Folders
TeamWork Live Blog Created Mar 16, '06 by TeamWork L. Subscribe to RSS feed for current folder
Official Blog for TeamWork Live
Page: 1 2 3 4 5 6 | Next »
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.







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.






We want to give you a quick update on the new features that we have released this past month. The features in this release focuses on giving you more ways of tracking your budget to make it easier for you to complete your projects both on time and on budget. In addition to the currently available fixed hours budgeting option, you can now also specify your project budget using either retainer or fixed fee.

Retainers
The retainer budget option allows you to specify a retainer for your projects. This is useful if your clients agrees to pay you a retainer for a specified amount of service. Retainers can be weekly, monthly, quarterly, or yearly and you can specify a start and end date for the retainer. We automatically track how your time is tracking against the retainer and notify you and your team members if the retainer is exceeded. You can override a retainer for any month from the "Retainers" page (accessible from the "Admin" menu). The retainer is automatically reset for you each month without any additional effort on your part.

Fixed Fee Budget
The fixed fee budgeting option allows you to enter a fixed money amount for your projects. The accrued amount will be calculated by multiplying the tracked time with the hourly rate specified for the time entry. A default hourly rate must be specified for fixed fee projects but you can override the default when adding time entries. You can see how your actual is tracking against the budgeted amount from the project status report. Like the other budgeting options, you can specify that team members be notified when the fixed fee budget is exceeded.

Configure Project Member Visibility
You can now specify which project members are able to view each other within a project. For example, you can specify that project members are not able to see each other for a specific project. This is useful if you want to create a project for sharing documents common to all your projects. You can invite your team members and clients from all your projects to this project so that they can view the common documents without being able to see each other. The new setting is available when creating or editing a project as the "Who can see other project members?" option.

Membership Plans
We have finally written up a thorough explanation of the various combinations of membership plans and project roles and which users need to be on what plans. Previously, this information was available but it was scattered throughout our FAQs and help pages. Please take a look at understanding membership plans for the new document that centralizes this information. 

Reports
Clients can now view the hours budget report.

Upcoming Features
We have begun work on an API (Application Programming Interface) that will allow you to integrate TeamWork Live with other programs and services. We are running a little late with the release date but hope to have the feature available by mid-May.



Time has been flying for us here at TeamWork Live! We have been so busy working on our next set of features that we almost forgot to tell you about all the great improvements that we released last month. I'm sure you sometimes have problems keeping tracking of time yourself. Some of the features we are announcing this month should help you to better manage it.

Time Budget
We have added support for entering time budgets for milestones and tasks. The budget information is integrated with our time tracking feature. You can configure each project so that specific members are automatically notified when the budget is exceeded for any project, milestone, or task. For example, you can configure the project so that all team members are automatically notified when the time budget for a task is exceeded so that everyone can stop working on the task until the administrator has a chance to decide how to handle the overrun. This will help keep your projects from going over budget, which is especially handy if you have promised your clients that you will not exceed their budget without their approval. 

In addition, we have added a project time report that allows you to see how your actual hours is tracking against your budgeted hours for your projects, milestones, and tasks. Team members on a pay plan and all clients will be able to view the project time report.

Multiple Attachment Support for Comments and Messages
You are no longer limited to attaching just one file to comments and messages. We have recently improved both features to allow for multiple file attachments. This change will make it even easier to share files with team members and clients. We will be extending this to milestones, tasks, and documents in an upcoming release.

Improved Editor
We have upgraded to a new version of our rich-text editor. The new version loads faster and is more responsive. Additionally, the new version fixes an issue we previously had with the formatting buttons occasionally not working correctly.

Automatically Shift Tasks Due Dates When Updating Milestones
You now have the option of automatically shifting the tasks associated with a milestone when you update the due date for a milestone. For example, if you have a milestone with a due date of March 15th and the milestones have associated tasks that are due March 1st and March 7th and you change the due date of the milestone to March 22nd, the due dates of the associated tasks will be shifted to March 8th and March 14th. To automatically shift the associated tasks, check the "Also shift the due dates of uncompleted tasks linked to this milestone" checkbox that appears when you change the due date for a milestone.

Create Items Via Email Enhancements
You can now specify a recurrence and a recurrence end date when creating items via email. You can also create specify subtasks for tasks when creating items via email. Please see the help pages for more information.

