Get Started: The Fundamentals

Transcript for the video 'Get Started: The Fundamentals':

Welcome everyone to our Fundamentals Webinar. We're going to focus on the basics today as the name entails, and we're going to hit the ground running so that we can be truly successful with teamwork. My name is Stephanie and Andrew and I are going to be your co-hosts today. Let me introduce myself and tell you a little bit more about us. So I joined teamwork at the end of last year, and I'm the customer education manager here responsible for helping to build out our content to help make you successful. If there's any particular content type that you're looking for, I would love to know about it. So again, using that question functionality, you can write in and let me know what you're looking for. Just a quick note on that. We're also recording this to be the on demand version of our webinar. So if you're listening on demand, just know this was once a live webinar. And so that's where some of these questions and questioning answers are coming from. With that, Andrew, do you want to introduce yourself? Yeah, sure. Hey, everyone. Thanks for joining us today. My name's Andrew Parkes. I'm part of the onboarding team here at Teamwork. So we help new customers coming into teamwork and existing customers who have been using teamwork for a while. We help them implement teamwork properly, optimize teamwork to fit their use case and their business goals. So we'd love to work with you. If you're just coming on, you can always reach out to us. We'll have more information on that later. But I've been in teamwork for a little over two years now. So it's been awesome to see this webinar program grow. Happy to have everyone looking forward to getting everyone's questions today. I hope everyone is prepared to ask as many questions as possible. We're happy to take as many as we can today. So thanks, everyone. Okay. Let's go to the next slide. We'll really quickly go over the agenda for today. And the first thing that we're going to do is a quick little overview of teamwork as a company. About one minute and then from there, we're going to jump right into the product and we'll spend the majority of the time there with Andrew. The first thing that he'll go over our teamwork building blocks. So understanding the basic mechanics that drive project management. From there we'll go into some core features like the board view and messaging, and then we'll cover some task management best practices for setting up, assigning and completing tasks. Finally, we'll wrap up with some action items and helpful resources that you can dig into after the call. That's a super fast rundown of what we're going to cover, and we'll jump right in by talking a little bit about teamwork. If you can go to the next slide, Andrew. So here's our mission statement, and it's just a core thing to know about teamwork is that we we do have the core project management platform, but then there are a few different add ons, a forum or ticketing system. But the mission is the same across everything that we do. It's to make client service teams everywhere efficient, organized, profitable and happy. And so much of what we're going to speak to today is going to hit on the organization and the profitability side of things in particluar. Next slide, Andrew. I'm not going to talk about everything on here, but just a little bit about us. So team work has been doing this since 2007 and our founders developed teamwork because they were a client service firm and they needed something to help them run and manage their business. Our founders work has changed a little bit over the years, but what hasn't changed is that we still use teamwork to run our business. So, for example, we used it to plan this webinar. We're developing the platform, but we're also very much customers as well. So a lot of what we give you is from the perspective of us using it as well. Then one more thing, Andrew, and then I'll pass things over to you. You can go to the next slide. Like Andrew mentioned, participation is a massive part of this day if you're on the live webinar. Andrew is an expert at onboarding and work management and we want you to take advantage of that. So you can use the questions functionality in the go to webinar panel to ask questions. We'll be stopping periodically throughout the webinar and then we'll save time at the end for questions as well. So don't be shy. There is no silly question if you have it, there's a solid chance that somebody else has it as well. And with that, Andrew, that is it for me and I will hand things over to you. Awesome. Give me one second as I switch screens. Thanks so much, Stephanie for that overview. All right. One, two, three. Quick call out on the new UI, Andrew. Of course, yes. So we'll start with that. So real quick as I show my screen here, I hope everyone can see that looks like it's sharing good, sharing well now. So just to mention, if everyone's following along today, you might look at your teamwork and you might look at it and say it looks different than what's on the screen here today. We are, we have just released a new UI in teamwork with a left side kind of panel here style. So some of you who have just started in the last couple of weeks or last month or so, might have this view. But some of you who started using teamwork months ago, you're a current customer that's been using team for a while, your teamwork might look a little bit different. Don't worry, in time you will get access to this new UI, which I think is much better and a really nice way of navigating teamwork. And you'll be able to switch between the two to get used to it. You'll be able to switch between the two for the time being as well, just so you can get used to it gradually rather than kind of we switched you over at one point. So just to call up there is this kind of the new UI over here with the side panel. So good call there, Stephanie. Other than that, so a little bit more about the agenda today really quickly, today is meant to be kind of a high level overview of the core functionality of teamwork. So that's what we plan to go through today. There are loads and loads of features that you can leverage in teamwork such as, you know, managing capacity reporting, building dashboards or all these different things and teamwork that you can leverage. But today's focus is strictly on the core components in building projects in teamwork, right? So I want to stress that here, if you have questions about those other features, definitely reach out to us any time we'd love to chat with you. Hopefully today we're aligned on basically that kind of core components, the work components of teamwork and building those out specifically. With that being said, let's hop right in here. So again, if you're following along, you are landing in this project list view here. Okay. So what we call our project list view, the