TeamworkPM’s Engine Room

When we started out this year we made a decision that it would be the year of integrations with other apps. So far we have really stuck to this. This year you have seen some really useful systems linked to TeamworkPM such as Dropbox, Freshbooks, Google Docs, Harvest Blinksale, QuickBooks Online and now box.com.

For those of you who have already used Dropbox with TeamworkPM, box.com works in pretty much the same way. You select your top level box.com folder to add to your TeamworkPM account and then for each project you select both the folder and set the users that you want to have access to your box.com ffiles on that project.

Adding and removing access is dead simple. All the controls for each individual project are handled within each project's Settings page.

If you already use box.com within your business to handle large files and to share files with clients and work mates, having box.com now fully integrated into your TeamworkPM account is going to make managing and running your projects even more useful and efficient.

So how do you hook box.com into your account?

The first requirement is that you are using a Business 2, Corporate or Enterprise account.
Next you need to click on Settings->Site Settings and choose Integrations. Scroll down to the box.com section and authenticate your box.com account. Once authenticated you need to select your top lever folder to use within your TeamworkPM account. No user can browse above this top level root folder so choose wisely.

box.com is all set up and ready to attach to projects. Browse to a project where you would like to have access to box.com. Go the  Project Settings page and again scroll to the bottom where you will see all the box.com options.

The settings here let you turn on or off box.com on the project. You also pick the Box folder you wish to be use for the project and you also choose who you wish to have access to Box on this current project.

Once you have done this you will now have the option to attach files from your box.com account to tasks, comment and the files section within your projects.

It’s all pretty straight forward and easy to use. As with all our new features we hope you love this new addition and as always any feedback or questions you may have please let us know.

This month seemed to fly by but again we managed to get a whole load of new features and tweaks into the application to make TeamworkPM even better!

The big ticket items this month were:

• box.com integration
• Quickbooks online integration
• Speed enhancements to the whole application
• The trash can
• Updates to moving milestones