Navigation Reorganization
We have made some changes to the navigation for the accounts and company pages to make it more user-friendly. We have moved the "Plan Administration" into "My account". The membership plan selection has also been moved into its own section within "My account".

As always, thank you for your continued support. We will have more announcements coming soon.




We at TeamWork Live would like to wish everyone a Happy New Year! We have been very busy over the holidays and have many exciting new features to share with you.

Timer
By popular request, we have added a timer for tracking your time. You no longer have to manually track your time and then enter them into TeamWork Live. Instead, you can now track your time using our timer. The timer allows you to quickly move between multiple items and quickly start and stop timers for different items. In addition, we have added keyboard shortcuts for power users so that you can use the timer even more efficiently.

The timer can be accessed from the "My Time" page, from the "Time" section of a project workspace, from the time entries tab on the detail page for an item, and from the milestones and tasks page. The "My Time" page and the "Time" section of each project workspace has a timer bookmark that you can add to your browser's bookmarks bar to allow for easy access to the timer.

More Storage
We have moved to new file storage infrastructure that has allowed us to achieve additional cost savings. We are happy to pass those savings back to you in the form of increased storage. In mid-December, we doubled the storage space on all membership plans for the same price. We hope you enjoy the extra room!

File Preview for Adobe PDF, Microsoft PowerPoint, and TIFF Image Files
We now have built-in previews for Adobe PDF, Microsoft PowerPoint, and TIFF image files. You no longer have to download these file types to view their contents. Instead, you can view them directly from your browser using our built-in viewer.

Tasks/Messages
1. You can now update the approver for a task or milestone from the respective bulk update pages.
2. When you duplicate a milestone and the tasks associated with it, it will now automatically update the due dates for the associated tasks. For example, suppose you duplicate a milestone that has a due date of January 1st and it has an associated task that has a due date of January 10th. If you select February 1st as the due date for the new milestone, the due date for the associated task will automatically be updated to be February 10th. This should be a big timer saver for you if you use milestones as tasks templates.

Messages
You can now view all your unread messages by clicking on the "Unread" filter from your "My Messages" page.

Contacts
We have enhanced the import contacts functionality to support importing of any contacts that is exported in CSV (Comma Separated Values) file format. If our importer does not recognize the contact fields, you will be asked to help the importer by associated the fields from the files with the contact fields in TeamWork Live.

Thank you again for your continued support. We hope you enjoy the new features.




We are happy to announce the release of some new features to TeamWork Live. As we mentioned in the previous blog post, this release is focused on time tracking. We will have a follow-up release with the rest of the time tracking improvements but we wanted to go ahead and make the completed features available to you so you can start taking advantage of it.

Weekly Timesheet
We have added a new report that allows you to see either:
1) the weekly number of hours logged for a project broken down by team members
2) the weekly number of hours logged by a team member broken down by projects

Dedicated Time Entry Section
We have added a "Time Entries" section to each project workspace. From this page you will be able to quickly add time entries without having to go to the detail page for each individual task or milestone. This should greatly improve the usability of the time tracking feature and we think you will find this addition to be a real time saver. There is also a new "My Time" section under the "Dashboard" menu that will allow you to view your recently added time entries and add additional time entries.

Minimum Billing Increments
You can now specify in your preferences a minimum billing increment for time entries. Time entries will be automatically rounded up the next billing increment.

Coming Up
Our next release will continue with the time tracking improvements as we add:
1. A timer for tracking your time
2. A budget feature that will allow you to enter a budget for a project, user, or milestone and have TeamWork Live automatically notify you when you are near your budget so you don't accidentally exceed it
3. The ability to mark time entries as billed

Thanks again and please continue letting us know what we can improve in TeamWork Live to make it more useful to you.



We have made a number of improvements to TeamWork Live recently that we want to share with you. First, we added an agenda view and support for creating milestones and tasks from the calendar page. We have also made a number of usability improvements.

Calendar Agenda View
We have added an agenda view to the calendarr. The agenda view shows the calendar items in list format and allows you to easily print the details of the items in the calendars. Use the tabs on the top right corner of the calendar to switch between the month and agenda view.

