Transcript for the video 'TO USE: Teamwork.com Quarterly Product Roadmap Webinar - Q2 2026 - Apr 30, 2026':

Hello, and welcome, everyone, to our product road map webinar for q two. Thanks so much for joining us today. This is Teamwork dot com's product robot webinar for q two. We are just at the first month's end of the quarter, so I so hope everyone has had a good twenty twenty six, and q two is off to a good start for you all. So thanks so much for joining us today as we go through kind of a look back and a look ahead on our product road map. Just to make sure that everyone can hear and and see and interact in the same place today. Let us know in the chat where you're calling in from or, you know, maybe even what the springtime weather is like for you. I'm just outside of Toronto, and this morning, it was zero degrees, and we're going down to negative one. So I'm not quite, you know, I'm not quite in the nice weather or the nice part of spring just yet for me. But let us know in the chat where you're calling in from, and we'll just wait a couple minutes for everyone to join in here. So we have folks calling in from Washington, very sunny, twenty three degrees in the UK, very jealous of this. Denver, Colorado, cheering for your nuggets there. Sarah, hope they can pull through. People are phoning in and calling in from the Chicago area, from New Mexico, Dublin, Ireland. Lots of our folks obviously on the call over there with you, in Ireland. Shannon, Ireland as well. Folks calling oh, Miami. That must be nice. New York City. Oh, Regina. Saskatchewan. Nice to see you here, Maxine. Once again, just gonna give it a couple more minutes for folks to trickle in here. Thanks again for joining us for our product road map webinar. Oh, well, Limerick in Ireland, you're reigning. I I think that's pretty par for the course where you are, but at least it's fifteen. So that's that's gotta feel balmy, at least for me. Deborah's calling in from Montreal. Go habs go. I know if you're a sports fan, it's rich in playoffs right now for basketball and hockey, so I hope people are enjoying that if that's your taste. Folks calling in from Manchester, from Fargo, from LA and San Diego on the West Coast of the states, thanks for joining in. I know it's first thing in the morning for you folks, so I appreciate you joining in here today. In the interest of time, and it looks like we have a a full house here, I'm just gonna click on. So once again, thanks so much for joining our next product road map webinar for q two. My name is Janelle, and I will be a a host today. I'm a product marketing manager here at Teamwork. I'm just outside of the Toronto area up in Canada. And today, I am joined by two other speakers, Sinead and Laura. Laura's been a presenter on these before, so you've probably heard of from her in the past. And Sinead is just back from leave, so she's been at Teamwork dot com lifer, but she is back, now has two kids in a crazy household is what I'm told, but this is her first time presenting at, the webinar. So, I'll ask Sinead and Laura to introduce themselves. Thanks so much, Janelle. Yeah. Different different change of pace now, but this is a lot more enjoyable, I have to say. But as Janelle said, I'm coming from Cork, so we're our headquarters are in Teamwork. I've been with Teamwork for quite some time. I know some of the names popping in in the chat, so looking forward to chatting to you today. And hi again. Laura here. I'm in the Belfast office, so the opposite end of the country to Sinead. Looking forward to taking you through some of our exciting updates as well. Awesome. Well, we always start with the Teamwork dot com's mission. Our mission is to make client work teams everywhere efficient, organized, profitable, and happy. If you know or if you don't know, our founders actually ran an agency of their own. They were looking for a tool that uniquely solved the unique challenges of those that deliver client work or service teams, and thus they created Teamwork back in two thousand seven. And so that's a bit of our our origin story, and these four pillars were really key and still are key, in us achieving our mission to help you guys all be efficient, organized, profitable, and happy. And Teamwork uniquely, achieves this by combining, you know, those powerful project management table stakes, the bread and butter, kind of the essentials to to project management, but then coupling that with streamlining some of those unique operational challenges and joys of those that deliver client work. So folding in things like tracking capacity and utilization and time tracking and profitability and all those fun things to really help you understand and, hopefully, ultimately profit from every client demand. Or like I said, at least know if you will be profitable, if it was profitable, and hopefully help you guys grow in in scale in many different ways. Our agenda for us today is we're going to take a bit of a look back and refresh everyone on our recently released features, and then we're going to look ahead and share some of the things coming down the pipe in the rest of the quarter. We're then going to share a couple other announcements of things happening around the company, and then we will have q q and a at the end. So stay stay online if you can for the whole thing. It's going to be a a great session. And we say it every time, but your participation is critical to making not only today's session as informative and interactive as possible, but for our road map and our and our vision of our product. We have a q and a in Zoom, so please use that to ask your questions. As I mentioned, we'll have about ten minutes at the end. We'll take some of these questions live and address them on the floor. If your question's not addressed, we export the whole q and a digest. We analyze, what you folks are saying. So, really, the more engaged and interactive you can be today, the benefit, is reciprocal for everyone. Use chat to let us know where you're calling in from or to leave some other comments and then, of course, emojis as you see fit. And, the last thing from me is that this is being recorded. So if you have to drop or if you have a a team member who couldn't make it or whatever the situation, this is being recorded. It will be emailed out, in a couple days so you can reference it, as needed. And I think that's all the housekeeping for me. So I'm going to pass it off to Laura to talk about what was recently released in q one and starting with Teamwork AI. Thanks, Janelle. So first of all, the the first feature that we're gonna be talking about today, some of you may have had a chance