We are excited to announce a few new features this week!
The ability to customize your workflow dashboard
The ability to filter your project view by client groups
Customizing your workflow dashboard
Now you can customize your workflow dashboard to only display the things that matter to your firm. You can add or remove the information below and even drag the columns into the order you prefer.
We plan to add more options to add to your dashboard over the next few months.
To start customizing your dashboard. You can click the gear icon in the top right-hand corner.
Then you will be able to choose the metrics you want to display and the order you want them in on your dashboard.
Filtering your project view by client groups
You can filter your project view by the client groups you created in the clients tab.
This makes it easier to see all the work related to a specific group of clients. For example, you can filter your workflow view to just display projects for your
Clients related to a specific team or department
And so much more!
This will give you more visibility across your workflow by allowing you to monitor the work that matters most to you!
Below few other small updates we released over the weekend
The CSV export for Time tracking reports now include the role of the user
Recurring billings automatically recur on the first of the week, month, quarter, or year now