Transcript for the video '[Mar'26] How to set up Teamwork.com for success':

So hi, everyone. Welcome. Thanks so much for joining us today. It's great to see everyone come in. While we wait for a few people to join, let's probably just do a quick warm up. So if you can tell us in the chat where are you joining from today, and then maybe what's the weather like there. I'm based in Toronto, and we it's snowing outside. We had some really warm weather the last last week, but now it's getting colder and colder. So we're like, we have that spring weather, but now, nope, we're going back to winter. What about you, Kate? I am in Denver, Colorado, so it is all over the place. It snowed a ton on Friday, probably three or four inches, and it's already gone. And now it's supposed to be very hot this week, so kind of all over the place, but I'll I'll take it. Very hot for February. I'm so jealous. Like, I love that warm weather. Yeah. It's crazy. It's good to see people are, like, calling like, joining from different places, and I see, like, snowing, windy. I well, snow and wind and, like, I don't like neither of them. Like, I prefer, like, sunny or, like, even rain is fine for me. Like, not probably not snow. Cool. Okay. I think we can go ahead and get started. So, again, welcome. And if we can move on to the next slide. For those of you who haven't met me before, my name is Helen, and I'm part of the customer education team here at Teamwork. All the time working on training and learning resources to help teams get the most value out of the platform. And I'm joined today by Kate, one of our project delivery experts, who will be walking you through the practical side of things. Kate, do you wanna quickly say hello? Yeah. Absolutely. Hi. I'm Kate. I am a customer success manager here. So my job is really to onboard new accounts and basically answer questions and help make processes even better for ongoing accounts who have been with Teamwork for as long as, you know, years. So always just trying to make everyone's workflows a little easier and better. And so, yeah, that's my role here. Great. If we can move on to the next one. Before we dive in, just a few quick notes about today's session. So first, feel free to ask questions anytime using the q and a, panel. I, let me see. I probably don't think I I don't see the q and a choice from my side. Kate, do you can like, do you see it, the q and a panel? I do not. Okay. So I if if you guys don't have the q and Yes. I do. Sorry. Oh, okay. Okay. Perfect. Yeah. So if you, yeah, if you have any questions, please feel free to put popping your question into the into the q and a. And then we will try to answer those throughout the session, but we will also leave time for questions at the end. You can also share thoughts or experiences in the chat. We always enjoy hearing how different teams how your team approach, project delivery and all the things about Teamwork. And just a reminder, if we flip to the next slide, this webinar is being recorded, so you will be able to watch it again. We'll share it with your team afterward. Great. Okay. Getting to today's part. If we can move on to the next one, please, Kate. Before we dive into today's agenda, I want to quickly introduce the teamwork teamwork dot com hierarchy. So on the screen here, because understanding this really makes everything else we cover so much easier. And at a high level, so Teamwork is structured so that work is organized around clients, then projects, and then tasks. So very simple. The structure matters because it gives you, like, a very clear, scalable framework for managing, deliver project delivery. And when you follow that hierarchy, everything from reporting to budgeting, like, those pieces that we'll cover, to workload management becomes easier and more accurate. So with that in mind, let's move on to the next slide, which is our agenda for today. Great. So our goal today is to help you, like, as project managers or site admins, really set up teamwork in a way that supports better delivery, clearer visibility, and, like, more consistent processes and all that good stuff. So by the end of this session, we hope you will be able to structure your workspace, so projects are easier to manage and report on. You should also be able to set up clients and create work in more repeatable way. You should also be able to track time, budgets, and workloads more effectively. And last but not least, use reporting to keep stakeholders or keep you informed with accurate real time insights. So to get there, this is what we will look at, today. So we're gonna, start with that team or hierarchy, like, little dig digging a little deeper with that team or hierarchy and then to understand how you how to organize your works clearly. And then we'll move inwards, like that think about that hierarchy. We're gonna move inwards to look at how to choose setup clients clearly, how to create and standardize project work, how to track time, how to set budgets, and then how to manage your team's workloads, and finally, how to report all that all the information you put in there. So by the end, we hope you will have a very clear process that supports, like, all the things that we introduced in the beginning. And with that foundation in mind, I'm going to hand it over to Kate who will actually work us walk us through this in the product. Awesome. Thank you. So, yeah, we're gonna start kind of at the at the client level here. So I'm gonna switch over. I have my demo site pulled up for us here. So as Helen was saying, you know, we're talking about that hierarchy. We start with the client. So I always when I'm onboarding new people, new accounts, I'm always kind of that's where we go first is let's set up clients because keeping the clients at the top and kinda high level, first thing you think of is gonna just keep everything organized for you. So for example, if you're, like, an agency and you've signed up a few new clients, but