Rosalie Chassat: Alright, good morning, good afternoon, everyone, and welcome to our January

product update webinar. I’m Rosalie, your host for today, and joining me, as always, is Yannick. Hi,

Yannick!

Yanick Abraham: I was ready, IP 2026.

Rosalie Chassat: Thank you, you too. As always, if we go to the next slide, we also have Natalie that

will be… yeah, there we go. Natalie that will be manning the chat with us today, and the Q&A, helping

us answer any questions that you have. And quickly reminder before we start, on the next slide, we do

encourage you to participate to our polls.

Rosalie Chassat: Also, as we’re showing you different functionalities, please use the emojis to say

how excited you are about those.

Rosalie Chassat: And drop your question anytime in the chat and Q&A. And let’s get started with our

very first poll, if you can take a second to answer this. We want to know if this is your first client

webinar. And while you’re answering this, I just wanted to mention a quick resource that we have that

is new. Before we continue with the webinar. We just launched our new e-learning course.

Rosalie Chassat: called Client PSA Admin Foundations. Great starting point if you’re an admin or

supporting an admin team, so we’ll drop the link in the chat in case you’re interested, you can look at

that afterwards, we’ll include in a follow-up email, but just wanted to mention that. And really exciting,

we have a lot of new, customers joining, so hi everyone!

Yanick Abraham: Yeah, welcome.

Rosalie Chassat: Yeah, a lot, actually. New year, new resolutions. Love it. All right.

Rosalie Chassat: So, today we’re presenting version, 50.11.

Rosalie Chassat: All right. We’re presenting version 50.11, which was released last week on January

13th, yeah. And please note that version 51.1 was actually released today.

Rosalie Chassat: Which, it includes a couple of fixes on Outlook Sync and the Snap workspace. We

will mention it throughout the webinar if it’s relevant, but, today’s walkthrough really focused on 50.11.

Rosalie Chassat: Alright, yeah, let’s move on to the next section.

Yanick Abraham: A lot to cover.

Rosalie Chassat: You’re sending me those little… okay, got it! So, you may remember Clara, our client

live assistant and response agent that we launched last November. We talked about it briefly on that

webinar. As of this week, she can now help you find what you need inside our release notes.

Rosalie Chassat: faster. So, Yannick, can you show us, what that means?

Yanick Abraham: Yes, very exciting. So, yeah, Clara, she’s available from your website, it’s available,

it’s available, she’s available, not sure. And you can ask her a ton of questions, and now she’s

considering information regarding the release. So, for example, what are the upgrade considerations

for 5011? She’s going to be looking in our database, but now she’s able to provide you all

Yanick Abraham: all that information based on a different release notes. So, you see we have 6 today,

so we’re going to be covering those 6 during this webinar. But she also can provide you things like

what is the odd stuff from the last five releases, and now she’s going to also provide you a great list.

Yanick Abraham: And you will see that, that list also, and you have it on the upgrade consideration, but

you have all the description already, but if you want to look at the full link, you have access to that.And as soon as she’s gonna come up with those odd stuff, we have, like you mentioned, the Snap

workspace that’s coming in 50.0, so it’s gonna bring you to that, specific page for that Snap

workspace with all the documentation, so…

Yanick Abraham: Clara, she’s becoming very, very useful. She’s gonna also be able to help you a lot

more with documentation, and we have new stuff we’re gonna be advertising in the next webinar in

regards to our community and our documentation.

Rosalie Chassat: Perfect, and yeah, the direct links, I don’t know if you saw in the chat, we have direct

links to the release notes, which historically was really hard to get those, you had to copy-paste them

really manually, so hopefully it saves you some time next time you upgrade.

Rosalie Chassat: And all right, so let’s move on. Yeah, release notes and upgrade considerations. So,

version 50.11 has 6 upgrade considerations. We’ll walk you through those, as we demo, but you can

have the full list here. And this is what we’ll talk about, so I’ll pass the baton to Yannick for the demo

portion, but yeah, we’ll talk project workspace, task panel, Kanban, My Timesheet, which are the main

thing in

Rosalie Chassat: and resource planning, a few…

Yanick Abraham: A lot of, small improvement, but improvement that should help you go faster, and, to

be, that we can help you do more,

Yanick Abraham: Your business… help you run your business easier.

Yanick Abraham: So, we’re going to start with the project workspace. We’re introducing Teams for a

UI, and we are reintroducing the assignment UI with usability improvement. It’s something that we

haven’t covered in a long time, so I’m excited to show you that now it’s up to par with our other

interface in terms of usability.

Yanick Abraham: So the first thing we’re going to start with… sorry, I’m on the wrong page… we’ll go

back to the Global Workspace, and we’re going to talk about themes, so…

Yanick Abraham: You might notice already in this grid here that there’s some subtle change in terms

of the look and feel, but as soon as I’m gonna expand, maybe you’re gonna notice that we have

dropped the kind of sheet of paper icon that we had in the past, and the folder icon for the collapse.

