If you employ freelancers, chances are you need to call them regularly to find out how they are progressing on a particular job. If you work as a freelancer, chances are you are called on a regular basis to be asked when you are likely to finish a particular job.

We are in both positions, and have been considering how to adapt adderuppa to allow project and task information to be shared between accounts.

In order to ensure that we build the facility so that it is truely useful to as many people as possible, we would like your feedback before bolting it together. The main points are listed below. You can give feedback either by posting a comment to this blog entry, or by emailing us at support[at]adderuppa.com. This feature will be made live very shortly, so please make your thoughts known if you have any.

General

•  Each account will be assigned a unique ‘Sharing Key’
• The shared information will be limited to Project Name and, for each of its tasks, Task Title,  Recorded Time, Value of that time, and status ( active or complete )
• The information will be viewable only. Accounts you share your information with will have no facility to edit or add to it
• Information is shared on a project-by-project basis
• You can allow multiple adderuppa accounts to view any particular project

Sharing a Project

• A new ‘Sharing’ sub section will be created in the Project Edit page, which only the Account Administrator will have access to
• To share information about this project, simply enter an account’s ‘Sharing Key’ in the relevant box, adding more if required
• For each shared project you can decide whether to display Recorded Time, and whether to display the Value of that time

Viewing Shared Projects

• In order to view Project information belonging to another adderuppa account, you will need to supply that account’s administrator with your ‘Sharing Key’
• A new ‘Shared Projects’ item will be created under the ‘Projects’ tab. This will list Project Name, and who the project belongs to.
• A detailed view of that Project will display the name of each Task assigned to it, its status ( active or complete ) and, if the account owner has allowed it, Recorded Time, and Value of that time
• You will not be able to edit any of the information displayed

We have enabled a new feature which allows you to create a client list in three easy steps.

1. Export the address book from your email client, creating a Comma Delimited, or Seperated, File ( .csv )
2. Go to ‘clients’ > ‘import address book’
3. Upload the .csv file you have just created

That’s it ! This has been tested on Thunderbird and Outlook, with Thunderbird giving the most consistent results.