Transcript for the video '[Mar'26] How to simplify your daily work with Teamwork.com':

Alright. Just gonna wait maybe one more minute for people to join, and we're gonna get started. So for those of you who just joined, welcome. This is our simplify your daily work webinar, and my name is Helen. I'm your host for today. So while we're waiting for everyone to settle in, we're gonna do a quick warm up in the chat. So different question today. Where so if you don't mind, please tell us where you're joining from today, and then what's on your desk right now. Is it coffee? Is it tea? Is it something other than coffee and tea water, for example? So, yeah, just let us know via chat. I'm in Toronto, and I'm a very like, I'm very addicted with coffee, so I always drink, like, two cups of coffee per day. I currently have coffee on my table. What about you, Kate? I'm in Denver, Colorado, and I have just a little bit of a latte left, which is sad. After this, I might have to go get another and water as always. Cool. Cool. Like, I all like, always always need to remind myself to drink lots of water, because I heard that if you if you drink a cup of coffee, you need to drink, like, maybe three or four cups of water to, like, get yourself hydrated or something like that. Like, I heard it from one of the doctors. So Yeah. Alright. Cool. Okay. If you don't mind, you keep telling us where you're joining from today and then what's on your what's on your table right now. So using the chat, we're gonna get started, because we have a lot of things to cover. So, let's get started. So if we can move on to the next slide, please. Alright. Quick introductions. My name is Helen. I'm part of the customer education team here at teamwork dot com. I work on Teamwork Academy and all the in app trainings. So my goal is help customers to get the most out of, Teamwork so they so you can actually work more efficiently and with a lot of, like, less friction in your day. Kate, do you wanna say quickly say hello? Yeah. Absolutely. My name is Kate Grahek. I am a customer success manager here at Teamwork. So my role is really to help new accounts start their onboarding process and get up to speed so their teams can start using Teamwork. And then from there, just checking in with my accounts, making sure things are running smoothly, sharing new features, all of that. So, very fun. Get to get to work with a lot of very interesting companies. Great. Welcome, Kate. She is a wonderful product expert, so we're gonna hear a lot from her today. Alright. Moving on to the next slide, please. Cool. Before we jump in, just a quick, a couple of quick notes. You can ask questions at any time using the q and a panel. So we ask you to put to put to put your questions in the q and a just because we can track them and use the chat to tell to share any experiences or give us any feedback that you have. For your questions, we will pause after each section to answer a few, and then we will also leave time at the end to address your questions. And if we can't get to your questions, that's okay. We're gonna reach out to you after the webinar, so no need to worry about that. And moving on to the next slide. Cool. So today's session is being recorded. You will get the recording afterward to rewatch, or, if you want to share with your team members, you can do that as well. Alright. Okay. Moving on to our next slide. We're almost there with our agenda. But before we dive into today's topics, I just want to quickly ground us in how work is actually structured in Teamwork. So at a high level, everything is organized around clients, then projects, then tasks. So tasks are where the actual work happens. Like, things like time logs, milestones, and updates are all, like, live under within that structure. As we go through today's session, just keep that in mind. Everything we show ties back to that to this core structure. And going to our next slide, which is our agenda for today. Great. Okay. So today is really about those small changes that make a big difference in your day to day work. We'll walk through a lot of topics. So but it's basically a typical workday and show you how to quickly find tasks without digging. You can also use my work to prioritize, the tasks for your day and manage tasks more effectively so nothing gets, blocked. Track your time with act with no like, without any extra effort. Use my cal my calendar to balance meetings and focused work, and then keep your work realist workload realistic with our workload planner with your availability tracking. And then last but not least, just stay on top of everything with your inbox so you nothing gets missed. So with that, let's start with something we've all experienced, trying to find work find the work we know exists but can't locate. That all yours, Kate. Alright. Awesome. Let me switch over here to my demo site so I can run through this with you guys. But, yes, as Helen said, finding tasks can kind of be the the hardest part, especially you've done all the work. You've set up your projects, your tasks. Everything is in there and good, but now it's okay. We gotta jump in and complete this work. So Teamwork sets it up so you can stop chasing tasks and just find a view that really works for you. So maybe you know something is due today. You can't remember exactly which project it's on or which client it's under. That's where, Teamwork comes in with a couple different ways you can find it. So, when you open up, most likely, you'll be on the home screen here. But right under there, you'll have a search bar. So when I click this, there's all sorts of different things if you wanna narrow it down. Let's say you're looking for a specific comment or a specific task, or you can just keep it on all and search some keywords here to find things really quickly. Over here, you can also make sure if you if you're not sure if it's an inactive project or if it's completed or archived, you can toggle those on. You have your my work page, which we're gonna come back to in a second because there's a lot of good stuff in here. But if I