1. Billable Targets Hit
Through full adoption of the Teamwork platform, we were able to improve upon and ultimately meet our billable targets by the end of Q3.
Better usage of the platform and a focus on “Teamwork first” trainings for new employees led to better tracking of our team’s work.
Managers were able to more accurately assess their team’s logs and adjust behaviors as needed.
2. Forms Usage
Our team has leveraged Teamwork forms to create seamless automation across crucial business functions.
Internally, we have used forms to create tasks for repetitive work and processes - significantly enhancing overall efficiency and productivity.
We have used forms externally with select customers to enable them to provide information to initiate work when they do not have a dedicated team to communicate with.
3. Shareable Filtered Views
Being able to share filtered views has cut down on the confusion between team members when evaluating time logs, tasks, etc.
We have created custom views for “Hygiene Checks” to allow managers to review their team’s work and adjust any incorrect logs. Review collected by and hosted on G2.com.
1. Scheduler Load Times - Data can take a long time to load (such as the logged time percentage) and refreshes / changes when scrolling through the list. This disrupts visibility and makes the use of the tool quite limited with “in the moment” assessments.
2.Bulk Editing Limitations - Bulk Editing is only available in (or has limited functionality) in some views. When editing large groups of tasks, you are forced to load all tasks on the screen first (scrolling to the bottom and clicking Load More) before being able to bulk edit them.
3.Company Holidays - Each year, one member on the team manually adds company holidays as Unavailable Time for all users. Any new users after that must add the dates themselves. We expect the ability to set certain dates as automatically unavailable for all users. Review collected by and hosted on G2.com.
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