Transcript for the video 'TO USE: Teamwork.com Quarterly Product Roadmap Webinar - Q3 2025 - Jul 24, 2025 02:33 PM - 55m 21s':

Hello, and welcome to our q three product road map webinar for Teamwork dot com. It's great to have you here. Thanks so much for joining us. I see our participation number climbing. So, happy summer. Happy halfway through the year, Mark. We're excited to be here today and talk all about what we've been up to at Teamwork and our plans for the rest of the year. So, just as we're coming in and you can make sure we're all in the same space and you can hear and see everything. Let us know where you're calling in from, maybe a bit of a a summer highlight also, if you will, and we can just give it a couple minutes before we jump into the the content. So, yeah, my name is Janelle. I'm just outside of Toronto in Canada, and it's gonna feel like forty degrees today or forty two. So we're right in the thick of a a humid heat wave, at least where I am, but I like the warm weather, so I'm not complaining. Okay. Thanks for thanks for chatting here. We have folks calling in from Denver, Florida. Virginia says her house is almost done being built. Wow. The struggle of new builds. I hope you're in there soon. We have folks calling in from Houston, from Germany, from Texas, North Carolina, Fort Wayne, Sheffield, England. Welcome. Welcome, everyone. Hannah from Yorktown. It has been a hot summer. I feel like when I chatted to this group in February, it was a cold winter. So we are just we are just living in the extremes of of all the the temperatures and climate stuff. Anne is calling from Sweden. Hello. Welcome. Folks calling in from Cleveland, from South Dakota, from Orlando. Hi from Italy. Thanks for joining us. Peterborough. Okay. Peterborough, Sharon, yeah, is about, I don't know, four hours from me. So nice to have you here. Folks calling in from Chicago, from Columbia, Tennessee, Alabama. We're just gonna give it maybe one or two more minutes here just for our, obviously, very global audience to start joining. So once again, let us know where you're calling in from. And if you have a summer highlight, we'll we'd love to hear it. Folks calling in from Boston, New York, England. We got people on both sides of the pond, which is great to see. Wisconsin, Germany, Adrian's calling in from Peterborough, but it looks like a Peterborough in UK. Funny how that happens. There's I have a Scotland about an hour away from me and a London, but folks calling in from Denver, from Michigan, South Africa, Texas. Great. Well, thanks everyone for joining. We can hop on. We got a busy agenda here. So as I mentioned, my name is Janelle, and I am a product marketing manager here at Teamwork. And today, I am joined by Emer and Amy who are product managers here at Teamwork. So I'll just get them to introduce themselves now. Thanks, Janelle. Hey, everyone. Thank you for joining. We do have a jam packed session today, so excited to take you through what's been recently released and what's coming soon. Amy? Thanks, Seymour. Thanks, Janelle. Hi. I'm Amy. This is my first webinar that I'm presenting at, but really excited to share all our upcoming releases and what we've released recently. So thanks very much. Back to Janelle. Great. Let's give Amy some support and love. She's a first time presenter, but she's been at Teamwork a very long time. So we got some nice veteran Bill with us, and we know they'll be great. So we like to start off by just reiterating our mission at Teamwork dot com, which is to help everyone who delivers client work efficient, organized, profitable, and happy. Our cofounders ran an agency in the two thousands, early two thousands. They didn't actually have a tool out there that was uniquely fitting the demands and challenges that they were finding being an agency or delivering client work. Thus, they went out and actually created Teamwork themselves, with firsthand experience of what really was needed in a tool, to once again make you efficient, organized, profitable, and happy. And with teamwork, we really pride ourselves in obviously supplying that powerful project management, you know, the table stakes, bread and butter project management that everyone needs, but then combining that with the unique things to really streamline your operations for your client work firm. So bringing in your time tracking, your profitability, your resource planning, your invoicing, all of that lovely, lovely stuff that you have to work with when you're delivering client work. And, ultimately, our goal is to then help you profit from every client demand. Our agenda today, we'll take some time to talk about what's been released in q three. It was a very busy past three months, and then pull back the curtain on what you can expect for the rest of q three as we just kicked it off a couple weeks ago. I'll then round us off with a couple other updates and announcements, and then we will save time for q and a at the end. So we will have live q and a. We have a whole fleet of product managers in the background of this Zoom webinar as well. So use that q and a along the bottom, and you can chat live with our product managers as we're going along. And all that's to say your participation really is vital today. So we love your feedback. We love your questions. We love your comments. We analyze all of the questions after also. So if we don't get to your question, we really do download everything, look at everything, and you being here today and participating is truly shaping the future of our road map and the direction of Teamwork dot com. So don't be afraid to let us know how you feel and and ask those questions, and thanks for being here again. And then the last thing from me is that we are recording this. So if a colleague couldn't make it or you have to drop off early, whatever the situation may be, you will all get a recording. If you've registered, you will all get a recording in the next one to two days so you can watch it at that best time for you. And that is all from me. So once again, thanks for being here, and I will pass it off to Amy to talk about what's recently been released and top of everyone's mind. We'll start with AI. Thanks, Janelle. Yeah. I'll just jump into it there so we can go