they have, like, ongoing deliverables, right now, you might have a project list, and it's all kind of intertwined, and you can't really piece it out of, okay. Which client is this for? This is where setting up your clients is gonna be super helpful. So you should have a client's, tab over here on the left hand side. And, again, I have some in here right now, Apple, Coca Cola. And so this is my client's view. The cool thing with this is it houses all your client information, obviously, but it makes it easier to come in and say, okay. If If I look at my projects and I look at Apple, I can expand that row and see all of the projects under Apple on this page. Same goes for any of my clients here. It also kind of rolls everything up on this top line so you can see if you add budgets. So, for example, if I look at Walmart, here are my projects. They all have, you know, their unique budgets, but I can see at the very top line for Walmart, all of my budgets put together. So it's a really good kind of roll up screen And, you know, just having it set up like this will improve that reporting accuracy, which we'll get to. So I think best practices would be set up your clients before you even think about projects because you want those projects to be housed under clients. And on this page, you can also you have all these different headings, which is great, but you'll always see this plus sign up here. And with that, you can turn on different columns. You can turn off columns, and you can even create custom fields. So if there's something that Teamwork maybe doesn't have for you and you wanna keep this on the client level, you could create a custom field, and you have all sorts of different ways to make that custom field. And then you can, you know, drag things around and make it your own so that it's helpful for you. And then you can also filter. So let's say you have a ton of different clients in here. I get people with hundreds of clients. Sometimes it's hard to kind of narrow down what you're trying to see, so that's where the search function and filter are gonna be really helpful. But adding a client, super easy. You just click it, give it a name, its currency, which is going to be whatever is in your settings, and all the rest is, optional. So you can kind of fill in as much or as little as you want and create your client. So any questions on clients? I don't see any at the moment. But if you do have any questions, about the sections that we are talking about, please pop it into the q and a. If it's not related, please feel free to pop it in as well, or we can we if we have time, we'll we will try to address it at the end. Awesome. Alright. So you've come in. You've set up your clients. Now it's ready like, you should be ready to create that work. So every minute you can save and set up is going to be you'll be able to spend that time elsewhere. So setting up work can take time. But, with the Teamwork, we're hoping to streamline that. So a big part of that is going to be using templates. So I'll show just the, test one here. Essentially, what a template is, it's just a built out project. And on the template level, you can build out. So this one has, here's the project name. It has task lists and tasks. And the cool part with templates is you can build them out to, you know, putting estimated time on things, putting descriptions. You can even put tags on. You can really build it out so that every time you use this template, the work is done. You've already spent the time creating it. Now you just get to hit this little used template, put in your start date, and boom. It's already done for you. Less work, especially for that rinse and repeat type work that a lot of customers at Teamwork do. So instead of kind of recreating the wheel every time, templates are an awesome piece that you can use. And the nice part is you can build it. You can set even on, like, the people's page. You could put you know, set their permissions. So every time you use this template, their permissions are already finished, all sorts of things that you can do on the template. So for example, if we have maybe a design team that uses a website build, and it's kind of the same, for the most part, kind of type of work every single time they do it, that's where a template would really come into play where they can build out tasks, milestones, assign roles to people, and it really just saves them time and and standardizes things as well since you're using the same template. So great for saving time. You'll see also so you have project templates, which is, again, gonna be your full project. We also have what we call task templates. Test templates are going to be a task list. So for example, let's say you use testing components all the time. Maybe you don't use this entire project, but you use this specific task list a ton. You can actually save just this piece of the project and then as a task template and then drop it into projects as needed. So very similar, just kind of a a condensed version of a project template. So I would say as much as possible, I really try with setting up new new customers as build out your library of templates, for your most common project types. Include as many details as you can because, again, it's just gonna save you time from having to do that down the road. And, again, it's nice to standardize. You can name it. You can kind of make sure everything is, aligned, and everyone kinda does the same thing instead of being all over the place. So they are they're great. Any questions on templates? Yeah. We actually have a a question around, can templates include dependencies? Absolutely. Yeah. So if I maybe jump into a different one here that's a little more built out, I could definitely come in and say, okay. For example, this LinkedIn promotions, graphics is dependent on the sales battle card being complete. I could come in on the template level, come over to dependencies, and I can add the dependence