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

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.

Heap CRM / Torch Project Management Integration

Saturday, August 30th, 2008

You can now create Torch projects (and users) directly from Heap CRM. Or, associate an existing project to Heap.

First, fill out your information under the users tab.

Now, under any lead, opportunity, customer or archive you can add a project. Heap will automatically create "external users" (and grant access to the project) for both the primary contact and any related people.

Now you can easily see what projects are related to a particular lead, opportunity, customer or archive.

The View from Many Dashboards

Thursday, August 14th, 2008

Torch Project Management has been enhanced with a new dashboard system. You can now view items across all non-archived projects.

Just like the project dashboard, the most recent messages are listed (pinned messages never leave the dashboard) in reverse chronological order. Uncompleted events without a due date are listed first, followed by uncompleted events in chronological order.

Use the toggle in the corner to switch to viewing only those items that are pinned.

You can also subscribe to pinned messages and events with the "Complete Pinned Messages RSS" and "Complete Pinned Events iCal."

Torch Project Management: Best Practices #1

Friday, June 20th, 2008

So, here's a few tips on how to use Torch better:

1) Use Pins

Pin's are a way to mark an event or task as something special for you. When you pin something, you are only pinning it for yourself (though other users can pin the same item).

I use them to mark tasks that are my responsibility. Then on the dashboard I can toggle between uncompleted items and uncompleted items that I need to do.

2) Categorize Everything

Messages, events and Google Docs can all be placed in categories. They can also be created without a category, but try to place every item in a category. This may seem pointless early on, but it is immensely useful once the project is of any size and you are trying to find something.

For instance. If I'm trying to find a bit of text, I can search for it limiting to just search a particular category (by typing something like "search phrase category: category name"). This will produce a much shorter search result.

3) Archive Old Projects

By archiving old projects, you not only get them out of the way, but you lower their priority. So when you CC or forward e-mail into Torch it assigns it to an active project. This is particularly important if you have multiple projects with the same name or multiple projects with the same external users.

Torch Permissions Explained

Friday, June 20th, 2008

In Torch there are two different types of users: external and internal. Internal users are for people in your company. External users are for everyone else.

Internal users have access to everything. They can create bids, invoices, projects, etc. And they automatically have access to all projects.

External users, by contrast, only have access to read bids and invoices and only when they are out of the draft stage. They also only have access to a project when you specifically grant them access. They have no access to the time tracking section.

How to grant an External User Access:

Under the project that you want to grant them access to, go to the "Project" tab and select "Project Access."

Simply checking the box next to their name will grant them access to the project.

Also, when you send an external user a bid or invoice over e-mail, it automatically grants them access to the project that the bid or invoice is in.

Torch Project Management

Monday, June 16th, 2008

Torch Project Management is now available. Take a look here:

http://torch.wbpsystems.com

Torch isn't just a tool to help you collaborate on projects, it's also a tool for bidding and invoicing those projects. Give it a try, it's free until September.

Preview: Torch Project Management

Sunday, October 21st, 2007

We're pleased to announce our latest product, Torch, is nearing completion. Within just a few weeks, you will be able to bid, manage and invoice your projects in a simple, seamless process.

What is it:

Torch is an application to fix a "work-flow" problem. Professionals of all kinds bid, work on, then bill their work. This is such a common scenario you would think it would be a "fluid" process, but it's not. Torch fixes that.

Torch accomplishes four tasks that would be traditionally completed by independent applications:

  1. Bidding
  2. Project Management
  3. Time Tracking
  4. Invoicing

But theses aren't independent components. Each part of the process flows into the next. Items on a bid turn into tasks in a project. Time you spend on tasks turn into items on the invoice. In other words, you never reenter information.

Key Features:

  1. Calculate bids and send them to potential clients
  2. Track project progress and collaborate with messages (including e-mails), files, events and tasks.
  3. Track time and associate it with events and tasks
  4. Bill your clients

How much will it cost:

$9 for the first internal user, $5 for each additional internal user. External users (your clients, suppliers, etc.) are free.

Just like Heap CRM, you are not limited in any other way. Invoices, bids, projects and files are all unlimited.

I want to know more:

Stay tuned to this blog. Over the next few weeks we'll show you in detail what Torch is all about. If you would like, you can sign-up to be emailed when Torch is released (as always, we will not sell, rent or otherwise abuse your e-mail address).