on to our first feature that we'd like to talk about. So we're kicking it off with AI comment summarization. I think this is something that everyone can relate to being thrown into a task. There's loads of comments on this task. You feel really well overwhelmed to get up to speed. And then with the AI comment summarization that we have here, you just do one click, and you get a short breakdown on what's been discussed so far on the task, gets you up to speed in seconds so you can get ready to contribute to this task and just get that overwhelming feeling out of the way. It's something that I love using in Teamwork, and it's definitely something that we're really happy to have for you guys. So really hope you're enjoying this feature, that we have released so far. So just on to the next one now, Janelle. Thanks. And, also, I wanna talk about the AI utilization summary. Something I hear a lot from you guys is talking about how you wanna see your utilization and who's overcapacity and who's being underused just at a glance. And I really think that the AI utilization summary can really help you with this. It really helps you seeing who's assigned to work, spot the gaps that are causing delays, and just optimize your resources so you can have a higher profitability on your projects. And then the next one to talk about is the AI filter assistant. This is something that I think a lot of you will be really excited about. I think filters are just unavoidable because they're just the best thing to use if you wanna see the tasks that are relevant to you at a glance. And filters are really, really handy, but sometimes you can have a lot of clicks to get the exact filters that you want and you need to change them up. And with the AI Filter Assistant, it just allows you to use more natural language to get the filters that you want. So you can remove all those clicks, all those drop downs, all those multisteps. You get that in just one click, typing in one sentence, and it just really speeds it up for everyone. So I really think this can just help you with your productivity, keep you in your flow, and keep you looking at the tasks that are relevant to you than just messing around with filters. And then similar vein, you know, you don't wanna be messing around with filters all the time. You don't wanna be adding your expenses. I think this is something that all of us can relate to. Expenses are really important to ensure that you put the accurate data into Teamwork so that invoices can be accurate, your budget can be accurate, and it's just a little bit tedious sometimes. And with the AI expense autofill, you can just upload an attachment. Teamwork AI will auto populate those expense fields, and this will just save you time. Make sure you log all your expenses really efficiently and just keep all that total evidence that validates your expense. Make sure there's no errors, and you can just get on with the work that you wanna do and make sure that your project is being budgeted correctly. You're invoicing on time. You're invoicing correctly. And that's the AI expense autofill. And I'll also talk about some managing client work releases that we've done recently. The first one here, and I am so excited to say this, is Outlook calendar sync is released to all accounts. So I think this is something we've talked about for a while. It's something that you guys have talked to us about for a while. I think it's probably one of the top comments in our q and a every time we do this. And I can't believe it's my first q and a, and I get to say that it's released. But I really hope that you guys use this. You connect your Outlook calendar after this call. I know a lot of you already have connected, which is great. And we're still working, making sure that this is as you guys expected. So we're still working on updating this. But right now, you'll be able to see all your Outlook events inside my calendar. You'll be able to log time to these events, and you'll be able to schedule your tasks around these events all from within Teamwork. And that is the Outlook calendar sync. And the next one here is the new boards UI and workflows. I know that Owen is working really hard getting this out to all you guys, and a lot of you probably already have it. And this is something that has personally changed how I run meetings. I absolutely love being able to see tasks across different projects. Just presenting that board in meetings, being able to talk about the the task quickly, discuss any blockers, It's something that's been really, really beneficial for my teams, and I'm really seeing the benefit from it. So I can't wait for you guys to see that too. And the new UI just looks a lot more like Teamwork, a lot more like the experience that you're used to. So definitely really recommend using this feature if you have it available to you. And if you don't have available right now, I know you're gonna have it really soon. And that's the new workflow view. And as Janelle mentioned, our bread and butter is project management, being able to manage tasks. So we're always improving task details or task views. And the new kind of task details that we have, what I think is really great about it is the customization aspect of it. There's three different layouts in task details that you can choose from. So you can just set the one that has all the details most relevant to you. And what's great about that is once you set it, it'll be consistent across the whole app, and you'll have the same task details for you across the whole app. We also have an easier, way of edit with our new inline editing feature for updating tasks. So there's just fewer clicks in that, really optimizing that experience. So I really think you're gonna see some really nice details in those areas that are really gonna improve your day to day. And, again, talking about tasks because that is our bread and butter list view. We've released that to everyone. We're really going full speed with the new list view, making sure there's great improvements on this. And we've really focused recently on that advanced add task option. So now you can add a task, put in all the details that you want with regards to that task, have that all correct, and then hit save and create that