Product Roadmap Webinar Q4 2023

Transcript for the video 'Q4 Teamwork.com Quarterly Product Roadmap - Oct 26, 2023 10:30 AM - (58m 46s)':

Hello, and welcome everyone to teamwork dot com's q four product road map road map webinar. Thank you so much for joining us. It's great to see our participant number climb. We have full house today. So thank you so much for joining us. Again, this is teamwork dot com's q four product road map webinar. It's wild to think we have about six or seven weeks of the year left. But just to make sure you can all hear me and see us Drop in the Zoom chat where you're calling in from today. I agree, Marcus. Where did the time go? So just drop in the Zoom chat where you're calling in from Chicago, Kentucky, Jersey, Florida, Oxfordshire, South Dakota, Long Island, Ontario. I'm in Ontario, Canada. I'm just outside of Toronto myself. So once again, as you are jumping in to the product roadmap webinar, let us know where you're calling in from in the Zoom chat. We have people phoning in from Seattle, from Florida, from Phoenix, from Alabama, another Chicago resident. Oh, lots of Chicago representing. Or else were you calling in from Denver, Toronto, by Monica, about an hour east of you in Kitchener, Waterloo? Mississippi, South Africa. Calgary. Oh my gosh. I heard you had snow yesterday, so hope you're hanging in Karen. We got Reykjavík from Iceland. Thanks for jumping in. Once again, we're just gonna take one or two more minutes here just to make sure we're all in the right, in the right space at the right time. Let us know in the Zoom chat where you're calling in from. Denver, Georgia, Quebec, Tampa, Manchester, Brazil, United Kingdom, Toronto, Raptors got their win last night. First, the NBA game of our of the regular season, Toronto Raptors pulled off the win, Oh, Czech Republic, Montreal, Texas, Raleigh, London, Ontario, close by, South Florida a lot, in North America. Thanks for jumping on. The Philippines, California, Massachusetts. Arizona, Halifax. Oh, I love Halifax in the East Coast. Iceland. Anyways, keep letting us know where you're calling in from. We have full house. So we're gonna just jump in and get started here. My name's Janelle. I'll be, the host today. I'm a product marketing manager here at teamwork dot com, and I'd like to pass over the mic to Jane and Robin to also introduce themselves. Hey, everyone. Good to see you again. I also cannot believe that it is q four. Where has the year gone? Thank you all for taking the time to join us and looking forward to jumping in and taking you through some of the things that have been recently released here at teamwork, and some of the exciting things that we're working on towards the end of the year and into next year as well. Yeah. Hi, everyone. Welcome to our quarterly meeting. I would also point out that as well as being the last webinar of the year. It's also changed last webinar as an unmarried lady because in four weeks, she's off to get married. So give Jane lots of love, herself and Rob in a couple I think three and a half weeks. No. Sorry. Getting married. So we're all very excited and congratulations to Jane and Rob. Thank you, Robin. Thanks, everyone. No problem. Awesome. Yeah. Big congrats big congrats to Jane. It's not a webinar unless Robin throws in some personal news on our behalf. So we just like to start out reiterating teamwork dot com's mission. We live and breathe by this. This is our north star. We align everything in terms of our product road map to this statement which is to make client service teams everywhere, efficient, organized, profitable, and happy. And this comes from a very genuine place since teamwork dot com was founded in two thousand seven, but before that, our own co founders actually ran an agency themselves for eight years actually and they were realizing nothing in the market is suited specifically for agency needs, thus they went forward and created teamwork dot com. So it's a it's a great story made for client services people agency people ourselves. Our agenda today is to talk about what has recently been released since we connected in the summer, our coming soon features a bit of teamwork dot com news in general with an and more section, And then everyone's favorite. We have our Q and A at the end. We'll hopefully reserve about fifteen minutes or so at the end. We love our enthusiastic, audience. So please do participate today. Thank you everyone for using the chat already. We really rely on your feedback, your feedback, your input, in terms of the product road map development, We have product managers on the back end of this webinar with us today who will be furiously answering questions If we don't get to your question, not to worry, we download all of the questions, we look at them, we analyze them. So we do listen a lot to you folks but if you do have a question throughout today's webinar, please use the Q and A. We'll be monitoring that to address questions on the fly. You can use the chat as you have been to say hello, leave a comment. And then, of course, everyone's favorite, use those emoji reactions to show us your love and and and give us some emotion as well. And just as a final reminder, we are recording this. So if you are jumping in late or have to leave early, don't worry. We will get this recording your way over the next couple days via email. We just thank you for spending a bit of your time, or all of your time if you're able with us today, and you'll get the whole rundown in just a few. Alright. Without further ado, I believe I am passing this on to Robin. Thanks, Janelle. Yeah. I'm up first this quarter. So one of the things we want them to do today We had a bit of a chat about it. It was kind of to kind of double down and watch. And then I was saying, show you the power of the customer feedback. In terms of some of the iterations we've been making some of our solutions. So the first thing we have up here is a timesheet improvement. So we released timesheet to think it was originally back in March. We're very happy with how it's gone so far. We got a ton of feedback straight away. We iterated on that feedback pretty quickly. And over the current last couple of months, We've been taking off additional piece of feedback, citing them, designing them up and putting them into the into the time sheet solution. So Obviously, there's been a number of UI improvements. We've now got advanced sorting in there. We could show any tasks with time logged. We can now show unavailable time, which is taken from workload. And we can show any of my tasks. So just allowing the users really to get their personalized view, the timesheet, to make it more efficient for them when they're logging time, and to give them a better overall experience. So I wanted to call that out in terms of what it wasn't a a huge solution release over the last couple of months. We have been constantly reviewing your feedback taking the high priority issues and the ones that everyone's asking for and putting them into the solution. So time sheets is always improving. So if you haven't using it yet. I'd encourage you to take another look. We're quite happy with how it's gone so far. I think we're up to almost thirty percent of our account. They're using it on a regular basis now. To log time, but that just shows, as Janelle mentioned earlier, the power of customer feedback. We review everything, and we're constantly listening. So I do appreciate you taking the time to provide that feedback to us. It helps us make our product better. And another example would be in the time