Transcript for the video 'TO USE - Teamwork.com Quarterly Product Roadmap Webinar - Q1 2026 - Feb 12, 2026 10:31 AM - 1h':

Hello, everyone. Welcome here. Welcome to Teamwork dot com's product road map webinar for q one twenty twenty six. Thanks so much for joining us today. It's nice to see our participant count climb. So once again, welcome here. Welcome to our first product road map walkthrough of twenty twenty six. Happy New Year. I hope that's the last time I I need to say that as we're already month and a half into the year, but happy New Year to everyone. It's nice to to come together and, yeah, chat through our road map today. So just to make sure you can hear me and I can hear you, we can all interact with each other today, just pop in the chat where you're calling in from. If you're enjoying some nice spring weather or some warm weather, let us know. I'm just outside of Toronto in Canada, and we're still in negative double digits. So, let us know where you're phoning in from today, and we'll get started in our webinar, just in a couple minutes just to allow people to to trickle in. So, we have oh, Julie's calling from Manitoba. Yep. I'm sure we can commiserate together. We have folks calling in from Florida, and, we have, folks calling in from Madison, Wisconsin. Oh, California, it must be nice there. It's extra early for you, so thanks for for joining on early. We have folks calling in from Philadelphia and Maryland, Indianapolis. So lots on this side of the pond, but Lisa's calling in from the UK. And no shock, she says it's rainy there. I think a lot of my colleagues can attest to some some rain right now as well, so hopefully it clears soon. But welcome, everyone, for for joining. Thanks for joining. Let us know in the chat where you are calling in from today. We have folks calling in from South Dakota and South Africa, Cleveland. That's pretty close to me here, just outside of Toronto, Williamsburg in Arizona. Arizona's on my to travel and eventually get to Steven one day. But, yeah, thanks everyone for for joining. We'll give it maybe one or two more minutes here. We have folks calling in from Nashville, from Dubai. Welcome, Desiree. Another folk from Cleveland here, Atlanta. Ashley's calling from North Vancouver in BC. Yes. Very different than Toronto. Toronto just got hit with a huge snowstorm about a week and a half or two weeks ago. So we're still shoveling. Over here, we're still we're still fully embracing the winter season. Ian's calling in from Scotland, close to, lots of folks on this call, that are in Ireland area, Vermont, Bulgaria, Poland. Welcome, everyone. Thank you so much for joining. Happy Winter Olympic, season as well if anyone's caught up watching, the Olympics. So it's nice to see a a large audience here from all over the world. And, yeah, I think at this juncture, we can kick off here. We got a full agenda. So as I mentioned, my name is Janelle. I'm just outside of Toronto in a town called Kitchener up in Canada. I'll be the host today. You're as a product marketing manager, and I'm joined by my other hosts, Emer and Laura, and I'll just let them come off mic and introduce themselves. I'll go first. So I was waiting for see who was gonna jump in. Hey, everybody. I'm Emer. I'm looking forward to today's webinar. We've lots of exciting things to go through with you all. Hi. I'm Laura. I'm product manager here at Teamwork based out of our Belfast office. And, yeah, really excited to share some of the recently released updates with you all. Awesome. So we always start out these webinars reiterating our mission. So I'm sure we have some veteran team workers on this call, but for anyone new, we always restate our mission, which is to make you guys, those that deliver client work, make your teams efficient, organized, profitable, and happy. This has been our mission since Teamwork was founded in two thousand seven. And, really, we feel like we are uniquely solving that wonderful storm that is client work. You know, we're launching features that help you support your people, your projects, and your finances. So, you know, we really feel like we are combining powerful project management, those table stake project management features that you all need and love, but coupling that with a lot of features that help streamline all the other operations side of client work. Like I said, your resource management, your reporting, your financial management, all that lovely stuff to really help you at the end of the day profit from every client demand. So that is our mission. That is our goal here at Teamwork. And, hopefully, you find that these features help you all accomplish that. So our agenda for today, as mentioned, we're going to remind everyone of some things that were released at the end of last year. So we last talked, I think, in October for one of these webinars, so it's been about three, three and a half months. So lots has gone out since then, so we're just going to do a refresher on everything that was released. We're then going to talk about coming soon, so the things that our teams are currently working on that you can expect over q one into q two. And then I'll end with a couple announcements at the company level, and we will finish with QA. So we will save about ten minutes at the end of our session today for live QA. If you do have questions throughout, feel free to use the q and a in Zoom. So we do have a lot of other product managers in the background of this Zoom event that will be answering your questions via q and a. So do participate. Ask those questions. As I said, we will reserve some for our live q and a at the end with this audience as well. And, really, your participation today really dry truly does drive our product road map, helps inform our projects product stat strategy and direction. We download all of your comments. We download the q and a from our event today. We analyze it. If we don't get to your question, we do look at everything. So I thank you in advance for your engagement and your participation today. And just, I think, finally, from my side before we kick it off, we are recording this. So if, you gotta jump early or someone's coming in late, we will, send this recording via email in the next couple of days. So, you will be able to to catch up on anything or or rewatch if if you'd like. So, yeah, expect that in your inbox in the next couple days. And without further ado, I'm going to pass it off to Laura to talk us through some things that were released in q four. Thanks, Janelle. So first of all, we all know that AI is rapidly changing how everybody is working, and we want to make sure that teamwork dot com is at the forefront of that shift. So I'm incredibly excited to introduce you all to our new ChatGPT