Product Roadmap Webinar

Transcript for the video 'Quarterly Product Roadmap Webinar':

So I want to introduce your host for today. So you have been here with me for the last five minutes. My name is Dee Dee De Kenessy, and I'm the head of product marketing at Teamwork here. I actually just joined on a couple of months ago. And so really excited to be here with all of you and be here at Teamwork. But I am joined today and I will let them introduce themselves by Mossy and Robin. Would you introduce yourself? Sure thing. Thanks. So hello, everyone. My name is Mossy O Mahony. I'm the head of product here at Teamwork. So I look after team works product direction overall. I'm very much looking forward today to telling you about all the good stuff coming up in teamwork. Yeah. My name is Robyn O'Sullivan, I'm a product manager here, teamwork, responsibility, really, I suppose, for the financial side of things. So revenue time tracking, billing and invoicing and also integrations. Looking forward to sharing some some exciting updates throughout the day and hearing some feedback. Right. So that's what you'll be hearing from today. We've also have Jane and Emma and Tara who are will be answering some questions as you see, as you might see some stuff coming from them. They are also from team work. So as you have questions as we go, put them in that questions panel and your go to webinar and we'll try to get as many of them answer as we can. To kick off here, I just wanted to share team works mission, which is to make client service teams everywhere efficient, organized, profitable and happy. But I want to also both want to call out the teamwork was founded in two thousand seven. Been around for a while, but we've gone through some really exciting updates lately. We recently took on our first round of investor funding over the summer. So we've got a ton of energy and appetite to put that funding towards improving the product and proving our customer experience and really going towards you as customers. And our focus here, because it's our bread and butter, is on client service team. So this is everything from financial services to marketing agencies to even internal teams that are customer facing. But our co-founders originally came from that client service world. And so that's who we build for, is folks who are really making sure that they can track their billing. They're working with client projects. They are making sure that they are doing that kind of customer facing work themselves, just like we do it teamwork. But just to make you rest assured, teamwork is built for companies and by used by companies all across the board, too. So while our bread and butter is those client services firms, we are trusted by companies, big and small. Disney, PayPal, et cetera, who really rely on us for sort of that advance security aspect of what we do, too. So a lot of exciting things coming down the way. And so at this point, we'll take you through the agenda and then we turn it over to Robin and Marcy to actually take you through. So what we're going to be running through in the next 60 Minutes are really right now an extra fifty eight minutes. We're going to take you through a product direction, talk through the recently released features. Again, these are the features that have come out in the last couple of months, give you a sneak peek of what's coming up in the product and also of our new scale plan. Talk more about that in a bit and then we'll have time at the end. A good 10, 15 minutes to do a live Q&A. As I mentioned before, we have a questions panel over there and your go to webinar. And so make sure you are using it to ask anything, join the discussion, put in your comments, show excitement if you got it. Love to see it. We've got a few people answering questions live as we go through. And if we don't get to your questions, we are going to be going through all those questions afterwards, pulling out the fake news, sending them your way so that you can have your questions answered. So have no fear. We will see your questions. We'll get to as many as we can during this 50 minutes we've gotten together. OK, I want to pass it over to Marcy now, who's going to talk about our product direction? Thanks, Ted. So as you can see on screen there, there's kind of three pillars to our product direction present in the middle. There is obviously the core of teamwork, which is project management. So many of you use teamwork for project management today, and it's very feature rich and functional, has a lot of capability for running, was more efficient projects . A lot of our focus over the last couple months and into the future is really about improving the user experience around core project management. So that's making the system more performant and also easier to use. So redesigning core features to essentially save you time and make it easier for you to get your project management work done. In addition to that, then you'll see there the two outer pillars of first and foremost, we're investing in. Make it easier for you to plan your projects and plan the resources that you need to manage those projects. And we'll get into a bit more detail on this as we go through the presentation. And we have some capability in this area where we're really investing heavily in improving it. Additionally, once you, I suppose, deliver your projects, you need to actually understand are you being effective and efficient and profitable in doing so. So you see that we've been building out our capability from a reporting perspective. So not only you can be more efficient, but you can achieve better outcomes and better results from your Premiere projects and actually measures. That's all that you'll see here today, really is underpinned by these three pillars in terms of our product direction. So we like to click on there, please, de. Saying. So next, we're going to talk about and I'll hand it again back over to Martha and you'll see me disappear for a little bit here. We're going to talk about what has come out in the last three months, the Martha over to our recently released features. So there's a number of things on here. Firstly, in the last couple of months, we improved the project creation. So, I mean, that's really important, right? So if you manage a lot of projects, that process needs to be really straightforward and streamlined and it needs to be easy to do. But it also needs to make it easy for you to actually access the information and features you need when you're creating your projects. And in addition, oftentimes you're not going to be doing that from scratch. You're going to be using a template. Maybe it's when you created yourself or one that you choose from a library. So in addition to actually simplifying and improving the project creation flow itself, we've also made it much easier to create projects from template. So if you click on there, please, did you see that we've actually added a whole new templates gallery area to teamwork . And so this is designed to make it much easier for you to actually create your projects from templates so they can be templates that you create yourself, you can copy from previous projects. And we've started building out a template library as well, and teamwork for the most common project types that people have. And this is something we'll be consistently adding to over the next while as well. So