way to get to that is go to projects and go to all projects. Okay. I'm logged in today as, we are on a demo site here by the way, this is not a real site. This is just a demo site that we've built out with some test projects. I'm logged in as the user Dominic McNamara here and you'll see I have kind of we have a team built out in here with all different users and things, just as you can in your trial. You can build out your own users and everything. Okay. Today I'm logged in as Dominic, so I'll be referring to myself as Dominic today as we go throughout the demo. Okay. So again I'm landing in the project list view. So projects. All projects. Couple of things I like to call out to start here. Everything in teamwork. You know, first things, first year, everything is teamwork starts with the project. A project is your starting point. Project is your container of work that you build out and you track towards. So as I'm looking at the screen here, a couple of things I want to point out here. Projects and teamwork can take all shapes and sizes. And what I mean by that is each project here you see can be built out. Projects can have a start date and end date. We're going to look at our example today with a project that has a certain start date and a certain delivery date. But projects can also be ongoing projects, right? They can be catch all projects. They can be evergreen projects where they don't actually close. You know, you're just kind of building a project to contain that type of work. So how we have it built out in teamwork here today is we have these lists, these projects here on each line item, and they're listed out by company. Companies and teamwork are there to represent your clients or your internal company simply. Okay. So Bluelink is the demo company. That's my internal company, the company that Dominick works for today. And then we have our clients, okay? Our clients are listed out. We have Dunder Mifflin here. Pied Piper. Sterling Cooper. I'm not sure if you've heard of these companies, but they're made famous by various TV shows that we've built out in our test environment today. So if you're new to teamwork again, a great first step is to build out companies. If you are running client projects, build out your companies through the people section here. So we just go to more than people, add some companies in. And then when you start building projects, you can classify your project under the right company. So again, for today's example, I have my internal projects here. I have my client facing projects here. I also have some categories on the left hand side here that I filled out just to show you what an example might be. Categories are another way of keeping yourself organized and organizing your projects, right? So I have my client projects and my categories are listed out by service and I have internal projects and those projects are listed out by department. So that's just an example of how it could be set up. You don't have to set it up exactly this way. But again, companies and categories are kind of the two main things to keep yourself organized within Teamwork and keep your projects organized. Okay. So as we look down the project list here, there's lots of details that you can apply to projects. Get yourself familiar with all these details I would say. In the interest of time, I'm not going to go through every single kind of piece here. You can actually add or remove columns up here and show different features or different details related to projects on the project list view here. So you can customize your own project list you. All right. So in our test project we're going to focus on the Dunder Mifflin Infinity new website built. I don't know if everyone is a fan of The Office, but this is actually the website that they built out. So we're going to focus on this project today, and this is our new website build project, as an example. Okay. So when I hop into this project, it's going to bring me to our list view. Okay. We're going to cover some of the other views here today, but we're going to start in the list view, and this is probably what I urge everyone to get familiar with. When you first come in to teamwork, get familiar with managing your tasks in this view and you can add on the other views as you go along aswell. Okay. The first thing that we come to in the project is going to be our task list. Okay. Task Lists in teamwork are simply groups of tasks or folders of tasks here. Task Lists can represent anything from a phase of a project like we have listed here today. So we have our task lists as the initiation phase, the research phase to go up scope management, develop schedule management, develop cost management. So this is kind of each stage of the project. This is a very linear project, right, where we kind of start with the initiation tasks and we work down the list to completion of the project. In a different example, if you had an ongoing project, let's say you were doing, retainers or something for a client. You can group your task lists by service, right? You could have your client as the project and then your different services that you provide for the client. If it was SEO tasks or content tasks, blog post tasks, you know you can group your task lists that way as well. So many different ways to kind of use task lists there. The one thing I always like to say about task lists, though, is they can always be templated out. Okay, so each task list and list of tasks can be turned into a task list template. So if there's a certain set of tasks that you that you know that you're going to be using across different projects. My suggestion would be to think about how you want to set those up. Come in to the three dots here. Go to templates and hit save as template. So after you build that list, you now have it as a template. You can drop it into any other project. So really cool feature there. Okay. So each task list here, you see we have at the top here, you can collapse and expand these so you can click into one at a time to just focus on one task list at a time there. And then each line item below the task list is a individual task. Okay. So let's talk about tasks now and then we'll jump into questions right after. I know I've talked quite a bit so far, but the tasks are really your core kind of pieces of work in teamwork. And really what everything triggers off of is tasks itself. Tasks and teamwork can be assigned out to people. So you see here, if I'm dominant, I have a couple of tasks assigned to myself. I have the name of the task here, and as I look across the line item, I have some due dates. I have estimated time on the task and there's all these other icons that I can run through quickly here. Like you can set reminders for yourself on tasks, so you can set reminders to trigger any notifications for yourself. You can add subtasks, you can log your time on tasks, which is something