Firefox Extensions for Torch Project Management

Thursday, September 29th, 2011

Using Firefox extensions you can access Torch Project Management information without opening the web interface.

My Tasks in Torch (Updated):

Using the "My Tasks in Torch" Firefox Extension, users of Torch Project Management can view (and be notified of upcoming) events and add task and event entries without having to open the Torch Project Management web interface.

Install >

Time in Torch (New):

Using the "Time in Torch" Firefox Extension, users of Torch Project Management can view and add time entries without having to open the Torch Project Management web interface.

Install >

Expenses in Torch (New):

Using the "Expenses in Torch" Firefox Extension, users of Torch Project Management can view and add expense entries without having to open the Torch Project Management web interface.

Install >

Who's this for:

Firefox users that want to add Torch functionality to their browser

Who's this not for:

Chrome users. The chrome extensions has (and will continue to have) more features.

Password note:

These extensions use your existing saved password from within Firefox to log into Torch Project Management. If you do not have your password saved, the extension will ask you to save it the next time you log into Torch Project Management. Please note: This is Firefox's saved password feature, this is not the same as checking the box for Torch to remember your log in. To save a password to Firefox, you should use this dialog box:

My Events in Heap CRM for FireFox (Updated)

Thursday, September 29th, 2011

Using the "My Events in Heap CRM" Firefox Extension, users of Heap CRM can view (and be notified of) events and add event entries without having to open the Heap CRM web interface.

The extension works offline and periodically syncs with the Heap service. This means that the interface is always snappy and it even works on unstable connections.

Who's this for:

Firefox users that want access to upcoming events

Who's this not for:

Chrome users. The chrome extension has (and will continue to have) more features.

Password note:

This extension uses your existing saved password from within Firefox to log into Heap CRM. If you do not have your password saved, the extension will ask you to save it the next time you log into Heap CRM. Please note: This is Firefox's saved password feature, this is not the same as checking the box for Heap to remember your log in. To save a password to Firefox, you should use this dialog box:

Install >

My Events in Heap CRM for Firefox

Sunday, June 26th, 2011

My Events in Heap CRM is a small add-on to alert you of your upcoming calendar events in Heap CRM. Features include: notifications (with sound & notification window) of your upcoming events:

A list of upcoming events accessible from the add-on bar:

The extension works offline and periodically syncs with the Heap service. This means that the interface is always snappy and it even works on unstable connections.

Who's this for:

Firefox users that want to be notified of upcoming events

Who's this not for:

Chrome users. The chrome extension has (and will continue to have) more features.

Password note:

This extension uses your existing saved password from within Firefox to log into Heap CRM. If you do not have your password saved, the extension will ask you to save it the next time you log into Heap CRM. Please note: This is Firefox's saved password feature, this is not the same as checking the box for Heap to remember your log in. To save a password to Firefox, you should use this dialog box:

Install >

Major Feature Release: Automation – Evaluate the Description Box of an Event (Heap CRM)

Wednesday, May 25th, 2011

This is a major upgrade to Heap CRM’s powerful automation tools. Now you can evaluate any set of email commands on any schedule (this works analogously to email templates). Just create an event, fill the commands into the description and select “Execute description box”.

Automation Start

But, you can also include these commands in event templates:

Event Templates

If the event is associated to a prospect, you can use variables (and the commands will apply to that prospect):

You can also import events in CSV format and set the email template to "automate". Or you could import event templates from a CSV and set the email template to field to "automate".

With this combination of tools, you can do just about anything on a schedule.

Become an Automation Ninja >

GTD to CSV

Friday, May 13th, 2011

GTD to CSV is a simple free program that converts GTD style event/task text files to a CSV format that Heap CRM and Torch Project Management can import as events and tasks.

This completes the circle: you can export events/tasks from HeapCL and TorchCL and save them in GTD format, convert them to CSV and import CSVs to Heap and/or Torch.

Import Events/Tasks into Torch Project Management via CSV

Thursday, May 12th, 2011

Torch Project Management now supports importing of events via CSV (import under the calendar tab):

CSV Header

To keep it simple, there is only one required field: title. Just like in the app, the start and end time is parsed directly from the title field (if they exist at all). If the item doesn't have a date, it is considered a task. However, all fields are supported, including pinned.

The import format matches the event CSV export added to TorchCL in March.

Example CSV >

Import Events into Heap CRM via CSV

Wednesday, May 11th, 2011

Heap CRM now supports importing of events via CSV (import under the calendar tab):

events csv

To keep it simple, there is only two required fields: date and title. Just like in the app, the start and end time is parsed directly from the title field. However, all fields are supported, including fields like association that make connections throughout the application.

The import format matches the event CSV export added to HeapCL in March.

Example CSV >

Updates to HeapCL / List Events, Filtering Lists & Save in GTD Format

Wednesday, March 23rd, 2011

To support the new features in the WebHook, HeapCL (Heap CRM's command line interface) has been updated.

Listing Events

First, let’s say I want to list events, I can type:

./heapCL --list="events"

And that would return all uncompleted events that I own or are associated to a prospect where I'm a managing user to my screen. I also could type:

./heapCL --list="events" --save="events.csv"

Which would save those events to a CSV file (in this case named events.csv).