there's a number of useful projects in there today, but we're constantly adding new templates. That's based on the most common requests. So really, the net benefit of all this is what we're really focused in on, is actually cutting down on the manual work side of things for you and making you more efficient and productive. And in terms of creating and managing your projects. So if you click on there, please try. One other big change that we made to the system more recently in the last couple of months is that we completely overhauled the project list. So the project list, who was one of the most heavily used areas of teamwork and it's one of the most important screens in the whole product. And we had extensive feedback from the broad customer and user base about wanting it to be more customizable and more performance. And so we actually rebuilt it from the ground up, and we use newer technology. So now not only is it faster, but actually you use are have much more control over how you want to look and feel. And that's important if you want to use custom project fields for information, that's important for how you categorize a manager project. The filters are quite powerful in there. So essentially, it lets you work the way you want. You can create your own custom views. And because it's leveraging a newer style table view, it's a lot easier to actually scan large volumes of project related data at a glance, make it much easier for you to actually manage large volumes of projects. So we're very pleased with this. You'll see also then, we've been talking a lot about our table do these last few months. So Table View is now one of the core features of teamwork. And it's very powerful in that, again, it lets you manage a large volume of tasks in in a spreadsheet, our scannable type format. And then you can actually customize it the way you want and combine it with crossmatch bufalo custom fields. So a lot of power in there in terms of actually creating views that suit your own workflow. Over the last couple of months since we released this, we've been constantly improving the performance of it and adding little improvements here and there. So if you click on, do you do just one click there? You see that we've made a few improvements in terms of now you can actually manually sort of tasks within the table and know what we're going to be looking to do over the next quarter is really enabling you to actually customize it further still with additional custom fields of different types. So we have a number of custom fields and products there, but there's an appetite for more. So really, the power of table do comes from how you can use your own custom tribute's in combination with your table view to create the workflow that suits you. So that's that's the TableView side of things. So moving on to intake form. So intake forms was something that we released earlier in the year to much fanfare, and it was very well received by the customer base. And when we brought that out there first, it's been heavily use and really, I suppose the benefit again, it's along this theme of making you more productive and efficient, reducing manual work by letting you actually capture work requests, whether it's from customers or colleagues. You name it in the form of a Web form. So that actually creates the the tasks in a project for you. And when we launched that, we had the core features, like being able to customize those and branded yourself, being able to actually add attachments to it. But then you've been asking us for a number of improvements over the last number of months. So if you just click there, did you see that we actually have added in a number of new capabilities more recently. So now a lot of people want to be able to copy forms that they use frequently. And also, we would be giving you the abuses actually have multiple forms per project. So for more advanced usage, certain people actually need not just one form on a project, but they need multiples. So this is getting to a more mature state now, really making it easy for people to manage forms along the theme of improving efficiency and cutting down on manual work. So many of the things that our customers do in teamwork over and over are repeatable and their workflows can be streamlined by automating much what you do. So we're particularly excited about this newly released feature. It's a brand new automation engine to teamwork. So many of you may have been familiar with using pull triggers, which are very useful when you're in the board view for automating a lot of your work in there. But there was a lot of demand really for more general automations. So for any conceivable thing that you might would automate on the team or platform, for example, you know, when the priority on the task changes, you want to change these tiny or when the priority on the task changes, you want to actually notify a number of people, because that's an important thing. So you see now that we've launched an automation engine, there's a gallery of precancer, automation recipes in there for the most commonly requested things. And already we're seeing loads of customers using this to automate much of their work. What we're looking to do now, I suppose between now and Christmas's, we'll be adding the most commonly requested things. So if you click on their duty, you'll see that in the next couple of weeks, we're going to be adding time based triggers. And of course, some automation spooler. So really the benefit with those things. Rather than it just being when an event happens, you might say, well, actually, when a task is overdue, I need these people to be notified and you'll be able to create an automation for that. And with the custom automation filter, you can actually create any type of automation you want, any which way. So for any conceivable workflow or combination of attributes on a task, you can be able to create an automation recipe, costumes yourself, save it, and then use that in your team worker. So really, we believe this is taking teamwork to a new level in terms of automating a lot of the manual type of work that you would have been doing previously. We very recently also improved notifications. So, you know, if you're using teamwork heavily, you get lots of notifications and they can be hard to keep track of and manage. So as a first step in terms of improving these, we've improved the notifications, drop down from the bell in the top navigation. So now you can actually just see the ones that you've read and the ones that you haven't read. So it's a little improvement, but it just makes it much easier to manage that. Where we're going with that is in Q4 over the next couple of months, we'll actually be building out a dedicated note of fake notifications inbox in teamwork. And so that'll make it much easier for you to manage all the notifications you get across everything, whether that's task related stuff, comments, messages, you name it, anything for which you could conceivably get a notification on teamwork. You have a handy inbox, and that should cut down really on just how you manage your location. Some of you may find that you actually are reading your email inbox quite a bit, actually managing notifications. Our goal for that really is to make sure that you can manage all the time you need to in teamwork itself without ever having to leave the product. So really