will be going through. You can set priority on tasks so if this one is high priority I can set that up. I can do progress on tasks. I can set followers. I can manage it in the board column. So there's all these, like, different details on the task that really will help you manage your project timelines. But really, the core functionality is like, okay, a piece of work is assigned to a person or it can be assigned to multiple people. In this case, as we look down the list here, I have one down here that's assigned to two people and the tasks can have their own start dates and due dates. So if I click into this task here. Click here. And set up a start and due date. Let's let's make this one start today and let's have it due next week. Okay. So now I see I have a timeline here on the task and that really is going to trigger all your notifications. You can set up tasks to be repeating in a certain timeframe. So, so much capability on the task itself there. Okay. One other thing to mention. If I go back one step here. We want to mention the use of subtasks in teamwork. So right now, up here, we're looking at parent tasks. If I scroll down, I can see a parent task, and a number one over here. And if I hover there, it's just going to show me that one subtasks is incomplete and subtasks work the exact same as a parent task. However, it's just nicely nested there for you and you can. The idea here is that you check off the subtasks in order to complete the parent task. So you see I can't complete the parent task up here. I would have to complete the subtask and now it allows me to complete that parent task. Okay. So if you had kind of one large piece of work that could be a parent task and then individual deliverables that go towards that parent task like different deliverables within that task, that's how would you use subtasks in that sense. Again, just to close off that thought there, the task start dates and due dates really dictate your entire project timeline. So in this linear example, but in this project example where there's a start date and an end date of the project, you know, the idea is that all of the tasks have to be completed by the end of the project, right? So and within the project you just build, you start dates and due dates on each task. And that really dictates your timeline and tells the people that are assigned to the task when it has to be done by. Okay. I might stop there really quickly. I think I covered all I wanted to cover with tasks and subtasks. Any questions that have come up? I know I've talked a lot, like I said. So Project List. We went over getting into a project using task list to group your project into group tasks and then task management. So a lot of stuff there. What questions do we have on that stuff? Perfect. Let's start with an easy one and then we'll get into a little bit of trickier ones. First one, can a task be assigned to multiple people? Yes, absolutely. So you see down here I have update plan with all relevant management plans to provide a holistic view of project processes. A long name for a task, but I have this one assigned to myself, and Alex as well. And if I just show you really quickly when I add a new task. New task here. Who should do this? I can go scroll down and say Add more and it'll bring up this pick list so I can assign multiple people, two people, three people, four people, whatever you need there. Set my start date and due date and create task. Go ahead Stephanie. Oh, no, sorry. I was just going to move to the next one. Can a project be listed in more than one category? Good question. No, not right now. So projects have one category and one company associated. If I go back to my project list view, go to all projects, you do have the ability to kind of do this like nested category. So like a top level category and then categories underneath. But it's one project, one category. Okay. So if something's in the digital category, you know, it's in the digital category, it's not also in the client projects category. So it's one project, one category and one company. To set up your categories real quick. Click on this gear icon up here and you can manage all your categories right here, add category. You can nest it if you want, like I was mentioning, or just create them from there. Would tags be, I know we're not going to go into those right now, but like tags would potentially be a different way to deal with that problem? Exactly. Okay. Yeah, I just kind of skipped over tags, but tags are basically real quick labels that you can apply to a project. So you can group projects by label here. So if this was like a design project and this one down here is a design project, I now have those groups by tag. I can come up to my filter icon and say, okay, I want to see all the projects that have the design tag applied to it. So if I click there, it'll filter to those sets of projects. So tags are another layer of kind of delineating projects there. And right before you said that, somebody wrote in and was like, you can use tags. So we have listeners who are really on top of things right now. One more question for you, and I'm going to ask just because it'll be a nice transition into what we're about to talk about. I'm using teamwork as a consultant with multiple clients and multiple projects per client. What is the best way to view all of my tasks in one view, to prioritize my work for the day? I traditionally use a kanban board for this. And is that possible in teamwork? Yeah, absolutely. So one thing that I was going to point out at the end of the call, but I can point out right now is the my work page. So this is my work page gives you the central view of all of your work that's assigned to yourself in one view here. So that's a really nice view for you to enable. I would also recommend setting up a dashboard per client. If you have multiple projects for client and you're trying to group information like group tasks across projects. Check out our custom dashboards that you can build. In the custom dashboards, you can build a view where it is always updated in terms of like, okay, here's all the tasks I have for this client and it will show you all the tasks across those projects. So definitely check out our custom dashboards there. And then last idea I might have is if I go to more and then everything, this allows you to see all active tasks and you can filter here by project here and you can select, you see how you can use your filters to drill in to certain and slice and dice data here. So if I choose here, I can see. Okay, for. Sterling Cooper. I have a couple of different projects and I can filter to those two projects and it'll show me all the attacks across those two projects. So custom dashboards, my work and everything section will allow you to do of all that, in different ways. And we have more questions. But I think that that's good for now. And we can we can