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Group Projects By Clients, Daily Status Report, and Recent Projects

updated on March 1, 2011 by TeamWork Live
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.




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