integration. We've built a secure way for you to bring your actual projects, tasks, and updates directly into ChatGPT. So the goal is really simple. We want to bridge the gap between your project data and your creative process so you can actually stop switching between all of those tabs and start finishing your work. So the first thing you're going to love is the seamless access. So you'll no longer have to manually copy and paste task descriptions or project updates into a chat window to get AI assistance. So by servicing your Teamwork dot com data inside of ChatGPT, you can plan and collaborate in one continuous flow. So it's all just about keeping you in the zone and removing the friction of hopping around different applications. The real magic happens when you use real project context. So instead of giving AI generic prompts, you can now ask it to generate proposals based on your actual project scope, analyze your current resource and options, summarize a month's worth of work, adjust a few examples. And because the AI has access to the meaningful data driven responses, the output isn't just smart, it's relevant to your business and your specific goals. So the next three features I'm going to talk about were announced in our q four road map webinar, but I'm really excited to announce that these have been released to our early access cohort. So the the next three will be related to Teamworkdesk. The first is called trends, and it's all about helping you understand why your clients are reaching out and not just how many tickets they're sending or what the response time is. So with AI powered summarization, TeamworkDesk now automatically groups related tickets into themes or what we're calling trends. This gives you instant visibility into what's driving client contact, whether that is, say, a product issue or a reoccurring question or maybe a process gap. So here, you'll be able to see your top ticket trends. So if a lot of tickets are coming in around the same topic, you can decide whether to maybe improve documentation, up train update training, or flag it to your product team. And for managers and product teams, this means that you can spot patterns and root causes early, so feeding those real insights back into your process. So the goal here is to move from being reactive to proactive and see what's coming before it becomes a bigger issue. It's a really powerful way to connect all the dots across your client communication, and that's all happening directly within desk. The next feature is called similar tickets. It's designed to help your team's work smarter and not harder. So we all know the feeling. I am a former support agent myself. So you're responding to a client question, and you're sure someone else has answered something similar before. But finding that old ticket, you you know, takes you away from what you're doing, and it takes time out of your day. So with similar tickets, desk now automatically shows up shows up to five at the moment, previously resolved questions that closely matches the one that you're working on. So these suggestions will appear right in the ticket sidebar. So even if the wording is slightly different, we're using semantic search to actually surface tickets that that can help the agent answer the current ticket. So the more you that you actually use Teamwork Desk with this, the smarter the feature becomes, and it continuously learns from the history right within the application itself. So over time, your help desk is getting better and faster answering client questions. So the next feature then is a ticket summarization. So it's all really about saving time and improving collaboration. So when you're reviewing a ticket or maybe hanging handing it over to a different department, another team member, Team Adess will now automatically generate a summary of everything that's happened so far. So there's no more kind of scrolling through long message threads trying to piece together what's been said. Everything will be summarized for you right at the top of the ticket. So this really means that you can take over a ticket, get fully up speed in seconds without reading the entire history. It makes, as I mentioned, handoffs between teams or agents much smoother, and it helps your team stay consistent and efficient, especially when dealing with high volumes of communication from your clients. So it's a small change, but it has a huge impact on speed, clarity, and collaboration. And we've been getting really, really good feedback from internal use in our own support team. K. Into managing client work. So next up, we have one of our most exciting new additions to Teamwork, and this is called custom items. So this feature allows you to manage much more than tasks. It's designed to give you flexibility in how you track and organize anything that matters to your team. So think beyond projects and tasks. You can now manage things like inventory, assets, employees, contracts, and or any other custom data directly from within Teamwork. And this means that you can finally move away from those disconnected spreadsheets or manual tracking systems as well. So first, it's going to give you total flexibility. You'll you can create and manage any kind of item that doesn't neatly fit into the traditional task structure in Teamwork. You can also customize how you view these items. So there is custom fields, groupings, filters, and sorting to make sure your data is meaningful and actionable. And, ultimately, this helps you expand how you use Teamwork, creating that single source of truth that we all crave for our operational data. So next up is a release that I know a lot of you've been anticipating. We're officially introducing a timeline. So this is a modern and highly visual way to manage your projects. While lists are great for details, sometimes you need to see the big picture to truly understand your prog project's health, and timeline gives you that bird's eye view, but with the re reliability and speed you expect from Teamwork as well. So we are very excited about this internally. First of all, it's giving context so you can see exactly how your tasks and milestones connect over time, and it transforms a static list into a living schedule so you can see the flow of work from start to finish. Secondly, this is an absolute game changer. It's the dependency management, so you can now spot and add dependencies directly on the timeline. And this helps you plan smarter by visualizing exactly how a delay in one task might ripple through the rest of your project. So there's no more guessing games. And finally, it's built for speed. So we've introduced simple drag and drop controls. If there's a deadline that shifts, you don't need to click into five different