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Report Enhancements, Milestones/Tasks Improvements, Link Message to Existing Item, and More
We have added many new features during the past few weeks in response to your requests. We hope you like the changes and thank you again for your continued support.
Report Enhancements
1. You can now specify on a per-team basis who can view time reports and whose times they can see. From the time report, click the "Settings" link to edit the settings. The report settings page will show you a list of all the teams you are administering. You can restrict reports so that team members can either 1) view their own time only or 2) view their own time and the time of all team members. You can also specify whether clients can view the time report. Group plan administrators can also specify the default time report permissions for new company teams by clicking the "Preferences" link from the "Company" page.
2. You can now filter the team status report so that it only shows teams that have uncompleted milestones or tasks.
Calendar
Team items in your personal calendar now show the team that they belong to. This will make it easier for you to see which team an item is for. Additionally, the iCalendar feed for your personal calendar also includes the team name in the title.
Milestones/Tasks
1. It is now possible to arrange your milestones in the milestones page. To do so, select "Arranged order" from the "Order milestones by" option. You can then drag-and-drop to reorder your milestones. The new ordering will also be reflected in the tasks page.
2. We have improved the way you can sort your milestones from the "Group by milestones" view of the tasks page. Previously, you could drag-and-drop milestones (and any associated tasks) to reorder them. This worked well when you only have a few milestones but required a lot of hand gymnastics with your mouse when you have a lot of milestones and tasks on the page. Now, instead of dragging-and-dropping to reorder milestones, you simply click on the up or down arrow to the left of the milestone name to reorder it.
3. We have separated the buttons for marking a milestone or task as completed into two separate buttons: 1) the "Mark completed" button will simply mark the task as completed and 2) the "with comment" button will display a form for you to add a resolution comment along with marking the task as completed. As a result, you no longer have to show the form unless you have a comment to add.
Messaging
You can now link a message to an existing item. Previously, you could only link a message to a new task. Now you can link a message to not only existing tasks but to any item in your workspace. This allows you to keep related messages together with the item it is about so that you can easily reference the message when you are working with the item. To link a message to an existing item, select "Link to new item" from the options menu for the message.
Preferences
You can now specify a default currency to use for entering hourly rates in for time tracking from your preferences.
Administration
1. You can now reassign the administrator role for a company to another user by selecting the "Company Information" option from the "Company" page.
2. Team administrators can now clear the activity history for a team they are administering. To do so, click the "Clear activity history" from the overview page of the team workspace that you want to clear the activity history for.
Site Branding
Administrators of group plans can now choose to display the company name alongside their company logo by editing the company preferences from the "Company" page. Previously, you could only display either the logo or the company name but not both.
Bug fixes
1. When you convert a milestone or a task to an event, the due date is now used as the start date and vice-versa. This was not being transferred correctly before, which resulted in the date being lost during the conversion.
2. There was a permission bug that prevent some users from approving a completed milestone or task. This has been fixed.
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