View a video rundown of our September 2020 Platform Update

๐Ÿ†• New Features and Functionality

  • ๐ŸŽ‰ New Scope Editor: It's here! Our new Scope Editor allows you to more easily create projects from scratch and align elements to meet your needs. The new Scope Editor:

  1. โฑ Increased Speed: Enable your engineers to scope with improved speed and efficiency through drop and drop task re-ordering.

  2. ๐Ÿ“‰ Reduced clicks and pages: Streamline your scoping process with fewer page reloads and clicks required to scope your project thoroughly.

  3. โš™๏ธCustom, Custom, Custom: Add new service offerings to projects on the fly, without having to fully pre-define the tasks first. New clients can begin using the platform more quickly without having to create lots of standard tasks.

  4. ๐ŸŒ A global view of tasks: See all a project's tasks in the project-editing context, allowing you to see and sequence project elements more intentionally.

Users can view a more detailed overview of the Scope Editor.

  • ๐Ÿ“Ž Assigning Resources to Subtasks in Settings: Since the dawn of time, users have wanted to assign different resources to subtasks than what was assigned in the top-level task in the Settings side of a task, so that every time you add it to a project, the same subtask is associated. This has now been implemented!

๐Ÿ•ทNotable Bug Fixes

  • ๐Ÿ“Š Salesforce Authentication: You may detect a theme in these next few fixes... we've done a lot of work to clean up API connections! Salesforce made some changes to their API authentication sequence that disrupted our connection. We've now fixed this issue!

  • ๐Ÿ‡ช๐Ÿ‡บ EU Server-based Connectwise Integration: For our European friends using Connectwise, we now support their EU Server API structure for creating project

  • ๐Ÿ“‹ Project Boards in Connectwise: We've solved the case of the missing projects! We now allow you to select the job board you want to create your Connectiwise PSA project inside.

๐Ÿ”ฎ What's Next?

  • ๐Ÿ‘ฉ๐Ÿฝโ€๐Ÿ’ผ๐Ÿ‘จ๐Ÿปโ€๐Ÿ’ผRole-based Permissions for Users

  • ๐Ÿ”Œ NetSuite Integration and more API access

  • ๐Ÿ“† Managed Services Scoping and Billing Support

  • ๐ŸŽ› Better Dashboard and Reporting Tools

  • ๐Ÿค Third-Party Services

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