Add tasks and projects by email

Jeff Denton

Dec 9, 2011 by Jeff

0 comments
Features, Help

Now you can add tasks and projects to your CreativePro Office account by email! Here's how you do it...

Entering tasks by email (task@CreativeProOffice.com)

 

  1. Send an email to task@CreativeProOffice.com from the email address you use to login to your account.
  2. The email Subject will be the task title.
  3. You can assign team members to the task by adding them to the CC list.
  4. Edit the task parameters by using the codes below.  Make sure you add these BEFORE your task description and put a RETURN after each line.  All of these codes are optional.

 

  • P: or Project: = The name of the project to which to want the task assigned.
  • DS: or Date Start: = The start date for the task.
  • DE: or Date End: = The end date of the task.
  • T: or Tags: = Tags for this task.
  • PR: or Priority: Task priority (1, 2, 3, or 4).
  • H: or Hours: Number of hours allocated for the task.

 

Anything written after the task codes will be automatically included in the task description. A picture is worth...well, you know.  Check it out.

Task email formatting

Entering projects by email (project@CreativeProOffice.com)

 

Adding projects by email is about the same as adding tasks except you send your project email to project@CreativeProOffice.com. Project codes are slightly different from task codes

  • P: or Project: = The title of the project.
  • C: or Client: = Name of the client for this project.
  • DS: or Date Start: = The start date for the project.
  • DE: or Date End: = The end date of the project.
  • T: or Tags: = Tags for this project.
  • S: or Status: Project status. (0: not started, 1: in progress, 2: completed, 3: on hold, 4: overdue)
  • L: or Link: Website URL for this project.

 

So that's it! We hope you find that adding tasks by email is simple and quick.  This feature makes it easy to turn any email sent to you into a task as well. Just forward the email to task@CreativeProOffice.com, add you task codes, and send. In the near future, we'll work on allowing tasks and projects to accept file attachments through email as well.

Thanks for reading!

Drag and drop task ordering

Jeff Denton

Nov 8, 2011 by Jeff

1 comment
Features, Help, News, Development Progress

Now you can reorder tasks simply by dragging them around and dropping them where you want.  You can reorder tasks within a milestone or move tasks from one milestone to another - it works the same either way.  We hope this makes organizing your tasks a little bit easier.

NOTE: Currently you cannot reorder milestones...we're still working on this feature.

Task ordering with drag and drop 

File sharing with clients

Jeff Denton

Apr 18, 2011 by Jeff

4 comments
File Management, Features, Help

Sharing files with your clients has been a glaring omision in the CreativePro Office feature set ... until now! Last week we rolled out some good stuff that allows you to share certain files with your clients and get their feedback messages. Let's check it out.

We'll assume that you already know how to attach files to a project.  Once you have some files attached to a project, you can click on a file to share it with the client.  Shared files will display the little   icon.

Clicking on the magnifier (view) button will display the file view panel for that file as shown below. The file view panel contains some information about the file, a download button, and an image if the file is a PNG, GIF, JPEG, etc.

There is also a message box so you can send messages about the file to your client and team members.

If you send your client a message concerning a file, they will be notifed the next time they log into their account. They will also receive an email containing the message. Clicking on the little disk icon to the right of the message will open up the file view panel for that file.

Clients now have a new tab on their dashboard for Files.  To view their files, they first select a project from the drop-down list.

Your clients can view and comment on a file the same way that account owners and team members can.

When a client comments on a file, you will receive an email message and also be notified when you log in as shown below.

Currently, clients cannot upload new files but this is a feature we would like to add very soon. We hope you find the file sharing feature useful and easy to use.

Thanks for reading!

Project templates are here at last

Jeff Denton

Apr 17, 2011 by Jeff

3 comments
Features, Help, Projects

Perhaps the most requested feature over the years for CPO has been project templates.  Well now you have the ability to copy milestones, tasks, notes, files, team members, and contacts from one project to another by creating a template from a project. 

Project templates are useful for quickly setting up projects that have similar assets and requirements. For example, if you build a lot of Wordpress websites, you will likely have very similar milestones and tasks from one project to the next. You might want to assign the same team members to the project and its tasks. Also, you might have the same contract documents or image asset files that are attached to each of these projects. 