reminders. So, again, time reminders, I think, was probably more on the June, July time frame if my memory serves. We brought it out a fairly life initial version, a lean version. And, again, we got a lot of good usage, a lot of good adoption and some great feedback. So Again, we've iterated on that as quickly as we can. So, you know, if the power to remove certain teams users, certain teams and or users from the reminder so that it's accurate Not everyone, you don't want everyone to get the reminders potentially. You might have some people who are absolutely fanatical about logging time and never missed the time logs. So you maybe don't bugging them with spam. So you can now exclude those from getting time reminders. And we also increased the send time options for time reminders. So to give you more flexible cadence to fit into existing schedules or workflows. So you can set it at different times of the week now rather than kind of, kind of more lockdown where we had initially. So there's just that little bit more flexibility again based on the feedback you guys were giving us. So again, I appreciate you taking the time to provide that feedback. It really helps us make the product better. User rates. So you may have seen our user rates solution has changed over the last couple of months. So slice one and slice two have been released. We'll talk about size three a little bit later on. I do have a date for that as well. But really, there's a couple of things with it. Right? And and we've talked about this on the webinar before. Our user rates solution previously was barely tucked away, not very discoverable. The UX wasn't as optimized as it could be. And simple thing seen the rates history wasn't available within teamwork. So, I mean, I've dealt with a number of support calls with our revenue team where they have to go into the data get the rates history to solve a, I don't know, to answer a question or solve a problem for a customer. So we've made that rates history available now within teamwork. So you can see actually when any of the changes were made. And understand the the changes through the life cycle of the the project or the resource in terms of their user rates. We got much better UX, I think, on it. Now the search is a lot better, and, you know, do you believe the bulk edit them? So we've we've really elevated the user rate solution and the the big one as I'll talk about in the coming features, the slide three is is on the verge of being released as well. So we're super excited to see that coming to fruition. The updated desk UI. Yeah. So you may have heard me talk about this a little bit as well. So what we were trying to do here is obviously we have our our desk product, and we have a team of product, and they they were providing different user experiences. So we took a really, big chunk of our desk resource, and we wanted to make that that UI uplift to mirror what's going on in teamwork. So the to get that consistent UX across both desk and teamwork dot com. Rather than sometimes where they felt like maybe two disparate product products, they now actually feel like products in the same family, which is great. We've got a lot of good feedback on that again. So what we wanna do really with this is we gotta move it towards the CMS user experience across teamwork dot com. That when you log in to either desk or teamwork, you know you're in the teamwork product, and you know you're following teamwork workflows and seeing teamwork patterns. So that rollout is ongoing at the moment. Okay? So customers will have time to get used to it migrate the new UI. We didn't wanna just turn it on for everyone. And say, have at it. Obviously, there's some, maybe, some changes to process because of it. It takes some time to get used to it. So when we do still have the ability to turn that on and off, but I think we're aiming for, at some point, an early q one to have that totally roll out, and that'd be the consistently white freight forward across the desk product. Yeah. We've just got some new reports that I've just started going out this week. I think we're up to fifty sixty percent of the release is completed. So there's three new pre canned reports. We've got the log time for project report. We've got the log time for user report, and we've got the estimated versus log claim per task report. So these are kind of, I suppose slightly kind of more self contained reports we normally see within teamwork. And that's based on the analysis of the reporting requirements that we see from customers in terms of their feedback in terms of the custom reports they're creating. We wanted to give some of the more common custom reports in order to block fields so that you didn't have to go create it. That'll be there for that it would be there for you when you log in to the system. It's a fairly self explanatory. What's my lock time per project or for an individual user and also show me that estimated versus a lock time per task. So if they're not in your account at the moment, they should be over the next week. I think as I said, we're up to fifty, sixty percent of customers with access so again, if it's not there yet, it will be over the next couple of days and we're super excited to get these out. So, yeah, have a look and let us know as always with your feedback. The resource scheduler, we've talked about that before on this, webinar as well. That is also an early access So that is super exciting because that has been a ton of work, for Emer and the planning team. We've got it out to a number of customers now. They're using it. They're providing feedback we're working through it. So we are super excited. That roll up will continue over the next few weeks, until we actually get out to everyone. So we're getting any feedback trying to see if there's any issues with it, and we'll iterate on those as quickly as possible. But, you know, we wanna give you the ability to know when you have to hire, maybe three months down the line. You might have an for a new designer or something like that. We wanna give you that feasibility so you could do it more or you can do better future planning. We want you to be able to forecast for confidence in terms of your financials. Plan for long term success, know your numbers, and keep it very strategic. So, you know, the thing I love about the new resource scheduler is the tentative projects you know, if you got a choice of which project to take, we'll be able to tell you, actually, this will make you more money than that. Or you might need more resources for this So that kind of forward looking strategic stuff is really at the heart of what we're trying to do with the scheduler. So we can't wait to get this out to everyone, and that's on the way. And I think that is over to Jane. Yes. I'll jump in here. Thanks, Robin. Super So on my side of the house, I wanted to give you guys an update on our new and improved list view. So you'll have heard me speaking about this in some of the previous sessions. But we have been working away focusing really heavily on improving both the kind of feature set, but also the experience in the new list view. Watch to check-in and give you an update on some of the things that will have been released since we last spoke. So what's the new list you're going to give you if you haven't kind of seen or or heard about the new list view before. It's a smoother, faster, and more streamlined version of the list view that we all know and love. It really enables you to add tasks a lot more quickly with a lot more ease, and also be able to go in and