Updates

• Update Tasks by email/Quickadd: Added ability to add a task description by putting the description in curly braces ie:{this is a description}
• UI Calendar - month picker improved
• Can set privacy on items - new project permission. Adds ability to disable users from setting Privacy on items
• Can now login with your username OR email address
• Update Login: IE9 running in compatability mode: Added new link to our FAQ on how to force IE9 out of compatability mode (http://www.teamworkpm.net/technicalfaqs?#q187)
• Update Notebooks: Added "Print" option directly in to Notebook Options menu
• UI Lightbox appear/hide effects for modern browsers
• UI Most CSS loaded initially instead of on-demand - no flicker
• UI iPad sidebar icon - toggle siderbar on/off 
• UI Replaced transparent png curves with border-radius - IE678 still use transparent png method
• UI User project permissions - Improved interface - collapsed view - new permission - nicer header
• UI Improvements to Templates page of settings
• UI Changed the old  "New project message categories" editor to use Category Manager:
• Update Companies: Edit Company: Auto-populate current users country code to make editing faster
• Added "invoiceno" to time.xml
• New Caching System
• Update Trial Notification Emails: Improved layout and readability
• Basecamp Import Update to strip escaped html tags from task comments (This is working over-time ;-))
• Reordering task lists - need to hide the "Edit" option on the Task List header
• Update Notebooks: Improved styling and added css for code blocks
• Tasks Added Pagination to completed tasks
• Optimization Login page loads faster - unnecessary scripts skipped.
• Improvement to Move Task process
• Update Tasks: Added title tip showing the complete due date of a task to compliment the text friendly due date
• Update Task Lists: Sort: Added new sort method "Sort by date created"
• Comments - don't notify self with all
• Update Project Report: Changed "Upcoming (7 days)" to "Upcoming (within 7 days)" to clarify any confusion in wording
• Update Files: Editing file details now puts full file details and download link in notification email
• id=pageTitle added to page titles - needed for pushState update "."
• Update Tasks by email: If mail client adds "<no subject>" to the email remove it for adding multiple tasks
• Update Milestones: Add day to Milestone badge to easily see what day the milestone is due on
• Update Milestones: Added new option when shifting milestones so you can adjust by the same number of days but the due date is kept off Saturday's and Sundays
• Update Milestones: Remember the method of date calculation picked for each user
• Google Docs Removed Table and Form as documents that can be created (Google Docs API doesn't support it yet)
• Update Email Notifications: Removed replyByEmail identifier from subject {tw.XX.XXXX}
• Update Google Docs: Relax restriction on who can set Access Rights when linking documents in to project ("Who can browse" setting covers this)
• UI Enabled pushState support on "All comments" page
• UI Enabled pushState support on "All time" page
• UI Enabled pushState support on "Workload" page
• UI Enabled pushState support on "Calendar" page
• UI Enabled pushState support on "Statuses" page
• UI Enabled pushState support on "People" page
• Push state support for "Projects" page
• More robust javascript lib loading - callback fires if script already loaded
• Box Integration: Better handling of thumbnails if file is renamed in Teamwork file listing
• Update Box.com oAuth Callback complete
• Update Dropbox: Added ability to create folders on Dropbox from within Teamwork Dropbox browser
• UI pushState supported added to "All Messages"
• UI pushState support added for "All milestones" page
• PushState support for "All completed tasks" page
• Merged project and dashboard headers
• Update Settings: Added new section to set default user that emailed tasks/messages are posted from if we can't match a sender email address to a user on the project
• Update Notebooks: Swapped position of indent/outdent buttons on editor toolbar
• pushStateProject to dashboard level - hide project nav and change to top level header
• Dashboard pushState working nicely
• Update Email Dropbox: Added ability to match users by name and auto-populate alternative email addresses
• Update Email Dropbox: Added ability to set a default user as the poster if we can't match a sending user by email address
• New Error report and silent error report format
• Update Messages/Tasks by email: Added extra code to check for forward addresses to match back to users on a project
• Calendar iCal: Added new parameter &limit=X to limit feed events to X number of days ahead
• Optimization PushState - ajax loading of project content from top level
• Update Google Docs: If file is renamed in Google Docs and linked in again, update the file name in TWPM Reference
• Files Can't drag and drop files in to categories anymore
• privateInfo ripped out of activity log – mp longer made sense with lockdown user-specific privacy
• Update: Soft delete of tasklist templates
• Update If time is logged on the Everything->All Time page, the report is regenerated
• Update: Added ability to get comments on a file without having to pass fileVersionId
• Added email-alt-1/2/3 field to PUT & POST people calls
• Update API: Validate user via temporary password sent in forgotten password email also
• api added alt email addresses to GET people api calls
• Fix for API passwords with semi-colons.
• Fix Billing: Items not loading (Time logs and Invoices)
• Can't unattach files from tasks
• Fixed Daily Report: Logo images that have a "+" should encoded to %20 instead of %2b
• Fixed: Reorder task lists should not show on sidebar
• Fixed: Search: Tasks associated with a deleted task list are returned by search
• Fixed: New project URL rules break viewing messages
• Gantt chart export fix for non-utf8 task names 

This month it's been all about behind the scenes updates and working on tweaks to current features. It's also been another month of integations and this month it's a big one with our Google Docs integration. This is now ready and available to hook into your TeamworkPM account if you are on the Business 1, Business2, Corporate or Enterprise plans.

Features/Updates

• Notebooks: Added the ability to copy a notebook from one project to another
• Dropbox: Added new feature so you can create a Shareable Link that can be emailed to people
• UI Themes updates (about time!)
• UI Project category listed on "Project overview" page
• UI Milestone delete animation added
• UI Prettier calendar
• UI Milestone improvements
• UI Improvements on User Statuses to match new comment listing style
• UI Comments/Messages: Attachments: Improved the layout of this. My eyes were bleeding looking at what we had
• UI Cleaned up style of View Pages for Tasks, Milestones, File and Resources
• Notify picker improved - "Everybody" option checks on everyone
• Comments: Added confirmation if you post a comment and have not selected people to notify
• Comments: Added link to close comments thread when inline
• Invoices : Updates to subscription receipts
• UI When you select privacy on Comments, Notebooks, Resources and Files; we now automatically select to notify "Everybody possible".
• Lockdown/Notify When privacy is set to at least one person or company, set Notify to all
• Speeeeeed push states - overview and tasks so far
• Push state support for "risk register"
• Push state - sidebar shows dynamically
• Push state supports for "notebook view" and "notebook categories"
• Push state supports for "notebooks"
• Push state supports for "task list view" and "time" view
• Update Project Report: Added in "Created Date" for tasks
• Added a confirmation if you try and send a message or reply and you haven't notified anyone
• Update Project Switcher: Match on company name associated with projects
• Update Search: Added in ability to search for projects associated with a company
• Optimization CSS/JS compiled in developer mode - static files for production
• Optimization Task page loads task lists dynamically with smart caching
• Update Everything: All Time: Added ability to edit time logs from this view
• Everything All Tasks: Retired old version of All Tasks page
• Update Task Lists: Reassign: Added in an option to pick whose tasks to reassign to another person
• Tech: Improved efficiency for Milestone listing
• Update Tasks Report: Excel: Add "Assigned To" column
• Update Tasks Report: Excel: Convert total mins to hours and mins for Billable and Non-Billable time logged
• Comments Added back in slurry green colour for comments posted by current user

