As you know we are planning significant changes with the new Tasks application. This week we are releasing two new features in the Tasks application of GroupCamp Project which are Start Dates and task progress with Percentage Completion. Those 2 features are available as from the PLUS plan of GroupCamp Project and can be enabled or disabled in the Tasks Application Settings.
This post is meant to answer regular requests we have from our clients about what are the some of the best practice they should know about when using GroupCamp Project to collaborate with clients. Over the last months we have built many features which makes customer collaboration even easier for our clients. This post presents the 10 best practices which have proved to be key in building successful customer projects. Please note that the basic features for client collaboration video can be found in the video at the end of this post taken from the GroupCamp Webinar series and available in the GroupCamp Youtube Channel
I - Invite your clients into projects as guests and customize application settings
As described in our FAQ, there is a key difference in GroupCamp between Users and Guests. By adding your clients as Guests you can easily control what they can or cannot do in the project settings. You might decide that clients should not be allowed to complete tasks or delete files. This can be achieved in Application Settings.
2 - Plan your teamwork so your team is synced on the key deadlines
There is no client project without key milestones. By using the Milestones app and linking them to task lists, your client can see the key steps (and the updates) in the milestones graphic view. The same of course applies to the cross-project view if your client has been invited in multiple on-going projects within your account. By putting themselves as owners of all milestones of a given project, managers will receive weekly email digests of all tasks related to the milestones of the client project.
3 - Don’t start from scratch every time, build a client project template for Files and Tasks
Client projects often follow the same business process. Automation is therefore key to make sure your team can be as productive as possible. By defining a client template project (create a project and call it ‘Client Project template’) you can import files from the template project using tags and you can import task lists the same way.
The GroupCamp team is happy to announce that we have gone one step further for our Gmail and Google Apps users in our integration with Google Docs. As you know, up till now, GroupCamp Project has two main Google Docs integration features which are:1) the ability for users to create a Google Docs file from GroupCamp which is readily shared with all members of a Google Apps domain (for Google Apps accounts) and 2) the ability to link to an existing Google Docs Files from your online projects.
We have now worked on giving you a view of the actual revisions of your various Google Docs file in your Google/Gmail or Google Apps account. And because the magic never stops, you can also decide for a particular revision of a file, in which format you want to import the file into your project. This allows you to easily convert a Google Docs file into PDF or Microsoft Excel, Word or Powerpoint format. We have also implemented for your Google Docs documents, the ability to convert them into .odt or .ods (OpenDocument format) files.
Google Docs revision management information within your projects
In the Files application of your project, you can link to a Google Docs file if your GroupCamp account is linked to either a Gmail or Google Docs Account or if it is installed in your Google Apps domain. To link to a Gmail account, add your Google Account in the ‘My Settings’ section. If you want to install GroupCamp in your Google Apps domain, first go to the Google Apps Marketplace.
We are happy to announce that the new Gmail contextual gadget for Google Apps from GroupCamp is out. The latest version will allow you to add follow-up tasks on emails with the following add-ons:
- your email body will keep its formatting
- the email and all its attached files will be linked to the task
GroupCamp’s new Gmail contextual gadget for Google Apps accounts is out. This latest version of the Gmail gadget allows you to easily share an email within your project or archive the content of the email without leaving your Gmail interface.
For GroupCamp users not using Gmail for Google Apps please note that you can still forward emails to an email dropbox address for your project.
As shown in the image below, you now have a new ‘Save email’ button in the Gmail contextual gadget.
To save an email in one of your online projects, click on the Save email button.
Online project management with Gmail, Google Drive, Google Contacts & Google Calendar for all Gmail users
One week after announcing our full integration with Google Apps, we are pleased to announce that GroupCamp Project users can also sync their GroupCamp account with their regular Gmail or Google Account. (Google Account: firstname.lastname@example.org). Synchronization will allow users to update their Google Calendar with their assigned tasks and milestones. The new release also allows Gmail users to browse their Gmail or Google contacts in the Guests application in the Admin section.
How to set up the Google Account sync.
As always to sync your personal account go to your personal settings page under the My Details as shown above. Under the Google tab click on ‘Add/Revoke an authorisation’ then grant access to GroupCamp for your Gmail/Google account.
By clicking on ‘Grant Access’ you will allow GroupCamp to update your Calendar and access your contacts. Please note that you can revoke this authorisation at any time. You can also choose to add up to 5 additional Gmail accounts.
We are happy to announce that GroupCamp is now integrated with Google Contacts for accounts installed from the Google Apps Marketplace.
If you have a GroupCamp account attached to your Google Apps domain, you can now browse all your contacts to add users to your GroupCamp account. Please note that an administrator of your Google Apps domain must first grant access by GroupCamp to Google Contacts data. This is done in the Google Apps administrator control panel.
The rest is straightforward. For instance in the new Guests application in the administrator section use the ‘New guests from your Google Apps contacts’ link to add users from your list of Google contacts.