dependency very easily. And you'll see that red dash show up, so I can't mark this one as complete until sales battle card is complete. So that really, you know, has things follow that that waterfall type of flow. Great. Thank you, Kate. And then a follow-up. The customer is asking, can you add subtasks to a a template? Absolutely. So I'm doing everything on list view. I know some of you might be table view or or board view, but you can definitely add subtasks like this. You can assign things out. A really cool part of templates, I think, is this choose later option. And what that does is I can say, okay. I might not know exactly who's gonna be doing this task because roles change, people are hired, people leave. But I could say, okay. Who's gonna do this task? Maybe it's a project manager that's always gonna be doing this. I can save that. And where'd it go? Every I don't know if it's saved, but you can let's try another one that didn't have let's say PM. There we go. It'll look something like this. And now every time I use the template, it's actually gonna prompt me and say, okay. You said choose later. Who is your PM for this role? And then you can assign people out. So really handy tool there. Perfect. Thank you, Kate. And, a customer is asking, is there a way to change future task start and end dates upon completion of a subsequent task? So we're actually going into that, like, project Yeah. Things. I love it. Yeah. Absolutely. Okay. So is there a way to change future taps start dates and end dates upon completion of the task? That is a great question. So if I'm understanding correctly, if we put time or sorry. Put a date on here. And so you would say, is there a way to change future start date? I might have to think about that one while you're around. Unless, Helen, you know right off the bat. I I I can't say it for sure, but I think that's something we could try to accomplish with automations. That's kinda where my brain was going. So you have automations here on the project. So you could say, teamwork gives you a bunch. I like to just kinda create one because in my mind, I'm talking it through. So when such a, like, a start date or an end date arrives, and you can even set the time on whatever projects, then you could change the start date or due date. I would have to play around with this, Jovan, and and see, but I think we could get there with automations for sure. Cool. Okay. I think that's all the questions we have for, creating work at the moment. Just wanted to reinforce, like, this is really where teams can save a huge amount of time and create consistency across delivery. So, like, that consistency really matters. Great. Okay. So once the work is set up properly, the next step is really, like, understanding how that work is actually getting done. So let's so that start with time tracking. Absolutely. So time tracking is a huge piece. I think not only are you able to see where people are logging their time, but I feel like a ton of people come to us, and they're like, yeah. I I think this takes about five hours to do. And then they start actually tracking time at the task level, and they realize, like, it takes way longer or way shorter. So it's just a really good way to kinda see where you're at in terms of where your time's going. So for example, if a developer estimates ten hours for, you know, a future but or a future but logs fifteen, then next time, it's like, okay. Next time I'm gonna do that job, I'm actually gonna anticipate it's taking longer than ten hours around that fifteen hour mark. So, again, if I go into, let me find a good project here. Here's one. If I come into a project and I'm gonna start logging time, there are lots of different ways, but I think it starts with setting estimated time for tasks. So some people struggle with this. They say, like, I have no idea, and I always just tell them, best guess. You can always change this and modify it. But you'll see on each task, you can set an estimate. So right now, this one is estimated for three hours to get this initial meeting with key stakeholders. So you can kind of set those estimated times first to give an idea of so maybe when it shows up on Emma's plate here, she knows, okay. It's gonna take about three hours. Maybe not exact, but at least in that ballpark. And then when it comes time, Emma can then log time, and there's a lot of different ways. You can do it right on the task. So, again, I'm in list view. There's a log time button here. And every time you go to log time, you're gonna see two options. First option is just to log time, and that looks something like this where you can mark it as billable or nonbillable. And then the other option that some people love is the start timer. So you can actually have a timer going on the project or while you're in this project working to just keep track, and then you just have to remember to pause it if you stop or and then, of course, stop it when you're done, and then you can log the time that way. So total preference thing, I see both all the time. I will say that for a lot of people, they work out of my work because this is gonna pull in all of the tasks that are assigned to them. So, again, I'm in mine. I have a lot of late tasks here. But what you can do is on this my work page, again, use that plus sign, and you can actually put a log time column on here. So I'm gonna come in, you know, set up new employee on payroll system. I can actually do it right from here without having to go search in the project where my assigned tasks, my work is gonna be great for that to pull it all in. As always, you can always click on the, task wherever it is, and you'll be able to log time or start the timer from there. So, again, lots of different ways to log time. But I think it's a great way of, you know, keeping yourself accountable, but also as a team looking at, okay. How much time did we really spend on this? Next time we do this kind of project, do we have to