We are pleased to announce an update to Workbooks this weekend.
PLEASE NOTE: The Workbooks service will be intermittently unavailable between 06:00 and 10:00 UK time on Saturday 22nd June 2024. If you log in on Saturday morning, you may see a message informing you that your database is being upgraded. Your database should be available for use within approximately 1 hour of receiving the message.
Workbooks are still working hard to enhance the new Projects module and create a new Theme, so there is not as much for you to see in this release, but importantly it does include:
- Report Snapshots;
- Some changes to Projects to support the upcoming features;
- A new way to see the state of the Activities related to your Opportunities.
Report Snapshots
In January, Workbooks started running a Beta program for a new Report Snapshot feature. This is now being released fully.
Report Snapshots allow you to copy data from reports into Custom Records, expanding the possibilities for further reports you can build, like:
- Overviews of how your pipeline has changed over time, for trend analysis and better forecasting;
- Pulling all your marketing engagement analysis reports together, to get a full picture of what is and isn’t working;
- Tracking the value of your customers over time and therefore visibility of your customer growth and churn.
Projects
We are continuing to build out new functionality for our Projects module. From now on, we will be splitting our Projects functionality into ‘simple’ and ‘advanced’ modules. The ‘simple’ Projects remain available in our Pro licences, and in this Release you’ll see the following changes:
- Project Tasks will become their own record type, rather than being a sub-type of Tasks. They still show up in your Activities lists but will be reported on separately to Tasks from now on. This also means they can have their own set of custom fields and form layouts. New fields on Project records for Project ‘Type’ and ‘Image’.
- A ‘Team’ tab where you can manage the Members of the Project and their Role. NOTE: for all existing Projects, we will add the Team Members for you from the Assignees of that Project’s Tasks. The owner of the Project will be made the ‘Project Manager’ whilst the others will be added as ‘Participants’. Participants don’t have full access to the Project, so you may want to amend the Role of the Member or amend the Participant Role’s Permissions. To do so, go to the Team tab, click ‘Manage Roles’ and select the ‘Participant’ Role.
- A new ‘Progress’ overview on the Main tab of the Project that shows the progress of your Project Tasks.
Opportunity Activity Status
With the new ‘My Activities’ View on your Springboards, and the ability to add the ‘My Opportunities’ View to your Springboard too, you need a way of bringing the two together and highlighting any Opportunities that are missing an Activity.
Workbooks have added ‘Next Activity State’ and ‘Next Activity Scheduled’ fields to Opportunities, which can be included in any view like the Kanban below, to flag up those that are missing an action.
Exporting to Excel
When exporting to excel, files will now use the .xlsx extension, meaning you no longer get an incompatibility message, and files can be opened on phones.
Workbooks have also added 2 new Preferences, in the ‘Desktop Behaviour’ section, to control whether you want the additional columns for the ‘Amount’ and ‘Currency Code’ of currency fields to be included in your exports. By default, these columns will still be included in CSV exports, but not included in Excel exports.
Comments