to play around with this. Some of you might not have been exposed to it yet, but I'm super excited to introduce our AI teammates. These aren't just bots. They're not just chatbots, generic or something that we've kind of gone to in two footed. We've really, really taken onboard feedback, and we've given a lot of thought behind these to make them into specialized assistants, which are designed to help you plan smarter, execute faster, and crucially ensure that all of your projects are delivered on time and profitable for you. So first of all, I'd like to introduce you to my personal new best friend, Scout. Scout is your personal assistant. So we all know that feeling of logging in on Monday morning to a wall of notifications. I'm just back from a week of leave, and before Scout, it was very painful. Scout now has fixed that. So Scout can catch you up on critical project activity, summarize your unread notifications, and even join your meetings to take notes. And those notes are I have to say, they're incredible. Think of Scout really as your daily chief of staff. So somebody on your side helping you plan your week, so you're always focused on the right required actions rather than just the loudest ones. Next up then, we have Flow. So Flow is our dedicated project management assistant. Scout looks after you, and Flow looks after your projects. So Flow can conduct automated health checks and proactively alert you to any risks before they become into crises. If you need to send a professional update to a client, Flow can draft that out for you based on real time project data. And Flow also ensures that nothing slips through the cracks, so acting as an extra set of eyes on your most complex work, so saving you a bunch of time. This is only the beginning, really. Over the next quarter, we'll be expanding out our AI teammates. So lots of exciting things coming up, specifically around resource management to balance your workloads, financial management to keep an eye on your margins, and we're even working on a custom assistant that can train train to handle, like, specific unique workflows. We aren't just giving you AI. We're giving you specialized department of assistance to really help your organization scale. So next up then, still, we're sticking with AI teammates, and this is really with multi instance jobs. So previously, each job that a teammate was run could only run once. It could only run with a single setup and schedule and and list of conditions as well. So now you can run multiple instances of the same job, so each with its own conditions and timing. And that crucially means that you can define it once and then reuse it any again and again across different clients, different projects, or teams. You can apply different filters per instance, and you can schedule each one independently as well. So this is really taking AI teammates and it's bringing them up to the next level and saving you even more time. So we've talked a little bit there about our native AI today, but we know that many of you already have established workflows with other AI assistants and LLMs. And this is why we are incredibly excited to introduce some of the new MCP capabilities. And so this is a game changer for flexibility. I've talked to loads of you about how you're using the MCP server, and I found just so many excellent use cases, and and people are really loving it. So now you can actually connect to Claude, ChatGPT, or any other MCP enabled assistant directly to your Teamwork dot com ecosystem. So this isn't just basic read only connection, you can now use eighty and counting specialised tools, and these span across projects, desks and spaces as well. So it's the entire Teamwork ecosystem. So effectively, you are giving your preferred AI assistant hands to work inside your account. Instead of clicking through menus, you can now manage your entire workload through natural conversation. And this is what we all want from AI. Right? So what does this look like really in practice? So you can now paste a client meeting note into your assistant and say, based on this, spin up new project with tasks and milestones, and it's literally done in seconds. You can ask the AI to maybe clone a project from a specific template and ensure that every client gets the same high standard of delivery. You can move tasks through workflow stages, reassign owners, or update priorities just by asking all within your natural language. And then my personal favorite, you can actually start timers or log times tasks without without a single UI click. And we know that this is a big pain point for a lot of people. And now you can just tell the assistant log thirty minutes to this specific task and keep moving on with your day. So the power extends across our full suite. You can ask who's overloaded this week, and the AI will pull out a workload view across your teams. And you can even triage and reply to desk tickets or author Spaces documentation directly from your task interface or your chat chat interface. Sorry. By opening up these MCP capabilities, we are really making Teamwork dot com the most extensible project management platform on the market, and this ensures that no matter which AI model you prefer, your data and your workflows remain at the center of your operations. So in twenty twenty six, we know that help desks and the help desk market is really moving from reactive ticketing to predictive resolution. And these features don't just save time. They use your historical data to make every agent your best agent. So we have talked about our AI functionality within desk on previous webinars, and but we will be releasing our foundational features using AI so you can use your own tickets as your very own knowledge base very, very soon. Now the question I'm sure is ever what is on everybody's minds is when I can I get my hands on this? So we're currently in the final stages of just fine tuning these features. It's still in early access to ensure that they meet our performance standards. So trends, ticket summaries, and similar tickets will be rolling out exclusively to premium enterprise plans very soon, so do keep an eye just on your inbox for our official release announcement. Perfect. So moving into managing client work. So first of all, we did we have talked about this previously, but I definitely think there's a there's so much to talk about with custom items, and I know that we've had a lot of feedback from users already using it, early adopters. So it's definitely worth mentioning again. This feature allows you to manage more than just tasks and teamwork, and it's really designed to give you that