Custom fields and subtasks available in public collaboration
Public collaboration enables you to collaborate by sharing links to activities and boards with people who don't have Beenia account. We have now extended these capabilities by enabling custom fields and subactivities. For example you can now send a task to your new customers called say Onboarding Checklist which would include subactivities with videos guides for each step of the onboarding process.
Global add button enables you to quickly create new items in Beenia. You can now use it to easily create new meetings without the need to first navigate to the workspace where the meeting should take place.
MyView is the area the enables you to view and organize activities that are assigned to you from across workspaces. From now on this area enables you to access also your meetings and goals and so having everything you are responsible for in one place.
Mass editing now works also inside of list views. Through mass editing you can edit multiple activities at once. You just press command and mark activities you want to edit or use the select all activities options. So far mass editing was available only in board view and inside of goals. Now you can use the same feature inside of list views as well.
When you use the quick search box to search for activities in your Beenia workspaces you can now tell the search field to search also inside of closed activities. After you click on "Show closed activities" you will find also closed activities for your search phrase. Small but requested feature.
The global add button is a neat fast way to create new activities in Beenia. Now also the tag field is available in the new activity creation window. Little but handy feature if you use tags in Beenia.
This is amazing. You can now create shareable links for each of your activities in a similar way to how you do it with Google Docs or Canva presentations. In the context menu of your tasks, click on public access and generate your link. For this feature to work, you also need to enable public collaboration in your workspace settings.
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 activity filters there are now new quick filtering options which dynamically update. So if you set for example the filter for "today" it will every day show the tasks whose deadline is on that day.
Notifications received a brand new design. They not only look better but it is now easier to see what changed on a related task and you can directly access the task detail without the need to leave the overlay window. That way you can respond much faster without the need to switch between workspaces.
We have added a new tag based custom field. It works in similar way as a multiple choice custom field but it enables each user to create new options directly from the task detail.
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.
In your MyView there is a new little but helpful option. You can now decide to hide subactivities. That way you can declutter your MyView by listing only the main activities.
We have change the wording of some elements in Beenia. The teams or team spaces are now called workspaces. The term "teams" was confusing for smaller teams how thought they don't need multiple teams. But each team might need multiple workspaces to organize the work better. The Beenia account you create is now called "account". Previously it was called a "tenant".
You can now embed Milanote into Beenia via the custom apps functionality. In workspace settings click create custom app, choose Milanote and past the embed codes into the field. The Milanote board will then be visible inside of your workspace.´
Add files to new activities via the global create button
When creating a new activity via the global create (plus) button in the left navigation you can now upload or past files to that create activity window. That makes the creation of new activities faster and you don't have to leave the place where you currently work inside of Beenia.
In activity filters there is a new option called "current user". Choosing that it will show the filter replacing the current user option with the user who is currently using the filter. For example if you create a saved filter called "My high prio tasks" using that option, it will show each member of your team their high prio task.
You can now delete multiple activities using mass actions. After you mark multiple activities you will find you will find a delete action in the mass actions menu.
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.
You can now copy or move activities to other Beenia accounts you are a member of. This works for both individual activities or for mass copy / move. In the copy / move dialog you can now choose the destination account.
Calculate goals from any numeric property in HubSpot
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.
When creating a copy of any activity you can now set the name of the new activity directly from the copy window. The makes the copying process much faster. Just click on the pencil and set a name for the new activity.
Link external pages in top bar of your team spaces
In team space settings you can now add links to external pages to top bar of your team spaces. That is very helpful if you want to keep important external apps and files like design files, spreadsheets, presentations etc. easily accessible from the top bar of your team spaces.
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.
MyView is the area which shows activities from all team spaces which are assigned to you. It is accessible through the box icon in the main navigation. We will be adding new features to this area soon. For now we have updated the design for both the list view and the board view.
Mass editing now works also in your personal board view. This saves lot of time by enabling you to edit your inbox of activities in batch and so organise your daily schedules faster.
In your team space settings you can enable, disable and reorder apps for each team space. From now on when you open a team space it will open with the app which is set as first in your app order. Until now the team spaces opened with the activities app by default.
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.
Remove batch of activities from goal via mass edit
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.
Using mass editing you can edit your activities in batches, which can save lot of time. From now on you can use that feature not only to edit your open activities, but the closed activities as well. Just mark multiple activities holding shift and start editing using the mass edit bar.
In your personal activities view team spaces are now linked with your activities. After clicking on the team space link the same activity will open inside of the team space. Small but handy feature.
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".
Filter your activities and save your filters, so that you don't need to setup your filters again and again. You can give your saved views a name and share them with your team mates. Once saved, you can easily switch between your saved views. This is a huge time saver.
