Transcript for the video 'Teamwork Quarterly Product Roadmap: Q4 - 2024 - Nov 6, 2024 [to use]':

Hello, everyone, and welcome to teamwork dot com's twenty twenty four q four product road map webinar. Thanks so much for joining us today. I can't believe this is the end of, you know, our last product road map webinar for the year, as we're in q four now and Christmas holidays or holidays are are fast approaching for many of us. So thanks thanks so much for joining us today. Just so that, you know, I can hear all of you guys and communicate with you, and you can hear and see me, correctly, let me know in the Zoom chat where you're calling in from today. It's always nice to see our global, audience today. So if you're comfortable, pop in Zoom chat where you're calling in from today. I'm, just outside of Toronto in Canada, and Jane and Steven, who are our other speakers today, are on the other side of the pond in EU. So let me know where you are, calling in from. Toronto. Hello, Jess. Nice to have you here. South Colorado, California, and Dallas, Ireland, and England. So some folks on either side of the pond. Thanks so much for joining. Wisconsin, Texas, St. Catharines. Nice to see you, Dave. Just a couple hours away. From me, we have folks coming in from Switzerland, from Florida. Oh, someone from Dublin, Ireland. Quebec. Nice to have you here, Carol. We have people calling in from Virginia, from Georgia, from New Jersey. Let us know in the Zoom chat as you're coming in where you're calling in from today. Thanks so much again, everyone, for joining us for our last iteration of our product roadmap webinar. Really looking forward to spending an hour of our time today, talking through all of our releases and what's to come. So we'll just give it a couple more minutes here. So as I mentioned, let us know where you're calling in from, today in the Zoom chat. We have folks calling in from New York City, from Greece, from London, UK, not the London near, me up here near Toronto. We have folks calling in from Detroit, from Virginia. Hello from Portugal. Manitoba, nice to see you, Julie. Nashville, Tennessee, Connecticut, Montreal, nice to see you, Frederick. Georgia, Wisconsin, Brazil. As you can see, we have lots of folks still trickling in here. So just probably give it one or two more minutes, just so we have a a full house for our final, q four road map webinar of the year. So thanks again everyone for jumping in. If you're still trickling in, let us know in the Zoom chat where you're calling in from today. We have folks calling in from Texas. We have folks calling in from Charlotte, from Dorset, Markham in Toronto. Nice to see you, George. I'm in Kitchener, Waterloo myself, so close by. Germany, Florida, great to have you all here today. Michigan, thanks so much for joining us today. And I think, yeah, with without further ado, we can, hop on and just start with some introductions. So as I mentioned, my name is Janelle, and I'm the product marketing manager here at teamwork dot com. I'll be the host for our session today. And I am joined by Jane and Steven, and I'll pass them off to introduce themselves. Hello, everybody, and hello again if this isn't your first webinar. Great to see you all. Thank you for taking the time, to spend an hour with us today, take you through some of the things we've been working on and some of the things that you'll see towards the end of this year and into the beginning of next year as well. So looking forward to taking you through everything that's been going on at Teamwork. Hey, everyone. Pretty much what Jane said. I wanna try and cover, a lot of the exciting stuff we've been doing in planning, reporting, time, and revenue throughout the course of this session. So plenty to look forward to this side of Christmas and beyond. Thanks. Great. Thank you both. And, really, like, like Jane said, if this is your first webinar here, if this is, you know, your tenth webinar here, we always start with our mission. This is really the heartbeat of what we do at teamwork dot com. It's our North Star, and our mission is to make anyone that delivers client work, efficient, organized, profitable, and happy. Our background, begin began with two agency owners, so, we definitely resonate with the pains of the of the agency space. However, we've expanded to, kind of encompass anyone that delivers professional service or, delivers client work. And, really, teamwork dot com stands out in our minds and hopefully in your minds because we do have that powerful project management. Everyone probably has seen, you know, the table stakes, tasks, task lists, projects, views, all of that good stuff. That's the bread and butter of teamwork dot com, and it's really, really powerful and robust. But then we also mix in those streamlined operations that uniquely tie to those that deliver client work, as Steven said, with time tracking, resource management, financial and profitability management. And so, you know, we're uniquely situated, to combine, like I said, that project management with those streamlined operations to really help you profit from every client demand. Teamwork dot com is here to help support you grow and scale, and, yeah, profit from every client demand. So, hopefully, our features today, help support this mission and will resonate with you, and you can hopefully take them away, and and use them. For our agenda today, we're going to, first cover recently released features. So it's been a busy couple months since we last had one of these webinars. I believe it was in July or August. So, loss has been pushed out. Maybe you've caught some of it. Maybe you need a refresher. So we're gonna go over our recently released features, and then we're also gonna pull back the curtain and talk about what's coming soon. So things that are currently in flight for q four. And then we also are going to look into the future a bit and give a sneak peek of what's to come in twenty twenty five. I'll then end with some, teamwork dot com company news and updates, and then we are saving about ten to fifteen minutes at the end for everyone's favorite, q and a. So we are going to do a live q and a with Jane and Steven at the end as well. And, we actually have, all the other teamwork dot com product managers on the Zoom call as well who could help answer questions, via the q and a in Zoom. So you can have your questions answered and have that conversation, as the event is going on. And then as I mentioned, we'll reserve some for the end of our session today. And don't worry if your question doesn't get answered. We export all of this information. We analyze all of your thoughts, your opinions, your feedback. We look at it all. So, the more the merrier in terms