TeamworkPM's Engine Room

Teamwork Project Manager  //  Online Project Management and Collaboration App. www.teamworkpm.net

Feb 29 / 11:53pm

Lockdown available for Tasks

Having answered a huge amount of feedback over the years, the release of this update fills me with great joy - I know from now on I will no longer have to tell people that you can't make a task private to just one user!

So from today you can make tasks private to individual users regardless of the company they are in. Gone is the "only private to the owner company" option. Now you are free to pick and choose who can see what within a project.

Working with multiple departments or even outsourced companies?  No problem. You can keep tasks private between you and one, or indeed, a handful, of them.

These screenshot show the new Lockdown feature. You can find it in the privacy tab when creating tasks. This gives you the power and freedom to specify exactly who can see the task.

 

It really is a thing of beauty!

(download)

Filed under  //  Tasks   updates  
Dec 8 / 12:01pm

Move or Copy a task list to another project

Feedback comes in waves. The same feature is requested time and time again usually in the same couple of weeks.

Moving task lists from one project to another is one of them. Yesterday we added this feature to Teamwork.

Moz-screenshot-232

No sooner was it released and the feedback started to pour in asking if it was possible to "Copy" the list instead of "Moving" it.

No problem. Today we rolled that feature out.

Moz-screenshot-231

This also has a hidden benefit that may not be apparent right away. In Teamwork you can save any task list as a template. This only saves the names of the tasks, the estimated time, the descriptions and the privacy. There are good technical reasons for this.

Now, as you can copy any task list to any project, you can have a project set up to act as a "Template" which you can use if you need to create a new list with all the people assigned, due dates assigned etc

Moz-screenshot-233

Hope this small but useful feature helps everyone! Send us a tweet and let us know what you think :-)

Filed under  //  New features   Tasks   copy   move   task lists   templates  
Dec 6 / 1:40pm

Quickly add tasks/milestones/projects from anywhere in your Teamwork Project Manager Account

Once you are in a project on Teamwork it's really easy to add tasks to the project. Sometimes though a phone call comes in from a client or you think of a task that needs to be added before you forget. This means browsing to the Project you want, clicking the tasks tab and finding the task list you want to add the task to.

By the time you've done that you may have forgotten what the task was!

One of the areas we really wanted to improve on this month was making it easier and faster to add tasks to your Teamwork account. Not just from within a project, but from any part of the app.

From today, you'll notice a new feature in the top right called Quick Add

Quick_add_1
Quick add enables you to quickly add Tasks, Milestones and Projects to your Teamwork account from anywhere. We started with the 3 most common items and over time we'll add more.

The most useful is the Quick add tasks. Over the last few months we've received countless emails and feedback messages from people who want a faster way of getting tasks in to Teamwork. The majority of people wanted to dump tasks in and deal with them later when they get time.

New_task
We started by putting the same Add Task form in the pop-up window but it didn't really speed things up. It was overkill for what the Quick Add feature was meant to accomplish. We went back to the drawing board.

Our second idea was to simply allow tasks to be entered one by one. As you add a task, the box clears and you can add another one. It worked but it was still not 100% of what we were trying to achieve.

Then we got it right. We thought of how easy it is to create multiple tasks by email. It's simple. Each task you want to create just goes on a new line in the email. We also had added the ability to assign the tasks to people, set a due date, set the priority and of course the privacy and notification options. This is what we wanted from the Quick Add feature.

When you open the Quick Add Tasks feature, there is a box where you type your tasks and a select tool to pick your project.

(download)
You don't have to pick a task list if you don't want to - we'll create a default list called Inbox. (You can pick an existing list if you want to but we don't force you to)

You can create 1 task or you can create 100 tasks. Each task just goes on a new line of the text box.

You can assign people to each task, set a due date and a priority - We added a quick help tooltip so you'll never forget how to do it.