task, which I know is a flow that a lot of you have been asking for and we've been really optimizing that. And we also have the advanced subtask management here as well, so you can really make sure all those tasks details are correct. There's also improvements to the file experience, which I think is fantastic. I know files are really important, adding files to task, being able to share those files, having more info around those files as well. There's been some really nice improvements around there and also some improvements around the date interactions too, so you can really be able to interact with dates on task a lot better, and the day preview in line has been improved too. And the next one here is required project custom fields. I think there's nothing worse than trying to report on a project, and you see that there's some vital information missing on that project. So what we're trying to do with the required project custom fields is make sure that that field is required from day one. So as soon as you create the project, that field is marked as required. That needs to be filled in from day one, and it's just a lot smoother making sure that all information is filled in. You don't need to try and follow-up with people to try and get that information into Teamwork. It's required from day one, and you'll be able to make sure that the project has all the information you need when you start making your reports or you start closing out the project and you start progressing the project as well. And the last thing I I'm talking about with regards to releases is dark mode. Really happy to talk about this because I think dark mode is just an expectation for a lot of people, and it really just helps with eye strain. It's more comfortable to use Teamwork with dark mode. We've offered you workarounds in the past, but having this built into our app is really something that we're really, really proud to say that we have right now, and I really hope that it really improves your experience with using Teamwork. Just go into Teamwork, turn it on in the settings, and you'll be using dark mode from there. Oh, and how can I forget about desk? Of course, it's not a webinar without talking about our beloved desk. So we have some desk search improvements. This is actually something I used last week that I was absolutely blown away by. It was so easy to just use advanced search. It just really narrows down everything to be able to see the task or the tickets that are relevant to you, and just give that right information as soon as possible. So I really think the advanced search is something that I've really enjoyed using. It's really helped me in my day to day, and I hope that improves, your search as well. I will hand it over to Ema now who will start talking about planned resources. Thanks, Amy. So first up, I will talk about skills. So we've recently released this to the planning views. So it lives in the people section where all of the skills across all of your team can be added. This is really complimentary roles where you have two designers, but you're looking for a specific skill set. So no more manual effort searching for the right person to do the right work. We've also introduced it in the overview section in the planning area so you can now look at users and projects with the right skills and see how their time is tracking or what availability they have to take on upcoming work. So this is the first version of this, and so far from those that we've spoken to absolutely love it, and we can't wait to see where this goes. Next off on the theme of real availability, we've released our ability to manage time off at a global level in Teamwork. So first up is regional public holidays. So we know a lot of you have global teams, and the manual effort that goes into using Teamwork's unavailable time to capture public holidays in various re regions. This is now so easy in the time off section where you can apply all of the users within all of your teams and the relevant public holidays, and this contributes to availability throughout the app where relevant. So all of the planning views, reporting, planning overview, it takes into consideration who's available and who isn't. And then, of course, in the planner and scheduler, we highlight with the icon on each day and block out who is not available based on their public holiday. And then, again, keeping on the theme of real availability, we have made an enhancement to how you add unavailable time. So now you can bulk add, so you can apply an internal holiday or a meeting to your whole company or to specific teams. So, again, just taking that manual effort out and making it much easier for you to manage unavailable time in Teamwork. And then moving on to making projects profitable. So first up is quotes. So this feature is really all about giving you the flexibility and control to ensure your quotes meet your needs. So you can build both time materials or fixed fee quotes depending on the type of work you're doing, plus there are options for applying discounts and taxes so your quotes reflect the full picture. The real freedom here comes from being able to create the exact line items you need, whether that's time, services, expenses, or any other category that you need to include. And also coming soon, once it's accepted, you can convert directly into projects, tasks, and more, make making the transition from estimate to execution as seamless as possible. And next up, we have the NetSuite integration. So this is really for teams that need sim seamless project to finance workflows. This is a big one for us. So now you can sync sync time logs from Teamwork to NetSuite in real time, so no more manually exporting or importing files. As soon as time is logged or updated, it's instantly reflected in NetSuite. So it gives your finance team access to accurate up to date project data. So again, this means less admin, fewer errors, and more reliable invoicing. And then moving on to the theme of tracking performance. So first up, we have a very exciting release, which is customer port charts. So now you can turn any customer port into a visual dashboard with charts, which makes it much easier to spot trends and communicate results at a glance. So now you can take any