Q: Hi,
is there a way to make tags persistent with the item/task?
ie include it in the metadata as the task is moved from workshop to a board (s). my use case: I hold a workshop - item is tagged. Item is turned into a task and moved to a board and processed.
Your feedback and use case makes a lot of sense and is consistent with other feedback received.
Therefore I've just added the new feature to our roadmap and we will try to get it done in the coming months, along with other significant new features such as designing an activity template from scratch, the ExcelWay mobile app, and the customized fields in tasks.
Thanks for your feedback, and we're one email away if you need anything: support@excelway.co
Q: Hi,
Is there a way to make a task's checklist items rearrangeable?
Use Case: I have a task, create a checklist, and brainstorm all the steps needed to complete the task. I added 10 steps, after which I realize I forgot a step between 3 and 4.
Thanks for reaching out and for explaining the use case!
I'm afraid that we cannot re-arrange the items' order on the checklist at the moment, so it would need to be done manually. I've just added this feature to our feature request list, which can be found here: https://app.excelway.co/access/2/beta/MBVrYo
Let me know if there is anything we can help with :)
ExcelWay is not yet embeddable in MS. Teams or Zoom, although it is a project we started working on. We put it on hold because we had negative or neutral feedback from people using similar tools inside Zoom.
Could you please tell me more about the value of such a feature would bring in your brainstorming sessions?
Using MS Teams as an example, I was thinking of how it would be good to add ExcelWay as a tab in the channel (Website as the app, enter URL to an ExcelWay project I suppose), making it easy to access ExcelWay, and possibly increase engagement.
That's what I had in mind when asking the question :)
All the best! Sri
Q: Hi
Does Excelway have Custom Fields as Asana does?
We're currently doing the preliminary work to start developing the custom fields (requiring a total change of data architecture) so that should be in the developing pipe pretty soon :).
Q: Hello,
I have purchased tier 3 deal and I received a 'notice' pop-up that we had reached the organization's limit of members & projects...
when I thought both were unlimited in that deal. This was when a 'member' was adding a board... so, that brings me to the following question.
The question I have is to clarify what a 'member' is allowed to do in the account. Can they create boards etc. or are they somehow just a glorified visitor... Since they need to create their own account at ExcelWay, are they limited in what they can do within our 'shared space' ?? (If so, please explain those limits). Thank You!
If you activated Tier 3, you shouldn’t have any limit on members and projects. Please reach out to our support team in the embedded chat (help button at the top left of your screen) or by email (support @excelway.co), so we can analyze and fix the situation ASAP for you.
To answer your question about members: Members can do whatever you allow them to when setting up their roles. On each project, board, or workshop, you can give members an admin, editor, or viewer role. You can find more information on this video: https://www.youtube.com/watch?v=_7ir30e-JKU and on this help article: https://www.excelway.co/help-center/roles-and-permissions/
Also, we’d be happy to get all your questions answered during a personal onboarding call. You should be able to book it through a link in the welcome email, or please just reach out to the support team!
While we don't plan to implement the CName Custom Domain in Q4 this year (because it requires such a heavy investment and the roadmap is packed with other exciting features), we are committed to offering more customization options:
First, we have removed the branding of ExcelWay inside the workshop. Once a participant enters a workshop, there is no logo nor mention of ExcelWay anywhere. That is to offer a clean and mind-soothing environment to help drive focus and creativity.
Moreover, we are reflecting on ways to customize even more this experience by making the page to access a public workshop customizable with text, logo, and color.
You can have a look at our roadmap and add any feature suggestions that you'd see fit: https://app.excelway.co/access/2/beta/MBVrYo
The team and I are available through the embedded chat or by email, and are always happy to hop on a call whenever needed: support@excelway.co
Could you please expand on what you mean by "custom design"?
If you are referring to the custom templates for workshop activities, please know that the team is currently hard at work and focused on the project. We should be able to onboard a few users on the beta by next week. And if all goes well, it will be available to all in two weeks!
Q: Bought tier 3 and setting up for my projects and teams.
We don't use workshop much but the main screen when entering a projects is always the workshop screen, which is empty. It would be much better if we can choose which screen to show to users.
Here are mine that I also submitted through the roadmap link. Can I have feedback on these? Also putting this here in case there are others that have the same requests: 1. Show used/remaining storage 2. CNAME or whitelabeling - this will be very cool, actually. 😁 3. Limit voting of sticky notes per topic - For example in the feature requests board, there are 4 topics. If I will enable voting, it would be nice to specify how many votes per topic a person is allowed like 5 votes for In Workshops, 3 votes for In Boards, etc. 4. Rename Modules (Workshops, Boards, Documents, About) - Should be able to set this per project for greater customization 5. Embed iframes in cards, sticky notes, documents and "about" section 6. Insert logo to shared views 7. Add custom scripts to head and body 8. Add additional text or descriptions to header or title
Thanks so much for sharing your feedback here! Please find our answers below:
1. Show used/remaining storage
—> Yes, this is a functional must. It hasn’t been planned yet as we’re prioritizing features that would bring direct value to users’ experience but will definitely be on 2022.
2. CNAME or whitelabeling - this will be very cool, actually. 😁
—> We’re looking into the options of making the experience more customizable, including themes colors, but we’re still learning about the value CNAME would bring. We’re still running user interviews on the topic to understand the need and business value. If you’d be interested in participating, we’d love to hear your opinion! Please book a time on this link: https://tidycal.com/sophia/15-minute-meeting
3. Limit voting of sticky notes per topic - For example in the feature requests board, there are 4 topics. If I will enable voting, it would be nice to specify how many votes per topic a person is allowed like 5 votes for In Workshops, 3 votes for In Boards, etc.
—> This has come quite a few times as feedback so we’re considering it. However, the feature we have in mind now would primarily set a max number of votes per list and not define a max number for each list. Again, we’d love to understand better the use case in a user interview so feel free to book a spot. Or we can continue this conversation by email or in the Facebook user group.
4. Rename Modules (Workshops, Boards, Documents, About) - Should be able to set this per project for greater customization
—> This has never come up, thanks for sharing it :) We’d need to look further into the need and estimate to give you feedback on it.
