My Open Projects (New Options)

We pushed a little update to the My Open Projects page last week. Prior to the update this screen would show a list of projects that you owned (for admins) or were assigned to (for non-admins). That worked pretty well, but we didn’t love the inconsistency and we heard from many admins that they would prefer to see the list of projects they were assigned to instead.

So here’s what we came up with. When an admin user now visits the My Open Projects screen there is a new select menu at the top that lets you switch between projects you own, projects you’re assigned to, or all open projects. Whatever option you prefer will become your default view each time you return to the page…and of course you can still filter the list by client.

Remember that all the sub-pages of the Projects tab default to the last view you selected before you left the projects section. So if you haven’t checked out the My Open Projects page in awhile you may want to take another look.

Enjoy!

Advanced Basecamp Integration in Tick

We’ve been working pretty hard on advancing the Basecamp integration within Tick, and last week we rolled out a big update. We’re happy to announce that you can now import projects, people and Basecamp time entries directly into Tick.

This update officially knocks the top couple items off our feature request list. We worked pretty closely with a couple of customers to make sure we had this right before the bona fide launch…so once again our hats tip to those who offered their time and feedback.

Take a look at the video below, to see Tick and Basecamp in action.

Locking Time Entries

Tick now includes the ability to lock and unlock time entries. We hope you find many uses for this new functionality, but a couple stand out for sure.

Let’s talk about billing first
When you run a report within Tick with the intention of creating an invoice, you’ll want to make sure you only include time entries that haven’t been billed yet. Typically you can just filter by date, but what if someone went back and entered more time after you sent that last invoice? This is where locking can help.

You can now run a report (filtering as much as necessary) and when you have the data you need (exported, printed, sent to FreshBooks, etc.) you can lock those entries. The link is on the bottom left side of the reports screen…

Locking entries does a couple of things. First of all you can filter reports based on the locked or unlocked status. Beyond that, locked entries can no longer be edited or deleted. Which is a nice segway into another great way to use this feature.

Time approvals and working with contractors
Depending on your business set up, you may need to “approve” time entires or prevent people from making changes to entries after a certain time. The locked feature can help here as well. For example: If a contractor is working on a project and you bill that time to a client (and/or pay the contractor), locking those time entries will ensure your records cannot be edited or deleted. A very good thing indeed.

So there it is. We hope you like it and if you have any feedback don’t hesitate to let us know.

A Better Print View

Tick now includes a really nice print view, accesible from the reports section. This update was highly requested and customer driven. Thanks to all of you who helped us get this right.

* It also makes a nice little report (save as PDF) for clients that require all the details…

Reporting: New Date Range Preset

We just pushed a small little update to the reporting section of Tick. The date range presets now include an option to select “All Dates.” Should be handy when you’re looking for big trends over the life of your subscription.

Hope this helps.