Those have been removed.

Yanick Abraham: But let me dig in into this specific project, and so we can see more of the changes.

Let me open up my timeline and execution, so with the Gantt part. So you can see now that this Gantt

section has been also revamped.

Yanick Abraham: In terms of the, look and feel, so more a bit rounded box, a different color scheme.

Yanick Abraham: And those teams are being controlled by this picklist here, so we’re looking at

terrace now, but you can switch as well to a dark mode, so if you guys prefer a dark mode, you can

also put it in full screen, so it’s even darker. And we have a material mode as well that you can use,

which is a bit more suiting to the eye, and that’s gonna help you. We might introduce other teams.

Yanick Abraham: Other one that we just scrapped for this first release to keep with kind of the basic

one, but if you have some special requests.

Yanick Abraham: Don’t hesitate to share it, and we might be able to execute it.

Yanick Abraham: So those are…

Rosalie Chassat: Yeah, those ones you can save in your presets as well, as always. Do not every timethere’s something new in the workspace.

Yanick Abraham: Absolutely. Consistency.

Yanick Abraham: So now let’s switch to the assignment UI. So the assignment UI, it’s that on the right

side, and I think we have a survey as well, Rosadi, right?

Rosalie Chassat: We have a, yeah, a quick poll, after you show.

Yanick Abraham: Perfect. So, the idea of that assignment UI that you can trigger here from the listing,

you just need to pick Assignment UI, and it’s showing you all your resources that are assigned on your

project, so those are project assignment on top, and you can see there’s some rate, there’s some role,

you can even go ahead and edit those rates and role if you wanted to.

Yanick Abraham: But you can also see there is some hours listed, so those are estimated hours and

scheduled hours broken down by your people. You can see it here, so you can see, for example, that

Yanick Abraham: In this specific task, Roxanne has 8 hours for an estimated of 9. We’re gonna need a

genre for 1 hour, so I can easily go and add her schedule, add 1 hour or schedule it right here. I can

move, and this is what the improvement is all about. It’s about keyboard navigation and speed of

being able to change those values and go around that grid. This grid is very useful.

Yanick Abraham: When you do estimation at the beginning of a project, when you have, like, all…

maybe just estimated hours, but you want to break it down

Yanick Abraham: by role, so this is a perfect interface to do so. You can also right-click to add a

project assignment, to delete it, or move your cards, your columns from left to right. So this is the

assignment UI. If you haven’t been using it, please do. We haven’t been talking too much about it

because there was some of those glitches with the UI. You could use it, but it was a bit painful.

Yanick Abraham: Now it’s going very well, very excited, very happy about it.

Rosalie Chassat: Yeah, I think the one thing that, like, for me is, like, the bad… is, like, the image that

you have at the top, so before it was really, like, meh, now you have all the images, you can clearly see

who you’re assigning to those tasks, which is the… yeah, that’s one of the new things. Alright.

Rosalie Chassat: There was…

Yanick Abraham: Do you want to go at it with the poll before I move to the…

Rosalie Chassat: That’s fine, that’s fine.

Yanick Abraham: So, let’s move to the next one, which is the task assignment. So, you have that task

panel that you have from everywhere, in every one of our interfaces, you have access to that task

panel here. I’ve clicked the green panel here on the left, but if I click the resource page, I’m gonna…

the resource…

Yanick Abraham: icons, I’m gonna land into the schedule tab, where I see all my different resources

and with their hours.

Yanick Abraham: This is linked with your resource planner. As you all know, those are task

assignments, and you have a schedule underneath your assignments with the start and end date, and

the number of hours. Now we’ve introduced another menu here, which is the task assignment

schedule, to bring you all the flexibility and,

Yanick Abraham: possibility that we have in our other interface, being able to reschedule your

resource, so either based on our standard scheduling or time-based scheduling, so you can now applythose patterns directly from that task panel in here, instead of going into the resource planner, which

we used to have to do for task scheduling, a specific pattern. By default, it’s always doing the spread

across.

Yanick Abraham: peanut butter spreading, but now you are able to change that pattern directly from

that right side panel.

Rosalie Chassat: For that specific feature, by the way, I know assigning a resource can be a pain, or

there’s different ways to do it in client. If anyone starts using this new way, and this is, like, the way

they were waiting for, like, we love to hear that type of feedback, so please do share.

Yanick Abraham: And, I’ve checked with the development team again. We have a new mode as well to

making sure that the resource planner and the GAN don’t

Yanick Abraham: coming to conflict. We already have ways to do so, but we call it the prompt mode,

so it’s going to be a more proactive way of rescheduling your resource, so this, the development is

starting soon.

Yanick Abraham: So this is for the project workspace and the task panel.

Rosalie Chassat: Yep.