keep going and keep writing in your questions. Those are great. And we'll keep answering them. Yeah. And you mentioned the Kanban board as part of your question there. And that's the next part we're going to get to. I'm gonna go back to my all projects view. What's nice about this is if you click on projects, I should mention that you will bring your recent projects here. So if you're working in multiple different projects, you can always, if you click on that project button, this is a newer feature of ours, which I love. You can quickly see what projects you've been in recently. You can click into the ones recently. So you don't have to come into the list view every time, you can just click on your most recent project here. Okay. So to move forward here, next kind of iteration, next kind of piece of work that is in teamwork that I think a lot of customers have questions about, and a lot of customers take advantage of them, is milestones. So I'm just gonna hide this filter here. So milestones in teamwork. So we talked about our task list. We talk about our tasks, right? So tasks are groups of tasks. Tasks are individual to-do's or individual pieces of work. Kind of sitting above both of those is a milestone. A milestone in teamwork. If I click on this one that I've set up here. A milestone represents a specific point in time, and what it can represent for you is a specific phase of a project or bigger chunk of work for a bigger block of work within that project. Okay, so we have this project. In this project example, we have our project start date and end date. We know this project has to be delivered by a certain date. We have our tasks dictating each individual piece of work, or unit of work, has to be done by. you can put them into your project as specific points in the project. And the idea here is that I just built this project scoped milestone. And what I've done here is I've attached one, two, three, four different tasks to that milestone. So the idea is that when you're working through these tasks and checking out tasks within these lists, the progress of the milestone is going to update for me. So it's all about tying the task to the milestone. And then as you update those task lists, your milestone progress increases. So again, if you're a manager level or if you're a project manager, you can come into your milestone tab right here and see quickly like how far along are we with these milestones? Right. So like if we're tracking, is the project tracking well, yes or no. I can quickly look at the milestones to get a sense of that and just kind of see how far along the milestones are. Okay. If I go back to the milestone tab really quickly here, I can add a milestone, you know, test milestone. Milestones can be, obviously they have a due date. So it's that point in time that we're talking about there. We can we can pick a person who's responsible or multiple people. So it's actually assigned to someone. And then description, privacy and followers and then task list. This is where you connect those task lists to the milestone and you would add it here. Okay. One other thing I have a lot of customers do is, you know, this is kind of a list view you can toggle this to a calendar view. So it's really nice. Like on a project you can come in and see, okay, I know we have these chunks of work, or these blocks of work due by this date. And if I flip to the next one, if there is more milestones, it would you would see that calendar view. That's that's kind of a nice thing that customers like to take advantage of as well. Okay. So we'll come back to milestones with questions here, but I'm going to move forward and go back to the task list and task management here. We also have our, someone mentioned the board view before. So our list view is kind of like, again, that first kind of thing that you should kind of get used to a little bit is kind of managing tasks in this view. But if you prefer, you can use our kanban boards here. Okay. I want to stress the list view and the board view work together. They're not separate. There are different ways of managing your tasks. Right. So all that means is that right here I have some custom columns that are pre-built into my project here. Your project can have the same board column set up in each project, or they can be different depending on the project. So each project has their own boards. Okay, so this one I've just done scheduled delayed in progress in review on hold complete. So just some simple kind of example here. And really like that's the most common use case we see with board view is that status indicator. So the piece of work or the task moves throughout the board column is the idea here. So just to show that and illustrate that, if I click on show backlog. This will show me all my tasks here. Broken out by task list. All right. And if I just put this one start with this task, I can quickly drag and drop this into the schedule column. I can drop the entire task list into the schedule column. So really easy there. Right. exit the backlog, the backlog is a task that you've created that doesn't live in a column just yet. It's just sitting in the backlog. It hasn't been put into a column yet. The idea here is that if I'm managing this task here, I'm responsible for moving it throughout the phases here or the statuses all the way until the completed status here. So kind of like the question that was asked is like a holistic view of what's going on. It's like this. This is a great view to come into as a manager. Or if you're managing the project and quickly coming to a board view and see exactly what is in each stage and kind of identify quickly what's completed, what's in review, what are we waiting on, what's on hold? Why is it on hold? All that good stuff. So lots of capability in the board view there. Real quick, I wanted to mention board view triggers. So if I just go maybe to the on hold column, I want to point out one cool feature here. If I click on the three dots here, I can go to column settings and add trigger. Okay. So I hit this dropdown here. These are certain actions that we can automatically apply to a task when it's moving into this certain column here. Okay. So this is saying, this is the on hold column. If I add a trigger on this column when a task is dropped into the on hold column. What do I want to happen to that task automatically? Do I want it to modify properties or modify assignees or autocomplete or modify dates. Right. So there's lots of different kind of trigger options here that you can apply to their columns. This really helps you build your workflows into teamwork, right? So if you have a specific workflow that a task has to go through, you can definitely use these triggers to automate certain actions on the task as it's progressed throughout the board column. Okay. Our most common ones are like send custom notification. That's a really popular