Creating a template from one project and then using it to quickly copy assets to each of your new projects will save a lot of time. Here's how it all works.

First select a project that will serve as the template for future projects.  Go into the project detail view as shown below. Click the down arrow to the left of the project title and click the Create Template link.

A dialog window will show up that allows you to enter a Template name and Description and select which project items will be copied to a future project using this template. Click the Save button to save the template.

Now, when you create a new project you can select one of your templates and all of your project assets will be copied to the new project.

To manage your templates after they have been created, click on the Project templates tab. From there you can edit and delete any templates that you have created.

That's it! We hope this new feature will save you a lot of time setting up your projects from here on out.  Thanks for reading.

 

Invoice PDF's get a nice makeover

Jeff Denton

Mar 12, 2011 by Jeff

2 comments
News, Features

We just made your invoice PDF's a little prettier and a lot easier to use.  Check out the sample below or download the actual sample PDF here.

  • Your business and client addresses are positioned to be visible in a 2-window envelope as shown below.
  • The word 'Invoice', the amount due, and date due are clearly visible above the first fold of the invoice. Also, the dark line acts as a guide for more accurate folding.
  • Totals, discounts, and taxes are more clearly displayed and easier to read.
  • Your company contact information is displayed in the footer of each invoice page.

We really hope you like the new changes! Thanks for reading.

Timesheets get a great new look!

Jeff Denton

Feb 8, 2011 by Jeff

2 comments
Features, Help, Timesheets, News

CreativePro Office has been around, in one form or another, since 2003.  Back then the state-of-the-art for timesheet data entry was the typical week grid that looks something like this...

Old timesheet data entry

"Hey, that looks just like the timesheet I use on CPO version 2!" Yup, you're right.  The point is, as CPO has gone through numerous upgrades and revisions, the timesheet has remained pretty old school and it's time for a change.  Here's why.

The old timesheet user interface (UI) has 1 advantage ... it allows for quick data entry for 1 week IF it is the only place in the system to enter timesheet data AND hours are the only data you're entering.  Anthing more complex and the UI begins to fall apart.  For example, there's no place to view comments without clicking on a comment bubble and the design just looks cramped.

You also run into trouble when introducing other means of entering timesheet data such as the job timer or the up-and-coming mobile app and desktop app (more on these in another post - later).  It quickly becomes unclear how to render the timesheet rows with multiple entry points. If I enter hours and comments through the timesheet UI for a given project/task/day and then enter more hours/comments through the job timer for the same project/task/day, how should that be shown?  Two lines in the UI or combine the 2 entries into 1 line?  It gets confusing fast.

Lastly, as many of our users have noticed, the code is just buggy. Comment popups don't close when you think they should, timesheet rows don't always delete, etc.  This is due to a cludgy and ugly codebase that has not changed a whole lot in about 7 years. 

It's Time for a Change

This coming Friday we'll be rolling out the new-and-improved timesheet UI.  It may take a bit of getting used to, but ultimately I think it will be more intuitive, relatively bug free, and simpler to maintain.  Let's take a look...

The new timesheet UI

Hopefully, the first thing you notice is a cleaner look and more 'breathing room' in the design.  Other than that, the most fundamental change is the shift from project/task focused entry to day focused entry.  In other words, instead of selecting a Project/Task and entering all your weekly hours for that combination, you select a Day and enter whatever project/task/hours you worked for that day. 

I don't know about you but for me, this shift just fits better with my daily routine. The clutter reduction and increase in visible data helps me see what I've done day-to-day with a lot more clarity.

Data Entry

Data entry for this new UI look like this...

Entering timesheet hours

Weekly Summary Views

We understand that a whole-week view is essential as well so we have kept the weekly grid view - it's available when you click the Grid view button.

Weekly grid view

Also, along the right-hand column you will see a bar chart of hours worked, giving a kind of at-a-glance understanding of the week.  Down the road we will include charts to show hours worked per project/task/client as well.

Weekly charts

We believe the new timesheet user interface will be a lot more friendly, informative, and stable.  Look for this to be rolled out by Friday, Feb. 11th and we hope you like it!