flexibility in how you track and organize things that matter to your team. So if you think beyond projects and tasks, you can now manage inventory, assets, employees, contracts, any other custom data directly within Teamwork. And this means you can finally move away from those disconnected Excel sheets or manual tracking systems. So this gives you total flexibility. You can now create and manage any kind of item that doesn't neatly fit into a traditional project or task structure. You can also customize how you view these items, so with custom fields, groupings, filters, and sorting to make sure your data is meaningful and actionable. And ultimately, really, this helps you to expand how you use Teamwork. So we understand that it was a little bit rigid before, but you can now add all of those custom items, creating a single source of truth for all of your operational data. So really, this is all about flexibility, scalability, and giving the team the power to make Teamwork their own. So now let's dive into a massive productivity booster for those of you who need to see everything. So we're introducing table view within the everything area. So if you are a fan of spreadsheets, but you love the power that you have in Teamwork dot com, 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. And this introduction will be your missing piece. So while we already have list view and board view at the everything level, this update will allow you to customize your view and toggle on and off what's important or what's not important and call out that noise. So allowing you to interact just directly with your tasks and quickly add updates or missing information in line. One of the most important features here that we've heard that you absolutely love is the advanced group by functionality. So you'll now be able to slice and dice your data by almost any task attribute. So think about priority assignee or due date. This allows you to organize a massive amount of data into meaningful actionable segments in just a couple of clicks. So I'm delighted to announce as well that we have released our HubSpot app updates. We know that a project really is only as as successful as it's set up. And so to hit help you hit the ground running, we've introduced several enhancements to our workflow actions within the HubSpot app integration. So these are really designed to make project creation faster, more structured, and perfectly aligned with your actual planning process. So, firstly, we are bringing financial oversight right to the starting line. So you can now set project budgets at the moment of creation by baking forecasting into the setup phase. You're ensuring that your profitability is priority from day one, and it's not an afterthought. So it's giving your team a clear ceiling and your stakeholders peace of mind right from the word go. I know that many of you have been asking for the ability to define start and end dates during the initial workflow as well. So no more jumping back into project settings later to fix the time line. You can do everything at the very start, setting your guardrails for delivery immediately, keeping your team on track from the very first minute of work. And finally, we're removing the back and forth of CRM management. You can now instantly create new clients during the project creation process and link them automatically. So it's a small tweak, but it removes a huge amount of admin friction, especially for those of you in environments where you're scaling quickly. So next up, we have an update to automations. So in the past, automations were a little bit linear. If a task changed status, the automation could only really talk back to that specific task. So today, we're changing that with action targeting. So we now have the power to choose exactly where the impact of an automation lands. So if a subtask is completed, you can now tell the automation to automatically update the parent task. And, conversely, if a parent task priority changes, you can push that update down to every single subtext subtask instantly as well. So one of the most powerful ways to use this is with newly created tasks. So you can set up an automation that creates a task, and then in the very next step, performs follow-up actions on that specific new task. It's all about creating a seamless hands foot hands off workflow. And, ultimately, this feature is about taking full control. You decide which tasks are impacted, ensuring that your project data stays accurate and synchronized across every level of your workflow without manual intervention. I know that my team is using this extensively so far. So another automations update, and this is a really lovely one, and it's long overdue. So we know that project milestones and and client communications aren't separate silos. They are two sides of the same coin, and that's why we've built a direct bridge between the work and your communications. So you can now automatically generate a desk ticket directly from a Teamware dot com project trigger. So the goal here is to keep your clients and your internal teams totally in line. They're notified exactly where they need to be and without a single second of manual data entry. So it removes the human error factor of forgetting to update a client once a task is done. So why you'll love this? You are connecting your project items directly with your communication. So imagine a task hit and are ready for review stage in Teamwork, and the corresponding ticket is already waiting in desk or even has been sent to the client automatically. You'll have surgical control over which project trigger these actions. So you might set this up for a specific high priority client projects or perhaps an internal operations board where a task completion needs to trigger a support request for your IT team. And by a pre populating recipient emails, subjects, and ticket bodies within the automation, you ensure that the support agent has hundred percent of the context they need the moment they open the ticket or just send an email directly to the client. There's no more, what is this regarding, and no more missed information sitting in an outbox. The information is already there, or you can send it directly. So this feature is really all about proactive service to your clients. It ensures that the moment work is finished in your project, the client is notified, and it keeps your projects moving and your clients informed. So next up, we have a lovely feature announcement for TeamworkDesk. So we've all been there. Often, you'll have a ticket come in, and you need another set of eyes on it, maybe a developer or a specialist to