go into a specific project, in every single project, regardless of which view you're in, you're gonna have this search bar up here. So if you're kind of like, I don't really wanna look through this entire project, use the search. Or even better, you can search using the use the filter to kind of narrow down what you're looking at. We've also built in this really cool AI assistant so you can actually type exactly what kind of filter you're trying to find, apply it, and AI does the rest. Otherwise, you can come down here and use your filters, to find what you're looking for. With that, in every project, there's lots of different views. So you have list view, which is the one I'm currently on. That is, like, a good old list. It has everything right here you need. If you hover, you have your toolbar that you can log time, add tasks, all of those things. You can always click onto the task, this window will pop out. So I hear from some of my customers, the toolbar is small or they can't quite figure out what they're clicking. You can always click into the task here and do the exact same things on the screen. Some people prefer what we call table view. It's a total preference thing. It is exactly like list view, except it's more of a almost like a spreadsheet type feel. So you have your tasks, but you have columns and rows. And you can always use this plus sign to make it your own and kind of clean up which views or which columns you don't wanna see, which ones you do wanna see, and you can move them around however you however you'd like. So, again, same information, just a different view. And then our third view that a lot of people like, especially if you're coming from using Kanban style kind of approach, is this visual board view. So these squares over here represent your tasks, and then you can come up with your own stages or workflows where the idea here is tasks move throughout. So you can come into a project and say, okay. Show me everything in engineering. Show me everything in this stage. And, again, use those search filter and sorts to find really what you're looking for. So everywhere in Teamwork, really, the idea is that you spend less time clicking around and trying to search for your work, and you can just get right to it. So best practices here, regardless of any view that you're in, especially if you're using the filter, is to save your filters. So I hear from people a lot where they're coming in and they're building a fee filter every single day and have a lot of different parts that they wanna build into it. You can just simply save your filter down here. You give it a name. And then the next time you come in, you can hit save filter down here and apply it, and you're good to go. So save yourself the trouble. Build it once. Save it, and and move on. So any questions on that? Any of the the views that anyone has questions on? Yeah. So I have a quick one. A customer is asking, if I have the same task naming two different projects, now you're just showing one project. But if I have two the same task name on the different projects, how can I tell which one I'm looking at in search results? Really good question. So if I use the search up here and I even look at I could go right into tasks, and let's say some of these have the same word because this is the name of the the task, you'll see in parentheses at the end which client it's for. You'd actually see the project and the client right here. So that's one way you could do it. And then, also, if you're on my work, you can turn on the project name. So you can see, you know, if you had multiple tasks at the same name, you could come over here and and look at which project it's under. Perfect. Thank you, Kate. Yep. So that's all the questions questions we have around, like, actually locating tasks within a project. But we have many other ways that you can locate your task. So let's go to the next one, which is, my work. Awesome. So my work is what I'm on now. I would say a lot of times, this is home based for people. It is really tailored to the person that's using it. So right now, obviously, I'm in my own test account, And so I'm seeing all the tasks that are assigned to me. So this is really nice. It kinda gets rid of the noise of all the tasks and projects and teamwork, and it really just narrows down to which what am I in charge of? What is important for me right now? So it's really nice. I I always, when I'm onboarding new customers, say, okay. This is home based. You come in here every day, get a kinda sense of what's on your plate, and dive in. So, again, it's hopefully, you know, bringing it all in one place so you're not clicking around into different projects all the time trying to find what's assigned to you. So the way my work works is, of course, it's the tasks assigned to you, but Teamwork automatically puts them into these buckets of late tasks due if I had some today, they would have a today, tomorrow, next week, and kind of later or beyond. And then something to note is we also have the no due date. So best practice is to always have a due date on your tasks so they don't get lost in the shuffle. But if they didn't have a due date, they would fall into this list. And so this is where you could come in and put a due date or just something really to keep in mind so that since it is at the bottom of the list, you don't wanna miss things without due dates. You can view your priority. If you're someone that logs time, which I, again, I think is best practice, you can actually add in this column of log time. So if I come in and I'm working on maybe some of my late tasks, I can actually just go right here and log the time to it very simply. So really easy. I can also view the project that that tasks task is under. And even better, I can use this plus sign to turn on and off columns again just like on a project or that table view I showed where you can put things in that are important to you. So maybe company would be a good one, and I wanna move it over so I can see exactly which client I'm working on. So very good view, very much somewhere I