5. Embed iframes in cards, sticky notes, documents and "about" section
—> Could you please be more specific as to the use case and need? I can see it for the About section, but not sure about the cards and sticky notes as the display space is quite small.
6. Insert logo to shared views
—> Could you please be more specific? What do you mean by shared views?
7. Add custom scripts to head and body
—> Could you please be more specific as to the use case and need? Thanks :)
8. Add additional text or descriptions to header or title
—> Please, what header and title are you referring to? in the workshop? in an activity? We’re currently working on a feature to add a subtitle to each list title in an activity.
I hope that answers your questions. Please feel free to reach out directly to support@excelway.co, or get the conversation going in the Facebook group.
Thanks so much for your answers! Just some additional feedback from me: 2. CNAME or whitelabeling - I just noticed others were requesting this, so I just wanted to indicate my interest in this feature as well. Use case? Would just be cool for me to have the boards in my own domain (or if possible, have a custom domain and logo per project) 😉 3. Limit voting of sticky notes per topic - Currently have no use case, but in the future, I might have a board with a list as a category, so each user can only vote on a category for a set # of times, instead of stating max votes of say 5 for the board, and the user might vote multiple times in a category. But it's okay if this is not fully implemented. There is still the workaround of creating multiple boards - one for each category 5. Embed iframes in cards, sticky notes, documents and "about" section - Yes, you're right. 😅 so hoping to have them in the Documents and About sections if possible for both 6. Insert logo to shared views - by "views", I was referring to the views that guests/users see when they access the project. Apologies if I'm not clear with my explanation. Please tell me and I'll send an email with the concept if you want. 7. Add custom scripts to head and body - Custom scripts would allow us to insert widgets, chatbots, etc. It's okay if this is set per project, but per board/module would be preferable. 8. Add additional text or descriptions to header or title - I'm referring to the main title when opening a board. Example in your roadmap is the "Feature Suggestion" board.
I loved reading all the feedback you have provided the ExcelWay team! Have you decided to try it out? I also noticed that you have bought over 91 deals with us and are not an AppSumo Plus member! If you join you can get 10% of every tool and get plenty of membership perks!
Let me know if you are interested and check out more info here: https://appsumo.com/plus
Are you referring to the max number of participants possible or within the AppSumo Deal limits?
For the number of participants possible:
There is no technical limit to the number of participants in a workshop. The most significant event that was organized with ExcelWay included 950 participants in a single activity. We automatically test the tool to support up to 10 000 participants.
However, we recommend that you get in touch with us if you're planning an event that would involve 700+ so that we can assist you and ensure that everything is ok for your event.
As to the AppSumo Deals limits: Tier 3 includes 50 free participants in a public workshop. If you need more participants for your event, you can purchase the Large Event add-on at a discounted price of 25$.
For a private workshop, there is no limit of members in Tier 3. So basically, you could invite as many participants as you'd need. The only difference is that they would need to login (the process is very smooth) and you would need their email address.
Q: Hi
First of all thank you so much for this incredible opportunity and congratulations on all the work you have done since your beta.
Everyone at the office is deeply impressed with the changes you implemented since last time we used it for the yearly event!
I am new to the AppSumo platform and I am not sure if I should ask my question here or on the ExcelWay support platform...
My problem is that I cannot activate my deal with ExcelWay. When I enter my email, it tells me that there is a technical issue and I cannot activate it.
However, I did end up on ExcelWay and created a password. Once on ExcelWay, I can't find my projects anymore although I have just worked on them this morning. I was afraid that it had been erased but thankfully my coworkers can still see them and work on them.
Welcome to Appsumo! It's great to see you here :).
I think that you tried to activate your deal with the same email that you used ExcelWay for, and therefore, you got the error message. I believe that you then activated the deal with another email and that created a new ExcelWay account. That's why you can't see the projects you had with your other account.
Someone from the ExcelWay team will reach out to you today to solve the issue.
Do you think we can solve the problem today before 15:00?
We have been using the free version these past two weeks and already transferred a lot of projects from Asana, Trello and Miro. Our free trial ended yesterday and we have planned an important workshop with a client using ExcelWay today. If it is not possible to solve it before this afternoon, it is ok, we can maybe use Miro. But it would be really nice if we can do it with ExcelWay because we already prepared the boards and the workshops and there are many things that we cannot do in Miro.
Thank you again!
Q: You list several templates.
Are there explanations for each template on how to use the method? Or are they just templates without explanations?
My point is that each user can study the method again.
Apologies for the delay. I replied to your question as soon as it got asked, but it seems that the answer hasn't been saved.
We are currently working on several projects to provide our clients with more educational resources on how to facilitate activities based on the templates we offer. These include educational videos and blog posts. We are fond of feedback on our content and are interested in finding out the right format/channel. So please do not hesitate to send feedback our way or get in touch with the team!
Apologies for the delay. I replied to your question as soon as it got asked, but it seems that the answer hasn't been saved.
The add on can be purchased through the workshop module: click on the Invite button of the public workshop, and there you'll see a message + link if you need more participants. Follow the link and you'll be on the purchase page.
Please let me know through support@excelway.co if you run into any issues or need assistance. We'd be happy to help.
Q: I really like the potential of your product, I am a risk management specialist and I see this could be used ...
to progress through a consultancy based risk discovery process. It really needs to have the ability for us to create our own templates, so if that could be added to the roadmap that would be great.
I noted the upsell of $25 per extra 100 participants in public workshops (is this a one off Lifetime deal price?
I also wanted to enquire as to the ability to customize the exports into a report style. This would be a really useful feature to quickly take the content after a workshop and return it to the clients for further discussion - engagement.
Is the intent to enable us to present inside the platform in the future (facilitator on screen to do the intro and then launch into the activities)? if you don't intend this then could you create an api or link with some of the other excellent deals that have previously been on appsumo that excel at this.
Just trying to think how I would operationalise Excelway from start to finish on a client engagement activity?
Same with bookings to attend the event - if Excelway isn't going to do this then could other platforms be linked to it.
Looks great and looking forward to your feedback :)
Thanks for the support :) Please see my answers below:
1. t really needs to have the ability for us to create our own templates, so if that could be added to the roadmap that would be great. —> Indeed, we’re prioritizing this feature for Q3 2022. As soon as we launch the mobile app, this will be our priority.