excited about that. I think it's going to make it much easier to manage teamwork day to day. So a parcel to Robinho. Thanks, Martha. Yeah, so obviously Massie's talked about a lot of the improvements are making in the Timor product there, but no man is an island and obviously a lot of our customers have a much broader technologically eco system. We want to make it a key part of our strategy to make sure that team plays well and gives value in its interactions with those other other tools that our customers use. So just wanted to give some updates on some of the integration stuff that we've got going on. I think obviously one of the main ones that a lot of our customers to be the slack to move under the tree or to back actually the design. Yeah. So we've updated our slack integration with some really heavily requested customer enhancements, including a lot of research in this area with the integration theme. And what we heard was they wanted to use the slash commands, customers wanted to use product channels. So we've added that a lot of product channels can now do for you as it captures all the teamwork, product updates, projects, updates, the dedicated Slack channel. So you never missed notification, even current slack or teamwork. We've also added slash commands for our users, and that just creates shortcuts. So, for example, you could use a slash command to action a task to create a project or open to help docs, for example, just shortcuts to make it a little easier and more efficient to access your teamwork documentation within slack. We've also done a brand new PM's office added, and that allows you to access and interact with your team of projects while you're in your PM's office suite. So, for example, on this one, you can create tasks within your your docs, your spreadsheets. You can update your status from our office and you can actually import and export timo projects to EMS projects as required. We've done some fixes around the document editor and on the financial side in terms of Quickparts and Zero, which are two of the tools that a lot of our customers use around the invoicing. We're now allowing users to create an invoice from either Quickflix or zero rather than using the team, or it just makes it a little easier for your financial side of the house to manage the invoices and not having to cross-reference different invoice numbers. And also, for example, another thing we would now have the ability to use the default tax code in zero. And the quick fix invoice is known the team of header. So a lot of improvements in the integrations and how we interact with other other vendors in the in the technological ecosystem of our customers. And we'll talk a little later on about some more in that area when we get to it in the What's Coming Soon section. The other one we wanted to talk about today that I wanted to talk about today is user rate user rates. Obviously, we had user rates before, but we even had to significantly over the last couple of months. And this updated user rates solution is really about giving our customers a lot more flexibility and power in terms of making it easier for them to capture billable time and the various custom arrangements they have on the race that they're charging for their work. So what you have now is you've got the ability to set a site wide user billable rate. You've also got the ability to set a site wide. User cost rate will come to the cost rate and a little further. But both of these are quite foundational to what we're trying to do in the financial area, as well as setting it at the site that we've all got the ability to set specific projectable rates or even set a default project billable rate for all your users on that project. It just gives our customers that flexibility and agility to react to the various agreements they have with their customers in terms of of the different ways to charge across their various customer interactions and projects. But as I said, what we've done with user rates really is a foundation for what's to come. I will move on to that. No DEEDI. Right. So next up, we are talking about what is coming up soon, so in the fourth quarter of the year, in the next three months, we've got a lot of exciting new features coming as Robin, some of them. So back over to you, Robin. Yeah, and the first one I wanted to talk about was financial budgets. Now, we've heard a lot from our customers and actually from our sales team about how important financial budgets could be and teamwork. So we're adding financial Budgens solution to team work while you'll be able to do is set a project budget for, for example, 10000 dollars and then track the progress as you work through their various project phases and make sure you're keeping on budget. So how does it do that? But based on the rates we just talked about, it works out in the billable rate. How much of the budget you're reading up each time, time, each side, billable time or not, billable time are all time locked. So you can then get the insight as you go through your project phase to say, well, we're on track, we're on budget. Actually, we're way ahead of where we thought we'd be. We're way behind where we thought we'd be. And this insight allows us to reallocate those resources to make sure you're achieving your financial goals for the project. Before, we didn't have that visibility, but having the financial budget and being able to track it through the various project phases we think could be a really valuable solution for a lot of our customers. And we understand how important that is for our customers to hit the financial targets that they set on a project level, at a company level. And we think this is a really valuable solution for that. So, you know, it's, again, based on the foundational aspect of the user rates, it's really plays to try and tracking the financial budget. You got one more d.d. The next thing we're introducing is a brand new profitability report. OK, so what I talked previously about the user rate and the pillar rate and the cost rate, this is where the cost rate comes in and adds a lot of value to how do we calculate the profit? It's quite a simple equation, really. It's debatable. Rates multiplied by the amount of billable hours logged on the project and take away the cost rate by the total hours logged in the project. So if you set your rate for each user in terms of billable and costs, we're able to work out once a long time how much money you're making based on those rates across the project. So all you have to do is log those are is assigned those rates. And as they like the time against the project, the report will do the rest. You have the ability to show the profitability on a project basis. Also on a per customer basis, you'll be able to say group three projects together that are tied to a specific customer. Work out the total profit on that. So you might have multiple projects per customer. You'll also have the ability to see the the profit per user. Which one of your employees is bringing in the most money and generating the most profit for you and really giving you that visibility to how you're doing and showing which projects are the most profitable over time and understanding how you're generating your revenue and your profit across all your projects and all your customer engagements. We are super excited about this. We think it's a it's a huge step