Jan Lukacs
Jan Lukacs

Introducing Project Workflows

We’ve launched a new feature to improve the way you organise your work, it’s called Project Workflows. With workflows you can create a set of task statuses that you can apply to any project.

What are workflows?

Workflows are a series of task statuses that produce an outcome. In the context of project management a workflow is defined more narrowly as the movement of tasks through a sequence of actions that are related to a process.

Paymo provides a Default Workflow (To Do, In Progress, Complete), however you can set up custom workflows by heading to Company Settings > Workflows > Add New Workflow. Any time you set up a new project you will be prompted to select your workflow without having to re-create it for every project (existing projects have been automatically migrated to the new Workflows feature, any projects that were using custom columns have been set up as workflows).

We’ve also launched the following improvements

Kanban Workflow

  • the Backlog can be reordered via drag & drop
  • you can display a preview of your attached files (JPG & PNG) directly on the card with the new cover feature (cover images can be shown or hidden via settings)
  • each column is color coded, and these can be edited in the Workflows settings
  • task list names are shown on cards (they can be hidden via settings)
  • all board statuses are displayed in Tasks > Simple View
  • the Complete column shows the most recently completed tasks on top
  • the Company Settings section of the app has also been redesigned with better navigation

The addition of Workflows opens up new possibilities to display your todos, a feature that we’ll be exploring in future updates.

4 Comments on Introducing Project Workflows

Laurentiu Bancu
Laurentiu Bancu

The Process of Choosing the Best Project Management Software

Intro

When we talk about the best project management software, there’s no such thing as “one size fits all” or “the ultimate project management software”. The best project management software is the one that fits your workflow and really helps you getting the job done.

If you own a small project-based business, you know by now that’s almost impossible to manage projects with only pen & paper or spreadsheets (if you can do it though, feel free to share your methodology with us in the comments section). It might work for very simple projects, or in some isolated cases, but as soon as the project gets a bit complicated and several people are involved, you’ll definitely need a software or a combination of several apps (keep reading to see exactly why). (more…)

1 Comment on The Process of Choosing the Best Project Management Software

Marcel Tit
Marcel Tit

How Kunder uses Paymo to make accurate project estimates and schedule their workforce

Kunder Manuel Ibanez

Case study: Kunder
Speakers:
 Luis Hernan (Chief Operations Officer), Manuel Ibáñez (Chief Commercial Officer)
Year of foundation: 2013
Employees: 50
Number of active projects/month: 8
Years using Paymo: 3 years

Company history

Kunder started out in 2013 as a three person Software as a Service (SaaS) company with one idea: to provide companies with feedback tools for their clients. They soon realized though that their prospects weren’t interested in such platforms, yet they were in need for high-quality tailored software development. This led to a pivot and opportunity soon started to knock at their door. The tipping point was when Banco de Chile, one of Chile’s largest banks, contacted them to develop a small solution. After proving their worth, the bank asked them for help on their mobile app. The project was a success and from then on work flowed in from various financial institutions.

(more…)

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Laurentiu Bancu
Laurentiu Bancu

An In-Depth Look at the Top 8 Modern Project Management Tools

Top Project Management Tools

Project management tools have come a long way in the last few years. We thought it was about time for a detailed article about the modern tools designed to support the ways teams work today.

Modern project management tools are a mix of strong functionality, intuitive features and a clear user interface.

We scoured the market to come up with the top 8 tools. These are products that scale with you, let your team manage their projects the way they want to and have a user experience that isn’t… horrible.

The tools that made the shortlist are, in no particular order (click on each one to jump directly to the review):

We’ve extensively tested these tools and we’ve got loads to share. You’ll find out what the benefits are, whether they are right for your team, and what you need to get going. Plus we’ve assessed what you might find missing from each tool so you’re going into your decision with your eyes open.

But first, let’s look at some of the key criteria for choosing any project management tool.

(more…)

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Jan Lukacs
Jan Lukacs

Introducing Smart Scheduling

As promised, we’re back with some exciting updates for resource scheduling. Most organisations still rely on a suite of tools to plan projects, schedule, track time and build reports. This fragmented process makes project managers and planners struggle by juggling different tools that usually don’t integrate well with each-other.

With the introduction of Smart Scheduling we’re hoping to make this process much smoother by suggesting bookings automatically based on previously entered data. Paymo will create ghost bookings for all your assigned tasks with start and due dates – managers will simply have to convert them to real bookings and make adjustments when needed. When creating bookings for tasks with time budgets, the system will now show you how much time was estimated and how much is still available for booking.

The scheduler has now support for employee leaves and company leaves. You can view all leaves on your timeline and easily add leave days to any employee directly on the scheduler. In addition, you can define custom leave types with notes attached (leave days and types can be defined under a new section in “Company Settings” called H.R. Settings).

Other Updates

  • The web timer now runs on the backend, this means that you’ll no longer lose your timer when closing a browser window by accident.
  • The Paymo integration is now available on the GSuite Marketplace; if you’re a GSuite (Google Apps) user we recommend installing it.
  • Project & Task time budget alerts – you can now define a threshold that will trigger an alert when the tracked time for a project or a task reaches the threshold.
  • Import time from bookings – adding time based on bookings is now extremely easy, just head to “Add Bulk Time” and click on the “Import from bookings” link – this will pull all your booked time directly in the timesheet (you can make adjustments where needed).

Coming soon – Scheduler filters, project budgets & available time for bookings.

