Transcript for the video 'Q3 How to simplify your daily work with Teamwork.com':

Hello, everyone. Happy Thursday. Almost the end of the week. Alright. Welcome, everyone. Okay. So we're gonna give a maybe one minute for people to join and settle in. For those of you who just joined, welcome. This is our simplify your daily work webinar, and we're going to talk about making your work day less about chasing tasks and more about actually getting things done. So I'm gonna say that again in a little bit. But for those of you who just joined, while we're waiting for everyone to settle in, if you don't mind, use the chat to tell us where you're calling from and then maybe what's on your desk right now. Is it coffee? Is it tea? Just wanted to ask a fun question for Thursday. So is it coffee? Is it tea? For me, I'm in Toronto, and I am obsessed with coffee. So I have coffee on my table right now. What about you, Andrew? I am based over in Rhode Island, actually, by the water, the ocean state. And on my desk, I just have water right now. It's boring. But it has electrolytes in it, so that's fun. Oh, that's cool. Make sure make sure to hydrate. Yep. Yep. Yep. Definitely. It's really hot right now. Coffee. Typically, I'm I'm coffee guy as well. So Perfect. One more person on coffee team. So I have, people calling from Omaha coffee with chocolate milk. That sounds very tasty. I love it. Okay. So, yeah, if you don't mind, keep those coming and just sharing where you're calling from and then maybe what's on your desk, coffee or tea. Like, we're just gonna do, like, a team mix mix up. Water. Okay. Cool. Nice. Alright. So we're gonna get started. And, again, this is our simplify your daily work webinar, and we're just gonna talk about, how to simplify your daily work within teamwork dot com, just exactly like what the title suggested. I'm Helen, your host for today. And with me is Andrew, our excellent excellent product expert here at teamwork dot com. So just like very brief intros. I work I'm part of the customer education team here at here at teamwork dot com. I run academy and ANAP trainings. So those are on demand trainings to help you, learn how to get the most from Teamwork so you can achieve your goals and work more efficiently. What about you, Anju? Hi there, everyone. I am a customer solutions manager here at Teamwork. So I work a lot with our current customers and our especially our new customers, to get them up or up and running with Teamwork and make sure they, know how to use the features within Teamwork to help meet their business goals. So, I'm on the onboarding implementation team technically, but I really work with all types of customers within Teamwork. So, looking forward to getting everyone's questions today. This is meant to be interactive today. So, please please please ask your questions in the q and a as we go. Helen will highlight that later on, but looking forward to chatting with everyone today. Thanks. Yep. Thanks, Andrew. Okay. And then just a quick plug for our t mark dot com academy. It's a free resource with on demand trainings. So I'm just gonna pop the link into the chat. So please make sure to check that out after the webinar or anytime, when you're free. Alright. So before we start, a few quick housekeeping notes. One, you can ask question like what Andrew mentioned. You can ask questions at any time in the q and a panel. We will pause after each section to answer some live, and we will also leave some time at the very end to address some questions, so keep them coming. And then on to the next slide, please, Sanjay. So today's webinar is being recorded, and you will get the recordings afterwards, and you can rewatch or share with your team. Alright. So on to the next one. So before we dive into today's agenda, I just want to quickly take you through our teamwork dot com hierarchy if you haven't seen this. This hierarchy helps explain how work is organized in our system, so in teamwork dot com. On the screen is a visual to help, but what you need to know is that work is centered around clients. And then within clients, you have projects and tasks. So they are how you manage work. And everything else like budgets, time logs, milestones, there are ways you work with data within the project. Anything you want to add in here, Andrew, or does that sound good? No. That that's a perfect kind of, introduction there. We'll highlight the hierarchy as we go along today, during her different sections of the webinar. But, yeah, it's important just kind of just in a helpful visual to help them do understand that within the project, lives those task lists, tasks, and subtasks. And then also within the project, you're logging time. You have budgets. You have milestones, all the good stuff within a project there, and the projects roll up to the clients. So yeah. Perfect. Thanks, Sanju. And then on to our agenda for today, if we flip to the next slide. Thanks. So here's what we will cover today. We're gonna start with finding tasks. So how to quickly quickly locate your work so you can spend more time doing and less time searching. And then using the my work area to prioritize your day by seeing all your tasks within one place. And then working with tasks, my work is very easy. So you can use the task details, dependencies, all the good stuff to keep work moving. And time tracking and my calendar, those are just you're doing the hard work. So let's make sure you're getting the credit. And then my calendar, you can use that to block time or, for focused work or balance it with meetings. And then lastly, the two things, one quickly, one is adding on available time in the workload planner. So, you can keep workload planning accurate by logging your availability and then using the inbox to stay on top of updates so nothing gets gets missed. So like really really today is all about these little changes that make a big difference in your day and we want you to leave thinking like wow. This is that's going to save me so much time tomorrow. And that's that. And I will pass it to Andrew. Awesome. Give me one second here. Change over my screen. Awesome. And you can see it okay? Yes. Alright. Great. So, hey, everyone, again. Welcome to the demo portion of our webinar today. Lots to show today, so we'll get right into it. But I did wanna highlight, just and visualize