menus. Just grab the task, slide it, and schedule your schedule all stays in sync. So next up is keeping tasks and tickets perfectly in sync. So this update is really about making sure that your projects and your tickets are staying exactly where they need to be and taking away a lot of that manual effort. So we've added a new automation from within Teamwork that lets you update a linked ticket when certain conditions are met, for example, when a task is completed or a custom field changes. So first of all, you can quickly add a note, for example, to your ticket so your client or team knows exactly what's happening without needing to leave your project view. It makes it much easier to respond to clients automatically based off of task updates, so they're always informed of project progress without anyone typing any updates out and the time that that takes. And finally, it cuts out repetitive admin between your projects and tickets, saving your team time and keep keeping communication consistent and professional. So this feature really does help close a loop between your internal work and teamwork and your client facing communication in desk. So next up, we have connecting a desk inbox to a project. So this is a really simple feature, but it's something that we think will save a lot of customers a lot of time. So we've all been there. A client sends in a critical update via support ticket, but the team doing the work is living in their project task list. So the information is siloed, and suddenly you're playing game of copy paste or trying to connect the right ticket to the right task. So this is something that you can kind of set it and forget it. This isn't a manual task that you need to do every time. It helps you build that single source of truth. So by bringing tickets into the project view, you ensure that the person assigned to the task has the full history of the client's request without ever needing to leave their work workspace. And the you can actually reply to the client externally on that ticket from directly within Teamwork, or you can use private notes if there's something that you need to communicate to your support team as well. So this is one that bridges your customer support and your service delivery, and it's really about reducing fix friction, saving your team minutes on every ticket, which we know all adds up. So next up, we discussed v one of SLA policies in TeamworkDesk at our q four road map webinar. But we've actually listened to feedback, and we've enhanced the offering by introducing the introduction of resolution time targets, email notifications, and an override for when a first response just isn't required on some tickets. So with SLA policy management, you can find, track, and meet your client's response time commitments all from within Teamware Desk. So first, that means you're not going to miss deadlines, which is the most important. So we can set clear SLA targets so your team is always aware of exact exactly which tickets need attention first. There's no more scrambling to meet client expectations. It helps you deliver more professional and consistent experience. So when clients get timely responses every time, it builds confidence and strengthens those all important relationships. And finally, it keeps your team accountable and transparent so both managers and agents can see the first response and resolution SLA countdowns right in the ticket view. So everyone's aligned on priorities and performance, and you can also set your business hours here so it'll only count down the hours that you're actually working. So it's all about giving your team the tools to stay proactive and your clients the reassurance that their issues are being handled on time every time. And I'm really excited about this one because it's again, it's something that's small, but something that people have been asking for for a long time. So dark mode is coming to desk. This, as I mentioned, is one of the most consistent themes in our feedback sessions, and so we're delighted to announce that dark mode for desk was launched early access just yesterday, but will be live very soon. So this isn't just a lick of paint. It's a full UI refinement to make those long shifts a little bit more comfortable. And I think I'm handing over to Ine. You are. Thanks so much, Laura. So if we want to start with Outlook, so now our key planning views, so workload overview scheduler, now take your Teams Outlook calendar commitments into consideration. So just is ensuring that you get that real time accurate view availability when you're planning work. So all of their meetings and out of of office time events are reflected in planning views, so that is helping you to avoid that double booking or planning without some hidden surprises. So whether it's our time off feature or unavailable time or our gCalar Outlook integrations, Teamwork should become the single source of truth when it comes to managing availability. So this is a big one. Tentative projects recently went out to all of our scale users, so we've really expanded on this concept as a whole with full end to end support in Teamwork. So previously, tentative projects existed just in the scheduler, and we've really brought this, I suppose, end to end in app in Teamwork. So firstly, you can create and update tentative projects in Teamwork via HubSpot. So this is keeping your CRM tool as the one place for managing your pipeline and bookings and then automating the updating and the creation flow within Teamwork. Whether you use CRM tool or not, you will now see that our project creation flow includes a new field type where you can update the project as either confirmed or tentative. You can then apply an existing template on a tentative project complete with all of your allocations and prepopulated resources, which opens up a new schedule tab at the project level. So no more jumping in and out of projects between the global scheduler and the project to to figure out who's going to do what. Tentative projects are also visible in key areas such as project list view, clients list view, reporting, and planning overview. So time off and time sheets. This one is actually more about accuracy than anything else. One of the most common frustrations we hear is chasing time logs. So we don't want you to be chasing time logs only to realize later it was a public holiday. So up until now, you had to cross check between areas to understand that context. Now if a public holiday is set globally via our time off feature, it will show directly within my timesheet and company timesheets. So when you are viewing hours, everything just makes more sense. So at a glance, you will see was it a company wide public holiday or is there actual time logs missing