look at one of the specific customer problems, but you don't want them to see everything in that inbox. So in the past, your only choice really was to grant them complete access to the full inbox, which could produce a lot of noise for them, or it might expose them to information that you don't want them to see. So now you'll see a share option directly within the ticket view. You can add or remove agents with just a couple of clicks. And for that person receiving the share, that ticket will appear in a separate shared with me smart folder. So it's important to note that we've kept our core security logic intact as well. So if you share a ticket from a team inbox, the collaborator can reply as part of that team. However, for individual inboxes, if the collaborator doesn't have their own outgoing mail service setup, they remain in the collaborator role. So they are able to see that and leave an internal note but not send external mail. So this ensures that your send from branding stays consistent. Admins can always see exactly who has access to the ticket, which provides a clear audit trail as well of who is involved in the customer's journey. And that's it for me for now. I'm gonna hand over to Sinead. Thanks, Laura. So, first, we're gonna look at tentative projects. So tentative projects are really built for that messy presales window that every services business knows. I've no doubt you can all relate to that. And here with tentative projects, you can shape the work, hold space for resources, and stress test your timeline without accounting as real until the deal is closed. So first, you can create and update tentative projects within HubSpot, which will be great. Next, whether you use a c r a CRM or not, in the project creation flow, you'll be able to see that we have a new field inside there for the type of project, and here is where you're gonna be able to select whether this is a tentative project or whether it's a confirmed project. So at this point as well, you can apply any existing templates you have, which really helps speed up that process as well. And what works really nicely here as well is that new scheduler tab that we have inside there. So with your tentative project, you can build out your project and all your tasks. You have your schedule tab inside there, so you can prepopulate that as well. And that's gonna allow you to plan where your allocations and resources and placeholders are just while you're inside that project without having to leave, and hop in and out of the resource scheduler as well. So those tentative projects can be seen also within your project list view, within reporting, planning overview, and your client's view as well. So it's really gonna help you get faster, more accurate quoting, and there's gonna be no scrambling once that deal is closed. You can just change the project straight away from tentative to confirmed. So that's been a lovely new release. So next when we look at making projects more profitable. So we have lovely new quote stuff as well that we're gonna introduce here. So quotes v three has been a really nice introduction as well. So this really gives you way more control over your line items and a lot more visibility into your profitability before you even send the quote. So what this allows you to do, it allows you to manage your line items with a lot more flexibility by allowing you to customize, every quote, to exactly what you're offering. So if we look at the kind of more granular bits that you can do inside here, you're able to add tax or discount per line item. You can group your lines as well together, into categories, which is really helpful, and you're able to see your gross margin and net margin per line. Now that part is obviously kept internal. And then once your clients client signs, you can spin off a tentative project as we just spoke about or a confirmed project directly from the quote. This is gonna help map your line items as well. So they're not just line items on your quote anymore. They're gonna be turned straight into allocations and tasks and expenses. So I think a really nice way of looking at it is the quotes aren't really a sales doc anymore. They're really becoming, like, the blueprint to the work that you're about to do. So it's a it's really powerful, some changes that we introduced there. Next, we have client role rates. So if you've ever had to, I suppose, override rates for that one big client, then this one is definitely gonna be for you. So instead of relying solely on standard or project based or role based rates, you're really able to tailor the pricing to reflect the specific commercial agreement that you might have with a particular client. So that could be preferred pricing for a long term client or, negotiated rates that you might have for a strategic new account that you have. And you can reflect that as well directly in the system. So it will give you the flexibility on how time logged is charged. So whether that's using your person's user rate, a project rate, a role based rate, or a client specific rate. So just giving you that more control over pricing consistency, without the spreadsheet gymnastics that, we all like to avoid. Next, we have another lovely quote, improvement. So, essentially, when we're looking at quotes, this is the first thing that your client kinda sees, from you. And I suppose, honestly, when we think about it, like, well presented quote, tells a lot about how the work is kinda gonna go as well. So what we're doing here is we're giving more control over how quotes are numbered, presented, and priced, so that they reflect your brand as well in the commercial model straight out of the box. Some of the things that we're introducing is order generating quote numbers based on kind of a format that you can define, have your statement to work onto your quote PDF, drop signature fields in there as well. And there's gonna be less back and forth, and more polish and, I suppose, faster sign off as well, which is exactly what you need to to win and start work quicker as well. Next up, we have, logged time roll up. So this is a a small but mighty, upgrade that we have, especially for any project managers. So in list view, parent tasks are now going to show log time rolled up from the subtasks. So you're gonna get instant visibility into, like, the plan versus actual time without having to dig into the subtask one by one. And so I suppose there's no more manual updating parent tasks just to track those totals, And your PMs will really be able to see any, like, project burn, or budget burn at a glance, and you can step in before the task slides or anything