Torch Project Management’s New Google Drive / Docs Page and Other Interface Improvements

Sunday, June 17th, 2012

The Google Drive / Docs section in Torch has received a facelift to make it both easier to use and faster to access the content on your Google Drive.

Adding Documents:

Just start to type the name of a document in the search box on the right. As you type, the search results will update in the drop-down. You might also notice that collections (also called folders in Google Drive) appear below the item colored in red.

Any document you add will automatically have its permission adjusted to match the project.

Uploading Documents:

If you want to upload a document to Google Drive, just drag the file(s) to the document list area. Any document you add will automatically have its permission adjusted to match the project. Additionally, they will automatically be organized (using the project name) within your Google Drive.

Please note: This feature requires a bleeding edge HTML5 API which is only currently supported by Chrome 12+ and Firefox 5+. Safari will add support soon in an upcoming update. IE will add support in version 10.

Users and User Access:

When a Torch account had a large number of external users, it sometimes become difficult to assign the right person to a project or find the right person under the users tab.

Now under the project access page, you simply search for the person or company:

Under the external users page, you can filter the list by typing in the person's name, company, phone, etc. into the "Filter List" box:

Additionally, it is now more convent than ever to create users. No longer do you have to specify a password, just leave it blank and a random password will be generated instead:

Finally, sometimes people want to create a user but not send the credentials to the new participant. This can happen when you want people's emails to automatically import into the project, but you really don't expect them to sign in to Torch. That's now possible:

Bids / Invoices:

One last thing, some users found it confusing to send bids and invoices through the comments system. While you can still send bids and invoices in this way, there is now a simple one click way to send the item over e-mail:

Print your Invoices/Bids to the Cloud with Google Cloud Print (Torch Project Management)

Saturday, December 17th, 2011

Google has a fantastic product called Google Cloud Print, where you can print from anywhere from any device to any printer you own (assuming you have it registered with the service). You can now print Torch Invoices or Bids to Google Cloud Print.

Click the "Google Cloud Print" button under "Export":

Select your printer:

Changes to Torch Project Management as a Result of the Survey

Thursday, September 3rd, 2009

There are two new features as a result of the survey:

  • Import sections from bids and invoices
  • Remove the comment box on invoices and bids when printing

The import feature allows you to duplicate any invoice or bid in an active project (making it basically a template). You can find this feature here:

Import Invoices - Bids

The second feature was pretty minor, but a large number of people requested it: Hiding the comment box when printing invoices and bids. The box will still appear when you viewing on screen but will disappear when print.

Small Enhancements to Torch Project Management

Friday, July 10th, 2009

Project Search:

When you are searching within Torch you can now search for projects. You can search for either part of a project name or part of a category name. This is really handy if you have a large number of projects:

Project Search

Add External User from Bid and Invoice Page:

You can now add a new external user directly from the bid or invoice page. When selecting who you wish to e-mail with a comment there is a new item titled "-- New User --".

Comment Box

You are then presented with a window to enter the users name then e-mail:

Add User

Export Bids and Invoices to Google Docs in Torch

Thursday, June 4th, 2009

You can now export bids and invoices from Torch Project Management to Google Docs. From any invoice or bid look for the Google Docs option on the right:

creativearc-invoice-edit-an-invoice-annotated

This will result in a document that looks similar to this:

1001-google-docs

Note: You may be noticing that the style doesn't match your custom CSS. This is because Google Docs doesn't support CSS included in uploaded files.

New Torch Dashboard

Saturday, January 24th, 2009

Torch Dashboard

Now all of the features of the four individual dashboards are in one. Each section can be expanded or collapsed and Torch will remember which is opened and closed when you come back.

You can also view all items across all active projects (that you have access to) or just view pinned items (again, Torch will remember these settings).

Torch’s Financial Dashboards

Monday, September 8th, 2008

Torch now features two sections under the dashboard tab, both to help you keep track of the financial aspects of Torch.

The "Financials" section allows you to see all the open bids, invoices and their comments. The "All Financials" section allows you to see all open bids and invoices across all unachieved projects.

You can also subscribe to this info with RSS, so you can be informed even when you aren't in Torch.