Yanick Abraham: Now, alongside the…

Yanick Abraham: project workspace, as you released in the previous release, I think, was that it?

Rosalie Chassat: Yeah, 50.9 in December, we released a public project workspace, yeah.

Yanick Abraham: This being said, now you are able to add logo and branding for those, projects. So,

let me open up that project we’ve been looking at, that,

Yanick Abraham: that, like, May project here. In that… on the project now, and we saw that last week,

you have access to a new field called Public Project Workspace, and there’s another one called Public

Project Preset, so that’s define the look and feel that’s going to be represented by that public

workspace. And if I click on that link, you are able to expose this

Yanick Abraham: it’s any kind of workspace, now I’ve exposed purely the timeline, based on the preset

I’ve selected, but you can expose,

Yanick Abraham: with a unique URL, doesn’t require any login, so it’s, there’s no license linked to that,

so you can now share this. And now you can see that I’ve… we’ve only put a simple logo, but you

have access to your header and footer, so you can brand it the way you want, and you can wrap it as

well the way you want. So if you wanted to wrap it some… in a page or in another way, you can also

wrap it

Yanick Abraham: to make it even a better format. So now you’re going to be able to send this link and

be able to maybe the new changes to play with the template itself.

Rosalie Chassat: I think people were already excited, and any customer that I’ve mentioned it, it’s an

exciting feature, but it’s nice we’ve added those few things, and these are, of course, based on

feedback we received already, so whenever we release something, the faster you give us the

feedback, we can incorporate on the next release, so…

Yanick Abraham: mentioned there was a few new customers with us. So, first thing you do is set up

your foundation, your project, properly manage your project internally. Then you can think of exposing

it. Before, you could expose it with the community, but now you can expose it with the simplest way,

just to expose your timeline or your list of Gantt and chart. You can even have some filtering in there ifyou wanted to.

Yanick Abraham: So you can expose this to your customer as a step one, before jumping in a full-

fledged community, where you can do a lot more.

Yanick Abraham: So, we do encourage you to use that functionality if you are one of our newest

customers.

Yanick Abraham: Okay, moving on, Kanban,

Yanick Abraham: So, we have, new, indicators on the card that show currency percentage and

milestone, and we’re gonna see that we see more information as well on our different views on the

CAD ban, or on our cards. So let me open up that specific project we’ve been looking at before.

Yanick Abraham: Previously, you could only see the owner of the task, so there was only one picture,

so now we’re showing, additional resources that are assigned on those tasks. You can say as well

that the look and feel has been embellished, including that percentage complete that’s now showing

as a,

Yanick Abraham: track bar instead of just a number, and you can see as well that numbers and

currency are now showing properly with locale look and feel, so it’s a lot easier to see what you’re

looking at across our different cards on the Kanban side of things.

Rosalie Chassat: And Yannicky is using emoji in his task name, so it’s even clearer what you’re looking

at. That’s like a…

Yanick Abraham: Before I forgot, there’s another, things that we’ve also showing up on the card now,

is those milestones are also showing as the diamond, of color. Black means there’s some cash

associated to it, while purple means that, it’s purely just a date milestone to track.

Rosalie Chassat: Perfect.

Yanick Abraham: Anything else I’m missing here, Jose?

Rosalie Chassat: Just the coach mark, just a quick mention that, yeah, I don’t know.

Yanick Abraham: So, we’ve…

Yanick Abraham: mentioned this in the past, so now in our interface, again, for the new people, and

that’s why we didn’t see it in my environment, because I did have some preset, but now if you don’t

have any preset on your Kanban, it’s going to show that coach mark, so it’s a guide that’s telling you a

way that you can use client in a more efficient way. So in this case, it’s to create a preset on the

Yanick Abraham: the Kanban itself.

Rosalie Chassat: Yeah, and speaking of preset, we will be adding preset sharing in the Kanban in the

next few months. It’s been added officially to the roadmap, so stay tuned for that if this is something

you were waiting for. And those coach marks as well, every release, I expect, will have, like, their bit,

like, spread across the platform, so yeah.

Yanick Abraham: So we had a lot of effort a few years ago about streamlining how we operate and

how you guys can use the platform, but now, even more so, we want you to use all our feature set. We

know we’re adding a lot, so we want to facilitate that onboarding on new features, not for a new

customer, but for a new user of new features, and those Coach Mark and the documentation, we’ll be

talking next month.

Yanick Abraham: It’s all about, facilitating that for you, for you to onboard on our newest stuff.Rosalie Chassat: And speaking of facilitating life for our customers.

Yanick Abraham: That’s like…

Rosalie Chassat: Like, wait.

Yanick Abraham: So, our calendar, right? Microsoft Calendar, this is the one you’re talking about?