of your participation today. So as I mentioned, feel free to use the q and a to ask your questions. The PMs are are, you know, locked and loaded in the back end ready to help out today. You've all been using the chat. Feel free to let me know where you're coming in from or leave a comment and everyone's favorite emoji support. So use your those emoji reactions to let us know, you know, hopefully, how you love everything that we're talking about today. And, as I as I mentioned every time, we are recording this webinar as well. So if you have to jump early or if you have a team member that can't join today and you wanna share the recording, this is being recorded. And, yeah, it will be sent out via email hopefully by the end of the week. So this is a resource that your teams can use and you can reference back to, since it will be jam packed full of great updates. So thanks again for joining wherever you are in the world. And without further ado, I'll pass it over to Jane to talk about what's recently been released. Perfect. Thank you, Janelle. Alrighty. Let's get straight into it. So the first thing from my side, and we have this as a recently released slash coming soon feature. We're currently in the midst of rolling this out. So if you haven't seen this yet, don't worry. You'll get it very soon. And if you have seen it, can't wait to hear all the feedback and make sure that you keep that feedback coming into us. So we have and have been working on an improved task details panel. So the task details panel is a hugely central part of the product. And the reason that we've decided to give this a bit of an uplift is really based on the mission that Janelle, spoke about, increasing that efficiency and organization of how you view and interact with your tasks. So some of the really lovely features in the new task details panel is around that efficiency piece. So everything is editable in line, fewer clicks, which we all love. We've made sure that the most meaningful information is at your fingertips within the panel. We have a beautiful header region, which has some lovely shortcuts, has all of your time data, and we also have made this an extremely consistent experience as well. So when you get this beautiful new panel, it will be across every view in Teamwork. So regardless of where you are, you're going to be interacting with your task panel in the same way. So a really lovely, UX and consistency improvement with the task details panel. And then on a similar vein, we have a new full task details page as well. And this is kind of a similar stage of rollout, so some of you may have this guy already. And if not, you'll have it very soon. So we have reimagined the full task details page, again, with those same, principles in mind, efficiency, making things more organized, and we've made it again consistent with that task details panel. So it's a more focused view. You have more of the information available at your fingertips, less scrolling down to view the information. My favorite part of the new, full page is the dedicated comments panel. So you can see it in the screenshot here. And we got some feedback when we initially released this that people wanted a little bit more control over the size of that comments panel. So you can now actually drag that comments panel to resize it so you can make it a little bit larger if what you're in viewing the task, for is collaboration and trying to catch up on your comments, you can make it a far more comments focused view, and then you can collapse it back down whenever you need to to get that full context of your task. Another really lovely improvement with this new full page is easy and quick navigation back into your projects when you're in this page. So with the new full task details page, you can use, the little x icon up to the top right of the page or that collapse icon, and it will land you straight back into the project that that task lives in. So, again, it just makes jumping back into your work an awful lot quicker and easier. So if you don't have this already, you'll have it very soon. We're doing another, incremental release tomorrow. So everybody should have this by the end of the month. Next up, we have task mapping on forms. So this is a really lovely efficiency feature as well that we recently released. Forms is a hugely powerful feature. We've always had fantastic feedback on forms. People find them incredibly useful in cutting down a lot of that manual work when it comes to accepting work requests, whether it's internal or directly from clients. But one of the pieces of feedback that we heard is that there was still a little bit of manual work required, and it was a little bit time consuming getting the input from the forms into the correct place in the task. So with this new task mapping, the form responses no longer just need to live in the description. You can actually map the task fields to the form fields. So, for example, if part of your work intake form, you have a drop down that lists all of the services that you offer, you can actually set it up so that based on the answer within the form, you can add a tag, for example. So if, the the request is for SEO work, you can automatically, add an SEO tag to that task. So when that work request comes in, you can use automations, for example, to send that to the right place or just get a little bit more at a glance information in terms of the work requests that are coming in through forms. And, again, it just reduces that potential risk of maybe human error or, you know, incorrectly, interpreting something in the the description or missing something and ultimately enhancing the efficiency. So that is task mapping on forms. Again, if anybody has been using this, we'd love to hear the success stories with it. This is one that has been largely requested for a long time. So hopefully, there's a a lot of you on the call that are already getting the value from this lovely feature. Next up, we have the Salesforce, integration, and this is hot off the press. This is only released, this week. So we have been hearing for some time we have, you know, hugely powerful HubSpot integration, but we had a portion of the user base as well who were Salesforce shops. So, of course, we made the decision to build out a Salesforce integration. So this is the first iteration, the first version of the integration, and the team are still busy working away in the background, improving this even more and ranging out the the integration even more. So this is currently in early access. This is really going to streamline the data flow between Salesforce and Teamwork. It's going to make that process of setting up projects an awful lot easier directly from your ops. And, of