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:

Limited Internal Users in Torch

Sunday, January 31st, 2010

There is new type of user in Torch Project Management: Limited Internal User. These users are intended for temporary workers in your company. Unlike internal users, they only have access to projects you assign them to.

Like standard internal users, they can enter time and expenses and a standard/admin internal user can import that information onto an invoice. However, limited internal users can't export time and expenses and they can't create bids, invoices or see budgets.

When you are creating/editing an internal user, you will now see this drop down:

Arbitrarily Bid and Invoice Addressing

Wednesday, January 27th, 2010

You can now address bids and invoices to people who are not users. While we believe that the best way to keep you client involved is to give them an external users account (which is free), some customers have circumstances where providing the client access is impractical. Now you can just manually enter the customers address: