wbTeamPro Feature Request & Bug Tracker - Issues

0011033: Apply custom value to actions when invoicing

Tue, 08 Feb 2022 00:49:55 -0500

It would be great to have the option to add an alternative price for an action when creating an invoice. A third column that would initially populate the total but you can override the value to increase or discount the service. Even better, if this extra charge value could be noted somewhere as a profit.

Example: A set of drawings are being drawn and the timer function used for the action. I stop the timer when I've completed the job. But I have completed the job in time under what I quoted the customer. If I could select all the actions (time entries) choose Invoice Rows and then override the value I charge for that action (time block). The column could be called 'Sale/Tax'. This Sale column would be the value visible on the invoice and the sub-total would reflect.
On the dashboard of the project there could be a a profit value showing how much in front or behind this job was.

Not only does this help with charging the client custom amounts it also indicates performance.

0010890: Improve Dashboard UI

Tue, 08 Feb 2022 00:21:56 -0500

It would be great if we could have a better view on our Dashboard so we can see more data with less wasted space. In my experience and opinion, each task on the dashboard takes up 3 lines which is a lot of viewing real estate. I'd love to see the grouping of a project first, then task list, then task. We have just moved from another provider to wbTeamPro and I have attached what I guess we are used to, but you got to admit it is very easy to see more using the same viewing area. I have attached a couple of screenshots to show you what I mean, thanks.

0010268: Tree structure for tasks

Thu, 29 Apr 2021 11:06:54 -0500

Hi,
Currently not possible to control the history of each task
(maybe to select "simple task" or "Tree view" tasks per milestone or per project)
And to know exactly what happened with the task the idea is to add Tree structure and task manager and clients can add "comments" for the task (with edit / remove only with permissions) and this will be the update for the task
I add also some attachment for example.

Yours sincerely,
Star Network.

0010151: Add Custom Fields to Project or Action

Thu, 29 Apr 2021 11:06:37 -0500

I would enjoy having custom fields on a project page. Sometimes we need to add extra details regarding the projects which would be nice to configure custom fields for projects.

Examples would be:
- Project URL
- Project Rate
etc.

Thanks

0010900: Ability to set Time for Action Start / End

Thu, 29 Apr 2021 11:05:35 -0500

Currently actions start / end on a date with no time. I would like to be able to specify the time as well.

0000003: Daily Task Summary Email

Thu, 29 Apr 2021 11:04:11 -0500

Zoho offers the option of a daily task email reminder; this is great for starting the day and seeing what you really ought to be doing. You can set the time of day. See sample below.

0010986: Multiple Action Paste

Thu, 29 Apr 2021 11:03:35 -0500

Create a UI for pasting a numbered list - do we go as far as importing an outline?

0011031: Report total ticket time on timer dialog

Thu, 01 Apr 2021 10:24:44 -0500

When viewing a ticket it would be nice to see the total time elapsed on the timer dialog. Currently you have to go to the projects tab and tally the values.

0011032: Ability to hide "Specify Duration" & "Save as Complete"

Thu, 25 Mar 2021 12:15:11 -0500

Would like the ability to hide the "Specify Duration" & "Save as Complete" from the timelog dialog for non-permitted users.

0011007: Automatically Assign new Tickets to Projects

Mon, 18 May 2020 09:58:08 -0500

No idea how this would work, but it would be great if new tickets could be more easily assigned to a project.

- Maybe just improve the current project tab behavior so the relationship can be created more quickly.
- Maybe client / department relationships can be made to projects, and then a default "Ticket" milestone can receive new actions linked to the ticket when opened.

0011019: Apply / Edit Next behavior

Sat, 09 Mar 2019 00:43:29 -0500

When editing an action it would be nice to have a quick way to save and open the next item in sequence for editing.

0011030: Bubble up duration and time

Tue, 05 Feb 2019 15:39:29 -0500

Currently we can assign duration but that information is only used in a small graph that is not helpful.

Ideally the budget hours for each action which roll up and calculate a project level budget. Then as hours are booked to each action the percentage complete for that action and overall project would increase - show a bar graph like now showing the percentage complete but based on hours booked and budget. If it goes over budget show the percentage and make it red.

0011029: Advanced Project Search/Filtering Search

Fri, 18 Jan 2019 11:36:11 -0500

1. Add search syntax like "" for literal strings, - for exclusion.
2. Search/Filter parameter Bookmarking/Favorites
3. Cookie that stores Search/Filter parameters for a list view
4. Filter by Client Group

0011028: Add status indicator next to client/service in project list

Fri, 18 Jan 2019 11:12:57 -0500

Add some indicator next to the client/product column values to indicate the status of those items.

0011027: Add Custom Client Rate for Manual Billing

Fri, 21 Dec 2018 10:57:00 -0500

Include a custom field on the client's profile for a custom rate that would be used for manual and automated billing of time logs.

0011021: Merge invoices when multiple projects automatically invoice on the same day

Mon, 26 Nov 2018 13:39:10 -0500

Add the option or make it the default behavior to merge all project billings that occur during a cron job for a client into a single invoice. Currently if a client has multiple projects, and the projects are set to invoice on the same cycle, the client will receive multiple invoices.

0011020: Notification on project exeeding Estimate / Duration

Wed, 17 Oct 2018 11:11:04 -0500

Notify the client and/or admin when project time exceeds duration, or when cost exceeds estimates.

0011018: Add ability to update Client only on Action Status Change

Wed, 04 Apr 2018 22:39:13 -0500

I have many developers that update the system regularly through the percentage change for individual actions. I do not want to bombard clients everytime an action gets a percentage increase.

I have the system set to make actions status complete once the children/itself is set to 100% and I want to update clients only then.

Thanks
Julius

0011017: send email notification manually

Sat, 31 Mar 2018 09:20:44 -0500

It would be perfect to be able to send a notification of the status of the action or project manually.

0011016: if I set an action as hidden the email notification starts the same

Sat, 31 Mar 2018 09:18:09 -0500

It would be nice if e-mail notifications started only for actions set as visible to the customer

0011015: Expanding Client Side functionality

Wed, 21 Mar 2018 16:15:06 -0500

Make it so contractors are sandboxed to the client side. Expand functionality so that contractors can login to client account and manage permitted project assets for multiple other clients.

0011014: Implement Resources & Resource Filter

Wed, 21 Mar 2018 16:11:47 -0500

Implement Human/Equipment resources and filtering in task/gantt views

0011013: Gantt Zoom

Wed, 21 Mar 2018 16:10:59 -0500

Add ability to zoom in/out when viewing the gantt

0011012: Add save button when add new action

Wed, 21 Feb 2018 07:32:53 -0500

"Save and new" is great but is missing simple "Save" button that close the window after click it.

Thanks regards
Vincenzo Barilà

0011011: Give the opportunity to show project timelogs in the customer area

Wed, 21 Feb 2018 07:27:16 -0500

give the opportunity to show project timelogs in the customer area

Give the opportunity to show project timelogs in the customer area.

With option to authorize or deny the visibility from the general settings and, if possible, also from every single project or action.

It is very important to have the opportunity to show the customer how much time is dedicated to the individual phases of the project.

Thanks regards
Vincenzo Barilà