forward for us in terms of our financial reporting, and we're really excited to get in front of in front of our users. Move on TV. Perfect. The next one we want to talk about is the workload planner. OK, so what we've done here is we've actually redesigned the interface and we've improved the performance, and you've now got the ability to drag and drop. So it's much easier, much more user friendly to be able to manage the capacity and reassign various tasks, because as you look at your workload to make sure that you can get to work that's on your plate or on your immediate horizon as quickly, you've also now got the ability to manage unavailable time or Peterle. So you're going to add that to your workload planner and give a much more accurate view of what you can get done over the coming weeks on on your various projects to your various customer engagements. Integrations going back to integration, so obviously, as I said, we want to play well with the other vendors and the other applications that our customers have in their ecosystem. So what we want to do is really identify those high value use cases around the important integrations for our customers. So the first thing I want to say here is that if there is an integration that we don't currently have. Please let us know and would certainly take a look at it. Alternatively, if there is an integration that we have, but you have a specific use case or a value bit of functionality you might like to see that would really enhance the solution. Again, please reach out to us and let us know, because we'd love to hear it and talk to you about it and go through that a bit more detail. But what we're planning initially for the next few months. If I take these three that are on this, we know, first of all, if we look at HubSpot hotspots used by a lot of our customers that we've been talking to, a lot of them about the high value use cases that they encounter when they're dealing with HubSpot in relation to Tegmark. So what we want to do is kind of leverage something that Mosse talked about earlier in terms of that automation engine and look to see can we have the ability to, for example, to create a project or a task automatically when it differs in HubSpot or when you add a new contact in hopes that cannot be sent automatically over the team. So you don't even have to see it. You set up that automation once the contact goes into HubSpot. It goes straight into teamwork as well as your data is always up to date. And both systems in terms of teams, again, something we've been talked to a number of our customers about the ability, for example, to search team work projects within my team. So a lot of our teams, particularly during Coalwood and particularly when everyone's remote working, got a lot of use out of teams in terms of collaboration. So we want to be able to bring teamwork into that so that we can actually you can continue to use teams, but also get the value from teamwork. Do not think we might like to do, for example, create a task for one on one conversation teams, but essentially just make it easier when you're having those conversations, whether it's with a group or a one on one with in teams to generate the relevant artifacts and teamwork and continue to work on them there. We're also looking at enhancing Dropbox, personal Dropbox, and we're also looking at Dropbox for business. That's a really high value request that's come in from a number of our customers, and it's something we're looking at. So those are the three we're looking at at the moment for as it says on the slate for the next few months. But as I said at the start, if you have any other integrations or any specific use cases for an integration that is really important to you and you think is really valuable, then please let us know. We'd love to have a chat and we'd love to go through it in more detail. You know, a lot of our customer feedback drives our roadmap. So the more we can reach out and understand how you guys are working with these other third party tools, the better our integrations will become. You provided it. OK, so the next thing we want to talk about is the report engineer up there, it's a Massey reference to one of the first nights, and we looked at the totality of what we're trying to do across teamwork. So the first thing to call out is the next slide is the Project Health Report. So what we want to do is we want to understand and manage performance across multiple projects. We know that most of our customers are just having one project on teamwork, and they want to understand how the performance is going across all their projects rather than having a specific project centric view. So we want to see which projects are out of time and within budget, as we talked about the financial budget earlier. We want to know when things have gone out, where things are going off track. So the sooner you can identify the problem, the sooner you can come back and take some action to hopefully get back on track. We want to have a customizable view. So that's what we've done up to recently. But actually coming soon is some really exciting stuff. Can you just click next? Yeah, so we're looking at in Q4, we're going to have scheduled reports, we're going to have some date range of views, and we're going to have a report to export, and that's not going to be specific to the Project Health Report. That's only going to be available across all our reports. So these kind of improved Uechtritz are going to hopefully really enhance the value and the availability of our reports among you and your wider stakeholders than your way of team within your organization. Next to the. Utilization report, so again, you know, you want to see which team members are the most effective, if we go back to the profitability report, we talked about understanding which user has generated the most profit. Again, we want to understand here which team members have been the most effective, see which ones are being heavily utilized , which ones are not being heavily utilized. And obviously, when you have that information, you can make your adjustments, as the case may be. You want to see the time that's being spent on billable work. Obviously, for a services client or a services company, billable work is the be all and end all. So if you've got too many of your employees that are not billable work, your ratio might be off in terms of billable billable work. Being able to easily identify that C that make those adjustments is obviously going to hopefully benefit your bottom line as you go to it and understand areas for improvement in general around the building or around your company, I should say. Can you click on there? And what we're looking at in Q4. Oh, sorry, sorry. I should have mentioned about we're looking at the Q4 is the customizing the ability to customize the formula for utilization so that actually, Rajnath, telling you what utilization is, you can amend it to how you work it within your own organization. In terms of the plan versus actual reports, you want to understand how your work is progressing and you know, you obviously spent a lot of time planning the work, estimating the work. Well, actually, how accurate were you? You know, how often are you were you like way on track or where you like where left field in your estimates? The advantage to that is as you continue to go through that process over