adjust? Are we pretty, you know, pretty pretty on? And I will say a lot of Teamwork reports are around log time. So I think it's a really good practice to get into, so that you can have accurate reporting down the road. So that being said, you do have my timesheet as well. So you can come in and kind of overview of the week, say, alright. Did I forget to log time anywhere? Am I totally off somewhere? Can kind of use my time sheet to to answer those questions. And as always, you can log time as billable or as non billable. So billables, you know, anything that you're billing for. You're you're doing work for a client. Nonbillable might be internal meetings or anything that maybe isn't super client focused. So any questions on logging time? I know that was a a very brief overview, but questions on setting up any of that? Yeah. Thanks, Kate. So before, like, we dive into questions, just really want to reinforce that, like, it's really valuable, that time tracking gives you, like, that real data to work from. Yeah. So the first question that we have, this is a pre webinar question. So a customer is asking, can I send time logging reminders? Yes. It is one of the best features, especially when you get started with logging time in Teamwork. I see this a lot when I'm onboarding. If you click your name as long as you're an admin, if you click your name in the bottom left, you have your settings. There's actually a time tab here. So depending on your plan and, again, your permissions, you are able to set up time reminders down here. And what that would look like is you get to set up how often, what time they go out. But anyone who's tracked less than whatever percentage of their capacity you want will get that email. So it's really good, again, if people are forgetting or it's new to them to kind of have that email go out. You can always pull back as people get more and more used to it. And another cool part here is you can exclude people from that. So maybe you have your CEO who never logs time or whatever the case may be. You can take them off that list so that they're not getting those emails because, obviously, they're not logging time. Great. Thank you. And then another customer is asking, like, can you, there are so many different ways that you can track timing teamwork. You can also like, when you have my time sheets, you have my calendar, you have all, like, login tasks, log login time towards the task. What would you like, anything you would in introduce as a best practice for for, like, users? Great question. I would say my work is the most common I see. Again, just because pulls in everything that's applicable to the user. So I would pull turn on that log time column here. My calendar is nice. Again, I've linked my calendar. It's a little crazy. But I really think, yeah, my work, my timesheet even, because, again, up here, you can log time. So some people like to come in here. Or kinda going from my work, you can just click on the task and log it up here. Those are kind of the main ones I see because you'll see it everywhere. You'll see it within a project on the time tab. Like, it's kinda scattered all over. So, typically, when I'm onboarding, I show a couple different options. And then as people get comfortable in there and start logging time, they kind of find their rhythm and what works for them. But I would say my work is probably the the most common. Awesome. Thank you, Kate. And then just for, like, for project managers or for a site admins, tracking time really enables that. Like, instead of relying on assumptions, you can start to answer, like, important questions like where is that time actually being spent, what types of work consistently takes longer than expected, And then, like, on answering, like, are we tracking billable and non billable effort accurately? So, like, really answering those questions from, a more, like, higher level, site admins perspective. Great. I don't see any questions left for this section. So, again, if you do have any questions, please pop it into the q and a, and we're gonna move forward. So once time is being tracked consistently, that gives us gives us the data we need to talk about the next place, which is budgets and profitability. Yes. Love talking about this, because I think this is a key point of people coming to Teamwork. They wanna track you know, it's all about money. It's are we making money? Are we, you know, on track? Do we need to change things in our company, hire more? Answer so many questions. And, again, budgets and profitability are gonna tie into reporting a ton. So everything kinda ties together. But, you know, an example would be maybe a video production company. So that's a ten thousand dollar budget. Halfway through, they realize teamwork showing, like, okay. You're seventy percent of the way, and you're only halfway through. It allows people to take a step back, adjust what they need to, and then continue on. So it just keeps people on track, and, hopefully, it keeps you within budget. So every project can have a budget if you if you choose. So what you'll wanna do is, I guess, first, on the people page where you set up all of your people, you can fill in your billable rate per person and your cost rate per person. And if you ever are kinda like, what does that mean? I always recommend hovering. These little boxes tell you exactly. But billable rate is like, okay, the rate you charge your clients. And then cost rate is how much does it cost your company to employ this person based on the work they do. So I would recommend putting in those if you have them. And if I go back to my project here, every project is gonna have a finance tab. In that finance tab, you'll be able to set up a budget. So it looks like mine ended on the sixth. So I'm going to just delete this one and show you a new budget here. When you are setting up the project also, you'll get prompted to set up the budget. You can do it at that point. Or if you