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New in Breeze: multiple accounts and invoice based billing

By Rene on Apr 17

Multiple accounts

We made a small change the way you work with multiple accounts in Breeze. Now you can clearly separate each team or account and have different roles in different teams.

When a person from another team invites you to one of their projects then you’ll get an invite as usual. You'll have separate entities with the same login in different teams. This makes it clear and safe to work with multiple teams. You'll log in as usual and have the option to switch to another team. That way you don’t have to have multiple accounts to work with multiple teams.

You can quickly switch between different teams from the main menu. Click on your name in the top right corner and you'll see a list of teams:

Join other teams

This change affects only new users. If you would like to switch over then please get in touch.

Invoice based billing

Another feature we like to introduce is invoice based billing for annual subscription. This allows you to pay for Breeze using an invoice. You can choose to pay via wire transfer or even by cheque. This makes it easier to handle the payment in larger organizations.

Please contact us at support@breeze.pm with your company details and the subscription plan details. We'll get back to you and work out the technicalities.

Breeze app for Zendesk Support

By Rene on Mar 21

We are happy to announce another integration to the growing list. Breeze now integrates with Zendesk Support - a beautifully simple system for tracking, prioritizing, and solving customer support tickets

Now it's easier to share tasks between Breeze and Zendesk. Once the Breeze App is enabled through the Zendesk App Marketplace, simply open a ticket and the Breeze widget will appear to the right. From there, you can add the ticket to an existing task, or create a new one. You can choose the project, list and the task where the ticket will be added. All the information is right there, available for you support people.

Breeze app for Zendesk Support

How to install?

Installation of the Breeze App is simple. Go to the Zendesk Apps Marketplace under the Admin panel in Zendesk. Find the Breeze App and click the Install button.

Once you’ve installed the App, navigate to a ticket, click Apps on the top-right, and you should see the Breeze App. If you are not logged in to the Breeze web app, you are asked to log in.

Zendesk agents must be logged in to Breeze with their own accounts to use the App.

Here's the direct link to the Breeze App in the Zendesk App Marketplace https://www.zendesk.com/apps/breeze/

A little bit of color to keep your tasks and tags better organized

By Rene on Feb 22

Tags are a good way to give additional context, categorize or group your tasks. We made them even better by adding the option to assign a color to tags. You can use the colors to make tags and tasks more visually distinct.

You can set color after you have added the tag to a task. Click on the tag and you'll see a small popover.

Task tag colors

The tag delete action is also a little bit changed. Now you have to click on the small "x" at the end of the tag to delete it.

Another place to manage the tag colors is from the global tag management page.

Manage tag colors

Tags are very versatile and can make your workflow more flexible. The primary use case is that it makes easier to find tasks. You tag a task and it's very easy to find it later.

You can also use the tags to extend the task statuses. It's a way to make custom statuses and with colors, they'll stand out even more.

Tags can be used to substitute task lists. Instead of creating a list for every small stage, you can assign a tag to it that denotes the meaning.

Share your work, progress, roadmaps and ideas with public projects

By Rene on Feb 9

Now you can share your work, progress, roadmaps and ideas with public projects. This lets you easily gather feedback from clients and from anybody who's interested in the progress of your projects.

Public projects are a great place to engage with your community, share your product’s development, get feedback from users and keep everybody up to date on releases or any issues.

You'll find a new option under the project settings that lets you set a project to public or private. By default, all projects are private and are visible only to your team and the people you have invited to it.

When you set your project to public then it is visible to anyone with the URL, but it's still secure because the URL contains a random and cryptographically secure token.

Public project settings

There are a couple of permissions you can set on the public project. You can hide and show time tracking and task estimates. Let public users add comments to tasks.

You can share your projects as a board and as a list. We use the layout that you have set at the moment when you make the project public.

Public project board view.

Public project board layout

Public project list view.

Public project list layout

Another great thing about this new feature is that anyone can join the discussion, just like the public tasks feature. They don't need an account in Breeze. Just enter your email address and we'll send them a unique link that they can use to add comments to the project.

Add comments to public projects

You can mention users in comments, just like in private projects, and the public users will receive email notifications. To generate a new secure URL for the public project make the project private and then public again.

Using Breeze public projects means that you don't have to spend half your time in two different systems, one for staff and one for the public. You can update one and everyone can see it.

That's the gist of public projects. Please let us know what you think. If you decide to use public projects and would like to share them then please tweet us at @BreezeTeam.

Google single sign on, task copy options

By Rene on Jan 3

We start off the new year with two new features - Google single sign on and task copy options.

Google single sign on

You can now sign up and sign in to Breeze using your Google account. Just head hover to the login page and click the link to authenticate with Google.

You can also log in with Google if you have already signed up using your email and password. For this to work you have to have the same email address in Breeze.

Google Sign Up Google Sign In

The Google single sign on options makes it easier to sign in to Breeze. You don't have to remember another password and worry about the security.

