Webinar April 2023: Improve your Management & Daily Workflow using Jumppl
foreign thanks for joining guys and today I'll be going through some new developements in jumppl and just taking you through some workflows as well that you can use for your agency and just to manage your day-to-day work properly and better. All right so the first of all let's start with the inbox section. So what we've done is there's a new inbox section in jumppl now where you can you get all the activities of your daily like you know whatever has been happening and someone is assigning you tasks or someone's commenting on the tasks you can just open up here inbox and they'll show you what's been happening throughout the day. We have integrated the same inbox in the desktop app as well so yeah so it's at the top here so you can see everything that's happening over here from from desktop app as well very easily so that's the first thing that we that you can use so let your team members know as well that uh they if they want to see all the activities for the day or like you know they just want to catch up on what's been happening in the in their account they can just go to inbox their uh then what we're doing is uh okay the workload View all right so uh this is pretty exciting so next thing is a workflow worker view so uh something really exciting in something that we've been working on for a while to get this right and uh show you uh so what happens is like from a manager's point of view um you want to go and allocate the tasks to everyone for the week um what you do is you go to project and go to assign tasks in the same tasks you can choose the person that you want to plan the week for and say example this is NX Martian now these are all LX tasks that are assigned to them or the whole like you know between the whole project so this is one project this is uh there's a few projects and as you can see it's been assigned to a lot of tasks it gets really hard to see the these are due dates for that it gets really hard for you to manage that as a manager so uh this is I'm really excited about this one what we do is this a new section here called show workflow you can come over here and this will give you the person's weekly like you know schedule what they're working on not just that what you can do is you can actually drag and drop the task from here and allocate these tasks and plan their whole week this is like you know this is really good for uh as a manager like you know I've been wanting this for a while where I can visually see that and I think we've we've nailed you nailed this one uh now like you know I've been thinking for a while like you know how to how to make this work and I think this is a really good view so what you do is like you know you go in you can drag and drop so I'm gonna I've got a let's say example I have [Music] um the week starts and I know that I've got a few tasks for Visa but I don't I don't know which one they're working on so what you do is like this drag and drop here uh and this really uh plan to be card for them and they can just come here as well and they can click on the task here and they'll know exactly what's happening and like you know the task details and where the task is located which project it is in um everything to do with the task they can just click here and then do them so this is this is a really good Improvement I've been um trying to figure we've been trying to figure it out for a while but I think we've nailed this one now so I've been using interest for the past couple of weeks to carry out all my um uh or all the planning for the week so this is really good now uh what you can also do is uh there's another view called view here and this this one what you can do is you can come and select the group that you want um for example I want to select this group and create a workload so this will create the workers for the whole uh the whole team so you can select the so you can see like uh Alex is being assigned to this task and you wanna you can see the whole view for a group or uh like for everyone or just just one group so yeah so and then and the thing that you can click on it and you can see their details as well from here uh so really really helpful I hope you guys enjoyed this one uh let me know if you have any feedback but we're gonna keep improving these and things like um adding tasks straight away see you can add tasks to Innovation here if you double click this one I think we have a feature where um so but yeah we didn't find it we're going to be refining these as well later all right um so this was the new workflow review and the new groups worker so this is the this is the group's workload you can choose one single person as well if you say like this you can choose a single person as well and just hit create workload and it will create the workload for uh this will become the chart for that for that group and obviously you can go next view next week and and come back as well like this all right now uh you might have seen uh the automation it's a mystery listing with the system is automations uh you might have seen the automation section over here um if you haven't seen already then what you can do is uh if you're the admin of the if you have the admin you can click on this button and enable the automations for your team and just by clicking here and this will bring out the automations so let's go to Automation and see how they look like I so when you first enter you haven't got a rule yet and it will say create a rule automations you can do a few things automation you can for example you have a particular workflow where if uh if a new if a new task gets created in a project then assign that task to someone else or if the status of a task changes then ruination action on that so these are the first uh work automation rules that we've created I'll show you over here when task status in Project [Music] in project uh Sapphire changes to uh done so this is the action uh so the trigger sorry trigger and what do you want to action it all so select connection assign the task to another team member and then when you've done this just say save here and now it will become a rule in your automation so you can keep on doing this you can keep on creating others as well same when a task is created in the produce you get all the list of projects uh when the task is created [Music] um copy the task over to