Teamwork Projects Adds a Powerful Project Overview

Posted   Product News

It’s been a year of change for Teamwork Projects, and that means better features for you. We’re especially proud of one update that we think is going to change the way you work by providing metrics and an overview of a project’s status. Let us introduce an amazing feature: the Project Summary.  

Before this feature was added, team members had no way of creating a useful, high-level overview on a project without hunting for detailed data and adding it piece by piece to a report that had to be professional and completely accurate.

Now, the Project Summary allows any person on the project access to the high-level metrics they need to monitor a project, add information and reach out to other individuals to ask questions or retrieve data.

Let’s take a look at some of the main features.

Task and Milestone Charts

With the new task and milestone charts you can quickly identify delays in a project and take action on items that are falling behind. You can see the whole picture in one glance, then click on any element to get more details in a quick view window.

Check in on which tasks are late, due today, upcoming, have no dates set and even tasks that have started but which have no due date. You can see this for all tasks on the project or specific tasks that you can set via the settings button (Options > Summary Settings). Similarly, you can see a full breakdown of late and upcoming milestones as well as milestones that are due today.

Project Summary

Digest

Excuse us while we geek out for a moment and tell you how the Digest has made our lives  a whole lot easier. The Digest has become an important element for our managers and team leads to see tasks created and completed over the course of each day. All unread comments, messages and upcoming events also make it onto the Digest.

Project Summary

This is an excellent place to get a lot of information, especially for those days when you can’t be interrupted. If you don’t get around to reading a comment or a message, you no longer have to traipse through emails or push notifications in search for it. Just go to the Digest, and it’s all there. You can even choose to see only unread messages and comments that are important to you.

Time

The Project Summary feature now gives you an immediate overview of time logged on a project as well as estimated time on active tasks. You can quickly see the amount of billed and unbilled time, as well as billable and non-billable hours on a project. You can filter the time by days and months etc. or an individual’s time by applying the filter in the project summary settings.

time

Breakdown

This is another one of our favourites here at Teamwork HQ. Breakdown delivers exactly what it promises — a percent breakdown of which tasks are being handled by which people on the project.

Project Summary

But wait, there’s more! Click on any member of the project and their list of tasks will instantly pop up. You can then sort these tasks by due date, start date, priority and more, or even choose to bulk edit these tasks. You can also expand the Breakdown, and if you think one person might be carrying too much of the load, you can easily drag and drop tasks to someone else. It’s a thing of beauty.

Popular Tags

With this feature you can easily identify workflows within a project. By clicking on any one of the listed tags within the Project Summary, a list of tasks with that tag will appear. Just like the Breakdown, you can sort or choose to bulk edit any of these tasks.

Project Summary

Project Trend

The Project Trend lets you quickly analyze a project’s progress over the last 30 days using graphs for completed tasks, remaining tasks and overall activity. Over time, the project trend should show a steady increase in tasks completed and a decrease in remaining tasks–something that is particularly useful for short-term projects.

Project Summary

People

At the bottom of your Project Summary, you will see a list of everyone on the project. You can filter by users, observers or contacts. By clicking on any one of these, you will be able to add people and manage observers.  

Teamwork Projects - Project Summary

 

We’ve built in the option of selecting  individuals, giving you a quick way to view their specific activity on that project, including active and completed tasks, logged time and any comments they have added on the project.

Project Quick View

To get a summary of a particular project, go to “card view” in the projects tab and press “v.” A quick view of the summary will open right up. You can also click on the quick view icon in the list view, which lets you instantly check in on a project without ever having to leave the list of projects.

Project Summary Settings

Find the Project Summary Settings through the options button on the right hand side of the overview page.  Here you can customize your summary results to show the milestone and task progress of a specific person. You can also filter by time, time range or events.

Project Summary

It’s important to manage these settings this so you’re really getting as much benefit as possible out of your project summary. Feel free to experiment with them because you can adjust these anytime you want depending on the information you’re trying to capture. We made an intro video to help you discover this great feature. Check it out below or view this article from our Help Docs site. 

The Project Summary is just one of the dozens of new features we added to Teamwork Projects in 2016, and we can’t wait to hear your feedback on it.
Your comments have helped drive some of the most important updates of 2016 and given us direction for 2017. Send us an email at support@teamwork.com with your input. Happy Holidays!

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89 Comments

declan

Nice. You guys are awesome.
A big ask I know but is there any chance you will be building a CRM?
Would love to have one built in and make it even more complete.