8 Comments on Introducing Smart Scheduling

Amit Patel
Amit Patel

How to Deal With Project Failure

Project management is a gamble. In business, you make decisions, and sometimes they’re wrong. No matter how solid your plan is, no matter how well your team works together, no matter how much experience you have, and no matter how much capital you have to work with, failure is always a possibility.

When a project fails, it can be devastating: team members can be let go, clients can be lost, and confidence in your company can be shattered, both from the public and from your own team. This article will help you deal with project failure, identifying some tips that should help you pick up the pieces and start again, better than before.

Move Quickly

As soon as you suspect that a project is about to fail, take actions to mitigate the damage. Ideally, you’ll be able to see failure coming, and have some time to figure out what you can do in order to prevent the fallout from devouring your company. This can mean issuing a recall for a consumer product, contacting the financial backers ahead of time to warn them, and in extreme cases, downsizing to ensure your company is lean enough to weather the storm.

(more…)

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Jessica Barrett
Jessica Barrett

Kanban vs Task Lists: How to Determine What’s Best for Your Team

Your team’s communication and productivity depend largely on setting clear expectations about goals and keeping individual team members accountable. Over the last decade, the tech world has spawned a variety of project management tools to support teams in this regard. In response to the increasing demands of modern teams and processes, the market has seen the advent and continued development of tools based on both task lists and Kanban.

Task lists are fairly straightforward — some variation of an itemized list with due dates and items assigned to specific team members. Kanban-based tools, on the other hand, use a system of cards and “swimlane” categories to visualize work in progress.

When you set out to determine which kind of project management software is best for your team, it’s important to first understand your specific needs and team dynamics. Before you start comparing systems, decide which features will be of critical importance to your team based on their current workflows, team size, mobile needs, and industry.

While a task list tool offers teams a simple way to assign and track their work, Kanban tools help you easily see your project as it’s progressing. Let’s take a look at some of the major features both tools provide:

(more…)

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Laurentiu Bancu
Laurentiu Bancu

A New Paymo Integration: Get Paid Through Payoneer

Paymo users now have the possibility to get paid directly through Payoneer.

Payoneer offers a simple way for overseas customers to pay you directly. With one click on the ‘Pay with Payoneer’ button,  the client will have a choice of a  simple, secure, and low-cost way to pay.

Benefits for you and your client

You choose the way you access your funds – Payments are made directly to your Payoneer account. You can then:

  1. Withdraw funds to your bank account in your currency.
  2. You can order a Payoneer prepaid MasterCard® and use it everywhere MasterCard® is accepted.
  3. You can pay anyone in the Payoneer network for free. Whether you’re paying suppliers, contractors, or other freelancers, Payoneer users pay each other free of charge no matter where they are in the world.
  4. Hold funds in your account without incurring any fees and decide how to use them later.

Avoid currency fees – Overseas customers will be able to pay you in their currency, saving them currency conversion fees. For you, it means never losing business due to the hassles of paying internationally.

No hidden fees – In order to know what you’re paying, Payoneer uses the official mid-market exchange rate and employs competitive fees for international payments.
(more…)

2 Comments on A New Paymo Integration: Get Paid Through Payoneer

Jan Lukacs
Jan Lukacs

Paymo Down – Amazon AWS outage

UPDATE: Paymo is up and running again.

We deeply apologize to all of you who were affected by this.

Due to an ongoing situation at Amazon AWS (our cloud provider) all Paymo services are currently down. We’re monitoring the situation and hope to be back online as soon as possible.

12 Comments on Paymo Down – Amazon AWS outage

Jan Lukacs
Jan Lukacs

Paymo Resource Scheduling

After months of hard work we’re back with a mega-update that will make 2017 your best planned year. We’re excited to bring Resource Scheduling to Paymo.

Paymo Resource Scheduling

Now you can visually manage your work, people and time bookings in a beautiful timeline. The Paymo resource scheduling tool will allow you to:

  • click & drag to schedule bookings and assign tasks directly on the timeline
  • check what employees will be working on and how their time is booked
  • easily answer questions like who’s booked and who’s available for work
  • see at a glance which employees are overbooked or under-booked
  • view your schedule timeline by employee or project list, switch between them with a single click
  • the timeline updates bookings in real time, so managers can see booking updates right away without page reloads

The best news? It’s included in your base subscription, you start planning right away, No extra fees – available starting today. We’re not stopping here though, in the following period we plan rapid updates that will add extra features that make scheduling and planning even better.

Other important updates

  • a new way to add bulk time for multiple projects for a whole week
  • you can now toggle email notifications at project level
  • we’ve added support for a new payment gateway – Payoneer
  • your client details (name, address, etc…) can now be added, removed and reordered in your invoice templates
  • added a new filter for assigned users in projects table view
  • email notifications are now sent when a task changes status (columns) in the progress board
  • added a new column in table view that displays Hours Left
  • on the project dashboard, the “hours worked” box we updated to show hours remaining from the total budget
  • hourly rates are now editable in project templates
  • you can collapse rows now in the progress board when the view is grouped by user
  • you can now sign-in to Paymo using your Google Account. (if your current Paymo email address is a Gmail/Google Apps you will be able to login directly by clicking on the “Sign-In with Google” button on the login form. Attention: If you try to login with a different Google email account than the one we have on file the system will set up a new account for you).

Let us know what you think in the comments section below, we hope you’ll enjoy the new features!

25 Comments on Paymo Resource Scheduling

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