Transcript for the video '[USE THIS ONE] Q3 '24 Teamwork Quarterly Product Roadmap - Jul 25, 2024 10:32 AM - (1h)':

Hello, everyone, and welcome to teamwork dot com's product roadmap webinar. It's great to have you all here. Wonderful to see our participant number climb up, as you're joining us today for our q three, product roadmap webinar. Happy summer. Happy Christmas in July, if I can dare say Christmas now. But, yeah, thanks so much for joining us today. Just to make sure you can hear us and see us and can interact with with Zoom correctly, just pop in the Zoom chat where you're calling in from, and we'll just get started in a couple more minutes. So we'll just let, our audience come on in. So just let us know where you're coming calling in from. We have people calling in from London and Chicago, Orlando, Southern Colorado, Iowa, lots of Chicago, folks here today. Welcome. Thanks so much for joining. London, UK. I like that you clarify, Annalise, that it's London, UK since I'm from Canada, and we do also have a London here, not to be confusing. Miami and Nashville. Nashville. Oh, Vancouver, BC, another, Canuck. Great to have you here, Charlene. So as you're coming in, just let us know in the webinar chat where you are calling in from today. We'll get started in just a couple minutes. We have people, Barbados, Mexico City, Austin, Texas, Nebraska, Brighton, Baltimore, Virginia, Tennessee, lots of folks. My neighbors to the south in the in the United States, welcome here. Miami, Kansas, and Chicago, Arizona, Kalamazoo, Indianapolis. Our presenters, Steve and Jane, are both in Ireland and and in Europe, so hopefully they have some some fellow Europeans joining lots, North Americans here. Vanessa's calling in from Toronto. Howdy, neighbor. Athens, Greece, Ottawa. Great to have everyone here. Oh, there's someone from Ireland in Limerick. Welcome here, James. So as you're coming in, just let us know where you're calling in from. We're just gonna gonna give everyone a couple more minutes until we formally kick things off. So just drop in the chat where you are calling in from today. We have a very global audience and, customer base, so it's always cool to see the where far and wide people are calling in from. We have people calling from Wisconsin and Mexico City, the Netherlands, South Florida, Washington, Colorado. We have an office in Denver, so not too sure where, you are in Colorado, but, we have lots of folks in Denver. People calling in from Las Vegas, Dallas. Oh, there's some Denver people, Gretchen and Sandy. People calling in from Belgium, from India, from Barcelona. Lots of Texans on the call. So, anyways, thanks so much for joining us today. I think it's about time to, kick start the the event formally here today. So once again, thanks so much for joining. My name is Janelle. I'm a product marketing manager here at teamwork dot com. I'll be the host for the event today. I'm thrilled to be joined by senior product managers, Jane and Steven, and I will just get them to introduce themselves now. Thank you, Janelle. Hello, everybody. Welcome to our q three product webinar. I think I say this every quarter, but I cannot believe it's q three. Where has the year gone? Looking forward to showing you some of the exciting things that have been recently released and some of the things that we have up our sleeve for the rest of the quarter and the rest of the year as well. Hey, everyone. I'm Steven. I'm the senior PM for time and revenue here at Teamwork. I'll be covering a lot of the, exciting things we've recently released as well as some of the upcoming things in that space. It's also my first, webinar. It's my speaker debut, so get your, actual rotten fruit ready to throw. And again, just be kind. I'll try my best to, cover everything as as best I can. Great. Thanks, Jane and Steven. I'm sure you'll be fabulous. And, really, just to table set, we always start by sharing teamwork dot com's mission, and that is to make those client work teams everywhere efficient, organized, profitable, and happy. If you've joined these events or any of our events, hopefully, you've heard this many times before. And, really, teamwork dot com was the idea of our two founders, Dan and Peter, who, for them, they ran an agency before, and they did not find a software that was uniquely fitting those that deliver client work, whether that's through an agency or more of a professional service stream. They could not find that unique tool to uniquely fit, their needs and solve their problems, and so they actually created Teamwork themselves. And, really, teamwork dot com was, created baseline based on powerful project management. But as everyone knows on this call, those that deliver client work need to have some streamlined operations included in that equation as well. So things like managing profits, managing project budgets, managing your team and your resources. And so teamwork dot com really is, really striving to combine that powerful project management everyone knows and loves. That's table stakes. But then combine it with that streamlined operations unique for those that deliver client work to help you profit from every client demand. Our agenda for today is going to include going over our recently released features. So everything that was released, in the past three months, and it was a busy road map. I'm sure you caught lots of our updates, but we're just going to go one by one and remind you of all the amazing things that were released last quarter. And then we are going to pull back the curtain and talk about our coming soon features. So what you can expect, over the next quarter and beyond, we do have a couple early access programs as well. So if you want to, get in the future early and try things out before, the full rollout, there's opportunities to be involved. I'll then be ending with a couple, pieces of company level news with the and more section. And then everyone's favorite, we will have q and a at the end of the event. We'll save about fifteen to ten minutes, to answer some questions live. And, really, your participation today makes all of the difference. We look at all of the q and a here. So even if we don't answer your question live or answer the question in the q and a as the event is ongoing, Fear not. We actually download all of the q and a. We analyze, what you guys are saying, what you guys are wanting, and this really does truly influence our product road map. We definitely wanna keep you, our customers, at the heart of what we are developing and what we are solving, through all of our features. So please, please, please don't be shy. Use the q and a. We have product managers to help answer questions live. And then as I said at the end, we will take some time as well. Use the chat to let me know and let us know where you're calling in from or just leave a comment and then everyone's favorite. Use those emojis to show us how you feel about some of these features and hopefully positive feelings towards, things that are coming out. And as you saw, we do have a very global audience. So if this is a tough time for you, you're coming in late, you have to leave early, don't sweat it. We are recording this session, and it will be emailed to all of you in the next couple days, and it will be on our website as well. So there's many ways to get your hands on today's recording and all the good information, we will be sharing. And without further ado, I will pass it off to Jane to talk about what's been released from her side. Perfect. Thank you, Janelle. Alrighty. So to kick us off, the first thing that we released since we last spoke, I like to think