Yes. We're looking at bringing spaces into teamwork. OK OK. Back over to you, Robin. Have some questions about the Google Calendar sync. One is, will we be able to log or assign specific meetings in Google Calendar or assign specific sorry, assigning specific Google Calendar needs to a project. This will be a huge help and streamlining for billable meetings. Yeah, that's a great question. OK so there's a couple of use cases we're looking at in terms of the calendars that we're looking at. And just to emphasize, we're starting with Google, but that won't be the only calendar. We do plan to move on to other calendars like Microsoft Outlook calendars and such. One of the use cases that's really that we're really investigating at the moment is the ability to map your calendar to your timesheet, for example. So what this person is talking about here is the ability to log or assign a specific Google Calendar meeting to a project. So what we want to do is have the ability to baby and this is embryonic with so the final solution, you can't hold me to this, you know, caveat emptor, the ability to maybe select a Google Calendar meeting and turn it into a specific task in a project or an event in a project or something like that, and then log the time automatically against it. Those are the kinds of things we're looking at. So really we don't just want to get the calendar into the team work. We want it to be really valuable in areas like workload planning, resource scheduling, timesheet time logging, all that kind of stuff. So these kind of use cases that this user are asking about, that's exactly those are exactly the kind of conversations we're having in here about where we can take the calendar once we have the capability in there. So that's a really good question. Those are the kind of things we're looking to do with calendar. We want to make it integral to how you manage your time and manage your work within teamwork and make it as easy as possible as that you just said streamline the process for billable meetings. So the short answer is, yes, we are looking at all those things that we would expect see them hopefully roll out over the next year once the calendar functionality is there. But again, just emphasize, we're starting with Google Calendar. There will be other calendars to follow after that. Right back over to you, Jane. Question about custom fields. Is there a plan for custom fields to show up on other views like the list view or the board view for you to go question? So we are working for the rest of this year and into early next year on giving this view a bit of love. So we're going to be improving the user experience of quite a bit and making things a lot quicker, a lot snappier when you're adding tasks. And if you need to update task properties. So we're working hard in the back range on getting that done. The step beyond that then is that we really want to kind of give it a little bit more customization hopefully to list you as well. And in doing that, we're going to look at making custom fields more visible within list view. So the answer is definitely Yes to that one. I'm really excited for you to see some of the changes that are making a miscue. We've tested them with a few users at this point. And they've been really well received. I think it's going to save an awful lot of time when you're building a projects and going in and creating, updating things. So there's a lot of very exciting work being done there. And I would say that, yes, we'll be looking at making sure the custom fields are more closely integrated into list view from that point on as well. Great one for you, Robyn, about company timesheets, who is it available for? Is it just at the administrator view or can you actually add in collaborators to and on? Yeah, that's a really good question. So that's TBD at the moment, to be honest with you. We're constantly looking at this and evaluating in the conversation we have with our clients. So just in terms of the planets on the person time sheet is on the grow on scale plan. The company timesheet, we're looking at that the moment. It's definitely going to be on the scale and the question is whether it goes on to grow as well. So that that's typically, as I said, in terms of being available for collaborators and administrators or just administrative view, I kind of change that around a little. And one of the things we really want to do is give you the most accurate view of time possible and give that to the relevant people. So we are looking at these things to make it, whether it's the importing of time logs from a third party contractor into the timesheet, all those factors in terms of how collaborators view it. Can collaborators come in log time? Can they view all those things we're working through at the moment? But again, our goal is to make it give us complete picture of time within the company timesheet as possible so that you get that, that, that holistic view of what's going on across your company. So those are the kind of questions we're working through at the moment. The basic functionality is there, the basic solutions there, and these are the kind of nuances and the more sophisticated things that we're working through at the moment. So I don't have a direct answer on that yet, but you will obviously inform our users when it comes out about how it's going to work. But if that user does have a specific, specific use case, we'd love to reach out and have a conversation about it to understand that a little better. I know Michael, the product manager for timesheets, is on the call, so we might reach out to that user and have a specific conversation about that use case. Yeah and as I said before, the questions and the comments that you're putting into questions, panel really do influence how we build our product. So thank you for the suggestions, the questions that you're throwing in there. One for you, Jane, about boards. Are you looking to have boards for individual users workflows and not by projects? So for example, an individual user being able to have a doing done deployed board for their own task lists. Really nice question. And it's