Simplified document upload and more August updatesDocument uploads happen all the time in Webforum and making them friction free is a great way to make our users spend less time clicking and more time working (or playing). Therefore we have simplified the document upload window and introduced a checkbox for adding meta data. If you are not adding meta data at the moment of upload just leave it[..]
Super easy to find your favourite files and foldersWe have all been in the situation where for some reason we seem to search for the same document over and over (in my case I can never remember where we keep the meeting minutes for the company meetings). In the July release we introduce the possibility of marking these documents or folders as favourites to make them super easy to find. Favourite[..]
Even more control over the QnA process with the Matrix viewCongratulations! With the May release we introduced a new type of task board – the question board – that is designed specifically for the question and answers process. The task cards on this board include fields for To and From. These fields can be populated by the project groups that should represent the different disciplines or competencies in[..]
Preview of document templatesSome of our customers have very many document templates and finding the right one can be a challenge. To make it easier for users, we now introduce a preview of document templates. Just click on the ellipsis menu next to a template and select “view” to get a preview of what it looks like.
Are we on track with the important work?To give you a complete picture of the status of the work that is being done in Tasks, we now also include an overdue column as well as status labels in the timeline. This way you can quickly identify if the team is falling behind and help them get back on track again. Just navigate to the timeline view to see if any tasks in the project are[..]
Export tasks at the end of your projectIn order to keep a log of all the questions and answers or other work processes that you have completed in Webforum, you can now export all tasks from a board to Excel when you are done with the project. Just click on the ellipsis menu and select the option to export. The Excel will contain all information about the tasks, and attachments can be[..]
Do you handle QnA in your project?Congratulations! With the May release we introduce a new type of task board – the question board – that is designed specifically for the question and answers process. The task cards on this board include fields for To and From. These fields can be populated by the project groups that should represent the different disciplines or competencies in[..]
Coloured Gantt bars in the planningSince before you have been able to select a colour for the phases in the planning that was shown in the project office to easily distinguish between projects and phases. These colours will now also be shown in the project itself to make sure everyone is on the same page and colour.
Unique identifiers for TasksIn order to make it easier to refer to a specific question or task we add a unique id for them. The ID is made up of a three letter project identifier and a sequential number. You can see the id numbers in the screen shot below (LOT-1). While many tasks can have similar names each one will always have a unique ID.
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