Quickadd_tooltip

Lets look at some examples:

  • @dan [today] Write a blog post on the new Quick Add Feature
    • This will create a task called "Write a blog post on the new Quick Add Feature"
    • It will be due today
    • It will be assigned to Dan
  • [tomorrow] @sam @peter @dan Add an FAQ on the website about quick add items !!!
    • This will create a task called "Add an FAQ on the website about quick add items"
    • It will be due tomorrow
    • It will be assigned to Peter, Sam and Dan
    • It will be of High Priority
  • [25/12/2011] Answer any Christmas Day feedback
    • This will create a task called "Answer any Christmas Day feedback"
    • It will be assigned to "anyone"
    • It will be due on the 25th December 2011

The order of the items doesn't matter. We'll figure out the people, dates and priority no matter where in the task it appears

The @person is worked out by joining the firstname and the lastname of the user together and figuring it out

For example, my name in Teamwork is Daniel Mackey so any of the following would pick me out:

  • @dan
  • @daniel
  • @danielmac
  • @danielmackey

The dates just need to be in square brackets and you can use a real date such as [25/12/2011] (or [12/25/2011] if your date format is set to that) or you can use Today, Tomorrow, Next Week, Next Monday etc

So that's it. It's live now and we're really happy with it. Let us know what you think!

Filed under  //  Features   New features   Tasks  
Nov 25 / 3:07pm

Keep an eye on your workload with estimates on tasks.

As someone who was always responsible for quoting for new work back when we had a consultancy business, having a feature like our new Task Estimates would have really helped me gauge if I was quoting realistically for jobs and more importantly if we were making money on these projects.

There can sometimes be a massive gap between the time you quote for and the time you actually end up working....and it’s very rare that it’s in your favor.

We have been planning this new feature for quite a while and over the last 2 months in particular the amount of requests we received for this just grew and grew. This added to the motivation to push this feature up the Roadmap and to get it rolled out.

You now have the ability to add estimated time to a task. This feature will now really help you become even more organized. It will help you plot out the amount of time a project is going to take and for those of you that charge and quote by the hour this is going to become a vital tool.

Progress_tab
Now over time you will be able to compare the time you estimated to the actual time you logged on the project.

With this new feature comes some very nice new reporting extras. The new workload chart and the extended Task list time report.

Right, so how does this feature work?

When creating tasks you will have the option to add an estimated time. This is available in the new Progress tab. Enter in the hours and minutes you think it will take to complate the task and save.

We also added a quick way to add estimated time to tasks. On the task page you will notice a plus sign as you place your mouse over tasks. Click this to quickly add estimated time for that task.

(download)
Once you have estimates added to your tasks across your projects you can view our new Workload chat. A lot of you have been looking for this. This new chart shows you the amount of work that you and your team have on across all your projects between certain dates. If a few of you have 20 hours work to do in 8 hours you might need to split the work up a bit ;-)
(download)
You can also see from this workload chart the estimated time verses the actual time logged

The last report that has changed is the time report on a task list. If you run this you get a break down of the total time estimated, actual logged time and whats billable across all the tasks.

(download)

We really hope you enjoy this new feature and as always, if you have any feedback, please send it on.

Filed under  //  Features   Tasks   Time Tracking   estimates   reports   workload  
Jun 28 / 3:02pm

Drag and drop tasks across task lists

After many requests we have now added in the ability to drag a task from one list across into another.

Simpliy move your mouse curser over the task you wish to move. Click and hold on the up and down arrow at the front of the task and then drag this task across to the new task list you want it to be a part of. When you are happy with where the task is just release the mouse button.

You can also watch this short video to show you how it works.

You also have the option as well to drag tasks from a list and drop them directly onto a task list name on the left hand side as well. This works really well if you have a lot of task lists as it saves you scrolling up and down the page.

Drag_tasks_left

Filed under  //  New features   Tasks   news  
Apr 18 / 4:10pm

Task dependencies feature is now live!

Today is finally the day we release a feature that we have had on our roadmap for quite some time now, and boy is it a great feeling.

I have lost count of the amount of times people have requested this feature in the past and it was always hard to just say to them all, "it's on our roadmap, so we will be adding this in down the line." That's why it fills me with great joy to finally announce the full release of the new feature — "Task Dependences".

(pause for loud thunderous applause)

We have spent a large, huge incredibly massive amount of time working on making Dependencies powerful but incredibly easy-to-use and understand. One of the major issues we faced was deciding how to go about adding in this type of feature in — if it wasn't done correctly TeamworkPM would start to move us away from our vision: Project Management Made easy!

To make sure we stayed true to this statement we spent a a lot of time and drank large amounts of coffee debating, designing and re-designing every part of this new feature. We really hope you all enjoy the outcome...

 

So, how do you use task dependencies?