the copy the test task to another project as well [Music] and yeah so we created two rules here very easy to create and uh we're gonna be extending these uh bit further afterwards um so you can do actually a sequence of automations in in a in a workflow let you know in one group so that'll be really uh so that's the next thing that we'll be working on you can do this and this is a really helpful uh someone asked us the other day like can we uh can we create a task and that task gets created in in a few different projects so they have a they have a workflow where a few different clients are doing the same thing and they just want to add another task to main project in that case added to a lot of other uh sites so you so this one using this you can do that so you just need to create a let's trigger a rule for each of the projects like this this and then you can you can do all of this so really helpful uh I think it's a combine with our externally because we haven't we haven't external API as well um and the Integrations are there and obviously we are on zapier as well Japan and integral map you earn a few few platforms where you can do automations so this is uh like you know this is a start of a new uh a new workflow creation which you can do with which I'm doing so yeah um uh we are looking at uh another like you know another we useful workflow would be if a new project a new a new client comes in then create a client portal for them and read the tasks for them and all of that we're looking into doing that as well all right so this just said that's that was the automation automation part of the of the uh topics now let's go to timesheets and attendance uh now this is a really good uh Okay so let me go into timesheets and then you know um I'm recording this webinar as well so we'll post this on YouTube so you can afterwards you can have a look at that in details all right so timesheets and attendance so every we find that like you know a lot of companies have different ways they do they use time sheets and attendance so some people don't like you know some companies don't track even agencies like you know they don't track the time at all uh they just like you know um have a more open relationship with their with their uh employees and with the team some attractive tasks for every like you know they take the time for every um tasks that they do and you know they get a list of tasks that are done every day and something like this so what we wanted to do with our timesheet section is make it really flexible so all these different scenarios can be met with with Chapman and I think we've done a really good job of doing that what we do in the settings section if you come to settings um you get a bunch of options over here for the time sheets so if you wanna if you want to track the time uh start time and like you know I'm going to just timer running right now and uh so this is this will become like an entry in the timesheet section an interview over here but if you wanna if I don't wanna do that like if if they just want to say uh check in and check out and like you just want to see when the person logged in and logged out that that's all then then I would have like you know this section of all of this section of this sections off so uh we have Manchester United shows the running time like this uh capture screenshots while working this this is like going to another another um uh extreme level of monitoring um blog uses idle time so how much how long was the keyboard and uh the mouse is not working like you didn't move and stuff like that leave management and all of this uh different uh settings you can do from here and based on this you cannot you can customize the workflow to your own image um now having said that um and we have a very open relationship with our with our employees as well we don't track the time too much and and and uh we'll let's just put more of our trust basis uh but having said that what you do is in the timesheet section uh this is a really good workflow that I wanted to tell everyone about is what you can do is like you can attach you can start a timer or you will not start time or just just like you know uh have one interval going here and within this timer what you can do is you can keep adding tasks so say example I have uh this uh John has been working for five hours uh and this is the this is the time period of depths happening right now now which tasks did you work on on this uh in this uh in this five hour what you can do uh and this is I haven't seen this overflow in any other tools like in the platform but what you can do is you can actually go to the uh let's close the project list you can go to any task and attach the time stream so I'll go here I'll just say uh [Music] so what I can do is I can go to this task and I can say you've got time breaking and when I press this it'll say a timer is running already you want to attach it attach the timer I say yes uh and now what happens is um these tasks are getting attached to my time internal which is really useful because then in a single go you can see what um John has been working on um and you get a list of all of this I'll just show you I'll just attach three tasks uh go back to the timesheets now you can see in this interval uh there are three tasks attached to attach the person now imagine and if you click this you'll see that these two tasks were here now imagine your your team is working on um well this is like you know for today's timesheet and you can see you can have get the live view of what everyone is working on or what I what everyone has worked on so this this like you know uh example like click on there and I can see data this I think it's very useful to see that because then rather than having like you know going to your um staff and saying oh you want to be working on this and that like you know you know all just back and forth you can get live view of what they're working on um and it doesn't have to be like controlled or like they can still have to start the timer and stop the timer they can just log a log an entry here and then say I've worked on these tasks um and one of the thing is like you can actually download this stuff so you can say uh downloads and include task just click here and uh you'll get a whole view of what they've been working on so Ramadan worked on these tasks from the project this duration and so on and at