this of this as a a real quality of life improvement to the product. So we've been hearing for a little while with the nature of how people are using teamwork dot com. You know, you often have tasks that might be the deliverable, and then you have subtasks or dependencies that account for the actual actionable work that you're trying to get done to deliver something for your client. And one of the things that we heard, you know, it's very common that things can change, timelines shift, and there wasn't always security or kind of a sense of confidence that the subtasks or dependent tasks wouldn't fall on a weekend. So what we've done is we've introduced a site level exclude weekends feature into the product. What this is going to do is it's going to disable Saturdays and Sundays in teamwork dot com so you're never going to fall into that trap of accidentally scheduling work on a weekend, coming in on a Monday, and thinking, sugar, I'm a day behind because nobody was here on Saturday to complete this task. It also would really help with reducing the manual work when you're actually planning out those subtasks and dependencies. You don't have to think about it anymore. You know what's going to fall on the next working day. So a really nice quality of life improvement that's out in the wild already. So like I said, you can find this in your site settings in the general area. Next up, we have my calendar. So this is one that's very near and dear to my heart. I'm sure a lot of you have been realizing the value of my calendar already and leveraging it. We've had some really positive feedback on the feature. We have some very exciting customer stories as well coming very soon. So we know that planning your work can be a bit of a pain. So what we wanted to do with my calendar was really give you a way to view everything that you have on your plate in any given day or week. We know that when you're looking at how to plan your day, you're not just considering your tasks in teamwork dot com. You have your daily stand ups. You have your retros. You have your client calls. So we really wanted to give you an accurate reflection of how much work you have for the day and how much billable time you have available in between those meetings to actually execute on that work. So with the my calendar view, you can view all of your tasks in one place alongside your meetings. We have a beautiful task planner where you can drag and drop your tasks into the calendar view, create time blocks so you can really effectively plan out your day. We currently have a Google integration in there. We have iCalendar, and I saw Heather teed me up very well for an Outlook, integration that's coming soon as well. So that is in the works. So, definitely, Heather, Outlook is on the way. So if you haven't checked this out, I highly recommend it, particularly for maybe some of your individual contributors. This is really a powerful feature that takes away a lot of the noise and allows you to focus on what it is that you need to do. So that is my calendar. Next up, we have HubSpot. So I'm sure a lot of you will be aware that we've had a HubSpot app for quite a while. We've been working on releasing an updated and new HubSpot app. So what you're able to do with this is you can link your HubSpot tickets, companies, contacts. It's not just limited to deals. There's a lot more functionality with the app. You can use the cards to create and link projects, tasks, and, time logs with your HubSpot CRM cards. We've also removed the dependency on Chrome extensions, so, it's far more performant. There's a lot less dependencies on kind of some of the peripheral things that would have been there previously, and essentially allows you to consolidate everything into one single app. So we definitely recommend, if you're one of the legacy app users, for for you to go in and check this out, move into the new. A lot of extra value to be gleaned there. So this is also already released, getting some really positive feedback, really positive trends in people moving into the new app. So, definitely make the move and and pop into the new HubSpot app. Next up is Chrome extension. And I actually think this is a real unsung hero feature that we have in Teamwork. So the Chrome extension, we've had this for a while, but there's been work done on uplifting the UX and UI of it and kind of overhauling and maybe refining the functionality a little bit more. So with the Chrome extension, what what kind of value can you can get from this and the the real power behind it is that regardless of where you are, regardless of where you're working, you can come in and complete the most common and frequent actions that we see done in teamwork dot com. So say, for example, you're a designer, you're spending your time in Figma, we want you to be able to log your time from Figma. You don't need to jump back into Teamwork. You can very easily, with the Chrome extension, start your timer or manually log your time from within Figma. Similarly, you're a developer, you're spending time in GitHub, there's no need to swap back into Teamwork to log your time against a task. You're also able to create new projects and new tasks on the fly. So, really, we want to kind of meet you where you are and where you're doing your work, reduce that context switching as much as possible, and allow you to really seamlessly log your time, create those tasks and projects so that everything is flowing back into Teamwork with as minimal effort as possible. So if you haven't looked at the Chrome extension, like I said, I think it's a real unsung hero. We get some fantastic feedback and usage on it, but I I reckon there's a lot of people on this call that maybe haven't checked it out, so I would definitely encourage it. Next up, we have an update from our beloved Teamwork desk. So there was an update released, around a one touch inbox connection. So what this is doing is it's removing an awful lot of the noise when you're going in and creating inboxes in Teamwork Desk. We've streamlined it a huge amount. There's no more verifying domains, you know, complex forwarding setups. It's an awful lot more streamlined, a couple of clicks in your setup. You also have the ability to import emails from the last thirty days, which I think is a really lovely consideration by the desk team and a lovely way to get you up and running more quickly. So there's gonna be no downtime, no figuring out, do I manage my emails, you know, somewhere else or in Teamwork desk. You can import the last thirty days so you can get up and running really quickly. We have the Outlook integration live already, and Gmail is in the works and is coming very soon. So if you haven't checked that out, definitely do. And I believe I'm handing over to my partner in crime, Steven. Thanks, Shane. So Big Sleep Budgets are another one of the the very many goodies we've released in the last three months or so. We can already see from the adoption, numbers, it's a pretty, astounding uptake. So we hope that those of you that are using it are really enjoying it. But what are they in a nutshell? So, fixie budgets will allow you to set a a budget amount, which, of course, is fixed and as agreed with your own client regardless of the amount of hours logged against that particular body of work. As part of that, we've also introduced a few new elements that that we're experimenting with on fixed fee that we'd roll out to the other budget types as well. The first being an enhanced repeat functionality for those of you who do have, repeat intervals on fixed fees. This will mean that we'll generate all future repeats at the