product roadmap webinar q2 2022 - teamwork
TRANSCRIPT
Product RoadmapQ2 2022
2
Your hosts
Mossy O’MahonyHead of Product
Dee Dee de KenesseyHead of Product
Marketing
Robin O'SullivanTeamwork Product
Manager
Our mission is to make client service teams everywhere efficient, organized, profitable
and happy.
Founded in 2007
Project Management Platform
20,000 customersworldwide
Founders ran an agency for 8 years
$70 million first round investment
Agenda
5
● Recently Released Features
● Coming Soon
● Q3 Sneak Peek
● And More
● Q & A
Use the Q&A section to say hello, ask anything or join the discussion
How to participate today
Product Roadmap
Recently Released Features
Task Details Redesign ALL PLANS
Table View
Overview:
● Advanced filtering● Improved subtask management● Refreshed look and feel
View, sort, and edit all tasks for a project
ALL PLANS
Custom Fields
Overview:
● Easier custom field creation and management
● Create exactly the customized views you need
Coming soon:● New custom field options;
○ currency, date, etc
Customize Teamwork to fit the way you work
GROW PLAN
Automations
Overview:
● Time based automations● Estimated time vs Logged Time● Conditions● History Log of executed Autos● Task created trigger● Field mapping● All Projects Automation● HTTP action request
Continuously improving automations based on your feedback
ALL PLANS
Overview:
● Track your project budget at a more granular level in the new Budgets area
● Assign sub-budgets within Task Lists for greater control
● Keep track of project-specific expenses and track their impact on your overall budget
● Track project profitability to ensure you are achieving your project’s financial goals
Budgeting Iteration 2 More granular understanding and control of your projects’ financial performance
12
SCALE PLAN
HubSpot Integration
Overview:
● Create Teamwork projects automatically when a deal stage is hit
● Select the project template these new projects should use if required
● Set up new workflows in just a few clicks
Automatic Project Creation from HubSpot
GROW PLAN
Google Sheets Integration
Overview:
● Option available within Export Menus● Updates in near real-time● Now live across all reports
Export data to Google Sheets at the click of a button
SCALE PLAN
Profitability Report
Overview:
● Break down the profitability of your projects by user in the new People tab
● Drill into the specific projects each team member is is working on.
● New ‘see rates’ modal allows you assess the cost rate, default billable rate billable rate for each project your team members are working on.
Assess the profitability of your team
SCALE PLAN
Custom Capacity
Overview:
● You can now plan more accurately across the workload planner and split the estimated time for your team unevenly.
● Custom capacity can be split unevenly for a user across a task or split unevenly across a number of users.
More granular planning with custom capacity within the workload planner
GROW PLAN
HubSpot Desk Integration
Overview:
● Companies in both apps sync with one another, while HubSpot contacts map to Teamwork Desk customers.
● You can create a one-way or two-way sync with Teamwork Desk to sync your customer data.
● This was developed and is supported by our friends at HubSpot as a partner integration
Within HubSpot, you can connect to your Teamwork Desk site in order to sync contacts and companies across both apps.
ALL PLANS
Scheduled Replies
Overview:
● Perfect for the early birds and night owls to ensure responses are sent during business hours only.
● Time saving when clients request follow ups on specific dates.
● Timezones made easy with a dedicated timezone picker.
● Supports scheduling a reply up to one year in advance.
Get ahead of your ticket queue in Teamwork Desk using Scheduled Replies
DESK PREMIUM PLAN
Product Roadmap
Coming Soon
✨ Teamwork’s Fresh New Look ✨ BETA
Templates
Overview:
● Increased number of Teamwork templates at your fingertips
● Create templates for repeatable work and save your team time
● Streamlined look and feel for faster project set up and creation
New Templates Gallery with more out-of-the-box templates, saving you time setting up common projects
ALL PLANS
Inbox
Overview:
● Easily manage all of your communication in Teamwork in ONE place
● Batch process large volumes of communications
One place to stay up to date
BETA
My Work
Overview:
● Inline adding of tasks● Personal tasks embedded● Custom groupings for greater control
over how you view your tasks with● Integrate your calendar (2 way sync) with
your tasks to more effectively plan your day.
Increased flexibility for planning your days and weeks
ALL PLANS
Custom Reporting
Overview:
● Build the reports you need based on projects, users, tasks and milestones.
● Demonstrate that your work is on track based on the metrics you care most about
● Track progress and quickly identify at-risk projects
● Understand your team’s unique productivity
● Keep clients updated on the progress of their projects
Create the exact reports you need for better insights
SCALE PLAN
Scheduled Reporting
Overview:
● Directly deliver your reports to selected assignees’ email inboxes
● Have full control over the date, time, and frequency of delivery
● Choose your report format● Save time on your daily, weekly, and
monthly reporting needs.
Automate the delivery of your Teamwork reports to whomever you like
SCALE PLAN
TimeSheet Solution
Overview:
● Easier and quicker to bulk log time● Identify gaps in your time logged and keep
up to date with your time logs
Bulk log time at the end of your day or week
Time Reporting
Overview:
● Deeper understanding of your time data● Easily group and view your time data
across projects, clients, teams, tasks and users
● Ensure your billable time goals are being met
New Time Report
GROW PLAN
Improved HubspotIntegration
Integrations
Improved Slack & Teamwork Chat
Integration
Google Calendar Sync
28
Next 6 Months
Slack Automation
Overview:
● Automatically notify users via slack when important updates are made
● Notify via selected Slack channels when tasks change for example
Automate Slack notifications to ensure everyone gets the updates
ALL PLANS
Live Chat
Overview:
● Live Chat support is associated with faster resolution times and happier clients.
● It provides an easily accessible support channel (front facing on your website).
● Unresolved issues during the chat? No problem, easily convert your live chat into a Desk ticket.
Delight your customers with Live Chat and instant answers using Teamwork Desk.
DESK PRO PLAN
Product Roadmap
Q3 & Q4
Agile Project Mgmt
Overview:
● Shared Boards across Projects● Improved automated workflows● Integrated custom fields for
Story Points
Improved Boards for better Agile project management
Coming in H2
● Retainers● Resource Forecasting● 2-way Calendar sync● Advanced Timesheets● Proofreading● Proposals
Product Roadmap
And More
Reach out to our team to try the Scale features for 30 days
DeliverScale
Manage multiple projects and delight your clients.A great place to start.
GrowIdeal for larger teams with features to help get you efficient and organized.
ScaleDesigned to help you track profitability, budget accurately, and resource your team efficiently.
37teamwork.com/resource/productivity-report
Success Center
38teamwork.com/success-center
Product Roadmap
Q&A
Thank You!