here. So this just means hopefully fewer follow-up messages and ultimately it just saves you time and makes your time data a bit more accurate. Then moving on to making projects profitable. So first up, we have time approvals e two, and this update is all about managing and approving time much more efficiently. So we've actually redesigned time approvals to help managers review, manage, and approve time sheets way more effectively. So what's new? It's a lot less clutter and more clarity. So it's about focusing on the time sheets that only matter to you. So those submitted by the people who report directly to you. That just means faster reviews, hopefully fewer distractions. And secondly, we've introduced time sheet locking. So once you've approved the time sheet, you'll be able to lock it, which prevents any unwanted changes or edits, which keeps your time records more accurate and consistent. So both of these improvements really just hope make the time approval process smoother, more controlled, and more transparent. So less time chasing updates and more time focusing on the real work. This one I am very excited about. You will see we have a very role heavy theme throughout this webinar. So we recently released our role based rates. So this is about giving you far greater control over how you manage and forecast project costs. So you can now set and manage rates for every role within your organization, which will make it easier for you to plan projects accurately, forecast profit profitability, and maintain consistent billing practices. So this means you can set a cost rate for each role, which gives you clear insights into project planning, resource allocation, and profitability. You can also define specific billable rates per role. So even for your placeholders, helping you plan more accurately before assigning the work over to real people. And finally, it just adds flexibility so you can choose the rate type that best fits your situation. So whether that's the individual, role based, custom project rate, or even a hybrid mix, whatever your workflow demands. So it's all about making sure that you're keeping your pricing fair, your planning is more precise, and your profitability stays on track. And here is a quick win for those of you who've asked for a task to be included in every single time log. So before, you could log time to either a task or a project overall. Now within the setting area for each project, you'll see a new logging time option. So from there, you'd have the ability to choose between time log can be logged on a project or a task or time can only be logged on a task. So selecting the second option will ensure that time logs are affiliated with actual unique tasks. So this is just more granular time logging control and rules to better understand your team's time. This isn't a site wide setting just to say that again, so you'll still be able to manage your preferences project by project so you still have that flexibility. And next, we are on to track performance. So when tracking budget performance, this next release gives you a much clearer picture on how your project budgets are performing. So it's a new budget insights report. You can now track all of your project budgets in one centralized view, including the total amount, how much has been used so far, and what's still remaining. So you can drill down to the client level to see everything from total project budgets to individual and even task list budgets. So this gives you complete visibility to where the money is being spent. Second, you can filter by date range to view active, ended, or even upcoming budgets so you always know what's current, what is gone, and what is coming next. And then finally, you can spot any time logs or expenses that aren't linked to a budget. So this helps you catch any potential overspend or even unbilled work before it becomes an issue. So it's really to give you control and confidence in your financials just making it much easier to plan and track and ultimately maximize your profitability on every project. So next up, we have another release in tracking performance is our advanced filtering. So, again, what we want to do here is give you more control and precision with working with your custom reports. So now you can dig a lot deeper into your data and surface exactly what you need and what's important to you. So here, you can combine multiple filter conditions like is, is not, is between, is after, and many more options. So this is giving you far more flexibility in how you narrow down your data. You can also layer filters. So whether it's time periods, clients, individual team members, or project types, they can all be layered on top of each other. And then you can instantly surface insights right inside Teamwork, so no extra tools or data manipulation required. So this is about helping you move from that real data overload to real clarity and that you can make more informed decisions from your reports directly in Teamwork. This one is all about giving you more control. So it's our expressions builder. You can, here, create calculated fields directly inside your reports. So, again, without manipulating or exporting reports elsewhere, so instead of relying on standard metrics, you can now build your own within Teamwork. So you can combine fields, operators, functions to create expressions that reflect how your team actually wants to measure success. And we've made this much more approachable and easier to use. We've guided tips. We have some prepopulated examples and built in functions so you you're not starting from scratch. And the real benefit here is flexibility. So you're no longer limited to the out of the box reporting. You can tailor to match your requirements. So it's really turning something static into something much more adoptable based on what you want to look at. And finally, we have enhanced our custom reports. So now you can edit and maintain your reports faster with clearer visibility into what's happening behind the scenes. So you'll be able to see exactly when your report was last updated, thanks to a new sync information. So you'll always know that you're working with the latest data within your custom reports, and you can now search and manage columns directly within the reports view, which makes it much quicker to adjust what you need to see without having to come back out and rebuild your report. So it's all about making it faster, clearer, and far more flexible so you can spend less time configuring your custom reports and more time uncovering the insights that are actually in the report itself. And I think I am back to you, Laura. I'm just gonna jump in for one second just to share our early access form. So as Laura and Emer go through