and just show everyone the hierarchy that Helen and I talked about a little bit earlier. You know, you might know this already if you've been using Teamwork for a while, but I think it's worth kinda just highlighting again. I'm gonna start here on my left hand side in the projects area. You know, we're gonna be spending a lot of time in the home page, which I think is gonna be key for this for this learning today. But just to start on the project tab, I wanna show everyone that hierarchy that we talked about. So at the top level of Teamwork, we have the client name or the internal or or your internal company here. So in this case, my company here is teamwork dot com, and then I have clients that I'm a part of here that I'm working on for Apple, for Coca Cola, for Ella's Kitchen. And I have projects associated to my clients that are nested underneath my clients here. So if I come into my project view here, I have a nice organized view of my internal stuff that I'm working towards and my client projects that I'm involved in. Okay? So, again, you know, you depending on your role within Teamwork, you might not have access to every single project in your site. You might only have access to a few projects. But in in either case, you'll be able to see each project that you're involved in within this project tab here. Couple quick things here. You'll this is gonna be a theme throughout the call today. We have the ability to customize these columns to display information that we want to display. So, you know, part of making your teamwork experience pretty seamless is just making sure that these views are configured to how you want them to to be viewed and configured how you want them to be set up. So for instance, I can disable certain columns there if I don't need some. So I can really simplify my view here. So right now, I'm seeing project owner, the start case and end dates of the project, the workflow that's supplied, the tags, the budget, the latest activity. But if you don't care about some of that stuff or you just don't simply don't need to see it, you can toggle off budget. You can toggle off tags. Right? So it's all customizable to make your view a bit more simplified there. Okay? Secondly, I'm gonna point out the filter area up here. Again, I'll point this out as we go throughout our call today, but just always be aware of your filters whenever you're on a certain page within Teamwork. It just helps you drill into certain data points within projects or within the page that you're on. So for instance, if I just wanted to look at a certain client, I can filter just to Coca Cola, and that would just show me Coca Cola projects. Okay? Now let's switch gears here. When we go into a project, and let's say we're going we're gonna go into the digital marketing plan here for Apple. When I hop into a project, it's gonna be obviously, you know, we have your task list here, which is part of that hierarchy we talked about, task list at the top level, which is, in this case, is SEO, social media, strategy, etcetera. Underneath the task list here, you have the individual tasks that will be assigned out to yourselves. Now we're gonna go more in-depth with tasks here, but I just wanted to show everyone quickly, you know, this first section is all about finding tasks effectively. Right? When you hop into a project, you know, we have a lot of tasks in the project sometimes. Right? So how do I quickly find my task? So first of all, I can just quickly punch in my name up here. Of course, there's nothing I'm not assigned anything on this project, of course, but I can also just click this little toggle up here to quickly only show tasks assigned to myself. So just a really helpful hint when you're coming into a project, just make sure to toggle this on if you wanna just look at the task assigned to yourself there. So rather than kind of clicking around and finding, you know, which task, you know, you're assigned to there, just use this little toggle up here. I'll show you a better example. If I go into marketing campaign for Apple, I'll click this, and now I can just see the task that I'm assigned to within this one project here. Okay? So just wanna highlight that. And then two more things within the project here. It's important to think everyone gets used to the different task views within Teamwork. I won't go super in-depth with these today, but I did wanna highlight that. You know, I'm just starting on the list view today. But we also have our board view, which are our Kanban view. So some of you might be familiar with working with Kanban views or Kanban. Not exactly sure how you say it. The concept here is that your tasks are these cards now. So, you know, the same task that you're looking at in here just show up as these cards within the board view, and you can move your tasks throughout these different stages here. So we have a lot of customers that manage all of their work out of board views. They love board views, and we have customers that don't use board views. Right? So this is just available for you. It's totally optional, but can help really help define which stage the task is in. These columns can all be customized here as well. K? And then lastly, in the project, we have our table view. Our table view is I'll talk more about this, but it's much more of that customizable view where you can edit the columns and rows here. Okay? So, again, I can click my top icon here and go ahead and toggle off and on certain, columns that I want to see within my project there. Lastly, in this section here, a quick tip on you know, rather than going into each project and finding your task there, you can always use the search bar up here. So you have something due today, but you can't remember if it's in the marketing project or the client website project or the product launch plan. You spend more time clicking around than actually doing the task. Right? So enter the search bar. You can enter you can locate tasks pretty instantly with this. Right? So I can just search for any task here. I'll search for on page optimization. I can see all my tasks that are assigned here, and I can even filter to a certain project here as well. Okay? So that's just quickly searching tasks throughout different projects there. So it can be very helpful to find tasks quickly rather than kind of