time, you do get better at your estimation. And this report is hopefully going to help you do that. I do have to understand how your work is progressing versus what was originally planned. So in terms of some of the features, you can see if your projects are your milestones were completed by the originally scheduled days where you are on time, where you want track. You can find and address those problem areas again by identifying where you're off track of where your estimations were wrong and if you're behind schedule and you can assess performance of productivity retrospectively. So I thought this was going to take 10 hours. It actually took 27 hours. Let's go back and have a look. How do we get that wrong and how can we improve for the future? What we're looking at in the future of this particular report is we're looking at adding estimated time versus log time reports as well. So that's understanding when the work was completed compared to when it was originally planned. And essentially what that will do will be to enable a manager to understand how the current work is progressing against the plan so that they can take action to address problem areas. And again, going back to it, the big one is, if you could see milestones are projects are way off track. We thought they were going to be done by the 21st of September or the start date of September. That's actually gone into October. Obviously, you've got a problem. If you can identify that early, obviously you could take steps to hopefully address that and get the project back on track. With that, that's I'm going to hand back to seat to go through the short term road map and identify some of the things we're looking at releasing hopefully in the upcoming quarter. Magic thanks, Robert. And maybe just before I delve into this, I just want to say there's some great questions, Cornin. So do please keep them coming. People are asking you about things like integration's and the other stuff coming up on our roadmap. So please keep those questions coming and we'll be handling a lot of those in the Q&A section at the end as well. So first stop, the task lists. I'm sorry, the task list. You and Temur is possibly the most heavily used area. The whole of teamwork is very feature rich and powerful. We've made a few changes recently, but you'll notice in Q4 that you were going to be making some big you Yuxi improvements to this that improve the speed of light and the usability of it. And these are based on a lot of the feedback that we've had over the last number of months. So we really want to invest in improving the core team, recalling the most heavily used areas. And beyond that, then next up, we're also overhauling the work area. So I'll tell you a bit more about that in a minute. But really, we just want to make it easier for you to actually manage your own workload. I mean, not to be across all the plans. Then following hot on the heels of that, we're adding recency as I suppose a feature or something that we through the whole the teamwork. So, you know, most great products or Web applications, they understand that people tend to actually go back and work on a lot of what they've been working on recently. So we really just want to make it easier to do that team work. People tend to kind of find what they want to work on, really, either by looking for it and searching for it, are actually going back to what they were working on most recently. And so we're adding a feature in teamwork, which you'll see in the next couple of weeks, where you can easily actually point to what you were working on recently when you're looking for stuff on top of that. As I mentioned previously, with the new inbox coming, which is for managing all the locations. And then if you click on duty, we're also improving templating. So you'll see a new templating gallery coming in, teamwork, and it'll be lots of new templates in there. And it'll be much easier to actually use those templates. And that's not just going for project templates. We'll be adding improved templates for task lists, for automations recipes, for custom fields. Really, we want to make templating the core of teamwork. So for all those things that you do regularly and to reduce manual work, we want to make it much easier for you to do that. And then I'll talk more about this in a sec. We also realize that actually on a lot of projects, people want to set phones for the hub and manage the time, whether it's physical or not. And so today, well, that's actually done at an individual time, not yet where people actually want the control for doing that at a project level. So if you click on there, you see first thing here. This is about bringing the power of the new table due to the more work section of teamwork. So with this, you find a more cheese. You can customize the view to work your way, and it should make it a lot easier. And also, you'll be able to actually there be a couple of ways looking at it. You can obviously see in terms of, you know, date based, what's today, what's coming. But also we're going to give you the ability to actually configure Geral in ways that you can actually say, well, look here manually, I'm going to script based on things I need to do today, next week, next month. Really? So it's about actually giving you that one view where you can actually easily prioritize the work that you need to do yourself. Moving on from there, as I mentioned, the way people manage time on projects, while a lot of people mix it, some people actually want control to say, OK, look, it needs to be all billable or it needs to be all non billable are we don't want to give the people logging the time, the flexibility to choose because they often forget what's the correct one. So this improvement you see in the next couple of weeks means that when you're creating a project, you can actually set the default for the project. I'm giving you control over how time is logged on the project. So if it's a time project that ensures that all the time logged on that project is billable. So that's an accurate reflection of how much time you spent. I'm trying to work on that project. And then. Moving on from here, so this guy might be early next year by the time we get this into your hands, but it's actually one of the ones that we're most excited about. So task details, the detailed view of a task is obviously one of the most pivotal and central features and views in teamwork. And we've completely redesigned this from the ground up based on your feedback, based on analyzing how you use tasks. We feel this is going to save our users enormous amounts of time, because the way it's been redesigned is really based on the most common patterns that we see from users. So it's much faster. It's built a new technology and it also is streamlined so that the things that you most use most frequently are right at your fingertips. So very excited to get this in people's hands. And you should see that sometime early in the new year. So what do their duty? Fantastic. All right, thank you, Marcy and Robin. It's a ton of new stuff coming. I wanted to also call out before we get into the fake news here. One last sneak peek, which is that we are on the cusp just in the next couple of days of launching our new scale plan. So it had deliver and grow, and now we have a scale plan. So the idea here is that we were building four larger businesses, larger