data point within your table report and create a lovely visual chart using our bar and line charts. You can have up to three charts on your report at any one time with two on standby in the background so you have the flexibility to change your charts in and out depending on what matters the most. And, again, on the theme of reporting, we have released advanced reporting with which I'm super excited to see out live. So this allows you to take a custom report and dig even deeper into what you want to see and what matters to you. So you can create your own, data points using expressions. You can build pivot tables. You can group the data as you see fit and build separate reports in line to the default view. You can choose from a number of custom aggregation methods to tailor how your data is totaled. So super excited to see this one out and to see how it goes. And then moving on to, again, the theme of advanced reporting is the advanced formulas. So this is a huge win for the reporting team so you can now create tailored calculations directly in your report. This unlocks a whole new level of precision without ever needing to open up a spreadsheet. You've access to a range of functions, fields, logical operators, and you can build powerful formulas that surface exactly what you need to see. And we've included some examples as well to get you started. So you can see here on the screenshot, we have profit margin and a number of other examples to let you see what's possible with this new release. And finally, on the theme of tracking performance, now the utilization report, you can track your trends. So that allows you to take a data points such as billable utilization, total estimated utilization, and view that across key time frames such as day on day, week on week, month on month, quarter on quarter. So, again, you're uncovering trends directly without having to in export this data into a spreadsheet. So it's just a faster, smarter way to uncover trends and make sure that everything stays on track or under utilization. And it's back to you, Amy. Thanks, Seemer. So that was what we've recently released, and now we're gonna start talking about what's coming soon in q three and beyond. And back to Teamwork AI features that we're working on because we really believe that our Teamwork AI can make you efficient, profitable, and happy, which is really what our mission statement is. And and that's what I'd like to talk about right now with the AI project builder. So once you have the project in Teamwork, then you can start kicking off all the work and start making, your clients happy for the projects that you're doing or just working really, really quickly on those projects. So I think what's really nice about the AI project builder is that you'll be able to put in a few prompts. And then from there, all the task details, all the project details can start to be structured, and you can start they will start be putting in the project name, the description, the tags. You still stay in control. You can review. You can edit any details, but it's just that extra helping hand to get you started. And similar with the AI forecasting. Forecasting is really important for businesses, making sure that you're on track, making sure that your the your growth aims, that you're on track for those, that you're gonna hit targets. And our AI forecasting help you anticipate what you need. So it's gonna help spot trends in revenue, cost, and profit, and clearly give you insights on the upcoming risk and opportunities there. So this will all be based on your historical data, and it'll give you predictions from there so you can have the right conversations early on and make sure that your business is being as profitable as it can be. And the AI smart scheduler, it's something I'm really excited to talk about because what's really great about the scheduler is you put so much effort into your planning. You put all your placeholders in, your users in. You can really there's really a lot of information there. And with the AI smart scheduler, it can use that information to auto assign work based on availability, roles, and timelines of allocations and give you the best people for the job that needs to be done. It also can auto generate tasks based on allocations and instantly populate those tasks in your workload planner so you can start working on getting into those details, having the project ready to go, and it all comes from the information that you've already plugged into Teamwork. An AI calendar is something that I think I will use every day once it's released. And I think it's really important for people who really need to plan their tasks with, like, deadlines around their important meetings, which it probably is a lot of people on this call. So it really just transformed those scattered tasks into a more organized daily schedule by taking those tasks assigned to you and just making those tasks into time blocks based on their priority, their start date, their due date, and their estimated time. And it also adapts to changing priorities and your commitments. And if you integrate with our calendars, it'll work around the existing calendars on your meetings. And that is AI Calendars, which is the next one there. I'm gonna move on to kind of the managing of client work. And the first one we have here is the new table view experience. Our table view is fantastic for customizing exactly what you wanna see, customizing those columns, making sure all the relevant information is available to you. And with an improved table view experience that we're working on, we're making it so that that table view has really swift interactions, is really optimizing that customization aspect. There's improved consistency with our other task views with regards what you see. And, also, we're introducing new functionalities such as group by, which will allow you to group tasks by specific attributes outside of just dates and task lists, which I think will be amazing for seeing those tasks that are really important to you and making sure tasks are organized in a relevant way to you. And the next feature here is Salesforce. We released Salesforce earlier this year, and we've been really working on hard hard on improving how Salesforce integrates