Archive for : Feature Highlight

Feature Highlight: No More Back Tracking to Add People to Projects

Have you ever been focused on preparing a new task or discussion and suddenly go to send it off to your teammates realizing that they aren’t added to the project — if you’ve had this experience, you know what I mean! There’s no simple solution…

You’ve got to go through a bunch of frustrating steps…

  1. Copy your task title and description so you don’t lose it by accident
  2. Close the New Task Window
  3. Navigate to the Project overview screen
  4. Click on Manage People in the Project
  5. Find the User and Add them
  6. Go back to start the New Task process over again, copy your title and description…
  7. Attach any files you had added
  8. Then Select that person you didn’t have available in the first place to assign!
  9. If you feel this pain on a regular basis like I do and I know that I’m not the only – today is your lucky day, slipped quietly into ActiveCollab version 4.0.10’s release notes — Enhancement #7 is your answer to prayer.

    I’ve put together a quick video to highlight this feature, for everyone else who starts using AC today for the first time — they will enjoy this without knowing the pain of back tracking — this one’s for all the longtime users following the updates. See the video for more.

    YouTube Preview Image

    Wait… Before Upgrading….

    Just a note, follow our usual recommendations to upgrade in a Staging environment — you are allowed to make a copy of your current setup, that you can use to test on before upgrading your “Production” ActiveCollab environment — this will save you a lot of headaches. Version 4.x brings some important changes that affect your Roles & Permissions as well as Homescreens that you need to be sure fit your needs before upgrading. We are personally waiting to update many of our client’s AC installations until some adjustments and bugfixes are released.

    And with 4.0.10 specifically, please note that these changes to the Assignees area as well as other issues may affect some 3rd party modules — be sure to check with developers before upgrading. We’ll be running tests on all our AC4 compatible modules to be sure these are not affected and will post an update as well.

    Thanks for following! Share your favorite AC4 features in the comments…

Feature Highlight: Quick Bulk Editing a.k.a. CTRL + Click

Bulk editing in activeCollab

Bulk editing in activeCollab

If you’ve used ActiveCollab for long, you’ve had those aha moments where you discover a feature hidden deep in the UI that saves the day or at the very least makes your life a lot easier going forward… but… this is one of those hidden features, you’ll never discover by poking around in the UI… unless you just happen to be addicted to exploring your shortcut keys.

Mimicking some of your common desktop features, the CTRL + CLICK reveals some bulk management features like that hidden power in your favorite video game — an easter egg of sorts — that when you find it, will put a smile on any project manager’s face. Oh you mean I don’t have to change the status on each individual task? I don’t have to move these tasks to a milestone one by one… or… now I can easily correct the mistake a client made by not adding a category to their file uploads.

All this with just a click of a button — and a keyboard shortcut!

Checkout the screenshots below for more handy tips where CTRL + CLICK can unlock clever new features in AC3

Bulk Editing in the Projects list

Projects_list

Bulk Editing in the Tasks List

Task_List

Bulk Editing in the File List

File_List

Looking for a feature you can’t find? Ask us in the comments, who knows… maybe what you need is already hidden just waiting for you! Or we can build a custom solution just for you, I mean… that IS what we do solving workflows in activeCollab! Book a quick chat

Feature Highlight: New Flyout Projects List Filtering

activecollab Flyout Projects Filtering

If you’re like us, you’ve got more than enough projects in your activeCollab and suddenly that helpful flyout list — well, it’s just not so helpful anymore. Why? Because it’s full and overflowing off the bottom of the menu!

Not anymore, the AC team have released a great update in 3.3.13 that adds filtering to the top right of the menu (shown above)

activecollab group projects in menu

And that’s not all, if you go to your main Projects view and select the “Group by” icon — the flyout menu will also fall in line and do the same! This makes the menu incredibly useful, we’re thankful to the AC team for these types of quick wins in productivity.

activeCollab Project Menu Grouping

activeCollab Project Menu Grouping


We hope to see this toggle available on the flyout menu itself in the future, as it took a few mins after hearing about the feature in the release notes, to figure out that you had to change your main project page settings to take advantage of it. But who are we to look a gift horse in the mouth — thanks @activecollab team!