poking around in different projects and finding them. K? So that can be really helpful there. That's pretty much it for that section there. I just wanna familiarize everyone with the hierarchy again, and then when you're in a project being effective working on your task within a project. Again, every time we open a project, you're gonna see multiple task lists. You're gonna see multiple tasks in different views here and being able to quickly filter to your tasks there or use the toggle to find your own tasks and just be able to work on those. You also obviously can see everyone else's tasks here, so you can see how your work fits into everyone else's as well. So we just wanted to show that to start with there. I might pause for any questions that came up during that section. Yeah. So there is a pre webinar question. So customer is asking if I have the same task name in two different projects, if I use the search bar, how can I tell which one I'm looking at, like, with the how how can I tell which one I'm looking at? When you search good question there. When you search, you have page speed optimization, on page optimization. So these are two different tasks. Right? On page optimization, home page. The project name and the client name is right underneath the task there. So you'll be able to understand quickly here. Okay. This is for the SEO project for Apple. Well, I guess they all are in this case. Try to find you a better example. Of course, I can't find a good example for you. But, anyways, to to identify which task it's from, just, identify the project name and the client name below the task in there so that can help identify which where it's from. Yep. Thank you, Andrew. That's all the questions I have right now for this section. And like we mentioned in the beginning, if you have any questions, please feel free to pop it into the q and a. We will make sure to address that, between sections or at the end of the webinar. So keep them coming. And that's that. Pass it back to you, Andrew. Awesome. Alright. So let's, we're gonna take a step back here. So that was kinda working within a project, the teamwork hierarchy. Right? Let's take a step back. And, you know, rather than going into each individual project to find your tasks, which is you know, we talked about good ways to do that, an easier way, I guess, or really, like, what we wanted to stress here is that, using the home page can really help you manage your tasks out of one central area. So, obviously, sometimes you're gonna have to go into the project to identify what other people are working on within that project. But if you just wanna focus in on your day and your tasks specifically, that's where you're gonna navigate over to our home page and the my work area. Okay? So you come into work in the morning. You open it up, and you have, you know, different open tasks and different projects and different clients, etcetera, etcetera. You don't know what to tackle first. Right? So you spend first half of hour of your day trying to figure out what I should do first. Right? This my work page helps align what and prioritize your work in a given day, in a given week for you. So I'm gonna go through an intro of this section now. So we'll talk a little bit about this here. Again, it's gonna show you all of your tasks, for from all of your clients and all of your projects in one single view here, and they're nicely separated out by the late tasks up top here, the tasks that are due today, the tasks that are due tomorrow, next week, later, and then any task with no due date at all there. So it forces you to kinda think through, okay. Well, I have this stuff that's late. That probably needs to be done first since it's late. Right? Then I have tasks that are due today. Then I have tasks that are due tomorrow. You know, I I have a lot of tasks assigned to myself in this view here. But it's super helpful to get again, prioritize your work that way. Again, this is our calendar or excuse me. This is our table view, So that means you can customize what you're seeing in this column view here. So, again, if we look at a task here, we have the project name. We have the client name. We have the start date of the task, the due date of the task. And then we have the priority, the estimated time, the log time, the task list, and then the stage, which is those board columns. Now, again, that's a lot of information, but you can simplify your view. Right? You can turn off columns that you might not need. So if you're not gonna use priority, for instance, go ahead and disable that. I think what's important to what's important to be successful with Teamwork is make sure when you're looking in coming into this view, you're getting a really clear, quick view into what the task is, what project is it from, and what client is it from, all in one simple view there. So you're not having to click into things to understand things. You're getting a quick glance in terms of what's on your plate. So that is that table view again. Make sure to personalize and customize what columns you see, and you can always click and drag the columns as necessary as well to make sure that your view is gonna make the most sense for yourself. K? Couple other things here. I can search by task name here. So if, again, if you're looking for a specific task, search by task name. You can filter the view. You can filter by tags, by due date, by priority, by projects. And then you can actually add personal tasks here. Remember to log my time. And you can add tasks through here as well if you have that permission enabled. Okay? That's pretty much it. Actually, one last one last tip here. Again, it's gonna default to only show your tasks that are assigned to you. You can enable to show more people. So if I wanna see my teammate Alex's tasks in my view here as well, I can hit update, and that would show Alex's tasks in here as well. So no need to do that. There's just just an option there. But this can be a helpful view for again, you guys come in, start your day here, check-in midday, understand, prioritize your work effectively. Anything I missed there, Helen, or any questions at all? Couple quick questions. So one customer is asking, if if I was assigned to a subtask, will the master task show up in my work view? Good question there. The the parent task you said