Product Updates

Goals now have custom statuses. In workspace settings you can now define the statuses for your goals in similar way as you already did for activities. Use your own color code and help your team focus on the goals that matter most.

In goal reports you can now see how many and which activities were closed and when. To see which activities where closed you just need to click on bars inside of the chart. This enables you not only to see how productive your team was in relation to a specific goal but also to learn what drives your goal KPIs. (e.g. number of active users) This moves Beenia from pure work management to a strategic management solution.

When sorting and filtering activities added to a goal you can now save your filters. The filters can be saved just for you or if you are a lead in a workspace you can save the filters for everyone. That saves lot of time and increases focus for your and your team mates.

We have massively extended the capabilities of the Beenia integration with HubSpot workflows. It now enables not only to automatically create activities but also goals, meetings, team spaces, member invites and more.

The goal tracking using HubSpot data is now much more flexible. You can use any numeric property in HubSpot to calculate your goals. To do that just add the ID of that property into the Property ID field.

Set frequency to automatically update your goals from external data sources. That eliminates the need to manually update your goals and keeps your progress statistics accurate. In detail view of your goal click on "Get data", activate automatic updates and choose the frequency.

We have added the ability to set start dates for your goals. Using start dates and end dates the goals tracking is now more flexible. The feature makes it easy to show your goal measurements just for the date range you need to track.

We have extended mass editing by the option to remove multiple activities assigned to a goal. This can save lot of time if you use manual activities matching for some of your goals.

Context menu is now available also on closed activities inside of goals. That makes editing of closed activities much faster.

This is huge. Automatically match activities with goals using rules. So far you had to manually add activities to goals. Now you can set flexible rules which will do the matching for you. Navigate to detail of your goal and in the actions menu click on "Set rules".

Sort and search activities added to a goal by status, assignee, list, priority and more. Drive attention to activities that most important.

You can now mass edit activities added to a goal. Click on command and mark multiple activities. After that you can use the mass edit panel to do mass actions like setting deadline, changing assigned, task list and more.

Search has now new look and feel with additional capabilities like search for meetings, goals, filter flexibility and more.

When it comes to deleted items you can now find and restore not only deleted activities but also goals and meetings. The trash bin comes also with a new look and with the option to see detailed view of each deleted item.

This is powerful update. You can now see how your goal evolve over time. And not only that. Your values are compared to optimal trend and you can also see activities drive your metric.

The goals tracking section has a new modern design.

Now you can reorder the structure of your goals and subgoals via drag and drop.

You can now reorder activities added to a goal which and use it to prioritize those activities.

So far you were just able to add activities to goals and meetings from a team space (former project). Now you can assign activities to goals and meetings also from MyView (former My TODO). The activity needs to be connected with a team space first to enable these options.

So far you were able to create metric based goals. Now you can create also activity based which measure progress based on the completion of activities assigned to a goal.

You have now multiple options to handle activities which you have connect to your goals. For example change kanban status, switch list, change deadline and more.

You can connect Beenia goals to an external data sources like the HubSpot CRM. Now you can update all your synced goals with a single click on the re-sync button.

By holding ctrl (PC) or command (Mac) you can select and edit multiple activities at once. We have now add the option to add activities to goals and meetings via this mass edit feature.

You can now update your goals automatically using data from your HubSpot CRM. Activate the HubSpot integration in project settings and choose data source on your goals,

You can now create and track goals inside of Beenia. Once you craete a goal you can start to assign activities to that goal. This makes it easy for your team to tie activities to goals.