moment of the parent budget creation. So if you have a fixed fee that repeats every month for twelve months, we'll actually create all of those future budgets, at the same time to allow you to plan more effectively for the future. So, it's the first step into into an enhanced repeat functionality as introduced with fixed fee. We've also introduced the ability to track your target, set them and track them against fixed fee. So this will allow you to set a profit margin target, an actual, dollar amount in terms of the profit itself and the same for costs and make sure you're actually staying, exactly where you need to be at the right time throughout that duration. So quite a number of new elements here, not just the fixed fee by itself, and and we have some more future plans that, we can talk about in the future webinar, but it's the start of something quite special. So, we hope you're enjoying it. Retroactive cost rates. Actually, this is a pretty recent one. It was just released yesterday afternoon. This will now allow you to set and correct cost rates for all of your, staff in the past. All you need to do is go to the people page, and open up this new dialogue you're seeing here and correct anything that may have gotten a little bit out of sync in the past. Maybe you've forgotten to update, cost rates at the exact right moment. We don't no longer want to punish you for that. You no longer have to create a teamwork, request to get it resolved. You can actually self solve, and correct that for for yourself and for the effective projects moving forward. Cool. So onto some, pretty significant changes to my time sheet. I'll start with the first being, what we're now calling sheet view. This is probably the the more familiar view for most of you. And what we've done here may feel subtle, but I think it's quite significant in terms of its behavior. Essentially, we're handing over control to each individual to make sure they're seeing the exact level of content they need to see to get their time in, as accurately as possible. So that means now is, say in the past, you used to be able to, only see tasks assigned to you that often led to a very cluttered, list of items on a time sheet. Quite a long cumbersome time sheet, depending on the dates that were applied for that particular range. We now give the flexibility for a user to only see what they actually purposefully select or, regress to what we had before, which is all tasks assigned to them. So we're giving more flexibility, more control to make sure it's not as cumbersome as it used to be. And we're also giving the convenience to copy projects and tasks from the previous week just to make sure the manual effort required as you move from, from week to week is is far reduced and you spend less time logging time. The next evolution again again is is a a brand new thing. Hopefully, a lot of you had a chance to play around with it as well. But this is, representing your time sheet in calendar form, which a lot of people actually prefer to do. So they want to look at their working hours on a calendar and fill that in as their log in time, in a much more intuitive way, I think, a lot of users feel. So it'll also allow you, in this kind of more visual representation, to better understand the ratio of billable time, non billable time, and bills time, especially important if you're going back and and reviewing, past weeks. We're also allowing you to easily drag and drop items from our new task planner directly onto the calendar, so it feels far more, intuitive and, less of a search exercise. It's more of a see and drag. And we're also giving the flexibility here to look at that calendar view in a week view or a day view. That's your preference. Cool. So, we also have revived, a Xero integration from the past. This allows you to connect your Teamwork account to a Xero account if you've got one and, build an invoice in Teamwork and export it, connect it to your client in Xero, and have all of those line items and those invoice details pass across from platform to platform. We do have some future plans for where this where this is going in a more advanced sense, but for now, there's quite a lot of value here to unpick. So if this applies to you, I'd advise, definitely trying it out. And we've also, finally got to releasing task list budgets for retainers. I know this has been a big ask from a lot of you for a long time. Tacitus budgets, of course, are available for the other budget types, but were limited, to those not available for retainers until very, very recently. This This allows you to now, split up, the budget amount within a specific retainer period, but also has the advantage of being carryover aware. So if you actually are adding underspend from one period to another or subtracting overspend from one period to another, task list budgets inside of retainers will acknowledge that and make sure you don't actually end up with a false outcome when you're splitting up that budget. Good. So we've also, introduced formula fields, inside of custom reports with custom fields. So So this allow you to do is, on a custom report, for the custom fields you've created, actually start to, bring in formulas and calculate some other data based on the information inside of that. So, custom calculations tailored specific business needs when that be possible, enhance reporting by combining and transforming the, existing data in there and applying formulas to numerical custom fields would also be possible. This is the first step. We'll touch a little bit on the coming soon step, in the in the latter part of the presentation, but this is the first step of of a few steps in this space to give you more control on, your reports. We've also, introduced the very first version of roles. Again, this will be a multifaceted, consistently improving piece of of teamwork throughout the the rest of this year. But what's there now? Is the ability to create roles that match your company structure. So you can create, the structure exactly as it exists today, and we're not gonna force anything that's that's too, restrictive on you. You decide exactly what you want. Once that's done, you can assign and manage roles in a centralized view. And, also, the effect of having created those roles is you can now filter by those, those roles in the planning overview, the scheduler, and the workload planner. I would say this is the setup phase, and there are some, very obvious pockets of value here now, but the the real goodies are to come in the next quarter or so. So, I would say get invested now. Start creating your roles. Start assigning, people to those roles because there there's a ton of, quite special elements to to follow in the next few months. So for the enhancements, we've introduced for the planning overview. So, primarily, we've had some additional grouping options and columns added, so you can better sort your data and gain more insights, in one place. Primarily, it's the project group that we brought in here now. So it's kinda that zoomed out level to allow you to look outside of the user and get a more complete picture of how that affects the project, as well as when you are looking at the user group, the ability to add a new column to see the remaining capacities and make sure there's nothing left on the table. Yeah. And back to Jane. Perfect. Thank you, Steven. Alrighty. Coming soon. So before we kick off into some of the individual features that we're gonna be working on, of course, we have our early access group. So you'll hear a little bit more about each of these as we go through the next segment of the webinar. But we will pop