would live out of if I were using Teamwork at my company on a day to day basis to get my tasks done. Yeah. Any questions on that or how to set it up? Anything that's giving issues. Yeah. Thanks, Kate. So we do have a couple of questions regarding the my work area. But before we jump to that, I just really want to call out, like think of my work. This is, like, really your daily control center. So instead of, like, jumping between projects, you can basically see everything assigned to you in one place and then prioritize based on, like, what actually matters to you. And then just a few tips to call out here. Like, check my work maybe at the start of your day. That's what I usually do. So I always go to my work to check my tasks every day. And then sort or reorder tasks based on urgency, like what just Kate mentioned with the those, like, the columns that you can add there, and then remove add or remove, like, anything you don't need to see, at the moment. So, like, based just those columns that you can filter your view to, like, to match what you actually want to like, you actually clear care about. Yep. So we have a couple questions. So the first one, customer is asking, can I so does my work only show tasks assigned to myself? Can I view other people's work there? It's a great question. So any user can use this little plus sign up here. So, of course, it's gonna default to you because that's probably what you're mostly concerned about. But I've had other teams use this where you can add a team member. A good use case would be maybe someone on my team is out unexpectedly, and their work still needs to get done. So instead of me having to go to a manager or something to find out what to do, I could simply add in their tasks. And so now I'm viewing my tasks and Alex's mixed together so that I could help jump on work that maybe Alex needs help on. You can do as many people as you'd like. You can also go over to Teams and say, alright. I wanna see all of the the marketing team so I could filter that way as well. So there are some some good options and some good use cases for that for sure. Great. Thank you, Kate. And then this is not a follow-up, but kind of similar. So, can I see tasks I'm following, not just assigned to me? Good question. Right now, my work is just for tasks assigned to you. However, that's a great question. I don't believe there is a way right now that I can think of where you can see all the tasks that you're following in one view. That's some good feedback we can definitely take back to the team. Yep. I I for my understanding, think if you like, if you're following a task, you will get notifications. I think we can cover that in the inbox section, the very last piece. You'll probably get a notification of all the task updates there so you won't miss it. Yep. And then last question regarding my work. Can I group them by stage? So, like, in progress, like, task in progress completed or in review or hold, like, those stages? Absolutely. So that's a column I can switch on here. And when I do that, it comes to so maybe I wanna move that up here. So, obviously, a lot of mine on my test site are in backlog. But what you can do is on the stage, you'll see the arrows down. I could click that, and so they, you know, sort altogether. You also have your filter option, which, again, you can save. But I could come in and say, alright. Show me everything that's in design, for example. Of course, I don't have any right now, but you could filter by stage. And you can actually layer the filters, which I think is really cool where I could say, show me everything in the stage in design and high high priority. So you can kinda make the combos of filters to make sure you're getting to the core of, you know, the important work you need to do. Awesome. Thank you. That's actually a great question, for us to move forward to our next piece, which is actually working with tasks. So once you know what to work on, the next the next challenge is making sure, like, work actually moves forwards, like, moves in that stage in progress and review and complete it without getting blocked. Kate, can you show us how to manage tasks more effectively? Absolutely. So when, you know, you're working halfway through a project, you realize that a task you've been working on, like, can't be finished because, another piece of work hasn't been completed, so kind of that waterfall type of workflow. You didn't know it was dependent on something else. Deadlines are all getting messed up and slipping. You know, the client's asking you for updates on where things are. We've all been there. So when you're in a task, a huge thing you can do is set dependencies. So, again, I'm gonna go into a project. We'll go back into this digital marketing project and clear my filters. So if that's the case, if you're like, okay. I wanna structure our projects and our tasks where they're dependent on each other, we have dependencies. So what that looks like is, for example, if I'm looking at these task here of add images of products and location, maybe that's dependent on this update special hours being done. Whatever the case may be, You would just click into that task, and you'll see dependencies here on the task. What I can do is add a dependency and say, alright. Add images of product products and location is dependent on those special hours for the whole year. When I do that, you'll see this red dash, and I can't or d can't click it and be market complete. Because if I hover, it is waiting on this task to be complete. So I'm actually assigned to this first task. I get my work done. Great. I'm done. I mark it as complete. Now you'll see that red dash goes away, and d will actually get a notification saying, hey. Add images. You know, this task is ready for for you to work on. Of course, people can only work on tasks that are blocked. They can log time to it. They can do all that, but they just can't mark it as complete until the one before it is marked as complete. Cool thing with dependencies is you can do it just as I did to maybe a task right before it, and