Get more focused during meeting by using the new full screen view in meetings. In detail view of your meetings click on the presentation icon and enjoy the clutter free more focused design of your meeting agenda.
You can now not only create new activities from your meetings, but also add existing activities to your meetings directly from the meeting interface. Just type the name of the activity into the activities field and you will see existing activities which you can add. That saves time when building your meeting agendas.
Statistics now look better and are more intuitive. After clicking on each metric in your charts a pop window will show up giving you a quick access to the related activities
In team space settings you can now change the order of custom fields via drag & drop. By doing so you can give custom fields logical or prioritised order, so that it is easier for your team mates to edit them.
Another nice feature to keep your team space clean and focused. You can deactivate apps you don't need in a specific team space. If you don't need for example meetings, goals or other app in a team space you can simply switch it off reducing clutter even more.
You have now more options to customize the icons for your team spaces. You can choose from a set of modern icons, set icon color or add custom team space initials. Icon colors can be used to color code your team spaces - e.g. for prioritization or to signal urgency and more.
Edit custom fields when creating activity via global plus
We have added an option to edit custom fields, when you create new activity via the global plus icon. That way you will save you time by enabling you to enter all needed information in one step.
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.
New user based plans for individuals and small teams. These new plans make Beenia more attractive for individuals and small teams of up to 10 people. Please check the pricing page for more details - https://www.beenia.com/pricing-user-based
Set custom statuses for activities via team settings
You can now set custom statuses for activities via team settings. Before it was possible via board view which let many users to overlook this feature. Using custom statuses you can customise the work process in your team spaces.
The highly expected Zapier integration is finally here. Use it to automate your business by integrating Beenia with over 5000+ apps via Zapier. You can integrate Beenia with Google Calendar, MS Teams or with CRM systems like HubSpot, Pipedrive or Firmao.
New, more intuitive and improved native time tracking. Track time on tasks, approve track times, set time estimates, project budgets & more. Tracking time is now easy with Beenia.
Redesigned account administration and user profiles
Whole new and more intuitive design for the account administration and user profiles will help you customise Beenia to your needs and make your team more focused.
You will now be able to edit custom fields on activities also from your task inbox. Until know it was only possible to edit custom fields from inside of team spaces.
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.
We have launched the first step for the new Beenia home screen, which will allow you to customize what you see by activating and deactivating widgets. Currently, you can view team spaces and activity statistics in the new style. Soon, you will have access to activities, meetings, goals, and more on your home page
The meetings have undergone a refreshing transformation, showcasing enhanced clarity and reduced distractions. Stay tuned for more exciting updates and improvements to this app in the coming weeks.
We have launched a new version of Beenia calling. Besides nicer design and better performance its has powerful new features like meetings recording, Youtube streaming, call quality settings, embedding streams into websites and more.
Another revolutionary update. Create custom apps and keep all your work in one place. Using custom apps you can embed other apps inside of Beenia. For example embed Miro boards, Google Spreadsheets or Canva presentations. Let us know if you would like to embed another apps.
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.
You can now create activities in Beenia automatically via HubSpot workflows. Automatically create tasks for demo bookings, deals, application reviews and more.
Until you were able to sort activities in My Todo by drag & drop which is sometimes not very practical if you have long list of activities. Now you can simply switch sections from the activities detail view.
Assign activities to goals and meetings from My View
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.
If you ever wished to convert an activity into a list with all subactivities becoming main activities, now you can. You will find the option in the context menu in activities detail.
We have executed a first stage of Beenia redesign. Activity board now has a whole new look and feel with cover images for activities, resizable detail view and more.
The public board received a new design as well. We hope to made it more cleaner and appealing for your external collaborators. Available in all Beenia packages.
With one click you can now select all activities in any section and use mass edit features to change list, assign goals, assignees and more. Available in all Beenia packages.
If you activate the collaboration mode for your public boards, your visitors will now have more options to collaborate with you. Among others they now can switch status, close tasks, see closed tasks, attach files and more.
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.
Keeping your colleagues notified should be easy. On the bottom of any activity you can now make your colleagues to followers and so keeping them notified about changes and comments. Your team mates will now also become automatically follower if they add comment to activity or if they become assignee.
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.
Access frequent actions like assigning activity to a meeting or goal, copy, move and other directly on the activity cards without the need to open the detail view.
Assign activities to meetings and goals via mass edit
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 will now have more flexibility when it comes to the look and feel of your boards. You can and choose any color or to add custom image to your project and account backgrounds.
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.
If you work on multiple projects doing similar thinks repeatedly you will love this feature. We few clicks you can copy or move an entire list of activities to multiple projects.
What you could already do with entire lists you can now do with individual activities. Copy any activity to one or multiple projects with just a few clicks.
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