Yeah. So, let’s jump back into our demo environment, and let’s open up my timesheet, and let’s look at,

let me just open up a specific week,

Yanick Abraham: This is a demo environment, so I’m not connected live on my calendar, but the

concept is the same. So here in our My Timesheet, we’ve mentioned in a few releases that we have

that calendar, so it’s syncing your calendar, so you can see your calendar event in…

Yanick Abraham: client, and it’s a good point to say that you are seeing your calendar. It doesn’t

create calendar event in Salesforce, it’s just showing you your calendar year.

Yanick Abraham: And what we’ve just added is that if you add that calendar open, that toggle here,

this is how you can show that and see that calendar. And that gear is how you configure it. And what’s

been added now, it’s the Outlook calendar, so I would say maybe half and half is between Google and

Outlook.

Yanick Abraham: In terms of usage of calendar. So now half of our customer can now benefit from

that cool feature. So you can just add your Google Calendar, with the add button. When you start, you

won’t have this, but you do add, you’re gonna see that card, it’s gonna ask you a few,

Yanick Abraham: A few things to connect, and then it’s gonna make it as active.

Yanick Abraham: It’s syncing automatically, but there’s a Sync Now button. If you ever have any

problem, or if you were on one of the previous releases, and 51… before 51.1 that we just released

today, you might need to hit that remove button and just reconnect.

Yanick Abraham: And it’s the same for the, we had for Google Calendar an event sync issue, so same

thing, just hit the remove button and just press Add again.

Yanick Abraham: Just to reconnect, it’s just a connection thing, so it won’t mess up anything. And the

feature itself is that, you see that I have blue and green event. The green one means that they already

logged on my timesheet, but I can see I delivered that workshop here on Thursday. I can simply just

add it on my timesheet.

Yanick Abraham: I can pick manually for now, automatically, eventually, a project, or a task, or I can

just pick the project. You can see that it’s putting the name of the meeting as my notes in my

description here, and it’s creating that line automatically, so I can easily save and submit.

Yanick Abraham: You can see now it’s in yellow because I haven’t saved it yet. As soon as I’m gonna

save it, it’s gonna turn green, meaning that I’m doing my job of billing all my hours and making sure

that

Yanick Abraham: No money fall through the cracks.

Rosalie Chassat: Let me launch a quick poll, actually, because we did mention we released Google

Calendar Sync before the holidays, now we have the Outlook, so I was just curious to know if, since

we’ve released it, anyone is using the Google Calendar Sync in my timesheet already? Yes, no, but

you’re planning to. Or maybe you were waiting for the Outlook that we’re just showing today, or maybe

you’re just not interested. It looks like a lot of people were, yeah, we’re… you’re right, we’re aboutRosalie Chassat: have half with the Outlook and the Google. I thought it was more Outlook, but…

Rosalie Chassat: All right, well, now after today, everybody, and if you have any issues, I think this turn

on and off remove is just, like, a basic good troubleshooting, solution.

Yanick Abraham: remove it. It’s not, like we said, it’s not creating any event. It did in the first release

we did, we removed that, so now it’s just, visibility only, and it’s when you press that we are creating a

link to it, but it’s, there’s no creation of object or anything.

Yanick Abraham: Cool.

Rosalie Chassat: Right.

Yanick Abraham: We’ve improved as well, hours. In the previous, release, we had some, hours, no,

colors showing, depending on the range and if you’re reaching your targets in terms of billable and

utilization. So now I’m still in the red because I’m… I’m below, my target utilization rate. We had some

feedback, thank you for providing feedback. We were putting red as soon as you were going above

100%.

Yanick Abraham: Now we said, yeah, sometimes we like people doing more than 100% utilization, so

we don’t want it to be red, so now you can configure all those colors, so the same thing as any one of

our color coding, you just need to hit the color mapping, and you’re gonna see as soon as it’s open, it

selects all the color, so you’re gonna find those My Timesheet,

Yanick Abraham: Code colors right there, you can change it there.

Rosalie Chassat: Perfect.

Yanick Abraham: So, and the last one, I think this is going to be very useful. It’s, for a lot of people, so

you always needed to do maths to enter time in client. With time, it’s second nature, you know that 45

minutes, it’s .75.

Yanick Abraham: But now, you are able to enter 45 minutes, so you just need to punch in zero and

then columns, and go out of it. It’s going to convert it, so it’s not… but the input now can take

whatever format, so if you want to do 2 hours 28 minutes, you don’t need to do maths anymore, it’s

going to do that magic for you.

Yanick Abraham: Now, like I said, it’s just a conversion to that value. If it’s a request, I was thinking

about it when I was, like, going back to my demo strip today, so we don’t have a toggle to show in that

format versus the… but if it’s a request, we can eventually maybe bring it in. At least now you can do

it.

Yanick Abraham: And I… and if I’m not mistaken, all of our interface, including the QuickTime, are

also supporting those, those, yeah, as you can see in the legend here, those as well also support that,

that convention of, double duct.