Receive alerts for overdue or upcoming tasks

Jeff Denton

Jan 5, 2011 by Jeff

4 comments
Features, Help, Tasks

Task notifications by email are now available within CreativePro Office.  To activate, simply click on the Settings icon in the upper-right, then click the Email tab.  Now look for the checkbox labelled 'Receive email notifications when ... My tasks are overdue or coming due.' Check that box, click the Save button, and you'll begin receiving email reminders.

Two different notifications are sent out for overdue tasks and tasks with approaching deadlines. You'll begin receiving overdue notifications once per week for overdue tasks (more frequently if you have many overdue tasks). You'll receive upcoming notifications once a day if you have any tasks that are due within about 1 week or less.

Task overdue email setting

Exporting your CreativePro Office account data

Jeff Denton

Jan 5, 2011 by Jeff

0 comments
Features, Help, Account

If you've ever felt a little uneasy keeping all of your office data "in the cloud", we rolled out a feature last night that should help set your mind at ease.

Now you can easily export all of your CreativePro Office data to Excel files! If you ever need a data backup for peace of mind or - heaven forbid - you ever need to move on from CPO and find another project management solution, this tool should help a lot. 

Exporting data is simple. First, click the Settings icon in the upper-right . Then click the Data tab. Now, click the Panel labelled Export your data from CreativePro Office as shown below.

Account data export

After a few moments, you'll be prompted to download a ZIP file.  Go ahead and save the ZIP file somewhere and open it up.  You should see a list of Excel files like the list below.  Each data type will be in its own Excel file (e.g. Clients, Projects, Messages, Invoices, etc.).

Account data export

Opening up the Project Excel file as an example, you see that each file includes descriptive column headings.  From here, you can save the file as a CSV or XML document and import into many other project management applications.

Account data export

Thanks for reading.

Timesheets and expenses integrated with invoices

Jeff Denton

Dec 11, 2010 by Jeff

3 comments
Features, News, Hints and Tips

Something we've wanted to do for a long time is to simplify the process of invoicing timesheet entries and expensses. Well this week we made some big improvements in this area.  You can now add expenses and timesheet entries to an invoice right from the invoice form.  Let's check it out.

To add either an expense item or timesheet entry, click one of the buttons right above the invoice item section of the form as shown below. We'll start by adding some expense items to our invoice.

Including expenses in an invoice

Selecting expenses to invoice

After clicking the Select expenses button, a dialog window will appear that allows you to search your expenses for the ones you wish to invoice.

Searching expenses

You can use the auto-suggest search box or search by date range. We're going to do a text search on Computer and see what comes up.

Selecting expenses to include in this invoice

Ok, we found a few expenses and are now going to select the ones we want to include in the invoice. After we're done making our selections, we can either do another search or click the Add selected items button in the bottom left to add the expenses to our invoice.

Expenses added to the invoice

You'll notice that adding expenses will automatically change the Type column to Product by default. If the expense is a service, you can certainly change the Type column to reflect that.

Including timesheet entries in an invoice

Selecting timesheet entries is almost exactly the same except that you can only search by date range.  You must first select a client and project in the invoice form before selecting timesheet entries.

Timesheet search

If any timesheet entries are found in your date range search, you can then select them to be included in the invoice. Click the Add selected items button to include the timesheet entries.

Included timesheet entries

And there you go. No more flipping back and forth between an invoice and your timesheet page to see exactly what it is you need to invoice.

Thanks for reading.

Introducing the new file manager

Jeff Denton

Dec 3, 2010 by Jeff

4 comments
Development Progress, Features, News

We're please to announce a completely revamped file manager in CreativePro Office! In version 1, CreativePro Office allowed file uploads to specific projects - there was no ability to share files across multiple projects. In early version 2, we improved file management a bit by allowing multiple file uploads and file "attachment" to projects, tasks, messages, etc.  However, this solution was not ideal...file uploads did not work well in Safari, files could not be moved to other folders, file/folder management was cumbersome and unreliable.

So what's new?

File upload and management now has a dedicated section within the application and you should see a new menu item called Files.

File menu item

This section is where you will do all of your file uploading, folder creation, and moving files between folders. We have kept the popup file manager that is available on all pages of the application; however, its sole purpose now is for selecting and attaching files to items.

File manager section

Upload multiple files with drag and drop!