like that. So, a small update, but, it really is something that we've been highly requested. Cool. So next, what we have is our project health insights. So this is a brand new, I suppose, insights panel into our project health report, and it would really help give, like, PMs and leadership way more depth here. So I suppose we all have heard the phrase at some stage, you know, like, why didn't anyone flag this earlier? And usually, it's because nobody had a single place to check for any warning signs or or anything that might be jumping out. So that's exactly what this is gonna help you do here. So we're gonna have some more widgets for estimation insights, budget usage, time distribution, and much more there as well. You're gonna be able to customize them as well just to kinda digest it the way you want, and apply some colors just to help that jump straight off the page to say, hey. That this needs to be looked at. And it's all gonna be layered on top of the existing project health reports as as well. So you'll really be able to help catch those problems early if there's any there before it hits your margin. So they're really nice updates there. And kind of following similarly, we have our reports gallery updates. So this is kind of a refreshed reports gallery. It's a lot smoother UX, a better UI, and some really nice additions as well inside there. So some things that you can see here is being able to duplicate some pre canned reports and save them as a custom report. That's gonna be a very big manual time saver, a big time to value win as well, and being able to star them, just getting that easy access again and switch between your layouts, allowing you to digest your information in the way that you best digest that. So it really is a lovely uplift for our reports gallery, and we're we're very excited to hear what you think about it. Cool. I'll pass you back over to Laura here now for our coming soon. Perfect. Thanks, Sinead. We do have some early access sign ups for assigning roles to tasks. And, Janelle, thank you. She's popped the link in the chat there. So if you are interested in testing this out, please please do pass on your details, and we'll be in touch. So what is coming soon on Teamwork AI? So we've rolled out more AI capabilities, and we've noticed one common piece of feedback. So high volume intelligence can get very, very noisy. Currently, every AI teammate output lands in a single blended stream. So whether that is a project summary or a task update, it all goes in the same place, and it can make it quite difficult to find, read, or act on the specific insights that matter to you. So to solve this, we are introducing multichannel updates. So soon, each specific job instance will have its own dedicated channel. And this really means that your project health check won't be buried under your internal project summaries. And so by separating out these streams, we are really giving you a significantly higher level of searchability and readability as well. This isn't just about organizing text, though. It is about actionability. And so in these dedicated channels, you can have your AI teammates take contextual action on their own outputs. So whether that is a simple point and click interface or a chat initiated follow-up, you can now ask the teammate to expand on this or assign to a user or summarize differently right there in the stream. So the real win here is the elimination of context switching. You can kick off your next steps exactly where the AI AI output lands. And if the AI teammate flags a project risk in its dedicated channel, you can address it immediately without jumping between different modules or tabs. So it's keeping your team's focus really sharp and ensuring that the AI generated insights turn into human led results instantly. So next up is in the lovely desk update. So we've heard from many of you that responding to routine queries is the biggest drain on your team's productivity, specifically when we're talking about client communication. And so the expectation isn't really just to answer anymore, and the expect expectation is to answer well, but also fast. And so today, we're moving from manual drafting to AI assisted responses to tickets. So this isn't just a generic chatbot. We are using something called a retrieval augmented generation, which is, for you and me, basically, a knowledge base, and that's specific to your organization. This means that you can point the AI to specific help doc sites public URLs, and it even looks at your successfully resolved tickets to learn how you've solved similar problems in the past. And so it's basically like having your most senior agent whispering the answer to all of your junior staff members. So for the agents in the room, you'll see a suggest response button. Once you click that, within ten seconds, iDraft opens in the editor. It reads the entire thread context, not just the last message, so it knows exactly what's going on. But, crucially, we know that your clients are so important to you and and those relationships. So you can always tweak the text, check the cited sources for peace of mind, and hit send once you're totally happy with the answer. And managers with we've built this with transparency in mind, you'll have a dedicated audit area to see the AI performance. Onto some more of our updates on managing client work. So let's talk about the core of your daily work with navigation updates. So we've completely reimagined our navigation experience to be simpler, more focused, and most importantly, faster. We know that as we add more power to teamwear dot com, the interface can get busy. We experience this ourselves internally as well. And this update is all about clear and the closer MC can get to your work without the search and rescue mission. So first up, you'll notice on the slide there that there is a much cleaner streamlined interface. We've organized the navigation around the actual sections 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 does feel lighter, but it is actually more powerful. We also know that no two workflows are the same, so you can fully customize your sidebar. If you're a Power user who lives in reports, you can keep those front and center. If you never touch a specific tool, you can simply move it into the more menu or turn it off entirely. So we understand that this is your workspace, and now it can actually look like it as well. But the bottom line here really is speed, so we've prioritized quick access to your most recent work and active tasks. By reducing the number of clicks it takes to jump between projects, we're giving you back those tiny