update and edit those existing tasks with a single click And since we last spoke, there has been a few recent updates. So one, and this is actually a a fantastic, addition because we did get feedback when we released this initially, in terms of the task details view. So we now have a drag and drop resizing of the task details panel. So you can see in the screenshot here that kind of, quick view of the task on the right hand side you're actually able to drag that across the full width of your list view. So if you really want to get that kind of focused, dedicated view of the task, you're able to achieve that really easily with list view. It also gives you the flexibility to kind of create a view really that suits you. So some people maybe want to keep it a little bit more collapsed for quick cycling down through tasks and just getting a quick glance at the detail, but we know that there is people that want that kind of more dedicated focused view. So we're supporting that with that new drag and drop task details, capability. We've also, added in the notify by email capability during the task creation flow. So there's a lovely little floating action bar to the right hand side when you start typing the task name in a new task, within that little floating action bar, you're also able to add the due date, add the description, and a couple of more things as well during that task period. Flow. So definitely check that out if you haven't already. And I would recommend if you are a part of the early access group that currently have this, maybe you toggle off previously, pop back in and check out some of the things that we have added because we've been working very hard at getting a lot of things in there. So if you previously turned it off, we definitely recommend you turning it back on having a little nose around and seeing what's been added since you baby last had a look. And when it comes to coming soon, we're gonna continue the list view theme. So this one, I'm super excited database. So, again, when we talk about what the new dispute gives us, it really gives you that quick and easy way to add multiple tasks in very quick succession. But one of the things that we've been hearing in terms of feedback is that there is a desire to maybe add more task attributes during that task creation flow. So what we're actually doing is we're introducing slash commands, and this is going to give you kind of added agility. We'll say when you're creating your tasks, It's also going to help the discoverability and access of some of the keyboard shortcuts that actually exist today. So you can see in the screenshot here with a simple slash command, you're gonna be able to quickly assign the task in line, add a priority, add a board column, and do all of these super powerful things, directly within that context of creating the task. So this is one that I am super excited about. And and along with this, we're also focusing hugely on kind of general UX uplifts and improvements to make the view even more seamless to use. So again, if maybe you've checked out this view previously and toggled it back off, We'd love for you to jump back in, have a feel around, let us know the things that you love, let us know the things that you, feel maybe you need a little bit more love and like Robin and Janela both mentioned, you know, where we scrutinize every piece of feedback that comes in. So definitely jump in and check out with you. Alan, Terry, the next one. And this was we were kinda toying between coming soon and recently raised because we're right t shirting on the edge of getting this into early access. So we have spoken about this previously as well. The calendar view is going to be super powerful. So, essentially, what we're looking to do with calendar view is to allow you get a full sure to plan your day where you're going to be able to view your tasks and your meetings alongside each other in a single view within teamwork. So we're gonna be starting with that Google calendar integration. You're gonna be able to see your events, move them around. You're gonna be able to create time blocks, which is super exciting. So, you know, if you can see you have two or three hours available in between client meetings, you're going to be able to focus on a particular task within teamwork. And create a time block associated with that, task. And it's really gonna give you that single force of truth rather than jumping from tab to tab, which I know we all do, between teamwork and your Google events and trying to match up where do I have time to actually work on the tasks that are assigned to me. This is gonna give you that that single source of truth. And like I said, we're starting with Google, but we will be looking to hopefully then expand this outlook as well. I think I can see it in some of the comments people looking for, outlook to we we hear you and we we, we'll definitely be taking a look at that as well. If we jump on to the next slide, also super excited about this, this will be kind of calendar two point o after we have it with the earlier process group, but we're kind of actively working on this at the moment as well, is we're gonna go a step beyond just that planning piece. We're actually going to allow you to log time from the calendar. So it's going to kind of, enable you to plan your day, create those time blocks associate them with tasks And then with a single click go in and log that time against the task within the calendar, which I think is gonna be super powerful. And We are also going to enable, logging time against Google events and teamwork. So this is something that we're working through at the moment. We've heard kind of anecdotally, you know, with people creating tasks and teamwork, for example, if you have an hour long client meeting that you need to bill for, and it's just a lot of kind of repetitive manual work trying to get that information from one place into another. So we're actually going to be working on enabling time logging again calendar events within teamwork, which I think is gonna be a game changer. Super journalism on to the next one. Fantastic. So board view, and workflows is the other one that we're we're going to chat about today. So what we're looking to do with workflows And improve boards is improved consistency and visibility across your projects. So we know that the way, client work is kind of managed it's not always looking at one individual project at a given time. We have multiple projects against multiple clients. We want to see the workload of particular disciplines, maybe what are my design team working on across all of my projects, and with workflows, we're going to enable you to do that. So you'll be able to execute a shared workflow to an, ensure alignment in how your projects are run. So set up a single workflow, determine the the steps or the columns at that task needs to go through, and you'll be able to assign that then into existing projects. What's fob about that is that you're gonna be able to view it in the everything area. So you'll see in the screenshot We're gonna be introducing an everything boards view, and this is going to allow you to view those tasks across that single workflow across all of your projects. So we're really giving you kind of bird's eye view at a top level. We will also be integrating automations into workflows as well. Again, saving you the manual work and the time setting up, those automations within individual projects. And then lastly, the the kind of final win we're we're going to be giving you guys with this piece of work is