maybe aren't sure what the budget's gonna be, you can come back and do this part. But you'll come in, and we have three kind of buckets of budgets. We have our fixed fee budgets, time and materials, and retainer. So sometimes it's all three. Sometimes it's just one. But you'd be able to come in and just fill in, you know, is it a financial or a time budget? So for this one, just like my example, it's based on all time, or you can say, nope. Only billable time. If it repeats and we'll say it starts today, and we'll say it ends at the end of June. And you can even set your billable rate if you want and notifications. So if I set notifications, I think this is great. So I could say, you know, when we're at fifty percent, shoot me an email. And so I kinda know what's happening, and you can set up as many notifications as you'd like. When I create that budget, here it is. And because this project already has a cup like, some time logged to it, you'll see that we're already kind of making a little dent in our budget. You'll be able to see your profitability. And, again, everything with budgets is going to be permissions based. So as admin, you get to see this, but there are ways to kinda hide this if you're not a company that wants, you know, every user to be able to see the budget. But you'll see as time gets logged, I can even come into this time tab, and I can see all my time logs, if they're billable or nonbillable, the rates. So it really breaks it down for you at the project level. Something new with rates as well is I set those rates on the people page as I showed, but now we have couple different options is so if maybe Alex, for example, his rate is typically one eighty, but maybe for this client or this project, he has a different rate. I can actually come in on a project by project basis and change that rate. We also have role based rates now. So you could say, alright. A marketing manager is a hundred and twenty. I could give Alex that rate on this project. So lots of variability with rates. You can definitely get in the weeds there. But, basically, you can come in. You can track your expenses if you have any, and you can even invoice through through Teamwork. And most commonly, I see it pushed out to something like QuickBooks, but it is a way to just have everything living here in Teamwork for this project. But this is great because you can track your budget, and all of a sudden, if the budget's out of control, you can really, like, dial in on those time logs and see, was it a typo, or did someone you know, are we way off with what we projected as our budget? Those kind of questions. So you can, you know, monitor your burn regularly. You can, know, just really keep track of where you're at. And another cool part here is you can add task list budgets. So, yes, my budget for the whole project is ten grand, but I could even break it down by task list and say, alright. My SEO budget is a thousand, and this one's two thousand. And you'll see at the top, it keeps track for you so that you can even break it down even further. So, yeah, budgets are a great way to, again, make sure you're on track and kind of keep track of where your your time and and money is going. Thanks, questions? Yeah. Yeah. So this is actually reading back to templates, which is great. So a customer is asking, can you create budgets when you're in a template? Yes. You can. So let me just show you what that looks like. If I'm in this template I was in again, you'll see we have the finance tab. I'm gonna do the same thing just to show. I can create the budget. You'll see there's less to fill out. I can put in a budget. So let's say every time I use this web design and marketing, it's twenty thousand dollars And it doesn't repeat. I can create the budget if it'll let me. I don't know why it's failing. Of course, it's giving me an error. But then every time you go to make use the template, the budget will be prefixed in there. And then, obviously, you can go in and adjust the rates or adjust anything with the budget of maybe yeah. Typically, it's ten thousand, but this one, it's twelve. So you could edit that on the project level. But, yes, you can definitely build them out when it's cooperating on templates. Thanks, Kate. Yep. Cool. And then Scott is asking, is there a way to enter an expense and associate it with a specific task item budget, or do all expenses just show on the overall project budget? Great question. So right now, expenses are just on the at the, like, full project. So I could say, you know, here it is. It was a hundred dollars. That's billable. You can mark it up, and then you can make your own category here, or there's, you know, some here. So maybe it's consulting. You can do all that. And then it just adds it to the project, and it pulls a hundred dollars from that budget. I don't wanna speak to any dates or anything, but I believe, like, task rates not so much expenses, but task rates will be applied in the future here. So I'm not sure if that would help at all. But as of right now, yeah, expenses are just going to be on the whole project. Great. And just to add on to that, I see customers using task list for expenses. So if you do want to make an expense associated with the task item, then just you can just create expense task list, and then you can add in there Yeah. As an alternative. Great. Okay. So just wanted to, like, reinforce, like, call out that, like, profitability isn't something, like, you want to check only at the end of a project. So it's like, we're actually combining all of that. You have your clients. You have people working on these project these client pro these projects, and then they're actively tracking time. So once those rates, budgets, and then time tracking is being tracked and being set up, you can monitor project health and as you go and that catch issues, like, much sooner. Great. Okay. So let's move on to the next part. So now that we've looked at the financial side, let's