you can kinda keep that waterfall system going. You can also link dependencies to another task list. So maybe here, this page speed optimization is really it's on my SEO task list, but maybe it depends on something in editing to be done or tracking. So you can go across task lists. And even cooler, you can add depend dependency cross project. So maybe the last task of project a kicks off project b. You could set dependencies across projects to make make sure things are getting completed in the order you want them to. So dependencies, I definitely would suggest if that's your workflow. I wouldn't force it. If they work for you, great. They're there to help you for sure. With that, you can also another good place of, you know, working with tasks is to add yourself as a follower. So if Dee is assigned to this task, but maybe I wanna keep an eye on it for whatever reason, I'm not assigned to it. I'm not working on it. I can if I hit the see more, I can add myself as a follower down here. And I could say, I'm a follower. I'm gonna get the notification. So if there's a comment made on it or the due date changes or whatever it may be, I, as a follower, will get that update. You'll see I can do it up here as well, this little I. I can just click that, and I'm a follower on the task. Basically, it keeps you in the loop, and you can keep an eye. And, again, you'll get notifications there so nothing gets missed. And then with followers too, let's say, you know, Emma's here and Emma makes a comment and tags me in it, I automatically become a follower on that task. So as soon as I'm looped in, I'm a follower, and I will start getting all of those notifications. Another cool thing is subtasks. So, of course, we call this our our parent task, but maybe for this add images task, there's even more work that goes into it before it can be complete. So in list view, all I have to do is well, I can click it in into it and add subtask here. I can also, typically, there should be a little arrow, but maybe it's not popping up for me today. So I can click into it, or I can go into my, let's see. They may have moved it on us. But oh, sorry. It's right here. This little guy. And I can add a subtask here so I could maybe say, collect images. That needs to happen before I add them. So now you'll see I can't mark that parent task as complete because it has a little one because there's one subtask. Dee could be assigned to the parent task, and maybe collecting images is Charles' job. So they don't always have to be the same person. But then Charles could come in. He collects the images, marks his as complete, and it opens up for Dee to mark that parent task as complete. You can add as many subtasks as you like. You could have subtasks of subtasks of subtasks. We definitely recommend to keep it easy on yourself and maybe just that one layer of subtasks so you don't get too into the weeds with with subtasks. But they're a great way of breaking those deliverables up into smaller steps to, track and and delegate. And then lastly, if I come down to a task, I can look into it. Again, on list view, I have my toolbar, but I can click into it. I can always add a description. So I think a best practice is to keep this title of your task nice nice and short and clean so that there's not a ton on your screen here. And then any other details, you can put in the description. You can assign it out, mark your dates, priority. If you're using tags, another way to filter and sort, and report, you can use your tags. You can set your stage here, estimated time, all sorts of good things. So, basically, every task will store the who, what, when, why in one place so that you don't have to go digging for it. So you could always click in and see all of that information. So all of that being said, all of those things keep projects just moving with fewer delays and make sure make sure everyone knows their tasks and when to take action and just reduces rework by clarifying expectations up front. So, definitely would recommend those things, dependencies, followers, subtasks, if it works for your workflow. And, yeah, any questions on that? That was a lot. That a lot. That's all the a lot of great stuff. For sure. So, yeah, we have one question related to dependency. So if a as a customer is asking, if I add a dependency and then the first task get delayed, will the second task due dates adjust automatically? Really good question. So, again, let's set up one. This page two is gonna be dependent on page one being done. So if I come in and I set up that dependency, now if page one gets delayed, obviously, we know that can happen, dates move. When I come and I click on the due date, you need to just make sure that this little option is changed. So right now, it's on adjust this task only. So if I moved the date and I said, okay. It's actually gonna be the second. Great. It only impacts this task. Nothing happens here. But if you want them to move together, which is normally the case, you just have to switch it to adjust dependence. And what that does is now if I move this one to okay. Maybe it gets pushed out to today. That also moves with it. So you just have to link them, make sure it says adjust dependents, and and they'll move together. Perfect. Thank you, Kate. Cool. I think that's all the questions we get for this, for how to work with, work working with tasks. If you have any further questions, please pop them pop them into our q and a. With that, I think now let's talk about something that usually gets left until the end of the week, time tracking. K, can you show us how to make time tracking more easier and more accurate? Absolutely. Yeah. Time tracking is huge. It's not just for, you know, managers. It it tells your your personal data. So it tells you and your team, like, where your time is really going so you can work smarter and plan for the future a little better. So sometimes I get the the comment of we don't want to, you know, be big brother and mandate make time tracking mandatory. But I always view it as it's a really good thing to make sure your time is