that there's going to be a huge uplift in the UX and the UI of boards in general. So things like adding task attributes in line on the card so that you don't have to open the task details panel. If I quickly want to reassign a card, I can do it directly with one click. Within the board view. So I think this is gonna be a great time saver, where you're looking forward to getting this one out. Forms. So I'm sure a lot of you will be pleased to see forms on the coming soon portion of the webinar. So we're going to be looking at doing kind of a general UI and feature uplift with, enhancements to both form creation and management within teamwork Some of the things we're going to be looking at doing is, sectioning, for example, so for improved structure of the forms, which is going to tee us up to be able to introduce conditional question logic, which I'm sure a lot of you will be pleased about. We've been hearing about this for a while. So we're really looking forward to getting this in there for you. So that kind of branching and conditional question logic side of things will will save an awful lot of time and give you a lot of flexibility actually with how you can leverage forms We're going to be looking to, improve kind of customization and branding options as well. We know how these forms appear and how presented to your clients is hugely important. So we're gonna be giving you more flexibility on that front. And we're also, going to be looking at kind of building out on the automated task creation that we have with forms, and exploring field mapping. Again, that's another one that we hear an awful lot about So I think with these changes, it's actually going to allow forms to become a lot more ingrained in your workflows. They'll be a lot more flexible. They'll look and feel a lot more like your brand. And you'll be able to use that kind of field mapping conditional logic to you know, really trimmed down the manual work really on one of those that you guys need to do when you're, collecting work requests. So that is forms. And then the next one from my side of the house is HubSpot workflow actions. So what we're really looking to do here with our HubSpot workflow, integration is to break down as many of the silos and barriers as we can, between workflow or between HubSpot and teamwork. So we ultimately want to allow you to automate your project work and make your teams and make you more efficient. So with this piece of work, you're going to be able to quickly, action work related to whether it's comments, you know, companies, deals, boats, by automatically creating tasks and projects in teamwork. Again, kind of going back to maybe what we were talking about with the calendar, trying to reduce the the hopping from one thing to the other manually creating work, you know, from HubSpot into teamwork, we're looking to automate that for you with these, hopes about workflow actions. So definitely pop in and have a look. You know, we'll be looking for you to connect our app via the HubSpot workflow actions, and you'll be able to instantly start building out these custom workflows with teamwork dot com actions, which is super exciting. And I believe that is it for me, and I'll be handing over to Robin. Thanks, Jane. Yeah. So the first thing I wanna talk about here is the time log model update. So Can they go back to that feedback thing? We mentioned at the start, we've obviously been bringing out a lot of new solutions over the last twelve months. And one of the things we probably wanna get a bit better at is going back and looking at existing high value and how usage solutions and optimizing them in terms of their UX and in terms of their their value to you guys. One of those that we've looked at is the time line model, and we've done a ton of work on this, and Really, we we felt we had a problem and the con the feedback indicated we had a problem and that there was no consistency across the time lag models. There was a different model if you're in a task as to when you're in all time, see if you're in a project, etcetera. So we wanted the consistency of UX across team or quinn lagging time. So one of the things we're doing is we're improving that UX. And we're adding things like better project pickers, better date pickers, better in context, time are log type models. So, for example, if we're in the project, the project does not have to be selected. If you're in the task, the task is not to be selected, We've also got accelerators on there, which you might see down under the three hours there, plus fifteen, plus thirty, plus forty five, plus one hour. So those are based on the database analysis of the time logs that you guys are logging. They're the most common ones. We wanna put those accelerators in, that make it as easy as possible. And as quick as possible, free to a lot of time. Now, obviously, this is a highly, highly used at model within teamwork. So we will be taking our time with this roll out to make sure that we're not upsetting anybody's really important time processes. But we're on the verge of being ready to have this goal. So you'll start to see that roll out as I said, in a very controlled manner over the next few months. And as always, your feedback will be vital, in terms of making sure we hit the mark. So if you have to iterate it in as quickly, We will because, as I said, this is high value, high volume, usage of this. So we wanna make sure we we nail this one. So If you see it and you like it, let us know. If you see it and there's something missing in it or something not quite right, please also let us know and we'll endeavor to to resolve any issues. Yeah. So the time team are also working on, time approvals. So I mentioned earlier, we have my timesheets that came out earlier this year. We also had company timesheets. The company timesheets has really resonated with a lot of our customers in terms of having that view across all the resources in terms on a weekly basis or even a daily basis in terms of how they log their time, and I can send a time reminder from that sheet. But What we're while we heard a lot, particularly from our existing customers and maybe some more slightly larger customers is that they wanted a more formal time approval process so that they can be sure that the time is is kind of locked down almost before they go to invoice their clients with it. So type approvals has been worked on at the moment, and this will give the admin additional control or greater control, I should say, over review, editing, and the sign off on time logs. And hopefully that will lead to more you're a timing log by the company across the entire organization. And, obviously, the the knock on effect of that is you get more accurate billing, and you have more confidence in your billing. And, hopefully, we're not leaving anything on the table in terms of not billing a claim for work that we've actually done. So it's gonna be a simplified review and approval process where one, we're we're doing everything we can to get that out this quarter. So keep an eye out for it, but time approval is next up for the time team. I mentioned those three new pre canned reports. We had hoped that would be four new pre canned reports, but there was a one issue with this one that was still being worked on. But the time we came to the webinar, it's very close to being completed and a task completion by user. So you'd be able to show open projects, assign tasks, completed, or overdue tasks. Understand how your team is chipping away at the work and ensure a healthy pace of work and ease the