Yanick Abraham: Cold.

Rosalie Chassat: Oh, that was the… oh, yeah.

Yanick Abraham: I’m sorry?

Rosalie Chassat: No, I think that was the quick kebab menu on the left, but maybe that’s not.

Yanick Abraham: Yeah, yeah, true, true. In the past, okay, I’ve logged time in here, and I’m missing

information, right? It’s not providing everything I need in terms of how much estimated hours, so… so

you needed to search or find it back in different ways, so now you can easily just hit that kebab menuhere, that three dots.

Yanick Abraham: to view your project, view your task, or directly, to see the, the timesheet record. So,

this is the,

Yanick Abraham: Again, to simplify your life so you don’t have to search, you can just go and reach

directly to your task or project from here.

Rosalie Chassat: Did you mention the resizable columns as well?

Yanick Abraham: Nope, I didn’t.

Yanick Abraham: I forgot about those, so we can now…

Rosalie Chassat: We’re working on that real estate, that’s what the release is about, like, we’re clear.

Yanick Abraham: So, as you can see as well, it does a better job at reformatting. In the past, it was,

like, a big mess as soon as you were going, like, a bit deeper on a smaller screen. If you’re on a laptop,

sometimes you wouldn’t see anything.

Rosalie Chassat: Holy God.

Yanick Abraham: introduce those, say that again, Jose?

Rosalie Chassat: You had to scroll, horizontally here, weird, yeah.

Yanick Abraham: So now we’ve introduced those sliders, but also it’s more responsive, and we’re

gonna keep getting it even better and more intuitive in the next few weeks.

Yanick Abraham: That’s it for Timesheet now. That is, yeah.

Yanick Abraham: Simple line, but let us stop here.

Rosalie Chassat: It’s enough, it’s enough.

Yanick Abraham: Okay, another thing for, bringing into perspective the data you’re looking at, making

sure that what you’re looking at is,

Yanick Abraham: represent the reality, and again, to simplify your life. So, in the Global Resource

Planner and the Resource Planner, you can spot it already, we’ve introduced here a list of filters that

are applied as some small pills.

Yanick Abraham: That you can easily, for example, let me just add, let’s say I want to see all the

projects in the Play Around account.

Yanick Abraham: So I can just apply my new filter here, and you can see now that account is showing

as related.

Yanick Abraham: as a filter. If I want to just remove it back, I can remove it back. I can clear all my

filters, so I’m gonna see my entire company. And as you can see…

Yanick Abraham: We can save those in presets, so it’s all linked, so if I’m going back to my other

filters or other views, it’s going to show me what I’m filtering on all those reviews.

Rosalie Chassat: I think we had to add this functionality, because every release, we added some filters

and toggles and options for the resource planner, and then we had so many that then we had to…Yanick Abraham: Yeah, we make it a bit more visible, absolutely.

Rosalie Chassat: Yep.

Rosalie Chassat: Alright.

Yanick Abraham: I saw a question from Matt, if we’re looking to reorder the rows of the timesheet.

This is something of interest. I know we’re working on grouping timesheets under the same project

task, so we can have a better summaries of Roundup.

Yanick Abraham: Reordering, it’s an interesting concept.

Yanick Abraham: And,

Yanick Abraham: You can see it. I think maybe sorting, might be something that’s gonna be easier

than maybe just reordering, but…

Yanick Abraham: That’s an interesting question.

Rosalie Chassat: Alright, the next one is really fun.

Yanick Abraham: Survey as a form. Okay, so surveys. Surveys are great for, getting feedback, so we

use survey a lot at clients, so we use survey to send you NPS, so we just sent one, I think, a few weeks

ago, maybe before the break.

Yanick Abraham: But we also use it internally for getting employee feedback at the end of the week,

so every week we send a survey to see, are you happy with client? Is there something you can

improve? You can send a survey when you’re going live, so a post-go-live survey, so there’s multiple

ways of using it, but it’s usually sending it via email to a list of

Yanick Abraham: Email address for contacts, and sending it out for the response. So, it’s to get

feedback.

Yanick Abraham: This being said, there’s other needs, such as, for example, submitting a request for

something, submitting maybe to declare something, like we have our ethic committee, we have a

page that if you notice anything, you can always submit, so it’s a form that you can submit. So it’s not

just feedback, it’s a form, so we have that new functionality now, so if I’m opening up that stakeholder

Yanick Abraham: survey that’s been configured already. I won’t go through what the survey is and how

to configure it, we’ve covered that in the past. But now you have that new link here, survey distribution

URL.

Yanick Abraham: That you can just open up, and you can automate it, and you can send it via a button,

or you can just copy and paste it and send it. And what it does, it’s bringing you to a site page. Again,

no license required for this.

Yanick Abraham: It’s gonna ask for that email address of that person that’s starting that form, so you

can track who’s doing it.