2. I noted the upsell of $25 per extra 100 participants in public workshops (is this a one off Lifetime deal price? —> This is a monthly price. The add-on can be activated and de-activated anytime, and the billing is prorated.
3. I also wanted to enquire as to the ability to customize the exports into a report style. This would be a really useful feature to quickly take the content after a workshop and return it to the clients for further discussion - engagement. —> Have you checked the Workshop report feature? It has been made to do exactly that: generate a word document collecting all the input from the workshop. Since it’s a docx / google doc, you can customize easily to change the design / add elements. To generate this report, please click on the arrow next to your workshop’s name, when inside the workshop. In the menu select « Workshop report » and select the format. You can see how to do so in this video extract : https://youtu.be/cDeTrCljliU
4. Is the intent to enable us to present inside the platform in the future (facilitator on screen to do the intro and then launch into the activities)? if you don't intend this then could you create an api or link with some of the other excellent deals that have previously been on appsumo that excel at this. —> Are you referrin to embeddin a video feature inside ExcelWay? If so, we’re currently working on our authentication process to be able to link to other tools, including Zoom. If not, could you please be more specific?
5. Just trying to think how I would operationalise Excelway from start to finish on a client engagement activity? —> We have a program specific for Consultants and professionals working with clients. We regularly organize virtual events specific to the consulting companies’ needs and present the relevant use cases and features. We announce these events through our newsletter and social media channels. The next event should be in 3 weeks. That being said, the ExcelWay team will be glad to focus on this topic for your private onboarding session. If you haven’t booked it already, please reach out to support@excelway.co or myself sophia@excelway.co directly.
6. Same with bookings to attend the event - if Excelway isn't going to do this then could other platforms be linked to it. Thanks for the suggestion. To my knolwedge, it has never come up as a feature request. As there are already many tools either specific or including this feature, I doubt we would offer it in ExcelWay. Most probably, this would be included to the Zoom integration if there is such a possibility. As for now, with a private workshop, ExcelWay does send to participants a calendar invite
I have finally had some time to try out the platform and there is a lot to like. The only big problem I have is the disjoin between the different tabs, boards, workshops, tasks.
I created a workshop to test out a product creation idea, marked all the post its as tasks and then asked it to transfer it over to a project as project tasks. It just took all the tasks and dropped them as a list of tasks into the top project grouping (so basically we lost all the context groupings from the workshop?) this kind of defeats the purpose/workflow (workshop/brainstorming is the ideation stage - free flowing with rules to keep people on track), next stage is to take the content from the workshop and transfer it to the doing (project stage). The way it is set up at the moment you cannot do this automatically. We should be able to transfer both context and associated tasks to the project e.g. I have 3 column in workshop with 1 = do in 3 months, 2 = do in 6 months and 3 = do in 12 months, if I place post-its below each of these contextual groupings, when I go to transfer it to a project it should ask do you want to transfer all groupings and associated tasks to the project as a template with this format. This then in the project screen would keep all the tasks in the context groupings. It would also be a great way to initially start of blank project canvas when you are trying to work out how you want to set up your project layout. Additionally the tasks when transferred over from the workshop to the project lose all details (dates, tags, and supplemental information). Additionally the workflow needs to be looked at when moving between sections as there is a lot of clicking backwards and forwards through the top menu to find things. Just a few of my thoughts and have thought about pulling the pin on the 3 stack, but the workflow is concerning me as it is a lot of double-handling with loss of detail at the moment.
Great idea Glen! To have a tool to support risk management and compliance would be a smashing hit.
Q: Hello!
I work with projects related with video and images.
a) can files be attached/uploaded to the cards on the boards? b) if so, what is the max file size we can upload? c) can assets such as video / images be previewed in the platform? (like on Trello) e) can we add general deadlines for a projects but also have goals along the way to reach the deadline?
a) can files be attached/uploaded to the cards on the boards?
--> Yes! Files can be attached to cards on the boards as well as on the "Document" section of the project
b) if so, what is the max file size we can upload?
--> We haven't set a max file size per upload yet, but please bear in mind that there is currently a 25GB limit on each project as per the Business Plan. We're planning an integration with Google Drive but it hasn't been set as a priority on our roadmap (feel free to contribute by adding your suggestion btw!).
c) can assets such as video / images be previewed in the platform? (like on Trello)
--> Images: yes! They are also displayed on the card in the Kanban view. Videos: not for the time being.
e) can we add general deadlines for a projects but also have goals along the way to reach the deadline?
--> I'm not sure I understand correctly the question. Today, the best way to manage deadlines is through the cards in the boards. It is on our roadmap to add start and due dates to boards and expand the possibilities of management at the project level.
In your answer here, you wrote: "there is currently a 25GB limit on each project as per the Business Plan"
In the section Features Included in All Plans, it says: "50 GB storage"
Does it mean that you've changed the total limit for the master account to 50 GB, including all the projects?
Or is it 50 GB storage per project?
Thanks!
Q: Hi Sophia.
I've heard great feedback about your solution and your attention to feedback. We're a consulting/advisory firm and we run a lot of workshops. Is there a way to make the canvases more customizable? Or create our own canvas from scratch? I tried but it seems pretty limited. Also can these be created into templates.
We've been looking for a solution like yours for a while. Your seems very good and a few tweaks could make it outstanding. Thanks!
Yes, designing one's own template is one of our priorities.
To be transparent, we've been digging for technical solutions for a while already and found some challenges. Now, we are onto some promising solutions and as soon as we release the mobile app in a few weeks, we'll focus on this feature.
In the meantime, please do not hesitate to submit a template request. Most of the template requests we receive make sense and, once approved, we do our best to develop them as fast as possible.
On a side note, since you mentioned you were a consulting firm, we launched our Expert Partnership Program last week. It's a series of content projects to showcase the expertise and create business opportunities for our consultants' clients. If you're interested in knowing more, please reach out directly to sophia@excelway.co so I can put you in the loop.
Thanks for the explanations and additional feedback!
As to the logo in shared views, you can attach an image to each project. It will appear next to the Project's name and has the perfect size for a logo. We actually added this feature for people working with clients so that their clients can feel at home in the workspace.