Reply
Leanne King

Hi Declan,

Really appreciate that. I can neither confirm nor deny the CRM 😉 But, if we were about to start a spec on a new product and that product was a CRM we’d love to know what you’d find useful in one? 🙂

Leanne

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Ashan

Initial thoughts on this:
-Import tool from some of the major CRMs to get up and running fast
-The database of contacts & companies between projects and the CRM is linked
-Intuitive way to risk the funnel and add custom attributes to opportunities that can be tracked in a dashboard.
-Opportunities that are won have a migration tool to create the appropriate project with all of the generated data from the opportunity (client logo, project name, project value, sales lead is automatically added as an observer…)

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JJ Sereday

+1 for a Teamwork CRM… with focuses on client/contact/calendar syncing with outlook/gmail, smart context (similar to Cloze.com) and the ability to better integrate directly with outlook/gmail (esp outlook for mac). Potentially including proposal/job costings/budgeting link with Xero/Quickbooks.

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Denny Basham

+1 for Teamwork CRM. We love how integrated Teamwork Projects and Desk are so CRM would be the icing on the cake! We are definitely ready to dump Insightly.

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Leanne King

Hi Denny,

Thanks for the comment. I’d love to know more about what you’d like to have in a CRM?! Feel free to share your thoughts 🙂

Leanne

andy fritts

CRM would be great or at least an integration into another, like zoho, nutshell or even salesforce. Would also be nice to have the ability to create project estimates that could be sent to clients.

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Leanne King

Hi Andy,

Thanks for the feedback. Will pass it along to the team.

Merry Christmas,

Leanne

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Leanne King

Hi Jeremi,

So glad you like this feature.

We’re not there just yet but we’re in the process of creating a spec for our new dashboard and we’re hoping to add something like this to it. If there’s something you’d like to see in a dashboard we’d love to hear about it 🙂

Leanne

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Jim Robinson

Good idea. I would like to see a more top level all projects management view/report. Something I can use to regularly check the status of all the projects being worked on by our staff.

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Lisa

I also would like a full overview of all projects like Jeremi. For us, being able to see all gantt charts at one time would be a big help. Just so we ensure we are not double, triple booking workloads by week.

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Sam

I agree with the other comments. A workaround, albeit tedious, is that I’ve had to create an internal project and list all of the other project tasks within that internal project so I manage my team’s workload; this created duplication of tracking tasks from my end. If we had a high-level dashboard view like this for all projects, it would greatly reduce the extra work in managing both client projects as well as tracking internal workload.

Great work on the dashboard!

Reply
Leanne King

Hi Lisa,

Thanks for taking the time to comment. We’re working on it 🙂

Leanne

Yngve

I just want to say that the project summery is fantastic! Thanks. And to the other comments here wanting an summery over all projects, I agree. We have 58 active projects running currently in our organization and the team members are often involved (more or less) in half of them. An overview to see the big picture would have been incredible useful for both the administration and for the team members.

Adrian Kerr

Hi Daniel,

You are another vote on the wish list here 🙂 Keep them coming.

Best regards,

Adrian

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Mike

Samesies, an overall overview would be great – especially if we could break it down by project tags so departments could have their own high level views.

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Chris

Completely agree on this as well. This is a much needed feature and would / could give teamworkpm another notch in the “look what teamworkpm can do out of the box vs. this other product” column.

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Sol

Great new release. This one looks like a giant leap forward.
Just one question for now:
Is it possible to see an overview summary on the account level, not just the project level?
That would be super useful to us.

Reply
Leanne King

Hi Sol,

Glad you like it. It’s not possible to see an overview on account level just yet. We’re currently working on a spec for our new dashboard though which will contain more cross project metrics and we’re hoping to work in an overview summary, we’ve just got to figure it out 🙂 Anything else you would find useful on a dashboard? We’d love to hear your suggestions.

Leanne

Reply
Joe

Sol’s comment and the reply both are hinting at account-wide Gantt charting. I think that kind of feature set for both projects and people is long overdue. For those of us looking to have a more agile framework the workload feature is good… but w/out knowing how projects are interacting with one another it is only a small piece of the puzzle. Hoping this new dashboard is part of the 2017 product roadmap, can’t wait to see it!

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Alex M.

I love teamwork projects but I was quite disappointed with this update.

For whatever reason, it is now impossible to display started tasks with due dates set.
It is, however, possible to display started tasks with NO due dates set. Or at least that’s what ‘Started’ seems to mean now.

Circle charts for task types idea seems kinda gimmicky and I see almost no merit to it and the whole overview page now seems overloaded with rarely used statistics.
Project Summary Settings offers very little customizations options to remedy that.

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Alex M.

Thank you for the reply.

I’ve contacted support on Dec 19 to clarify whether this was an actual feature or a bug.
Surprisingly and disappointingly it seems to be a feature although the person I contacted agreed with my definition of Started tasks.