with Teamwork. We've already released the ability to map opportunity fields to project fields and client fields, and now we're working on releasing the ability to sync that information. So whenever the field is updated in Salesforce, it will update that corresponding field in Teamwork. And we're also updating the mapping so that you can map custom fields because we know the custom fields are really important in Teamwork so that you can get that relevant information in your projects. So then you can map custom fields in Salesforce to custom fields in Teamwork. So that's something that we're working on, but you can map right now standard fields in Teamwork, but we're working on sync and mapping of custom fields. We're also starting work on the new Gantt chart experience. Gantt, we know, is very important for you guys, and we're introducing a new improved Gantt so you can plan better, you can visualize your task better, and you can deliver projects faster by understanding dependencies better. So why we think you're gonna love this new Gantt is that it's just gonna be faster, smoother interactions. There's gonna be instant responsiveness to drag and drop. You'll be able to customize it a lot more as well, customize the task with visibility, be able to see milestones, customize the color coding. And what I think is really, really important for you guys is making sure that the exports are client ready. So you have these polished exports. You'll be happy to show to your client, happy to show to the rest of your team. And I think it's kind of the Gantt that you guys have been waiting for because we are building this with e in mind. We are looking at all the feedback that you've given us on Gantt, and we're really trying to make that experience completely optimal for you guys. And I'm gonna hand it over to Imer now. Cool. Thanks, Amy. So we're back to what's coming soon around planning resources. So first up is tentative projects. So tentative projects exist today in Teamwork. However, they're really confined to just the scheduler. So with tentative projects, you will now be able to create a project and define the status as either a regular project as it is today or market as tentative. So this really allows you to capture all of the work that is not likely, or is likely to be committed but not yet confirmed work so that you can view all of your tentative and confirmed work in one place. So this will help you to plan your resources upfront in teamwork. And, really, the the best thing about this is we have listened and heard visibility about this is key. So with tentative projects, only the right people that you want to see tentative work will have access. So that's not disruptive to the rest of your team with any upcoming work that you're trying to plan out. So super excited for that one, which is coming very soon. Next up is the GCAL in planning views. So we're really close with this one. It's just going through the last couple of rounds to make sure that everything is looking and working as it should be. So this really rounds out the theme of real availability in our planning views in Teamwork. A lot of you have been screaming about this for a long time, and I can't wait for this to get out the door. So this will take all of the events in a user's GCAL, so they will they will have to allow the access for resource managers, traffic controllers to have that visibility in the planner and scheduler views. This will contribute to capacity so you're getting a real view of capacity upfront. It's their real life picture of what's on everyone's place day to day, week to week. This will be across, as I said, the planner and scheduler views and, of course, contribute to any availability calculations such as a reporting area, so any utilization or custom user type reports, and, of course, the planning overview. So really excited and keep an eye on this one. This should be with you all in the next few weeks. And then before we get asked, of course, GCAL, we are not going to leave that go without looking at Outlook, so that will follow on after GCAL and, of course, work the same way. So, again, both will be coming very soon. And next up is assigning a task to a role. So soon, you will be able to plan out your work by role directly in projects and tasks, making it much easier to move from planning to execution. So this, of course, will help once we have tentative projects to really round out. You know the type of work that's needed, but you're not exactly sure of the who just yet. Then you will be able to plan repeatable work in templates based on roles, which will save you all a ton of time. And then once everything is ready to go, you can find the best fit resource to complete the work based on their role and the match. So, again, really excited for this. We know that roles at the moment is just within the planning area. So, again, bringing this app wide and that workflow seamless throughout. And then moving on to making projects profitable. So first up, we have multicurrency. So we are adding official support this quarter for those of you that need to build clients in a currency that's different from what you have in your installation. So first of all, you'll be able to create a one to one relationship between new clients and their specific currency, ensuring that everything is properly aligned. You can also set specific billable rates for those currency to ensure maximum profitability in each circumstance. And then for expenses, can now create them in the correct currency for each client. So when it comes around invoicing, you'll have the option to generate and export invoices in the correct currency with all of your billable time and expenses logged in that same currency. So this will make your lives much easier to ensure your billing is accurate and consistent no matter where your clients are in the in the world. And on the theme of roles and all of the, I guess, forecasting, planning, and being profitable, you will now be able to set rates against your roles. So where you're gonna love this is when it comes to planning, understanding what the impact of each role is on the work that you're trying to plan out. So you'll be able to set specific billable and cost rates for your roles in your