Uploading files now is really simple if you use an HTML5 compatible browser like Firefox, Safari 4+, or Chrome.  You simply drag and drop files into the file uploader, then click the Start Upload button.  If you use IE or some other browser that doesn't support HTML5, you can still upload multiple files at once but drag and drop will not be enabled.

File drag and drop uploads

And once the upload starts, you will get an accurate idea of how the upload is progressing and approximately how much upload time remains.

Files are uploading

Moving files and folders

Now you can move files between folders by just dragging and dropping the file onto a folder.  You can do the same thing with entire folders as well.

Moving files between folders

Adding new folders

Adding new folders is now a lot more intuitive.  Just click the New Folder button, enter a folder name and click Save or hit Enter - a new folder will be created within the current directory. A folders can now be easily deleted by just clicking the delete button when you hover over a folder.

Creating a new folder

Multiple file views

Another nice new feature is the file list view.  Instead of viewing your files in thumbnail form where much of the filename can often be obscured, the file list view gives you much more information about the file like who uploaded the file, when it was uploaded, and the file size. You can access this view by clicking the list view icon in the upper-right.

File list view

So what about the old file manager popup window?

It's still around and available on most sections within the application.  However, it is no longer responsible for file uploads, folder creation, or moving files.  The popup file manager now exists so you can select files that you want to attach to certain items within your account like tasks, messages, or projects.

File manager popup

Thanks for reading and please let us know your thoughts about the new CPO file manager!

Project notes are back - and better!

Jeff Denton

Aug 14, 2010 by Jeff

0 comments
Development Progress, Features, Hints and Tips

A few users have wondered what happened to project notes in CreativePro Office 2.  Version 1 users will remember the rather minimal notes feature that allowed you to attach random notes to a project - simple, almost too simple.  Here's the version 1 note entry form...

Entering project notes on CPO 1

Just a plain ol' textbox with a Save button.  And once you saved a note...

Project notes on CPO 1

...you really didn't have any way to edit the darn thing.  If you made a mistake well, delete and start over.

With CPO 2 we decided to amp up this feature a bit starting with a slimmed down WYSIWYG editor so you can add bullets, indentation, and simple font changes.  Links are activated automatically if the link text begins with http:// or https://.

Entering project notes on CPO 2 - better, eh?

We also thought it would be nice to let your clients see some of your project notes so we added a checkbox that allows you to do just that. 

Finally, the finished note complete with creator avatar, date and time stamp, visible to client indicator, and an Edit button!  The Edit | Delete button group appears as you hover over a note.

Project notes on CPO 2

Moving ahead we plan to allow file attachments to notes as well.  We hope you like the new project note feature in CPO 2.

Thanks for reading.

Feature List for CreativePro Office 2.0

Jeff Denton

Aug 10, 2009 by Jeff

17 comments
Development Progress, Features, News

Hi Everyone

Here are some of the features that are going to be included in the new release of CreativePro.  If we haven't said so before, CreativePro Office is working on a new version that will remedy the bugs of the existing version AND include these killer new features:

In the Client area:

  • A new client widget on the dashboard that shows the client list and projects by client. User will be able to click a client name and the view will switch to show projects for that client.
  • Clients will be able to have multiple contacts instead of the 1 contact currently allowed. This will be accomplished by a site-wide contact management module which will provide the contact functionality for clients, projects, and expenses (vendors).
  • Users will be able to import client list in CSV format or a single client vCard.
  • Client dashboard will have total hours displayed for a project (optionally set by account owner) and project status indicator.
  • Client dashboard will have messaging capability for projects, invoices and files that are posted by the account owner (similar to Facebook).
  • Client timezone will be a setting that can be permanently set by the account owner.

In the Tasks area:

  • Tasks can be shared among multiple team members. Team members will receive email notifications of task assignments.
  • Files can be attached to task entries.  Tasks can be reordered within milestones by drag and drop.
  • Version 2.0 will have a much improved Gantt charting system with ability to print Gantt charts.
  • Recurring tasks.
  • Email integration: tasks can be created by sending an email to a CPO email address much like Remember the Milk.
  • Sorting tasks by title, date, assigned to, status will be included.
  • Users will be able to create quick To-Do lists using the task manager - instead of creating a client, then a project, then tasks.
  • The task management system will, over the next year, become more SCRUM focussed so that teams can monitor their time estimates and deliverable dates across many project and come up with more acurate predictions.
  • Tasks will have customizable categories that are color coded for quicker viewing.

