|
|
The dashboard shows recent activity across all of your active projects. On the right you can control if you see items from just this project or all projects, or just pinned items (items that are marked as important to you) or all items.
You can see quite a bit of information about the messages without ever having to open them. Pinned messages are indicated by gray border. Comments, file attachments, to-dos (attached to a message) and if a message is an e-mail are all indicated by a small icon.
Similar to messages, pinned to-dos are indicated by a gray border. Overdue to-dos have a red striped background. To-dos can have a date and time or just be a to-do to be completed at an unspecified time.
Each of these sections can be expanded or collapsed using the +/- next to the section name. Torch is smart enough to remember these settings when you come back.
Pinned to-dos show up in the event/task drawer. You can expand this drawer anywhere under the project tab.
Messages can be your basic note, an e-mail, a collection of to-dos, a voice mail and much more. You can check-off, edit or pin the to-dos here (or anywhere you see the message). Or you can click on the events to see them on the calendar.
Messages, like comments, can have attached files (which you can download at any time). If the file is something Google Docs understands you have the option to open the file there instead.
Comments can be made on a message. Comments can come from replies to the optional e-mail notifications, directly from this page or, if you have e-mail threading turned on (under settings), Torch will group all further e-mails of the same conversation as comments.
You can drag any event from the main calendar to one of the four small calendars to move it from month to month. Or if you wish to copy, just hold down the shift key.
The large calendar can show you all of your events or the events of any category listed on the right. You might also notice indicators next to some events. These can show if the event is pinned, completed, or is connected to a message.
As an internal user, you can drill down into how someone is spending their time. Costs are calculated by taking the number of hours multiplied by the user's default hourly rate or, if the time is billed, taking the amount directly off of the invoice.
You can also examine financial activity by project. Projects and project categories can have specific budget amounts. If you created the project by accepting a bid these amounts are already filled in for you. However, you can modify them at any time by clicking the edit button.
Quickly viewing uploaded files in Google Docs/Drive is just the beginning of the integration. You can also attach, upload or create Google Docs in your projects. Torch automatically modifies the permissions of the documents to match those of the project. And, when you search, you search the contents of the attached Google Docs.
Use Torch's time, expense and invoice data directly in your Google Spreadsheet. This allows you to build spreadsheet functions that access the most up-to-date information and integrate it into your existing files.
Internal users can tack their time and expenses in Torch. They can use the timer, categorize and edit the time directly from this page. If the time or expense has been imported onto an invoice, Torch gives you a link.
You can also import and export time and expenses. With export options that work in nearly every spreadsheet program (including Excel and Google Docs), you can continue to use whatever application you are familiar with.
Invoices and bids are composed of sections. These sections can be created by importing categories of time, expenses and bid sections. Once a section is imported, you can edit the text and add, edit and/or remove items from the section.
Sections can also be created manually. And, if necessary, apply a tax to the section.
Finally, when you are done with the invoice or bid, you can create a comment and send it to an external user (which automatically gives them access to the project). In fact, you can create an external user while you are writing the comment.
External users can view (or pay if you have setup the PayPal connection) their current and past invoices and bids (of course they can't edit them). You can apply one of our designs to your invoices and bids or create your own with style sheets.
Access your most critical Torch data from anywhere, even if you don't have an Internet connection. Works on many devices, including the Palm Pre, Android, BlackBerry, iPad and iPhone.
|
![[SECURE] File Send](http://www.wbpsystems.com/lib/filesendbrown.svg)