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Daniel Mackey

Hi Alex,

Thanks for your feedback while you use this new feature. We’ve made an update today to add a new Preference to the Summary Settings to control how you’d like tasks to be displayed under Today/Upcoming/Late.

If you toggle on “Use start dates for “Today’s Task’s” then the Today/Upcoming/Late will factor the start dates just like the old sub-tabs used to and remove the Started Tasks section. This means that a task with a start date before today would show up on the Today section and a task with a start date before today and a due date in the future would also be considered for Today.

Hope this helps,
Dan.

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Alex M.

Somehow it took a few days for the feature to actually appear but it’s here now and it seems to be working Ok.
Thank you.

Alan Bawden

it would, however, be useful if the bulk edit function allowed you to edit the Reassign section.

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Conor Higgins

Hi Alan,

I’m glad you’re enjoying the new feature. In response to the bulk edit question – this is something that I’m currently trying to figure out properly. There are concerns over bulk editing and assigning private tasks and sub tasks and doing it in an efficient way. It might be possible to allow this to happen in some places and not others but I am definitely looking at adding much more power to that feature in the near future.

All suggestions welcome 😉

Conor

Reply
Conor Higgins

Hi Sabrina,

good to hear. If you’ve got any suggestions please feel free to send them our way.

Conor

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Anna

Love the new project dashboards. Add me as +1 for the idea of having something similar to show all my tasks, across projects, in a graphical overview. I’d like to see which projects I have tasks in (active, upcoming, overdue, etc.). One place to see all my tasks at a glance, without having to comb through a long list, would be SO helpful.

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Melody MacKeand

Really excited to see this update! Dashboard/overviews are so incredibly helpful!

A few questions/comments on the Summary Page:

1) Is there a plan for updating the “Announcement” function? The UI for Teamwork is so clean, but that legal yellow notepad style design really doesn’t fit the clean aesthetic. Ideally there would be a blank space available at the top of the Summary view to allow us to be able to put critical project information. A centralized location from critical information is currently lacking, outside of the Announcement function, but the Announcement function doesn’t link URLs. For our organization we would include information like, the core project team, critical links, etc.

2) It seems like the pie chart and bar chart might not be pulling data correctly? For instance, we have 5 late and 1 upcoming task for a current project. The pie chart is showing those 6 tasks as a complete circle, but that is not a helpful nor accurate view. Pie charts should be conveying parts of a whole, not some parts. If this were to be accurate, it would need to show all 47 tasks (assuming most aren’t visible since they don’t fall under the requirements for “Upcoming” though there should then be a category that they can all fit under) with the 5 late and 1 upcoming as parts of the whole. So that view would show of the 47 tasks remaining to complete this project, 5 are overdue. The current view isn’t helpful.

In terms of the bar chart, i’m not sure what it is conveying. Is that percentage of the project that has been completed based on the total number of tasks? I am all for clean, simple data visualization but without any labels it doesn’t serve a purpose.

3) Is there a plan to allow for more customization of this page? The settings have very little options, but ideally we would be able to customize the page to include the metrics that are needed for our organization. Meaning, I could remove the Billable time portion as we don’t use that. Understanding that this would be more complex as the sections would need to be on a grid system that would allow for removal of sections but would be a wonderful feature!

4) Could you provide some clarity surrounding the Project Trend graph? The description above mentions that it should show completed tasks, remaining tasks, and overall activity. I’m seeing the red line as activity, but i’m having difficulty understanding the green/blue lines. I’m also seeing that if I hover over the green/blue lines for a certain date, the completed tasks quantity changes but the remaining tasks does not, which wouldn’t make sense as the remaining tasks quantity should decrease as the completed tasks quantity increases. I also just generally am unsure what the blue/green lines are showing me.

5) It looks like the settings feature might not be as described in this article? The screenshot under “Project Summary Settings” shows Options > Overview Settings but when I navigate to Options that is not available to me. The only option is “Summary Settings”

6) In the Digest section, is there a plan for filtering that? I’m thinking specifically the Unread Comments and Unread Messages. Right now, those are overall, which means that there might be 38 unread comments but only 2 are relevant to me. Our understanding of relevance is if someone is copied in the “Notify by email” function of the comment. This function would be incredibly helpful to ensure that team members don’t miss communication but without the ability to filter in a meaningful way it won’t be used as the individual would need to sift through tons of communication not relevant to them.

7) I agree with the comments above, an account level view would be fantastic! It would be so immensely helpful if we could have a version of the Summary view on our Dashboard. This would allow project managers to see an overall picture of their respective projects and it would let me see all projects. Understandably it would not have all the same functions as the project level Summary but items that would be helpful at least for our organization are: Tasks (Mine and All Tasks), Digest, Breakdown.

