Archive for October, 2009
In Torch Project Management you can move events and tasks from message to message just by dragging them. It doesn't matter what message list view you are in:
After the drop, the event appears connected to the message:
You can also drag events from the event/task drawer:
If you wish to copy events and tasks by dragging and dropping, just hold down the shift key.
Recently it become clear that a lot of our Heap CRM customers spend a lot of time organizing their messages. There is now a faster way to do that from any message list:
Now directly from the list you can change the category and association:
Many of our customers have said that they wanted faster access to events and tasks in Torch Project Management. Now you have access to your pinned events throughout the entire project tab (regardless of the sub function). First expand the drawer:
Then you will see your events and tasks:
You can now monitor Torch Project Management budgets under the Dashboard tab:
Budgets for categories and projects are automatically populated if you created your categories from an accepted bid. However, you can edit any budget (either for a category or the project) at any time.
The amount used is calculated by taking the sum invoiced time, sum of the expenses, and estimating the uninvoiced time by multiplying the hours by the default hourly rate of the user.
There is also a Google Visualization API Data feed of this information (so you can embed it into any supported container, such as iGoogle).