little increments of time that add up to a much more productive day. So next up, we're looking at the meat of your workflow. We do talk about task details a lot on this webinar, but it is the meat of what you do every day. So this is where the work actually happens. And we felt it was time to move the the the UI out of the way so you can focus on the task at hand. We've listened to your feedback and tweaked the space to be cleaner, faster, and much more intentional. And the goal really here is to make the experience completely intuitive. So whether you've been a Teamwork dot com user for years or you have a new colleague using the tool for the first time, the layout should make sense immediately. We've removed some of the clusters, flattened the learning curve, making it simpler than ever to get Teams up and running. Next up is a release I know a lot of you have been anticipating, and I include myself here. I'm delighted to tell you about Timeline, which is a modern, high highly visual way to manage your projects. So while lists are great for details, sometimes you need to see the big picture to truly understand the project health. Timeline gives you that bird's eye view, but with readability and speed you expect from Teamwork. So, ultimately, really, we're we've designed timeline to make project planning feel less like data entry and more like an intuitive, even enjoyable part of your day. So we can't wait to see how you use use this feature to bring projects across the finish line. So this next solution may feel like a little bit of a relief. We know that it's sometimes impossible to get your clients to collaborate with you directly in Teamwork on tasks and comments. And so we're putting an end to the constant contact switching between your project and your email inbox. So I'm very excited to announce our brand new email integration for Outlook and Gmail, which allows you to email clients directly from within a task comment. So for our admins in the room, we've prioritized security and oversight. So this integration is controlled at site level. You'll have total control over who actually is able to send emails from your tasks, 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 the amount of noise. So we've sold this by keeping client emails and internal team internal team comments completely separate. So you get the best of both worlds. You get a private space. That way, you can collaborate with your team. And then a more professional channel for client updates, all happening on the same page without the risk of an internal note accidentally going out to one of your clients. This is also about alignment. So, usually, client emails are locked away in somebody's inbox, creating a massive information silo. So by bringing these conversations into the task, you do give the whole team visibility. So even if a team member's out of office, everyone else can see the latest client feedback on that particular email, and that really keeps your projects and your tasks moving. So no more forwarding threads or missing CCs. So we have talked about the new table view experience at the everything level, but we do have some very exciting news at the project level as well. So, really, the the the joy of this is if you're comfortable in a spreadsheet, you can now see your project tasks specifically within this table view. You can edit things in line. So if a project deadline shifts, you don't need to open the task and click into ten different tasks. You can simply go down the due date column and update them instantly. And so this really does take out hours of admin work and makes it into a few minutes of data grooming. Next up, we're focusing on the bridge between your tasks and tickets and your task list. So we we know that for many of you, a task isn't just a to do, it's a solution or delivery to client request or issue. So we're significantly improving how tickets are surfaced in task details and task list views as well to give you better context without the extra clicks. So that update will be coming out very soon, and very looking forward to seeing, your feedback on that. And without further ado, I am handing back over to Shanique. Thanks, Laura. Cool. So right. First, we're gonna talk about role based task assignment. So this is really gonna be a game changer for that early stage planning. And I think in conjunction with our recently released, tentative projects, it's just gonna be great. So role based task assignment is gonna really change how teams plan work before the staffing is finalized. So it means you can build out a full project plan even if you haven't confirmed exactly who's gonna do the work yet. So for example, instead of either assigning a task to maybe a dummy user that you might have or to just leaving it blank for now, you'll be able to assign it to a particular role. So assigning it to, let's say, senior developer or designer, and it's gonna help you just to plan with more confidence when using a full project plans at that pre staffing stage, quote and budget more accurately using the role based rates, and it's gonna reduce the rework as well with the bulk reassignment. So once, let's say, if you're using it within tentative projects, you have all your roles built into your tasks. Once you change that over to a confirmed project, you'll have a really nice screen where you're gonna be able to bulk reassign all those roles to real people for when your project is kicked off. So it's essentially about planning the work first and then staffing it later. So I'm very excited for you to to get your hands on that. And next up, so kinda speaking in the same vein of kind of our different user types. So this is a really exciting upgrade that's gonna be coming soon. And, essentially, it's gonna be bringing placeholders global within Teamwork. So you'll be able to add the same placeholder across multiple projects, which is something we do have a bit of a restriction on at the moment. So it's gonna be just like a real team member and just how they would work across different projects. And with this change, they're gonna behave exactly like those actual users in the system. So you'll be able to support the key scheduling attributes that you need for these particular placeholders. So you'll be able to assign them working hours, cost rates, billable rates. So your forward planning won't just be directional. It will actually be realistic as well. This also means that for the resourcing leaders, they can finally have the answer of if we win this business, do we actually have the people? And you're gonna be able to kinda do that with the hard numbers that you can see and