Support for Panic’s Status Board in Heap CRM

Thursday, April 11th, 2013

Yesterday, Panic released Status Board, an app for the iPad to show exactly the status of everything you're involved with. Of course, the plethora of RSS and iCalendar/vCalendar feeds in Heap CRM work out of the box, but it also allows us to extend the places you can see pipeline reports:

Report

Now, this link respects the users, category and label setting you have specified (continuing the idea that in Heap you always export what you are looking at). This means you can have a pipeline graph at any degree of filtering you want.

Here is how the pipeline looks in status board. Below the pipeline you see a budget report from Torch.

statusboard

Status board is a nice addition to our existing notification systems through iCal and RSS feeds, browser extensions and webhooks.

Support for Panic’s Status Board in Torch Project Management

Thursday, April 11th, 2013

Yesterday, Panic released Status Board, an app for the iPad to show exactly the status of everything you're involved with. Of course, the plethora of RSS and iCalendar/vCalendar feeds in Torch work out of the box, but I thought we could do custom feeds in a few areas:

My Pinned ToDos

Dashboard

Torch has a notion that events can occur on a particular day, or just have to be done at some point. While all of this is included in our feeds, some calendar apps don't support the TODO variety. For this reason a custom status board for your pinned events have been created.

Budgets

Budget

Much more importantly, you can now get status board updates on your active projects' budgets. Just like the Google Docs, Google Visualizations and CSVs, you can select to get this status information at any drill-down level.

Edit, April 12th:

tasks

Additionally, by popular request, you can now have charts of the complete vs incomplete tasks, by person, project or category. Just like the budgets this info can be grabbed at any drill-down level.

Here is a couple of example graphs showing task completion status of employees as well as by project:

Dashboard_1

Here, we see the person has selected to track a specific projects tasks (Website Design) instead of a summary of all projects:

Dashboard_Drilldown

Status board is a nice addition to our existing notification systems through iCal and RSS feeds, browser extensions and webhooks.