See what’s new in TeamWave – September 2017

New features: Calendar, repeat tasks, privacy across projects.

We’ve continuously improved TeamWave since launch, adding a number of awesome features and improvements focused on speed, power and flexibility. With a lot of feedback from customers, we are striving to make TeamWave significantly better in our  September release. Updates include a revamped dashboard, new calendar on the home page, new privacy option in projects and lot more.

A revamped dashboard

With this new update, all your tasks and activities will be sorted into Projects and CRM sections. They can also be managed and checked off right from the dashboard.

Revamped dashboard

Calendar in home page: New feature

The new calendar keeps all your project and HR tasks, activities, milestones, time-offs and events in one place. It’s easy to navigate between dates, weeks and months and see your scheduled activities. The account owner can now see everyone’s scheduled activities/tasks/events in a timeframe.

Calendar

Editing tasks with ease: New update

Rather than loading a new page every time you edit a task, you can now edit and manage tasks on the same page from the task’s details pop-up.

Task popup

Privacy in all sections in projects: New feature

Now you can choose who can see your tasks, discussions, files, events and notes since all sections in projects come with a privacy option.

Whenever a project is shared with a client, there might be some files/tasks which are only private to you or your team members and are not supposed to share with that client. In all those cases, you can make those tasks/files private to you or your team members by changing its privacy.

In this release, TeamWave comes with following privacy categories: Everyone, my team, only me.
Screen Shot 2017-08-31 at 5.06.10 PM

Task repeat: New feature

We understand that sometimes your tasks are repetitive. We have added repeat option on tasks to reduce your continuous effort of adding same tasks. Now you can repeat tasks on a daily, weekly and monthly basis.

Repeat Task

CRM Import: New update

Now while importing deals you can import deal owner, followers, deal status and deal close date along with previous fields from the spreadsheet.

Import

Removing people and adding them to negative list in CRM mail.

In CRM Mail, whenever you are creating a deal from a mail and there are multiple persons in that mail, you can remove unwanted persons/mail ids right from that deal creation box and can also add them to the negative list.

Remove contacts

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