In the Calendars area:

  • Shared calendars between project owners, team members and clients.
  • Synch calendar with Google Calendar, allow synch to Outlook through iCal format.
  • Allow multiple calendars with color coding. Allow other customization features like changing the first day of the week and date formats.
  • Upload/Download of calendar entries in iCal format.
  • Show events spanning multiple days.
  • RSS calendar feed specific to each calendar and team member.

In the Projects area:

  • Project auto-archive feature - allow user to set a time span for auto-archive of projects e.g. 3 weeks after project create, or project start.
  • Allow per-project, per-client hourly rates to be set.
  • Show time spent on a project in project detail view.
  • Make project file uploads simpler by using an app-wide file upload system that interfaces with Amazon S3.  Allow for multiple files uploads also.
  • Provide project/task view in a Gantt chart. 

In the Expenses area:

  • Expense and vendor reports.
  • Tie expense items and invoicing together better.  For example, if I guy stock photos for a client it would be nice to list these under expenses but also be available to me when it's time to invoice the client.
  • Hours logged from time sheets can be defined with an hourly rate then automatically set up as an expense and charged to the defined project.  I'm imagining contractor expenses here.  I pay a contractor (vendor) for 12 hours of graphic design - that's technically an expense that then needs to be invoiced. 
  • A recurring option for expenses like web hosting, rent or anything with a fixed and repeating cost.
  • A vendor list that would allow the same contact information and notes seen in clients, but then be tied to a specific project. 

In the Timesheets area:

  • Better time-sheet reports: view by project, client, team member, date range or combination of all variables.
  • Integrated job timer, timesheets and invoices together so you could select a project, start the clock, stop the clock and click a button to have an invoice generated.
  • Export timesheets as PDF, Excel, CSV.
  • Allow embedding the job timer in user websites so that you can have employees log time without giving them CPO user accounts.
  • Allow for multiple timers to be running at once.

In the Invoices area:

  • Individual invoice items can be taxable/non-taxable.
  • Partial payments can be entered for an invoice and CPO will keep track of amount remaining.
  • Invoice payments can be made through PayPal.
  • Recurring invoices for things like hosting accounts that need to be invoiced monthly,weekly,yearly.

This is a limited list of changes that will be going into version 2.0.  These features are in direct response to what users have asked for over the past 2 years that CPO has been active.  It isn't an exhaustive list, but it is definitely an exhausting list.  For those who wonder what the silence is about, this would explain it.

We look forward to our new release and hope you all are enjoying your summer!

First Source Code Patch Available, Data Import Feature

Dec 14, 2008

1 comment
Development Progress, Features, News

Thank you to all the folks who have braved the wilds of our first CreativePro Office source code release!  Because of your bug reports and feature requests we are able to release this first patch to the download. 

http://creativeprooffice.com/site/patches

This patch will bring your installation current with the 1.0.3 release of the CPO source code and addresses the following items:

  • No pop-up calendar on date fields.
  • MySQL error in view project area.
  • Missing icons and button images.
  • Link to Add new Client goes to dashboard.
  • Logo upload in Settings gives an error message.
  • Wrong Timesheet link on the Job Timer.
  • Data import from hosted CreativePro Office account.

Instructions for installing the patch are included in the zip file that you will download.  Look for more patches in the future at the link mentioned above.

One of the big new features that this patch provides is data transfer from your hosted CPO account to your installed CPO software.  Once the patch is installed, go to your Settings area and look for the data download link.  You will need to have your online CPO login information handy in order to download your data.

Much thanks to those who have contributed on forums, in emails and by posting bugs.  Very soon there will be a  development roadmap here on the blog outlining our path to a rebuilt hosted version of CPO that includes all those features that people have been asking for.  Keep your eyes open for it!