Bug Fixes

• Billing not loading properly every time
• eTags were not being served for main content areas
• Item selected in billing displays above sceen on billing page with large items list
• Privacy not cleared on activity page when cleared on task
• Fixed issue with project new categories not showing up in select options
• Dropbox caching selection mode without (when using pushState)
• Clicking through to a project for the first time requires reload
• Dashboard/Project Overview: Fixed duplicate entries for people in owner company but not Administrators
• Messages: Added DISTINCT when looking up the number of people notified on a message or reply
• Everything: All Tasks: Inherited private tasks not showing for users who were not admins
• Comments: Markdown preview not firing
• Notebook Category Manager: Sleep deprivation induced typo
• Update Google Docs: Handle situations where refresh token is expired
• Log Time: Fix for possible NaN values
• Update Reply by email: Fix put in place when mail parse exception occurs. 

 

As great as it is to release and work on new features it's still really important for us to keep looking for more ways to improve and refine the current features of Teamwork. We are always looking out for ways to improve the user experience and user interface. This month we have rolled out quite a few updates to the UI to make Teamwork easier and more intuitive to use.

Project Category displayed on the project overview

The Category a project is part of not showing anywhere on the actual project overview is something we have heard many times from users through feedback. This month Peter finally got the chance to fix this. The project category is now displayed on the project overview for users who are part of the Owner Company.

Milestone listing and layout updates

This month has also seen a lot of tidying up done to the milestone listings within a project. We have removed the eye hurting bright bar and placed the colour into the milestone date display which lets you know if the milestone is late, upcoming or completed.

The milestone images and text here have also been improved to make them clearer and easier to read. We compacted some wasted space and also introduced more proportioned margins. 

Comment listing and layout updates

We have also given a lick of paint to the comments to make them more pleasing to the eye. You will also notice we have added a very handy hide comment link as well to quickly collapse the comments when they are opened inline from an item such as a task, milestone, file or resource.

The highlight for comments written by you is also subtler and we compacted the Add Comment form until you require it. Any attachments on the comments (and in messages) also got some love and attention.

Task List updates

We standardized the UI for Adding and Editing Task Lists. We had 2 different views when Adding or Editing and we've corrected this. We also added a small but very handy update so Milestones can be created when you are adding a Task List. Now when you create a new task list you have the option to also create a new Milestone directly from the task list creation area instead of having to jump to Milestones, create a milestone and jump back to add the Task List.

Even though it's a slightly shorter month we haven't held back on the amount of updates we got out this month and that's not counting the mother of all updates : Lockdown.

We really hope you find these updates help you be more productive and allow you to manage your projects just the way to want. As always we are open to feedback and if you have any other ideas on new features or comments on current ones please let us know.

Key features rolled out in February.

Lockdown for tasks.

Lockdown for Notebooks.

Lockdown for Messages and files.