in a link to a form where you can, submit interest in early access groups. So keep an eye on that form as we're going through the next couple of slides. Okay. So improved task details panel. This is one that may be familiar to some people on the call. We've kind of started a roll out on this. You can see the status is kinda live, kinda coming soon, because we have started a a slow release with this one. So we spoke about this, I think briefly in a previous session. What we're looking to do with the improved task details, views within Teamwork is to make it easier for you to kind of identify the important elements of the task and to make you an awful lot more efficient when interacting with the task as well. So some of the really lovely benefits with this panel is that everything is now in line. Everything's clickable in line at fewer clicks, which, you know, every couple of clicks add up, so it's gonna save you time in the the long term. We want to have the most meaningful information at your fingertips as well. So the way that we've laid out the panel is a beautiful header region where you have all your quick actions. You're able to get a really streamlined view of all of the information within a task, And this is going to be rolled out across the entire product. So you're going to have absolute consistency in viewing that task details panel regardless of where you are in the product. It's one that I'm very excited about. Like I said, we've started the rollout with this one, so there may be a few lucky people on the call that haven't already. If you're not part of that initial release, don't worry. This is going to be coming very soon as well. Carrying on the task details thread, we have another update coming to the full task details page. So this is a, for a lot of people, really, the bread and butter of what teamwork dot com is. It's where a lot of people spend their time, whether you're a manager going in and trying to get updates on where the progress of a task is currently at, whether you're an individual contributor that's actually, working on the task and working through maybe a number of different subtasks, trying to get insight into what it is that you're being asked to do for the client. This is a an integral page for Teamwork. And what we've wanted to do with this, similar to the panel, put a lot of the information that we know that you need, most and most quickly in kind of your immediate eye line within the view. So one of my favorite benefits of this panel, and we've actually been using this internally here at teamwork dot com ourselves, is that beautiful dedicated common side panel. So I've often heard that people find it a little bit tricky to respond to different comments because you have to maybe scroll to the bottom of the page. You don't have the context of the task in your eye line while you're responding to comments. So by putting the comments to the right hand side of the view, you get that full context of the task while you're collaborating with your colleagues. We're also going to be introducing an activity panel, so you're going to be able to see a full feed of the history of the task. This is a lovely one for maybe some of the managers on the call. Again, seeing the full context of the task and having a lovely activity panel to the right hand side. Still have all your quick actions. You can still all get all of that information about who created the task, when it was created. You can see up the top right of the little screenshot there. There's a lovely, kind of a a a tooltip that pops out when you hover over the created by with all of the task information. Another really nice, addition to this view is that let's say you open this view through email. So this is one of the primary flows that we see when people reach this page. You're opening an email, and it brings you into Teamwork. From this view, you can use the little x at the top right of the screenshot here to close down that task details panel, and you're gonna be landed straight into the default task view for that project, whether it's list view, table view. Again, really giving you kind of a more contextual footing when you're landing into the product through this page. I could talk all day about this, so I won't, but there's some really lovely improvements, navigation, all that good stuff, the breadcrumbs at the top. We'll be sending out a little bit of information before this being released. You'll see a a banner in the product, so that'll link it to a lovely blog post that'll give you all the information. This is one, if you can't tell, that I'm also very excited about. So keep an eye out for the full task details page update. Task mapping on forms. This, again, kinda live, kinda coming soon. We're mid release at this one, and there's been such a positive reaction to this update. So this is something that we've been hearing since we released the forms feature a couple of years ago. Being able to capture that information via a form is incredibly powerful, but we were hearing that there was still a little bit of manual intervention whereby you had to review the content of the form submission and then map that into the task. So, for example, if you have a deadline field within the form, you want the client to fill out when this is due, that just kind of lived in the task description. But with the new task mapping feature, you can actually map form fields to task fields. So if you have a date field in your form, you can map that directly to the task due date. So, again, it's gonna take away an awful lot of that kind of time consuming manual, you know, kind of manipulation of the tasks that are created via form. It's all gonna be an awful lot more seamless. It also is to the last point here, which I think is incredibly important as well, it reduces that potential kind of risk of, errors or, you know, the the incorrect information being pulled from the form submission. So a really powerful feature. Like I said, it's kind of released to a certain portion of customers. We'll be releasing it to the full scale plan, very soon. So if you haven't checked that out, definitely give it a look. New boards and workflows. So this is an incredibly powerful feature. So as you all know, we're rolling out our new list view. That's something that we've been working on for quite a while. Far more streamlined UI, really lovely interactions with the the tasks within list. Board is built essentially using the same engine, using all of the same components. So you're getting a really kind of enhanced streamlined experience of your boards being able to edit information in line. Again, you'll see there's a bit of a theme of efficiency with a lot of things we're talking about here, reducing clicks, letting you get your job done as quickly as possible, and reducing as much friction as we can. So with the new Boards UI, you're going to have all of that lovely interaction updates. But we're also releasing, a workflows feature as well, whereby you can create a consistent workflow within Teamwork. You can create it at a site level. So a good example of this is we have a design team. We know that their tasks follow the same number of steps every time they're working on a project for a customer. Right now in Teamwork, you have to go in and create those, stages within every individual project. So with workflows, you'll be able to create that at a site level, and you'll be able to apply those workflows down into your projects. So, again, reducing a lot of that manual and repetitive work, create it in one place, and apply it down to projects. The other benefit of that is that you're going to have