CreativePro Office Job Timer

Jeff Denton

May 24, 2007 by Jeff

9 comments
Development Progress, Features

So, the job timer went live on Tuesday night - late Tuesday night - but a full three days ahead of my anticipated delivery date. I'm hoping it's functionality is fairly straightforward so I won't bore you with a lot of details here. There are controls for timer Start, Stop and Reset. You can select a project and a task, add comments and log the hours to your timesheet once the timer is stopped.

Job timer started.

Starting the job timer

Job timer stopped.

Stopping the job timer

Known Issues

There are a couple of bugs worth noting from the outset. If you stop th timer, the elapsed time will show in the Hours text field. However, if you then navigate to another page or reload the page you're on, the elapsed time will vanish. You can quickly start and stop the timer to bring the elapsed time back but your hours really just need to stay there until you reset the timer. The same thing happens with your selected project/task. Those selections are lost if the page is reloaded.

These are relatively quick fixes but I just don't think I'm going to have time to address them before leaving on vacation for the weekend.

UPDATE: These known issues have been addressed. 

Future Enhancements

1. Integration with the dashboard as a widget - this will also provide integration of the job timer with the Netvibes and Google modules.

2. Port the timer as desktop widgets for Mac and PC and as a Vista sidebar gadget. The gadget will log your time online or offline and synch with your timesheet when an internet connection becomes available.

3. Allow multiple jobs to be timed at once. A couple of users have requested this feature but I'm having trouble figuring out how useful this could be. I mean, I can multi-task with the best of 'em but I can't fully do 3 tasks at a time and feel good about billing the entire time for all three. Anyone seeing something I'm missing here? Please let me know.

I'm also fielding input concerning widget technology. I have to admit that the Yahoo! Widgets platform sounds tempting because it's (in theory) completely cross-platform. The idea of building one widget and deploying on Mac, PC and Vista sounds too good. My concern is the adoption rate of this platform. I don't want to force anyone into downloading Yahoo's widget platform just for a job timer. Any thoughts here?

Another idea I had was building something with Adobe's Apollo platform - but again, there's that whole adoption thing to contend with. So, I'm open to ideas - I'm giving myself one week to field comments and do some research before I decide on a technology so let your voice be heard.

Thanks for reading.

Jeff

 

Invoice PDF Download

Jeff Denton

May 12, 2007 by Jeff

0 comments
Development Progress, Features

CreativePro Office Support Forum

Jeff Denton

May 3, 2007 by Jeff

3 comments
Development Progress, Features, News

It ain't pretty yet but the support forum is now online. Please go here to post questions about using CPO, report bugs, check up on bug fixes and all that. You can get to the forum from within your CPO account by clicking on the Help! icon in upper-right header menu (below the CPO logo).

Of course, there aren't many active forum members just yet but don't let that keep you from posting. I will do my best to respond to every forum post within a couple of hours.

One last thing, there are several features that need to be added to the forum such as RSS feeds for topics, email notification of post replies, etc.  These features will be added shortly but I wanted to get some kind of framework in place for having conversations around help questions and problems. 

OK, let's move on...

Why do we still need the bug reporting tool?

The bug reporting tool is still around because it's convenient. If you want to alert me of a bug on the page you're viewing, it's much simpler to just enter a description of the bug in the drop-down window than it is to go to the forum and post. If I think the bug description needs to go in the forum for all to see, then I'll copy it there along with a reply.

Bug entry window

Thanks for reading!

Jeff

Searching Your Office

Jeff Denton

Apr 30, 2007 by Jeff

0 comments
Development Progress, Features

Those of you who have been CPO users for awhile have probably learned to ignore the "search box that does nothing" by now. For a couple of weeks, the Search Your Office feature has been languishing in neglect. No longer! The office search now works so give it a try and let me know what you think.

Office search is available either as a dashboard widget (shown below) or in the right-hand column. Search works identically either place - enter a search term and results will be found from clients, projects, invoices, files, and tasks. Results that are tagged with the search term are listed in their own section because, in theory these should be the most accurate results returned.

CPO dashboard search widget

CreativePro Office Dashboard Search Widget

Another nice feature is the ability to search by tag simply by clicking on a tag in the project, client, or invoice detail views. Clicking a tag, as shown below, automatically opens up the search results box on the right, allowing you to quickly see all office items tagged with the selected word.