our upcoming releases, we do have four that will be available if you would like to join the early access list for them. So, I'll pop the link in now. I'll pop it in again at the end, but just keep this open. And if any of these upcoming, features interest you, we do have four early access groups as well. And I'll let Emer and Laura first talk about these as well as everything else that's coming up next. Perfect. Thanks, Janelle. Thanks, Ema. So we've talked about how connecting to external how we're connecting to external AI, but I'm now delighted to introduce how we are building AI directly into the DNA of teamwork dot com. So we are announce introducing AI teammates. So these aren't just bots. These are prebuilt specialized assistants designed to help you plan smarter, execute faster, and crucially ensure every project is delivered profitably. So first, I'd like to introduce you to Scout. He's your new personal assistant. We all know that feeling of logging in on a Monday morning to a wall of notifications, so Scout is here to fix that. Scout can catch you up on critical project activity, summarize your on read notifications, and even join your meetings to take notes. Think of Scout as your daily chief of staff, helping you to plan your week. So you're always focused on the right required action actions rather than just the loudest ones. We've been testing this out internally here at Teamwork, and it's been an absolute game changer. Next up then, I want to introduce Flo, who is our dedicated project management assistant. While Scout looks after you, Flo looks after the project. So Flo can conduct automated health checks and proactively alert you to risks before they come crisises. And if you need to send a professional update to a client, Flow can draft that for you based on real time project data. Flow also ensures that nothing slips through the cracks, acting as an extra set of eyes on your most complex work. And this is only the beginning. So over the next quarter, we'll be expanding the team of teammates. We have specific teammates for resource management, balance workloads, and financial management to keep an eye on your margins as well. So we're even working on a custom assistant that you can train to handle your specific and unique workflows. So we aren't just giving you AI. We're actually giving you specialized department of assistance to help you scale. Okay. So now let's dive into a massive productivity boost for those of you who need to see it all. So we're introducing table view within the everything area. So if you're a fan of spreadsheets but love the power of team work dot com, then this update was built specifically for you. We're adding a far more dynamic, high performance experience. So viewing and managing work across projects and clients is paramount to making sure you're on top of the full breadth of your work. So this introduction will be your missing piece. And while we already have a list view and a board view at the everything level, This update will allow you to customize your view to toggle on and off, what you need to see, allow you to interact directly with your tasks, and quickly add updates on missing information. But the real power here is the introduction of advanced group by functionality. So you'll be able to slice and dice your data by almost any task attribute, think priority, assignee, due date, and this allows you to organize a massive massive amount of data into meaningful actionable segments in just a few clicks. So now let's talk about the core of your daily work. So we've completely reimagined the navigation experience to be simpler, more focused, and most importantly, faster. So we know that as we add more power to teamware dot com, the interface can get a little busy. This update is about clearing the clutter so you can get to your work without the search and rescue mission. So first of all, you'll notice here a much cleaner and beautiful streamlined UI. We've reorganized the navigation around the actual actions you perform every day. So instead of just a list of features, the interface now serves as what matters most based on your specific goals. So it feels a lot lighter, but it's actually more powerful. So we also know that no two workflows are the same, so you can fully customize your sidebar. So if you're a power user who lives in reports, that keeps them front and center. If you never touch a specific tool, you can move it into the more menu or turn it off entirely. So it is your workspace, and now it can actually reflect and look like it as well. But the bottom line really here is speed. So we've prioritized quick access to most recent work and active tasks by reducing the number of clicks it takes to jump between projects. We're giving you back those small increments of time that ultimately add up to a much more productive day. So next up, we're going to be looking at the meat of your workflow, and this is the task details page. So this is where the actual work happens, and we felt it was time to move the UI out of the way so that you can focus entirely on the task at hand. We've listened to feedback, and we've tweaked this space to be cleaner, faster, and much more intentional. And our goal here was to make this experience completely intuitive. So whether you've been using Teamwork dot com for years or you've maybe a new colleague using the tool for the first time, the layout should make sense immediately. So we've removed the clutter to flatten the learning curve, making it simpler than ever to get Teams up and running. So you'll notice a smarter approach to information. We've prioritized high value data, key things like due dates, assignees, status. They're now all front and center, and everything else is still there, but it's neatly tucked away until the moment you actually need it. And the goal here is to reduce the noise and help you process information without feeling too overwhelmed. And finally, we've obsessed over the Atagons experience. So with a clearer layout, better spacing, improved typography, your tasks are sim simply easier to read. So it sounds like a small change, but when you're looking at tasks all day, these improvements really significantly reduce the digital fatigue. So now let's talk about the very beginning of the project life cycle. So we know that a project is only as successful as it's set up. And so to help you hit the ground running, we've introduced several enhancements to our workflow actions within the HubSpot integration. So these are designed to make project creation faster, definitely a theme here, more structured, and perfectly aligned with your actual planning process. So first of all, we're bringing financial oversight right to the starting line so you can now set budget