master task, but its parent task is, is what we call it in teamwork. Just wanna be clear. The parent task will not show up in here unless it's assigned to yourself. Okay? So it will show up in here if it's assigned to you, but it will not show up if it's not assigned to you. What you can do with subtasks there, it's a good question, is to click open the subtask here. It's always gonna bring give you a breadcrumb into the project name, the task list name, the parent task, and then this is your subtask that you're assigned to there. So whenever you open up a subtask, you're always getting immediate insight into what is the parent task right here. So, no, it won't show up in this view necessarily right away. But if you click on the subtask itself, you can see that the parent task is right here. I can even click on the parent task, and that'll bring me into the parent task here. Perfect. Thank you, Andrew. And then the other one is, the customer is asking, if a task was assigned to a team, will it show up in my work view? If it's assigned to a team that you're on, absolutely. So, like, in this instance, I'm on the engineering team. So these tasks here are assigned to the engineering team, and they are showing up. Great. Thank you. And then, we have another customer asking this might be a good segue into the next piece. So a customer is asking, we use a we use a lot of task comments to keep people on track. We would like to have people adding comments and files to the specific task, and then simplify simply just sending the email. Is that is it possible? So you said you you want to be able to add files and and drop, like, messages on tasks? Is that the question? Yes. Yeah. Yeah. We're gonna go that's a great segue. Yeah. The next kinda next type kind of area we wanna talk through is just working with tasks, like, in the details of tasks. So we'll go into that now, and I'll show highlight the files and comments. But any other questions before I move on to that? No. All good. Awesome. Alright. Yeah. So this next section is just kinda work a little bit more in-depth with working with tasks here. So, let's go ahead and open up one of our tasks here, establish influencer link, link campaign. Right? This is a late task. I wanna run through all these details here and what you can do with tasks and what's important. Right? So excuse me. First of all, basics here. I'm assigned to the task. I have dates that start Sunday due August seventh. So this is, what's today? The, fourteenth. So it's a week overdue. So I better get working on that one. The priority here is high. I can adjust that if I need to. You have a full task description here. So, a lot of customers will use this for a lot of really good notes on tasks, to define, like, processes or SOPs within the task description here. That can be really helpful. I can add tags. I can put the task in different stages here as we talked about. I can see the parent task. I can set reminders and followers, and I can see my estimated time here as well. We're gonna talk about time logging next. I can set my progress. I can see the task list. And then at the bottom here, there's a bunch of more custom fields that I've, have as examples here on this call. So you might see in your instance, you might have some task custom fields listed here. No need to worry. Like, if you're not using custom fields, it's not a big deal, but they can help you with, like, things like impact, level one, level two, you know, products delivered, information, reference number, team, things like that. Then lastly, at the bottom, there's lots of stuff down here to get familiar with. So, logging time and adding subtasks, that's self explanatory. We'll get to logging time in a bit here. But at the bottom here, to answer the previous question there, is that, of course, you can drop in files to this area here. You can integrate Google Drive, SharePoint, OneDrive into here, and Dropbox as well, I believe. So that way you can just link files directly within tasks here, so that can be really helpful. And then lastly, at the bottom are our commenting. So comments are extremely important for communication threads and teamwork there. It really keeps all the communication in one place on the task level here rather than sending emails back and forth, which I think was what you said in the question there. So for commenting, I cannot mention, you know, my colleague, Andy, and just say looping you in here And hit save there, and that will send Andy an email, notifying him that I mentioned him in a comment there. Okay? So do you commenting is super helpful for, like, review processes, super helpful for, again, just communication threads and people need to be involved in certain areas of work. It can be really, really helpful there. So other things in here are dependencies. So always gotta be aware of dependencies. Those are extremely, popular when you're using like, doing a a almost like waterfall project management. You know, regardless of the term, it's just like, oh, a dependency, all that means is that your task here is waiting on another task to be completed in order for you to start your work. Right? So, like, I'll just go through a quick example there. I'll select the I'll select a different task to mark dependent there. And now this task is blocked for me to I can't complete it until this task here is completed there. Okay? So, like, imagine you're half of your project and realize the task you've been working on can't be finished because another piece of work hasn't been completed yet. Like, that's super important to know. Right? And you didn't know it was dependent on something else, and now deadlines are slipping. So the client is asking for updates, and you're scrambling to figure out who's doing what and when it will be done. Like, there's a lot that goes into that. So the dependency and just being aware of those can really help define, again, the timelines of things and and developing the clear communication strategies. So, yeah, I think that's that's, you know, pretty much it there. Just to be just go back to one area is the subtask there. The subtasks here help break down deliverables into smaller actionable steps, making them easier to track and easier to delegate. So that's one thing I wanted to point out there. And then, yeah, there's really, like and