one. The other most companies are complete. So if you have a completed column that you want, like I have set up here, I can simply go to the three dots, column settings, add trigger. Auto-complete. Add trigger and update. I know that was fast, but again, column settings and, it's all in column settings here. And you can add triggers, set up triggers right through here. So now when I move a task, when I move a task into. The completed column It auto completed for me there. Okay. So I'm going to pause there for any questions on like milestones or using the board view. I know the board views stuff is a popular topic, so I want to pause there. Thank you. Let's start with milestones first. It's a milestone template combo question. So if you have a task list which contains a milestone, will the milestone be included when as part of the template, if you use that as a template. So milestones are not included on the task list template level, but they are included on the project template level. So if I was to build in milestone to this project, I didn't come up here and save this project as a template so that every time I roll out this project, the milestones will be there. But the task list templates themselves are just individual. They're not automatically attached to a milestone per se you would want to use project templates to template up your milestones. Perfect. Thank you so much. And then now going back over to the board view, can you add a trigger to multiple tasks as a kind of like a mass-edit? So you can bulk edit your tasks back in the list view here. Hopefully I'm thinking of this question correctly here. Yeah. So so good question. In the list view, you can come to your three dots here and bulk it at tasks and this kind of wizard here or this module or whatever you want to call it. You would just check off the tasks that you want to edit here and select all tasks if I want, and then I want to modify them and go to next and I can reassign them, assign a start date or due date, or I can set their column. So that's actually a good point. If you have a project already set up and you want to start using the board columns, you can bulk edit your tasks, set up the columns, and then just quickly place all of those tasks in the schedule column or whatever the first column is. So you have that there. Hopefully that helps. But I mean, I didn't know that and I definitely manually moved a bunch of cards a couple of weeks ago. So really good to know for the future. And then maybe just a quick refresher on triggers. Triggers apply to a column within the board view and any tasks that meet the conditions within that column. Is that right? Triggers apply to the column. Right. So I added that autocomplete there actually it shows up right down here, which is nice. So if you hover, it'll have this little trigger icon or target icon. If you hover it over, you'll see what triggers are applied to that column there. And it's any task that gets moved into the column. The trigger will apply to that task. And what I would say really quickly is, well, in your project templates, if you're using project templates, definitely template out your columns and your triggers within the board column so that every time you roll out a project, those triggers are already there for you, which is really nice. Sorry about that. No, no, that's perfect. And actually, it brings up a point that somebody else mentioned already as well. If you want to know more about templates, watch. Check out the second version of this webinar. Let's get started. Streamline work on our webinars page and that Andrew goes way more into templates and what can be done there. So if that's interesting to you, I would definitely check that one out. And then final question, Andrew, before we move on. It's kind of like a board plus one question. Can you generate a broad view across all projects? Great question. So to that, I would say check out our My Boards feature. And I don't have enabled in this demo site right now. It's a beta feature. So what you have to do quickly is get your admin to go to the settings tab and go to beta program, and make sure that my boards is turned on. Okay. Let me refresh now. I have it. And now I should have my boards. Perfect. So now if that's enabled on your site, you can click on your icon go to my boards and this will this section here will allow you to set up your columns across projects and have it in one central view here. So answer is yes. My boards, there's help docs on how to set those up. Definitely look at our help docs go to our help center and go to our help docs here. You can do that with my boards and our product team is working on more across project board columns as well as as time goes along this year. So look out for that as well. And would the portfolio view be worth mentioning just as a. Yeah. Really quickly. The portfolio view is under the planning tab, I believe. Yes, it is. And I'm going to go to portfolio. Portfolio view is the same concept as the task board. But this is a project board. Okay. So instead of tasks moving throughout the board columns. You can set up. You know, these can be different columns obviously depending on your workflow. Started, on hold. You know, whatever you wanted to put here. I just started doing a really quick, simple example, obviously. But the idea of the portfolio is that now if I go to the backlog, I'm seeing my projects actually. So it's it's that project view, that portfolio view, and I can move the projects throughout the board columns like this as well. Awesome. And there are triggers on this as well. You can set up just different ones. Cool. We have a few more questions, but I'll save them for the end. Just so we can make sure to get to all the content. Great. I promise we'll leave as much time for questions at the end. Let me run through the next kind of piece, which is our time tracking and quickly billing. Okay. So I'm just gonna go again. Navigation. Quick check projects tab. Most recent project. Dunder Mifflin. So logging time inteamwork, obviously a big piece for your client service agencies or professional services agencies makes up a lot of our customer base. are really a big part of project management for anyone. It's logging time and getting kind of capacity information and even billing out from teamwork. So that's we're going to focus on next here. So really simply, if I'm assigned a task here, I just want to point out so we're going back to our list view. I can quickly click this icon here and just toggle to the tasks that are just assigned to me on a project. So definitely make use out of that cool feature there. So let's say I'm Dominic here. I'm working through my tasks here. I'm checking them off. I have some estimated time listed already, but the idea in teamwork to log time is that it gives you so much more information. You can log time on your individual tasks and it unlocks so much