Overall, really excited to see this update and excited for what 2017 has in store for Teamwork!

Thank you,

Melody

Reply
Leanne King

Hi Melody,

Thanks for taking the time to comment. To answer your questions:

1. With the Announcement we have no immediate plans to change it but I’ll share your feedback with the team.

2. For any upcoming tasks with a due date over 14 days won’t show up on this chart. The charts are explained in this article from our Help Docs site https://projects.helpdocs.com/overview/viewing-a-project-summary but if you need any further clarification please email us through support@teamwork.com.

3. Not at the moment but we are hoping to improve on our overall reporting.

4. The Project Trend is also explained in the article linked above.

5. Good catch, this was a last minute change and has been updated now 🙂

6. Yes. If you open the comments quick view, there is an option to filter by “only where I have been notified”.

7. Thanks for the feedback. We will be working on this is the new year.

I hope this answers your questions but if you have anymore please email us at support@teamwork.com.

Wishing you a very Merry Christmas.

Leanne

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Alec Kinnear

Hi Leanne.

Thanks for your notes on Melody’s detailed comments.

Melody is right about #6. Showing me 362 Unread Comments and 124 Unread messages of which only 15 comments and 2 messages were sent to my attention is neither useful nor encouraging.

Yes, I see that I can filter in the view to only Comments and Messages for which I was notified. But the dashboard remains equally depressing.

It’s also fairly deceptive as with the filter turned on I now have “No Unread Comments”. It’s even more deceptive as Teamwork knows that I’ve replied to most of the Comments and Messages to my attention (so obviously I’ve read the threads).

You guys could really take the auto-tracking here up a degree to something vaguely resembling an automated process. Right now all these unread notifications are just more makework/busywork activities for both myself and my team. While I know you are trying to help, instead you are interrupting us while we work.

Merry Christmas!

PS. I was hoping for Kanban for Christmas at Teamwork and not Overview Summaries. There’s always Valentine’s Day. Hint, hint.

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Alec Kinnear

Real world sample to prove I’m not joking about horrific backlogs everywhere.

And that’s after adding a filter and getting to “No Unread Comments”. As you know, we have over 120 open projects of which about 60 are fairly active. Going through and trying to clear all that backlog would be the better part of a day and net very few rewards.

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Conor Higgins

Hi Alec,

thanks for your feedback on this matter. This is something that we honestly weren’t certain of prior to releasing the feature but following yours and others comments I have now released an update to the Project Summary which will use your preferences for unread comments and messages and show figures on your digest which reflect that choice.

Therefore if you choose to only see comments where you have been notified the number on the digest will now only show that number of comments.

This preference is system wide for you as a user and can now also be changed by accessing the Summary Settings modal, found by clicking on the Options button.

Cheers,
Conor

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Alec Kinnear

Hi Conor,

That’s brilliant. Thanks very much.

Please consider tracking what we’ve opened and viewed (you have the data already I think you just need to find a way to access it efficiently: CPU and load time) and deducting that from the nominal totals. We shouldn’t have to be pushing read buttons very often (Teamwork should be pushing them for us).

Thanks and Happy New Year!

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Chris

Awesome update! This will see daily use for me and our manager(s). The only other thing I would love is to get this level of detail across all of our projects and a team member schedule. Right now we export a lot of data to excel then import it into Google cal to create daily task schedules where we can all see what and when and who will be working on any given task but it is a lot of manual work and reconciliation and wrestling with excel.

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Matt

This is all great stuff, but at what point can a concept of a budget be introduced at the project level? Its great being able to see all billable/unbillable and who worked what, but when I have no budgeted hours to compare hours worked to, it loses its value. Task estimates don’t always = project budget.

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Michael

Totally agree! The only way we can see how a project is tracking financially is to create and update invoices, and then compare the current project total fee (based on logged billable time and staff rates) to what we are planning to bill the client. Very clumsy and tedious. Would LOVE to have Teamwork tell me where a project is budget-wise.

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Michael Cockerton

We live and breathe on your product. I agree with the other comments about this latest release and how useful it is. Also agree with the comment above about how to integrate a CRM as you have most of the skeleton already there.

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Stephen

I’m only just starting to explore all the Teamwork “goodness”, but, in 2017, I’d love to see the ability to pull Google Calendars into Teamwork and sync to and fro

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MARK DANTONI

Love Teamwork! But this new feature was a problem for us. I say “was” because Teamwork developers have already added the ability to change the Overview tab back to Activity instead of always defaulting to Summary. We were really struggling with the new feature as it was. I can see why a lot of PMs love the new feature, but we do more client-based projects for which the Summary tab is not important (and can be confusing to laypeople). Keep up the good work guys!