all in all, the task details here are, like, all about the who, what, when, where, and why. Right? More context regarding the task. It's not just a random task out there. You're applying more critical details to that task there. So just wanted to walk through all that with everyone today, make sure everyone understands that. If there's any questions on that, happy to take those now. Thank you, Andrew. There this is a pre webinar question. So a customer is asking, if I add in a dependency and then the first tasks get delayed, will the second task due date adjust automatically? Yes. With when they're linked by dependencies, yes. Absolutely. One task will if you move one task, the the other task will move automatically if you link them by dependencies. Yep. Thank you. The the Gantt chart can be an effective way of looking at that. Just, quick tip there. Thanks. And then Melissa is asking, can you please show how to set up the automation to send an automated comment to assignee when a task is late? Yeah. Good question there. So, in order to set up automations, you do have to go back into the project to do that. So let's go into the digital marketing plan here for Apple, and you'd click automate up here and create automation. Now I believe only admins can create automation. So, you know, I guess, like, this might be an admin only feature. But just to show you, when the due date arrives one day after the due date, let's say at nine AM or whatever you want there, across all projects, then we want to add a comment. And in that comment, you can actually do these little cool tokens here. So you can link in task name, task description, creator name, assignee of the task. So you're saying assignee, your task is late. Right? So something like that. So you could you could set it up this way, the automation that way, to make sure that anytime the due date arrives and it's one day after that due date, I automatically wanna add a comment to the assignee notifying them the task is late, for instance. I think you can also choose the, set the one to notify some the then to the action to notify someone. Yep. Yeah, to notify people if you wanted to, like, if it's not, like, something about lay, but, like, if you wanted to add comments or anything, like, you can do that as well. Absolutely. Good call out there. Yep. Notifying or commenting. Both will notify them, but if comment gives you a little bit of, gives you the communication to log on the task, which is nice. So Yes. Cool. Thank you. That's all the questions we have for this section. And, just conscious of time, we can move on to how to track time or time Yeah. Time tracking in Teamwork. Yep. Yeah. So time tracking is obviously a big topic here. There's lots of different ways to log time that I'll go through. But, like, just to preface, I wanna say, like, time tracking isn't just for your managers. It's really your data. Right? Like, it's your personal data. It tells you where your day really goes and how your day, what work you're working on. Right? So you can work smarter, not harder at the end of the day. Right? So you a lot of the times, we a lot of our end users want insight into not only how much like, how to log time easily, but ways to figure out, oh, how much time did I log today? How much time did I log yesterday? Right? So we're gonna show you all of that good stuff there. So we wanna make sure you keep a realistic picture of your workload, provide accurate updates to your managers, and improve your personal planning. Right? So those are our goals for this section in logging time. Okay? So the first way we can show logging time, very simply, back to our my work area. Let's say we're working on some tasks here. I can quickly open up that task. Up here, I can see what I've estimated that task to take, estimated five hours in this case. I can see in this case, I've already logged some time to this task here, billable two hours. If I wanna log more time, we'll just click on the clock icon there. I can either start my timer or just hit log more time. When I hit log more time, I can go ahead and just put in my time manually here. So I'll put in one hour forty five minutes for this example here. This is a client project, so it's automatically marked to billable, but just be aware of this little check mark if you're doing internal work or client work. Typically, client work is all billable. Non non client work or internal work was, non billable, but that can change varying on your workflows. And then just hit log time there. Super simple. Now I have additional forty hour and forty minutes. Logged towards my task there. And I if I hover over here, it shows me that I have one hour and fifteen minutes remaining towards my estimated time. Really helpful insight there. The other way you can log time is by you know, let's say we don't wanna even wanna click on the task itself there. I can just go down to one of my tasks over here and start my timer. Okay? So timers have become actually more and more popular here. Some people love them. Some people don't love them. But, in any case, the timer allows you to keep track of your time in real time. Right? So you're just, starting a stop clock there. I can move it around my screen. I can pause it. I can resume it. But I can also start timers on other tasks as well. Alright? So if I start timers on all these other ones here and now I have three timers going, I can pause one, start another, so on and so forth there. I can collapse this so it's not as in your face. You can kinda hide it down here, which is nice. And, again, stop, start. And then at the end of the day, all you have to do is just click log time, make sure that's okay, put a description in if you'd like, and log time. And then same with these excuse me. Same with these other ones. So those are two basic ways of logging time. Now a lot of times people log time towards the task there. You can also log time towards your projects if that's what you would like to do. So wanna shout that out. But if we look at our different ways of logging time in Teamwork, I do wanna highlight our calendar view and our time sheet as well. So I'll run through these, and then I'll pause for any questions. I know this is a kind of a lengthy section here. I wanna make sure we get to everything. Actually, the my calendar, I'm gonna come back