If you ever wish to switch back to password authentication then head over to the password reset page and fill in your email address. We'll send you a secure link where you can set a new password.

Task copy options

We made a small update to the project and task templates. Now you can choose what to copy from the templates. It makes your life easier by not having to delete old data from tasks when you copy them. By default we still copy everything, but you have the options to selected only certain task attributes.

Project template options Task template options

This new feature is also available when you copy swimlanes.

Recurring tasks - automatically create tasks in your projects

By Rene on Dec 13

Every project has some repeating tasks that you need to regularly do or maintain. It can be a hassle to remember and manually create them every time. To help you with that, we are happy to announce recurring tasks feature. No more tedious task duplication, let Breeze create them for you.

You can find the recurring settings in the task side menu.

Create recurring tasks

There are so many ways automating task creation can free up your time. Set reminders about reports, end of month accounting, marketing campaigns, schedule meetings, weekly Scrum sprint tasks and more. You can set to create new copies of tasks daily, weekly or monthly.

Recurring daily Recurring weekly Recurring monthly

One good way to use this feature is to create a new list for recurring tasks and then hide the list from project board to keep it from taking extra space. That way you can keep an eye on the recurring tasks.

The recurring task will copy everything from the original task except comments and time entries. The recurring settings are removed when you delete, move or copy the task to another board. Archived tasks will keep the recurring settings. This is a handy way to automatically create tasks and keep the project board clean.

Create new projects and todo lists in mobile apps

By Rene on Dec 5

We are happy to announce more updates to our mobile apps. Now you can create new projects and todo list directly in the mobile apps.

Create new projects

One of the most requested features for the mobile app was the ability to add new projects. Now you can do it. Open the projects tab and tap on the "+" button on the top right corner.

The new project window lets you name the project, invite users and assign it to a workspace.

Create new projects Edit project settings

This means that you can now also edit existing projects. Update the name, invite and remove people, and assign projects to workspaces. To delete or archive a project, just swipe left and tap on "Archive" or "Delete" option.

Create new todo lists

We also added the option to create new todo list. Previously you could only create todos under existing todo list.

To add a new todo list, open the task and tap on the "Todos" menu and the on the "+" button on the top right corner.

Create new todo lists Delete todo lists

To delete todos or todo list just swipe left and tap on the "Delete" action.

Hide task lists, add users to all projects, project names in calendar

By Rene on Nov 28

Here's another list of small updates that we added over the past weeks.

Hide task lists on project board

You can now hide task lists on project boards. This is useful when you have big boards with many lists. After hiding the list it will be collapsed and you can see the list name vertically between the other lists. You can find the hide option under the task list settings.

Hide task list from project board

Add users to all projects

Another new feature is a user permission that lets you add a user to all new projects. Sometimes you might need to add a certain user to all projects - accountants, admins etc. By default we add the account owner to all projects, this hasn't changed with the new permission. You can find the new permission on the team management page.

Add user to all projects permission

Project name in calendars

We also added an option to show project names in calendars.

Show project name in calendar

Tasks on mobile apps

By Rene on Nov 17

We update our mobile apps and added a new tasks page to them.

This is the same view that you can see on the web app. Now it's also available on your mobile device. You can quickly see what tasks are assigned to you and what needs to be done. It's a good way to track your progress when you are on the go.

You can sort the tasks by due date and project. We use all the same filtering options as on the web app. This means that if you are filtering by project, lists, tags or status then they are automatically used on the mobile app also.

Your tasks sorted by due date Your tasks sorted by projects

By default, we show tasks and todos that are assigned to you, but you can also filter by other users. You can find the filtering option under the top dots menu.

You can find the updated apps from Apple app store and Google Play. We have a lot of updates planned for the mobile apps. Stay tuned!

Tag management, task filters and time tracking drill down

By Rene on Nov 7

Here's a list of small updates, that you might have missed, we added over the past weeks.

Tag management

We added a place where you can manage all your tags. You can find it by clicking on your name and choosing the option "Add & manage tags". The link is only visible to admin users. The tag management page lists all the tags in the projects you have access to. You can also add new tags and manage existing ones from here.

Tag management

You can still manage tags the old way also. All tags are also created when you first use them and deleted when they are not associated with any task.

Task filters

The tasks page filtering got a small overhaul and we added two new filtering options. You can now filter by project and task list.

My task filters

Time tracking drill down

Another small update we added is the possibility to see not billable time in tasks and reports. Move your mouse over the time pill in the task windows and you'll see a breakdown of tracked billable and not billable time.

Task time tracking drill down

The same is also now visible on the reports chart. Move your mouse over the column and you'll see the drill down.

Report time tracking drill down

List view for projects

By Rene on Oct 26

We added a new layout to projects. Now you can view your project boards as lists.

List view is an alternative layout that lets you see your tasks in a simple list. This allows you to fit a lot of information on one screen. A good use case for this new view is when you are writing down some random thoughts, creating a step-by-step guide, collecting links or bookmarks. Ideas or information that doesn't need any action.