going where you want it. So it's not so much about knowing where everyone's time is going. It's more, is it going to the right places? Have we estimated enough time here in answering those questions so you can make better business decisions? So if you're looking at tracking time, there are a lot of different ways in teamwork. I'll kinda show you, I think, the easiest, and I'll kind of poke around and show you some some good ones. So on the my work, I mentioned this earlier, but you can toggle on this log time column. So because this is like, I call it home base or a place where people are really spending a lot of time, I think this is a really nice one because it's right there in their face. With time tracking, you're always gonna see two options. One is just your log time. It has your date, your time, the exact hours and minutes spent, which is probably the most important part, and then if it's billable or non billable time. You can add in this description. You can even add a time log tag so you could filter later on a report saying, how much of our time went to this tag? You can also use the start timer. So total preferencing, you can set up the timer. It will just run-in the background as you are working away. If I go and I go and start on another project and I start a timer there, it's just gonna pause the one you were working on and start the new one. Teamwork, you know, it it won't let you have two timers running at the same time because in Teamwork's mind, you're you're working on one task, one project at a time. When you're all done, obviously, you can pause if you had to take a break, but you can hit stop. And, again, that same screen comes up to make sure it all looks good and log your time there. So two different options, but, definitely, this is a great spot to do it. Under home, you also have my calendar where you can put your calendar in, sync your calendar, and you can actually hover and log time. So here's this webinar, and I could log time for that hour spent that I'm talking with you guys. My time sheet is also a great one because you can actually use these three dots over here in your settings, and you can auto populate the time sheet. Meaning, it's gonna pull in all of the tasks assigned to you so that you can come in and, again, log your time here or start your timer. But this is a really good place for people to come in maybe end of week and say, alright. Did I forget to log time anywhere? Did I accidentally keep a timer running that I was supposed to stop? And kind of a a checks and balances here with the totals so you can really see what's happening with your time sheet. Lastly, if you're in a project again so let's say you're working here. I'm in list view. There's a log time button right on that toolbar. I can click into it. Log time and start time are up here as well. So what I typically do when I'm onboarding is I kinda show everyone a few different places. And then as people find their workflow and kinda get in there, it usually is like, okay. This is what works for me. If I'm in table view again, I can turn on that log time for this project. So, again, it's right there, for me. So lots of different places, to add time or log time. But I think another kind of piece of that that's important is putting estimated time on your tasks. So I'm a list view person. But when you come in here, if I hover, you can set an estimated time. So this one is eight hours. So that task, we're gonna estimate. Of course, it's an estimate. It's eight hours. So if I'm, you know, d and I come in, I know how much to carve how much time to carve out for this task. You can always you know, again, this is a great way to measure it. Maybe I think it's eight hours. I do it, and it's actually five hours. Next time I do this task, I'll know I can shorten it a little bit or vice versa. And then don't think if there's anything else I didn't cover. Any questions on that? Yeah. We do have a couple questions. But before we go to questions, just wanted to reinforce that, like, time tracking isn't just about, like, that billing piece. It's more about, like, understanding how your time is actually being spent, like, what Kate just described. And when, like, when you're doing it consistently, like, you get better visibility into your workloads, which we will cover a little bit, later in today's webinar. And then the estimated time, like, your estimates actually improves over time. So sometimes I, I often underestimate the amount of time that, like, I need to spend on a certain task. So, like, that like, tracking time actually helps me with that. And then reporting becomes just much more reliable if you get your estimates and, your log time, very consistently. Yep. So couple questions we have. A customer is asking, can Teamwork send auto time reminders to team members to lock their time at the end of their So their company, usually, they they want to remind people to lock their time at the end of the week. So is there an option? Yes. And I recommend turning it on, especially when you're new in Teamwork to make you know, build those habits of logging time. So what you can do as an admin is come down to your name into settings, and you have a time tab here. So depending on which plan you're on, you might have access to time approvals if you're on scale, which I can talk about in a second, but everyone does have these time reminders. So you just have to toggle it on, and then you get to set up how often those emails are going out every day, every week, whatever, and the time. And then you get to set, okay, all employees that have tracked less than x amount of their capacity. So maybe they have a forty hour work week, and they've only logged eighty percent. You could say anyone less than eighty percent is gonna get an email to say, hey. Reminder. Make sure you're tracking your time. And a cool thing here is you can exclude people. So let's say your CEO is in Teamwork, but doesn't necessarily track time all, and you don't want them to get bombarded with this email. You can actually just take them off the list, and they will not