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.

Show Incomplete Tasks in Budgets (in Torch)

Thursday, February 4th, 2010

When you are viewing budgets in Torch Project Management, you now see the number of incomplete tasks next to each item:

On project and categories you see the total number of tasks (bottom half of the screen). However, as you drill down through the people you see tasks that they have pinned (top half of the screen). This allows you to not only see the progress of the project but also detect under/over usage of certain employees.

Faster Access to your Events and Tasks in Torch

Thursday, October 22nd, 2009

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:

Show Expand Task Drawer

Then you will see your events and tasks:

Show pinned items

Very Simple To-Dos in Heap CRM

Sunday, January 27th, 2008

Ever want to create a to-do list within a message? Sure you could use follow-up events, but that's probably an overkill for something like a shopping list. Instead let's use this little trick.

Here's my shopping list:

Costco Shopping List: Copy Paper, Pens, MacBook Air

Ok, one of these I need to draw attention to (with @highlight), because we are completely out and one I already purchased, so I can mark that off (with @done).

Costco Shopping List: Copy Paper, Pens, MacBook Air

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