Yanick Abraham: And then it’s going to bring that survey. And then that survey can be seen as a form

and not just a survey. This depends totally to the type of question you’re asking for. If it’s an intake

form to develop a new project, then just put requirements form, an input text box with requirements.

Yanick Abraham: If there’s dates, you just can ask it. In this case, I’ve reused one of our surveys for a

stakeholder. But what this means is that, let’s say you’re doing a workshop with a group of 20 people,

you don’t need to create those 20 contacts to send a survey, you can just send it live during the

meeting, and the customer can go ahead and submit their response.Rosalie Chassat: Thanks.

Rosalie Chassat: We’re wrapping up to our last one, I think.

Yanick Abraham: Yep, the next one is the accounting connector. So we’re keep, keeping to improve

our connector, so now there’s class mapping with the invoice line item in QuickBooks, QuickBooks.

So,

Yanick Abraham: Like I said, we’re always improving our connectors, so…

Rosalie Chassat: Yeah, you can read the release notes for the financial… it’s always easier reading

the release notes, you know exactly what’s new. All right, and before we wrap up, quick housekeeping

on something we teased last time, if you remember, if you were there, the Snap workspace. I’ve been

talking about it to every single customer. So, just FYI, Snap was released today as part of version 51.1,

so this is what I mentioned at the beginning of the webinar, yes.

Rosalie Chassat: We’re not demoing it today because we want to give it the proper time, focus, there’s

a lot to it, so we’ll be doing a dedicated walkthrough on our next webinar, or we’ll do, like, a separate

webinar, but we did want to acknowledge that it’s officially here, so if you do upgrade after today, you

will have this available.

Yanick Abraham: bet.

Rosalie Chassat: Did you want to add anything? Because I know this is your, base.

Yanick Abraham: Yeah, no, but I would, I would say…

Yanick Abraham: we’re thinking of introducing, because we’re going fast, right? And we want to

improve, and we want to be role model, and we want to use it as a first beta customer. We’re

customer zero, so we’re using everything on our side. This being said, we had a small glitch, for

example, the Outlook connector. Because we were a Gmail shop, we didn’t test it in specific

scenarios, so there was some small glitch.

Yanick Abraham: So I’m thinking of introducing a beta period where customers can upgrade to… and

I know that a lot of people here on this webinar, they love to be beta tester, so I’m thinking, and I would

see that Snap workspace kind of at beta stage as well, just as a forward warning. It’s the first time

we’re putting in the end of all our customers, so… see it as a beta stage, but as soon as we come

with the next

Yanick Abraham: webinar, or whatever format we decide to go, all the bugs, if there’s any, will all be

cleared. This being said, the user snap workspace. The documentation is not yet there either, so be

careful with it, but it’s there, it’s useful, it’s very easy to use, you can try it out.

Rosalie Chassat: And we do have the small, release notes, and also for this, like, it’s a separate

interface, so it’s not like it’s gonna mess up anything in the rest of what you’ve got set up, so it’s not

that risky if you want to test it. And yeah, do, if you have any feedback, send an email to support at

client.com, can put in a subject line, Snap Workspace, and just tell us, like, what you like, what you

don’t like, anything, and yeah, that would be useful. And I did launch a quick poll, because I was just

curious to know what you’re excited about.

Rosalie Chassat: In this release, and it looks like, yep, Outlook Sync, of course, Project Workspace, oh,

new teams, nice, and then Snap Workspace, so thanks for taking a couple of seconds to answer, I

appreciate it. And we’ll move on. Yeah, as always, we have our fixes and adjustments. We added the

full list here, and you can see them in the release notes. You can also ask Clara what those are, and

she’ll, like, pop the list for you, if you want.Yanick Abraham: Perfect, and you can access all that from our community.

Rosalie Chassat: And perfect, looks like everybody wants to upgrade, so that’s really good news. I

would expect so, but you never know. All right, so, I mentioned it on the last webinar as well, 2026,

we’re in January, we’re kicking off the year in strength, we have a million features that we’ve already

talked about.

Rosalie Chassat: But I wanted to take a few minutes today to talk about ideas and roadmap.

Rosalie Chassat: So, essentially, we’ve added some of our ideas, they moved to our roadmap, so they

will be developed. We also closed or removed some of the ideas, because they didn’t have enough

votes, sorry. And we’ve also added new ideas for you to vote on, so I just wanted to do a little, like,

recap.

Rosalie Chassat: So good news! Everything you see here was voted by customers in our community,

and then will be developed, you can see when.

Rosalie Chassat: So first, the drag-and-drop reassignment of project and task assignment in the

resource planner, that will be developed. We also have the pick list on new project page, that’s just

making it much faster. We had a lot of people ask for that. Then, if we look at March, so in about 2

months.