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Alec Kinnear

Hi Mark. Could you share how to control which sub tab opens automatically for Overview? I seem to get random switching between whether Activity or Summary will open for me on any given day. Like you our team prefers Activity to be able to monitor recent activity (even on old messages or tasks).

While the charts are lovely they are more part of a Jiira type issue tracker than communication driven project management (Basecamp style). We’re somewhere between the two but overall still use Teamwork more as a Basecamp style client based project management tool like you.

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MARK DANTONI

Hi Alec,

Yes. You we relate to the same problem.

Supposedly, when you go to a new project for the first time, the Overview page defaults to the new Summary tab. However, once a tab has been selected, the view will default to that last tab selected (the Activity tab). It seems to be working for me.

However, my suspicion is this works only on a user level, so the question is will our clients know to select the Activity tab? Will they see the Summary and not return?

If it’s by user, one way around this issue is to impersonate each client as you set them up and click the Activity tab once to make it default for them as well.

Perhaps the Teamwork developers can confirm this function is on a user level.

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Alec Kinnear

Mark, I think the situation is worse than that. It’s probably on a per browser level (I have some trouble with that choice on Teamwork Desk in terms of the preferred view over there).

The preference for which view should definitely be in the hands of the account owner. I certainly don’t want to advertise such a technical and statistical view to my clients (we use Teamwork for long term support projects for which the metrics are not appropriate). Looks like we may have to remove the very useful Overview for all our clients.

Per user level won’t work for us. Impersonating each client won’t work for us. There’s at least five hundred clients in our Teamwork environment (not all active at any given time).

I’m optimistic that our feedback will help Teamwork Project developers to see the issues here and to allow some useful global preferences to account owners.

Happy New Year!

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MARK DANTONI

Alec, I share your views on the new Summary tab in Overview. It’s great for the project mangers, but wholly inappropriate for clients. I hadn’t thought of turning off the Overview for clients (because I find it very useful myself), but that may be the way to go for us until this is resolved.

I would very much like a ruling by the Teamwork support team about where the preference for the Overview default tab actually resides—user? Browser? I too, wish it were the account holder. My partner wants to look for an alternative to Teamwork. Meanwhile, I wish the Teamwork developers would consider some better account-level control.

Happy New Year to you, too.

Conor Higgins

Hey Alec, Mark

Could you elaborate on what concerns you have with clients seeing the new Summary view? This is of genuine interest to me as it isn’t something that has been brought to my attention throughout the entire process of designing, building, testing and then performing user tests. I would definitely like to understand what is problematic for client users however as all feedback is extremely important to my team and I.

Put simply, the Project Summary is a new view of the same data that all users had access to in the past – however it is now collated in a single location rather than being spread out across multiple tabs. The point of the new feature is to help all users by giving them access to the same data but in a more constructive way and by giving better visual feedback at the same time.

Before now, it was difficult to find unread messages and comments for any project and all users would have to trawl through emails, notifications and other correspondence to find important items. We feel as though the new UI makes this much easier, while making interaction with tasks and milestones less demanding too.

We’ve had numerous comments in the past stating that the activity feed was too busy and wasn’t conducive to finding important items. Similarly, some users raised issues in the past where editing late or upcoming tasks would then cause the task to move between different tabs due to its due date, meaning you would then potentially need to navigate even more so. The Project Summary addresses this and more.

To alleviate any concerns, all sections on the new feature have been tested with permissions and privacy taken into account. If a user doesn’t have access to tasks for instance, then the breakdown isn’t displayed, tasks are not shown on the project trend graph, neither of the graphs are displayed to users and so on.

I understand 100% that this is a shift in workflow but your clients don’t have and won’t have access to anything that they shouldn’t and nothing will change in that regard – we place a greater emphasis on privacy when designing features than anything else.

Cheers,
Conor

P.S. As a pet project I am currently working on improving the way that we load preferences for everything in Projects. I have already cut down on potentially hundreds of API calls to improve responsiveness and to make various sections load quicker. In the process I am also going to be changing it so that whatever page you choose to view in this situation, whether it be Activity or Summary, the preference will be remembered across all machines and browsers. This should be done tonight and will be tested tomorrow.

Alec Kinnear

Hi Conor,

You are making it really complicated.

If we don’t want to show the summary view to client, we shouldn’t have to. This aggressive rollout of Summary view to our clients whether we like it or not has made me lose trust in Teamwork. I don’t expect this kind of data to go out to clients without permission. We use Teamwork as a communication channel with many of our clients and having it turn into an enterprisy style Microsofty type interface is extremely unwelcome.

On top of that, most of the time our team prefers the Activity stream as the default view.