action over due item. So think it's really interesting. We're doing a a big, project study at the moment with a lot of our customers. And one of the things they mentioned was that that view of seeing actually what are they working on at the moment, and the task completion by user should be able to give you a bit of a bit of a steer in terms of what they're working on in terms of how many are assigned to them they've completed, watched overdue, etcetera. So, hopefully, this is a really valuable view for you guys, and, you'll hopefully see that as I said. Three are owed at the moment to fifty percent. This one should be following in about a week or ten days from what I understand. We're also working on the profitability report improvements, and that's super close to being released as well. I think it's pretty much done in QA. One of the big things we got when we released our revenue, one of the big pieces of feedback we got when we brought out our revenue, a revenue salut or starting a retainer solution, I should say, excuse me, was the profitability calculation was a bit off. So we needed to update that. We have updated that on the actual retainer budget in the finance page, but we also need to update it in the profitability report. So the revenue calculation for the profitability report will now be reflected in the or the revit profitability calculation for the retainer will now be reflected in the profitability report. And the total cost calculation will also begin to include expenses, which I know a lot of people have asked for over the time. And we'll also because, obviously, there's a bit more information on the screen. We wanna improve the So there'll be addition of a budget type column, whether it's retainer, whether it's standard, and there's ability to filter on the data, on that particular data point. And what you'll see, I think, next, Janell, if you move on, it's a planning overview for us. I'll come back to the while it's coming and budging in a while. The planning overview, that's coming soon as well. So that'll give you that view that kinda at a glance view of the team's overall capacity. You'll be much more able to easily monitor log versus estimated time, and you'll have a nice, as you can see at the top there, a nice visual breakdown of made it available live and allocated time. So, again, we'll just really make it as easy as possible for you guys to plan across your organization, into the future. Retrespective user rates. So I am sure if you've been on this webinar before, you have heard me talk retrospective user rates and how happy I will be when they are finally released and how I plan to open about the champagne that night. So we reviewed everything this morning, are hopeful of getting the retrospective rates released over the next two to three weeks. It's pretty much done. It's in QA at the moment. So we're really close. We probably underestimated when we were doing our our our initial scoping over. We probably underestimated how long it was gonna take us. But it's super valuable, and I have no problem spending the the engineering resource we have on getting this in because we get so many requests for, and I think it's really gonna elevate our rates our rate solution. So what is it? Just for those who haven't maybe heard we talk about it before, it's the ability to retrospectively apply rates to desire date ranges to give you guys more flexibility and control and to ensure that all your rate data is accurate from the side to the project to the end of the project. So then once the rates are accurate, and then your time logs are accurate, say, for example, your time approvals, then you could have much more confidence in your billing and making sure you're getting paid correctly for the work that you've done. So we've really I know we've been kind of trading this for a while, but again, it is about two to three weeks away. From being released. So just stay bare with us a little longer and it'll be on your accounts. And the last one, when I go back to the profitability report to turn to budget types, the revenue team are also working on fixed fee budgeting. So based on a lot of the conversations we have when our customers click here on the finance area. Obviously, you can have, you know, your standard, time and materials. You can have your retainer budget type, or you can also, a lot of you guys use the fixed fee budget type. The fixed fee budgeting is the next budget type that will be available within teamwork. And, obviously, it does exactly what it says on the ten. It's based upon a set fee, we've declined. So, you know, here's your I don't care how much work you have to do. You agree to fee of ten thousand. That's what I'm gonna pay you. So get it done. So that also has an updated profitability calculation. So we don't really have to worry about the billable, rate multiple bit hours worked. We just have to worry about the fixed fee. Minus the total hours worked by the cost rate to give you the profitability of that. So fixed fee budget probably Probably the strongest bit of feedback we've had a budgeting over the last six months is the having the provision for fixed fee budgeting within teamwork. So We are shooting. Again, we reviewed this morning. We are confident in getting this out over the next kind of four to five weeks. So keep an eye on it for an early present if you're someone who uses fixed fee budgets. Would you know, I think that's back to you? Yes. Yep. That's back to me now. Thank you Jane and Robin for all those great updates and thanks to colleagues in the background. We've had a lot of questions come in, so keep them coming in. We are gonna dedicate probably ten, fifteen minutes at the end of this to answer some questions live as well. But we always like to shine a bit of light on things that teamwork dot com is doing outside of the product and our amazing features and I just want to re highlight, our agency life micro site This is kind of the one stop shop for you to get all the sorts of resources that you want when it comes to running an agency And the great thing is you can choose what type of information you subscribe to. So if you just wanna attend live webinars, you can If you wanna get the podcast series for your morning walks, you can, or if you just like sitting down and reading things like articles, ebooks, reports. You can totally choose whichever type of content you'd like. So I'm just gonna pop the agency life link in the chat and feel free to check it out. And nice thing following on that is, our next agency life webinar. Perhaps some of you were at our other webinar yesterday about AI and if that's, you know, good or bad or a threat or an opportunity. But our next webinar is happening November fifteen ninth and it is a very topical, topic about how to stop over servicing clients for good. I know this is tough to do. And something that maybe is top of mind now that we're coming to the close of the year. You're looking at your books for this past twelve months. And we will be joined by Ken who's the business coach and fractional COO of the remote solopreneur. Have a really insightful conversation about how, you know, how you can stop over servicing your clients in the best way possible. So the registration link is in the chat now. Once again, that's Wednesday, November twenty ninth. We had a great time at inbound last month. We have some fun pictures there of our team, of our booth, We had some speaking opportunities and we also hosted a social hour, at a bar as well. So it was a great time for our team. And two callouts just