Rosalie Chassat: In my timesheet, being able to edit or add lines directly when you’re in common

mode, so I don’t know if you guys are a fan of the common mode, we’ve had that feedback a couple of

times, so you’ll be able to edit more there. In the Kanban, you’ll be able to sort the cards by text and

number fields, not just dates.

Rosalie Chassat: And then in April, we’ll add… I’m not sure about this one, but enhanced vendor

invoicing, that was something that people asked for.

Yanick Abraham: This is a topic we never covered in the webinar, right?

Rosalie Chassat: People voted for it, so I guess.

Yanick Abraham: No, no, no, it’s very useful, we should talk about it during a webinar.

Rosalie Chassat: Ramjol, I’ve been, so insistent with the product team and Yannick and everybody else

on the team, that they finally agreed to put the number one voted idea, in the roadmap, and they’ve

stamped a date to it, so end of Q2, flexible work schedules is coming.

Yanick Abraham: I can really thank Rosalie for that one. She really put.

Rosalie Chassat: It was our most voted one, and it’s good that we’re mentioning it today, because it’s

good in the back of your head for your setup and everything. When you’re gonna be, like, managing

your resource, you will be able to set up multiple ones, so maybe there’s some things you want to wait

until that’s available, but…

Rosalie Chassat: FYI. It’s coming.

Yanick Abraham: We waited, we know it’s useful, we never question it, it’s just it’s a bigger, like, it

seems simple like this, but when you’re dealing with scheduling over across, like, multiple years.

Yanick Abraham: It’s, it’s a…

Rosalie Chassat: Now that we work with AIMIC, nothing’s.

Yanick Abraham: Well, yeah.Rosalie Chassat: It’s football, right?

Rosalie Chassat: Alright, and like I mentioned, we also removed a couple of ideas that we didn’t get

enough traction.

Rosalie Chassat: So maybe we’ll put them again later, but yeah. It doesn’t mean it wasn’t valuable

feedback, so keep sending your ideas, but we have to focus here. And then new ideas open for voting.

So we’ve added 5 ideas, and we will be adding more in the next, months, so keep logging your feature

requests.

Rosalie Chassat: The first one, one request was, that we’ve added, and then after today, you can just

go and vote for them if they’re interesting to you. So, highlighting overdue tasks directly in the

workspace, in the Gantt, so that they, you know, they’re highlighted. I don’t think it needs explanation,

to be honest.

Yanick Abraham: Anyway, just to mention, it’s on the right side, right, on the Gantt itself, because on

the grid, you have that indicator now, if you do.

Rosalie Chassat: Yeah, yeah.

Yanick Abraham: Ask and Skater, you see it there.

Rosalie Chassat: Yeah. Another is the resource planner, so keeping time off visible, but excluding it

from the total, and that one, I put a screenshot so it’s really clear what we mean. But it’s just a, yeah, a

visual thing that it can be confusing the way it is now. We also added a request to improve the task

copy-paste.

Rosalie Chassat: So that the assignee and task assignment are preserved automatically when you’re

copying tasks. So right now, we released a copy-paste a couple of versions ago. It’s copying

everything but that, so…

Rosalie Chassat: maybe if you want that, this is one you can vote for. And there’s another one around

holiday visibility in the workspace timeline that we had, questions about, so right now, in the

workspace, you don’t see anything about holiday. This is something we could develop if there’s

enough votes for it.

Rosalie Chassat: And finally, admin-focused requests to add filtering and sorting to the survey

configuration screen.

Yanick Abraham: And the reports. I would add reports also.

Rosalie Chassat: Yeah, I actually put a note, that’s probably one we’ll add for the next one. The

surveys, like, the actual experience for the customers is great, but if there’s other things, you know,

just keep submitting your feature.

Yanick Abraham: It’s like a dashboard to properly represent surveys, so, yeah.

Rosalie Chassat: Do we even need to log in? Yeah, so log feature requests, especially, I know there’s a

lot of new customers. As you join every webinar, you will see we develop a lot of things, so just keep

logging your feature requests if you want those to be added to ideas and then Roadmap. So this is

where you go, if you have your community user, you just log in, go to the Ideas tab. On the right side,

you have the filters, so you can filter by popular or by more, most recent, if you want to see the most

recent.

Rosalie Chassat: And right now, we have 12 ideas, because we did that little cleanup, but as I said,

we’ll be adding more in the next webinars. And then if we go to the next slide, this is just a reminder.You can see our roadmap live in the community. We update it at least once a month, usually before

the webinar, when I nudge the product team.

Rosalie Chassat: And yeah, little reminder, version 51.1 is available today.

Rosalie Chassat: And 51.2 will be available mid-February. And then I couldn’t even capture in my

screenshot all the things in the roadmap. You would have to scroll down to see the rest. That’s how

much stuff we have on the roadmap. Perfect.

Rosalie Chassat: Okay, yeah.