On our Foliovision project, I’d like to stop hearing long-winded excuses and have the Summary overview removed completely until there are usable preferences which will allow us to decide which is the default Overview. I requested Activity by default for me and for everyone in the company and for all our clients.

I’d also like the option to remove Summary on a project by project basis and off by default for clients.

Very unhappy at this point.

Conor Higgins

Hi Alec,

we are currently working on a change to satisfy your needs. It will allow you to set the default project overview page and will allow an administrator to change this to be Summary/Activity/User’s Preference by default. This will also be extended to allow account admins to make the same change across all projects. We won’t be removing the feature as it will remove a lot of powerful features and won’t be making proprietary changes for single installations as it becomes more difficult to maintain.

To be clear, as I said in a previous reply – there’s no new data going out to any clients here. The main difference here is visual and if clients wanted to they could figure out every metric available. What we are doing is giving users better indicators and helping them manage their own workload as well as empowering managers/team leads/etc. much more so than we did in the past.

We will be working on this today and should have something ready by late tonight or tomorrow morning.

Cheers,
Conor

Alec Kinnear

Hi Conor,

Thanks for getting back to me. I basically do not want to have my clients use Teamwork at all in its current state. You have me trapped.

Please remove Overview in all its forms from all my projects right now until you fix this issue.

I am so frustrated now that Teamwork has taken upon themselves to decide what my team and what my clients see. I repeat myself but Teamwork has lost a lot of trust with our company by doing this and then not reacting immediately to comments from Mark Dantoni and myself. This is not the kind of change you make before the holidays and with no hours cushion to push immediate fixes.

So instead of what should be a great feature to be used judiciously, our experience is basically having our warm personal environment for clients turned into a playtoy for glory-hungry programmers.

This is not a way to win fans and advocates.

Alec

Conor Higgins

Hi Alec,

Firstly, let me stress that it’s not our intention to trap any customer. We appreciate that this is a big change to how the overview was previously presented but the key thing here is that there really is no new data here for anyone – apart from time log information (but that is only presented to users with permission). It’s just a matter of taking a series of tabs (Late tasks, Today’s Tasks, Upcoming Tasks, Late Milestones, Upcoming Milestones, Upcoming Events) and consolidating them into a single place as well as adding more power.

We have received a lot of really positive feedback about the new feature, and to be honest, to simply remove it it would actually harm the product because there would be no way to access the data that was previously presented in the tabs I listed above.

If you could point me to a feature in particular that is of concern then I would gladly consider this further and maybe even look at adding in further customisation if it made sense. Everything here (with the exception of the project trend graph), the user could already see if they clicked around for a while on a project’s various sections:

– The breakdown could easily be calculated by filtering the open tasks by various people
– The popular tags could again be calculated by filtering by various tags
– Everything in the digest was accessible if the user was prepared to dig through the app as well as their own emails
– All users can see completed tasks and milestones that they have access to
– All users can see time logs that they have access to

To address your other points, we do our best to respond to all customer feedback on our blog posts quickly, but what is also important to note is that when customers get responses they almost always come from a a product lead, our head of support, our senior marketing members and so on. This means that every comment we receive given thought and consideration.

In relation to making the change before the holiday period. The feature was in circulation a number of days prior to this blog post, and all feedback that could be acted on was done so immediately as you can see from the responses in this blog post. In addition to that, nearly every day of the holiday period had a new deployment with fixes for both minor/important issues released, so there wasn’t really any let up in this regard let alone on this feature.

Cheers,
Conor

Chris

Just to jump on to Alec’s comment “If we don’t want to show the summary view to client, we shouldn’t have to. ”

I agree with him. Even if this information is information that a customer could pull themselves, One, doesn’t mean that we should present that information for them if we do not want to and two, the customer’s wouldn’t pull that information themselves…They would come to us for that level of information.

If we could have a system wide feature permission that worked like this:
Global Summary View – Options
Options – On, Off, Owner Company only

Project Level Summary View (Allow project settings to override Global settings) – options
Options – On , Off, Owner Company Only, Select From Available Companies on a project.

Alec Kinnear

Thank you Chris and Mark for the support and level headed suggestions.

Conor, please read my lips.

I do not want to present Overview/Summary to our clients. It does not suit our way of working.

I would like to retain Overview/Activity.

I’m even willing to give up any Overview if you would just take your godforsaken summary off of our projects.

I am not just not amused now, I am really angry. Thank you for ruining my week. I’m not even sure what to do. I’d like to be using another product where the development team does not shove unwanted featured down your customers’ throats.

Conor Higgins

Hi Alec,

As you know from personal experience and as many of our customers will attest to, we are more than happy to work with any unhappy customer to improve the product and their overall experience. However, I need to know specifically what part of the Summary you are not comfortable sharing with your clients so we can find an amicable solution.