project budgets at the moment of the creation. And by baking for forecasting into the setup phase, you're ensuring profitability is a priority from day one and not simply an afterthought. Next is a feature I know many of you have been asking for, so the ability to define start and end dates during the initial workflow. So there's no more jumping back into project settings later to fix the timeline. You can now set the guardrails for your delivery immediately and keep your treat team on track from the very first minute of work. And finally, we've removed the back and forth of CRM management so you can now instantly create clients during the project creation process and link them back automatically as well. So it's a small tweak that removes a huge amount of administrative friction, especially for those of you in environments where you're scaling quickly. So next up, how many browser tabs do you currently have open just to manage one project? So this makes the solution this solution feel like a bit of a relief. We know that it's impossible to get some of your clients to collaborate with you on tasks and comments. So we're putting an end to that, to the constant context switching between your project and your email inbox. So I'm excited to announce our brand new email integration for Outlook and Gmail, allowing you to email clients direct directly from within the task comments. So first of all, for admins in the room, we've prioritized security and oversight. So this integration is controlled at the site level. You have the power to decide if this is deployed across your organization, ensuring that your team's communication stays within the professional guardrails that you've already established. One of the biggest challenges with client communication is noise. So we're solving this by keeping client emails and internal comments completely separate to begin with. So you'll get the both best of both worlds, a private space for your team to collaborate, and a professional channel for client updates all happening on the same page without the risk of an internal note accidentally going out to a customer. And finally, this is really about alignment. So, usually, client emails are locked away in one person's private inbox, creating a massive information silo. So by bringing those conversations into the task, you're giving the whole team visibility. And if a team member is out of office, everybody can see the latest feedback from the client and keep the project moving. So there's no more forwarding threads or missing out CCs. So next up, and then finally from me, we're focusing on the bridge between your tickets and your task list. So we know that for many of you, a task isn't just a to do. It's a solution or delivery to a client request or issue. So we're significantly improving how tickets are surfaced within task details and within the task list views themselves as well. So this gives you better context without the extra clicks. So first of all, we're overhauling the ticket hover view to include more of that critical ticket information you need upfront. So you'll no longer have to drill down into a task just to see if there's an associated support request. By servicing this data higher up in the UI, you can actually maintain your bird's eye view while staying connected to the customer's needs. We've also added the ability to see ticket IDs, the total number of tickets directly within your task list, and, crucially, in your task list reports. So this is a huge win for prioritization. And when you when you can see that one task has ten tickets attached to it, while another only has one, you'll immediately know where your team's focus needs to be to have the biggest impact on customer satisfaction. And finally, we've improved how we handle tasks that are linked to multiple And so instead instead of a vague indicator, you'll now have clear visibility into every attached ticket and its current status. And this means you can quickly see if there's any blocking issue, if anything has been resolved on the support side, and then take action on the task immediately. So just keeping all of your workflows in perfect sync. And I will hand over to Emma. Thanks, Laura. So first off on planning resources, I'm just gonna call out I'm gonna say role a lot over these next few slides. So first off is a very exciting upgrade that's coming soon to placeholders. They will become real or become global. So this means that you'll be able to add the same placeholder across multiple projects. So just like a real team member would work across different projects today. So with this change, they're gonna act and behave much more like actual users in your system. They'll also have the key scheduling attributes that you need, so working hours, your cost rate, and billable rate. So your forward planning isn't just direction. It'll just be far more realistic. So as we know whether you're forecasting a new hire, you need to make a case for a new hire, pitching for upcoming work, or pressure testing your overall team capacity, you can model that now before you make any decisions. So it's really about moving placeholders as they are today within the scheduler from a basic planning aid to to more of a true forecasting tool. So I'm very excited about this one. Next up, we have multiple roles per user. So this first iteration is really about us understanding people don't just do one job. In many teams, someone's primary role doesn't fully define the the work that they do across each day and across projects. So for example, a designer might need to act as a copywriter on a different project. So with this update, users can take on a different role per project. And when you select that role for that project, the associated billable role rate will automatically apply. So this just means more accurate billing and more accurate forecasting and just gives you more flexibility really operationally. So then moving on to probably one that everyone is really excited about, and I know we've spoken about it for a long time. So it's role based task assignment. So this is gonna change how your team's plan work before staffing is actually finalized. So this means you can build out a full project plan even if you haven't confirmed exactly who's going to do the work yet. So instead of assigning a task to a specific person or named users, you can assign it to your roles course. So this allows teams to plan earlier with far more confidence without waiting for the final decisions about who's going to do what. It also helps you include your financial accuracy because tasks that are assigned to roles, the role based rates can be applied from the very beginning. So giving you a lot more accuracy from quoting, budgeting in the planning stage. And