Easy online project collaboration for freelancers and virtual assistants

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September product updates

September 03, 2008

Fresh from the oven, some new product updates for ClientSpot (all now available):

Search across all your projects - you can now search within tasks, comments, and file names across all your projects, even archived ones.  From the Overview page, click the Search link on the right side of the page under Quick Links.

Reply to comments - you can now add replies to comments to keep a conversation grouped together.  Click the new Post Reply link at the bottom of a comment to view all replies and to add a new one.

User disabling - you can now disable a user from logging into the system without deleting their information.  Edit the person, and click the new Disable link above the edit form.  You can also re-enable a user in the same way.  Disabled users will not count towards your plan user limits.

Affiliate program - OK, this isn’t a product update, but we recently launched a new affiliate program as a way of saying thanks to our ClientSpot customers for helping us spread the word.  You can earn cash for each client or colleague that you refer who purchases a ClientSpot subscription.   Apply now here: http://www.myclientspot.com/affiliate.

 

ClientSpot Updates: Email reminders and more

August 10, 2008

A few new product updates for ClientSpot were recently released:

Email Reminders - (Basic plans and higher) You can now configure email reminders to be sent within 48 hours of a project or task deadline. Reminders can be configured on a per-client basis, so you can use this feature to send automatic reminders to your clients, subcontractors, or anyone else who needs to receive them.

To configure reminders, edit the client company and see the last couple of options under Email Notifications.

Enhanced Email Notification Options - (All plans) We’ve made email notifications more configurable for better control over what gets sent and when. You can decide for each client (and your own company) whether to send notifications when comments or files are added (as well as task and project updates). Administrators can also be copied on all notifications. From the “People” tab in your account, just edit a company to see the new notification options (as well as Reminder options for paid plans).

Add Notes for People in your Account - (All plans) You can now enter notes for any person in your account to list skills, pay rates, etc. for your subcontractors.

We hope you enjoy the new features, and as always, we welcome your feedback!

 

Summer product updates for ClientSpot

June 23, 2008

New product updates for ClientSpot are now available:

More customization and branding options - (Basic plans and higher) You can now use your own company logo on the Login page and the Overview screen.  You also now have more control over the color scheme used for your account to match your website or other branding.  Visit the Settings page (only account owners can access this) to try out these options.

Sync ClientSpot dates with Outlook 2007 and more - (Basic plans and higher) You can now subscribe to your ClientSpot calendar from Outlook 2007, Google Calendar, or other software that supports the iCalendar format.  Each user in your account gets their own private URL to subscribe to only their calendar events.  The calendar currently publishes only the current month’s events.  Visit the Calendar page to try the new Subscribe link on the right side.

Project Templates - (All plans) You can now create a new project using any existing project as a template.  This is great for reusing a common set of tasks, or for recurring projects with similar structures.  View any existing project page to see the new “Duplicate project” link.

We hope you enjoy the new features, and as always, we welcome your feedback!

 

Recent product updates

April 12, 2008

Recent product updates for ClientSpot (all now available):

Support for project-level permissions - you can now choose specific users in your company to have access to a project - perfect for subcontractor use.

SSL support - paid accounts can enable full SSL security for all communications (previously applied only to Login and Billing)

New user email notifications - when adding a user, you now have the option to send them their login information automatically. Can also resend information to existing users.

Automatic timezone sensing - ClientSpot can now determine your current timezone from your computer’s setting, so you can see timestamps on files and comments in your current area, regardless of where you login from.

A User Guide/FAQ is now available from a new Help link at the top right of the application screen (near the Logout information)

     

    Another review of ClientSpot

    April 12, 2008

    Rosanna Tussey, Virtual Assistant and owner of OfficeSupportNow.com, did a nice writeup of ClientSpot on her blog at The Virtual Assistant Connection.

    From the review:

    “If you have ever tried to manage all of your pans in the fire with a generic project management program, you may have been left with a number of work-arounds that you had to create in order to make it work for you. Not very efficient, is it? Especially when efficiency is the name of the game when it comes to being a successful VA.

    ClientSpot is different because it was developed specifically with Virtual Assistants and freelancers in mind. It allows you to handle multiple remote clients effectively, not to mention almost effortlessly. In addition, it provides great value to your clients by providing them with a single place to assign tasks, upload and download files, discuss projects, and monitor progress.”

    We appreciate the feedback, and we’ll keep striving to make ClientSpot even more useful, time saving, and stress-relieving, while staying out of your way.

     

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