TimMan79Q: Thanks for the simplicity!
1) Sometimes my projects don't save and I have to re-write the entire thing. Is there any way to do a force-save?
2) What would you say would be the best way to have client collaborators make requests for jobs/tasks?
3) Is there a way to rename Tools that have been added to the bottom of Projects?
4) I have recurring projects in which I am the only one working on them but info has to be changed/updated on each separate project (podcast series with different questions and bios). Is there a recommended way of working like this in Project.co?
Matt_Project.co
May 14, 2024A: Hey TimMan79, thanks for your questions.
1) Can you explain waht you mean by force save? When you create a project you need to click on the "Create Project" button. but other than that you don't need to save a project as it auto saves and there isn't a save button. If you can explain what page you're on and what you're doing I can help further.
2) Personally i think the discussion page is the best for clients to ask for things. You/your team can then create these as tasks with the relevant people, settings and resources.
3) At the moment only the notes and embeds can be renamed but we are planning an update to tools that will have renaming as part of the update. I don't have a release date for that currently but ideally by the end of the year.
4) You could create a project template so that each time you start an episode you can create the project from a template and it will have all the settings and tasks you need. Would that work?
Hope that helps?
Matt
Verified purchaser
(Matt) 1) Can you explain what you mean by force save?
About 25% of the time when I was writing a project yesterday I would close the dialog and it wouldn't save. Then I'd have to re-write it. I try to make sure to copy everything before closing so that when it happens I can just paste it back. It always seems to save the second time.
(Matt) 2) Personally i think the discussion page is the best for clients to ask for things.
That makes sense.
(Matt) 3) At the moment only the notes and embeds can be renamed but we are planning an update to tools that will have renaming as part of the update.
That would be awesome!
(Matt) 4) You could create a project template so that each time you start an episode you can create the project from a template and it will have all the settings and tasks you need. Would that work?
Ah yes...so save it as a template!
(Matt) Hope that helps?
Definitely thanks!!!
Last Question - do you think you'll be able to institute Webhooks instead of just Zapier? Many of us don't use Zapier...
Thanks again for the simplicity!
Thanks for the further clarification.
Please let me know if you can reproduce the task not saving issue. I haven't seen that but if we can replicate then we can look to fix any issue.
Regarding webhooks. Yes, we have been talking about that recently and would love to add it to our roadmap soon.
Verified purchaser
It would be helpful if clients could create tasks.
Thank you Bakari, we are actually looking into this so watch this space :)