to in full in the next section here. Let's just go to the time sheet quickly. The time sheet is going to be an area where you can quickly plug in your time to your tasks across different days of the week here. So, again, if you wanna quickly update your manager and say, oh, I worked already worked seven hours today or, you know, giving them insight into how how much you worked in a given week or how many hours you logged in the given week, you can just come into this time sheet and quickly get those totals here, which is really nice. The, the actual, process of entering in time is pretty simple here. Again, you'll see tasks scheduled for this given week here. And you can just plug in time into each cell here as you go. One hour, two hours, etcetera. You can always click the drop downs here to edit your time log or, you know, redo your time log if you need to. So different options in there. But, again, a really nice central hub for you to be able to look at your week totals for each task and then your week total for the for your total week across your work. Okay? So, again, your manager comes and asks you, how much time do you have left given the week? How much time do you log so far? You can come in here, get that quick view. Okay? No matter where you log the time, it'll still log within the time sheet here. Right? If you log time within the project or the my work area, it'll still show up in this time sheet view. I think that's it for this site here. Yeah. So I would just say best practices here to finish up, make sure you're always kinda be aware of that estimated time. You can always compare the estimated versus actual time on the spot when you're, looking at the looking at your budget on the task level there. And then also use non billable time logs to capture internal meetings as well or admin work as it still impacts your day. So we'll go through that more in a second here, but I'll end with that. Any questions at all? Yes, Andrew. Very quick question. This is more from admin perspective. So can Teamwork send all reminders to team members, to lock their time at the end of the week? Yeah. Great question there. As an admin, you can set up time reminders. Absolutely. So if you go into your site settings over here, so go into your name and then your site settings, and underneath the time area here, you can, see time reminders, send reminders. You can do every working day, or you can do weekly on Friday at four o'clock or whenever you'd like there. To all employees who have tracked less than ninety percent, eighty percent, seventy percent of their capacity. So it's nice because it takes into account the unavailable hours that people have on their schedules. So I would use time reminders for that. Yep. Great. Thank you. I think we can move on to the next section on my calendar, and we probably will have more questions coming up, after that section. Got it. One second for me. Let's go over to the my calendar view. Awesome. So we talked through the my work and the my time sheet. We won't talk through the calendar view. This is a huge value add here. So what you're looking at here is my actual Google Calendar that I've integrated here. So first and foremost, the you can integrate your Outlook or Google Calendar in here to look at your meetings and time block your day. Okay? So that's that's what this calendar view does there. Right? So, like, your day is filled with actual meetings, right, all the time. Actual meetings from your clients, internal meetings, but your actual work tasks aren't aren't in there. They're not in your calendar. Right? So, you know, by the end of the day, you realize you spent all day in calls and still have hours of tasks left and no protected time to actually do the work. Right? So how do we solve for that? We can use this calendar to use those time blocks there. So I have lots and lots of meetings on my calendar here. Today is especially busy for me as you can see. But what I can do here is take one of my tasks from up here, like write chapter one, or use tests on current website. These are my tasks up here. And I can click and drag this into the different areas of my calendar here. So if write chapter one, I want some time to work on that on Friday before I'm out of office. I can time block my day from ten fifteen to eleven and just say, okay. Perfect. I'm gonna work on right chapter one after my meeting. Okay? And what's even one step further, which is really nice, is that, okay, after I'm done with a meeting or my actual task there, I can quickly log time towards my meeting or towards my task here. So as simple as that to log time, just click the little log time option there. Because I've scheduled forty five minutes for for working on that, I can just click that button. It'll log forty five minutes for me. Also, with, like, internal stuff, like, I have my kinda call review day prep scheduled every morning. That's internal time that I wanna take to review calls and make sure I'm prepared for the day. I can just click on the log time there. This is not a task. Again, that's a that's a that's a Google Calendar meeting. And quickly just select which project I wanna log that towards. This would be an internal project. This is non billable. So weekly to do list. Perfect. And log time. Simple as that. So this view really helps you plan your day, better plan your tasks better, schedule important tasks and your productivity hours, use time blocking to prevent overbooking, and keep calendar sync for a kind of a central source of truth for you here. So, your Google Calendar and Outlook calendar is available to be, integrated here. So definitely take a second, integrate your calendar, and start using the time block feature there. Any questions on that? Yes. So I have three questions right now. And if anyone has any more questions, please pop it into the q and a. So, customer is asking, can I create tasks directly from my calendar? Good question. I thought you could. Yeah. Let's create time block. Let's, just try this here. Add new task. Yeah. So to back up there, if I have an opening on my calendar like like I did on Wednesday yesterday, if I go and create that time block, I can just go to, okay. I wanna create a new task within content creation, and then go add new task from there. So it is, like, couple clicks to create that new the