then when it is finally all confirmed, you can seamlessly move those tasks assigned to roles to real users in bulk. So reducing a lot of manual effort and rework and just really about maintaining continuity in your plan that you can be as organized as you possibly can be. So really helping you move through that tentative phase to the confirmed execution and without all of the starting over that we've seen so far. So, yeah, really excited for this one. And then moving on, now that we have introduced role based rates, which gives you more control over your cost and billable rates per role, The next is all about including these rates in the scheduler. So when you create an allocation, you're not just going to see hours anymore. We're going to introduce the forecasted cost and revenue automatically calculated on what rate you have assigned to that user or placeholder. So, of course, this includes roll rate. So if you're building out a tentative project from a template with multiple placeholders, you can immediately understand the financial impact upfront and at a project level. So this links back to our whole tentative projects flow. So it's no longer just about capacity. It's about capacity and margin. It's not about do we have enough hours or enough people. It's about what does this actually mean for our bottom line. So that will be coming very soon as well. And then rounding out all things role related, we are improving our financial insights in the scheduler. So today, you can just see your total allocated and available, some budget information, and potential revenue. So you're gonna get four new, widgets in the Insights bar, which is your forecasted costs, expense costs, total cost, and then forecasted profit. This is going to be at a per project schedule as well as our global schedule, and then you can edit these widgets to your heart's content. So whatever is relevant to you, you can take those away. Or per project, you can customize what you need to look at at any one time. So keep an eye out for those those they are coming as well very soon. Then moving on to making projects profitable so quotes v three. This was going to it's all about really giving you more control and precision when it comes to creating quotes. So helping you build proposals that not only are more professional, but more profitable ultimately. So now you can manage line items with far greater visibility. You can customize every quote to reflect exactly what you're offering. There are some new great functionality available in this update, which includes you can now apply taxes or discounts at the line item levels. This is just about giving you more granular control when building or editing quotes. You can see gross and net margin per line. This stays internal, of course, via the client preview toggle, so you can always see what the client is going to see versus what you need to keep internal. You can create a project from your quote. So you can then choose to map your line items to allocations, which would open your project level scheduler, your tasks, or expenses. And you then, of course, as I said, you can review that version that goes to your client versus what you have internally. So it's going to be a lot more powerful and flexible and transparent to help you just create more detailed and accurate quotes within Teamwork. Then, again, on the team of rates, we have client base rates coming really soon. So you'll be able to set specific billable rates for each role per client. So instead of solely relying on standard project based, role based, you can tailor pricing to reflect the specific commercial agreement that you've made with your client. So if you have preferred pricing for a long term client or you've negotiated rates for a strategic account, you can now reflect that directly within Teamwork. So you will also have the flexibility to decide how that time is logged, how time logged is charged. So whether that's using the person's user rate, project rate, role based rate, or a client specific rate, you will have far greater control over pricing consistency, time logging, rev revenue accuracy, and, of course, profitability. So it's all about really understanding that your real commercial agreements are baked into your operational workflow within Teamwork. So very excited for that one to come as well. And then on tracking performance, finally, but by no means least, you'll have access to brand new insights panel directly within your project health report. So instead of just viewing static health indicators, you'll be able to layer in customizable widgets that surface the metrics that you want to see. So this includes things like your estimation insights, budget usage, time distribution, and many more. You will also be able to customize how those widgets appear, which includes visualizations and threshold based colors so you can spot risks before they become real issues. And I know that threshold based colors is what we've heard for a long time. So, really, the shift is about flexibility so that every team measures project health differently. So now your project health report can reflect that. And this isn't a change. It's an addition. It's an enhancement, so it will sit within the Project Health report itself. So instead of asking what has happened, you'll be able to answer what will happen. And that is it for me. Awesome. Lots to get through. As we mentioned, it was a packed agenda, but I'm just gonna wrap up with a couple announcements. We'll get to QA in one or two more minutes. So first, just a reminder that we did have four features in our early access list. So if you wanna test out the new navigation, the new task details layout, try emailing comments from tasks. I personally think that would be a real game changer. Then as Eemur most lastly mentioned, the project health insights panel. So if you want to be early access for any of those, I just popped, all the links actually upcoming in the chat, so there's a sign up form there. As well, the second form is if you wanna get in touch with us. So maybe some of these features aren't on your current plan, you wanna explore them, or as you saw, a lot of features here have to do with our connection with our desk tool. So if you're maybe thinking about trying out desk or there's just something you want to talk to us about from your plan, feature, get in touch with us, fill out that form, and someone will be in touch to work something out with you. We also have three webinars coming up. So all in March, mark your calendars. March twelfth is five tips and tricks for all things resource management. So as Emer mentioned, we are getting client based roles. We're ramping up our placeholder resources. We've ramped up our tentative projects. There's