Archive for the ‘Announcements’ Category

Clearer and More Flexible Plans

Monday, April 26th, 2010

The week sees another release of Milestone Planner, with some new features and a lot of work behind the scenes for a complete new set of features – I’ll write more about that in the next few posts – still in private beta right now. If you would like to join the beta and are interested in tracking resources against milestones, then do drop us a tweet or a message and we’ll add you in.

Our symathies go out to those who caught up in the travel chaos caused by the ash from Eyjafjallajoekull; we trust you have made it back home now! It has certainly pushed remote working up the agenda, and although we weren’t directly affected ourselves, remote working is a way of life for the SocialOptic team. You’ll usually find us with a Skype video conference in one window and Milestone Planner in another. There has certainly been a fair bit of real-time adjustment of plans with the number of  events that were rescheduled. We still managed to get out to a few events in London, and will blog about them shortly – face to face meetings definitely still have their place!

A New Dashboard

Back to the new release. You’ll find much more information on the dashboard. It now loads dynamically and gives a clearer view of what has been done, is due and is coming up next. If you haven’t seen it yet, just click on the projects page and add a new project – so that you have more than one project active. Click over to the dashboard, or wait until you next login; you’ll see it in action.

While you are on the projects page you will notice some other new features. The most visible one is the addition of gravatars to each project in the projects page, so you can see at a glance who is on each project team. We have also tidied the look and feel for the projects page, my milestones and dashboard views, as well as adding a couple of small fixes into the main timeline application.

Passing a Milestone

There is a big difference between agreeing a later date for a dead-line (slipping a milestone) and missing it. Obviously neither of the two are great, but the first is at least a bit more controlled. The difference between them wasn’t that obvious in Milestone Planner, so after much thinking and discussion we have added a new type of history item to record when a milestone is passed without it being completed.

On the morning after a milestone falls due, a message is automatically added to the milestone’s history to show that its date has passed. If you are using the RSS feed, that means that you will receive a message there. So, when it comes to review time, you can see if the milestone was missed then pushed out, as well as slipped or brought forward.

Moving Milestones Between Workstreams

We’ve gone vertical! Well, sort of. As well as dragging milestones backwards and forwards to change the date, it is now possible to drag them up and down, to move them between workstreams. The change is noted in the milestone history, as well as by an event in the RSS feed.

This new functionality makes it much easier to evolve and adjust bigger plans. The first iteration of your plan can be built without having to worry about workstreams, simply add milestones as you think of them. Then create workstreams and distribute the milestones, simply by dragging the milestones into them.

It is also useful for larger plans, where you want to ‘refactor’ them. Adding a “key milestones” workstream and dragging the most important milestones into it has become popular in the SocialOptic offices. Remember, if you are the project owner, you can also re-arrange the order of the workstreams, simply by dragging them up and down. In the case of the “key milestones” workstream, it seems to make sense to have it at the top, so we simply create it and drag it up there.

Happy to be Blue – Blue Means Done

Blue has always meant ‘done’ in Milestone Planner, however it has become less obvious since we removed the old-style dialogues and added in place editing. But blue is back! We’ve made it easier to remember that ‘blue’ means done by adding a new icon when you click on a milestone, with a nice blue tick. Thank you to @jenniwheller for reminding us that it wasn’t as obvious as it used to be.

We have also given the ‘time line‘ a bit of a blue tint too. As well as being ‘blue means done‘, it also makes it easier to see on low contrast screens, or if you are outside working in the sun – a bit hopeful in the UK in April, but we like to look on the bright side! While we are on the subject of the sweeping time line, it now also sweeps all the way to the right when you mark a project’s last milestone complete. It might just be because I’ve watched one episode too many of Dr Who, but it does give me a little buzz as it whizzes across the screen.

Feedback, as ever, is very welcome. Share and enjoy! Almost all of Milestone Planner’s biggest fans come via personal recommendation from people like yourself, so please do share, tweet, blog and generally spread the word.