{side note: if you are a consultant or working with clients, we're kicking off our Expert Partnership Program during an event today. Feel free to register here as there won't be any replay for this one: https://zoom.us/meeting/register/tJcpcuCgrTooG9ft-1uakhC7fV19KECEAKhP}
As for the description of activities: this is something we have tried in our previous designs and decided to remove it as there is little space available for the entire description to be properly read. Moreover, it made the header feel "cluttered", especially in the facilitator's experience, so we went for the original minimalistic design.
That being said, we are looking for ways to embed additional information inside an activity. We're currently working on an optional subtitle to lists and preparing the ground for a ToolBox feature that would allow the facilitator to add documents and embedded Youtube videos to the workshop as a whole and to each activity.
Q: Hi Sophia,
I am ready to buy 3 Tier, but I am sure that I can use your product to manage projects.
Do you know when will be ready: - Gantt Chart -mind map - Calendar view for boards? Another Can I set and track tasks, deadlines, milestones with real-time project reporting and status updates? Can I create tasks and subtasks that are across projects o subprojects? Do you provide Open API o webhook? Do you provide CNAME? thanks and sorry for all this questions but also another my friends wants to buy 3 Tier. regards L.
Q: Hi Sophia,
I am ready to buy 3 Tier, but I need to be sure that I can use your product to manage projects.
Do you know when will be ready: - Gantt Chart -mind map - Calendar view for boards? Another Can I set and track tasks, deadlines, milestones with real-time project reporting and status updates? Can I create tasks and subtasks that are across projects o subprojects? Do you provide Open API o webhook? Do you provide CNAME? thanks and sorry for all this questions but also another my friends wants to buy 3 Tier. regards L.
Do you know when will be ready: - Gantt Chart -mind map - Calendar view for boards? —> Calendar view will be the first to tackle, and we’re currently working on planning and estimates. I cannot promise an exact date for now, but it will probably be ready by Q4 2022. Gantt chart will be next, then, Mindmapping.
Another Can I set and track tasks, deadlines, milestones with real-time project reporting and status updates? —> You can track deadlines across all the boards and projects of your choice with the Summary feature. This feature gathers your tasks’ deadlines in a single page and classifies them with « overdue » or « due soon » status. You can receive the summary daily and weekly at the time of your choice or check it in real-time in your notification panel. For more information about reporting and status updates, please check this video: https://youtu.be/I0KjsEbWDBE
Can I create tasks and subtasks that are across projects o subprojects? —> Do you mean the same task to appear in different projects? This feature is not available now but is likely to be added to the roadmap.
Do you provide Open API o webhook? —> No, and to be honest, I don’t think we’ll prioritize it anytime soon.
Do you provide CNAME? —> Not at the moment. We’re currently running user interviews on the topic, but it has not been prioritized or added to the roadmap.
thanks and sorry for all this questions but also another my friends wants to buy 3 Tier. —> You’re very welcome! Please do not hesitate to reach out may we be of further assistance!
--> Yes, as another view for boards, in addition to the List, Kanban and Dashboard views.
2) Where can I see your road map, for example about my previous question on mind map or or Calendar view for boards?
--> Please see the roadmap on this public workshop (if you're logged in to ExcelWay, you might need to log out or open with incognito browser to access the workshop) : https://app.excelway.co/access/2/beta/MBVrYo It does include the Calendar view and the mind map.
Hi Sophia, I am ready to buy 3 Tier, but I am sure that I can use your product to manage projects. Do you know when will be ready: - Gantt Chart -mind map - Calendar view for boards? Another Can I set and track tasks, deadlines, milestones with real-time project reporting and status updates? Can I create tasks and subtasks that are across projects o subprojects? Do you provide Open API o webhook? Do you provide CNAME? thanks and sorry for all this questions but also another my friends wants to buy 3 Tier. regards L.
Q: Hi, is there a way to make tags persistent with the item/task?
ie include it in the metadata as the task is moved from workshop to a board (s). my use case: I hold a workshop - item is tagged. Item is turned into a task and moved to a board and processed.
Sophia_ExcelWay
May 14, 2024A: Hi Centrell,
Your feedback and use case makes a lot of sense and is consistent with other feedback received.
Therefore I've just added the new feature to our roadmap and we will try to get it done in the coming months, along with other significant new features such as designing an activity template from scratch, the ExcelWay mobile app, and the customized fields in tasks.
Thanks for your feedback, and we're one email away if you need anything: support@excelway.co
Best,
Sophia
Share ExcelWay
Q: Hi, Is there a way to make a task's checklist items rearrangeable?
Use Case: I have a task, create a checklist, and brainstorm all the steps needed to complete the task. I added 10 steps, after which I realize I forgot a step between 3 and 4.
Sophia_ExcelWay
May 14, 2024A: Hi Centrell,
Thanks for reaching out and for explaining the use case!
I'm afraid that we cannot re-arrange the items' order on the checklist at the moment, so it would need to be done manually.
I've just added this feature to our feature request list, which can be found here: https://app.excelway.co/access/2/beta/MBVrYo
Let me know if there is anything we can help with :)
Best,
Sophia
Share ExcelWay
Q: Hi Sophia, ExcelWay almost got away without even me realising it!
Question: Is it possible to embed ExcelWay in MS Teams OR another website/app?
Thanks and all the best to you and the ExcelWay team!
Sri
Sophia_ExcelWay
May 14, 2024A: Hi Sri,
It's great to hear from you!
ExcelWay is not yet embeddable in MS. Teams or Zoom, although it is a project we started working on. We put it on hold because we had negative or neutral feedback from people using similar tools inside Zoom.
Could you please tell me more about the value of such a feature would bring in your brainstorming sessions?
Best,
Sophia
Share ExcelWay
Hi Sophia,
Thanks for getting back to me.
Using MS Teams as an example, I was thinking of how it would be good to add ExcelWay as a tab in the channel (Website as the app, enter URL to an ExcelWay project I suppose), making it easy to access ExcelWay, and possibly increase engagement.
That's what I had in mind when asking the question :)
All the best!
Sri
Q: Hi Does Excelway have Custom Fields as Asana does?