kind of the roll up of that information. So if you have your design workflow used across, you know, ten, twelve different projects within the everything boards area, which you can see in the screenshot here. You're going to be able to view that design workflow and see all of the tasks across all projects that are going through that workflow. So we know that, you know, work doesn't live directly within a project when you're having your team huddles or you're wanting to catch up on the status of your team's work, you need to see the progress of work across all of the projects for all of your clients. So workflows is going to enable that as well. So we have, kind of a an early release coming in a couple of weeks for that, and then it will be released more broadly thereafter. So another incredibly powerful and exciting one. Next up, we have Salesforce. So this is something that we have been, researching for the last couple of weeks, and we're getting to the point that we're gonna be starting starting development and looking to get something released on this as quickly as possible. So we know that a lot of the workflows around managing client work, it doesn't start when, you know, the the project has begun and you have all your tasks built out. There's a a a stage before that where your team is, you know, working with prospects, trying to close the deals, and you need to understand that when a deal closes, you need the the project to be created in teamwork. So that's what we're looking to do with Salesforce. We're looking to combine those workflows that you have within your Salesforce environment into teamwork dot com. So, really, it's gonna all be about streamlining the project setup process, going from Salesforce into teamwork dot com. Again, efficiency, reducing that manual work, letting our integration do the heavy lifting so that you're focusing on delivering that client work, winning those clients, delivering the work for them. So that Salesforce integration is going to be coming very soon as well. The team are working away on that at the moment, so another very exciting update. I think this is the last one for myself before we hand over to Steven. So desk tickets and client viewing projects. This is one that I'm also incredibly excited about. So right now with Teamwork Desk, incredibly powerful product being able to manage those client communications within a shared inbox. But something that we've been hearing a lot is that people that use Teamwork Desk and teamwork dot com, in parallel, it's it's a really well rounded workflow. But the one thing that we've been hearing is that people want them a little bit more tightly integrated. So what we're doing is introducing a tickets area, both within a project and within the client view. So while you're in working on your project, you're going to be able to really easily jump in and see all of the communication with your clients. Reduces an awful lot of that context switching, more focus on delivering your client work, and it really allows teamwork dot com to become the single source of truth for all of that information, all of that client communication, getting a really holistic view of how you're interacting with that client and how the projects are progressing for them. So another really lovely update coming out of the Teamwork desk side. And I'll hand over to Steven. Thanks, Jane. So on to, the client's view of of budgets. I know this is also something that's been, heavily requested. The ability to zoom out from the project and see how I'm doing at a at a client level, for all of the active budgets I have assigned to the projects, attached to that particular client. This is kind of our first step to make sure we're serving that top level information and to ensure it's useful. But once it goes live, we'd love to get as much feedback on it as client level, rather than just the project level, which is the restriction in the past. But this brings that top that that clear top level client budget summary. We've also made sure that it's distinct in terms of its separation. So if I have a certain amount of financial budgets attached to that particular client, you'll get that in a specific column. And and the same is true for if I have a a certain amount of time based budget so you can actually see at a high level, how both, budget types may be may be doing for a particular client. Of course, we're not removing the capability to zoom in to a specific project and get more intel on that. We're actually just adding the extra top layer, to allow you to have that zoomed out to you like I mentioned. I touched on, formal fields, in the recently released part of the presentation, but our plan, in the upcoming, months is to also, extend them outside of just same behaviors, are pretty much gonna be here to here, but you'll no longer need to have the dependency on them also being a custom field. The standard ones that are there out of the box that you can add to your custom report will now, play ball with, the formulas. Cool. So I touched on roles as well, and I kind of ushered a a little bit of investment time now to make sure you set up roles in your organization and start to assign people to those roles. That was for good reason because we have plenty of enhancements planned for the next few months. First of which is the ability to group by roles in the resource scheduler so that you can allocate task by function first and then by person, just to make sure that I always jump into that final conclusion. If it's a little bit premature, you'll actually be able to say, I need this role on this particular body of work. I'm not quite sure who yet, and that can follow. Because I think I think I saw a good few questions, Maybe a few suggestions come in here for some role enhancements. But, yes, we do have the plan to create role based rates. So you'll actually be able to assign a rate to a specific role. Again, depending on the role structure you decide to employ your business, it can be a specific or nonspecific as you so choose. But now you'll actually be able to assign a rate to a role and make sure that gets applied to all, hours that have been locked. We also allow for the ability to assign and allocate tasks to roles across projects in the buying process and also be servicing role information and the people picker and experience across across the application. So as we step kind of further and further into the advancement of roles, you're gonna see it in more places across the app and generally take more advantage of of where it appears. Cool. So I won't go too much into the detail here, in terms of the exact list of columns we've added to the utilization report. There are lots. I know we'll be sharing sharing around the recording afterwards, so, you'll be able to pick up that detail then. But we have added ten new columns, to make utilization reporting more robust and customizable, all of which can be added to, user level custom reports. That means you can paint unique utilization picture for every team member, set and track utilization target rates to understand team productivity and output, and see connected resourcing information from across the application. So we wanna make sure you're able to see, what your your plan is versus your actual in more and more ways across the utilization report. And we're also in our very first, stage of trying to again, in this kind of spirit of zooming out and allowing you to understand kind of performance at a higher level, we're launching a financial utilization insights, dashboard that allows you to look at how your business is doing as well as how it might do in the future. So