in teamwork. So going to illustrate some of that now. So if I just hover over the clock icon here, I can log time manually. And just in this kind of module here, I can simply pick when the time spent was the start time, the end time, the actual time spent, let's say an hour on this task. And the time is billable, we're going to look to bill this time out to our client. Description field. You can tag your time logs as well. Okay. Log this time. So now quickly on this task here. Again, if I'm a manager coming in here, I can quickly see, okay, this task is estimated at 2 hours. Dominick's already logged one hour to it, so we have one hour left on this task. Let's say I went in, logged more time, and next day this is a bigger chunk of work than we initially thought. And I spent 2 hours logging time. Now it says, okay, logged time is 3 hours. That's over the 2 hours estimated. So wow, we should have alotted more time for that. That's one piece of information you kind of get from this. Also, I can start a timer here. So the timer is really handy. So I just start a time right on the task here and kind of keep track of my time automatically there You can have timers going on multiple tasks at a time, but the time will only be running on one task at a time. Let's just say I spent 15 seconds on this task, can pause it there and log it right from here as billable. Okay. I'm going to go through and start adding some more tasks, some more time logs here. So I spent an hour on this task, log the time. Let's say again, go to the clock icon here. Really simple log time. So I spent. 30 minutes here log this time. So the idea here is that everyone's logging their time throughout the project here and you're getting all of the time captured on the project level. To see all of that in one place. I can go to the time tab and now I can see all the time that's logged across the entire project in one place here. Okay, so this is a neat little table here we have who logged the time, what task it was a part of, the task list it was a part of. Start time, end time, billable and then number of hours over here. Real quick tip I can sort this by who log time I can sort this by task. I can sort this by task list. Okay so and see exactly how much time is being spent per task list, for example, or per task. I can filter this view and I can also export this view to Excel or PDF. So all the time kind of reporting is done out of this section here and on the time tab over here, which will bring in all time across the entire site. Okay. So you can report on all your time in this section here. But right now, we're just looking within the project here. Okay. On this page as well. Within the project I can simply log time towards the project in general. So you don't always have to log time towards the task. You can just simply log time generally towards the project. A lot of customers say, you know, for admin time or meeting times, like if you want to log time on your customer meetings, things like that, you can just log time right on the project itself. Doesn't have to be assigned to a task. Okay. So that's really logging time. Very simple there. There's lots you can do with the reporting here. But next part we wanted to show was the billing section. So if you're looking to build out of teamwork or if you're looking to start doing clients. Really quick just to show you how it works, here is now that we have all the time logs in here, I can go over to my billing section, which is going to be under the more here, more and then billing. On the project level. Okay. And I have all of this time logs over here with sit down that I've logged here. The one thing you kind of have to do in order to create invoices is set up user rates. So if I click there, you can set up user rates per project or site wide. Okay. So for today, I'm just going to put. Okay, I'm Dominick. I put my time at $100 per hour. And I can actually send a billable rate, kind of a standard one for everyone in the project. So say everyone's $100 an hour. Update. And now automatically here I have all this time logged. So it's a number of hours multiplied by the cost. And then you get all the costs listed out right here. Okay. Really quickly, just to show you, let's add an invoice. Let's do invoice. One, two, three. We're going to issue this on the 14th. Currency. Lots of currencies, depending where you are. And then pricing is based on timing and expenses, or the invoice has a fixed price. Okay so you can do a fixed price invoice, or based on time and expenses. Okay. Add invoice. And now that we have the invoice created, I can take these time logs and say, okay, I want all this time that Dominic spent, that I spent on this project, I can highlight this. And click and drag them into the invoice. And now I have an invoice built out with the number of hours. All the details here. The. All the costs and the total down here. So it's just taking their time logged, putting in an invoice, setting up your rate and you get that total time there, you can also add expenses in here as well. From there, you can export your invoice to excel, you can export to PDF, you can export to QuickBooks and export to zero as well. Those are the two most common kind of systems I see my customers using is QuickBooks and Xero. So you can export the invoice right to there as well. Okay. I'm going to stop there. Any questions on just time? Tracking, billing, billing time out to clients, all that kind of stuff. One thing I'll say about time tracking as well is that you're able to get into very detailed user capacity and workload management in teamwork. That's done through our workload section. We're not covering that today, but that's another thing you can do in teamwork is come to our workload section and really get a lot of information out about that as well when you are tracking time. But anyways, I'll pause there for questions. None on that, actually. Like you said, there are some more granular, specific ones. And I would say if you're interested in more and want to know about that workload section that Andrew just alluded to, I would check out the third session in our Get Started series, which is all around resource management. And actually one quick question about this and then we can keep right on going. So is it possible to update the format of invoices with different columns attributes? We go back to the billing tab here. Let's go here. And invoice. these are the kind of fields that you have that are some optional fields here. Description PO Number Essentials. So there is that stuff you can edit there. The invoice will display like like this kind of like each line item here. However, when you get it over to QuickBooks or whatever system you use, I believe you can modify it in QuickBooks to not show certain things or show certain things. So. Perfect. This is kind of what this is like right here. Go ahead. No, no. That's I was