Release 14 Update

We are excited to announce the latest set of changes to Touchplan. This release includes upgrades to reports, simplified plan creation and easier promise periods for every plan. All these changes are based on the feedback from teams currently using Touchplan. We will be going over all the details Tuesday, April 25, 2016 at 2pm […]

Written by Touchplan | April 25, 2016

We are excited to announce the latest set of changes to Touchplan.

This release includes upgrades to reports, simplified plan creation and easier promise periods for every plan. All these changes are based on the feedback from teams currently using Touchplan.

We will be going over all the details Tuesday, April 25, 2016 at 2pm EST – click here to join us for our review of the release.

All Users

Reports

The weekly report, 6 week look ahead and Gantt reports are all sortable by role now
Screen Shot 2016-04-25 at 11.51.29 AM

Gantt Report now collapses to roll up to a high level view of the project.

New Plan Creation
We improved the default view for new plans. This new view will allow you to create plans quickly and easily. When you create a new plan you automatically see the Commitment View on the left and Plan View on the right of the Active Line.

Users with Admin Access

Promise Period

We added the promise period to every plan. One of the best ways teams improve communication and accountability is through the use of the “Promise Period.” So we have made it automatic in new plans as well as existing plans. You will see the blue promise area appear for the current week when you activate a column in your plan. The promise period will help your team get started using promises.

You can drag the promise period to adjust the number of days you will be reviewing. Use the Handshake button to lock the promise period (add pins to tickets) and the app will automatically advance to highlight the next promise period. That’s all there is to it! We’ve made it easy for you and your team to get into the cycle of: Review last week, Lock this week, Get ready for next week.

More Ways to Change The Active Line and Milestone Date

You can now click on the active line and milestone line to change the date. Simply click on the line and the date picker will appear! This feature is commonly used to increase your commitment view (left side of the active line) or to change your milestone end date.

 

Creating Additional Space on Either Side Of The Active Line

There are times when project admins need to add more calendar space between existing tickets and the active line to make room for planning upcoming or new work. You can now do this by clicking and dragging the calendar bar on either side of the active line.

Removing and Displaying Commitment View

In new plans there may be times when you don’t want to show the commitment view. When the commitment view doesn’t have any tickets, you can remove the commitment view by clicking “<<” at the top of the active line. After adding a milestone date you can turn the commitment view back on by clicking “>>” at the top of the active line.

We will be going over all the details Tuesday, April 25, 2016 at 2pm EST – click here to join us for our review of the release.

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Touchplan