Editing of UDFs
Allow editting of user defined fields (also known as Custom Fields in some PSAs).
Allow editting of user defined fields (also known as Custom Fields in some PSAs).
Send reports to each user about their work, with recommendations.
Ability to see and apply your existing PSA project templates to a project.
Add drag & drop Critical Path dependency mapping into the Gantt view. Add ability to easily create phases and tickets/tasks directly from the Gantt view.
Project Portfolio & Individual Project Health report, with AI Analysis.
The Client Portal allows your clients to see Kanban and Gantt views of their project and service tickets. The same visualizations are available as what your team sees, and you can customize the layout as you wish.
CFDs show how healthy and stable the flow of your work is. It makes it easy to spot bottlenecks, delays, and high amount of work in progress (WIP). For an example and explanation, see: https://businessmap.io/kanban-resources/kanban-analytics/cumulative-flow-diagram
Tools to help existing users migrate from old UI to new UI
Ability to view and attach configurations to tickets
ConnectWiseAutotask
ConnectWiseAutotask
ConnectWiseAutotask
ConnectWiseAutotask
Ability to upload attachments to a ticket
ConnectWiseAutotask
ConnectWiseAutotask
ConnectWiseAutotask
HaloPSA
ConnectWiseAutotask
Started in October. Evidence collection is in progress. Due for completion in May 2024.
ConnectWiseAutotask
HTML Formatting Copy/paste from clipboard Display images inline Other usability improvements
ConnectWiseAutotask
Be able to see service tickets and project tasks on the same Kanban board.
Autotask
90 to 180 days
Allow editting of user defined fields (also known as Custom Fields in some PSAs).
90 to 180 days
Send reports to each user about their work, with recommendations.
Next 90 days
Ability to see and apply your existing PSA project templates to a project.
Started
Started
Add drag & drop Critical Path dependency mapping into the Gantt view. Add ability to easily create phases and tickets/tasks directly from the Gantt view.
In beta
Project Portfolio & Individual Project Health report, with AI Analysis.
In beta
The Client Portal allows your clients to see Kanban and Gantt views of their project and service tickets. The same visualizations are available as what your team sees, and you can customize the layout as you wish.
In beta
In beta
In beta
In beta
CFDs show how healthy and stable the flow of your work is. It makes it easy to spot bottlenecks, delays, and high amount of work in progress (WIP). For an example and explanation, see: https://businessmap.io/kanban-resources/kanban-analytics/cumulative-flow-diagram
Shipped
Tools to help existing users migrate from old UI to new UI
Shipped
Shipped
Shipped
Shipped
ShippedConnectWiseAutotask
Ability to view and attach configurations to tickets
Shipped
ShippedConnectWiseAutotask
Shipped
Shipped
Shipped
ShippedConnectWiseAutotask
ShippedHaloPSA
ShippedConnectWiseAutotask
ShippedConnectWiseAutotask
ShippedConnectWiseAutotask
Started in October. Evidence collection is in progress. Due for completion in May 2024.
ShippedConnectWiseAutotask
Ability to upload attachments to a ticket
ShippedConnectWiseAutotask
ShippedConnectWiseAutotask
HTML Formatting Copy/paste from clipboard Display images inline Other usability improvements
ShippedAutotask
Be able to see service tickets and project tasks on the same Kanban board.
ShippedConnectWiseAutotask