not just, I suppose, like, a good feel. Next. So we have multiple roles per user. So we all know team members who wear different hats per project. So for example, you might have a designer a senior designer who might be a designer on one project, and then they could be a creative director, let's say, in another projects, And they're very different rates as we know. So, essentially, what this is gonna be able to do is you'll be able to assign multiple roles for a particular user, and you'll assign, a different role per project, and billable rates will follow that role so that you can reflect real world, I suppose, team flexibility without having to, like, duplicate users or doing manual overrides anywhere. So it's really gonna cut down on the admin. So less admin is always what we wanna hear, but bring more accurate billing. And it's gonna show you just how your team actually works, especially for those users who might wear multiple hats. And next, another kinda role based. So we have role based rates and scheduler. So we really wanna put that financial impact right into the scheduling workflow. Because, realistically, every time that you're dragging an allocation, you're moving money around. And soon when you are shifting those blocks within the scheduler, you'll be able to see the actual financial ripple in real time. So let's say you move a senior designer from one project to the other, you're going to see what that does to your forecasted revenue instantly at that point. This is gonna apply for both users and the placeholder users that we were speaking about earlier, even when planning from, let's say, templates. So, like, the way we think about it is when you are moving those allocations around, you can actually see the euros or dollars, let's say, moving with them in real time as well. So that's gonna be a really powerful one. Next up, again, kinda building on that as well, we want to bring full financial insights inside the scheduler. So today's scheduling shows you capacity, allocations, and budget info and and that kind of piece, but soon, it's gonna show you the financial impact when planning your projects. So we're gonna be bringing in some new widgets, into your insights bar. So forecasted cost, expense cost, total cost, and forecasted profit. So what we really wanna do here is no more switching of views or exports, like that the financial visibility lies right within your planning workflow so that you can schedule and forecast profitability at the same time. So that's gonna be a really lovely one as well that's coming soon. Next around make projects profitable. So we have some big additions coming here as well. So some very exciting things coming with quotes. So if you're an agency or a consultancy, if you sell the same packages over and over again, then this one is definitely for you. So you're gonna be able to save your most used quotes as reusable templates, or let's say, new templates directly from scratch to save going forward and pull one off the shelf and tweak only what what needs to be changed. So you're essentially building that library of reusable quotes, for common services that you might offer. It will really help you spin up a new quote extremely quickly and keep, like, pricing and line items and terms really consistent across the company. So this will hopefully help you to speed up that sales motion without losing, like, the standardization that you need to keep, with your quote. So that's gonna be a lovely one. And then to follow on with more quote updates that are coming, so this is gonna be really nice. So you have your quotes created, and this is gonna be a new way of being able to view those quotes. And so this is gonna be coming in alongside the existing list view. So you're gonna be able to zoom out across all clients and track quotes in, like, a pipeline style. And so if we think about it in two ways, so first, you have your global view. So you're gonna be able to see every quote that you have across every client in one place. And the next, which I absolutely love, is, a Kanban style board view of your quotes. So it's gonna be able to track them at what stages they are. So everybody from your sales leaders, ops, and finance, everyone can be on the same page about what's in flight, and it can also make it really easy for you to see, okay. We have this amount of quotes that we're still waiting on to be signed and having that view in one place so that you can make the actual items really quicker from that. So that's gonna be really exciting as well. Okay. Next up, we have monthly time approval. So this is something we've consistently heard on the the time approval side of things. So it's gonna be a really big, time saver, especially probably, those that are in the finance or ops side of things. So right now, our time sheets can only be reviewed and approved and locked in on a weekly basis. And we know that this could cause a lot of friction for people who kind of had billed monthly or they report monthly, and then they kinda had to reconcile those weeks, let's say, or five weeks into that particular month. And so soon, everything that you can do on a weekly basis with your time sheets, you're now gonna be able to do on a monthly basis. So you'd be able to review, approve, and lock time sheets in on that monthly cadence. So, hopefully, this is really gonna help cut down on that month end admin and allow you to get back to the actual work. Yeah. So cool. We have our track performance next. So we have some lovely things here. So first off, we have our client overview dashboard. So we're really reimagining that kind of client overview as a customizable dashboard so that you can understand your client performance from a glance. So we really wanna surface the insights that you care about. So we want you to be able to choose the chart layouts that are gonna have your data. So allowing you to pick from, let's say, table or pie chart and resize the widgets of even, let's say, of importance, what ones you really want to kinda jump out of that screen and allow you to drill in as well contextually without having to leave. So this is gonna be really big for any, like, AMs or account leads or anything like that. So when someone asks you the question, how is this client really doing? You're gonna be able to jump into one screen and really get that full picture. So that's gonna be lovely. I'm kind of following kind of something similar here is the introduction of custom dashboard. So, this one is gonna be a blank canvas for any user. So all users on the site can do this, and essentially allow them to build their own landing page that will show