organization, which will really help with your planning and ensure that you have more accurate billing. You can enjoy the flexibility when you do have this to choose the preferred rate type to suit any situation whether that's their individual rates, their role based rates, custom project rates, or a mix of either depending on what the situation is. So this would really elevate the planning section of Teamwork and, of course, all of the financial management and tracking that we provide today. And next up is time approvals v two. So reviewing and approving time sheets is about to get a whole lot more efficient and focused. So with this update, you will be able to view and approve time sheets for only the people that report to you. So a lot less clutter and more clarity for you and your workflow. And you'll also have the option to lock approved time sheets so no more further changes once you have signed off. So this is really about helping you main maintain control and ensure accuracy around time approvals. And finally, on, this one is around desk, so track ticket time in team work dot com. So time logging in team work is getting a major upgrade, So it's making we're gonna make it easier than ever to track time and ensure accuracy. You'll be able to see clearly when time is billable and move time entries to Teamwork for a complete and accurate view. So it's all about both products speaking to each other. Why you're going to love this? We've majorly improved the UX to make it much smoother and more intuitive. And time logs are now part of Teamwork as a whole, as I said, not just tied to a specific product. You'll also be able to log time on behalf of others, so that's just more flexibility for team management. And then finally, automatic time logging to projects based on ticket, linked task, or client. So, again, less manual effort. It'll all be taken care of you moving forward. And then finally moving on to track performance. So this one's a long time coming. We are introducing our utilization chart. So this will give you a snapshot again of your table report of all your users. So the green bar here will represent your billable target as a company and then how you're tracking versus what you've planned out against your utilization to what actually happened. So seeing how things are on track or off track, this would really help you make data driven decisions and have conversations around workload forecasting or spotting trends where you might actually have to make a case to hire additional support. So that's coming very soon. I think to unplug that should be with us early next week, all going well. So keep an eye out for that one. Next is advanced filtering. I am super excited about this one. Again, another brilliant addition to our custom reports. So we are introducing a whole new layer of advanced filtering here where you can combine to your heart's content conditions such as is, is not, is between, is after, and more so that you can really focus in on what's important to you. You'll be able to use and or logic to group filters and create powerful flexible rules that really allow you to build the report that you really need to to see. And, again, we're giving you more power within Teamwork to stop that manual effort taking data out to manipulate it elsewhere. So really excited for that one. And I think that's it for me. Great. Thanks, Amy and Emer, for all of that information on what's coming and, what went out. So we've been very busy the past little bit, and thanks for all your questions and comments. Just wanna wrap up before we go to q and a with a couple other updates. So if you saw something today that you were interested in, but it's not on your plan or you wanna trial certain things, get in touch with us, and we can definitely have a conversation with you to show you some things more in-depth, like I said, on a plan that's not on your plan or hook you up on a trial of something. We really want everyone to at least try some of these, see if it's a good fit for you. So we will, just pop in the chat now a form for you to get in touch with us. And, like I said, let us know a feature that you're interested in, and, we can take it from there. And, yes, I will be sharing I know there were some other questions about the presentation and the recording. Both will be shared, so you can pass this good news along to everyone, at your company too. Similarly, if you want to continue to be involved with, Teamwork, we are looking for AI early access users. So we don't wanna AI wash you. We wanna make sure that what we're putting out is useful for you, is functioning for you the right way. So you can join our AI early access form, and just get the first glimpse into all things AI with Teamwork dot com just to make sure that it's really, really in the best shape when we get it out to everyone. So I will put that form in the chat now also. Couple more things here. I always like plugging our Teamwork dot com community. This is a great resource, to ask your questions, to keep in, up to date with events or webinars or product launches. So scan that QR code, search for the community on LinkedIn, ask other people here. It's a great, great, great resource, for you just to hear exactly from us, from Teamwork users, ways to get support, and make Teamwork work the best for you. So like I said, feel free to scan that QR code and join our join our community. Next up, we have a a resource hub. So, as you know, we're launching case studies, webinars, podcast, product updates, all of that fun stuff. And sorry. A little slide happy there. We now have it organized by hub, these hubs by theme on our website. So if you want to know all of the recent news, and feature launches for resource management, for example, you can head to the resource management hub, and it will all be organized by that, for you as well. If I could get someone from Teamwork just to pop those links in the chat for the community and the hubs, I would be forever grateful. I'm I'm running into a bit of some technical issues right now, so would appreciate if someone could could jump those and put those into the chat. And the last thing before we get to q and a is that we do have some webinars coming up. So we have two webinars the first week of