talk about how to make sure that the team itself is set up for success from day to day, like, with workload management. Absolutely. So workload planner, is great. I have a lot of people using this to really view what's happening. So that's gonna be under your planning tab. And I'll start with workload here. Essentially, what this is going to do is show you capacity and and what's on people's plates. So in order to fall so if I look at Alex here and I open up his, these are projects. Here's my client of Nike, Walmart. You know? These are tasks. So if I click on it, it'll open up that familiar task window. And you can see every task needs three pieces of criteria to end up on the workload planner. So they need estimated time. It needs to know how long you're doing this task. It needs to have an assignee so it knows where to go. And then it also needs start and due date so it knows how long to kinda pull all of that apart. So this one has all three, so that's why it's showing up under Alex. And with that, I can come in and see, okay. For this week, you know, Alex is looking good. He's at three hours a day. You know, everyone's looking pretty good except, okay, myself here. I could look in and say, alright. I'm over my eight hours because in my settings, I'm set up for eight hours a day, five days a week, a forty hour work week. I am over. So this would show whoever's looking at it. Okay. Is it something where I can move tasks to someone else? Can I change due dates? Can I, you know, move things? Maybe this post live checks isn't so crucial for this week, and we can just drag and drop it over to next week and kind of alleviate kind of those things. Or looking at this, like, okay. Kate's a back end developer. She's slammed for the next four or five, six weeks. Do we need to hire someone else? Kinda just answers those questions for you. As you can see, I I was dragging and dropping. You can also just click right into it as I showed and adjust things in here, and it will move for you. But this shows, you know, milestones. And if you have it synced so it's person by person. But if you sync your calendar, your your Google Calendar or your Outlook, it actually is pulling that in. So before, it was just showing tasks and teamwork, which is great. But we all know that we have meetings that aren't necessarily always reflected in teamwork. So that's where the calendar sync comes into play. So it's under unavailable time, and it pulls in. So today, I have five and a half hours of meetings on top of my tasks that I'm doing in Teamwork. So that's going to reflect in this, roll up up here. You have this unplanned task, which I think is really nice because these are all of your tasks that are still out there that don't have one of those three pieces of the criteria or maybe missing one, two, three pieces. So for example, if I come into project planning here, it has estimated time. It has a date. It's missing an assignee. So the workload planner doesn't know where to put it. So this is where on the template level or setting up your project, it's really important to have these pieces so you don't have to come back and do all of this. It's already done on your projects. So if I put this at Alex, it will actually fall off this list and go onto Alex's workload. Another cool piece we've added in here is the AI summary. So you can change your date range, but it base basically, it's going to really quickly tell you who's over, who's under capacity at a really quick glance. Any questions here? Yeah. Thanks, Kate. Thank you. So a question the a customer is asking about what's the permission level for this workload? So does all users can view everyone's workload? Yes. Everyone can see this. And just like a a cool thing, if ever if no one knows this trick, this is a great trick, is coming into your people tab. And if I go into Alex, for example, he's a standard user, not an admin. And you come up to this edit, you could actually impersonate other people if if you were an admin. So I could come in and be like, okay. What does Alex see? Come into the planning mode. Start using it, and you can see Alex can can see what's going on in here. So everyone can see this. Unfortunately, there's not a way to turn that off right now. But yeah. And a follow-up question is around so if a user is not on the project, will it still see that project from the workloads? It looks like it. I would have to test it, but I believe actually, a great question. Let me see. I believe they can see everything, but let me I'll double check on that one. But, again, I would use that impersonate button and just double check. Cool. Thank you, Kate. Yeah. We can follow-up with with with you afterwards. Great. Okay. And then moving on to the next question. So a customer is asking, can I view workload by team? Oh my gosh. Yes. This is heavily used are these filters. So you can really break it down. I think team is probably the most common because people wanna come in, and they just wanna see you know? Let's see. Marketing team, for example. So, yeah, you can really clean it up and and just see what you wanna see. Perfect. Thank you. That's all questions I have for the workload planner. I guess my like, I have a quick one that I want to ask. So the working hours, like, is there can you just briefly show how you can set up those working hours? Absolutely. So if you go back into your people tab, you can if you're, again, an admin, you can do it for anybody. So, like, Emma, for example, I'm gonna go up to edit again, and these are her working hours, these eight. So maybe you have someone who works part time or, only four days a week or whatever it is. You can adjust it. They can also adjust their own. So if you click on your name and edit my details, it will pop up their own. So if they wanna set it, they can do that as well. Great. Thank you, Kate. So yeah. So these the workload management section, like, really it's really, like, lets you start to see how