course, that context switching, having to jump from one place to the other to get a full insight and to see all of the information, you can let the integration do that heavy lifting for you. So that is Salesforce. Like I said, watch the space. There's some really lovely improvements coming to this as well. Being able to use templates when you're in creating the projects, some really nice improvements that the team are working on. So that is, like I said, hot off the press and just released. Next up, we have tickets in, projects. So for the people on the call that are currently desk users, this was a really nice win in bringing Teamwork and desk a bit closer together. If there's some people on the call that are not Teamwork Dask users, definitely check it out. This is a lovely, reason for you to start integrating Dask into your current workflows and to explore it as a way to manage your client communications. We have a very high volume of Teamwork users that are getting a huge amount of value from desk, to manage those those client comms. So with tickets and projects, it's going to show any tickets associated with tasks or tickets that are associated with projects if they've been manually linked. So, again, you're seeing all of that communication within the project. Nothing is missed. You can house everything in the one place, which we know is quite a common pain point, having to jump around to see, all of the information that you need to get a full picture of how that client relationship is going. You can respond to emails directly from within the project. So, again, less context switching, less tab hopping. And with the ability to manually link, you can link a ticket and the project as well. So you don't even necessarily need to link the ticket to a task. So a really lovely win on the desk and Teamwork integration site. And for those people on the call that are not currently Teamwork desk users, we have made that even easier. So now there's no excuses to not get a check a desk and get up and running. So with the new OneTouch Gmail sync, we have made it an awful lot more straightforward and easier, to sync your shared inbox from Gmail to desk. Really, really simple. Removes all the forwarding setup, that kind of complicated or potentially time consuming setup to get set up with desk. That has all been removed with this one touch sync. And we use the Gmail server as well to send the messages from desk. So, again, really streamlined way to manage your communication and very little, work to get up and running. So if you haven't already checked out Teamwork Desk, definitely do. And I believe I'm handing over to my partner in crime, Steven, for the next one. Okay. Thanks, Jane. So for those of you on scale, we have some exciting updates recently released for clients view, particularly for the budget summary area. That means you've got some new roll ups there that, link to your active budgets attached to each of your clients, giving you a clear top level view of the the the overall client budget in a way that better separates those budget types from financial and time. So it's easier to understand if you've got, mixed budgets, what's happening where and when, but also allows you to be more proactive with it. And by extension, then draw conclusions and track trends based on each of those budget types. And you'll see this kind of be introduced more and more in Teamwork as an ongoing trend of presenting data in a more useful valuable way so you don't have to work so hard to find it. So you can kind of pick your own actions and be proactive at a time that suits you rather than reactive too late. And so this is is one of many places you're gonna see this emerge. So roles, I know this has been, an ongoing request here at Teamwork, and it's, finally been born in recent months, and it's the very start of a long and, pretty exciting journey as well. So right now, we have the concept of roles as the entity, live, allowing you to stay organized and plan your work by the job to be done. That means as of now, if you're not already doing it, regardless of plan, you can start to create roles and, align that with your overall company structure, assign and manage those roles in a single view. So start to attach those roles to the people you have at your business, and then also filter by role, on the planning overview, scheduler, workload planner, and user type reports such as utilization. But like I mentioned, this is just the very beginning of quite a lot of our plans here at Teamwork. The first of which I think is on the next slide. Yeah. So the first of which is grouping by roles. The ability to, group by roles in a resource scheduler to understand if you understand if you actually have the roles and resources required, to fulfill the obligations for each project. That means you can keep planning strategically and ensure that the right people will actually be available for the job first before it's fully committed to, but also need to organize your team by function for convenient and contextual resource forecasting. A little bit of a spoiler for later in the what's to come, but we're also working pretty hard on role based rates. So, there's a pretty active and ongoing plan, and road map of foot for roles in particular and where it's going next. But these are two of the more foundational pieces we've achieved in recent months. Yeah. We've also managed to, make some improvements to formula fields. What that actually means is, you can now use numeric standard fields to create, more advanced custom, formula fields and spin up, better insights for your custom reports. That just means, simply put, there's more options than there was before for you to create the formulas to better suit the insights you're you're trying to gather, and then create more robust reporting possibilities for, your particular requirements at any given time. Again, this will be a growing and ongoing thing, but, this is another step in the right direction. Yeah. This this one probably feels quite trivial. I know it's been a request for for quite a while, but we finally got the ability for you to edit, existing scheduled reports. The previous, setup, I think, meant that you had to delete and recreate it, which is obviously arduous and and problematic. So we managed to make an update, in recent times so you can actually just go and edit that schedule rather than delete and recreate. So primarily extra flexibility and, a time saver more than anything else. So a convenience release here that I'm sure plenty will be happy with. I think we touched on this the last time as well, and while it's still in its infancy, it's already, a pretty valuable, and exciting product release. This is our financial