just going to say thank you and we can keep going. So hopefully we have a few minutes left to answer the earlier question. I promise. I promise. I promise. All right. Two quick features that I wanted to highlight. Communication, teamwork and collaboration is huge. Right. And our namesake of the company is teamwork. Right. So to encourage teamwork, we have two main areas of communication in teamwork, and that's comments and messages. So comments are if I go back to my let's see here, comments are any message thread that's applied to an item such as a task here. So if I'm working on this task here and I can comment and say, you know, at Alex need some help with this one, you know, so I can save that comment there that will alert Alex and you can have a whole message thread, right? Living right on the task itself there. You can also comment on milestones. You can comment on, you know, links and files and notebooks and all that good stuff. So again, just the idea here is that we're bringing communication into one place under the project so that you're not scattered throughout email or slack or all those different things . So you can kind of bring it into one place here. So that's comment. If I open up the task here to show you what it looks like, even better. So if you open up this test view here, it's really nice. I have all the time logs on the task, all the comments here. So all the information I need related to this task is right here. It's really nice. The second piece of communication is messages. So messages are, whereas comments are message threads on a specific item, like I mentioned. Message threads are project wide messages that you can have right. So a lot of my customers use messages extensively for project status updates or any critical communications that need to happen on the project can be in messages section here. Okay. So if I got project status, I can select certain people to be notified. I can just notify everyone in the project update, you know. Here is the most recent project update. I can categorize messages, I can attach files to messages, I can tag messages and I can post messages right here. So now, since I alerted everyone and notified everyone, everyone will get an email notification on that message and they can come in to teamwork right from there, or they can reply directly through their email. So you don't to come to teamwork, to reply to the message. You've just replied directly via your email, and the response will come to teamwork here. So two really critical pieces there. You know, communication and collaboration on the project. Getting everything into one place here. Your messages tab will have all your messages. There is a comments tab as well up here that all of your comments will live on. So really, really powerful communication tools of teamwork as well. Okay. So that's it for the demo today. I'm going to hop back in a sec to answer questions. But I do want to point out one couple of other quick things here before we get to questions. Before I have to say here, I want to point out our help section. Our Help Docs are great in helping everyone get going with teamwork. Our support center here as well. You can contact us about anything. We'd love to hear from you. You can contact us with feedback, interface issues, whatever might be. More frequently, you'll hopefully be asking questions on how to use it, how to use teamwork, you can always contact us here in this help and support center window as well. We have our videos up here, more of our webinars, product updates as well. Okay. I'm just going to switch that to the deck here momentarily. And. One, two, three. Magic break. So where we go from here? Couple other features to mention here that we didn't get to say was Project Health Report first and foremost. So that's in the reporting section of teamwork. This Project Health Report is unbelievable. Every one of my customers use it. It really helps you keep on track with your projects. As you can see, here is a quick screenshot where you see the project name the company that it's for, you know, the start date and the task completion. So critical details for the projects can be found on this project health report. Next, we mentioned our workload and resource scheduling. This is a screenshot of our brand new workload, our brand new workload view. This allows you to do all your capacity management right in teamwork. Everything's based off of estimated time on tasks and people's number of hours, like working work week hours. Excuse me. So lots you can do on the workload section with all of that. Again, that's our third webinar that you can access to learn more about this feature as well. And I think that's it for me for now to turn over to you and then come back to me for questions. Great. I don't know what that saying is, but something like the next step is always the most important step and 100% very much a believer in that. You have got a lot of really great information today, but it's only useful if you actually do something with it. So we have some suggested next steps for you for what to do now that you've got all this great knowledge. The first thing is to just take a beat, and think about of the things that you heard and learned about today. What is worth learning more about? Like templates, resource management, and then what is worth implementing? Like for example, comments and messages. This is a personal pet peeve for me. Like if conversations related to work are happening, those should 100% be happening in in teamwork in the project management software. Just because when you go back to try to find what's been happening, it's so much easier if you don't have to remember who you were talking to about it and where the conversation happened. So second action item is to transition project related communication to teamwork. The third thing in tying back to our mission and making people profitable is really think about implementing time tracking. I know that this can be tricky for some people, but it is so worth it. If you want to take advantage of all of the resource management and functionality, it's actually necessary if you want to take advantage of the resource management functionality. And there's so many ways to think about it in terms of not just where people are spending their time, but how can you get them more resources? How can you prioritize work? There's just a lot more to time tracking. And then lastly, a really great action item I would say is to create a board view. So think about the different columns that you want to see on your projects and just get started. Another huge thing for me is you don't need to start with perfect. Just get started with some columns and you can iterate from there. You can create triggers a month from now. You don't need to do it all at once. Okay. Let's go to the next slide, Andrew. Just going to talk about two more things and then we'll get over