all of these setup pieces connect. And then, like, the visibility depends on good task data. So, like, all the things that you need to preset, a good thing, a good way to remember this, somewhat somebody told me this, and I thought it was, like, really smart. It's called ease, so e a s e, which is, estimated time and start and end date. So very easy to remember that one. Like, I just thought it was really smart, so I wanted to share it. Great. Okay. So let's move on to the next part, which this is actually our last piece, which is combining everything you put into teamwork into reporting. So once your work is structured, it's tracked, it's balancing well, the last step is being able to see that bigger picture through reporting. So let's get there. Cool. Yeah. Reporting is great. If all of these things that we've talked about are being done, you're setting up your projects, you have your estimated time, your logging time, your all of that is good to go, your budgets, that's when reporting is really going to be helpful for you. So reports, depend on what level you have or which plan you have with Teamwork. My account is on scale, so I have all of them. But with reporting, there's a couple cool things. I mean, there's a lot of cool things in here. I would say very common one is project health. So you can set the health on a project, and Teamwork doesn't do that automatically for you. That is something that is manual because everyone has their own definition of what a healthy project is. But this is a really cool one that you can come in and see, alright. Where are we? Just high level. Or I could even filter and say, for this client, where are our projects? And we've added in some good graphs and and all sorts of things, but this is a really nice one to come in and say, alright. What's happening? High level on my projects. You can always filter by dates on all of our reports. So you can do custom, month, quarter, obviously search. There's all sorts of different options up here. And then you can always export. So I know exporting is a big one. If you want to, you know, CSV, Excel, Google Sheets, that's doable with majority of our reports. Utilization's also a big one. Again, this is gonna pull in that log time. So it's gonna say, alright. Of our available time and we're logging, like, where is our time going? So lots of good metrics in here. Again, you can do all the the dates. You can track trends over time. So this is a really useful one for for people. And then this one is available on scale, but it's the profitability report. So this is a really great one because you can do it by project or user, but you can basically see, alright, where are costs going? Like, how much are we profiting on these projects? And we have this AI forecasting so you can get a sense of, okay. Based on our data, where are we going? What's happening? So, again, this is one it's just gonna be really nice for tracking how much money you're making and where you're going from there. Last big one I wanna point out is time report. This one is probably the most heavily used in my opinion because you can group by a ton of different things. So I could come in and say, I wanna see, you know, client and user, for example. And I have some filters on, so let me clear those. But I could say, alright. My client and my users or there's tons of different combos you can do here to get the to the data you want. But you can basically see, you know, how much billable time, non billable time is in there. Just make sure, obviously, you want billable time to probably outweigh non billable time, so this is a great one to peek at. And, again, you can filter and export and and all of that good stuff. You also have the ability for custom reports. Again, this is gonna depend on your plan, but you can come in and create custom reports based on project milestone, task, or user, and then add columns and build it out yourself. We also have formulas if that's your your thing. You can come in, create formulas. We also have a bunch created for you. So if this is something that you wanna use, it's it's new. It's in there. And then this one has been a hit with people is building formulas with AI. So you can actually tell AI what you want to build, what formula, and it will help you build one. So really great if you're not maybe, like me, a formula person, but you know what kind of data you wanna get out of it. This is a really cool tool that's in here. And then last piece is sorry. No. On the the scale, you can set up, reports to be scheduled out, which I see used a ton. So if you're someone that maybe pulls a report weekly for someone or you need to see this report daily, you can set it up on a schedule where it emails it to you so you don't even have to think about going in there and pulling it. So that was a lot of information. But any questions? No. Thank you, Kate. So, yeah, I was jumping too quick with this quick question. So a customer is asking, can clients get these reports? In clients. So good question. Not you would have to send it to them. And, again, I that's what yeah. I think that's what the customer need. Like, can you send these reports to clients? Yep. Absolutely. So you could come in and say you know, you filter it maybe by their where am I here, by their client and you export it, you could come in and, you know, send them a PDF, and it's just gonna export like normal where it downloads, and then you could shoot it in an email or however to get it to them. And you can customize what kind of information they can see or not. Right? Exactly. Whatever filters you have and then export is what it's gonna show. So, like, if I'm sending this to Apple and they wanna see, you know, clients and project, for example, and they wanna see the time, great. I would export that and send it to them. Great. Thank you. And then can you show how to schedule reports? Yeah. Of course. So maybe this is the same one. We wanna send it out on the same cadence. Right