and utilizations insights dashboard. It means that it's a single report, to look at both past and future metrics, regarding your client and project financial performance and overall team utilization. It does also means that you're gonna centralize the insights in in one easy to to get to place within your installation. So, again, in the spirit of making you work, less hard to get the insights you're looking for in a more proactive way, this is probably top of the list to make sure you're not kinda report hopping as often as you are before. This actually brings together the key utilization, profitability, revenue, and budgeting information, again, all under under one roof and the ability then to further drill down into each of those insights from this centralized dashboard. So, again, in its early days, very open to feedback. So, for those of you that are using us and haven't already, shared your opinions on your usage, please do so. What's pretty malleable at this point in time and the overall intention is that we give you exactly what you need at a glance, and and you don't have to work so so hard for it anymore. Yeah. I think we might have actually talked about this the last time with the last webinar, but thankfully it's now out the door. And so we've got an advanced QuickBooks integration live since, I believe, mid September. And this means that on top of the previous QuickBooks integration we offered, which was very much a native, invoice builder and teamwork with the ability to export out to QuickBooks. We now we now have a an advanced integration that allow which allows you kind of a more hands off approach where as time is logged, those time logs are streamed in real time to your QuickBooks account, making sure that everything arrives pretty much on the milliseconds, under the right customer and with the right time log data, the right rate information, etcetera, and allows you to build the invoices exactly how you see fit without any teamwork imposed limitations, in the software that you prefer. Yeah. So it's pretty much again that it was the spirit of of saving you time and and working away the friction over time. That means it's more hands off. It's, connect to Teamwork sorry. Connect to QuickBooks, enable it for the projects that are applicable, and then, don't worry about it. It will all arrive over over the other side. It also allows us to deliver more structured data on top of the previous QuickBooks integration. So in order for the integration the advanced integration to be more seamless, we have to align a QuickBooks standard in terms of its entity types, which means that you're getting the log time, the user information, the billable rate information, cost rate information, project and client information, exactly how, QuickBooks expects it. And we're also trying to remove any, failure points as well. So we'll automatically find and match clients if they exist on both platforms and attribute the data to the correct to the correct place. But if a client is yet to exist in QuickBooks, we'll actually create them for you using teamwork information so you have fewer and fewer barriers moving forward and have less to worry about. And overall, it gives you that granular control as well. So it it's not an all or nothing. You can choose if some of your projects aren't applicable for this or not. That level of flexibility is pretty much in your hands. Yeah. And back to Jane. Perfect. Thank you, Steven. Alrighty. The first one up for me is just a reminder for people that we will be retiring the old list view in the next couple of weeks. So we'll be retiring the old list view before the end of the year. So just a reminder for people to get ahead of it, jump in, make sure that you're familiarizing yourself with the new list view. We made the updates that we've made to the new list view. Again, kind of trying to maintain that real power that we have in list view and really improving the efficiency. We've seen really positive feedback. We've seen people working really successfully in the new list view and, really seeing the value and feeling the benefits from the efficiency ads that are in the new list view while also still maintaining the the power of, the view that we know that our our users know and love. So this is just a reminder to jump in and and make sure that yourself and your team are in checking out the new list view. We have the majority of people in there already. Like I said, really enjoying using it, but this is just one last, reminder as it's our last time speaking before the end of the year. So do make sure to to make the switch to the new list view. Next up. So this is kind of a small but mighty improvement. This is one that I'm actually very excited about. So as everybody knows, there's a huge degree of flexibility with the hierarchy of teamwork. You can create a task, and then within that, you can have, subtasks. But what we've kind of been hearing for a little while now is, well, estimated time may sometimes sit just at the parent task level. It also, in certain scenarios, may just sit at the subtask level. And there was some feedback that while you could hover over the estimated time icon, it wasn't always easy to view the full roll up of time, on the subtasks at the parent task level. So with this change, we have given you the ability to view both the estimated time that is directly on the parent, but also a view into the roll up of the estimated time of the subtasks as well so you get that total view. So you can see it in the the screenshot here. So you very clearly can see the estimated time that lives on the build media plan task. But, again, you get that full view of the total estimated time across all of the subs that live within that parent task as well. So it's a really quick and efficient way to see that total estimated time. This has been added to the new list view. So this should be out, I believe, maybe later this week, early next week, so very, very soon. But like I said, I think it's a a small but mighty one. So very excited about that. Next up, we have new boards and workflows. So you'll see we're doing an awful lot of work, on kind of improved, consistency, improved experience, uplifted UI across all of the core task views that we have in Teamwork. And, of course, boards is no exception. So this is kind of a two part project, we'll say. So one part of it is uplifting the user interface of the current boards that we have. So you can see a a screenshot of it here as well on the slide. Some really lovely quality of life improvements where all of the task attributes are editable in line. Very quickly update the due date of the task, the assignee of the task, all with a single click on the card within this