new task, but you're creating a time block, and then you you're creating your task for that time block there. So yeah. Great. Thank you. And then the other question, customer is asking, if I move a task to a different day in my calendar, will it change the due date in the project? No. That's a really good question. It will not adjust the due date of your task. That's just the time block that you're saying to yourself. I'm gonna work on this task on this day and this time. Okay? That's all a time block is in your calendar view. It's not gonna adjust the date the date and time of your task because right chapter one here, for example, that's a ten hour task here. So I'm just blocking off individual chunks of that ten hours. So right chapter one here, right chapter one here, chapter one here. So, like, I'm blocking off just a little blocks of time with that same task there, but I'm not adjusting the estimated hours, and I'm not adjusting the timeline of the task itself. I'm just putting in time blocks in my calendar to know to know that I'm gonna work on that during my day. Perfect. Thank you, Anju. And then sorry. Excuse me. And Sean is asking, does write chapter one, so that should be one of the time block you have, will be in your Outlook calendar? Good question. No. That that's the task to write chapter one. This is a task that I have for, one of my ebooks. Oops. Right? Chapter one is for the content creation project, that I have in here. So this task won't show up in your Outlook. It's just this is the teamwork calendar that shows your teamwork tasks. There is a way to get some visibility on your tasks within Outlook, though, if you you use this one of our other integrations. Maybe we can follow-up with information on that. But, this time block won't show up in your Outlook. It's just gonna show in your Teamwork in your Teamwork my calendar view here. Great. Thank you, Andrew. And then this question, a customer is ask asking, is it possible to use the duration of a synchronized event synchronized as a trigger to calculate the time spent on a task? Does it make sense to you? Or, like, is I'm not sure the duration of a synchronized event synchronized as a trigger to calculate time spent on a task. No. I'm not sure what that means, to be honest. So, yeah, if you can provide more information about what you meant by synchronized event, and synchronize as a trigger, we can address that question at the end of the webinar. Thank you. And that wraps up our question for time tracking on my calendar. So let's move on to our next section about adding on available time in the workflow planner. Gotcha. Alright. So, yes, this is again, you know, we've gone through the different areas of the of the home page here. We do like to cover the workload planner. It's I think it's a great view for getting an insight into your, availability and your kind of estimated hours per day and the ability to log unavailable time and time off. So if we go into planning here, so I'm gonna switch gears from the home page down to planning and then go into workload. Everyone should have access to this. The workload is gonna show you your estimated hours per day here simply. Okay? Each person here, Alex, myself, Andy, Charles, each person you'll still see here, of course, you can quickly just search yourself there. But all you're viewing here is the estimated time assigned to yourself across your tasks, across your projects. To get a further insight into your workload, you can click the drop down here. And now I can have visibility into okay. This is nine hours and eighteen minutes scheduled for today. What's taking up that what is what is consisting of this nine hours? Right? Well, I can see here I have discussed requirements task. I have identified topic. I have write chapter one. I have create sales demo site. I have other stuff available. So there's a lot of tasks going into this nine hours, so I'm over my capacity for that day. Now, of course, like, in here, I can adjust my dates of tasks as I need to, and I can reassign stuff as needed. But at the bottom here, like, we just wanna show you that you can also put an unavailable time. Okay? So tomorrow myself, I have a five day or excuse me. I have a half day scheduled, so I put in four hours of paid time off. Okay? And now let's take into my total avail my total estimated hours set day for seven hours. Conversely, let's say I have some time off coming up. Let's see. I have some time off coming up next week at some point. I'll go down to the Monday, the eighteenth here, and I will click click the plus sign to unavailable time here. I'll put in all day, August eighteenth through August eighteenth, for paid time off. I can hit save, and now that will block off my calendar. It'll shade that square off in the view for myself and my manager to look at there. So that means that okay. Now that this is blocked off, I can come in here and alert my manager and say, hey. I have a bunch of stuff that's starting on Monday, but I'm off Monday. Is there someone else that might need to step in on this? Can we adjust the start dates of the task? Like, what needs to happen there? Right? So it's all about keeping everyone on the same page in in in the loop of when you're off, when you're when your time off is scheduled so that work can still remain completed. It can be can be delivered on time still. Right? So that's putting in your PCO. Your managers can put in your PCO for you if you if they want to, but, you know, obviously, we're showing this to you because and any end user can put it in themselves there as well. So always log vacation, log time off, or block time in advance so that you everyone's on the same page. View your capacity in the workload planner, and let the system help your managers assign work around your availability. That's really what this is for there. Okay? And always review your workload weekly to review upcoming conflicts. That can help as well. So that's quickly the workload planner. I think I might just stop there. I don't know if there's much else to say about that, but I think we you know, there's the how to and then just what this view is for. Like, again, this view is for yourself and your managers to make sure that everyone's work and everyone's accounted for in terms of their time off, their work that's being scheduled, and be