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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.

Attach files from Microsoft OneDrive

By Rene on Aug 9

We are happy to announce another integration with Breeze. Now you can attach files from Microsoft OneDrive

You can find the link under the attachments, in the same place with the other cloud file options.

Microsoft OneDrive integration

Now Breeze supports all the major cloud sharing platforms - Google Drive, Dropbox, Box and Microsoft OneDrive. You still have the option to upload files directly from your computer.

Upload from Computer or use cloud providers?

You may wonder what's the difference between uploading a file from your computer or using one of the cloud providers. When you upload a file from your computer then the file is upload to our cloud servers. The maximum file size limit is 5GB. We use Amazon S3 for hosting the files to keep them secure, instantly available and to provide the best experience.

When you use one of the cloud providers then nothing is upload to our servers, we only link to the file. This is good when you have very sensitive files and you need to have extra control over the permissions. Another good thing is that you can edit your file in the cloud provider environment, example Google Docs, and always have the latest version linked to Breeze. There are no file size limits when using cloud services.

Hide time tracking, comment order, swimlanes in mobile and more.

By Rene on Jul 5

We add small features and tweak Breeze all the time based on the feedback we get from our users. To keep you up to date with all the changes and updates, we compiled a list for you. Some of it you may have noticed and some of it might be completely new.

Hide time tracking and estimates

`You can have different kind of projects and all of them might not need time tracking or estimates. Now you can disable and hide time tracking and estimates from projects - this keeps the projects simple and lean. You can find the options under projects settings.

Enable time tracking and estimates

After disabling the features we hide time tracking section and estimate link in the task window.

New comments at the top

If you are one of the people who likes reading new comments first then this is something you'll like. Now you can see new comments at the top. This means less scrolling to see what's happening. You can find the option under your personal settings.

Task comments at the top

This is a per user option and everyone has to enable it for themselves.

Mark and move task lists

We updated the task list dropdown menu and added some new options to it. You'll find 2 new options there: move task list between projects and mark tasks when moved to the list.

Click on the "Move list to ..." link to move the entire task lists to another project

Now you can also set any status to tasks when they are moved to the list. Before you only had the option to mark then as "done". Click on "Mark task in list as" and choose either done, ready, on hold or blocked

Set task status and move task lists

Tablets optimized project board

Tablets have a bigger screen than phones and can fit more information on the screen. We updated the project board to take advantage of that and now you'll see a board layout on bigger devices. It looks just like the web app, fits more task on the screen and gives you a better overview.

iPad project board with swimlanes

Swimlanes in mobile

One of the most requested features for the mobile apps was support for swimlanes. We are happy to announce that now you can see all the task in the swimlanes they are assigned to.

iPhone project board with swimlanes

Add new task lists in mobile

Last but not least you can manage task list on the mobile apps. Add new ones, rename and delete existing one.

Add new task lists

Thanks for the feedback!

Everyone’s feedback has been very helpful. We are keeping track of all the requests, suggestions and ideas - they help us to plan the development.

A central place for all your files

By Rene on Jun 20

We added a new feature to Breeze that gives you a central place where you can manage all your files. You can view, add, delete and search all the project files.

You can find the link to the files under the task quick input box.

Project files

The files repository contains all the files from tasks and comments. You can view your files in grid or list layout. The grid layout is like a gallery that shows small thumbnails of the files. This gives you a quick overview of all the images.

Project files overview

You can sort the files by name and date. Search the files using the name or the extensions. Example, to find all images search for "png" or "jpg".

The other option is to use the list view. This is good when you have a large number of files and you need to quickly find a file.

Project files list

Sorting and searching functionality works here also.

You can upload files from your computer or link them from Google Drive, Dropbox or Box. Either use the "Add files" menu or drag and drop the file. When you use Dropbox, Google Drive or Box to add files them we only link them to Breeze, nothing is uploaded to our server. This lets you edit the original file and always have the latest version available in Breeze.

Get your clients involved in the projects using new user permissions

By Rene on Jun 2

Breeze is great for working together with all your clients. You can have different kinds of clients - some are more involved and some just like to see what's happening in their projects. Until now, your clients could only add comments to tasks and not create new ones. With the latest update, it's possible to have your clients work with you and add new tasks.

To make it possible we added more permissions to the user role.

Client user permissions

You can hide time tracking, estimates, tasks and comments. To allow your clients to add tasks, change their role to user and check the boxes to hide tasks and comments. That way they are like super clients with extra permissions.

Now your clients can add tasks, updated them, check off todos and more. You can still have private tasks and discussions with your team, some work is always internal.

The new permissions also allows you to have different types of client users - some with more access and some with less. You can control who creates and updates tasks.

Here's a recap of the user permissions. Breeze has four types of users:

  • Account owner - can create new projects, add/remove all people and grant permissions, manage account billing.
  • Admin - can create new projects, add/remove all people and grant permissions.
  • User - can create new projects, add/remove people from their projects.

    You can also enable and disable some of the features

    • Can archive tasks.
    • Can delete tasks.
    • Can see time tracking info.
    • Can see task estimates.
    • Can see tasks hidden from clients.
    • Can see comments hidden from clients.
  • Client - can only add comments to tasks and upload files to comments.

    You can also enable and disable some of the features

    • Can move task from one list to another.
    • Can see the reports pag..
    • Can see time tracking info.
    • Can see task estimates.

All the users have only access to the projects they are invited to. Only the account owner can see all the projects.