from this event. The first is that our agency life podcast got a big boost Thank you to anyone on this call that attended and maybe was one of the lucky people that got interviewed for that podcast series, but live off the floor at inbound, we recorded twenty one interviews and wrap that all into a single podcast episode. It's our most downloaded episode today as well. So if you wanna hear, kind of the recap from agency life, and those specific interview, in the in the one podcast, you can jump into that podcast as well. Oops. I think I I brought the wrong link in there. Let me double check that. And then the second call out is, about our speaking opportunity with HubSpot. So we had a great chat with HubSpot and it's been turned into a blog by HubSpot. About how teamwork and our sales team has increased their effectiveness by fifty percent with the help of HubSpot. Things like decreasing the sales cycle, increasing our win rate, increasing our deal size, we've managed to, have some great wins on the sales team with our partnership with HubSpot. And once again, we have a blog about that as well as, we had that speaking opportunity at inbound. So if you wanna see how our sales team is using, HubSpot for, you know, our gains, feel free to check out that blog. And if you just can't get enough of events, we will be at one next week as well in London, London England. I feel like there were some callers from that geography. So we will be at the Good Agency Summit next Thursday on November second. Robin will be there. So, Celebrity Robin, you can meet him in person. We'll have our pink shirts on, we'll have a booth, we'll also have a happy hour event. So if you want to join us for a drink in the evening, we will have an event for us as well. And you can learn more about our agency benchmarking report I just am gonna put the registration link for the Good Agency Summit there if you'd like to join. But I really do want to spend some time talking about our agency benchmarking report. We surveyed five hundred agency leaders over the summer months to ask them all the tough questions. Did you know that at least some of the time two thirds of agencies say their projects come in over budget. Most of the time, only one and three agency staff submit time tracking data on time. And only eighteen percent of agencies always reach their non billable billable time targets. So they get that ratio that they're looking for. There are so many insights in this report but then there's the flip side of the coin as well. We talk about how to combat these, how to face these challenges of twenty twenty four. With some recommendations as well. So it's really great for you to get that pulse point how you're comparing against the industry benchmarks out there It's a great report. It's dense, but I I can't recommend it enough. So feel free to download our state of agency operations report. And just a final shout for our teamwork user group pioneered by our partner, Nicole. It's a chance for you all to peer to peer talk about teamwork dot com's features, how you implement them, how you use them to solve specific problems or use cases for your specific organization, It's a really friendly and fun group. So feel free to join the oh, sorry. That's not a hot link. The teamwork dot com user group and Nicole and, chat with your peers. It's a it's a great environment. And then lastly, I saw some comments or some questions in the chat that, you know, all the features we talk about in these webinars are great. But where do you kinda go to understand the fundamentals of it? Like, how do you learn the baseline, kind of practical foundations of these features and this is a great shout for our academy. We have amazing courses in our academy that walk you through step by step in the application actually how to go about setting user rates or how to go about setting a budget so that when you listen back to this webinar or you want to implement these new features, you have this practical foundation understanding. So for any of our new team workers, I can't recommend our academy enough. There's videos, there's courses. There's in app guides. You can learn. However, you learn best. So can't stress that enough. And without further ado, I believe we are at our Q and A time. So I'm gonna ask Jane and Robin to jump back on screen And we'll spend, yeah, fifteen minutes or so, getting into some questions. So I'm gonna start off with Jane Is the calendar just for one project or all projects? Is there a calendar view exclusive for a single project or is there just a filter for everything on the calendar? That's a great question. So the beauty of the calendar is that it's gonna pull your tasks from all of your projects, and it's just gonna show you tasks that you're assigned to. We are going to be introducing filters. You can get a little bit more granular if you wanna break it down by client or project, you know, view certain, tasks but it does pull all of your tasks from all of your projects. So I think that was really important when we were building this out to really create that single source truth that you have this one view. I can see all of the tasks that are assigned to me, and I can see all of the events that I have on my page this day or this week. So it does pull in every task assigned to you from across all of your teamwork dot com account. Great. Next one, we're gonna jump to Robin. There's been lots of anticipation and love for fixed fee budgets. But often this individual's budgets have come more maybe more complex budgeting. They're asking if you'll be able to combine multiple budget types within a single project. That is a really interesting question. Right? And what we've kind of learned Over the last of when we're doing a lot of our research on budget, really, is that it's really kind of I suppose two kind of lanes that people use. One is that they'll have an individual project for a piece of work with a client. So client might have multiple projects. Another one is that they might have one client project and they can do it on a task list level. And and I think that's a scenario where we can definitely see in the future coming into having one task as we'll retain our budget. One task is with a fixed fee budget. One task with a timing materials budget. So that is something we are aware of. It is something we were discussing. I I I couldn't commit to it at this stage. But it is absolutely something that's on our radar and something we'd be digging more into in terms of our research. But we could definitely see the value of the use case for it. So yeah, stay tuned and and we might have an updated maybe the next webinar or after, but it is something that's done already, and we definitely understand it. We're we're getting to understand the use case and add a lot more So, yeah, stay tuned. Jane, we're gonna stay on the calendar theme this individual is asking kind of generally about the connectivity between the calendar when it comes to resourcing. So Mhmm. If the founder shows four hours of meetings, does teamwork see in the resource scheduling that there's only three to four hours left to assign out of their whole available hours in that day. That's a fantastic question. So the short answer in the short term in the first application will say of Google calendar in my work. It won't. So the first kind of touch point between Google calendar and teamwork in this first release is which purely be in the my work area. So what we're looking to do there is kind of give a single individual user, a view of what they have on their plate for