view. We also have lovely improvements like being able to see a file thumbnail on the task if you want to within the board view as well. But then the other really powerful piece of this is the workflows aspect. So this is going to allow you to create a set of board columns at the site level in Teamwork and apply that down to your projects so that you get a view of your tasks across multiple projects within a certain set of board columns. So we hear this quite often. You know, you manage your work at a client level, not necessarily a project level, or you manage your work at a team level, not necessarily a project level. So this is going to give you a view of your tasks across multiple or all projects in the Kanban view at a site level. We also have automations integrated into these new workflows as well. So, again, trying to give you a way to do something in one place, rather than having to to manually set up these automations across multiple projects. You'll be able to set up those automations at a site level, and they will flow down into your projects. And another win actually from a a call that I had with a a customer this week that they were very excited about, is when you change this workflow, it will, you know, for example, if you want to add a new column to a workflow that you have, it's going to impact all existing projects that are using it and templates. So rather than having to go in and manually update the columns in every project or every template, you can do all of that in one place now. So, again, really focusing in on the efficiency and cutting down all that manual work. Next up, on a similar vein, talking about core task views getting a beautiful uplift, we are working on an enhanced table view experience at the moment as well. So this table currently lives both at the my work level and also as a task view within the project. So we're working on uplifting the UI here. There's gonna be some really, beautiful experience wins as well whereby you'll be able to group your tasks by different criteria, for example. So right now, in a project, it's grouped by task list. In my work, it's grouped by the due date, but we're gonna give you that flexibility, across the task views to group the tasks in multiple ways within a table. We're also going to be bringing personal tasks in line into my work, which is something that I know a lot of people have been looking for for a while as well. So you'll be able to manage all of your work in one place, whether it's a personal task that doesn't necessarily live in a project or whether it's a piece of project work. And, again, talking about consistency, all of the interactions here are going to be aligned with your list view and your beautiful new board view, things like filters, search, all of that good stuff, is going to be incredibly consistent and very easy to use. So this is the one that the team has just started to break the back on. So this will likely be into early next year before this is released, but it's a very exciting one and another one that I'm really looking forward to. Individual inboxes. So, again, we've spoken a little bit about what has been happening in terms of bringing, Teamwork desk and Teamwork closer together and really trying to give you that one place to manage your client work, which also encompasses your client communications. So we're working on the ability to bring your individual inboxes into Teamwork. You'll be able to capture every client communication, by bringing in those individual inboxes. Make sure nothing slips through the crack. If, you know, you have people unavailable or on PTO, everything stays in one place. You're going to be able to maintain that client relationship an awful lot more seamlessly because you won't have siloed information or siloed, conversations with your team and your your clients going on in different areas. Additional permissions as well are going to add an extra layer of control, making sure that there's no concerns or insensitive, information that will all be nice and secure. And you'll be able to only import the relevant client related emails. So you'll have the option to bring in either all emails or just your client associated emails. And so you have that flexibility around what you want these inboxes to actually contain. So this is one that our teamwork desk team are working, very, extensively on at the moment as well, and will be released in the coming weeks. Lastly, on my side, I believe, is some search improvements into desk. So this is another really lovely quality of life one. Search is a hugely important element of both Teamwork and desk. So we're really looking to make it easier for you to get at the information that you need to get at in Teamwork desk. We're going to be, improving the filter options that we have so you can narrow that search an awful lot more easily. We're going to be improving the advanced search page as well. So when you need to get a little bit more detailed, dig in a little bit deeper, that advanced search capability is going to be extended and improved. And we're also going to be introducing that recency concept as well, which is hugely valuable. You'll have seen that creep in a little bit more over the last few few months into Teamwork as well. So letting you get at the most relevant search results first, by incorporating that recency, concept into the the desk search area as well. And I believe, if I'm not mistaken, it is no. This is also me. My apologies. Assigning tasks to roles. One more, I think. So Steven has talked a little bit about what we're doing or what we have been doing with roles, and has given a sneak peek at some of the stuff that's gonna be coming up as well, around the rates on roles concept. But in the project management side of the the house, we're also going to be introducing the ability to assign tasks to roles. Again, this is going to make the transfer of work an awful lot easier. This is really going to make their earlier stages of project planning more flexible and allow you to kind of get ahead of the game when you're doing that project planning as well. So you can assign your tasks to a role, whether it's a designer, front end developer, whether it's in a a project or or a template. And then really quickly afterwards, when you know the named resource, assign the task to that user based on the role that they have. So, again, it's just going to make the planning piece an awful lot more seamless. It's going to retie that roles feature into all corners of the product to make it really well rounded. And I think this is going to be hugely impactful in the the project planning portion of the product as well. I think that is it for me if I'm not mistaken this time. Yes. Yeah. You've