next to the export button, you'll see the schedule report, and you just add a schedule. And so I could say, you know, Apple time, and then you can actually say who you want. So if your client is in Teamwork, you could schedule this to send to them. Otherwise, you can do it. You know, I see it a lot with, we're gonna send it to our accountant so that they don't have to think about it or whatever it may be, but you would pick whoever you want it to go to. And then alright. This isn't gonna be every Friday, whatever time, and then you can set a recurring schedule. So this is gonna go out however often I want it to until this date. And then this is a cool part is you can say, alright. I'm actually wanting to sign the last week's data. We don't wanna send this week because we're in the middle of the week or whatever it is. You can pick which data is gonna go and then which format. So if I do this, sched oops. Let's say, I think you can go. I got on into, like, twenty twenty nine on this one. Schedule a report. If I go back to my reports page, you actually have a scheduled tab right here, so you could see everything that's on a schedule. You can turn them off, edit them all from this page. Awesome. Thank you, Kate. And I think that's all the question we have for the reporting area. And, just to close out this section, so reporting is really where all of these setup decision setup decisions come together. So going all the way back to the beginning of the hierarchies and when your hierarchy is set up, your projects are structured consistently, time is being locked, and then those budgets are in place. Reporting, like, really becomes, like, less manual. So it really pulls up all those data into your reporting. So you don't doesn't have to need doesn't need to do anything extra for that. And then a few key takeaways are, like, like, standardized really makes reporting, cleaner, and then you can also use, like, dashboards or statuses reports to keep people aligned. And recurring reports like schedule scheduling reports can save a lot of that manual work as well. Great. That brings us to the end of the main content. So, I think we have a couple more questions that we will, that we can answer. So Patrick is asking, is there a way to show only the cost rates on the invoice and not the billable rate? Good question. So on the invoice, I don't believe so, but let me double check here. I create an invoice. So it's only going to be billable. The only way to see the cost rate, would probably be in, like, the reporting side of things. Typically, cost rates are kept a little closer to the chest because it is more sensitive information, so that's why it's not here. But you can find them on the reports, like, the profitability report, and that report is only view viewable to admin or if you have that permission because of that sensitive information. So, yeah, right now, it's only the billable rate. Yep. So if your goal is to calculate the true cost of a project, you could the profitability is definitely the the one that you could use. And then I think budgets if you set up your cost rates, budgets can also show the true cost of the budget, of of the, yeah, of the entire project. Right? Yeah. And I will say if you can look on the project level, as long as your rates are set, again, this time under the finance I know we have a time up here, which is a little confusing. But the one under the finance, you can see the breakdown here. So I really like this page. If something is, like, very, like, out of whack and you're like, how did we get here? This is a really good place because you can see the exact breakdown with cost and billable rates. Perfect. Thank you. I think that's all the questions for now. So if you have any, please pop it into the q and a or the chat as yeah. And we're gonna wrap up. So to wrap up today, we looked at how to structure your workspace for better visibility on reporting and set up clients, and projects in a more organized, repeatable way, track time and budgets to stay on targets, and manage workload more proactively, and use reporting to keep stakeholders informed. So these are really high level. We covered a lot from the beginning till the end, like, basically, like, from the very top till to the reporting, like, end to end. If you want to dig more into a specific area, we have designated webinars for those. So we did a resource management webinar before, like, solely focused on resourcing. If you're interested in this, please check out our webinars page, and we will post those webinars on there. And the big theme throughout today's session is that, like, good setup really creates better delivery, so at a high very high level. And when your workspace is structured intentionally, your team can work more consistently. Reporting becomes, like, easier as we showed, and you have much better visible visibility into how projects are progressing. So before I close out for a couple of the next steps, I think we can we have time to answer one more question. Oh, okay. You've you've already okay. Yep. We can follow-up with you, John, on that question. So let's close out with some best, best next steps. So for next steps, you can check out the Teamwork Academy for step by step training and guided learning, if you want to dig deeper into a specific area, like creating project templates, task list templates, and all that good stuff. And our upcoming webinar, simplify your daily work, is happening this Thursday. It's best for, individual contributors. If you want to get your team to learn how to best set up their workspace, that's for you to that's for your resource. And, of course, if you have any questions, please reach out to our wonderful support team at support at teamwork dot com. And with that, thank you so much for joining us today. We really appreciate your time, and we hope you have a great rest of your day, and enjoy Saint Patrick's Day if you're celebrating it. And bye. Thanks, Marilyn.