View a video rundown of our September 2020 Platform Update
🆕 New Features and Functionality
🎉 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:
⏱ Increased Speed: Enable your engineers to scope with improved speed and efficiency through drop and drop task re-ordering.
📉 Reduced clicks and pages: Streamline your scoping process with fewer page reloads and clicks required to scope your project thoroughly.
⚙️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.
🌐 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.
📎 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!
🕷Notable Bug Fixes
📊 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!
🇪🇺 EU Server-based Connectwise Integration: For our European friends using Connectwise, we now support their EU Server API structure for creating project
📋 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.
🔮 What's Next?
👩🏽💼👨🏻💼Role-based Permissions for Users
🔌 NetSuite Integration and more API access
📆 Managed Services Scoping and Billing Support
🎛 Better Dashboard and Reporting Tools
🤝 Third-Party Services