Searching by tag on the project detail view

Searching by tag
In the near future, I will provide better search support for files, tasks, team members and project contacts.
Thanks for reading.
Jeff

Introducing Google Homepage, Netvibes Module

Jeff Denton

Apr 29, 2007 by Jeff

0 comments
Development Progress, Features, News

I've spent the past two weeks stomping bugs and responding to user requests for better internationalization support in CreativePro Office. These are, shall we say, not the most glamorous tasks in software development - but they are a necessary part of the process. Anyway, as a reward to myself I spent part of the weekend configuring the CPO dashboard widgets to work in the Google and Netvibes homepages. So far, I'm pleased with the results. Both dashboard modules are identical and they give you access to your CPO tasks, projects, invoices, RSS feeds, notes and del.icio.us links. Look for a Pageflakes module soon as well.

Google Homepage Gadget (showing the CPO calendar widget)

 

Google Homepage CreativePro Office Gadget

 

Netvibes Dashboard Module (showing the CPO Project widget)

 

Netvibes Dashboard CreativePro Office Module

 

Adding the gadget and module

There is a new sub-menu item on your CPO dashboard called Export Your Dashboard. Click this link and you will see Add To Netvibes and Add To Google buttons. Simply click a button and follow the instructions. (I'm not entirely sold on the 'Export Your Dashboard' link title so please suggest a title if you wish.)

 

Export your dashboard

Creating the module

Developing the Google Gadget was easy. All you have to do is create a simple XML file that points to an application page formatted to fit nicely within the Gadget window size. The Netvibes module took a little more work but Chris Cant's Netvibes Mini Module made integration with Netvibes a piece of cake. Thanks Chris!

To learn more about developing gadgets or modules, visit the Netvibes Developers Network and the Google Gadgets API Developer Guide.

Thanks for reading.

Jeff

 

Internationalization and CreativePro Office

Jeff Denton

Apr 24, 2007 by Jeff

10 comments
Development Progress, Features, News

Several users have kindly alerted me to the fact that CPO really needs to support multiple countries, currencies, time zones and other standard internationalization features.   In retrospect, I knew from the word 'go' that this would be an issue.  No self-respecting developer builds a web app without the rest of the world in mind.  So shame on me for not addressing this issue early on - but I was always too involved in getting the core feature set in place and stable.

So, without further delay, I will begin incorporating other countries, currencies and time zones into CPO within the next 2-3 days.  I've already managed to address some UTF-8 character support issues and there's even some talk of providing the application in Spanish and French by summer. 

If you wish to help with translation into other languages, please give me a holler.  

Thanks for reading.

Jeff 

Project Task Dashboard Widget

Jeff Denton

Apr 9, 2007 by Jeff

4 comments
Development Progress, Features, News

Most of the features in CPO are built as I need them.  The discomfort with my current work process becomes too great so I sit down and build something to make my life incrementally better.  Same goes for the new CPO task widget.  No doubt you dislike creating daily/weekly task lists from memory as much as I do.  Heck, I CAN'T create task lists from memory anymore...who am I kidding.  

The task widget is designed to show you a two to three week snapshot of your project obligations in one neat little window right on the CreativePro Office dashboard. To use it, start by selecting Tasks from the Widget Menu.

Select task widget

If you have any projects with associated tasks, your widget should look like this...

Task widget

Clicking the task counter link on the right opens a panel to reveal the outstanding taks for that project...

Showing tasks
 
One of my goals for the task widget was to keep things simple and avoid cluttering the dashboard with lots of useless information. So, the widget only displays tasks that are overdue, due in the next 2 weeks or scheduled to start in the next week.  Ideally, the task widget will only show a small window of project responsibilities so you can focus on what's important.

CreativePro Office and Omnidrive

Jeff Denton

Mar 14, 2007 by Jeff

1 comment
Development Progress, Features, News, Plugs

CreativePro Office has a nice feature that lets you upload files to individual projects and then make certain files visible to your clients. For example, you've just finished 2 Photoshop comps of a brochure for a client. Upload them to the project, make them public and your client can now view the files and comment on them in their client area.

The problem is that this feature is not scaleable right now. CPO currently exists on a shared hosting platform andOmnidrive online storage without venture funding or a solid revenue model, this is the ways it's gonna be for the near future.