the start time and time and all of this um some of our some of our like companies that have like 10 to 20 or even 30 people working uh people are on the platform they actually practice and then they send this to the client so it's a really easy way of of saying if they're building the client for for their resource then they'll just continue to do that and imagine that happening for the whole week um this makes it really really easy for the clients as well as to make it keep transparency going and to show them what what everyone's been working on and this is a really good we we don't uh use this entirely like this internally uh but a lot of our customers are doing this and they're pretty happy with like you know because it uh apart from being transparent as well they both decide like because the employees and the manager knows exactly what's happening um so that that becomes like a really transparent uh World flow signal and the client as well obviously all right so that's what's that covers uh the timesheets and the attendance um uh side of things and what I want to show there um now let's come to the desktop app it features the desktop app and uh so the desktop app okay we've got a few more people joining in and you can ask questions as well as we go along and I'll try to answer um I can all right so uh when Japan as a whole is divided into three interfaces we call it interfacing so one is a desktop app this is the desktop app uh which you can download on your on your desktop for Windows uh Linux and Mac uh this is the uh we that's the most used app in our in our business because it you know we use it for chatting as well as having tasks and stuff like that then we have the internet portal so this is the internal portal on app.jumppl.com this is where all your team uh all your team is and you can do all the settings
from here and project and then the third is the client portal I'm sure you're aware of your client portal which can be white labeled and it can you can host it on your own on your own platform on your own subdomain so this becomes like you know a front-end uh facing for your client because I've been running an agency for about 12 13 years and the thing is the clients really want to come to your main portal because it's so much uh it has too much information right and they just want to come and they just want to see exactly what what's going on or like you know a really streamlined view uh and then they just want to uh or they want to create a task or something and then they don't have too much time you don't have to spend too much time on them so this inclined portal is a really extreme line process you can uh with all this tabs at the top you can actually uh as you know like you know you can customize these and you can choose which ones you want and which ones you don't want uh okay so what's a couple of I'll show you a couple of nice features on the client portal that you can use for your clients um now one is definitely the job request so job request is I think this will be uh this will become a norm in the near future for all the uh for all the agencies uh right now so job request for what are job requests so for example your client wants to create a campaign how do you do that you send them uh sometimes they email you sometimes you send them a form uh and if you say example they're emailing you that it gets cluttered and um all the information get started if they're sending it to chat obviously that all that information gets created as well how do you translate that to your own team and and and and communicate back to the client and it's all it all becomes a really a big myth uh especially for agencies for example we're running monthly campaigns or or weekly campaigns um and there are multiple ones multiple campaigns happening so how do you manage that uh you can create a Google form or like you know some people use one form and other stuff but I think with the forms is they don't once it's once it's created now the client doesn't get an update on on what's been happening on that the clarity if client has some changes to do they they can't do that because they don't have a login or they can't go anywhere to update that and that's where the job request form the client portal and job plus form coming in where you can actually create a set of a set of types of job requests that the client can create and then the client comes and does that and there's a form involved uh with each job I'll show you an example let's say example uh Let's uh let's quickly actually let's quickly create one so you go the client wants to create a a job request and this can be anything like paid paid a paid ad or content creation or a Blog article if they do that and you can link it up with sub requests as well and based on on all this information uh there can be a custom form that that can come out of this and it's really easy to set up that it's like you know takes takes a takes like less than 10 to 15 minutes to create to create a form link to this as well and when the client creates this this uh job request they created and this actually becomes they get a list of all the ones that they've created like this and this actually becomes a task in the relevant folder so you link it up with the phone with it with the project and this becomes the task in the project so your team internal team gets this request they know exactly like if the client knows exactly what the status of it is the in in the entirely I'll show you give you examples this one uh is preparing the test query environment this one is within the main project um to the product overview yeah so we did the product overview you go here and that's the that's the project that's been linked to this uh this job request so this job requests uh a link to this one and now what we do is we go to uh and this these are all job requests that are coming from the client and and when the status is updated they will get get updated they say they can come in and they can see that that something if they want to communicate on this I'd like you in the team they can do that as well so they can actually come and they can uh comment on this comment here or attach files or whatever they want to do and uh yes [Music] and this actually goes to the internal team and the inside inside the project and they can see uh the tasks here and they can see the task detail first of all they can see all the