getting into the space of, forecasting some elements based on data we have in the platform, in the past. This will be somewhat beta for the first, phase of it. But, again, we'd really welcome insights on it as we start to roll it out and get, your feedback. We want to make sure you you're getting exactly what you need at this zoomed out level, at more of a business health check level. But, essentially, what it is in this first phase is the consolidation of multiple, of the most useful reports into a single dashboard so you're not snapping pieces from across multiple reports and bringing together those key utilization, profitability, revenue, and budgeting information all into that one place. Again, we'll start kind of with our first, stab at what we feel are the best, combination of of, information slices that has been influenced by your feedback already. But, expect this to change over time and get stronger over time as, we get more and more of your feedback and apply it. Cool. So I touched on the release of, Adorment, Xero integration in the first part of the presentation. But now we're kind of in the in the phase of our our billing integrations journey where we're looking at more advanced ways of speaking to those systems. QuickBooks is up first. Of course, we already have a live QuickBooks integration today, but the plan is to make more leaps into the advanced space. But the goal of making sure the information is shared between platforms is more hands off from your perspective. So you connect your accounts, you tell us which projects you want the information to flow, for, and we do everything else in the background as time is logged, as expenses are logged, and with that comes additional structure. So, for those of you of you who are using the QuickBooks integration today, I'm sure it meets some of your needs, but the feedback we've captured so far is that the information structure and the amount of extra kinda data checking and massaging you might have to do on QuickBooks is a little bit too high. This aims to to solve that in large part. So what it means is, you're gonna have a much more hands off approach. Again, like I mentioned, once you connect those accounts, we'll actually stream the data in real time for you. It also delivers that extra structure. There is more nuance to it, but in this next version at a high level, we're gonna be sending over information for log time, the connected user to that time, the billable and the cost rates attached to that, any expenses, the projects at which, that time or expense was connected to, and the clients. The goal here is that you have the ultimate level of structure, of data between the two platforms. So, you can run extra reports in QuickBooks if that's what you want, or just more easy to be able to identify which items you do and don't want on an invoice. And, of course, that all equals that more granular control, on which projects you stream data for. It's not gonna be an all or nothing thing. If you only want to send information for seventy percent of your projects on Teamwork across, you'll have that ability. Yes. So this is kind of joined at the hip a little bit. It has been motivated by our our kinda more advanced, journey into billing integrations, but in and of itself, Expenses v two is gonna be a pretty excellent improvement on what's there today. The screenshot kinda gives away a little bit of what we're actually building at the moment. And I'm hoping that you're recognizing some of your own pains resolved in the screenshot as well, but we'll be reintroducing, data flexibility to expenses, especially important on the budget page, which for those of you who are using it, understand you can only log in expense today. You'll never be able to actually log expenses in the past as well and choose the exact date that's applicable. You'll also be able to change the person to associate with that expense, so it won't always have to be you. If somebody else sent you, an invoice or anything else, and they are the person responsible for incurring the expense, you can associate it with them. You'll also be able to mark the expenses billable or otherwise. So is it just a cost to you, or is it also billable to the client? And if so, how much? And that that brings in the market part of the conversation. Is it fully reimbursable to you, or is it partially, or can you actually make some profit on the expense? All of that will be, within your sphere of control. We're also introducing new structure by, expense categories. Again, if you're using, QuickBooks or Xero or similar, this will be inspired by a lot of the categorization that happens over there to make sure that the integration is quite seamless. So you should see more or less, a good representation of the categories that you'll be looking for. We're also introducing the ability to upload attachments. So, again, if there's a receipt or an invoice that's important to attach to an expense, you can do that here. And, again, if you have an integration, we'll make sure that's passed across in that handshake. And I think more than anything else, it removes today's circumstance of that double entry factor, where if you're adding an expense on the budgets page, it doesn't show itself on the billing page and you need to do the same thing again. So we're harmonizing that, on the Teamwork side to make sure it's only done once and is reflected everywhere. That's it. Perfect. So before we jump on to the next slide, I'm just gonna set the scene a little bit with this one. So I'm sure as you can all tell from everything that we looked at here today, the things that we speak about every quarter on these webinars, teamwork dot com are very focused on our mission to make client service firms more productive and profitable, and we are focused on leveraging AI to help us do that. So we know professional service firms, you rely really heavily on teamwork dot com, make sure that your teams are capturing all their billable time on your client work, and to really understand your profitability and and how you're performing as a business. So by leveraging all the information that we know is already in teamwork dot com, we've built the AI profit pilot. So we can jump on to the next slide. I know this is a bit overwhelming to look at, but I'll I'll break it down for you a little bit. So the AI profit pilot, what we've built this for is to make it easier for managers to get kind of actionable financial and profitability insights via a chat GPT style interface. So within the AI profit pilot, you can query your financial data in very natural language, easy to ask questions, both historic and forecasted, kind of financial performance based questions of your business. It's also going to suggest and prompt kind of insights based on key financial KPIs, things like utilization and profitability. So it's a really exciting, incredibly powerful example, I think, of how we can leverage AI, to help you be more profitable and to identify really actionable insights within teamwork dot com based on all of the information and all of data that already exists there. So we are starting kind of smaller with this one. We want to release this to kind of a small number of customers. So this is one of the items in that early access list. So if you're liking the vibe of what you're seeing here, being able to ask teamwork dot quest teamwork dot com questions about your your data that you have in there, how things are performing, things like, you know, what's my most profitable project by owner, by project type, tell me my, you know, most profitable projects over the last three months, really getting