Quick Add Milestones and Tasks
You can now add milestones and tasks from the calendar using the quick add feature. Previously, you could only add milestones and tasks form the milestones and tasks sections, respectively.

Usability Improvements
1. Users managing a large number of projects will now see a select box at the top of their project workspaces menu that will allow them to switch to different projects. Previously, it was difficult to switch to a project at the bottom of the list if the projects list extended passed the bottom of the browser without using the scroll wheel found on some pointing devices.
2. When creating a new project, you now have the option of inviting all members from an existing project to the new project. This option allows you to quickly add a set of users to a new project without having to manually invite them after creating the project.

What's Ahead
Our next release, which we are already hard at work on, will focus on major improvements to time tracking. Among the features being planned are:
1. a weekly timesheet that allows you to see the number of hours worked by team members for each project,
2. a single page from which you can quickly add time entries for different tasks without having to go to the detail page of each task,
3. a timer functionality so you don't have to manually track the amount of time you are spending on individual tasks,
4. and support for specifying rounding increments for time entries.

Thank you again for your continued support and we look forward to bringing you more exciting changes to make running your projects even easier!






We have added some exciting new features in the past few weeks that we want to make you aware of. We hope theses features will make it even easier for you to stay on top of all of your projects. Thanks again for your continued support.

Comments Report
We have added a comments report that allows you to quickly see all the comments that have been made across all of your projects. You can filter the report to see only comments for specific projects or for a specific time period. The report also includes a full-text search engine that will allow you to quickly see all the comments that match your search term. Like the message search, the search result will have your search term automatically highlighted for you.

Support for Viewing All Messages
You can now configure the messages section of your projects so that they can be viewed by either the project administrator, the company administrator, or by all team members. This is useful for projects where you want specific project members to be able to read all previously sent messages so that they can catch up on a project. You could achieve a similar effect previously by sending all messages to everyone in the project, but this had the drawback of everyone being notified about every new message even if it's not relevant to them. The new settings allow you to send messages only to the relevant project members but still allows you to review all previously sent project messages. 

For security reasons, messages sent before this feature is enabled will not appear in the "All Messages" list. For information on how to enable this feature, click the "Help" link and then on the "Message Settings" link.

Create Item Via Email Improvements
We have made it even easier for you to create items via email. You can now email or CC tasks@teamworklive.com, milestones@teamworklive.com, events@teamworklive.com, or documents@teamworklive.com from the email address used when signing up for TeamWork Live to create tasks, milestones, events, or documents respectively. You can continue to use your previous drop box address if you want but we think you will find these new addresses to be easier to remember. You can add the same keywords in the subject line of your email to specify the responsible user, due date, etc. for the created items. 

Color Code Project Calendars
You can now color-code the items in your project calendar by the project member that is responsible for them. Select "Responsible user" from the "Color code by" selection.

Filter "My Tasks" By Project
In addition to filtering your tasks by milestone, you can now filter the tasks in your "My Tasks" by project. This filter will hide tasks from other projects when you are working on a specific project.

Miscellaneous
1. We have improved the notification emails so it does a better job of highlighting the changes that were actually made.
2. You can now disable auto-archiving of completed items from your company preferences. This is useful if you want to keep previously completed items in your folders around for reference purposes.
3. The comment icon now tells you the date of the last comment when you move your cursor over it.



We would like to make you aware of the new features and enhancements that we have made to TeamWork Live for our summer release. We have been gradually releasing the features as we completed them so you have probably seen some of these changes already, but we want to make sure you are aware of all of them. 

Calendar Enhancements
You can now filter the project calendar so that it only shows items assigned to a specific project member. This allows you to quickly see the items for a project member in a particular project. 

Milestones/Tasks Enhancements
1. When deleting a milestone, you will now be asked if you want to also delete any associated tasks.
2. You can now reassign the responsible user from the bulk update milestones and bulk update tasks pages reached from the "My Milestones" and "My Tasks" sections. Previously, you could only reassign the responsible user when bulk updating from the milestones or tasks sections of a project workspace.

Messages/Comments Enhancements
1. You can now add links and embed external images into comments and messages.
2. When you move your cursor over "team" link for a message sent to the entire team, you will now be shown all the members of the project. This allows you to see who the message was sent to without having to leave the message section. You can also do the same in the message reply window.
3. Each conversation now has a "Link to conversation" under the "More" menu for the conversation. The link can be used to refer to the conversation from an email or another message.