task details [Music] and then they can communicate with the client on that and the workflow flows pretty easily so this is the uh this is a custom form that they created okay I'll show you um these are all the form um so this actually is if you create a new request let's say per W I say create and this is the form that we created and the form is based on the custom fields of this project so this is a project called bird overview and which has a few custom fields for each class uh CD level custom fields and this will appear when the client is making the filling out the form for the request now all this information goes to the uh the internal internally you go and you assign this task to anyone and they can see all the information uh relating to them and pretty easy so if you want to if for if at the end if you attach your file they'll do that and change the status this way this way the client doesn't have to go to the emails and um or like you know fill out the forms and not not know what's happening with that this has we found like once the client get creates a couple of them they really get used to it and we've been at this has been like you know a very popular uh workflow with the client especially because they know exactly what's happening they can they can they Implement they can talk to the team and they know exactly what's happening uh right so I think I think this will be a really good a really popular uh workflow in the very near future we just have to educate uh our users in in the industry as well on how to uh use this player or or get a hang of it but the clients are absolutely loving it because what happens is uh internally the management your management becomes really easy because these are all the different clients and uh you can create like you can create this uh you can link to this project to all different clients and these job requests will be coming from all over the place like all every client or every uh sorry fifth share on reporter so it actually is these are all coming from different client portals and internally you have to worry about where it's coming from you just have to the team has to deliver this and and the workflow goes on um and it has helped automate a lot of stuff for uh for a few of our clients one of the companies that is using it they they have uh small offices so they don't use it with the client but they have all offices all around Australia two or three people offices uh about like 30 or 40 of them and all their requests come through come through this system so they have a client portal for each one of those offices and they use the same the same one and the internal team keeps delivering uh work for them let's quickly see if there's any questions um no 100 I think uh q a [Music] yep no no question if you have any questions feel free to send them and I will kind of answer answer them all right um okay so this colors are uh next topic that was um okay so I think I jumped over this one I went to job request and updates in Timeline my frame okay so why haven't client portal I'll explain a few others uh things so and I think that's really good in the client model is you can create um so so a few things you can do with the you can uh do the job request only you can link all the projects to the to the client you can have you can share all the folder like files and everything all the folders in there for the client in the client boardroom you can do an invoicing um you can actually do iframes so this is iframes is really good so another very useful thing in the iframes where you can host a few different iframes and create each one of them a different tab for the clients for example this is this is I'm just giving example of a newsletter so mean there is there but you can do stuff like you so you can share Google Docs you can share presentations uh you can actually share analytics as well so you can host like um Google analytics the whole page here so they don't have to go and and that's for each of the client you can do it differently and new so you can just logs in and they go on and they they see exactly what they have to see and then and then uh it it stops from like you know uh sending them reports and everything while they can just log in here and they can they can see see it everything over here another good good thing is the update so what you can do is like you can create and update for the clients uh from here you can post updates you can actually you can also link the uh link tasks as well so I'll just show you you know when I go and select delete stuff please shoot up I there's a menu at the bottom you can see over here flat button post entertainment we do this post in client button and uh let's uh okay update um and the telephone name is acting company it would say um we will we will work on these tasks or just and I'll say happy camping and I said they've mentioned the three tasks that I've attached below and I said create post and and what happened is this will compare if I have in refresh and then the client logs in uh they'll be able to see them so the client logged in and they can they can see um in my post plus all the tasks as well that I mentioned so they can just click here and the details appear over here as well so like you can do that yeah as an example you can say the listed bunch of tasks and say we're going to be doing this this month or this week and the status will change as you change the the task status from internally uh now this is a really good way as you can see like you know for for updates and all this this is save you a lot of time to having to tell the client within like you know a couple of minutes I can I can post a report on this and yeah very easy to uh when you attach the task over here as well um I'm sure people who have uh given the brief for the client they appreciate how how easy this was and how uh how much you can help them as well so so a few things you can do with the client portal there and uh we're adding a few more we're concentrating a lot on the job request because I think this has a really big feature and I think uh it can really streamline the client communication uh and the internal team communication um a lot in the in the next like you know uh six months to a year um we're adding more features to this plus we're adding a few more other things to the clamping group and I think I'll I'll create I'll have another webinar just for