client services firms to make sure that we're supporting them as they track their profitability, their budgets, they're doing resource management, et cetera, for their clients. So some of those great features you saw like profitability reports and financial budgeting will be part of that scale plan . So if you want to see what else is in it or just learn more about it, feel free to shoot over an email. You can also added in the questions in here, raise your hand, but feel free to shoot an email over to learn at teamwork dot com. And we're happy to connect with you and tell you a little bit more about what's going to be in side of that plan and those new features. Tell you more about those. And the other thing that I wanted to call it before we got into fake news is that if this is a ton of new stuff coming your way, but we also have dedicated webinars for getting up and running with teamwork and we find have this is great for our newest customers all through our oldest. And you're really going to get a detailed guide through what we consider the core building blocks of teamwork to be subtasks, board view building messages, time files and other features as well. So if you want to get sort of a nitty gritty walkthrough of some of the features and team work, especially the foundational ones, the next one will be doing those every month. But the next one is on Thursday, October 7th. So you can see the link down below. It's in our resources section on teamwork dot com. But again, when we send out this webinar, we'll make sure to add a link to it, if that's something you'd like to join us for. OK. We are now going to get into the FAA, a portion of this, so I'm going I'm going to do is again, we've been answering some of your questions as they come, and of course, some of those questions are great to share with. Also, keep your questions coming in right now into that questions panel and go to webinar. Also, if you want to share any excitement or enthusiasm or comments or feature requests that you would like to see do all of that, too. This is a great way for us to understand what it is that you're looking for, is that as we build our product roadmap for twenty twenty two and the following months there, that we're making sure that we are building the things that you are asking for that you need. So through all your thoughts and questions into that questions panel now, but to kick off. Question for either Mosse or Robin. So we had a question coming in which reads and I'll just read it out. The financial budget looks great, but there are. But are there plans to allow more tracking than just budget against the project? We need to keep track of allocated time against the project, as well as project costs that can currently do only one or the other. Sorry, on financial budgeting. One of the one of the roadmap items, and I should have mentioned this, is the ability to add a line item to get your budget as well as you can track specific line items, and you can also have the ability to set subagent. You could track that more granular level. So in terms of future generations is certainly we have to add to that in terms of capturing a project costs and putting them against your financial budget. That is one of the things we're working on at the moment. Anything to add to that? No, I suppose just directionally they'll look in from a budgeting perspective. We will be adding a lot more customization and granularity to it. So I think we have a good base now with the budget to time based on financial budgets. But yeah, people want a lot more control over its multiple budgets per project. Yeah. We're just at a task level task list level. So we'll be continuously improving the customer's ability, the budgets over the next couple of months. And just to say that we've already spoken to a number of people were already kind of working on iteration, too. But if you do have any specific requests, we're happy to talk and discuss them and see if they're on a roadmap or do we need to put them in a roadmap if there's a lot of people asking for them. So, again, to re-emphasize, feel free to reach out and we'll try and set up a call and have that discussion. All right, great. Next question we've got, are you able to import budgets and ad budgets at a task list level on the road? That is coming up. That is iteration two. So one of the big things that we heard from our research was that ability to do it at a task this level. So what you've got now is you've got a budget at the project level. Why you'll be able to do what we're currently working on. Improving the budgeting is have a budget at its highest level. So, for example, you might have a ten thousand dollar budget for your project, but that might be a 2004 design, 2000 for engineering, three thousand for support, whatever the makeup of that budget is. So actually, to be able to track that at a real at a Tharsis level, at a really granular level. And obviously, if you can do that at that level, you probably get that inside a little quicker, that you're on track, off track, over budget, under budget. So that is coming that that ability to to set itself budget rs3 a task, this budget that rolls up into the overall budget, that's that's definitely something we're working on. Right. Got another question here from Victoria, so there was a question about whether or not you're able to keep track of time against the project that Victoria. Is it possible to assign estimated hours in budget to individual tasks within a project? We'd like to track what's planned and what the actual by task. Yeah, and that I think we mentioned that at one of the reports that we're looking at Pandan actually, and actually one of the things that, again, a bunch of research came up is that plan versus actual. So we do want to bring that back to the project level rather than just at the report level as well. So it is something that actually my board behind me in terms of the research I'm doing at the moment. So, again, happy to talk to that. We are trying to understand that problem more to bring that in so we can actually show the estimates versus actual at a lower level within the project as well. All right, another question here. Will you ever integrate with Quick Books desktop? That is a good question. Quick book desktop. We do quick books online at the moment, quick, but desktop is a little a little harder from a technical point of view. We are looking to increase our integration capability. So it is something we're looking at. It is on our radar I cannot commit at the moment, but it is certainly something we going to be looking at in the new year. OK, OK, I have a question here about automations. So can automations move tasks across columns on the board view? This would be great. Right, no, no, but it is something that we've heard and it is something that we're going to look at. So I don't have a definitive answer on that yet. But again, you know, a lot of people are asking for something and something that we will look at. We are you know, this is an exercise over the next couple months in terms of bringing the cost to current or of new triggers and the automations to get to really so that it's one seamless sweet. They're kind of two separate features at the moment, and they're both valuable for different things. But ultimately, we want to be one automation engine. So the likelihood is we will do that at