For the past few weeks I've been looking around for an online file storage service to integrate with CreativePro Office.  I first looked at Box.net because they are integrated with both Pageflakes and Netvibes .  Box.net provides 1GB with their free plan and they have great API documentation.  However, the API requires that you login to your account at the Box.net website.  That won't work.

Then I found Omnidrive .  They also offer a 1GB free account and their API can be accessed from within CPO - users are authenticated through a REST call.  The only problem I've run into so far is their API docs - they're terrible.  But I'm making some progress and once I get a working prototype, I'll release the PHP API code in a blog post.

Thanks for reading.

Jeff 

CreativePro Office Beta Launches...Finally!

Jeff Denton

Mar 1, 2007 by Jeff

1 comment
Development Progress, Features, Bugs, News

OK, here we go. The CreativePro Office beta officially launches today - no more putting it off. I missed my original launch date by 2 months but a lot of good stuff has happened in that time...

  • Tasks and milestones can now be added to projects,
  • Tasks can be viewed as a Gantt chart,
  • Files can be uploaded to projects,
  • Multiple users (employees, contractors, administrators) can now be added to a CPO account,
  • An integrated bug reporting tool has been added,
  • The app was converted to PHP 5 and lots of code was refactored.
There are still some known issues that I intend to address in the next 2 weeks...
  • The client area needs a lot of work. The client area allows your clients to login with credentials that you assign and view their projects, invoices and public project files.
  • Invoice editing has a JavaScript bug that incorrectly calculates the invoice total when tax or shipping is included.
  • The tasks dashboard widget needs to be built.
  • The task Gantt chart feature has some formatting issues.
  • The Office Search feature needs to be completed.
I'm sure there are other bugs that will crop up once some folks begin hammering the app. But that's what this launch is for. I decided that CPO had come to a point where further development really depended on getting some user feedback.

So, if you haven't already Sign Up for a free account and let me know what you think. Your comments and suggestions are always appreciated.

Thanks for reading.

Jeff

Saying Goodbye to Some Great Ideas...For Now

Jeff Denton

Sep 27, 2006 by Jeff

0 comments
Features, Development Progress, News
I LOVE building web apps which is why I find myself building CPO in my spare time after work much to the dismay of my wife, Heather. Unfortunately, what often begins in my head as a simple idea turns complex once code starts filling the editor window. So, one month into development, I’m forced to decide which of the many ‘non-negotiable’ features make the cut in the January alpha release. Why release in January? I knew early on that I wanted something, anything in production by the New Year in order to start the feedback process.

Now, the hardcore, dyed-in-the-wool software architects among you might consider this approach odd if not outright amateur. Of course you’re supposed to begin with a release date and a functional spec and never depart from either during the course of development. Ok, I have a release date and my functional specs are around here somewhere on a napkin or sticky note – I think. Normally, I start with one primary app module, let’s say the Invoicing module for CPO. First I need to be able to enter some invoices so other portions of the module can be tested with fake data. Oh, but wait – each invoice is predicated on a project so that means the project module framework should be fleshed out a little bit. Now I’m getting sidetracked. A project may have several team members associated with it – do I build the Team module now or wait ‘till later? Alright, it’s not critical to invoicing so let’s leave it for now. Back to the Invoicing module, I’m now trying to decide between emailing invoices as HTML, PDF’s or a link to an online invoice only. What about entering payment information once the invoice is collected?


Getting Real
My suspicion is that many of you construct web apps in a similar fashion. You begin by creating module ‘skeletons’ and then seeing how they might interact. Once the interactions are known, you think about the most user friendly way to render them. All the while you’re writing code for many modules simultaneously until that magic ‘Aha!’ moment occurs and the app begins coming to life. This sub-species of agile development (some might call it hacking) is best described in a quick read called Getting Real by the folks over at 37 Signals.

With provocative chapter title like Ignore Details Early On, Scale Later and Half, Not Half-Assed, Getting Real is quickly becoming the handbook for rapid application development - certainly among the open source crowd. Heck, you can even read it for free.

So, my task for this evening is to sit down and not get up until I figure out which features are must-have's for the alpha launch. If I can stay focused, the list should be up in a day or so. Thanks for reading.

Jeff