get the email. So really nice feature there. I would, again, recommend turning it on. You can always kinda scale it back as your team gets more comfortable with logging time. Great. Thank you. And then another customer is asking, about the reports. So can you export the time log reports based on tag tagged time? Yes. So, again, if I come in, I'm just gonna log one so we can see it for today for two hours. And let's say I put the time on as design, then I log it. Now if I go over to reports, specifically this time report, it's probably the most popular one. I can come in and filter by let's see. Maybe there's a time log tag here. So I could say, show me design. And then, of course, I can group it by whatever I want and pull in everything that has that time log tag on it. Great. I hope that helps with your question. And then Jillian is asking, is there a way to create a similar automation to the one that prompts people to log time, but instead, can it prompt them to close open tasks? Oh, so, like, asking about automations to Yeah. To kind of nudge people to if they've forgotten to close a task or mark it as complete. Yeah. Yeah. So if you come into automations, you could say something actually like this. When the due date arrives, and you could say a day maybe, like, give them a day. Okay. Now you're a full day past that due date at nine o'clock on all projects. You could notify them. You could add a comment. You could have the task completed. I don't know if I recommend that one a ton just because you wanna make sure the work is actually done before it's marked as complete. So my my top one would probably notify people. And so what you can do is notify the task assignee, put in your title, you know, whatever, so that, okay, a day after, they get a notification saying whatever you want in this message. Hey. Make sure you're completing this task. And, yeah, that would probably be how how I would set it up. Perfect. Thank you, Kate. Hope that helps, Julian. Cool. Okay. I think that's all the questions we have about time tracking. So now, like, now that you know what you need to do, but the next challenge is is actually finding time to do it. Instead of time tracking, where can k. Can you show, like, where can people, get a calendar view of their day? Absolutely. So if I come into home again, I would go into my calendar. Something cool that our team has rolled out is you can actually sync your Google Calendar or Outlook calendar. So I have done that already. If you haven't, you would see a little button up here that says connect. You just walk through signing in to Google or Outlook, and it will pull in your event. So not to stress anyone out, but here's my calendar for the week. What I can do here is look for maybe different gaps and say, okay. You know, after this, I have a little gap. I'm actually gonna work on this project because I know it's high priority. There's something due today. I could even drill down to the task and say, okay. I'm gonna work on this and create a time block. And just like on a calendar, you can, like, shorten it, make it larger, move it around. But it's a really nice way of planning alongside what's already on your calendar. So kinda sneaking in those holes of where can I get a little extra work done or work on this task specifically? Because we get it. A lot of us are on calls all day long, and we go into teamwork, and we're like, oh my goodness. I have all these tasks left to do. So this is hopefully a way to kinda get ahead of that and make sure that you get everything done. I see a lot of people block out something, just the whole project, and they're like, I'm just gonna work on this project and you know, maybe not a specific task. I'm just gonna kinda go in and see what I have to get done. But, yeah, I would definitely recommend integrating your calendar so that you can get a full picture of what your day or week looks like for just some more realistic daily planning and balancing everything because I know it's a lot. So best practice would be just to, you know, put those important tasks that you need to get done in here, use time blocking so everything goes how you're hoping for the week and then keeping that calendar synced so that everything pulls over. One thing to note is we pull from the calendar, but Teamwork doesn't go back. It's a kind of a one way street. So if I make a block like I did for this feedback task, it's not gonna show up on my Google Calendar. I would have to go put that on my Google calendar if I wanted to make sure that was blocked. Any questions? Thanks, Kate. Yeah. We have a couple of questions here. So regarding that of what you just said, like, you can't go back. If you can you adjust time like, those Google meeting events from the calendar from my calendar? Yeah. I can't. So, like, if I, you know, look at a a meeting here for today, I can join the meeting from here as long as it has a link. But I I can't necessarily do much other than view it in my Google Calendar, and it will link me right to it. So one click to get over there. But, yeah, I can't I guess maybe I can make it. There might be a new thing where you can actually so if I wanted my lunch to be a little shorter, I can. And then just like on Google, I would get this notification because I have a that's a recurring task. So I could just say this task and update it that way. So that's great. Perfect. Thank you. Cool. And then another question. So if I move a task to a different day in my calendar, just a time block or task, will it change the due dates in the project? No. It has nothing to do with the due date. So if I click it here let's see. You would have to manually move it. But if I click into it on the task, you'll see the due date was actually March fifth. I'm a little late on this one. So, no, it won't change the due date. It will just change when your time block is for it. Great. I think you can do that with automations if I'm correct. So, like, automation is really powerful. We can spend an entire webinar on it, but if you set up automations to your tasks, so, like, say, it moves to a