the client portal um because it has we have a lot to cover uh there's a lot of stuff we can do with the client portal and I think um and we're finding like even the stuff that you didn't imagine some of our customers are creating um creating workflows that that we we didn't imagine as well and that they're creating by themselves all right you have a question let's see uh yes so uh very easy uh what you can do is uh an email goes out to The Client very easily image it goes out to the client and they can um reply to that email and it'll it'll come in their comments as well so this uh we work you on the reply reply part at the moment and it should be live next week um where very simply you can the email goes out for for this part for email goes out for a job request as well so the client will be attacked like the client uh if you're looking here right so these are the people who are in the client model if the client was involved there then they'll get this email right hope that answers the question all right next let's keep going uh [Music] let's come to the uh next okay so we have another question let's answer this thing if it's on the same topic all right okay sure so I'll uh I'll show you how to set this section so yeah I should have mentioned that um no if I could you so this is in your internal Hotel I should okay so inside your entire report will you get it you'll have a tab over here called uh you'll have a tab over here called sign portals I go over to the time photos over here uh you can do everything to do with the client portal what happens is you can add a client portal here and you name this uh and you can involve invite your own members or invite the client um if the client is already on your platform then you can add them to the new portal otherwise just send them a link uh when this created uh so next you can create um these Dash you can select the items that you want included in the client model link the project to it next example I added product or overviews and this is the one uh and there's a few settings over here and I and in the I think in the next webinar I'll go through all the settings that we have because there's a few of them there's like you know you can customize it to to few things uh this is the one with the feed and you can change the name of the tab so this changes the name of the tab okay so the example uh over here you can see one in the client model you don't have this tablet here so you can change you can name them all differently uh easily from here so I change the name to updates and that's it you create that client problem and it will become [Music] a quarter like this and so you can see there's a few portals they all matched to this one they're all matched to there and yeah you can do that simply hope that answers the questions uh but you can play around with the client portal and you'll find a few things you can do with that again I think I think this is definitely a topic for another webinar so let's just let me honest let's just post it for the client building just for the time all right okay let's move forward uh with uh new features in desktopath all right so this is the latest version that I'm using for the desktop app it is version 1.3.1 it hasn't been released yet and it's coming out probably uh next week early next week uh or maybe even less leadership testing on it uh just this alone this version alone has over 30 improvements that we've done um on on the platform so the desktop app is a completely different platform from this from the internal portal and why we've done this is it's because if you're using like you know if you if you use normally what you do is like you use slack and then you use teams or you use project management differently the workflow is uh the interfaces are different for each for each platform now that's why we wanted to create a totally different desktop app that the the interface is suited for chat and suited for really to do really quick stuff let's say example I I have tagged this project over here I can just quickly jump to that project by simply click clicking here uh or I want to start my and because it's a desktop app it has a lot of capabilities as well a lot of external capabilities for example the screen recorder so I can create a video and share it with my team reducing a lot of time for meetings and stuff like that so is it is I'm getting a video right now and when I'm done I'll just talk stop the video copy the link just answer it to someone or I can just send the video to Someone Like This or what I normally do is I copy the copy the URL and on the brow if I want to send it to someone I'll just put in the browser and it will open up in a new window which is like you might have used like really hard or Loom or stuff like that that's all built in within Jumppl um take it if and and you know you're saving like 10 to 20 dollars a user for for this one just just by just this feature here um I'll show you another uh Next Level to that but uh let me let me see through this so these are all the videos here and you can see the number of views as well and if you want to come to that later and copy the link you can copy the link and then send it to someone so all the videos are over here now in this version in this in this the topology 1.3.1 what we've added is the ability to uh attach a video to uh to a task straight away okay so this is this is why we created the rest of apps so there's no boundaries of what we can do uh now you go ahead and just say screen recording and I want to explain my my teammate what to do and I can just create a video and and send and whatever even send it will get attached straight away to that I'll show you this one now now it's recording you're recording recording and when it's done I'll just need uh [Music] uh I just attached the task to test it to top to the top and there it is so in in the web uh and even our audio as well so if I don't wanna do a screen recording I can I can do an audio as well and I I'll again record this and attach this to the uh record this and attach this to the class straight away so this is a really like nice feature that I always wanted in Jungle and uh there you have it so you can do that other stuff is what you can do is uh on this one so this I can see a small bug here that's why we haven't released it yet but we will take care of this um okay so I can restart the and restart the desktop