New calendar for Teamwork Mobile

 

Small Ticket Items

• Comments update
• Sites Switch Uses cache, shows loader image and displays installation favicon.
• Messages If the word attach is in message body when no files are attached; prompt the user.
• Return results which contain the search term within the title ahead of the rest.
• Dashboard Increase number of Late/Upcoming milestones shown from 15 to 50
• Companies Deleting a company should mark all users in that company as deleted
• Subscription Page Type changed "your" to "you"
• Companies Improve search so "St Johns" will match companies with "St Johns XYZ.."
• Update People: Import: Check to see if user is already in the system and not deleted
• Update Copy Project: Project Settings now copied to target project
• Update Project Chart: Improved "scale" when min date and max date fall within same year
• Update When uploading a new version of file, display the original file's name for reference
• Update Milestones: Allow a person to complete a milestone if they are assigned to it even if they don't have Add/Edit Milestones permission
• Update Tasks: Report: Added in Completed Date to Excel report
• Update Dropbox: Added new option to get a permanent shareable link for a Dropbox file that can be emailed to people or sent to someone without having to have a Teamwork account
• Update Quick Add: Remember last project used when adding a task for next time to speed things up for user
• Update Workaround for .xlsx file viewing in IE
• Update All Completed Tasks: Add option to filter by "Completed between dates" or "Due between dates"
• Update All Completed Tasks: Changed date chooser to Date Picker control instead of selects
• Update Everything: All Completed Tasks: Added new option to filter by either "Compelted by" or "Assigned to"
• Update Comments: Show a hover on number of people notified to show who received an email notification
• Update Resources: Add ability to copy resources from one project to another
• Update Dashboard: Activity: Yesterday not highlighted like Project Overview Activity
• Update Dashboard: Limit Late/Upcoming Milestones to 15 records and display message showing count of others
• People & Companies Fix clipping issues - long company names
• UI Messages - category picker uses new drop-picker interface style
• UI Sidebar - Completed task lists limit to 10 items with "more" option
• UI  Task Lists: Reorder: Added "drag handle" to make it more obvious that they can be reordered by dragging/dropping
• Optimization All tasks new version now uses eTags

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!

When we started working on the Lockdown feature we often found that we also wanted to keep certain notebooks private - we'd use them for storing passwords and sharing sensitve data within a project. So we decided that Notebooks too should get the same Lockdown teatment.

Once that was decided we were able to bring the same new streamlined interface to Notebooks.  As you can see from the screenshots - gone are the old tabs which hid important information.  Instead, everything you need to see is visible at a glance.

Lockdown now enables you to pick exactly who will be able to view the notebook - previously you could only make it private within the owner company.  Just think of the huge flexability this offers.

And finally, as with Lockdown on messages and files, once the notebook is published placing your mouse over the lock icon will show exactly who is allowed to view the notebook.

Over the years, one of the most requested features has been the ability to mark a message and it's attached files as private - visible only to a select group of people.  This becomes especially important as more third party companies are added to a project.  We would have loved this ourselves when working on client projects back in the day!

 

We call it Lockdown and with todays update this feature is now available in all of your projects.

 

It doesn't end there though. While we were at it, we gave the interface a make over as well. We removed the clutter and brought the most important information within easy reach.  To see what we mean, take a look at the first screen shot below.  It's taken from the old tabbed interface which hid away some key properties.  Now look at the second screenshot, notice how privacy and notify are both fully visible and instantly available.

 

It's with this new interface that Lockdown feature really shines. Take a look at the trio of screenshots below.  The first is of our old way of doing things; you only had the option to make a message either public or private within the owner company. The second and third screenshot show the new lockdown feature; you can choose exactly who is allowed to view the message, regardless of what company they belong to.

 

Notify, too, works exactly as you'd expect - it won't allow you to notify people who shouldn't see the message.

 

Don't worry, once you've published the message you can always double check exactly who has permission to see it - simply hover over the lock icon.

 

As always we really hope you love this update and if you have any questions or feedback please let us know.

The ability to see comments across all your projects in one place was a feature we had been discussing at TeamworkPM HQ for a while, but as you can all see from our roadmap, there is always a lot on, so this feature kept getting pushed out.

Last week, after Dan had a long conversations with a customer, he decided to dedicate a few days to finally get the All Comments feature built and out the door.

For people who have lots of projects on the go, and who receive a lot of emails a day. You guys are really going to love this update to the Everything section. We have added a new tab within the Everything link called, All Comments. This new section allows you to view all comments across all projects to which you have access to, in one place.
There are also a nice selection of filters to help you narrow things down so you can just focus on the information you are looking for.

You also have the option to jump directly into any project by clicking on the project name. You can link directly to the task or file the comment was placed on as well using the first link. We have also built in tool tips as well on the first link. Placing your mouse over this link will display more information about the task, file etc. without having the leave the page.

As always we hope you find this new feature really helpful and if you have any feedback on this or any other areas please let us know.