To be clear before we find a solution that works for you, and our other customers I need to make it clear that the Summary will not be removed and will not have a preference to disable it. There are too many features that existed in the previous overview and which were never of concern in the past that would be simply removed from the product.

Our most requested feature by some distance has been the introduction of a metric’s-based overview on a project and for that to then roll up to the dashboard. We are in the process of working on the latter part of this currently and are working to give customers what they have long asked for.

We have a certain vision for Teamwork Projects and we also have a large volume of feedback from customers both of which led to the development of the Summary View. The response as a whole has been extremely positive and a good indication that we have moved the product forward. The majority of the positive feedback has come from companies who also share projects with their clients and understand that the data displayed is an aggregated view of only data the logged in user can see.

If we break the Summary View down to the individual sections, the 5 main sections that have not been displayed on the overview page before are:

  • Digest
  • Task Breakdown
  • Activity Timeline
  • Time Summary
  • Top active tags

The 2 other sections were available as sub tabs alongside the Activity view before this new feature.

  • My tasks/Everyone’s tasks
  • My milestones/Everyone’s milestones

The last section “People on this project” was positioned in the side bar on the old Overview page. This old section did not have any of the additional features that have been made available to users with the requisite permissions.

For the 4 remaining sections, maybe on a perceptual level these appear to present data in a more formal way than before. We could address this and maybe make these system wide/project preferences to show/hide these sections for client company users for example. Maybe these would need to be made on a per-user basis. Either way all of this is unknown until some constructive feedback is offered and we identify the data that should and should not be presented to different user types.

We’ve already added a new cross-browser and cross-user project specific setting which lets you pick what default view the Overview tab shows. Therefore, if you work with the Activity view then you can make that the default view. If you would like to work with the Summary View, you can make that the default view and if you use them interchangeably then we’ve added a third option which remembers on a per user basis which view you looked at previously.

Since the Summary View launched we’ve taken feedback on board via email and the comments on this post and refined and improved the feature where it made sense. We’re receptive of all suggestions and listen to all customers and we need to move the product forward by re-evaluating old features and exploring new features which ultimately will benefit all new and existing customers.

I’m very happy to work with you to figure out what it is that is problematic – a courtesy I would extend to any customer who is interested. Simply email me at conor@teamwork.com and we can set up a Skype/Hangouts call or otherwise.

Conor

Chris

Conor,

Apologies for jumping in on this dialog again between you and Alec however a simple fix would be to make this overview page visible by permissions by company or project to project.

Its a very valuable enhancement and needed, we just need more control over it in terms of who can see it and when. Its as simple as that.

This would also go for the all projects overview. This same situation would come up. All projects overview should be visible to the parent company ONLY.

Not to distract you all – Its not complicated and it seems its been over analyzed. If you put in visibility permissions that would meet Alec’s needs and give his company control over what’s being shown to his customers.

I’m happy to expand on this offline if needed.

Conor Higgins

Hi Chris,

My apologies for only replying now. I was sure I had approved this and replied already but I obviously hadn’t submitted the form 🙂

Thank you for your suggestion. Unfortunately it’s not as simple as it may seem on the exterior however and I need to make decisions that are beneficial to customers as well as not convoluting the product and it’s maintenance to stave off future issues.

However, I would happily discuss this with you if you want to get in touch at conor@teamwork.com

Cheers,
Conor

Sol

Hi again.
I have another “must have” function, that I assume (?) should be easy to implement. On the “time” section can you add other time frames? (Most important to us is “this month”.
If you look at the drop downs in the main Time tab, there are several, very useful filters: (this week, last week, this month, last month).
We bill by the month, so having a Time showing for hours so far this month is a must. Having last 30 days in the middle of the month is less helpful.
Any chance of getting that added in quickly – without having to wait for a new release?

Reply
Adrian Kerr

Hi Sol,

Thanks for the suggestion, I can certainly see the benefit in this. I won’t make any promises but I will share it here with the team for consideration.

Adrian

Reply
Conor Higgins

Hi Sol,

We released this change earlier today so the available options are a little more intuitive now and are as follows:

– Yesterday
– Today
– This Week
– Last Week
– This Month
– Last Month
– Last 3 Months
– Last 6 Months

If you refresh your browser you should now see these options in both the Summary Settings modal and on the quick dropdown on the Summary’s time section.

Cheers,
Conor

Reply
Sol

Thanks. I am actually quite shocked at how fast you responded to this. I have never seen a company that is so receptive to user input and responsive to it, as the replies to almost every comment on this thread shows.
Your team is awesome.