different day, then shifts the due dates by x amount of days. I think that's something you cannot do as an alternative, but my calendar, like, Kate just described, I don't think that will affect any, affect the due dates if there's no automation set up there. Yep. Cool. Okay. A customer is asking, is there a way to add time blocks to other users' calendars, or is it just your own? Unfortunately, it's just your own right now. Yeah. It just pulls in your calendar view. We do have an option called calendar that you might have seen before. So this is more of a collaborative one, but you can't really say, like, I'm blocking this person for an hour. You would have to have them do it on their side. Cool. And then last question for this section, is there a way to track time using Outlook integration or those, like, those time blocks on your calendar? So, yeah, mine is we're just we use Google Calendar here. It would look the exact same with Outlook. So, again, like, I have a webinar hold because I'd kept it in case I needed a little time. So I can log time right there. You would just have to enable the calendar sync in your integration settings. But, yeah, it would look the exact same if that answers your question. Yeah. And then for those time blocks, I think if you hover on that on those time blocks, there is an option to log time directly to those time blocks, if I'm correct. Or, like, there's a little, like, a clock icon next to your time blocks that you can just click and lock the time. Yep. Just like that. Cool. Okay. I hope that helps. Great. That's all the questions we have for this section. Those are great questions, so definitely keep them coming. Alright. In in in the interest of time, we're gonna move forward to the next piece. So planning your day is one thing, but planning your capacity is just as important as it. Kate, can you walk us through that? Of course. So we have a planning tab over here. This is your workload planner. So workload planner is great because it shows what's on everyone's plate. So it kind of answers those questions of, are people overworked? Do they not have enough work to do? Do we need to hire more people because everyone is slammed? So just kind of answers a lot of capacity questions, and I feel like this could be an entire call in itself. But a way that you can use this is for unavailable time. And so if I look into Alex here, these are all of the projects Alex is on where he is assigned tasks. So these little lines or these blocks here are represent tasks. So that's where this is coming from, all of these numbers. And if I scroll down, there's unavailable time here. So if I'm Alex and maybe I'm taking next Friday off, I could come in and just add unavailable time. And maybe it's PTO description if you want and add it in. Some people prefer that their users just go in and mark their unavailable time. Sometimes they say, maybe go through a manager. The manager can mark the unavailable time. Totally preferencing for your company. But as you'll see, it's now blocked Alex for that Friday so that now his capacity is thirty two hours that week versus the forty. So, again, I just did it for one day. You could do this. Maybe someone's taking a spring break vacation, and they're blocking a full week. That will, you know, let people know that they're not available to take on work for those days. And, basically, you know, whoever is in the workload planner, maybe it's the PMs or the managers, can come in and get a sense of who's here, who can take this on, and answer those questions. So, you know, avoid last minute stress of people being out and people scrambling trying to figure out who's gonna get their work done. This is a way to plan for that in the future. Any questions there? There's just one quick question, but I may I may leave this till the very end because it's related to a different area of the of the app. So, yeah, I'm just gonna leave that till the end. But just to reinforce this, like, this entire workload planning thing. So, like, this when availability is tracked properly, like, so the deadlines don't fall on days when you're out, and that's where unavailable time plays a big role of that. And then teams can plan more effectively and workloads stay real realistic. So that's every like, just a very brief introduction about the workload planner. There's a lot that can go into it. But for, like, for individual contributors, then unloadable time is definitely something that you could use to make sure you're planning for your capacity. Great. Okay. And finally, stay in the loop without constantly checking different places. So now we covered a lot of different things, and then you might get notifications sent, like, throughout the day. Is there a way for us to check, all those notifications in one place? Yes. So under home, you have your inbox here. So think of it almost as, like, a Teamwork email box. We're not fully replacing your email, but you can come in and use this for all Teamwork notifications. So for example, mine is a little lackluster here, but I have Alex mentioned being a or added a comment. And so when I click into it, it's all right here. So I can see which project, which task list, which task, and then the exact task here where I can see the comment. So you would get notifications on if you're added to a project, if you're mentioned in a comment, all sorts of different things. And you can use your filters here to really say, okay. I wanna get notifications on these things and build out once you kinda have an idea of what notifications are really helpful, you can build this out, hit done, and that should save for you so you don't have to apply it every time. But my biggest takeaway here, my biggest advice would be to get in the habit of checking this. I think it's a really good spot to just make sure nothing gets missed, and you can kind of see all those updates, those mentions, assignments, and click right into it. So you don't have to go find it in Teamwork. It should be all right here. And, of course, you could always click and go into the task if needed. But