August. They are all about tips and tricks for resource management and then mastering financials and teamwork also. So those are coming up the first week of August, and then what you're seeing on your screen now is the next round, which will be the following week, all about setting up Teamwork dot com for success and also simplifying your daily work. So if you are newer to Teamwork, these webinars are great for you all about getting set up, and just making your workflows and all of your kind of actions in Teamwork work the best for you. So once again, if if someone from the Teamwork side could just drop those links in the chat, I would be I would be very grateful. I think my screen is frozen at the moment, so we are just going with what we have on the fly now. So all that's to say, we've now got about fifteen minutes or so for for the q and a. So thanks to everyone for submitting their questions. We can get Amy and Emer back up on the screen, and we can start going through some of those questions. And I can start with with you, Emer. There was lots of excitement about the time off feature, and managing public holidays. Obviously, everyone's very global right now. And there was a question about creating calendars for, like, custom holidays, so not just from that predetermined list of geographies. What's the what's the update on creating custom holidays? Thanks, Natalie. It's it's a great question, and I'm glad it was asked. So we intentionally called the first version of this time off as we absolutely do plan to add in the ability to add custom holidays. So we know that's one of the use cases that you're looking for to be able to manage your own internal holidays at a global level and customize that. So that's that's hence the name of the feature time off and why we didn't go with public holidays. So that's definitely something for the next version that we are looking to implement. Alright. Forgot I was off mute there. Yep. That's good to know. There's a bit of growth room for for that feature. Let's move to Amy right now. The Outlook sync, obviously, was one that got a lot of excitement, a lot of ear. Are there any more improvements coming to the Outlook sync? Yeah. Short answer is yes. We're always gonna be trying to improve our releases, and learning from the feedback that you guys give us. The two things that we're working on right now is we wanna make sure that it functions the same as our Google sync. So we are trying to make it so that you can edit events in the my calendar area, and those would reflect on your Outlook calendar. And then the second one is being able to update your response to events. So whether you're going, whether you're a maybe, or whether you're a no, those are, like, response buttons we currently have on the Google Calendar, and we wanna add those in for the Outlook one as well so you can change what meetings you're going to based on the work that you're doing. If you have some tasks that run over, you can easily just change your response to specific events. So those are the the two improvements that we're working on right now, but always welcoming more feedback on the Outlook sync and our calendars. And as Emer said earlier in the call, the two calendars will also be reflected in the planner areas as well, and that's something that we are actively working on and we'll be releasing soon too. Awesome. It's good to know that. Yeah. There's even more work after they've been released or or launched on these features. Emer, we can come back to you. Some questions about the AI utilization summary. Can you filter that to to give a summary on just a specific project or a specific team, or is it kind of a blanket summary on on everything on the screen? Yeah. So the the short answer is is not right now. The the idea with the initial release is a lot of users in the planner, and it's hard to make sense of what's in front of you. A lot of time is spent who who's overbooked, where are they overbooked, who has the capacity, and then reassigning work. That the idea initially is that we will give you a full summary of what's in front of you, tell you who's overbooked, where the capacity is, if if there's any trends around, you know, forecasted utilization that Mary, the designer, doesn't have any work this week, that's highlighting to you as capacity. Once you have filtered the view down, so if you filter by project and then apply the summary, it will still give you the same idea. We are discussing internally where we're gonna take it next, but you should be able to ask the the summary what you wanted to do so, again, around specific projects or teams. So, yeah, watch this space. Great. Amy, we can jump back to you. Some questions about calendar events is if we can log time to tasks based on calendar events. Yeah. If I'm understanding this question correctly, when events come into the My Calendar, there is a log time button on the the details of that event. So then when you hit log time on a calendar event, you'll be able to choose the project that that should go to or the task that that should be applied to as well similar to logging time traditionally in Teamwork. And then once you log that time, you will get a visual representation in the my calendar that time has been logged to that calendar event, and you'll also see that in that time logs as well in the description, it will say what calendar event that has come from as well. So, yeah, that that's kind of one of the main use cases we see, so we try to make that experience as smooth as possible for you guys. Great. Another question. Let's go back to Emer. Some interest in quotes, but maybe just give us a little sneak peek into where users can access and find quotes. Yeah. So these are gated to scale and found as a tab under each specific client. So, yeah, scale only and under each client. That's that's where you can find that. Yeah. You gotta head to the client's view, and then under when you click into each client, you can kick start their quote from there. So yeah. Maybe a little hidden, but that's exactly where you can start creating your quote is under the client in the client's view. And, Amy, a couple questions about the difference between table view versus list view. We know there's a lot of different ways to view