that day to be able plan and then very quickly log time against the plan they've created for themself. Now the reason that question is so interesting is that we are exploring where we go next with Google Calendar. And, I would say with a high degree of confidence based on the feedback we've been hearing and what people want. That will be in the resource planning side of the house. So that question, you know, how do I see that a certain individual is unavailable because they actually have a Google event three hours that morning, we're looking to integrate that into, the the planner and teamwork. So the answer is yes. It will likely be into next year before we get to that and before we have it integrated in that way, but it's most definitely something that we're gonna be looking because we have been hearing it, and I suspect we'll keep hearing it once we get to the first iteration of Google command derived as well. Awesome. Robin. A feature we haven't talked about, today, but time reports, people people love the time report. When will exporting the time report become more advanced, especially with things like being able to choose and filter columns, etcetera. Yeah. That's a that's a good question. And and I think over the whole time area, we can do a better job in both our importing and our exporting a time and the time of where we enrolled. So that is an area You probably can't see it, but it is written down down here on my whiteboard. And that is an area we are looking at activate at the moment. So, we'll take this feedback on board as well and we'll have a look at it and see if there's anything we can do. We do have a little time, set aside towards the end of the year. So we'll definitely have a look at that and see we can we can improve it at that point. And Jane, we're staying, with the calendar for the third question in a row. Okay. Will the event time blocks count towards your daily task time estimates in the calendar view? Good question. So they will not, but there's kind of a a reason for that. So within the calendar view, when you see the top you have due for that date, you're going to see the estimated time. So let's say we have a task due on Friday, and there's twelve hours estimated time against it. The purpose of the time blocks is that you can take that twelve hour task that you know that's due in a couple of days, and block out the time throughout the days or the weeks coming up to us. To work towards that task. So you can time block, you can, you know, add in as many or as few as you want with the security and confidence that you're not changing the estimated time on the task. All you're doing is assigning a a certain slot in your calendar for any given day to work on that task. So you'll have the visibility into how much time that task should take you or the s is it's estimated to take you. The time blocks are just gonna give you that flexibility and ability to block out different areas in your calendar to work against that task. Great. Good clarification. Next up for Robin, when we kind of explore retro user rates a bit more Is this can this be by customer or by project? At the moment, it'll be by project. So, by resource on on the project. But, like, it's really interesting. Right? We we have a ton of of feedback on rates on how to make us, more valuable to users. We decided to start with this one because this was the one that was was, like, this was the biggest one. First of all, we wanted to bite it off first. And also this was one that probably had the most value in terms of improving and increasing the accuracy bodging a profitability of billing ultimately and and and of getting paid. So we started with that. But, like, to the more you get into the rates area, the more you hear the the different flavors of feedback. And even some of the questions that have come in today, in terms of of multiple rates per user in terms of when we'll have roles for rates in terms of, individual rates task level, there's a ton of feedback coming in on rates. And we'd expect that to continue, as we see increased adoption once the retrospective rate, that they're So I would say at this in addition to the question, to be simple about it, it'll be on a on a per project basis, on a resource on a per project basis. But I would see based on how important rates is to what we're trying to do. And on the feedback we're getting, that we'll be doing a lot more work on rates over the course of the next twelve months, as we try to make that a lit even more flexible and more sophisticated because there's so many different flavors of use out there from from everyone on the call and beyond in terms of how they use the rates and how they calculate it and where they need it. So I I'd imagine we'll be we'll be hearing, hopefully, once you get over this particular hump of retrospective rates will be hearing a lot more about user rates and what we can do in that area over the next year. Definitely. One we'll keep we'll keep iterating on. Okay, Jane. We talked a lot about list view as well and encouraging people to turn it on or turn it back on. So where can people turn on, the updated list viewer enable this new UI? Sure. So we have an early access, group that currently have access to list view. If you want to get your hands on it and you're not part of that group already, just let us know. You can pop your your details maybe into the chat here. You can reach out to us on support at teamwork dot com. And we can definitely get you out of the more people we can get in there giving us feedback the better. If you do already have access to the dispute, the there'll be a little toggle up in the top right hand side of your list view page. And that's where you can enable or disable the new list view. So it's a very low risk if there's something that you know, you feel like you need a little bit of time to onwards yourself to you. You want to get a little bit familiar with it, but you need to jump back to the old for a client call or something that you have that flexibility. And we've done that very deliberately because we know how much list views use, how heavily it's used. We want to try manage that change as best as possible. So we are going to maintain that toggle for a period. So definitely put your hand up. Let us know if you want to be included, in the early access group for the new dispute. And like I said, it's it's quite low risk. So, yeah, go first. Awesome. Okay, Robin. Budget granularity question, any plans to specify the budget line item at the task level, not the task list. Any plans? So It's something that we're beginning to see a bit of feedback on. I think the way we started it, we had to budget a project level, then we had to budget a task at this level. I know we're getting feedback. It'd be great to have the bit of flexibility to have it at the at the task level. So it's something we're gonna look at probably the new year but I I can't commit to it at this date. But but what's really interesting about a lot of the budgeting feedback is again, it's similar to the rate's feedback. You know, we have a much better capability in that area than we did, like, even twelve months ago, maybe eighteen months ago, much stronger. And and by the end of this quarter, Once the fixed fee option is there as well, it'll be it'll be even more, more valuable. Retainers fixed fees having materials. Right? So the main budget types. So there for us now, it's about adding those levels of sophistication and flexibility to it to let users, to map, I suppose, to the users map as closely as possible to the user's