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New month, new product roundup format! We're combining all of our latest releases into one easy-to-digest post each month, so you never have to go far to see what's new in Teamwork.com. Here's what our Product team has in store for you this month.
Take your resourcing game to the next level with Placeholders
Need a Senior Designer for upcoming work, but don’t want to be bogged down by specific team assignments? Enter Placeholders, the latest feature that’s here to make resourcing your work a snap.
Placeholders are role-based, unnamed resources that let you plan work without assigning a specific person upfront—helping you zero in on expertise rather than individuals. You can map out capacity and set realistic timelines by Role, then efficiently transfer the work to actual team members when ready.
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Placeholders are especially helpful when it comes to:
Preventing over-allocation
Supporting hiring decisions
Ensuring the right people are assigned to the right work at the right time
Want to know even more about how to use Placeholders—complete with handy examples? Get the full rundown of this new feature here.
(While this release is for Scale users only, you can always speak with a member of our team to learn more about upgrading your plan.)
Invoicing in Teamwork.com has a whole new look
New invoicing enhancements, right this way! We’re taking the pain—or at least some of it—out of invoicing in Teamwork.com, complete with a new invoice library, a more intuitive creation flow, and a modern design that will make spending more time with your invoicing work more appealing (difficult to imagine, we know).
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To check it out, head to the Finance > Invoices tab of your project and see how building, managing, and exporting invoices is now easier than ever. Read more details here!
Effortless searching is just a click away within Teamwork Desk
Two big search improvements have come to Teamwork Desk!
With Advanced Search and Quick Search, we’re surfacing the most relevant search options to help you uncover even more accurate results tailored to your search.
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For Advanced Search, we’ve added:
Search hints that allow you to quickly choose a search field to help narrow down the search options
Defaulted filters that are open and accessible
A keyword search to quickly update your search terms without leaving the page
For Quick Search, we’ve included:
Highlighted links to make it more obvious how you find advanced search
Search field options as search hints
More context around search results, including customer name, ID, and last updated date
Get ready for more precise, timely search results to fuel your client communication even further.
Board View gets a sleek new look for mobile users
Good news for iOS and Android users—we've released an updated UI for Board View. It’s the same UX and functionality you’re already used to, only with a fresh new look that’s more closely aligned with the new Boards experience in Teamwork.com.
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As we get closer to the full launch of Workflows, this Board View experience will be complemented even more… but more on that next month.
Curious to test it out yourself? Check out the new Board View on our mobile app.
Introducing the new and improved Automations Center
If you haven’t seen the new Automations Center, you’re in for a treat. We’ve upgraded the design to enhance your automation experience with greater usability and improved automation management.
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From seamless UI alignment with rest of the Teamwork.com platform to ensure a more intuitive and user-friendly experience, to enhanced usability and reduced complexity, there’s a lot to love about this update.
Haven’t set up your first automation? Chances are you’re leaving a lot of time on the table when Teamwork.com could be doing the manual work for you. Learn how you can change that here.
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