Thanks
Sophia_ExcelWay
May 14, 2024A: Hi Gaurav,
We're currently doing the preliminary work to start developing the custom fields (requiring a total change of data architecture) so that should be in the developing pipe pretty soon :).
Best,
Sophia
Share ExcelWay
You can find our roadmap as well as submit any feature suggestion on this link: https://app.excelway.co/access/2/beta/MBVrYo
Best,
S
Thank you.
Q: Hello, I have purchased tier 3 deal and I received a 'notice' pop-up that we had reached the organization's limit of members & projects...
when I thought both were unlimited in that deal. This was when a 'member' was adding a board... so, that brings me to the following question.
The question I have is to clarify what a 'member' is allowed to do in the account. Can they create boards etc. or are they somehow just a glorified visitor... Since they need to create their own account at ExcelWay, are they limited in what they can do within our 'shared space' ?? (If so, please explain those limits).
Thank You!
Sophia_ExcelWay
May 14, 2024A: Hi Steve,
Thanks for reaching out.
If you activated Tier 3, you shouldn’t have any limit on members and projects. Please reach out to our support team in the embedded chat (help button at the top left of your screen) or by email (support @excelway.co), so we can analyze and fix the situation ASAP for you.
To answer your question about members:
Members can do whatever you allow them to when setting up their roles. On each project, board, or workshop, you can give members an admin, editor, or viewer role. You can find more information on this video: https://www.youtube.com/watch?v=_7ir30e-JKU and on this help article: https://www.excelway.co/help-center/roles-and-permissions/
Also, we’d be happy to get all your questions answered during a personal onboarding call. You should be able to book it through a link in the welcome email, or please just reach out to the support team!
Best,
Sophia
Share ExcelWay
Q: Hi Sophia, Can you provide CNAME option and white label?
Thanks,
Cristian
Sophia_ExcelWay
May 14, 2024A: Hi Cristian,
While we don't plan to implement the CName Custom Domain in Q4 this year (because it requires such a heavy investment and the roadmap is packed with other exciting features), we are committed to offering more customization options:
First, we have removed the branding of ExcelWay inside the workshop. Once a participant enters a workshop, there is no logo nor mention of ExcelWay anywhere. That is to offer a clean and mind-soothing environment to help drive focus and creativity.
Moreover, we are reflecting on ways to customize even more this experience by making the page to access a public workshop customizable with text, logo, and color.
You can have a look at our roadmap and add any feature suggestions that you'd see fit: https://app.excelway.co/access/2/beta/MBVrYo
The team and I are available through the embedded chat or by email, and are always happy to hop on a call whenever needed: support@excelway.co
All the best,
Sophia
Share ExcelWay
Verified purchaser
Ok, thanks for your answer!
Q: Hi Sophia, Can you include custom design into offer.
(tier 3 for example)
It is a feature that we appreciate and we need here on appsumo.
Thanks,
Cristian
Sophia_ExcelWay
May 14, 2024A: Hi Cristian,
Thanks for reaching out!
Could you please expand on what you mean by "custom design"?
If you are referring to the custom templates for workshop activities, please know that the team is currently hard at work and focused on the project.
We should be able to onboard a few users on the beta by next week. And if all goes well, it will be available to all in two weeks!
Share ExcelWay
Q: Bought tier 3 and setting up for my projects and teams.
We don't use workshop much but the main screen when entering a projects is always the workshop screen, which is empty. It would be much better if we can choose which screen to show to users.
Sophia_ExcelWay
May 14, 2024A: Hi there,
Welcome to ExcelWay!
Reordering the modules makes sense if you mostly use the Boards module. Thank you for bringing it up!
I've added it to the feature suggestion activity here: https://app.excelway.co/access/2/beta/MBVrYo
Let us know if we can be of any further assistance. We'd be happy to help!
Best,
Share ExcelWay
Q: Hi.
Here are mine that I also submitted through the roadmap link. Can I have feedback on these? Also putting this here in case there are others that have the same requests:
1. Show used/remaining storage
2. CNAME or whitelabeling - this will be very cool, actually. 😁
3. Limit voting of sticky notes per topic - For example in the feature requests board, there are 4 topics. If I will enable voting, it would be nice to specify how many votes per topic a person is allowed like 5 votes for In Workshops, 3 votes for In Boards, etc.
4. Rename Modules (Workshops, Boards, Documents, About) - Should be able to set this per project for greater customization
5. Embed iframes in cards, sticky notes, documents and "about" section
6. Insert logo to shared views
7. Add custom scripts to head and body
8. Add additional text or descriptions to header or title
Sophia_ExcelWay
May 14, 2024A: Hi there!
Thanks so much for sharing your feedback here! Please find our answers below:
1. Show used/remaining storage
—> Yes, this is a functional must. It hasn’t been planned yet as we’re prioritizing features that would bring direct value to users’ experience but will definitely be on 2022.
2. CNAME or whitelabeling - this will be very cool, actually. 😁
—> We’re looking into the options of making the experience more customizable, including themes colors, but we’re still learning about the value CNAME would bring. We’re still running user interviews on the topic to understand the need and business value. If you’d be interested in participating, we’d love to hear your opinion! Please book a time on this link: https://tidycal.com/sophia/15-minute-meeting
3. Limit voting of sticky notes per topic - For example in the feature requests board, there are 4 topics. If I will enable voting, it would be nice to specify how many votes per topic a person is allowed like 5 votes for In Workshops, 3 votes for In Boards, etc.
—> This has come quite a few times as feedback so we’re considering it. However, the feature we have in mind now would primarily set a max number of votes per list and not define a max number for each list. Again, we’d love to understand better the use case in a user interview so feel free to book a spot. Or we can continue this conversation by email or in the Facebook user group.
4. Rename Modules (Workshops, Boards, Documents, About) - Should be able to set this per project for greater customization
—> This has never come up, thanks for sharing it :) We’d need to look further into the need and estimate to give you feedback on it.
5. Embed iframes in cards, sticky notes, documents and "about" section
—> Could you please be more specific as to the use case and need? I can see it for the About section, but not sure about the cards and sticky notes as the display space is quite small.
6. Insert logo to shared views
—> Could you please be more specific? What do you mean by shared views?