Milestones to Talk About

Friday, January 29th, 2010

The week started with a major update to Milestone Planner that gives a taste of where we are heading. There are lots of new features, and it’s been fun to hear how people are using them already. I’m not going to list them all, but  I will pick out a few of the big ones:

  • Edit milestones – no more pop up box! Just click the title to change it. Click the Milestone ‘triangle’ to pop up the status chooser and select red, yellow, green or blue (completed) – or delete the milestone. It’s whizzy, you’ve got to try it!
  • See the owner – click on the person icon and choose an owner for the milestone. Type a name, and click ‘invite’ to bring them into the project. If you hover over the milestone owners’s name, any milestones belonging to  that person will glow. You might want to zoom right out on the timeline for the best effect!
  • Scroll Wheel Support – for those of you with mouse wheels and track pads, you can scroll up and down using them.

A Greater Sense of History

The biggest change has been to how “history” is handled. When you hover a mouse over a milestone, it will reveal the when the milestone was last updated, and what the most recent change to the milestone was – with little icons for date, owner, text update, etc – and who may the update. If you click on the “Show history” pull down, you can see more of the change history:

In the Standard Edition of Milestone Planner, you have the last few changes, in the Professional Edition you have access to the full history since the milestone was created. You’ll notice the history isn’t just what happened to the milestone (created, slipped, status change, …), it can include an explanation or comment as well.

Whenever you update a milestone, the history box will pop up and ask you for a comment. It is optional, but sometimes it is helpful to add an explanation. For example, if I slip a milestone back 5 days I might want to add a note to explain that it will be late because Dave has been stuck at home in the snow. You can also add a URL into a note, for example linking to a relevant document or an image. The link will be hyperlinked in the history view.

Conversations Around Milestones

As you see, your team can now have conversations around any milestone, interwoven with the changes to it. The conversation is kept in one place, so everyone working on the milestone can see who and what is being affected by what they are working towards. This makes it much easier to distribute the management of the project, but ensure that things still remain on track. Even users with standard access to a project (who can’t add or move milestones) can add comments.

Conversations Face to Face

That’s probably enough of a brain dump for one post! Starting next week is Social Media Week, with events all around the world  - It is going to be great (I might have a slight bias). I’ll be at Social Media Week London (event schedule herethe tickets are almost all gone) and speaking at “Social Media in Enterprises”  on at Cass Business School on Tuesday (more detail on the Business Two Zero blog) and “Social Media Measurement” at Sun’s offices on Friday. Do come and say hello – I’m always very happy to chat about Milestone Planner!

Keep your browser warm, there’s more coming very soon!

Milestone Planner Getting Serious

Monday, December 14th, 2009

Take-OffAre you going all serious on me? Well, the answer is yes. We’ve always been very serious about Milestone Planner and now things are moving up a level.

When you next logon you’ll notice that the “Beta” button has gone. For  many services, being in perpetual beta is a fine fashion statement, but  we have a large number of users managing big projects within Milestone Planner, and we’d love more, so it’s officially time to come out of beta.

Being out of beta doesn’t mean we are perfect though – if you do see a hickup, then give us your feedback. There are so many permutations of browsers, operating systems and plugins, there there is always the occasional surprise. You’ll find we get things fixed very quickly if there is an issue, and that we are definitely still adding new functionality.

A number of users have asked us for premium features, so we’re opening that option up more broadly to users of Milestone Planner. The free service will remain as is. Create as many projects as you want and invite as many people as you need to manage the projects . The ”Professional” option adds full SSL support and full Milestone history for  users that have upgraded.

We’ll be adding in more features in the coming months, so  as an incentive to get in early, we have set up an 80% discount code, which gets you a whole year of Milestone Planner Professional for £19.80. Simply head over to the store – click “upgrade to Professional” and enter launch2009 as your discount code. If you are new to Milestone Planner, you’ll want to sign up and give it a try first. If you are upgrading an existing account, just use the same email address you normally login with and you are away.

The offer is only open to the first 200 people [a few left but only a few days left] who register after this post and before the end of december, and if you want to share the code via Twitter or via your blog, then that’s great with us [drop us an email and we'll send you a code].

If you’re a bigger business with lots of users, we have two other offers that might be of interest to you – drop us a line and we’ll tell you about them.

Welcome!

Wednesday, September 23rd, 2009

There always has to be a first one, and this is it! We are starting something new at SocialOptic, and it’s not just this blog! We hope you will be part of the journey as we work together to change the way that we work together.

For now, if you are a Twitter user, you can follow us there: @SocialOptic or do subscribe to this blog’s RSS feed.

We are building social software for social business, supporting digital conversations that get more things done.

We’ll share more as it happens, right here.

-Benjamin, Jim and the SocialOptic team.