just would definitely recommend just so you don't miss any deadlines. You're staying aligned. And, yeah, I another cool part, which, again, is gonna be a whole different call, but one of our AI teammates that we are rolling out, that is out now, actually will scan your inbox for you and summarize it. So I think that's a really cool thing to play around with too if you haven't under AI teammates. So if you you know, we get it, things add up, all of a sudden you have a ton of different notifications and you don't even know where to start, you could use that AI teammate to to help you. Any questions? Yep. There is one question regarding notifications, but it's about adding comment on tasks. So a customer is asking, will I get an email notification when a comment is being added to my task? Great question. It depends on your preferences. So when you sign up for when you go into Teamwork, you usually have all your emails turned on, which I know can be overwhelming for some because some are really good at checking their inbox, and they don't need that double notification in their email. On the other side, some people are like, I forget about my inbox, and I need that email. Otherwise, I won't see it. So we leave it up to you. The first place I always kind of show people is if you click your name and go to edit my details, you can go to your preferences right here. So this is where a lot of emails are gonna live so that you can, you know, alert me. You can receive, yeah, all sorts of different notifications here. But, yes, by default, you should get a an email when a comment mentions you. Awesome. Thank you. And then, another question came just came in and, but it's about the unavailable time in the workload planner. So a customer is asking, is there a way to have unavailable time show above the projects in the workload planner? Great question, and, unfortunately, not right now. But what you could do is filter. Trying to think of the best way to do this. You could I don't know if there is a better way, actually. I know it is just it's shown at the bottom as of right now. I don't know if there would be a better way to see that. But that's good feedback for us to take back to our team to be able to kinda maybe shift this or drag and drop it where you want it, for sure. Yep. Thank you. Okay. And then another customer is asking, what does show capacity distribution do? Oh, where are we seeing that? I'm sure it's something show capacity distribution. I'm not exactly sure what that is meaning. Under customize. Under customize. Oh, okay. Let's look. Show capacity distribution. I would have to look. I don't know if I've ever played around with that. Let me see. Great question. Yep. We can definitely follow-up with you on that Yep. With the the show show capacity distribution. Great. Okay. And then last question, this is all like, going back all the way to my work. A customer is asking, is not seeing the option to add team members or showing the stage column. Is it because of the permissions? It could be. Also, sometimes people have this personal tasks button clicked. Or is it that one? I don't even know if they still have it. Some views. I know exactly what you might be talking about. When I'm onboarding, it looks a little different than this. I would check up here on your, on your view if there's a different way to view it as a table. I almost think they've gotten they've retired that old view. Yeah. I I also recall that. Yeah. There there should be, like, a, like, a very, like, those two icons that where you can shift views, you might you might have that, or you might like, it might be related to permission settings. And then for the stage column, is it also, like, a default? Everybody has a stage column? You have to or you have to turn it on? I believe you have to turn that one on. Okay. And yeah. And anything with home is gonna be, like, specific to you. So if I change my view of my home and my columns and everything, it's only going to be my view. It's not gonna impact anybody else's. So Yep. And then for the stage column, if you have it on but you don't have any information, that's probably because you haven't set it up in the project. So, like, you have you pro you need to set those stages in your project boards to be able to, like, pull the direct the correct information in there. So, like, yeah, try that, and then it should pop up the those, like, stages that you set. Great. Okay. That's all the questions. We just we also get through all the content that we need to cover today for the webinars, and then we end we address all the questions, which is great. And that brings us to the end. So we just pretty much walked through a full day in Teamwork. This is, like, a full from start to beginning, start to finish, but with with a lot less friction. So today, we covered how to find tasks quickly, prioritize your day in my work, manage tasks more effectively, track your time, plan your day with my calendar, manage your availability in workload planner, and stay down stay on top of updates with inboxes. So this is, like, a lot of things to cover, but the goal here isn't to change everything overnight. And be it's probably gonna be very hard to change everything at once. So we ask you, like, to try even adopting one or two of these habits, can really make a note of noticeable difference in your day. So for next steps, check out the Teamwork Academy for short practical courses if you want to dig deeper into how to do things or how to use the MyWork or how to, like, view the task detail page and all that good stuff. And then, we encourage you to try a few of these features in your own workspace just to play around and find your best way to track time or whatever you prefer, and then see what makes the biggest impact for you. Cool. And if you have any questions, feel free to reach out to our support team if you notice a bug or if you have questions. We are always there to help you. And with that, thank you so much for joining us today, and we hope everyone have a good rest of your day depending on where you are. Thank you. Bye.