BLOG. SMART PRACTICAL BUSINESS ADVICE

Time Tracking Beta, Product Import Beta, Revised Roadmap…

Over the next few days Simon will be making available the new time tracking beta (I’ll update this post and Twitter when we set it live).

Also attached to this release is an update to the look and feel of the calendar.  Cleaner design, bolder colors and no more wishy-washy pastels!

The big change to the timesheets is more choice in how you want to record your time.  Rather than forcing you to use a single way of entering timesheets, we now provide for three different styles.

Calendar Timesheet Entry

This is the legacy time sheet entry method whereby you drag and drop a time period on a calendar screen and enter in details to record your time.

Good for: When you need to record exact start and stop times and record a lot of detail against each entry.  For example, a management consultant often needs to provide a client with exact times and a detailed account of what they were working on.

Click to Zoom

Line Timesheet Entry

This new time entry screen allows you to create a row for each project you are working on and enter a simple  time value for a project on that day.  Unlike the Calendar Entry, Line Entry doesn’t demand you enter a specific start / stop time – all it wants to know is the number of hours worked.

Good for: Quick entry of time, when the exact start and stop times are not required.  You can set up your projects at the start of the week and quickly tab through each day and record your hours worked.

Click to Zoom

Group Timesheet Entry

This new tool replaces the old “bulk entry” tool and is designed for organizations that assign an assistant or project team member to manage timesheets for others or when an entire team is working on the same project.  It allows a person to assign the same project to a number of employees and then enter work hours for that group.

Good for: Managing timesheets on behalf of other people and efficiently creating mass timesheet entries for groups of people.

Click to Zoom

New Interface Tools

Existing customers would have noticed the two new interface selection tools that are being introduced with this beta release.

The new Associated With menu item takes everything to do with a contact and breaks it down into categories such as Projects, Support Cases, To-Do’s and more.  This makes selecting a target object more intuitive and faster to find what you are seeking.

The new Employee Selection tool makes it more efficient to select multiple applies when assigning employees to a task, project, timesheet etc.  Previously you needed to search for an employee, hit the “append” button and then repeat for each person you wanted to include.  This new system simply lists all available employees in a menu which allows for multiple selection.

Click to Zoom

New Product Import

We have just upgraded the product import tool.  It now works the same as importing your contacts file:

  • Upload a file in CSV or Excel
  • Match column headers to WORK[etc] fields
  • Hit import

This is live and available to use right now.

Revised Roadmap

We received a lot of positive response to making our product roadmap publicly available.  As we are rapidly building out and improving WORK[etc], I wanted to make an effort to publish updates to the Roadmap with every blog post and where possible start adding a bit more detail:

 

  • Timesheets & Calendar – available as a beta very shortly.
  • CRM, Leads and sales management – end of January for beta.
  • This has been pushed out as we’re now including some big changes such as saved custom views, sales templates (drip marketing) and expansion of custom fields.  It is a huge development round.
  • Outlook Addin – from February
  • Email marketing – Jan , Feb:
  • We’ll be hooking up a dedicated email server for this shortly which will remove any need for throttling.  The update in 2011 will mostly be tracking and interface with the addition of more custom designs.
  • Alerts & Permission – Feb
  • Billing – Feb, March, April

Price Increase

As mentioned in a previous post, the price increase is still planned for the end of the year:

  • All existing customers will be grandfathered and can add or delete users and remain on the original pricing
  • All trial customers, who have an active trial that crosses over the deadline can jump on with the original pricing
  • Any customers or trial customers with cancelled accounts or expired trials will only be able to sign up with the new pricing.

Elsewhere on WORK[etc]

See all

Featured Posts

Tools of the Trade: What Makes a Good Business Management Platform?

When I started my first content marketing business I had a very basic idea of what I needed to do: find a customer, do work for them, get paid. That was it. Once I was busy and in business, I realized that I had missed a few important steps. I had to come to grips […]

4 Time-Saving WORKetc Tricks for Power Users

Every minute and second you save, every dollar and cent that you bill—everything counts when you’re running a small business. This is a lesson every entrepreneur needs to learn quickly if they want to stay in business. WORKetc already helps streamline business processes and workflows by integrating CRM, projects, billing, support, and more into one […]

CRM with Billing: Big Efficiencies That Mean Money

The growing use of customer relationship management (CRM) tools by businesses big and small has created a cliche for the digital age: if you want your business to succeed, you’re going to need a CRM. As banal as it is, that statement rings true. Relationships with your customers are crucial, and the tool you use […]

Managing the Messes and Insanity of IT Support

Randy Bryan isn’t your typical IT person. Sure, he’s a tech-head through and through, but the journey he took to become who he is now—the big boss at San Marcos, Texas-based IT firm tekRESCUE—isn’t as straightforward as the average IT guy’s. “I’ve always been a tech person for as long as I can remember,” he […]

Writing Emails That Get You Paid on Time

There are two things every small business owner wants: Provide great products and services to their customers. Get paid on time. You can do both with WORKetc. We’ve even covered how to design an invoice that helps you do the latter, and today we’re going over a few of those tips again. Not in the […]

Running Four Brands on One Business Management App? Here’s How

Entrepreneur, consultant, speaker, podcast host—Donna Grindle wears many hats in her day to day life. Add to that the fact that she owns and runs multiple brands and you have one busy business owner. “I’m a serial entrepreneur,” she proudly proclaims. “I just can’t help myself.” She traces the origins of her entrepreneurial streak to […]