New Platform Update: 2023-07-07
July 7th, 2023 - DealRoom Product Updates
Upload larger files - You can now upload files up to 50MB to your deals, an increase from the previous limit of 21MB. This allows you to seamlessly share larger documents and data within your deals.
New GANTT Chart Feature is available! A New, Improved Timeline View 🌟 - We are thrilled to announce the launch of our enhanced Gantt Chart feature, offering an intuitive and visual timeline for effective task coordination, planning, and execution. Here are the key highlights of this upgrade:
Live Dependencies: Easily track and manage task dependencies in real-time.
Easy Timeline Adjustments: Make timeline modifications with ease, ensuring optimal task scheduling.
Dynamic Workstream Visualization: Visualize workstream lengths for quick insights.
Real-time Progress Tracking: Keep tabs on task progress as it happens.
Seamless Task Cascading: Streamline task flow and improve efficiency.
This powerful upgrade provides you with a high-level view of workstreams, enabling you to stay on top of every detail. If you'd like to learn more about this feature, refer to this article: How do I use the Gantt Chart Feature?
Note: If you don't see this functionality, please reach out to your Customer Success Manager (CSM) to enable it for your account.
Delete deal cards directly from the pipeline - Deleting deal cards is now more convenient than ever. You no longer need to open and close a room to remove a deal card from the pipeline. Simply click on the deal card and select "Delete deal" from the dropdown menu.
Filter by Unassigned Tasks - Easily identify tasks that have not been assigned to anyone. This feature allows you to stay organized and ensure that all tasks are properly assigned and accounted for.
We hope these updates enhance your DealRoom experience and improve your workflow. If you have any questions or need further assistance, please don't hesitate to reach out to our support team.
How do I use the Gantt chart feature?
Upload larger files - You can now upload files up to 50MB to your deals, an increase from the previous limit of 21MB. This allows you to seamlessly share larger documents and data within your deals.
New GANTT Chart Feature is available! A New, Improved Timeline View 🌟 - We are thrilled to announce the launch of our enhanced Gantt Chart feature, offering an intuitive and visual timeline for effective task coordination, planning, and execution. Here are the key highlights of this upgrade:
Live Dependencies: Easily track and manage task dependencies in real-time.
Easy Timeline Adjustments: Make timeline modifications with ease, ensuring optimal task scheduling.
Dynamic Workstream Visualization: Visualize workstream lengths for quick insights.
Real-time Progress Tracking: Keep tabs on task progress as it happens.
Seamless Task Cascading: Streamline task flow and improve efficiency.
This powerful upgrade provides you with a high-level view of workstreams, enabling you to stay on top of every detail. If you'd like to learn more about this feature, refer to this article: How do I use the Gantt Chart Feature?
Note: If you don't see this functionality, please reach out to your Customer Success Manager (CSM) to enable it for your account.
Delete deal cards directly from the pipeline - Deleting deal cards is now more convenient than ever. You no longer need to open and close a room to remove a deal card from the pipeline. Simply click on the deal card and select "Delete deal" from the dropdown menu.
Filter by Unassigned Tasks - Easily identify tasks that have not been assigned to anyone. This feature allows you to stay organized and ensure that all tasks are properly assigned and accounted for.
We hope these updates enhance your DealRoom experience and improve your workflow. If you have any questions or need further assistance, please don't hesitate to reach out to our support team.
Relevant Articles:
How do I use the Gantt chart feature?
Updated on: 04/01/2024
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