been good here. So even more role based goodies for me. So I suppose apart from, what Jane just covered about the assignment of of roles to tasks, we all wanted to make sure we had quite a practical and sensible approach to kinda planning stages of work as well. So with placeholder roles, we'll allow you to use those placeholders, in the scheduler so you can allocate, tasks by function first and then by person later. So you're not obligated to always select the individual if it's a bit premature to do so. So that I've kinda already covered the ability here to add a placeholder role in the scheduler and then the the ability to easily transfer that work from a placeholder role to an actual user at the right point in time for you. So plenty to come for roles in the bright near future. We've also, got some utilization report improvements planned, for the not too distant future. New columns, to make utilization reporting more robust and customizable, all of which can be added to user level custom reports. And that will allow you to paint unique utilization picture for every team member and set and track billable utilization targets to better understand, team productivity and output. So, for those of you who use, this right now, some plenty of goodies to look forward to here. We're also pretty close to getting Expenses v two out the door. I'm I'm crossing my fingers. We're maybe only a couple of weeks away. Expenses v two, introduces improved expense creation and management functionalities with new features and improved data structures. For those of you who who are already using Expenses, you're probably currently frustrated by the limitations imposed on you. That won't really be the case, hopefully, in in another two or three weeks. Primarily, we allow for date selection, flexibility, the ability to change a person to associate with a particular expense for clearer downstream reporting, and ability to mark that expense as billable to the client or not, and kind of all the factors in between. So you can have a cost to use a business. You can tell us if it's billable or not and then the type of markup if one exists that you want to apply to that particular expense. We're also bringing in a pretty long list of expense categories, again, with the hope of adding new structures and and ease of reporting further downstream. Also the ability to attach and upload receipts or invoices as proofs for particular, expenses. And I think for for time saving, purposes, any of those, any of you who are using, expenses right now, both in the billing and the budgets area of Teamwork, understand the frustration of double entry because we're gonna be harmonizing those experiences. You'd only have to do it once, with this new form, we're showing right now. So that's pretty much at our fingertips, and it should be a good pre pre Christmas goodie to to expect in the not too distant future. We're also on the cusp of releasing an invoice summarization pilot. I'm hoping it will either go out tomorrow or Monday, so that is only days away. And to explain what this actually is, based on a lot of inbound feedback, we understand that the current invoicing capabilities of Teamwork, whether that's native Teamwork invoicing or those of you who are using an integration, and are exporting Teamwork data outwards. We understand that very often the level of fidelity or detail particularly attached to time logs is just too much for the clients, and there's a an extra layer of of manipulation or kind of massaging of that data you want to do before the client sees it. So that's exactly what this summarization pilot is all about. It gives you increased levels of control and flexibility on those invoices to ensure they read and look exactly how you want them to to look before the client receives them. We'll allow you to summarize billable time by task, task list, date, or the individual behind those time logs. So fold all that time in and the right sum up will happen with the with the figures. We'll allow you to summarize the expenses by date or who. In fairness, we're not really expecting this to be a a super popular one, but because we had the data structures and it's still very much a pilot, we'd rather give it to you than not. We allow you to also hide the, who column from the invoice. That means if you don't want your employee's name making its way to what the client sees, you will also be able to, remove that. You'll also be able to override line item values as you need. So if there's something that reads in a description for particular time log or an expense that was kinda more internal facing or is very bloated, we'll actually allow you to overwrite that without, backwards updating the original entity. So it's almost like a layer on top that allows you to manipulate without, messing up the figures, from a time log perspective or from an expense perspective. So it allows you to shave up exactly how you want. And then for launch, tomorrow or Monday, that will all make its way as exports, to PDF, Excel, and HTML. And very soon thereafter, we're facilitating for the QuickBooks and Xero integrations as well throughout November. So, this will be quite a win for everybody who's using any of these, parts of reinvising, functionality. So, that's very, very close. Yeah. And then just a little sneak peek of what's to come, in early next year, very much in the in the space of the promise for continued investment and build out in in roles, and I touched on it earlier in the call. We're very much in the preplanning stage of the role based rates for using the resource scheduler. We understand our scope. We know what we need to do, and we're not too far away from beginning the technical work. So that should be a very, early next year expectation. We're also beginning multicurrency work in the next week or so. So for those of you who have clients and employees, or a mix of both in different currencies than your main Teamwork currency, we'll be facilitating for, that setup. So you'll be able to, preserve your primary currency, have a client attached to a different currency, and everything connected to that client, their projects. The rates that are attached on the downstream invoicing will all work in a multi multicurrency environment. And, also, with our, focus on making that whole invoicing space as seamless as possible and to better suit your overall needs. We'll be building out our in, our support for our integrations. So the advanced QuickBooks one was first. NetSuite is will will follow. It will be hopefully identical in function, and Xero will follow that a little bit later. But it will be a continued point of focus as well. So plenty to look forward there in in early next