7. Add custom scripts to head and body
—> Could you please be more specific as to the use case and need? Thanks :)
8. Add additional text or descriptions to header or title
—> Please, what header and title are you referring to? in the workshop? in an activity? We’re currently working on a feature to add a subtitle to each list title in an activity.
I hope that answers your questions. Please feel free to reach out directly to support@excelway.co, or get the conversation going in the Facebook group.
All the best,
Share ExcelWay
Verified purchaser
Thanks so much for your answers! Just some additional feedback from me:
2. CNAME or whitelabeling - I just noticed others were requesting this, so I just wanted to indicate my interest in this feature as well. Use case? Would just be cool for me to have the boards in my own domain (or if possible, have a custom domain and logo per project) 😉
3. Limit voting of sticky notes per topic - Currently have no use case, but in the future, I might have a board with a list as a category, so each user can only vote on a category for a set # of times, instead of stating max votes of say 5 for the board, and the user might vote multiple times in a category. But it's okay if this is not fully implemented. There is still the workaround of creating multiple boards - one for each category
5. Embed iframes in cards, sticky notes, documents and "about" section - Yes, you're right. 😅 so hoping to have them in the Documents and About sections if possible for both
6. Insert logo to shared views - by "views", I was referring to the views that guests/users see when they access the project. Apologies if I'm not clear with my explanation. Please tell me and I'll send an email with the concept if you want.
7. Add custom scripts to head and body - Custom scripts would allow us to insert widgets, chatbots, etc. It's okay if this is set per project, but per board/module would be preferable.
8. Add additional text or descriptions to header or title - I'm referring to the main title when opening a board. Example in your roadmap is the "Feature Suggestion" board.
Hey hey Kukuri-Hime, Carolina here from AppSumo!
I loved reading all the feedback you have provided the ExcelWay team! Have you decided to try it out? I also noticed that you have bought over 91 deals with us and are not an AppSumo Plus member! If you join you can get 10% of every tool and get plenty of membership perks!
Let me know if you are interested and check out more info here: https://appsumo.com/plus
Verified purchaser
CNAME is always going to be important, especially for Branding.
We want all of our solutions to be branded with our company logo and brand scheme.
Hope this helps
Q: hello, How many participants/attendees can write text in the board at the same time?
in a public or private link?
Thank you
Sophia_ExcelWay
May 14, 2024A: Hello,
Thanks for reaching out.
Are you referring to the max number of participants possible or within the AppSumo Deal limits?
For the number of participants possible:
There is no technical limit to the number of participants in a workshop. The most significant event that was organized with ExcelWay included 950 participants in a single activity. We automatically test the tool to support up to 10 000 participants.
However, we recommend that you get in touch with us if you're planning an event that would involve 700+ so that we can assist you and ensure that everything is ok for your event.
As to the AppSumo Deals limits:
Tier 3 includes 50 free participants in a public workshop. If you need more participants for your event, you can purchase the Large Event add-on at a discounted price of 25$.
For a private workshop, there is no limit of members in Tier 3. So basically, you could invite as many participants as you'd need. The only difference is that they would need to login (the process is very smooth) and you would need their email address.
Does that answer your question?
All the best,
Share ExcelWay
Q: Hi First of all thank you so much for this incredible opportunity and congratulations on all the work you have done since your beta.
Everyone at the office is deeply impressed with the changes you implemented since last time we used it for the yearly event!
I am new to the AppSumo platform and I am not sure if I should ask my question here or on the ExcelWay support platform...
My problem is that I cannot activate my deal with ExcelWay. When I enter my email, it tells me that there is a technical issue and I cannot activate it.
However, I did end up on ExcelWay and created a password. Once on ExcelWay, I can't find my projects anymore although I have just worked on them this morning. I was afraid that it had been erased but thankfully my coworkers can still see them and work on them.
Can you please assist?
Thank you
Sophia_ExcelWay
May 14, 2024A: Hello Marie,
Welcome to Appsumo! It's great to see you here :).
I think that you tried to activate your deal with the same email that you used ExcelWay for, and therefore, you got the error message. I believe that you then activated the deal with another email and that created a new ExcelWay account. That's why you can't see the projects you had with your other account.
Someone from the ExcelWay team will reach out to you today to solve the issue.
Thanks for choosing ExcelWay!
All the best,
Sophia
Share ExcelWay
Verified purchaser
Hi Sophia
Thank you for replying so quickly!!
Do you think we can solve the problem today before 15:00?
We have been using the free version these past two weeks and already transferred a lot of projects from Asana, Trello and Miro. Our free trial ended yesterday and we have planned an important workshop with a client using ExcelWay today. If it is not possible to solve it before this afternoon, it is ok, we can maybe use Miro. But it would be really nice if we can do it with ExcelWay because we already prepared the boards and the workshops and there are many things that we cannot do in Miro.
Thank you again!
Q: You list several templates.
Are there explanations for each template on how to use the method? Or are they just templates without explanations?
My point is that each user can study the method again.
Sophia_ExcelWay
May 14, 2024A: Hi Sazovsky,
Apologies for the delay. I replied to your question as soon as it got asked, but it seems that the answer hasn't been saved.
We are currently working on several projects to provide our clients with more educational resources on how to facilitate activities based on the templates we offer. These include educational videos and blog posts. We are fond of feedback on our content and are interested in finding out the right format/channel. So please do not hesitate to send feedback our way or get in touch with the team!
We can be reached at support@excelway.co
Have a great day,
Sophia
Share ExcelWay
Q: Hi I have no idea where to find the "Optional add-on: $25 per extra 100 participants in public workshops ...
(discounted from original $50 cost)"
I only see a single plan
Sophia_ExcelWay
May 14, 2024A: Hi nv,
Apologies for the delay. I replied to your question as soon as it got asked, but it seems that the answer hasn't been saved.
The add on can be purchased through the workshop module: click on the Invite button of the public workshop, and there you'll see a message + link if you need more participants. Follow the link and you'll be on the purchase page.
Please let me know through support@excelway.co if you run into any issues or need assistance. We'd be happy to help.
Have a great day,
Sophia
Share ExcelWay
Q: I really like the potential of your product, I am a risk management specialist and I see this could be used ...
to progress through a consultancy based risk discovery process. It really needs to have the ability for us to create our own templates, so if that could be added to the roadmap that would be great.
