Posts

Introducing Workflow Progress Reports

Most of the past month has been spent polishing up Táve 4 while improving our tutorials and documentation, including our new Webinar series (our next webinar is tonight!). As we continue that process, we’re pleased to announce an exciting new feature that makes it easier than ever to get a birds-eye view of where your jobs and deliverables stand:

Workflow Task Progression ReportWorkflow Progress by Task

As you can see from the example report above, your jobs move through their workflow in a “waterfall” fashion, starting at the top left and slowly working towards the bottom right. All of the tasks you create in your workflow are listed in these new reports. Hovering your mouse over each block shows a tooltip with additional details about the task, including it’s due date.

We have another version of this report that lists all of your open deliverables, grouped by their workflow:

Deliverable Task ProgressionDeliverable Progress by Task

Another great way to use the deliverable progress report is if you have a seasonal product with tight deadlines, such as holiday cards or graduation photos, so you can easily group them together in one simple report and track the status of each and every one.

If you’re wondering what the colors on the left mean, that’s the event type color of the primary session on the job, as Táve 4 now lets you color code every type of event.

Stay tuned, as we have more great features on the way, and have a happy holiday season!

 

Primary Session Relative Workflow

Hot on the heels of releasing new contact importers and a new release notes page this past weekend, I’m proud to announce the immediate availability of one of our most requested features from T2. This was completed some time ago as part of Adrian’s large “workflow rework” project, but since that project is still ongoing, we thought it would be worth the time to stop and extract it so that you wouldn’t need to wait any longer to start using it.

Scheduling Work around the Primary Session

You might have noticed the Primary Session concept we released a couple weeks ago. The session marked as the Primary Session is special as any changes to the session’s start date will change the job date. Likewise, the job profile contains a few fields that let you easily change the primary session without having to pull up the full event editor.

With today’s release, you can now set tasks and events to be due before or after the primary session. Even better, and something that was missing in T2, these tasks and events will be updated if you later change the date of the primary session.

Here’s a quick example I put together to illustrate what this could look like:

As you can see, the tasks immediately before and after the Processing milestone are all based on the primary session date.

Thank you for your continued support and we appreciate all the feedback.