a lot now with resource management. If you're interested, join our tips and tricks March twelfth. We also have March seventeenth set up Teamwork dot com for success. So if you just need some help, maybe you're newer, you just wanna make sure that things are set up in the account based on best practices or, the way that it will work the best with your workflow, check out set up Teamwork dot com for success, March seventeenth. And then lastly, March nineteenth, simplify your daily work with Teamwork. So whether you want to get some of those integrations up and running with between HubSpot or Outlook now or gCal or try out some of our chat GPT connectors, anything to make your work a bit more seamless in Teamwork, Simplify Daily Work on March nineteenth is one to check out. And lastly, any other any good product marketer at least loves a new road map page, and so we have launched a new road map page on our website. I know Christine had a question about timelines for launches and releases. Maybe it's something we could incorporate on this page fully knowing that it will probably be our best guess or, like, a rough timeline, whether it's a quarter or a month, but we do have a new road map page. So if you want another place to keep a pulse on all things that we are releasing or coming soon, out our road map page. We obviously have these webinars. We have our monthly newsletter. We have our in app notifications, but who doesn't love another source for a for a product road map? Okay. And with all that said, we will jump to our q and a in the last six minutes or so. So I'll get Ymer and Laura back on screen here. But my first question is actually for Emer. There were some questions about our custom holidays and and public time off. So now that that's shown on time sheets, I think people are once again asking, will there be the ability to add your own custom custom holidays in that mix based on versus just having that preset list there? Yes. Great question. Thanks, Janelle. We absolutely do plan to introduce custom holidays to the time off feature. I think that the main goal was to get public holidays represented where we could in the planning areas and allow you to do that at speed, so at a global level. And then we understand that there are custom holidays within organizations that fall outside of public holidays, so that is definitely within our next iteration. Hopefully, you can hold me to it at some point into q into q two into q three is what we're aiming for. We know this is very heavily requested. Yes. Awesome. It is. It surely is. Next question for Laura here. Lots of talk about our ChatGPT connector. Lots of people interested in that. So I think there were some questions about the ChatGPT license or subscription that's needed to be able to sync with the the Teamwork ChatGPT connector. Thanks, Janelle. Yeah. Great question. So the connector is available for all paid users of ChatGPT. So that's pro business enterprise and Edu accounts as well. So it is based off of your subscription in within ChatGPT rather than within Teamwork. Awesome. Thanks for clarifying that. Another question, we'll pass it back to Emer now. Placeholder roles, lots of interest in that. But will there be any sort of reporting capabilities on these placeholders now that they're, you know, gonna become actual users so you can report on things like resource clashes or hiring needs or things and kind of have a a more structured report level against these placeholders? Yeah. Great question. I think, like, we do include placeholders in our filters in, let's say, the planning overview today, whether you group by user or project and some of the relevant reports. But because they're not global just yet, it doesn't make a ton of sense. So once they become global, they should make a lot more, I suppose, sense to where the conflicts are to this placeholder is resourced across multiple projects or where the clashes in delivery times might be. So moving them towards a global entity will make reporting a lot more powerful, and we'll continue to expose them in relevant areas as well. Awesome. Yeah. I think this is just the beginning to really flush out the new the revamped placeholders feature. And, Ymir, I'll keep you on the mic here. There was some questions, and I think, naturally, now trying to distinguish what the difference is between a role versus a placeholder. Yes. The word that I said probably a hundred times this webinar. So it's a good question. A lot of people have maybe referred to placeholders as placeholder roles. Placeholders were always intended to be about headcount. So when you're scheduling, how many designers do I need? How many engineers do I need? How many people do I need to carry out this project? So the identifier here is the role. So a role represents a skill set or a discipline, so your designer QA engineer PM, And then a placeholder is really that unnamed person or unnamed resource you plan to have on the project to carry out the work. So it represents a future real person. It always has a role. It can later be replaced by a named user. And, of course, role based rates now being a thing, both the role and the placeholder can have both of those. Awesome. I know it's a little hypothetical right now, but trust us. It will make it will make sense as as we begin to to actually conceptualize and see these and feel feel these in in the product right now. And then maybe time for one more question about teammates because I know that, as we mentioned, there's scout and flow. There's other resource management, financial management, teammates coming down the pipe. But as I mentioned, there's a lot of desk features as you all can see that we are working on as well. So, question for Laura, if there are any plans to introduce a teammate that's specific to a desk use case. Great questions. So as you as we went through in the webinar today, the desk team are working really **** ** introducing really valuable additions using AI to power that. And we are working in the background on a desk AI teammate. So definitely keep your eyes and ears peeled, and definitely attend these webinars to hear when when we're ready to release that. But we're we're very excited about the the plans. Awesome. Great. Well, that basically takes us right to time. So thank you everyone for joining us today. Thank you to Laura and Emer for presenting and all the other product managers who you've likely been chatting with in the background. But, as you can see, a lot of exciting updates here for us at team work dot com. Join the early access. Give us your feedback. Please stay in touch and be engaged with us, and we promise to do the same. And once again, thanks for joining. I hope everyone has a great rest of your day. Take care.