We just released another update to the project analytics, now it's even more awesome. The analytics is now renamed to progress and has a lot more insights about your project progress.
The new progress charts are a good way to track and forecast projects. They let you visualize your effort and overall progress. You can quickly check the project status, see how much work has been done, whats in progress and how much needs to be still done. To make it possible we take a snapshot of all your projects every day and count the number of tasks in every list and the different statuses.
These charts are also often used in lean and agile project management to measure different kinds of progress and efficiency in projects and are known as cumulative flow diagrams.
You can find the link to the progress charts in every project board under the task quick input box.
You can check the progress by task status and task list. Progress by task status shows you the number of tasks with all the statuses over time.
Progress by task list shows you the number of tasks in each list over time.
The charts are very simple but can tell you a lot about your project progress. On the vertical axis you have a number of tasks and on the horizontal you have the timeline. The areas in the chart show you the cumulative task statuses or the number of tasks in a list over time. Cumulative means that the values are accumulated over time.
The chart should look smooth from left to right. The areas should stay more or less even over time. Bubbles or gaps in the areas are an indication of shortages or bottlenecks. Blocking tasks can create large backups in some parts of the project and starvation in others. Unchecked backlog of tasks can grow over time. These are the places look for ways improve your progress.
Task completion analytics is also available from here. You can instantly see tasks that are taking too long to complete. Move your mouse over the small dot in the graph and you'll see how long the task has stayed in each list.
Please check out our previous post on the task completion analytics feature and how to use the lead and cycle times.
You can subscribe to tasks and have an email sent to you every time something changes on a task. Now it's even better because you can subscribe other people to tasks. It's a handy way to keep everyone in the loop without having to get too many emails.
The subscribe link is still on the right side of the task action menu, but now it allows you to select multiple users:
Click on "Subscribe" and select the users you wish to add to the task. If you’re getting notifications for a task that you’re not interested in, you can unsubscribe from the task.
You can see a small eye icon on the tasks that you have subscribed to.
To quickly subscribe yourself to a task use the keyboard shortcut. Hover your mouse over the task and press the "s" key.
Another way to get users attention is to @mention them using their name. Here's a short guide how to use it https://www.breeze.pm/blog/51-get-your-team-members-attention-by-mentioning-them
We have been busy updating Breeze and here are some of the updates that you might have missed.
In Breeze, you can set start dates and due dates to tasks. Now you can also set due dates for projects - it's a good way to keep track of your project completion. You can set the dates from the project settings:
Once the dates are set then they are visible in the calendar and the iCal calendar feeds. You also have the option to hide task and project dates in the calendar. That way you can choose to focus only on the individual tasks or get an overview by only viewing the projects.
Setting and tracking due dates is an important part of managing projects. It helps you meet your deadlines and schedule new projects.
A good way to get someone's attention is to mention them in a comment or task. Use the @ symbol followed by their name (no spaces). Breeze will suggest names to choose from:
Sometimes you may need to get the attention of everybody in the project. Now it's possible without typing everyone's name - just type @all and everybody gets notified.
All the users in the projects will be notified by email and they'll also see the message in the notification bar at the top.
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:
This change affects only new users. If you would like to switch over then please get in touch.
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 email@example.com with your company details and the subscription plan details. We'll get back to you and work out the technicalities.
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.
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/
We start off the new year with two new features - Google single sign on and task copy options.
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.
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.
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.
This new feature is also available when you copy swimlanes.
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.
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.
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.
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.
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.
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.
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.
To delete todos or todo list just swipe left and tap on the "Delete" action.
Here's another list of small updates that we added over the past weeks.
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.
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.
We also added an option to show project names in calendars.
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.
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.
Here's a list of small updates, that you might have missed, we added over the past weeks.
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.
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.
The tasks page filtering got a small overhaul and we added two new filtering options. You can now filter by project and task list.
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.
The same is also now visible on the reports chart. Move your mouse over the column and you'll see the drill down.