Well now when you click into the add a task section you will see for the first time a lightly greyed out link called more.  We did this to keep the interface as clean as possible and to avoid adding too much confusion to new users and well as users who don’t wish to use dependencies.

More_button

Once you click on the more link it will reveal the new Dependencies tab. To hide this tab again just click on "less" on the right hand side.
When you go ahead and add a task you will now have the option to make the task linked/dependent on other tasks within the task lists in the project.

In these screen shots I have my first task added in called "Design the new look".

Task_list

The second task on the list is, "Sign off on design", which I assigned to Dan.
I set up the task so Dan can’t start his task until my first task of "Design the new look" is completed.  A red stop sign appears in-front of his task to let him know that there is another task on the project holding him up.

These stop sign type icons allow you to quickly see what tasks can’t be completed because they are waiting on other tasks within the project to be completed first.

Task_cant_start

You will notice the last task on the list has a green stop sign in front of it. What this means is that the task can be started but can’t be completed until certain tasks are completed first.

Task_can_start

Below is a short video I have made to show you just how task dependencies actually works when you are using them; sometimes it’s a lot easier to see a feature in operation.

We are delighted to finally cross this one off the roadmap and we are really looking forward to hearing all your views on this new feature and hope you all enjoy using it!

Filed under  //  New features   Tasks  
Apr 15 / 2:22am

iPhone app sneak peek - part 2

The Task Editor

I was going to write a long post describing the new Task Editor.  But I figured a picture, or maybe two and a half thousand brief pictures, would make it all a whole lot easier.  So, I put together some screencasts instead.

 

Screencast 1 : Editing a Task

We'll the start the 'casts by looking at tasks, and in particular, editing. With the new layout, our goal was that after getting to the task screen, you shouldn't be forced to leave task screen.  So you get all of the information that you might need, but when you want to change something you simply do it right there, in place, and not on a separate edit screen.  

We didn't want to have a lot of clutter either.  So when you hit 'Edit', the things that should be edited get bigger and things that shouldn't be edited, disappear.  Just as it should be really.

We followed that up by allowing attributes of the task such as dates, priority and assignment, to be set not just with the normal tap, but also by swiping left or right. Now, a gesture like swipe is one of those things that you're better off seeing rather than reading - so take a look at the screencast to better understand just how quick it is to move the due date on a few days, or assign the task to yourself. Try it a few times and you'll soon find the new gestures becoming second nature. 

(download)

 

Screencast 2 : Creating a Task

All of the goodies from the Task Editor screen have been brought over to the Task Creator screen as well. So when you're hit by inspiration and you want to give yourself a task to complete today it becomes as simple as:

  1. Enter the title, 
  2. Swipe once on "Assigned To" 
  3. Swipe once on "Due Date" 
  4. … and 4? there is no Step 4! :)

Also in the second screencast you'll notice that the new layout displays any comments attached to the task.  New comments can be added and individuals in the company notified.  Judging by the feedback we've had, this alone is something that will make quite a few of you happy!

(download)

 

That's it, hope you like it, and as usual let us know what you think about the changes.

      Mike.

 

Filed under  //  Tasks   UI   gestures   iPhone   ios  
Feb 11 / 1:51pm

We added some cool things this week based on feedback

It's my favourite time of the week again - update time!

Based on lots of feedback and suggestions (some old, some new) we have knocked a few items on the head and rolled them out live.

What's new?

  • Calendar: If the event end date is past the current time of day we now slightly grey the event title and time so you can focus on what's next
  • Calendar: A very popular request was the ability to see tasks per day on the calendar without having to click off to another page. We have now added this ability by hovering your mouse over the task count for the day.
  • Tasks: If you hover over the time icon on a task we now pop-up a little tool tip showing you how much time has been logged so far

    Moz-screenshot-134
  • All Time: Custom report now has the option to pick an arbitrary number of projects to run the report against all grouped nicely by Company
    Moz-screenshot-135
  • Project Name: Some people have the same project name for multiple projects but for different company's. We now list the company name next to the project name where the project name may be ambiguous
  • Time: You can now associate time entries with a task in the Time tab. Previously, you had to log the time from the Task options menu. We added this for new time entries and when you edit a time entry.
  • Resources: We added a sort option (Sort by either date added or name)
    Moz-screenshot-137