that data. So how is the table view a bit different or distinct from the list view experience? Yeah. I think this is a really good question. And, like, I suppose I'll start it off by saying, like, there's no requirement to use table view. It's an option to use, like, a table view or a list view or a board view in Teamwork. We give you those options. But kind of what is the benefit of using table view is that there is more customization in table view, than in list view. So customization, like being able to toggle toggle on and off, like, task columns. You can build a more customized view of those columns. So it'd be, like, task name, assignee, priority. If you have a custom field that's really important to you, you can put that as a column. Whereas in list view, we have a very standard kinda icon sequencing, and you can just kinda see those icons and update those icons on list view. So list view can be very good for adding tasks, quickly updating tasks, and then table view is very good for seeing the most relevant information to you and your project. And then another difference between, like, list view and table view is this view, we normally just group by task list. Whereas in table view, you can customize that grouping by a criteria, and that's especially something we're gonna focus in on the new table view. So being able to group by priority, assignee, due date, that's something that we wanna really improve in our new table view. And then kind of the last aspect is, again, that sorting aspect. So just, again, customizing that view, being able to sort tasks by, like, priority or being able to sort tasks by a custom field. That table view allows you to sort by those criteria really, really easily. Whereas in the list view, it really is just kind of like a list of tasks, and you can filter them and you can do some sorting and some, like, bulk editing, but mainly the table view is really good for sorting really quickly and grouping in different ways and adding that customization. Yeah. It's a good it's a good recap. But, as we started out, you choose the list for you. I think we should pull this audience one time to say, what is your view of choice? I'm a board view person. I I love the board view, but it's it's really how it best fits you, but that just gives you a bit of clarity and distinction between those two. Okay. Let's go to Emer. There actually, Jen just asked a question about some tentative project features as well. So a question also about tentative projects is that when the tasks like, say a task is created in the tentative project and assigned to a user, will that then show and carry over into the workload planner and have some sort of marker that that task is linked to a tentative project? Like, what will that potential connection be? Yeah. It's a great question, and we can definitely share some prototypes with you, Jen. So the the project itself being tentative will be very visible. So if a user is across three as is confirmed projects are there today and then two tentative projects, you will visibly able to be able to see that the tasks are connected to that tentative project. And then via filtering what you want to use, just show all tentative work. Therefore, all of the tasks shown are still connected to that project. How the workload planner really works today, it will all go back to the project level of if the project is confirmed or tentative. That will be the same for your project list view, your client list view, how much of the work is in the pipeline for this client versus what's confirmed or active. All of that would be very visible via chip, kind of like how it is today in the scheduler, but a lot more pronounced and prominent so you can visually see. Great. Yeah. I'm personally excited about the interconnectivity of all the planning and resource management stuff with the project management stuff. So we're just beginning that journey of really connecting the dots for everyone here. And then, Emer, another question for you about skills. This I think this person's asking about proficiency or ranking of skills knowing, you know, someone might have the same skill as another person, but perhaps one of the subject subject matter matter expert, someone's a beginner. They actually don't quite have the same proficiency on that skill. So is it on the road map to kind of rank that, or how how would someone handle that right now? I would say that, yes, this is within our overall plans and where we want to take it. Levels of proficiency is something that came up a lot throughout the research and using that skills table in the people section. That's how how our customers want to use that to see where the gaps are, who needs to be upskilled, or, you know, to see if we don't actually have that skill within the business despite having x amount of roles. So it's definitely where we want to go. There is, however, a number of very creative workarounds that I've seen today such as I always default to my designer example, but designer one two three four five, which is obviously very straightforward to more using abbreviations of beginner, you know, mid level advanced expert. And that's worked quite well for filtering that, you know, you need a Figma expert, and that will return just fine. What levels of proficiency, excuse me, is definitely something that's on our radar. But if you get a little bit creative to what you mean the skills, it should work just fine today. Perfect. Great. Well, that I'm gonna wrap that up there. Give everyone five minutes to stretch their legs and use the bathroom and get a drink before your next meeting or engagement on the hour. But thank you so much for taking a a big chunk of your time to spend with us today. As I mentioned, there will be the recording and slides shared around afterwards, so you can always reference that again. Thank you to Emer and Amy for presenting, and thank you for all the product managers who many of you have been chatting with in the background for answering questions and supporting us, along this hour together. And thank you all for being Teamwork customers and part of this community and and spending time with us today. So keep your eyes peeled on all these exciting things, and enjoy the rest of your day. And thanks again.