the information that they need. Again, what I think is gonna be really powerful is being able to put in how you best digest work and what you need to highlight. So being able to spot issues or risks and blockers at a glance and drill into the information if needed. And we're gonna give them a really big library of different widgets to pick from across all the different data points in teamwork. So whether you're a delivery lead, again, in finance or CSM, you're gonna be able to get the view that really does help you do your job. So that's gonna be a a lovely one that I'm really looking forward to anyway. And that's it. Awesome. Thank you both, Sinead and Laura. Just have a couple minutes here to wrap up, then we'll go to q and a quick. Really full road map, which I think is is a good problem to have, but just wanted to reiterate our early access sign up for assigning roles to tasks. So if you're interested in being one of our early access users, I will pop the link in again, and feel free to sign up for assigning roles to tasks. Additionally, if you would like to get in touch with us, perhaps you wanna learn more about something you saw today that isn't on your plan or you have some follow-up questions, about any of that sort of stuff, there will be a different form that you can fill out, and we will get in touch accordingly after. And then lastly, I can't get away with an one of these without plugging a couple other webinars we're hosting. So first, May seventh, that's next week, Steven and Renee are going to talk about all things Teamwork AI. So you've heard little drips of AI on these road map webinars for a couple quarters now, and we're at the time where we are going to have our first dedicated webinar about Teamwork AI. I know I saw a lot of questions trickling about this. So May seventh, if you're able to, please join us to talk about Teamwork AI. And then resource management, we know that's another key area and focus area for lots of you. May twenty eighth, we are having five tips and tricks about all things resource management and teamwork with Joff and Helen. And then lastly, if you would like to have kind of more of, a thought leadership or industry level conversation, we're hosting a masterclass on May thirteenth about your client's budget is shrinking, so how to continue to talk about value with your clients, keep that work up, don't slash your prices, and kind of have, some more strategic, smarter conversations if this is kind of a business challenge you're running into. So I will post all those links in our chat now. And five minutes left. Let's get Laura and Sinead back, on the mic, and we can jump into some q and a. So, I know there was a lot of questions about our timeline feature. People were saying, what's that versus Gantt? What's gonna happen with Gantt? So, Laura, do you mind just talking a bit about the future of timeline and how it relates to our current Gantt feature? Yeah. Of course. So, really, the the aim with timeline was to build a more performance, easier to use timeline with a much more modern UI. We will be ultimately replacing the current Gantt chart with this new view. It will have feature priority and then some, and it will have that much more modern interface and be a lot faster to use as well. So, yeah, we will be eventually replacing the existing Gantt with timeline. That that's the plan. Yeah. Yeah. I think a couple people were saying is export coming or this, this, this. So as Laura said, we will have all feature parity and some, so you're not gonna lose out any on on any of that Gantt functionality. I'll pass it to Sinead now. So custom dashboards, we we just talked about that. Can those be seen, like, across the organization site wide, or would they be specific to each user so someone can kinda spin up a unique one of their own? So for first release, they are going to be individual to the user. But after that, we are looking into making them kinda shareable kinda dashboards as well. So initial release just for the user, but we will be working on making them more shareable across the org. Okay. Great. Sinead, we'll keep you I'll keep you on the mic now. So with the ability to soon assign task to roles, I know that's in flight. What about the possibility to assign this to placeholders versus a role? Yeah. Yeah. Very good question. So we're really gonna be rounding out kind of that experience, let's say, within an individual project. So we are going to be able to assign a task to a role or a placeholder. We are first releasing role, as you were saying, just with that early access side, and then we're gonna be working on the placeholder side. And prior to that, it's gonna gonna be an improvement to just the assignee picker in general, within especially within projects. And we do also wanna highlight, let's say, that capacity piece as well. That's something that we've heard kinda continuously in Teamwork. Okay. If I wanna assign this task to Laura, do I have to leave, let's say, list view in order to see what kind of capacity Laura has? So we wanna kinda tackle that, as well. So there's very exciting things coming when it comes to assigning tasks. Awesome. Great. Thanks. Laura, let's jump back to you. We got, like, one minute here. A couple questions about the email to task, integration piece, from earlier on in the web webinar. So someone's asking, does the email task integration also work the other way around? So the client could reply from their inbox, and it gets, sent to to the task. So it's kind of, yeah, having both, streams of of communication. Yeah. Absolutely. We've built this for transparency in mind, so it won't just go one way. And once you connect your email, any emails that are sent out from the task tab and the client replies, it will the responses will be right there in the thread. So there can be a back and forth, and that thread will be visible to everybody who who has access to the task as well. So everything is is kept transparent there. Awesome. Awesome. The less back and forth, the better. Cool. Well, that really brings us up to a full and complete hour today. So I just wanna thank Laura and Sinead for fabulous jobs presenting. Many of you were also asking questions. And as you saw, all of our product managers are in the wings typing and responding to your questions. So I just wanna thank all of our product managers for their support today as well. And, of course, thank you all for coming and spending an hour with us. If you're jumping into a long weekend, I hope you enjoy your long weekend. The recording will be sent your way shortly. And thanks again for joining, and have a great rest of your day.