This post is meant to answer regular requests we have from our clients about what are the some of the best practice they should know about when using GroupCamp Project to collaborate with clients. Over the last months we have built many features which makes customer collaboration even easier for our clients. This post presents the 10 best practices which have proved to be key in building successful customer projects. Please note that the basic features for client collaboration video can be found in the video at the end of this post taken from the GroupCamp Webinar series and available in the GroupCamp Youtube Channel
I - Invite your clients into projects as guests and customize application settings
As described in our FAQ, there is a key difference in GroupCamp between Users and Guests. By adding your clients as Guests you can easily control what they can or cannot do in the project settings. You might decide that clients should not be allowed to complete tasks or delete files. This can be achieved in Application Settings.
2 - Plan your teamwork so your team is synced on the key deadlines
There is no client project without key milestones. By using the Milestones app and linking them to task lists, your client can see the key steps (and the updates) in the milestones graphic view. The same of course applies to the cross-project view if your client has been invited in multiple on-going projects within your account. By putting themselves as owners of all milestones of a given project, managers will receive weekly email digests of all tasks related to the milestones of the client project.
3 - Don’t start from scratch every time, build a client project template for Files and Tasks
Client projects often follow the same business process. Automation is therefore key to make sure your team can be as productive as possible. By defining a client template project (create a project and call it ‘Client Project template’) you can import files from the template project using tags and you can import task lists the same way.
The GroupCamp team is happy to announce that we have gone one step further for our Gmail and Google Apps users in our integration with Google Docs. As you know, up till now, GroupCamp Project has two main Google Docs integration features which are:1) the ability for users to create a Google Docs file from GroupCamp which is readily shared with all members of a Google Apps domain (for Google Apps accounts) and 2) the ability to link to an existing Google Docs Files from your online projects.
We have now worked on giving you a view of the actual revisions of your various Google Docs file in your Google/Gmail or Google Apps account. And because the magic never stops, you can also decide for a particular revision of a file, in which format you want to import the file into your project. This allows you to easily convert a Google Docs file into PDF or Microsoft Excel, Word or Powerpoint format. We have also implemented for your Google Docs documents, the ability to convert them into .odt or .ods (OpenDocument format) files.
Google Docs revision management information within your projects
In the Files application of your project, you can link to a Google Docs file if your GroupCamp account is linked to either a Gmail or Google Docs Account or if it is installed in your Google Apps domain. To link to a Gmail account, add your Google Account in the ‘My Settings’ section. If you want to install GroupCamp in your Google Apps domain, first go to the Google Apps Marketplace.
As you may recall we now support rich formatting in our commenting system, either online or when using rich text formatting when replying to email notifications. We have also released the new task dropbox address to allow you to create tasks and have the attached files in your email taken into account in your online projects.
- All image files (png, gif, bmp, jpg) are presented with a thumbnails in the Files view. With a preview mode which allows them to be viewed without being downloaded,
- the deletion of comments by users or administrators is now possible under certain conditions.
When a user adds a comment, the comment can now deleted within 15 minutes after the comment has been deleted. This solves issues related to typos or comments posted too hastily..
For Managers and Administrators, comments may be deleted at any time. Please note the following.
- When a comment has been deleted, a message will indicate that the comment has been deleted,
- Comments sent to followers by email prior to the deletion cannot (obviously) be cancelled. Replies to the comments will be added to the thread.
We know how important it is for our users to have strong integration between GroupCamp apps. We have now added the ability for users to add links to shared files in your project from a wiki page.
As shown in the screenshot below, all shared files are displayed with their respective icons. Mail objects which are forwarded to your projects using the project dropbox email are also displayed.
Nos complace anunciarles nuestro último lanzamiento, hemos transformado las carpetas en tags.
Esta nueva función es muy útil para los usuarios que necesitan una estructura más profunda para organizar los archivos de sus proyectos internos o de sus proyectos de colaboración con empresas externas.