  • Project Report: If Start and End dates are set on a project we also include them in the project report

What's fixed?
  • Backup download link in Internet Explorer wasn't working
  • Milestones were missing in some backups for some users
  • We added a handy new rule for Teamwork sites that used to be SSL but are now Custom Domains. Users no longer get presented with an SSL error.
  • Basecamp Import: There was some funkiness happening with some imports which has now been resolved
  • We improved the display of the Project Report late items when they are late due to a Milestone being late
  • We now remember the person picked in the Time filter to make it easier when filtering to edit time entries.
  • We darkened the "Un-Pinned" task list icon so it is more visible on the majority of screens
  • Recurring Events in the calendar got a lot of love and work 100% now. We had a slight calculation error that caused many of our customers to get grey hair...
Thanks to everyone who sent us Feedback and Suggestions! We have some more on the way that didn't make it into this release!
Filed under  //  Dan   Features   Tasks   bug fixes   calendar   reports   updates  
Dec 9 / 4:07am

Desktop Timer App on the way

(download)

For the last few weeks I've been busy working on our first Desktop app for Teamwork to make logging time faster and easier.

Using the web app, you can only have one active timer running at any one time. This was by design. We wanted an easy to use tool within the app to help people measure the time spent they spent working on a task or project.

As Teamwork is used by a multitude of different businesses and teams, we wanted to also offer a more advanced, flexible and feature rich add-on using the API that could benefit from technologies not available to a web app. Features such as minimizing to the System Tray (on Windows) or the Dock (on Mac), auto-pause when the computer is idle (and resume when user is active again), multiple account support (for people jumping between Teamwork accounts), multiple timers etc

In the first version due to be released in late December or early January the following will be available:

- Multiple timers and fast switching between them
- Select your Teamwork projects
- Optionally choose a task from the current project
- Auto-Pause and Resume when the computer is idle. You can decide how long the threshold is in the settings.
- Always on top of all other windows setting
- Minimize App to tray or dock
- Automatic saving/loading of timers when app loads or quits
- Edit/Add/Delete timers
- Pause/Resume timers
- Log time to your Teamwork account

I built the app using AIR and Flex so this is going to be a cross-platform app for Windows, Mac and Linux.

The API must be enabled for your user account in Teamwork to be able to log time.

Future plans include the ability to update your Teamwork status from within the app. We have some changes to make first to the way Status messages work in the main web app and this Desktop version will compliment the planned changes nicely.

Dan.

Filed under  //  API   App   Beta   Desktop   Multiple Timers   Tasks   Time Tracking   Timer  

Posted from Langkawi, Malaysia

May 18 / 1:59pm

Brainwave time : comments welcome while this is in concept phase

I am in the middle of a project right now that has quite a few external users sending documents and instructions to me. The problem is that they are posting everything as messages and not assigning tasks to anyone.

This makes things extremely hard to process and delegate. This made me think back to a few Feature Requests from people that requested we add a feature to create a task from a message. At the time I thought they were crazy! Why would you want to do that? Now I understand....

It's early days and the idea is only slowly forming in my mind so I'd appreciate your comments on the best way to implement this.

Moz-screenshot-50

These are my current thoughts:

  • You go into the messages section and view the message that was written
  • A button is somewhere on the interface Create Task from this Message (Obviously shorter....)
  • Clicking this button now needs to do the following:
    • Create the task - We could use the Subject of the message as the task name
    • Description : I don't like the idea of putting the body of the message as the task description as some messages are verbal diarrhea
    • Comments : This may be better. Add comments to the task from the message (A message could have some replies)
    • Files : Any files will be linked to the task
    • Assigned to : Pick from a list (or multiple people)
    • Due Date : Pick a date (or not)
    • Task List : Pick from a list of existing task lists
So, the above seems fine and do-able. The next bit is tricky, what do we do with the existing message? In an ideal world, we would have the ability to archive the message.

Most of the time the problem is that the person added a message when in fact they meant a task so it may be Ok to delete the message once the task is created. OR We link the task to the message.....not sure yet which is the best way. Linking a task to a message would be more work for us and complicate things a bit....(remember, we have to now think of the API so extra functionality needs to be approached carefully)

Do you think this feature would be useful? Would you use it? Let us know in the comments.....

Dan.

Filed under  //  Dan   Ideas   Messages   Tasks