some point in the future as we kind of bring the board triggers closer to new automation engine. And again, the input that you're giving on this webinar, if we take seriously, though, it's great to add in the kinds of things you'd like to see, not just the questions in that chat pain. They're got another one here. Do you have any insights on simplify or any I'm sorry, do you have any sights on simplifying the experience for clients? Currently, it's somewhat overwhelming UI for a client to grasp with everything going on. A stripped down, simplified UI for clients would save us some support costs and improve the effectiveness of using the tool for client work , which is our primary case. So that is a great question, and that is something that we are looking at for next year. And it is something that those get asked for. And it makes a ton of sense, really. You know, ultimately we want to provide a view of teamwork that makes sense for your clients. And they don't need all the bells and whistles because there's a lot of teamwork in terms of what you can do with it. I'd love to whoever our staff would be great to get their input. That's something we're going to be looking at for next year. And it'd be great to actually get an understanding of what it is they would like for their clients to see, to feed into how we look at doing. All right, I got another question about automations here. So for automations, can they be used in the planning and portfolio boards? So, for example, if we set the product to complete status, the product could move across the portfolio board to a complete column. Or if you're tagging or custom field changes, those could trigger moving across portfolio board columns. So that's a great question. The short answer is not right now. The way we've engineered them for release, because it is a relatively new feature, is just at a task level. But it is our plan to actually broaden it out in terms of being able to use the automation. So automate a workflow for any object in teamwork. So whether that's at a project level in the portfolio, even between team work product. So if there's any team or test customers on here, we want to create automations for, you know, when the status of the ticket changes that that would actually update the attributes on a task. So the way we've engineered it is that it's actually it's a generic automation engine, which means we can actually use it to create automations between anything and teamwork. So, again, if that's something that a number of customers and users are looking for, will absolutely look at this. Right. I have another question here about intake form, so the question is how to intake forms, work alongside or with desk. How do intake forms there are forms in desk today. And correct me if I'm wrong here. They're the ones that we've done for timecard separate. So they are forms for capturing inputs and taking it into teamwork. We may unify those things up in time. We are a big focus for teamwork. Next year, I suppose, will be a more unified product experience across our products. But today they are two separate features. It is something we are going to look at next year, but we haven't fully figured out yet how those things might play together. Question from morning are the utilization reports and the plan versus actual reports only project specific? Or will I be able to run these reports from multiple reports or for a specific team member? Well, I can speak to linger around and feel free to chime in there, goalball, so they look across everything. You can filter by project if you want, but like the utilization looks at someone's utilization across everything. Yeah. And that's that's that's really the point of all the reports we're getting away, if not project centric view to giving you that global view across all your it seems the profitability that we just talked about there diluted profitability across all your all your projects, your users, your customers or whatever. So those those entire that entire report suite is trying to give you that global view across all the work you're doing. And similarly about that allocation of time question, Diane, will we be able to link tasks to the allocation of time? Yes, that is something we're working on. Yeah, that's true. You won't be surprised to know that that's something that's been requested a lot, Azah. That's largely done. Pretty much. Yeah, it's pretty much ready to go. Yeah. OK, let's see. A few more here, OK, we've got one that says we would benefit from having the option to add more than one milestone for task in the schedule, is that possible? Not right now, but and at the risk of sounding like I'm saying Manyana for everything, that is something we are looking at next year, like the milestone hierarchy is somewhat rigid today and it has been from the early days and teamwork. We get asked about this a lot. And we do want Luciana's next year, essentially, so that people can handle milestones a little more like goals, if you like, where you can have multiple milestones per task list and vice versa. So we are going to actually really loosen up the hierarchy around milestones so that people can actually have a lot more flexibility that those get requested. And that is something that we're looking at. Great to see pulling out a few more hair. Is there anything in the works for us to allow for to allow for us to compare her tasks that are used in a task template were executed across different projects, something to help us see if the templates are accurate or missing in reality and time estimates or timelines? So that's that's an interesting ask. It is something and really, I suppose we're probably only a research stage, and if I'm understanding the question correctly, people ask us, can they have some way of seeing how the place, whether it's on a project or a task force when its use deviates from what the template was. And we're kind of I suppose, even if you take it to the level of a almost like a product or a service, we are going to look at enabling something like that in the future. So let's say, you know your business, whether if you were an accounting firm and you said auditing or if you're a digital agency and you say that your services really that you can create a template that mirrors the services or products that you provide, and then you can see how that's actually being used in your across all your projects and that you can report on it. So if there's a lot of deviations from it in terms of how you've designed it, you'll be able to report on that. So, yeah, it is something we're considering, but I would say it's it's it's in the future. And another one here. Can we allocate staff on a project in advance so we have the right number of staff and our allocated and so that that staff person knows how much time they have to spend on a task. I would say that's kind of largely doable today, it depends which plan you're on, if I'm understanding the question correctly. You know, this depends how you're trying to plan work. You can use team works, resource scheduling for planning at a high level. You know, by saying here all the people who are on this project. Here's how much time we're allocating for them and then how much available time do they have and is that feasible? That's typically done at a higher level over a longer period of time. If you're managing the work with tasks and estimated