I noted the upsell of $25 per extra 100 participants in public workshops (is this a one off Lifetime deal price?
I also wanted to enquire as to the ability to customize the exports into a report style. This would be a really useful feature to quickly take the content after a workshop and return it to the clients for further discussion - engagement.
Is the intent to enable us to present inside the platform in the future (facilitator on screen to do the intro and then launch into the activities)? if you don't intend this then could you create an api or link with some of the other excellent deals that have previously been on appsumo that excel at this.
Just trying to think how I would operationalise Excelway from start to finish on a client engagement activity?
Same with bookings to attend the event - if Excelway isn't going to do this then could other platforms be linked to it.
Looks great and looking forward to your feedback :)
Sophia_ExcelWay
May 14, 2024A: Hi Glen,
Thanks for the support :)
Please see my answers below:
1. t really needs to have the ability for us to create our own templates, so if that could be added to the roadmap that would be great.
—> Indeed, we’re prioritizing this feature for Q3 2022. As soon as we launch the mobile app, this will be our priority.
2. I noted the upsell of $25 per extra 100 participants in public workshops (is this a one off Lifetime deal price?
—> This is a monthly price. The add-on can be activated and de-activated anytime, and the billing is prorated.
3. I also wanted to enquire as to the ability to customize the exports into a report style. This would be a really useful feature to quickly take the content after a workshop and return it to the clients for further discussion - engagement.
—> Have you checked the Workshop report feature? It has been made to do exactly that: generate a word document collecting all the input from the workshop. Since it’s a docx / google doc, you can customize easily to change the design / add elements. To generate this report, please click on the arrow next to your workshop’s name, when inside the workshop. In the menu select « Workshop report » and select the format. You can see how to do so in this video extract : https://youtu.be/cDeTrCljliU
4. Is the intent to enable us to present inside the platform in the future (facilitator on screen to do the intro and then launch into the activities)? if you don't intend this then could you create an api or link with some of the other excellent deals that have previously been on appsumo that excel at this.
—> Are you referrin to embeddin a video feature inside ExcelWay? If so, we’re currently working on our authentication process to be able to link to other tools, including Zoom. If not, could you please be more specific?
5. Just trying to think how I would operationalise Excelway from start to finish on a client engagement activity?
—> We have a program specific for Consultants and professionals working with clients. We regularly organize virtual events specific to the consulting companies’ needs and present the relevant use cases and features. We announce these events through our newsletter and social media channels. The next event should be in 3 weeks. That being said, the ExcelWay team will be glad to focus on this topic for your private onboarding session. If you haven’t booked it already, please reach out to support@excelway.co or myself sophia@excelway.co directly.
6. Same with bookings to attend the event - if Excelway isn't going to do this then could other platforms be linked to it.
Thanks for the suggestion. To my knolwedge, it has never come up as a feature request. As there are already many tools either specific or including this feature, I doubt we would offer it in ExcelWay. Most probably, this would be included to the Zoom integration if there is such a possibility.
As for now, with a private workshop, ExcelWay does send to participants a calendar invite
Share ExcelWay
with their unique link to access the workshop.
Thanks for your feedback and please let us know if we can be of any further help :)
Verified purchaser
I have finally had some time to try out the platform and there is a lot to like. The only big problem I have is the disjoin between the different tabs, boards, workshops, tasks.
I created a workshop to test out a product creation idea, marked all the post its as tasks and then asked it to transfer it over to a project as project tasks. It just took all the tasks and dropped them as a list of tasks into the top project grouping (so basically we lost all the context groupings from the workshop?) this kind of defeats the purpose/workflow (workshop/brainstorming is the ideation stage - free flowing with rules to keep people on track), next stage is to take the content from the workshop and transfer it to the doing (project stage). The way it is set up at the moment you cannot do this automatically. We should be able to transfer both context and associated tasks to the project e.g. I have 3 column in workshop with 1 = do in 3 months, 2 = do in 6 months and 3 = do in 12 months, if I place post-its below each of these contextual groupings, when I go to transfer it to a project it should ask do you want to transfer all groupings and associated tasks to the project as a template with this format. This then in the project screen would keep all the tasks in the context groupings. It would also be a great way to initially start of blank project canvas when you are trying to work out how you want to set up your project layout. Additionally the tasks when transferred over from the workshop to the project lose all details (dates, tags, and supplemental information). Additionally the workflow needs to be looked at when moving between sections as there is a lot of clicking backwards and forwards through the top menu to find things. Just a few of my thoughts and have thought about pulling the pin on the 3 stack, but the workflow is concerning me as it is a lot of double-handling with loss of detail at the moment.
Verified purchaser
Great idea Glen!
To have a tool to support risk management and compliance would be a smashing hit.
Q: Hello!
I work with projects related with video and images.
a) can files be attached/uploaded to the cards on the boards?
b) if so, what is the max file size we can upload?
c) can assets such as video / images be previewed in the platform? (like on Trello)
e) can we add general deadlines for a projects but also have goals along the way to reach the deadline?
Thanks!
Sophia_ExcelWay
May 14, 2024A: Hi there!
Thanks for your questions!
a) can files be attached/uploaded to the cards on the boards?
--> Yes! Files can be attached to cards on the boards as well as on the "Document" section of the project
b) if so, what is the max file size we can upload?
--> We haven't set a max file size per upload yet, but please bear in mind that there is currently a 25GB limit on each project as per the Business Plan. We're planning an integration with Google Drive but it hasn't been set as a priority on our roadmap (feel free to contribute by adding your suggestion btw!).
c) can assets such as video / images be previewed in the platform? (like on Trello)
--> Images: yes! They are also displayed on the card in the Kanban view. Videos: not for the time being.
e) can we add general deadlines for a projects but also have goals along the way to reach the deadline?
--> I'm not sure I understand correctly the question. Today, the best way to manage deadlines is through the cards in the boards. It is on our roadmap to add start and due dates to boards and expand the possibilities of management at the project level.
I hope this answer your questions :)
Best,
Sophia
Share ExcelWay
Verified purchaser
Can you please clarify regarding the storage? :)
In your answer here, you wrote:
"there is currently a 25GB limit on each project as per the Business Plan"
In the section Features Included in All Plans, it says:
"50 GB storage"
Does it mean that you've changed the total limit for the master account to 50 GB, including all the projects?