that in-depth insight and asking of the product what you want to know rather than you having to go in and find it yourself. I do want to also take this opportunity, if I can, though, to hear where else you think that teamwork dot com could be leveraging AI and where that AI road map should be headed. So with that, I might ask everybody using the chat just to let us know what would be the most valuable use case for you if we're when we as we continue to further invest in AI and Teamwork dot com. Is it within the resource management side of things? Is it reporting? Is it kind of general summarization of data? Are you looking for, you know, an agent to automate your tasks within Teamwork? If you can use the chat to tell us what you reckon that really high value change my life use case could be with a I in teamwork dot com. Alrighty. And with that, I will hand back over to Janelle, I believe. Yeah. Sounds good. Didn't know we had homework for, for our attendees today. But, yeah, use that chat. Let us know what you think about AI. And I'll also be dropping some resources in the chat over the next couple minutes before we round off with our q and a. So the first exciting update from my end is that teamwork dot com has launched our inaugural community. This right now is a LinkedIn group, and we want you to be a founding member of our community. We just launched community, about one or two weeks ago, and it's a place to connect with other Teamwork user, teamwork dot com users, share your experience. Us at Teamwork will be dripping content, product updates, exclusive events, tips, best practices, video walkthroughs, and it is a gateway to provide feedback directly to our product team and the amazing product managers that you've been hearing from today. So, it's a really exciting space. We're just kicking off our community. Use that, QR code on the screen if you'd like, to join our community, and I will also pop in the, LinkedIn group URL in the, in the chat if you'd like to join, our LinkedIn community, the first of its kind. And we also, of course, want to give a shout out to Nicole who has, you know, founded the ever present, teamwork dot com user group. So hers is a Slack community, a little different than ours. Maybe in the future, Nicole, we can partner up on events or content, But there's more ways than one to get involved than just hear live from, fellow teamwork dot com users about features or problems or how they influence certain things. So, just wanna give a healthy shout out to Nicole and thank her for all the work in the teamwork dot com user group. And if you would like to join her Slack group, I will also pop the link in the chat. Next up, we do have two other events, two webinars more specifically happening next week. So, Andrew Parks, who actually founded our teamwork dot com community, that LinkedIn group. He's a total expert in all things teamwork, agency, professional services industry, and he has two webinars next week, how to set up Teamworks for success. So maybe if you're a newer account with us and newer customer and you just need some foundations, that would be a great, event for you. And then the very next day, he also has a webinar of how to simplify your daily work with teamwork. As you saw through a lot of Jane's updates, we are making just the lighter improvements across the board. So you don't wanna miss any of those, and you can talk to Andrew and the community there about how to basically set these up or uncover some of those things to help, simplify your daily work. So I'm going to pop those webinar, registrations, both of them in the chat right now, and feel free to join us, next week if you'd like. Last thing for me before we get to the q and a oopsies. I'm sorry. I clicked the link. Is that, we are also on the ground at a live event in person at HubSpot, inbound in, September in Boston. So, we have a booth. Come visit us. Come say hi. And we also have three speaking opportunities. So you can hear from our CEO and cofounder, Peter, Tuesday afternoon. You can hear from our head of marketing, Lubna, Wednesday afternoon, and you can also hear from Beau, who's our VP of worldwide sales and customer success, Thursday afternoon. So we have one every day of the afternoon. So come say hi as I mentioned. And if you wanna catch one of our speaking opportunities, there's, one every afternoon for you to join in the fun. Okay. And let's transition now to, our q and a. So I'll get Jane and Steven to come back on screen here, and we can, kick off the last ten or so minutes here with some questions. So I will, I'll start with you, Jane. Mhmm. Let's start with, list view and table view. Will these two views start to behave more consistently? Currently, there seems to be some different behavior between the two of them. That's a very good question. I'm very pleased to say that the answer is yes. So that is something that we're working on internally is the table view. As we spoke about, there's a huge degree of, emphasis being put on consistency and efficiency within the product. So with our beautiful new board view, our beautiful new list view, the task details panel, they're all using the same interactions. Everything is going to be, really consistent regardless of where you are in the product, to do those key jobs, and table view is absolutely gonna be a part of that as well. So we're working away in the background, on the table view, aligning it with list view, task details, board view, so that you will have that consistent experience across the product. So the answer is for sure, yes. That's something that we're working on at the moment. Awesome. See some emoji support there. And in terms of the new list view Mhmm. When, if are we will we take away that option option to have the new list view and make that the standard moving forward? So it's not an option, but it's just kind of the default. Great question. Very glad that question was asked. So we have been doing an awful lot of work on the new list view. We've had really, really good feedback. We've had some fantastic kind of adoption of it as well. People that have moved into the new list view haven't moved back to the old for the most part. They're really enjoying using it. So we're going to be looking at retiring the old list towards the end of q three at this point is our timeline. There's There's still a couple of things that we need to tie off, things like carrying over saved filters, for example, from the old list until the the new list. Few tweaks here and there that we're still working away on. But if there is anybody on this call that hasn't gone in and made the switch to the new list view, I would definitely encourage it and recommend it. It may feel like there's a very steep learning curve, but there really isn't. A lot of the feedback that we've gotten from people is that there isn't. You can get in and and, you know, get up to speed with it very, very quickly, and there is a huge amount of efficiency wins in there. You can get your work done an awful lot more quickly in the new list view. So if you haven't made the switch, for sure make the switch, but we'll be looking to retire the old list view, towards the end of q three. Cool. Good to know a bit of that time horizon there. Okay, Steven. Let's, ask you a couple questions. And no surprise here, our group today, is very eager about roles. I think it can just domino effect to, obviously, so many connected places across the application. So there's a big appetite to make sure it can be as robust and customizable, I guess, as possible. And on that Mhmm. Some people are asking, I'm gonna want to punch here. Can a person