definitely something that we've been kind of considering. Hopefully once we get this new cross project board view and that's likely the next thing that we're going to be looking at in terms of Kanban views and being able to plan your work. We have a really solid roadmap for my work and some of the things that we're looking at doing is kind of creating more custom spaces where you can drag and drop tasks and plan your day specifically based on tasks maybe that are least are due today or upcoming and really give you that flexibility to come in and use my work as a hub to base your day off. It's where you can come in first thing in the morning over a coffee plan. All your tasks drag and drop things to where they need to be. Maybe in light of some calendar events that you have being Fed through from the Google calendar, like we mentioned, and then being able to execute on those in that order. And the other thing that we've been looking at is, is planning your work across multiple projects. As we'll say, an individual contributor is a designer and being able to plan my work in a Kanban view as well. So it's definitely something that we've heard. It's something that I would say we certainly would be looking at and we'll likely probably start digging into it a little bit more early next year. So I wanted to ask that question and we'll add it to the interview list for looking into the combined view of tasks in my work. Straight back to you, Robin. Just ping pong and back and forth. The question about hourly rates. Are there any plans for allowing hourly rates to be assigned to companies? We charge a different clients, the companies different rates, and it'd be super helpful to be able to set the hourly rate once and have it automatically apply to any new projects that company. That is a super idea, genuinely. And as I said, we're doing user research as well. And it kind of goes back to what Jane talked about earlier in that client view. We're trying to get up to that level where we don't do things on a par project basis. We do things on a client or a company level. So the ability to set a rate for company because you've agreed that across multiple projects, that's obviously a timesaver. It makes everything. Everyone's on the same page. It's no issue at rates. That's a super idea. And we're going to take that on board and take that back to the user resolution. So Thanks. Whoever whoever suggested that, that makes a ton of sense. One more thing for you, Robin. Does teamwork have anything to help us identify what our team members weekly capacity is? Yeah, we use workload for that. So that's I don't want to get into the complexity of the workload on this particular call, but that's exactly what our workload is supposed to do. To be able to see over the way I always put it is it's into two workload. It's kind of short term over the next one to 3 weeks, 1 to 4 weeks, once to capacity on team. Where do I have gaps to kind of make sure everyone's fully utilized and then the planner kind of goes Almora to a 3 to six month view. So, you know, in terms of forecasting, when I need resources and all that kind of stuff, the workload is designed specifically for that to be able to manage that kind of scenario. So again, happy to jump on a call with that user at some point to go through it and show how powerful that solution is. Yes, the answer is Yes. The workload is really where we want the users to go to answer that question. Great, Jane. A lot of excitement and a lot of questions about proofing and that new feature. Any more specifics you can let the people know about when it's expected to be released. Yeah, absolutely. So proofing is currently in active development. guys are working away on it as we speak. So what we're aiming for is to have a kind of an early access release hopefully by the end of this year. That's what we're really working towards. So again, actually I'll put a call out similar to Robin earlier. If there is anybody that would be interested in being a part of that group, we can start putting together that list as early as possible. So if you are interested in being a part of the early access for proofing pop in a question or popping your name into the question box and we can make sure that you're included. But the goal that we're really trying to hit is to hopefully have something in an early access capacity by the end of the year. Right OK. I think we've got time for just one more. I think, Jane, for you, what is the status of the custom fields being able to calculate information based on other custom fields? Good question. That's probably one that will kind of stem across both Robin's area and mine. So it is something that we have explored in the past, and it is something that I would be fairly confident will be implemented is probably more a case of than if that would be an incredibly powerful feature. Specifically when we look at that custom reporting that Robin was talking to earlier, being able to pull together totals from different columns, whether it's, you know, subtracting your log time from estimated time or whether there's custom data that you're inputting because of the custom field options that we have. Now There's huge value in that. And we acknowledge and are definitely aware of the value that would bring. So I would say it's certainly something that we'll be looking to implement likely probably in the custom fields and then maybe in kind of general custom field applications as well, maybe in tasks and projects views. So it's certainly something that's on our radar. Yeah, great. OK we have hit our time here. So a huge Thank you to all of you for joining us today. Our next product roadmap webinar. We'll get it up on the calendar as soon as possible, but it'll be the start of the new year. So thank you all for joining us for our final one of the year for asking such great questions, for taking the time to be with us. Thank you to everyone in the background from teamwork who is helping to answer questions. Huge Thank you to Robin and Jane for taking us through and have a great rest of this year. Calendar year. See you in the new one. Thanks, everyone. See you. Bye