year. Thanks, Chanel. Great. Thanks, Steven and Jane. It's nice to have some pre Christmas goodies, as Steven mentioned, to look forward to and, obviously, lots that we've already scoped out for q one. So, thanks again both for walking us through all that. If you haven't yet, keep your questions coming in. We're probably gonna have a solid fifteen minutes at this point to have some live q and a, but I'll just take us through a couple, company wide updates first. And it's not a webinar without a plug of our teamwork dot com community. This is a LinkedIn group, that you can join and basically connect with other teamwork dot com peers. Ask your questions. Myself and product managers are in this LinkedIn group as well, looking at, at your questions, at your opinions. We're pulling you folks for feedback on things. It's a very engaging community to connect, with us and with other teamwork dot com users as well. So, it's a it's a great community. Feel free to scan that, handy dandy QR code, and I will also pop the link in the, chat as well. So this is for the Teamwork community. Next up on my side are two webinars that are coming up. So Andrew, who actually leads our teamwork dot com community, is joining forces with another colleague, Helen. And November twelfth, there's a webinar called how to set up teamwork dot com for success. So if you're newer to teamwork dot com, welcome. This is a great webinar for you to try and kinda just learn the ropes and get set up, in Teamwork. And then, about a week after on November nineteenth, we have how to simplify your daily work with teamwork dot com. So perhaps you're looking to alleviate some manual processes, some extra clicks. You want Teamwork to just work a little better for you, maybe set up automations, look at templates, all that sort of stuff, all those sort of hacks, to just make your day even more efficient. So November nineteenth, simplify your daily work with teamwork dot com. Those are two great, webinars to join. So, once again, pop those in the chat, the November twelfth webinar and the November nineteenth webinar. So, hopefully, lots of you can join us for those. A very exciting end of your update, which is now becoming a tradition for us, is our agency benchmarking report. So this is a great resource, for you to understand how you're gauging in this kind of volatile crazy industry that is agency work. So we have launched the state of agency operations. We've interviewed customers. We've interviewed experts and leaders in the field, and we've basically compiled a report of benchmarking metrics as well as just listing those top challenges and opportunities and solutions to combat some of those challenges and overcome those. So this just gives you a great pulse, like, pulse point benchmark check to to see, you know, are you also struggling with scoping accuracy and thus your budget's overrunning? What is your billable utilization rate and benchmark, and how are you progressing towards that? Thirty eight percent of agencies feel their biggest challenge is optimizing staff workloads. What are other people doing to overcome these challenges? So really, really great insights in this agency benchmarking report. So feel free to take a read of that as well. If you'd like, I'll pop that in the chat as well. And then in a similar vein, we've actually launched our first ever IT service benchmarking report. So this is the first of its kind, but we did the exact same process, and we've interviewed IT leaders, IT customers, people in this field and industry, and once again, garnered a lot of those benchmarking reports, or benchmarking stats rather, understanding how to combat those, overcome those, you know, looking at our customer base. There's a lot of IT folks, independent consultants in this mix, so we wanted you to have your own state of IT service operations, benchmarking report. So, you know, thirty two percent of IT firms struggle with measuring profitability and time spent on client work. Thirty three percent in, state that ensuring once again those staff workloads are optimized. That's a key challenge. It's interesting to see that some of these challenges go across, industry as well. But if you're in the IT service industry, this is absolutely brand new, shiny, first report of its kind, so definitely worth checking out as well. So I will also pop a link to the IT service benchmarking report in the chat. And we've come, right on time with a solid fifteen minutes to, ask questions. So I'll get Jane and Steven back on screen here. And, yeah, keep your questions coming in, and let's jump in. Okay. So, Jane, let's start off with, that rolled up time on the parent task that garnered a lot of interest. So how does that feed into, like, our planning and resource management, tools inside of the house? Very good question. So we made sure when we were making this change not to impact any other areas of the product. The real motivator here was to give people the ability to view the total estimated time on the parent. So the estimated time on the the parent tasks and the subtasks will behave exactly as they do in other areas of the product today. So whether it's around, you know, the the planner areas of the product, everything is gonna remain the same. It's just going to give you that visibility at the task level, more easily with with less work. So it won't impact anywhere else. All of the calculations in other areas of the product that take estimated time into account are going to remain exactly the same. This is more of a view of the roll up of total time on the parent task. So there won't be any duplication of estimated time or anything like that to worry about. Great. Let's, let's keep you on the hot spot, Jane, because another question about this. Does does this calculation still tally to the parent task if a subtask with that estimated log time is complete? So how does kind of that completion of the the subtasks affect that that roll up number if it does? Yeah. Very good question as well. So we made the decision to make sure that you're viewing the total, and that two total, is calculated whether or not the subtasks are completed. So, if you have a parent and it has six subtasks, for example, three are completed, three are still open, that estimated time total is still going to encompass all six subtasks. So you're getting a full view of the logged time, versus the estimate. So regardless of whether they're complete or incomplete, that total is going to remain the same. Great. Steven, let's jump over to you. I think this is about the the budget summary roll up on clients view. But will that budget view show all of the budgets for a client and let you look at previous months for that project, especially if there's, like, a