Or is it 50 GB storage per project?
Thanks!
Q: Hi Sophia.
I've heard great feedback about your solution and your attention to feedback. We're a consulting/advisory firm and we run a lot of workshops.
Is there a way to make the canvases more customizable? Or create our own canvas from scratch? I tried but it seems pretty limited. Also can these be created into templates.
We've been looking for a solution like yours for a while. Your seems very good and a few tweaks could make it outstanding. Thanks!
Sophia_ExcelWay
May 14, 2024A: Hi there!
Thanks so much for your positive feedback!
Yes, designing one's own template is one of our priorities.
To be transparent, we've been digging for technical solutions for a while already and found some challenges. Now, we are onto some promising solutions and as soon as we release the mobile app in a few weeks, we'll focus on this feature.
In the meantime, please do not hesitate to submit a template request. Most of the template requests we receive make sense and, once approved, we do our best to develop them as fast as possible.
On a side note, since you mentioned you were a consulting firm, we launched our Expert Partnership Program last week. It's a series of content projects to showcase the expertise and create business opportunities for our consultants' clients. If you're interested in knowing more, please reach out directly to sophia@excelway.co so I can put you in the loop.
All the best,
Share ExcelWay
Q: Replying to Kukuri-Hime https://appsumo.
com/products/excelway/#q875902
Thanks for the explanations and additional feedback!
As to the logo in shared views, you can attach an image to each project. It will appear next to the Project's name and has the perfect size for a logo. We actually added this feature for people working with clients so that their clients can feel at home in the workspace.
{side note: if you are a consultant or working with clients, we're kicking off our Expert Partnership Program during an event today. Feel free to register here as there won't be any replay for this one: https://zoom.us/meeting/register/tJcpcuCgrTooG9ft-1uakhC7fV19KECEAKhP}
As for the description of activities: this is something we have tried in our previous designs and decided to remove it as there is little space available for the entire description to be properly read. Moreover, it made the header feel "cluttered", especially in the facilitator's experience, so we went for the original minimalistic design.
That being said, we are looking for ways to embed additional information inside an activity. We're currently working on an optional subtitle to lists and preparing the ground for a ToolBox feature that would allow the facilitator to add documents and embedded Youtube videos to the workshop as a whole and to each activity.
Best,
S
Share ExcelWay
Verified purchaser
Thanks so much for the explanations! 😁
Q: Hi Sophia, I am ready to buy 3 Tier, but I am sure that I can use your product to manage projects.
Do you know when will be ready:
- Gantt Chart
-mind map
- Calendar view for boards?
Another Can I set and track tasks, deadlines, milestones with real-time project reporting and status updates?
Can I create tasks and subtasks that are across projects o subprojects?
Do you provide Open API o webhook?
Do you provide CNAME?
thanks and sorry for all this questions but also another my friends wants to buy 3 Tier.
regards
L.
Sophia_ExcelWay
May 14, 2024A: Answered above.
Share ExcelWay
Q: Hi Sophia, I am ready to buy 3 Tier, but I need to be sure that I can use your product to manage projects.
Do you know when will be ready:
- Gantt Chart
-mind map
- Calendar view for boards?
Another Can I set and track tasks, deadlines, milestones with real-time project reporting and status updates?
Can I create tasks and subtasks that are across projects o subprojects?
Do you provide Open API o webhook?
Do you provide CNAME?
thanks and sorry for all this questions but also another my friends wants to buy 3 Tier.
regards
L.
Sophia_ExcelWay
May 14, 2024A: Hi Leonardo,
Thanks for your questions!
Do you know when will be ready: - Gantt Chart -mind map - Calendar view for boards?
—> Calendar view will be the first to tackle, and we’re currently working on planning and estimates. I cannot promise an exact date for now, but it will probably be ready by Q4 2022.
Gantt chart will be next, then, Mindmapping.
Another Can I set and track tasks, deadlines, milestones with real-time project reporting and status updates?
—> You can track deadlines across all the boards and projects of your choice with the Summary feature. This feature gathers your tasks’ deadlines in a single page and classifies them with « overdue » or « due soon » status. You can receive the summary daily and weekly at the time of your choice or check it in real-time in your notification panel. For more information about reporting and status updates, please check this video: https://youtu.be/I0KjsEbWDBE
Can I create tasks and subtasks that are across projects o subprojects?
—> Do you mean the same task to appear in different projects? This feature is not available now but is likely to be added to the roadmap.
Do you provide Open API o webhook?
—> No, and to be honest, I don’t think we’ll prioritize it anytime soon.
Do you provide CNAME?
—> Not at the moment. We’re currently running user interviews on the topic, but it has not been prioritized or added to the roadmap.
thanks and sorry for all this questions but also another my friends wants to buy 3 Tier.
—> You’re very welcome! Please do not hesitate to reach out may we be of further assistance!
Best,
Share ExcelWay
Q: Hi, do you have in mind to introduce Gantt Chart ?
Where can I see your road map, for example about my previous question on mind map or or Calendar view for boards?
thanks
Sophia_ExcelWay
May 14, 2024A: Hi Leonardo,
Great to hear from you!
1) do you have in mind to introduce Gantt Chart ?
--> Yes, as another view for boards, in addition to the List, Kanban and Dashboard views.
2) Where can I see your road map, for example about my previous question on mind map or or Calendar view for boards?
--> Please see the roadmap on this public workshop (if you're logged in to ExcelWay, you might need to log out or open with incognito browser to access the workshop) : https://app.excelway.co/access/2/beta/MBVrYo
It does include the Calendar view and the mind map.
All the best,
Share ExcelWay
Verified purchaser
Hi Sophia,
I am ready to buy 3 Tier, but I am sure that I can use your product to manage projects.
Do you know when will be ready:
- Gantt Chart
-mind map
- Calendar view for boards?
Another Can I set and track tasks, deadlines, milestones with real-time project reporting and status updates?
Can I create tasks and subtasks that are across projects o subprojects?
Do you provide Open API o webhook?
Do you provide CNAME?
thanks and sorry for all this questions but also another my friends wants to buy 3 Tier.
regards
L.