Filtering Lists

Just like the WebHook itself, HeapCL now supports filtering lists. Let’s say I want any event associated to John Doe, I could type:

./heapCL --list="events John Doe"

If I wanted to filter e-mail templates I could type something like:

./heapCL --list="emailtemplates Hello World!" --save="templates.csv"

Which would return email templates where the subject line starts with "Hello World!" and save them to the file "templates.csv".

Saving in GTD Format

When listing events, you now have the option to save in a GTD (Getting Things Done) style format. If I type something like (ie. the key difference being the ".txt" instead of ".csv"):

./heapCL --list="events" --save="events.txt"

HeapCL will save a file similar to the following:

+John_Doe_-_ACME Holiday Follow-up on Feb 1st, 2011
+John_Doe_-_ACME @Tasks My Breakfast Meeting at 08:30 AM to 09:30 AM on Feb 6th, 2011
@Tasks Talk about Client Test on Mar 4th, 2011
...

Where each event is on its own new line, associations specified with a "+" and calendars specified with a "@". This format is commonly used when applying David Allen's Getting Things Done methodology and is compatible with programs like Todo.txt.

Save E-Mail Templates in Plain Text

When listing email templates, you now have the option to save them in plain text instead of CSV. If I type something like (ie. the key difference being the ".txt" instead of ".csv"):

./heapCL --list="emailtemplates" --save="templates.txt"

HeapCL will save all email templates in plain text format.

Updates to LaunchBar and QuickSilver Scripts

Both the LaunchBar and QuickSilver action scripts have been updated to take full advantage of the additional features. So once you update your action scripts, you can filter lists, grab events and save events in GTD format.

LaunchBar Action Script >
QuickSilver Action Script >

Installation and Update

Because of substantial changes to HeapCL, it is recommend for all users to download a new copy. Those of you updating will not have to reconfigure any settings, you will simply have to overwrite your existing installation with the new one.

Download >
More about HeapCL >

Update to Heap CRM WebHook / Listing Events & Filtering Lists

Wednesday, March 23rd, 2011

Heap CRM's WebHook has been updated to support listings events and filtering any list. Let's start with events.

Listing Events

Prior to today, you could get a list of email templates. Now you can also list events.

Specifically, you will get any uncompleted events that you own and any uncompleted events that are associated to a prospect where you are a managing user.

Here is typical JSON response:

[
{
'description': '',
'title': 'Holiday Follow-up',
'location': '',
'key': '425617',
'date': 'Feb 1st, 2011',
},
{
'description': 'See John about WebSite',
'title': 'My Breakfast Meeting at 08:30 AM to 09:30 AM',
'location': 'The Teahouse',
'key': '385722',
'calendar': 'Tasks',
'date': 'Feb 6th, 2011',
'association': 'John Doe - ACME'
}
]

Filtering Lists

You can filter any list by specifying the associated prospect name (events) or subject line (email templates). For instance, if I set the variable "list" to "events John" I get:

[
{
'description': 'See John about WebSite',
'title': 'My Breakfast Meeting at 08:30 AM to 09:30 AM',
'location': 'The Teahouse',
'key': '385722',
'calendar': 'Tasks',
'date': 'Feb 6th, 2011',
'association': 'John Doe - ACME'
}
]

If I set "list" to "emailtemplates Hello Friends!" I get:

[
{
"subject":"Hello Friends!",
"body":"Just wanted to say hi, and let you know we really appreciate your business!"
}
]

WebHook Documentation >

Updates to TorchCL / List Events, Filter by Project & Save in GTD Format

Sunday, March 20th, 2011

To support the new features in the WebHook, TorchCL (Torch Project Management's command line interface) has been updated.

Listing Events

First, let's say I want to list events, I can type:

./torchCL --list="events"

And that would return all uncompleted, pinned events to my screen. I also could type:

./torchCL --list="events" --save="events.csv"

Which would save those events to a CSV file (in this case named events.csv).

Filtering Lists

Just like the WebHook itself, TorchCL now supports filtering lists when using the "all active projects" WebHook url. Let's say I want any invoice in the project WebSite Design, I could type:

./torchCL --list="invoices WebSite Design" --save="invoices.csv"

And have the results saved to the file "invoices.csv". I can also filter events; let's say I want any event in the project "Newsletter". I could type:

./torchCL --list="events Newsletter"

Which would return uncompleted and pinned events in the newsletter project to my screen. Filters can be applied to events, invoices, payments, time and expenses.

Saving in GTD Format

When listing events, you now have the option to save in a GTD (Getting Things Done) style format. If I type something like (ie. the key difference being the ".txt" instead of ".csv"):

./torchCL --list="events" --save="events.txt"

TorchCL will save a file similar to the following:

+WebSite_Design Review Graphics
+WebSite_Design @Graphics Lunch with John at 12:00 PM to 01:00 PM on Mar 26th, 2011

Where each event is on its own line, projects are specified with a "+" and categories are specified with the "@" sign. This format is commonly used when applying David Allen's Getting Things Done methodology and is compatible with programs like Todo.txt.

Updates to LaunchBar and QuickSilver Scripts

Both the LaunchBar and QuickSilver action scripts have been updated to take full advantage of the additional features. So once you update your action scripts, you can filter lists, grab events and save events in GTD format.

LaunchBar Action Script >
QuickSilver Action Script >

Installation and Update

Because of substantial changes to TorchCL, it is recommend for all users to download a new copy. Those of you updating will not have to reconfigure any settings, you will simply have to overwrite your existing installation with the new one.

Download >
More about TorchCL >