app from this family issues we just restarted and it it's all uh it all goes back to normal all right so in uh a few other things that we've added the example is and you might have seen this before if I wanna this is a really good workflow that that I really like you know if I want to create a document uh then I want to work on so this is a note or file and just say notes and I'll just save it and I can attach this uh put this in a folder straight away uh right now I can actually go to go here and just pin in this and when you pin it it becomes available over here uh Within the top pins now I can have several of them here and I can just go and edit them straight away here and you also get collaborative editing so if there's a few just like up to three people can simultaneously edit this as well so it's really good for uh for working with your your emergency assistance or or other team members as well on on content writing and stuff like that um you just save it and I'll save it uh just pictures available here and like yeah pretty simple way of creating a document and sharing it with them the new uh desktop app also has this inbox section as well it's already the same inbox section as the one in in the web portal and heaps of other stuff as well I'm sure I'm just saying a few but there's other others just a little time sheets and workloads and we try to bring the workload the same workload over here as well where uh you get all the tasks from that from the prison and this example here uh yeah they'll get all the all the tasks listed so they don't have to go in anywhere else you can still see all the tasks over here all right uh now let's move on to the next topic so screen recording and new features that's done but we have we don't have too much time left now but I'll just quickly go through um service code mostly all these topics here if you have any questions feel free to ask as we go now let's cut uh well at the end you just want to see what's coming in jumppl and uh and obviously the big question strategy PT and AI Integrations everyone's yeah everyone's been looking into this we have also uh started the Integrations already and [Music] and we're happy to take any suggestions from you guys like how how we can integrate it integrate these things not just chat GPD but other AI platforms as well um and how to make the platform much better obviously the automations are there uh as like you know uh automations are there given where we can link it up to all the other platforms and like the uh using chat GPT it makes it really easy to for the system to understand what you're trying to do and then and do that but apart from that like you know we've also looked at uh child supports um on the client portal like you know automating those as well where you where the where the system knows exactly what's happening see with jumppl the whole Vision with creating Japan was to bring all of your all of your data from all of your former projects chat plus uh tasks plus files and everything in one place that becomes a really good and a great tool for to optimize like things like uh AI or top AI on top of that because AI is served with data right and like the better size the more uh AI gets powerful and when you're when you're dealing with a project and you have all the information inside one place um say example you're you're not you're not talking to your client on Skype and then doing the project somewhere else and then doing the email somewhere else and so if we if we are able to make this all happen in one place with with uh with jumppl this will open a lot of a lot of possibilities for the how to how to uh get the summaries out of it and how to how the AI understands what's happening on the project which which can like you know in the future predict what's going to happen next example you've got a uh every every week uh key dates of the year you have campaigns happening right and the next if you set it up from one month one year then the next year it sort of generates those by by themselves and and what not like you know there's a lot of possibilities happening I have been looking at AI for a while um and that's something that we we're gonna be using a lot in our roadmap I'm really open to all sessions that you guys can give to make it better we also in trying to [Music] um so so there's like a bunch of dozens and hundreds of products coming out of uh of uh uh of the GPD like the extensions of chat GPD and we came to uh integrate them as well within jumppl I know people get scared of like the AI but it's a reality like you know you either embrace it or like you know you get left behind them and that's the sort of thing that I have uh uh um I've contributed to that like so we have to we have to really accept that um it's not going away so it won't be like you know it it won't be there anymore so you have to like like in coding as well like you know so we've got um co-pilot Microsoft co-pilot coming out GitHub co-pilot so the code is feeling much easier to write uh a special intervention between here for human as well because we have to make sure everything is right but it makes it making it's giving you a lot it's increasing your productivity so we have to probably eventually uh start using that okay so um updates [Music] all right so yeah so I understand that will be automated um okay we don't have a way of doing it right now I would name it mail to B to send every 30 to 60 minutes okay uh we can look at generating that but is it will it be based on the activity that's been happening or um what do you think it'll be based on and uh we can definitely look into that like you know so and if that's relating to AI you're right about that as well where you know we can uh generate automated emails and other reports and stuff like that uh the first thing that we're going to do okay so that's the first thing that we want to do with jet GPD is your your weekly report that goes out to every uh all of our managers uh customers who are managers that will be uh that will have translation for chat GPT and that's coming out in two weeks time so this is the next Sprint that we're doing very simple uh we already sending a few highlights of the week and we'll send uh we'll send this as well like there so a summary of what's been happening uh for the project for that okay apart from that uh the road uh so just uh yeah so apart from GPT and uh things AI