Subscribe to our blogAug
16
2010
Group Projects By Clients, Daily Status Report, and Recent Projects
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It's only been two short weeks since our last announcement and we
already have some exciting new features that we would like to share
with you.
Group Projects By Clients
We have finally finished adding support for grouping projects by client companies. This has been our most-requested feature so we are happy to finally make it available to everyone. You can now create client companies and add client users to those companies by clicking on the "Clients" link from the "Admin" menu. You can then associate the client companies with your projects (either when creating a client company or when creating a project). Doing so will result in the projects in your project workspaces menu to be grouped by the client company, making it easier for you to see which of your projects are for which clients. In addition, when you add new client users to a client company, the client user will automatically be given access to all the projects associated with that client company. The same is also true when you remove a client user from a client company.
If you only manage internal projects, you can still use the client grouping features to group related projects. For example, you can create a sales team as a client company and link all your sales-related projects to the company. This will result in all your sales-related projects being grouped together for easier access.
Daily Status Report
The daily email digest has been improved and is now called the daily status report. Similar to your dashboard, the daily status report allows you to see, at a glance, what has recently occurred in your projects and what you have coming up. The report now includes all your upcoming, overdue, and high priority milestones, tasks, and events in addition to the list of recent activities from all of your projects. The report will make it even easier for you and your project members to stay on top of your projects.
Recent Projects
If you are managing more than ten projects, the last five projects that you accessed will now be listed at the top of the project workspaces menu under the "RECENT PROJECTS" heading. This allows you to quickly switch between the projects that you are currently working on without having to search for them in the projects list.
Group Projects By Clients
We have finally finished adding support for grouping projects by client companies. This has been our most-requested feature so we are happy to finally make it available to everyone. You can now create client companies and add client users to those companies by clicking on the "Clients" link from the "Admin" menu. You can then associate the client companies with your projects (either when creating a client company or when creating a project). Doing so will result in the projects in your project workspaces menu to be grouped by the client company, making it easier for you to see which of your projects are for which clients. In addition, when you add new client users to a client company, the client user will automatically be given access to all the projects associated with that client company. The same is also true when you remove a client user from a client company.
If you only manage internal projects, you can still use the client grouping features to group related projects. For example, you can create a sales team as a client company and link all your sales-related projects to the company. This will result in all your sales-related projects being grouped together for easier access.
Daily Status Report
The daily email digest has been improved and is now called the daily status report. Similar to your dashboard, the daily status report allows you to see, at a glance, what has recently occurred in your projects and what you have coming up. The report now includes all your upcoming, overdue, and high priority milestones, tasks, and events in addition to the list of recent activities from all of your projects. The report will make it even easier for you and your project members to stay on top of your projects.
Recent Projects
If you are managing more than ten projects, the last five projects that you accessed will now be listed at the top of the project workspaces menu under the "RECENT PROJECTS" heading. This allows you to quickly switch between the projects that you are currently working on without having to search for them in the projects list.
Aug
4
2010
API, Data Export, Retainers Report, Customizations, and More
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It's been over three months since our last blog post so we have a
lot of news to share with you. The most exciting news is that
the long-awaited API is finally available for your use. The
API took a lot of our development resources and, now that it has
been completed, we look forward to adding many of your other
frequently requested features in the next few weeks (including the
ability to group your projects by client companies).
Application Programming Interface (API)
We are happy to finally announce the release of the TeamWork Live API. You can use the API to integrate TeamWork Live with third-party applications, dashboard widgets, or your own custom software. The API has been a long time coming and we appreciate your patience as it took us much longer to develop it than we initially anticipated, but we wanted to get it right. We are excited to see all the great applications that you develop using the API. You can get more information on using the API by clicking the "API" link from the "Admin" menu. The API is currently in BETA so please let us know if you run into any issues.
Data Export
One of the first features that we developed using the new API is a data export feature for your projects. You can now export all the data from individual projects for backup purposes or for import into another application. We currently support exporting project data in JSON or XML format. The data export feature can be accessed by clicking the "Data Backup/Export" link from the "Admin" menu.
Retainers Report
We have added a retainers report that team members can now view to see the retainer hours that have been budgeted and accrued for their projects. The report supplements the "Retainers" admin page, which allows administrators to view and override the default retainer hours for a project. The retainers report is only visible if you have projects with retainers-type budgeting.
Customizations
1. It is now possible to select the sections of a project workspace that you want to be available to team members and clients. This allows you to hide sections that you don't plan on using to make the site easier to navigate. You can customize the available sections for each project when creating or editing it. Additionally, you can specify the default sections which should be available from the company preferences.
2. If you do not use the budgeting and time tracking features, it is now possible to disable them from your company preferences. This makes the site cleaner and easier to use for your team members and clients.
Branding
We have increased the maximum size of the logo that you can upload from 24x to 36px to make it easier to see. If you have previously uploaded a logo, you will need to upload the logo again to take advantage of the larger size.
Company Management
We have improved the user management feature in the company management page. You can now add a team member to or remove a team member from multiple projects at once. Previously, you could add a team member to all company projects at once or remove the team member from all company projects but you could not select a subset of projects to add a team member to or remove a team member from.
Messaging
You can now send a message to all project members at once by selecting "All project members" from the "To" option of the message window.
Milestones/Tasks
For milestones or tasks assigned to multiple users, it is now possible for project administrators to select which users to mark the milestone or task completed for. Similarly, project administrators are now also able to specify which users to reopen a task or milestone for.
Application Programming Interface (API)
We are happy to finally announce the release of the TeamWork Live API. You can use the API to integrate TeamWork Live with third-party applications, dashboard widgets, or your own custom software. The API has been a long time coming and we appreciate your patience as it took us much longer to develop it than we initially anticipated, but we wanted to get it right. We are excited to see all the great applications that you develop using the API. You can get more information on using the API by clicking the "API" link from the "Admin" menu. The API is currently in BETA so please let us know if you run into any issues.
Data Export
One of the first features that we developed using the new API is a data export feature for your projects. You can now export all the data from individual projects for backup purposes or for import into another application. We currently support exporting project data in JSON or XML format. The data export feature can be accessed by clicking the "Data Backup/Export" link from the "Admin" menu.
Retainers Report
We have added a retainers report that team members can now view to see the retainer hours that have been budgeted and accrued for their projects. The report supplements the "Retainers" admin page, which allows administrators to view and override the default retainer hours for a project. The retainers report is only visible if you have projects with retainers-type budgeting.
Customizations
1. It is now possible to select the sections of a project workspace that you want to be available to team members and clients. This allows you to hide sections that you don't plan on using to make the site easier to navigate. You can customize the available sections for each project when creating or editing it. Additionally, you can specify the default sections which should be available from the company preferences.
2. If you do not use the budgeting and time tracking features, it is now possible to disable them from your company preferences. This makes the site cleaner and easier to use for your team members and clients.
Branding
We have increased the maximum size of the logo that you can upload from 24x to 36px to make it easier to see. If you have previously uploaded a logo, you will need to upload the logo again to take advantage of the larger size.
Company Management
We have improved the user management feature in the company management page. You can now add a team member to or remove a team member from multiple projects at once. Previously, you could add a team member to all company projects at once or remove the team member from all company projects but you could not select a subset of projects to add a team member to or remove a team member from.
Messaging
You can now send a message to all project members at once by selecting "All project members" from the "To" option of the message window.
Milestones/Tasks
For milestones or tasks assigned to multiple users, it is now possible for project administrators to select which users to mark the milestone or task completed for. Similarly, project administrators are now also able to specify which users to reopen a task or milestone for.