on the same page there. Yep. Just a very quick question about, unavailable time. So as a admin, can you assign unavailable time to multiple users at the same time? Absolutely. Great question there. So, when you add on available time, you can quickly just check off your individual users there. So I can just check off everyone and say that this is a public holiday, company holiday, and hit add time there. Right? So, yes, absolutely. That will show up for everyone else. So whenever you add on available time, it will you can always make sure to check this area here and select multiple people there. Great. Thank you, Andrew. I guess it's a good way to, just for, like, public holidays, for example. It's just a good way to set, like, sectors, block that time from your team if they're on public holidays or stuff like that. Right? Exactly. Exactly. Yep. Great. So I think that's all the questions I have for this flow planner area. And I think we have one last section to go through, and then we can leave some time at the end for questions. Yeah. One last section here, everyone. So we're kind of back to the home page here where we spend most of our time with my work, my calendar, my time sheet. We do wanna show everyone the inbox area here. Of course, I have nothing in my inbox. But the inbox is your, mission control. Right? So it's where you see all your notifications in one place. It's where you see what's changed, what's next, where your attention is needed, so on and so forth. Let me see if I can look up a better example here. Give me one second. But, yeah, the inbox is really important to track all notifications in one place. That's something that comes up with all of our new customers, all of our existing customers, finding notifications, understanding notifications, etcetera, etcetera. And the inbox is where you can keep track of all that stuff. So I just pulled up a different site here for the time being. Just to show you a quick quick example here, whenever you add in a comment, for instance, you'll see your comment pop up here. Whenever you're assigned a task or someone has completed a task, you can always look that up within here and interact with your notifications in here as well. You can always filter notifications here, but it's really, like, one central place to manage all your notifications. So, you know, like, you're starting again, like, a scenario here is, like, you're starting your morning, you're ready to go to work, you open a project, dive into a task, only to find out that, TeamLink had already made changes yesterday. Right? The update was a comment you never saw because it or was buried in the email chain, right, or was buried in your email. So now you've duplicated work, you've wasted time, etcetera, etcetera. Again, if you check your inbox, make a habit of checking your inbox, you won't miss any comment notifications. You won't miss any new updates on tasks or, you know, stuff that you're that you're co working on with your with your other coworkers. Right? A task, a project, whatever it is. So make sure nothing slips through the cracks. Always use your inbox to find those notifications. Make a habit of checking your inbox and keeping in the loop of critical notifications when it comes to tasks and projects. That's about it there. I mean, that's a pretty much, it's a very quick section, but it's a good one to end on, you know, because, again, when you're getting used to working in teamwork and simplifying your daily work, which this webinar is all about, it's making sure everything's in one place for you. It's having a central hub to view things. It's not having to click around the site as much as possible. It's really a simplified view and focus on developing good habits and teamwork to make you successful in your day to day. So that's that. Great. Thank you, Andrew. One last question about the inbox. So a customer is asking, can I filter the inbox, so I can only see updates for high priority tasks? Yes. You can always filter the inbox. Absolutely. Filter by, like, task items, activities, projects. By high priority tasks, let's see here. Was that the question high priority tasks? Yes. For that, I would say just go to my work area and filter here by maybe the priority icon there and search for high priority tasks. So you can't oops. You can't necessarily search the inbox for high priority tasks, but search the, filter the my work area. Awesome. Thank you, Andrew. So that's all the questions we have for that inbox section. I'm just gonna open up and then see if there's any more questions coming in for the entire, for anything, like, related to what we talked about or not related. If you have, like, a use case question, feel free to pop it in into the q and a. And I'm just gonna do a quick wrap up, and we can wait for some point we can wait for one to two minutes about questions. So, like, we just today, we run through, like, a full day at teamwork dot com. So without the stress part, like, we run through how we can use my work to, you know, we run through how you can use search bar to find tasks quickly, and you can use the my work to work on tasks, to chain to complete a task or, like, just to see the task details and add comments to it. And then we run through how you can track time, like, multiple ways you can track time within teamwork dot com and then use the calendar to plan your day. And also, you can balance meetings, and everything, and adding all available time you use all available time in the vertical planner, and then, like, use the inbox to stay on top of updates without, like, really digging into each, single tasks. So that's that, and we hope this is really helpful. And if there are no questions, some next steps. So please make sure to check out the teamwork dot com academy. You can find on demand courses there. And, you can also poke around in your own workspace and test what you've seen today. And if you have any questions, thank you for, for sharing that. Yeah. So that's the teamwork dot com academy. And then if you have any questions along the point, please definitely reach out to our support team. We'll be very happy to assist you. And thank you so much for joining us. We will stick around for, like, a little bit if you have any last minute questions. But if not, have a great rest of your day, and we'll see you soon.