be assigned more to more, to more than one role? And secondly, well, let's just start let's start with that one. Yeah. So, in today's circumstance, it's a one to one match, but we have been having some pretty heavy conversations about a one to many setup that seems to line up most of of, the requirements we've captured so far. That's particularly important, I think, once we do scale to, rates in particular, we wanna make sure that the role based rates that are attached, to a particular individual, depending on the piece of work they do, I calculate it correctly to make sure you don't have to, overly review and manipulate data when it comes to invoicing level. We wanna make sure it's already there, packaged up, and as accurate as possible. So the answer is not possible today, but in the very near future, that is definitely the path we're walking. Yep. When you talk about, rates, Steven, I understand the intricacies there. Mhmm. Have we ever explored, task list based rates? Not task based rates specifically, but we have been having lots of conversations about just how granular a control, we wanna provide for rates. Again, the the main thing is that we don't want anybody to have to overly manipulate line items on an invoice further down the track. We wanna make sure that by the time it it arrives there, it's pretty much exactly as it should be. So, I think roles gets us a decent way there, especially if it's a one to many, connection. But once that's done, we'll also be exploring where else and how how how much further we need to go down that particular track and how much more granular, of a feature it could be again to make sure that that, you have to do less and Teamwork is doing more. Great. Jane, let's jump, back to a couple questions for you. And, yeah, no surprise, the calendar is also, a hot topic. So, let's start with are there any plans to extend the calendar feature to be shared or also used by others to plan the day for others on behalf of others? Pretty good question. That is one of the things that we have been seeing in feedback since we released the my calendar view. People are getting a huge amount of value from being able to go in and kind of have that focus view to plan my day. But we are getting a lot of requests from maybe manager type, personas that want to go in and understand my user's capacity for the day and what tasks do they have on their plate. And, am I able to assign this task to to, an individual? But I I don't know if I can because I can't see if they have meetings or if they have PTO or you know, there's all these variables when it comes to a user's availability to take on work. So it's absolutely something that we're looking into. Whether it could be in the my calendar view or not, I would say, remains to be seen. There's, you know, a number of other area of the products, things like the workflow planner, where it would make sense to be able to get that level of granularity into a person's availability, to get that level of granularity into the tasks that they have, but also their availability around their meetings or they are at the dentist for the afternoon so that they are unavailable for three hours, that kind of insight. So that's most definitely something that we are looking into. I'm looking that for something to to add to the product as well. Yeah. I'm seeing Thomas. Thomas is quite passionate about being able to do that, and I think yeah. To Jane's point, it does it does make sense for some use cases there. Steven, let's ask a question about, expenses. Obviously, really important just to make sure your records are all straight with, the new and enhanced expenses option. Have we explored or thought about the ability to to log any expenses via, like, a mobile mobile app that is not necessarily the Teamwork mobile app, but an app that you would, like, traditionally track and file expenses through so that ports its way neatly into our expenses? Not explicitly for the v two release. I think v two is more so focused on providing that extra level of structure, and and data. Once that's there, though, we will be looking at more sensible ways to allow those items to be collected. We know very often, invoices are captured on the road, especially if it's travel related expense. You may not be in the office for a week or a number of weeks, and you don't wanna have to wait till you get back to actually consolidate everything. So, not for v two, but I think once the structure is there, we'll be looking at future ways to make, the process much easier and less cumbersome. Once you have a a decent foundation to build off, I guess. Great. Another one for Jane. Let's talk back about the calendar view. Are there plans for featuring a project only calendar view that's not, the milestones view? Good question. So, yes, I'd say would be the the long and short of it. So we have the calendar view in the my work area, but we know that when it comes to managing projects that, you know, we obviously have our list view, we have our board view, we have our table view, that there is a desire to have that kind of thirty box view, of work within a project. So it's absolutely something that's on our radar. It's not something that's gonna be coming in q three, to be entirely candid, but it is something that we are looking at and exploring. That concept of being able to view the task information that you have in a project in a layout or review that makes sense to you, is something that we are looking to invest further in. So like I said, the long and short of it is yes, but it likely will be in q three. I think we have time for, one more question, and we'll stay on the calendar theme. Obviously, lots of, interest in getting Outlook hooked up with, our Teamwork calendar. So is there an add in where you can integrate with Outlook and then, basically, when work gets booked in, it automatically can integrate to the Outlook calendar? Is that kind of what we're expecting, with the potential of of looping in Outlook here? Good question. So with the Outlook integration that we're working on, that will be to pull in your, Outlook calendar events into the my calendar view. So we'll be matching what we currently have with Google where you can view your day, including your your Outlook calendar events. Now that being said, to the point of being able to export, some of the my calendar information out to something like Outlook or Google, we actually have the ability to export, the time block within Teamwork via an iCal feed to an external calendar. So we'll imagine a scenario where a user is planning out their day. They've, you know, time blocked two or three hours in the morning to work on a couple of tasks, and they've kind of chunked that time, they don't want it to be, you know, taken over by another meeting, they want it to be represented in in in their external calendar, you can do that using the time block iCal feed. So within the calendar view, there's a little options, three dots options to the top right, and you can get that time block feed and, bring it into your external calendar using it. Well, yeah, that's a great solution for right now. And, yeah, with that, that brings us right to the hour. So we're gonna wrap up our webinar now, but big thank you to Jane and Steven for being our wonderful presenters and everyone in the back end from teamwork dot com that was helping to answer questions. And lastly, thanks to our audience and our active participation from all of you today. It's great to feel connected and and get this time together. So, thanks so much for coming again. Enjoy the rest of your summer, and you will be hearing from us very soon.