Sometimes, it's also easier for new users to get started with a list and later switch over to the board layout.

To change the layout open the project and then click on the down arrow on the top left corner next to the project name

Project list view

The list view works just like the board layout. You can add lists, swimlanes and tasks. All the keyboard shortcuts and drag and drop works also.

Updates to the task action menu

By Rene on Oct 11

We just released an update to the task action menu. This time, the focus was on user experience.

The goal of the redesign was to make it easier and quicker to update tasks. The previous slide out menu was good, but it didn't scale well with many actions. We are also planning to add some extra actions to the side menu. Stay tuned!

All the actions are the same as before with a slight update that should make them easier to use. All of them open in a small popover window, this reduces the number of clicks. No more unnecessary clicks.

Here is a sample of two of the new actions.

The new task status action.

Task action menu - mark status

The new task due date action.

Task action menu - calendar

We'd love to hear your feedback and suggestions about the update.

A place to store your project notes

By Rene on Oct 3

Every projects has some general information or notes that you must store somewhere and share somehow. To help with that we added a new notes section to every project.

The new notes functionality is right in the project header, behind the project name and description. It helps everyone immediately understand what’s important and essential to a project. You can include a long description, files, link to files in the cloud or use it for a simple description. It's the same editor you are used to using in tasks and comments.

How you use the project note is totally up to you. It can be a single place that holds all the vital details of a project, to keep track of goals or even as a small wiki.

Click on the project name or description to open the notes window.

Project extended description

Project goals and objectives often change and evolve, you can update the note at any time to keep it up to date. Project notes are an important part of starting things off right and making sure your team keeps focus on long projects.

We hope this new feature helps you bring more clarity to your project and set better goals.

A better overview of your tasks with the new list mode

By Rene on Sep 19

Breeze is a great project management tool to manage all your projects. You can use the "Tasks" page to keep focus on the most important tasks. It shows you all your tasks across all the projects.

We add a new list view to the "Tasks" page. This works better if you have tasks from different projects and lists. The view is more compact and easier to comprehend.

The tasks are by default sorted by due date. The tasks are divided into 5 groups - overdue tasks, tasks due today, tasks due in one week, tasks due in the future, and tasks without a due date.

Tasks list view due date

You can drag and drop the tasks between the due date blocks. This updates the due date on the task or todo.

You can also sort the tasks by project. Each project has its own section with lists.

Tasks list view due date

You can drag and drop the tasks in the project view. The only limitation is that you can't drag and drop todos. This is because todos belong to tasks and it's not possible to sort them outside the task.

All the filtering options work like before - you can filter by a user who created or is assigned to the task, task status and tags.

Time tracking permissions, link to comments, search filters, updates to Slack and Zapier, and more

By Rene on Aug 29

Time tracking permissions

We added a new default permission to admin users that allows them to change user who created the time entry. This can be useful in different situations. One good example is when someone forgets to log time and you need to send a report to a client. Now you don't have to find the person but the admin user can quickly do it themselves.

Admin users time entries

Copy swimlanes

We added a new action menu to swimlanes and made easier to use. At the same time, we added the option to copy swimlanes to other projects.

Copy swimlanes between projects

Choose a project from the dropdown and all the tasks with the swimlane are copied over. The task lists do not have to match between the projects. We copy the tasks to the existing lists.

Search filters

When you are trying to find a specific discussion, task or todo then it can be difficult because over time your account has accumulated a lot of data. To help you find exactly what you need we added filters to the search.

Search filters

You can filter by projects and specific items like tasks, comments, todos etc.

Link directly to comments

Have you ever needed to point to a specific comment in Breeze? Now it's possible to get a link to every comment. Even better, when you open the link it scrolls to the correct place in the task window and highlights the comment.

To get the link click on the "Posted" word under the comment and copy the link behind it.

Link to comments

Open OneNote links

OneNote is a handy note taking app from Microsoft that's popular with many users. To make it easier to copy and paste text between OneNote and Breeze we enabled the OneNote links in comments and task descriptions.

This means that now you can click on OneNote links in comments and task description, and they open the OneNote app.

Slack new notifications options

There's a new notification preference for the Slack integration. It's called "Hidden tasks and comments" , it allows you to control the type of messages that are sent from Breeze to Slack channel.

By default every change in Breeze that creates an activity entry is also sent to Slack. This is also true for hidden tasks and comments. When you disable this option then they are not sent anymore. This is useful when you are sharing a Slack channel with your clients and need to have private tasks.

Slack slash command

We added a new option to our Slack slash command that allows you to show or hide the responses. This means that when you create a new task you can have the whole channel see it.

/breeze set:show response show the created task in channel
/breeze set:hide response hide the command response from channel

To get help on the command type:

/breeze — it will list all the options and extra commands.

Zapier notifications trigger

We updated our Zapier integration and added a new trigger for notifications. You can now have a trigger when someone mentions you in a comment or task description. Here's a list of all the triggers and actions we support. You can start using Zapier by accepting the invite.