monthly repeating budget, or or will it only reflect for the current month? Yes. So as of right now, it's the sum of all budgets across client projects, but we have discussed and do have some plans of to bring in some date level control. So we'll be able to pick a a piece of that, equation and and zoom in, as you see fit. So not there right now, but it's something we've discussed yet. Cool. Let's jump back up to, Jane, regarding, the forms and task allocations shown. Do you mind just clarifying the the plan for that? Yes. So that is currently on our scale plan. So you've probably heard a couple of updates today that are kind of scale specific. So if we do have users that are on the deliver or grow plans, it is probably a very good time to check out the the scale plan because there has been a lot of very high value features added. But in that that, space of the form field mapping, that is just on our scale plan. Of course, there's plenty of form functionality on the other plans as well, but that one specifically is is gated to our scale plan. So if anybody does wanna check that out, you can reach out to the the your account manager or our sales team, and they can take you through, whatever else, may be of interest to you on the scale plan. Great. Okay. Let's shift gears, Steven, and talk about QuickBooks. I know the advanced integration got a lot of people excited. And I think there was some questions about, does the QuickBooks integration only work with QuickBooks Online specifically? It it does indeed, and that's kinda to align with QuickBooks on strategy and and level of support they offer with QuickBooks Online. And to make sure we could build it as fast as possible and and make sure we could kinda stand over its reliability, That was a decision we made, in order to to get the value out as fast as possible and stand behind it. So yes. Yeah. Okay, Jane. Let's let's talk about this new list view. You know, I know old habits are hard to break, but will this change be mandatory, or will you be able to, like, continue to toggle back and forth between the the list views? Yeah. Good question. So I might give an overview of what the next few weeks will look like with the new list view and the old list view just so that everybody's comfortable, with the change that will be happening. So the move to list view the new list view will be mandatory. So we will be retiring the old list view before the end of the year. So we're probably looking at kind of mid December, for completely retiring the the old list view. The current lay of the land is that there is a toggle in place where users can switch over and back. We've made sure to maintain that so people could get things like internal documentation sorted, and, we've had customers doing kind of, like, internal trainings and, making sure that people are comfortable moving over to the new. So we will continue to have that toggle for, a short period, before we retire the the old list view. Over the next week or two, what we'll likely do is push that toggle to on for everybody. So if there are accounts that haven't checked out the new yet, we'll toggle that, new list view on by default for a period. You'll still be able to switch back until mid December, but we are going to be removing that toggle. And by the end of the year, the old list view will be sunset, and everybody will be on the new list view. So good question, but there's still plenty of time to go in, get familiar. It's it's there's not a very steep learning curve. I've spoken with a lot of customers about it and especially with the new task details rollouts. It's a really beautiful experience to use them both side by side. So if you haven't gone in and checked it out yet, I would recommend doing so because we will be sunsetting the old list view before the end of the year. Thanks for that that road map there. Oftentimes, the hardest part is just that initial change, and then you'll get used to it. We promise the new way of working will be it'll be worth it. Okay. So off to Steven, lots of interest in our, roles functionality as well. And as we've shared, we're kind of just, scratching the surface in terms of roles and and further, more robust functionality, as we enter twenty twenty five. But is there plans for a person to be assigned multiple roles? This person can this person is saying, sometimes we have people who could fill different roles based on the different projects. So, I'm sure lots of other people are in that camp as well. So can one person or will one person be able to eventually be assigned to multiple roles? Yes. That's the that's the good answer. Yes. It's the it's the plan. As of right now, it's just one to one, but that was just a technical necessity. But as we move closer towards better use in scheduler and role based rates, there will be a one to many relationship. The idea of a primary role will still be preserved, but you can assign people to multiple roles, and apply that as you see fit across your installation. Yeah. Great. We all wear different hats, so I understand that definitely will be helpful. Okay. And, Jane, let's, talk a bit about desk. Lots of great work happening with teamwork dot com desk. And so there's a question saying, will Outlook be coming as well to sync with desk? Very good question. So we actually already have the one touch sync with Outlook. So we did Outlook first and then followed on with Gmail. So regardless of whether you're a Outlook user or a Gmail shop, you'll be able to very quickly and easily get set up with the Teamwork desk. So like I said, do check it out if you you haven't used it already. There's very few barriers to actually getting up and running and testing it out now. So we already have that in place and supported for Outlook. Great. And if if you've missed that, no problems at all. You can search our help docs, and we'll probably have the resource there to help that, get connected for you. Or, yeah, reach out to our support team or account manager, and they'll be able to point you in the right direction there. But, with all that to say, let's let's let's close off today's session. It was wonderful to have all of you present. I know there's lots of distractions out there today. Christmas holidays are coming. So thank you all for spending about an hour with us today. Really, really appreciate it. I wanna thank Jane and Steven for, their wonderful work presenting and everyone on the background that was helping to answer questions behind the scenes as well. So thank you again so much for joining. Enjoy the last, you know, couple months of twenty twenty four, and you'll be hearing for us from us very soon and wishing you all the best. So thank thanks again, and take care, everyone.