budget process and what they're trying to do with it. So things like that question there in terms of having maybe a a part task budget that rolls up the fastest that ultimately rolls up to the project budget, getting down to the lep that level of granularity. That stuff we're we're looking into, and that's for researching at the moment because as I said, we we know, at the end of this quarter, we'll have the main budget types all in there. I I a good strong capability in all of them, but we need to get more nuance and more sophisticated and give you guys more flexibility and map and give you the ability to map to read how you wanna do your budget. So, stuff like a budget at the task level, that's something that's on a radar for research, certainly. Great. Time for maybe three or four questions. And Jane, just a quick follow-up from that new list view is turning that on, for the the company, or would it be at the per user level? Yeah. Good. Gotcha. So it is turned on, for kind of on an account by account basis. So, once you're enrolled in the early access group, the entire account will get it. But whether the individual user has it turned on or off is up to that individual user. So for example, we could roll it out to the entire account you could have ninety nine percent of the people having it off with one person remaining on, or vice versa, which is probably going to be the case that everybody will want to keep it on and not turn it off. But once it's with the account, it is on aid, could a per user preference to have it enabled or disabled. Great. Thanks for clarifying that. And, let's stay with you Jane. How will the new cross project board view differ from the current my boards view that already exists in the personal area. That's a great question. So the new workflows feature will be replacing my boards, and we are very confident that the new work flows are going to fill it out of the gaps that my boards would have previously had. One of the biggest, piece of feedback that we received with my boards, and one of the biggest maybe will say, shortcomings of the feature as it is today is that it was kind of a mishmash of columns from loads of different projects. That was the first thing. If I wanted to see a task across multiple projects, I had to pull in every single column that was in each of those projects, and there was no way for me to standardize it If I wanted my design team, for example, to follow a certain workflow or to, make sure that a task goes through certain steps as it goes through a project, I have to do that on a project by project basis. And if I was to then use my boards, and we'll say, for example, I used a capsule d in design in one project in a lower case D in another project, I actually saw those two columns side by side. So workflows, is going to be a huge win in terms of and see so that I can actually create that workflow at the site level, and then I'll play it down into my projects and still get that visibility of the task sitting across all of those workflows at the top site level as well. So that's probably the biggest win. There's also some really lovely UX wins in there in terms of, like, sorting, dragging, and dropping costs. So the experience is going to be far superior to to my boards as well, but that kind of consistency and site level management of workflows I think is going to be the the biggest points of differentiation, and I know that they were real pain points with with my work or with my boards. Great. Last one for you, Robin, will you be including option to include margins in budgets as currently it's not accurate and with no margin. That is, very, very good point. And the answer is that is absolutely something we're looking at. Now I know it sounds like I'm pointing a lot of these, in terms of of what we're doing, but we're actually kind of doing a lot of our queue or sorry. I hate one planning at the moment, and we've got a a big project management, study going on ruin the readout from that. But a lot of these issues and a lot of the ones you've asked me specifically about have it included in that. So we are looking at that margin. It's something we absolutely wanna get in there. I mean, like, when I talk about, we have those budget types in there, no fixed fee, sorry to arrive, adding margin. That's the level of, you know, that's the next level of sophistication, flexibility you wanna get to checking against that, making sure you're making a profit, being able to see the burn down as you go through it, the different views of of what's going on with your budget. All these things are coming back in this study. We're doing and all these things we're looking at. It's up to us now to prioritize them over the next few weeks so that when we come back in in, in H1 next year that we have them ready to go and we know what we're gonna be working on. And we can tell you guys, but, like, margin, I can safely say it's fairly high up on the list for what we wanna do a budgeting at some point in twenty twenty four, which is ridiculous that I'm saying twenty twenty four, but anyway. Yeah, I know, wild. For Jane, will boards above projects be automatically connected to certain project or tasks and projects. Great question. So you will have the option. You will be able to create that workflow at a site level and then multi select projects that you want to apply it to. So that was something that we were quite careful with when we were actually designing it in how we were gonna release this new feature. We wanted people to get the value from it as quickly as possible. So you'll be able to apply these workflows to existing projects. But you're also going to be able to keep project level boards if you wish. So, you'll be able to have the flexibility if you have, we'll say kind of a once off style workflow or you don't necessarily want to use a slight level workflow within a project. You'll be able to keep the the board view as you have it today where it is project specific. Or you'll be able to choose from all of the workflows that you have available within your account and apply that to a project. So it'll be totally up to yourself. You'll be able to to choose whether you're using one of the site level ones or when to whether you want to create, kind of a a custom once off style board. And just to clarify, because I think I saw in one or two questions as well around the my boards feature. So we are retiring my boards in favor of workflows. But we're gonna be managing that change very closely. We've done an awful lot of leg work into making sure that workflows is going to solve what my boards has been trying to solve for, and do reach out if you want to chat with one of us directly, give you a little bit more information into what that change might look like. But just to clarify that. Great. Thanks for catching that. And with that, we're going to wrap our time up for today. Thank you so much everyone for joining. It was another full house. It's so wonderful to see an active and engaged audience. So thank you so much for spending time with us today. Thank you to Jane and Robin. Our fantastic facilitators and hosts, today that you know, did a lot of the leg work and sharing the information and thank you to all of the PMs and colleagues on the back end that were answering your questions and hopefully hopefully having fruitful conversations with you all today. And with that, I hope you have a great rest of the day. Enjoy the rest of twenty twenty three and hope everything, goes well as you close out this year. And thanks again for joining us. Hey, guys.