time than our workload feature is better suited to that for your santero, all the people on the project. Here's all the estimated time it takes for doing these tasks. And here's their capacity over the next week or two weeks for doing that. So it depends whether the person has those features on the plan that they're asking about. But I would say that's largely doable today. Question from Ailin Will the budget functionality now be available to all users? It's my understanding that only certain plan levels can use budgets. That is the case. It's on the growth plan and it will be on the scale plan. So on the growth plan, it's limited to to budgets. And on the scale plan will be on limited budgets and financial budgets, the time budgets are set to be available. As is a question from Kelly, where will the utilization reports be customizable? For many agencies, utilization is a factor of billable versus not available time, not hours versus hours worked. Yeah, and I think I think that's the wrong reason. I don't plan today. It's kind of a gross calculation in terms of log's time versus total available time. And we're looking at giving the flexibility for our users to say, well, the way we calculate utilization is based purely on billable time from available time. So we are planning on giving that flexibility. Yeah. Let's see, I just want to pick out one or two more here for our last few minutes. question from Catherine question and a comment says Teamwork is working well at the project level. Do you have any plans to build functionality where you can build interdependencies between projects and more of a program management? I'd be interested in maybe Speaker Covid understanding a bit more specifically what she's looking for there. But yes, we are improving things in that respect, I suppose over gradually, over time with things like reporting and stuff that we're taking more of a global view of how teamwork works, rather than a lot of the things being done on a project specific level. And so it's if customers ideas around her needs in terms of how the different projects interact with each other. I love to hear a bit more about that. Yeah, I think that could be really interesting as well. If you think about the profitability, the way we talk about that, you might have multiple projects per customer and there might be some interdependencies there. And so that'd be really interesting to tease that out, I think. Yeah. And the other thing that I didn't mention earlier, I suppose one of the things we're looking at for next year, but ultimately our goal is be a team of one place to manage the client project lifecycle from end to end. From, you know, converting a new customer into executable product or project work based on the customer proposal and say we're right the way through in terms of actually getting paid for it and billing for us, invoicing for I mean, one big area and maybe relates with someone is actually handling retainer work. A lot of our clients, a lot of our customers won't to be a managed retainer based work, not just one off projects. We're seeing that more and more. So a big part of our product research at the moment is focused on the needs of customers in terms of managing retainer based clients and make it easier for them to manage that in teamwork. And I should have mentioned that as well. Macero financial budgets, that you do have the ability to set a recurring monthly budget. So you talk about that retainer work on a monthly basis, or you can actually set custom timeframes on that. You might have a certain amount that the customers want for support that can actually be handled in financial budgets. But but we are, as Marty mentioned, we really want to get into that space and a lot more and understand that a lot better to reflected in our product. All right. Another question here, a couple more can we have the project created from a form and choose a template? Yeah, that's actually a good suggestion. We see that a fish that is a really key improvements to the farms, you know, actually to be able to actually from the farm generate a project from someplace. So I don't have a Toni Morrison or not, but that is something that we see a little bit, where you continue to improve farms. I mean, that's one of the obvious things to look at. The other thing I'd say about that is that we're looking at how we can combine the farms with the automations engine, because those things are very closely linked. So really, we want to let you use the automations recipes in conjunction with the farm so that when people do things in the farm, in terms of inputting certain information, that executes a lot of those automations in certain teamwork. So there's a lot that we plan there. So if people have workflows that relate to actually like that example where they want to form to do something different, we look to those ideas. And one last question from Matt and again, thank you all keep putting your questions in, because the more we see, as you can see, the more ideas it sparks for our product team and the more we are able to actually take your input and put it into our product roadmap. So last question is from Matt. Is there anything on the roadmap to be able to create estimates and teamwork in some way or a way to explore a task list with estimates to show the client what the full project estimate is with all of the deliverables? I would say you can do some of that today. You know, it depends. Feel free to chime in here, Robert. I mean, you can create a project today and you can estimate all the tasks and the time and the effort that goes into that . You can do it, whether it's based on hours, based on percentages. Where I think we can improve this, I suppose, is actually the way that you can share that with a client. That this goes back to the question earlier about the value of teamwork proclaims we are looking at make it much easier to actually take what's in teamwork and putting it into a format that you can share with your clients that might be a little simple Portland based view where there's lighter logging and stuff. And then you could actually have a view of the project, estimated timelines and estimates and stuff so that they can see the estimate on the progress. So that is something that we're looking at when we're going to be looking at the client base views. And but you could so I would say you can do a certain amount of it today, but we can certainly make it better in the future. OK, great. And that brings us to our hour, so just wanted to say a big thank you to everyone. Thank you to Marcy and Robin for jumping on and leading the way for us. But thank you to all of you for showing up, for putting so many questions. Great questions of input and feedback into that questions, panel. And for joining us. So, again, we'll be doing this once a quarter at the end of the quarter, Mark, so that you always have what's happened and what's coming up next. Join us then a couple weeks, October seven, for that deep dove into the sort of building blocks of teamwork. And stay tuned for that upcoming scale plan. And thank you again will be sending out some fake news if your questions weren't able to get answered. We appreciate your patience on that. And then we'll also send out the recording for this in case you want to dove back in or send it to anyone else. All right. Thank you so much. And have a great day, everyone.