Rosalie Chassat: Okay, now, quick update. Before the holidays, we did tease you on, the Jira, the

project agent, and the Snap, so we just wanted to do a little recap.

Rosalie Chassat: Alright, so, good news! Some of those have now crossed the finish line. So, first one,

Project Agent is now live.

Rosalie Chassat: So we’ve talked about the project agent before, you can get better Project Insight

guidance, you can ask a couple of questions, you can help you create, projects, and we’ll do much

iterations. If you’re interested to know more, we won’t do the demo today, just contact me directly, or

support, so you… yeah, Rosalie, that Chessa.

Yanick Abraham: I was trying to send some emojis icon, like you guys are doing. I don’t have the

button as a host, but this is very exciting. We launched it. You might have seen we have a press

release out as well.

Yanick Abraham: joint with Salesforce in terms of the way we operate with AgentForce. I’ve been

using it and demoing it. The other demo the other day was, we have a complex project a customer

approached us with in the engineering to order, so I just took a verbal description, typed it, and then

the agent created that project, the task, the description of the task, and

Yanick Abraham: So it’s, it’s working very well. Clara has made a lot of progress. Our project agent is

getting very useful as well, and as you might have seen in the roadmap.

Yanick Abraham: We do have an update task that is coming out. I think it’s already released, but not

officially, but we’re already testing it. Being context-aware as well, so you’re going to be able to chat

with it in the

Yanick Abraham: tasks panel, this is very exciting, so you’re going to be starting to be able to assign

agent on your task, so this would be great. And that press release, I just said, is based on a little bit of

that documentation or project feature spotlight that we have, so if you want to know…

Rosalie Chassat: just, put it in the chat if you’re curious. This is, like, from a few days ago, so you may

not have seen it yet.

Rosalie Chassat: So I have a few screenshots, a few descriptions, and how it can play out, and what

it’s gonna help you out. It’s based on our new documentation template as well, so if you have any

question about it, or any comments, we’re…

Yanick Abraham: Looking forward to it.

Rosalie Chassat: Yeah, and then in the same vein, also a quick update on Jira Sync and Time Tracker

on the next slide. So we did talk a little bit about that last time. There’s two things for the time tracker.

You can log time directly in Jira, and then this thing is just information communicating between, Jira

and client. So if you want to explore doors, again, you can just contact me for more information. We

do also have a blog article, that this one IRosalie Chassat: I believe we shared it last time on the Jira time tracker specifically, yeah, the one

that Yannick is showing. And then for the Jira sync, we don’t have documentation, like, live on the

website, but if you ask me, I will send some documentations, so just let me know. And then, as we

mentioned earlier, the Snap workspace is available as of today. You have the release notes for now,

but that’s also an update. So everything is basically available now.

Yanick Abraham: So, if you’re interested in that… Very exciting.

Rosalie Chassat: Just, li- let us know.

Rosalie Chassat: And then I think we’re moving on to… oh, our conclusion. So, yeah, you can already

register for upcoming webinars until April, so we’ve published the dates already. Invite colleagues, you

can also watch the recording, of course, but it’s always better if you can join live. We will send a

follow-up email after today, that’s kind of a recap of today with a couple of useful links that we

shared.

Rosalie Chassat: And then I’ll just finish with, of course, the webinar feedback. That’s super important

to us, especially if this is your first webinar. We are eager to learn. Was this helpful? Was it not? Do

you have any things you would want to see in the next webinars?

Rosalie Chassat: So please take a couple of minutes slash seconds to answer that. Yannick, I’m

talking a lot in this last part of the webinar. Did you want to add anything?

Yanick Abraham: please upgrade and try the feature, but even more, try Clara for support cases.

We’ve made it work very well for release, and the, all the different odd stuff that we mentioned, and

upgrade consideration, but now we really want to turn it up for everything regarding support. We’re

going to have a new passive documentation coming soon as well, that should help a lot.

Yanick Abraham: This being said, at this point, if you can create cases and let us know, we are

monitoring it, but let us know if you don’t have success so we can improve.

Yanick Abraham: It’s all about improving and getting our rules better, so… and we’re working actively

on it, so please provide feedback.

Rosalie Chassat: And just, like, our support team is not going anywhere, but… and I don’t know if I’m

supposed to say that, but if you write a case, the first thing they do is actually ask Clara about it,

because we’re training her anyways, so that’s what we’re doing anyway, so you can do it first, we’ll do

it, and then we’ll answer if it doesn’t answer properly, but that’s just a funny anecdote, I think. All right,

so hopefully we see everybody on the next webinar.

Rosalie Chassat: Otherwise, we’ll see you on calls and support, etc. And have a great rest of your

week.

Yanick Abraham: Everyone.

Rosalie Chassat: Yeah, that’s it. I’ll leave the… oh yeah, I’ll stop the recording.

Yanick Abraham: Thank you!