Reply
Conor Higgins

Thanks Sol,

Our main focus at Teamwork is to give customers what they need. We pride ourselves on how quickly we not only respond to customers but in how we take feedback and act on it.

Watch this space, there are more great things coming soon and all feedback is hugely valuable to my team and I.

Cheers,
Conor

Reply
Harald

Although the nature of things is, you cannot satisfy every customer, i think you try it better than all others. Surely some feature request can never get done, but the Teamwork team is always very involved and also the ticket response times are great. But how patient you have been with Alec is outstanding.

Amir Beh

I think if you add a project total expense to project overview summary, you will make this really helpful and complete.

Reply
Adrian Kerr

Hi Amir,

It certainly would be a nice addition, we will be looking at the billing sections in general with a view to improving them, for now I’ll add this here to our wish list and hopefully we will see this soon.

Best regards,

Adrian

Reply
Miguel Angel

I like this feature, but I feel that it is not useful as it should be.

There are two things missing on the Task Breakdown:
– In adittion to having number of tags, having the estimated time of this hours.
– Being able to filter by task list.

Reply
SD

I’ve just started exploring all of the new changes and incorporating them into our workflow. The new summary page makes it easier my project coordinators to prepare for our daily standup. The meetings are now faster and more on point with less effort. Like some of the comments already posted, I would love to see an update to Announcements, the ability to show a summary across all projects and ability to show monthly billing.

Appreciate all of the hard work

Reply
Daniel Mackey

Hi Glen,

The Project Summary will be coming to iOS in early January once the next build of the app is approved by Apple.

Dan.

Reply
Jacob Gahamanyi

Finally found a tool I can use. Any chance you are looking into an OKR’s module and the Eisenhower Matrix? Any plans to enhance the reports module?

Reply
Sol

Hi again,
After using this a bit more in real life, and trying to report on performance for last month, the following issue came up.

In the breakdown section, if I understand correctly, the numbers there show us ONLY active tasks. There is no way to select the date range. So if I want to look back at last month, Dec, and assuming my team worked well and completed their tasks, I see nothing because they have no active tasks. By only showing currently active tasks, there is nothing historical I can see.
The following would be much more useful for my team, I assume for many others:
The breakdown should be filterable by dates.
It should show us the # and % for each user of not only active tasks, but completed tasks, and most importantly time spent.
That way I could know that User spent 50% of the time, whereas USer B spent 10% of the time, etc. etc.

If I am mistaken on any of the above let me know.
What do you think about the suggestion?

Reply
Michael Rock

This is a great addition! I would love to see a portfolio overview that provides this information across all of our projects. I would also like to be able to print these as a pdf if possible. Project budgets would also be a bonus

Reply
Patrick Videira

Great feature ! Thanks !
I know that Teamwork is not dedicated for Agile methodology but I use it with this kind of approach because I used it since a lot of years and our team likes a lot of features in your product. Milestone as releases / task list as sprint – backlog …

In this case I find that the Overview could add some feature:
– a Burnup Chart
– a Burndown on task list for example

Do you already think to incorporate Agile methodology in TW?

Thanks again for your great works !!

Reply
Leanne King

Hi Patrick,

Thanks for taking the time to comment and I’m glad to hear you’re liking Teamwork Projects 🙂

It’s not in our plan for Teamwork Projects to incorporate agile. The fact that we’re so flexible is something our customers really like because they can manage their projects in a way that suits them.

That being said I will of course pass your feature request onto our development team

Have a great day!

Leanne

Reply
Miguel Angel

We work exactly in the same way than Patrick. We use teamwork to track software development, and each release it is a task list. Having a burn down chart with the estimate tasks will be very helpful. Right now we have to do this exporting the tasks and using Excel, but it takes some time to have the Burn down charts updated.

Reply
Patrick Videira

Ok. Thanks Leanne. I’m thinking to perhaps use your API to create our own burndown/up charts. I really think it misses something as burndown /up charts or something like that to have a real and quick view on the progress of the project 🙂
I don’t find that your Project Trend chart is a really useful tool for the project manager, as it is currently. Or perhaps only on very small projects. We see activities, current tasks and completed tasks. We don’t have any information to control or to feel the progress. There is no relation between milestones, dateline, estimated time for tasks or task lists… It’s why I talked about burndown charts as in Agile methodology. These ones are very helpful to feel day-to-day how you work on your project 🙂 Thanks again

Reply
Mike Cronin

Love all the improvements we’ve seen this past year, but would consider budgets essential. I know it was included in the Roadmap at some point, but I don’t see it there anymore.

Reply
nashri

Enjoyed your post. We have shared some of our experiences about small projects and how they have helped us grow. Your readers are most welcome to check them out at http://bit.ly/small-projects4 Thank You for allowing me to share.

Reply

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