Contacts Enhancements
You can now search your contacts from the contacts section using the contacts search box.

Recent Activity Enhancements
Project status changes will now be shown in the recent activity list.

Administration Enhancements
1. We have updated TWL so that company administrators are now be able to view all company projects, even if they are not a member of the project. Company administrators can access projects that they are not a member of from the company management page.
2. You can now assign someone else as the administrator when creating a project.

Preferences Enhancements
1. You can now configure TeamWork Live to send a confirmation email when it processes an item created via email. The confirmation email will detail how the email was processed, which is useful when you are trying to figure out why an email is not being processed as intended (i.e., an item is being created in the wrong project workspace).
2. We have added the ability to have TeamWork Live email a copy of messages you send to yourself. This allows you to retain an archival copy of the messages that you send from TeamWork Live, which can be important if you want to refer back to a message when you are no longer a member of the project (and therefore cannot access the message directly from TeamWork Live).

Miscellenous
1. We have added an upload progress bar that shows you the percentage of a file that has been uploaded, thereby allowing you to monitor the progress of your file upload.
2. On-hold items are now hidden from throughout the app (including your dashboard, your milestones and tasks lists, and from the reports).
3. The "Share this item" link for an item has been improved so that the link now incorporates the project name if it is a project item.

Thanks again for your continued support. We are working on some exciting features for the next release that we will announce in an upcoming post.








We would like to alert you some significant changes that we have made to TeamWork Live over the past 2 months. These changes are intended to simplify TeamWork Live—making it easier for new users to get started with it—and decrease confusion over how best to use certain features in TeamWork Live.

Reorganization of the Personal Workspace
The personal workspace has been one of the most problematic and confusing area for new users to TeamWork Live. While the features in the personal workspace were useful, calling it a "workspace" was confusing as it was functionally different from the project workspaces. For example, the calendar in the personal workspace shows all the calendar items for a user, while a project calendar only shows all calendar items for a project. New team members would often add tasks and documents to their personal workspace instead of a project workspace, which would cause problems because their team members would never see them.

As a result, we have reorganized the project workspace while still retaining the functionalities that made it useful. The following changes have been made:
1. The overview page for the personal workspace has been completely removed. The page was redundant with the dashboard.
2. The sections of the personal workspace are now accessible from a drop-down menu from the dashboard tab. This will remove their association with the "workspace" label so that users will not think that they are functionally similar to the corresponding sections in the project workspaces.
3. The sections have been renamed to make it clearer that they are for the current user only. For example, "Calendar" has been renamed to "My Calendar", "Folders" have been renamed to "My Folders", etc.

Membership Plan Changes
As part of the simplification process, we have decided to remove the per-user plans. Having both per-user and group plans was causing confusion. Additionally, we have learned that most administrators like to centralize management of their membership plans and that the per-user plans were too cumbersome. The per-user plans were mainly being used by people with 3-5 team members as there was a gap in the group plans for that team size.

To address the gap, we have decided to introduce a 5-person "Starter" plan for $39/month. This plan saves money for most of our per-user plan members, makes it easier for plan administrators to manage their users, and gives them access to the branding and customization features found in the other group plans. Users currently on the per-user plans can continue on them but they will no longer be available to new users.

Color Coding of "My Calendar" by Project
You can color-code your personal calendar by projects instead of by type and status (i.e., upcoming milestone, overdue task, etc.). To do so, select "Project" from the "Color calendar by" selection found below the calendar (see screen shot below). This view makes it easier for you to see which calendar entries are for which project.

Open Items Report Improvement
Now, when you sort the open items report by milestones, the tasks are grouped under their respective milestones to make it easier to see which tasks belong to which milestones.

Project Team
The invite team members window now only list users that are team members of yours in other projects. Likewise, the invite clients window only shows users that have been previously invited as clients in your other projects. This will make it less likely for users to invite people into the wrong role.

Thank you again for your continued support and we look forward to making TeamWork Live even more useful to you in the future.




Page: 1 2 3 4 5 6 | Next »
Share this folder: http://www.teamworklive.com/folder/teamwork_live/blog
Working...