to questions. The first thing is we have onboarding resources to help you. So like Andrew mentioned, his team is incredible. But we also will be sending up some follow up resources in an email and just a quick plug. In a couple of weeks we'll be launching our Success Center, which is going to be our beta training hub and will have a lot of amazing content there as well, including some guided trainings where we'll tell you exactly what to do in the product with the information that you have. And next slide, Andrew. We also have some self-help resources, so or non self-help resources actually our support team is incredible and they you can reach out to them via the support center. So where you go to look up for help pages, you can reach out to support from there. And like I said, our success center is also coming soon. Okay, let's go ahead and get back into questions. We have time and I have a couple if you have some send them in now and we can get to them . The first one, Andrew, we are going to go all the way back to Triggers. So the question is, can you reverse the logic of a trigger? So instead of moving a task into the complete column and having it marked as completed, can we mark a task as completed and have it move into the complete column? Stephanie Great question. Unfortunately, no, it's really the the logic behind it is you move the task, then the action happens on the task. No way to reverse that logic. But I will say if you're using the list view and you don't you know, you don't really want to focus as much on the board view. You can you can use the list view to manage tasks as well. So to manage the columns I should say. So I can put this task in the schedule and I can move it throughout the board columns right in this view here. So you know, as you're working on the task, inevitably you're going to be applying details to the task. If you have the column set up here, it's just as easy to kind of have it in this view, to be able to move the task just like that. And I I'm personally also a fan of the the table view and you can do the same from the table view as well. You know, Timothy, it's really great to definitely urge you to take a look. This is very similar to last year, but to kind of just the UI is a little bit different where you can kind of edit each of these fields here and you can kind of turn off and on columns as you need to. So if I want to use the board column, I can do that. So lots of different configurations and customization you can include in the table you. Awesome. And you can also share like the toggle you have on right now as a shared view. So everyone is always looking at the same thing. Okay, next question. So they're the admin and they want to sort projects by owner is there a way for them to see all projects by owner? Yep. So that's going to be. So either if I go back to the my starting point today with my project list view here, you see, I have different owners for each project listed down here. If you use your filter up here to filter by owner, I can say, okay, I want to see all projects that Alex owns, and it'll just pop up with that filter up there. Okay. So that's how to do it there. Also, I mentioned the Project Health Report. I'm going to go over to the more and then reports this Project Health report. Very similar. See how kind of it's it's kind of a similar view but instead you have kind of task completion the budget. You can actually filter this page as well or just search by own or up here really simply. So if I search Dorothy, for example, I'll bring up two of these projects here. So it's using those filters and using the private health report. It's really good to. Amazing, okay, we're going to do one slightly off topic question just because we have 4 minutes left. So we can I think we can answer it. It's about capacity management. So if you have one person working on multiple projects during a period of time. Just how do you do that? How do you have one person working on multiple projects over a period of time and break break up tasks so that they can work on this task for like 2 hours and this task and a different project for 2 hours. Yeah, it's all based off of the start and due dates of the task I would say. So how people, how you manage your projects is you want people to prioritize certain things you want to assign. You know, if you're assigning things to someone across projects. It's all based off of those timelines, right? So if something is due on the same day, if you have one person has multiple tasks to do the same day, you know, that might lead to a little bit confusion. What should they actually be working on? Let's just show, you as an admin, you can always use this workload section again, slightly off topic here, but if I go to planning and then workload. And if I go to my profile here and I hit the dropdown, I can see I just have one task assign with estimated time on it to one project here. But if you had if I had multiple tasks assigned to myself across projects, they would show up all under here. And someone can use this or you can use this view to look at, okay, this person is going to be working on developing the project charter for this this time period, but they're only allotted 2 hours. So they go over those 2 hours. We know that we underestimated our time for that task. So also in the my work view here, just to go back to this one really quickly, if I'm working on tasks across projects here, I can see my due dates on tasks. Really simple here. So if I know something's due today, I know I'm going to be spending time on it today and I should be working on the task today, whereas if it's April 14th, it's going to be an upcoming task. So I might not need to spend time on that right now. So that helps a little bit there. No, amazing. And again, if you want more details on that and check out that third webinar in the series. And the work load view is fully built out there. So you can get a better visual of what that looks like and how to think about it. And if you are doing time tracking, you can only track time for one thing at a time. So you can switch between projects. That's fine, and it will switch as long as you switch it. Perfect. Andrew, I think we are all set. Thank you, everybody, so much for joining us today. If you have any questions or again, our support team is incredible, feel free to reach out to them and we'll be back here next month. Yeah. Real quick for me. If you want personalized kind of one on one sessions with our onboarding team, reach out to us about that. We'd be happy to work with you. We have a team of five right now and people all over the globe. So if you want to work with us one on one, you need some help building stuff out, using different features. Reach out to us for onboarding, but thank you everyone for your time today. Hopefully it was helpful getting introduced here. Amazing thanks Andrew. Thank you, everyone. Bye.