uh we have a new designs as well coming I'll show you the new design so there's been working on uh getting some new designs for example so this is something of what it looks like there's a few screens as well uh they're coming out but this is the layout you can see the top part is a bit different and navigation is a bit different so we'll be working on creating new designs that'll improve and obviously for the client mode level as well we're able to make the clipboard really shine out so you can present to the client easily um and so yeah a few things coming out through the design one of you we've uh in this inter iteration of design we'll try to make everything consistent because I think we uh we are uh lagging a bit on design on making things consistent that's one of the reasons is because we're we're creating stuff so fast that um the design team uh can't follow the developers keep on keep on putting in new features and we're not able to uh keep the designs as consistent um but what we've done what we've done right now I think I am really like you know really really loving where we are at the moment where a lot of the features have been finalized a lot of things are coming along and we can take a sort of a break on the development side of new features but in include uh include like uh design consistency and also uh work on the on making the features stronger that we already have so that will give the that will be happening for the next month or two um and in the meantime this is a really good time where we can make the design consistent consistent for the whole platform and so we have got a new uh make sure you we're working on a new exam guide uh so here somewhere I think well maybe not here yeah so yeah we have a new style guide coming which will make sure that all the design from across the platform is consistent um apart from that um the roadmap is from the mixed uh two to three months is definitely uh improving and putting in chat GPT but AI functions in inside the platform um improving that'll make the work easier for the manager especially and uh the clients obviously like you know and then make the make the whole business more efficient um so that's one thing the roadmap the another roadmap in the CRM and Integrations integration we already have a lot of integration we haven't documented um my fault mostly is we haven't documented the Integrations um on the pages but we have heaps and heaps of Integrations already in there like Shopify you can you can create if we would link to Shopify we link to GitHub uh we link to um oh yeah [Music] in Gmail so okay so I'll tell you I'll tell you what we're working one of the things that we're working on that I'm really excited about is um I can go to the CRM okay so CRM uh is already working and not not not I'm totally refined but what we what we're working on is a Gmail inter uh integration with the with the contacts so uh we have we're almost done with the Gmail like you know I mean the fetching the email if if the person is on the contact list um then to fetch their email and put this in the timeline for the for that for that contact so in the CIS how CM works is uh you create an organization uh so this you create an organization on the customer and then you add contacts to it the contacts are people uh that can be on your client portal as well or they they don't have to be on the client mode and so it's all interconnected with the client portal or Gmail and CRM so it will become uh sort of so all the men all the communication with the client um who can be handled through through jumppl so that's that's our that's our like you know vision for the CRM where it can get uh it'll make client communication much easier um and with achievement integration you can you can set uh we'll you can set the email email that you want to interact with within Gmail say that an email address and all the interaction with that will go on for for the CRM and also linking to the tasks as well for example you want to um um comment is coming from a client and you want to attach that to a task somewhere you can do that uh that that's coming the roadmap that's obviously in the road now uh we have a couple of Integrations with and also WhatsApp as well yeah so WhatsApp is a is a lot of customers obviously using WhatsApp for businesses and for for business communication and we want to integrate uh WhatsApp with jumppl as well uh so the client communication can be smoothed out a bit if you've used a Jumppl's mobile app what maybe we haven't mentioned then we should document all this is you can actually send if you get a message on WhatsApp you can actually forward it to jumppl chat as well I just have to go and like you select uh example from from the apps and then it focuses to the relevant to whichever group or person you want to do do it and even files as well they you can you can transfer the files like that okay so I think we're coming to an R uh and uh We've Spoken a lot about uh the new features and everything if you have I hope this has been um informative session um I would have liked to do it a bit more uh in detail as well but we'll have we'll keep having this webinars um as we go along one thing I want to mention is if you want to contact me on Whatsapp or on mobile just do this on here six one four two one two seven five three five feel free to message me anytime of the day or night and I'll try to answer uh whenever after as soon as I can alright so this is my phone number and you can you can save it send me any or send me a message and let's keep talking on WhatsApp or as much as we can because the more feedback I get from you guys the more we can improve jumppl and make sure that we are building features that are most relevant and they're most helpful for you I've got a lot of um iron and app agency as well so I've got a lot of uh talks about which features we can build and we want to build but it's obviously um you can decide like you know which which are more important all right take a look guys have a good uh weekend coming up against coming up have a good weekend and stay in touch and we'll let you know about the next webinar soon and if you have any questions just email me uh and I'll write my email address example.com uh just email me or uh WhatsApp me and we can say that all right okay thanks a lot guys thanks for questions Marco and talk to you guys soon bye
2023-05-03 12:23
