Perhaps the most visible change in last week’s Táve 2.8.0 release, and even more so with yesterday’s release of 2.8.1, is the completely revamped Deliverables section of the job viewer.

Prior to this release, we showed all tasks for a deliverable in two places in the job viewer; collapsed under each deliverable and also in the general task list. The idea behind it was you’d want to see all of your tasks for a job in one place and yet be able to dig into the individual progress of a deliverable. In reality, it meant that the task list would often get too cluttered to be usable and downright confusing if the same task was created for different items.

Here’s an example of the Tasks and Deliverables sections prior to 2.8.0, courtesy of Karen Lisa:

Now with 2.8, your general task list for a job is limited to tasks you create manually and tasks created when non-deliverable products are ordered.

Here’s a look at at the same deliverables and tasks above in 2.8.1 (Karen has delivered some of the items since the screenshot above was taken):

You’ll notice that we now group the deliverables by order and include a handy progress meter. In this case, Karen has 3 orders with deliverables booked for this job.

To make it easier to see what tasks are coming up next for an order, we show the next task for each deliverable even when collapsed.  Click on the deliverable name and it expands to show all tasks and even the item configuration:

The “next task” is based on the task order, so you can always drag and drop the tasks into a new order by grabbing the dotted grips on the left side of the tasks (any time you see those dotted grips in Táve it means you can drag the item using it).

5 replies
  1. Karen Lisa
    Karen Lisa says:

    I absolutely love the changes made with 2.8.1!

    I really like having my tasks organized by Deliverables. I actually use the Deliverables section for things that aren’t truly Deliverables because I’ve always liked how they were sorted out (I rarely ever used the “Tasks” module other than adding those additional manually-added tasks,). This new change makes things much more helpful to me – so now I can see my Deliverables sorted together and have non-deliverable tasks only in the Tasks section. I’m off to update my products! 😉

  2. Paul Hazon
    Paul Hazon says:

    Very, very nice! I found this by accident before the blog post came out and was pleasantly surprised! The way it shows the next task for each deliverable and then immediately shows the next one when you check it off is brilliant!

    Keep up the great work! With Tave, it’s easier to keep up mine!

    • Adrian Ziemkowski
      Adrian Ziemkowski says:

      Depends on what you mean.

      If you’re changing a product’s configuration after you add it to a quote, then no you wouldn’t see that because the quote basically stores a copy of the product so that your client always sees exactly what you saw when you created the quote.

      If you already had deliverables and work to create when ordered for the product, then yes it’s retroactive as it is just a change in how we display and organize the deliverables and tasks. If that’s the case and you’re not seeing what you expect, then, please file a helpdesk ticket with the URL and what you’re expecting to see so we can investigate it.

  3. Kelly
    Kelly says:

    This new task lisk management is exactly (!!) exactly what I need. However, now I feel like my product section isn’t how it should be because of this new task list upgrade. I’m kinda confused as to how I should ideally, like the screen captures, set up my deliverables and products to make an easy to use task list. I even ready the workflow tips and tricks. I need to see more screen shots of maybe the product pages or maybe a video tutorial?? Right now I’m using Remember the Milk to keep my tasks together because I felt confused/gave up with Tave’s tasks.

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