New

  

Workspace now enables you to easily schedule a video call with byDesign team members or initiating a group video call.

In order to schedule a group video call, you need to log in your Workspace, go to Messages, click on the icon with a video symbol on the upper right corner just next to your profile. Thus, a video scheduling flow will be triggered and you can select the date and time.

If you want to schedule a video meeting with a byDesign team member, you need to go to Messages, right hand side panel with your profile photo, Your team section, click on the video icon next to the byDesign team member´s name.

 

New

  

We configured privacy rules to protect critical information shared throughout the users/client flow. We´ve set up privacy rules on all sensitive data.

 

Fix

  

We hide recurring request option if it does not comply with our recurring requests logic.

If the client enters a due date greater than 7 days, then the weekly recurring request won’t be available. Hence, the weekly recurrence is only available to request with a due date of less than 7 days.

If the client enters a due date greater than 14 days, then the Weekly and Bi-weekly recurring request won’t be available.

If the client enters a due date greater than 30 days, then the Weekly, Bi-weekly and Monthly recurring request won’t be available.

 

Fix

  

Clients, using Workspace in Responsive mode, can now easily see whether they have requests to approve. We show an icon for requests to approve when workspace is responsive. Client can click on it and land to all RFA requests from the Requests list.

 

New

  

New clients now receive an automated notification message (for first three messages) so that they will know when their first requests are complete.

 

New

  

byDesign team members will not be able to mark a client´s request as Ready for Review unless they fill their respective time worked on the request in hours and minutes.

 

Fix

  

byDesign team members can now download files from Client Profile Module.

 

Fix

  

All requests are clickable from Client Profile Module.

 

New

  

byDesign users can now preview files (e.g. brand assets) in Client Profile Module.

 

New

  

Clients can now duplicate an existing request in Workspace. Once you open an existing request, then click on the plus sign on the upper right corner of the request. You will see a confirmation message and your request will be successfully duplicated.

 

New

  

When you open a request in Workspace, all files will be shown in two separate sections, Client Files and Internal, so you can easily differentiate the files, their owner and when they were last updated.

 

New

  

A link in the comment of a request is now clickable. Once a user adds a link in a comment, then they can click on it and open it. Now it´s easy to access Google drive or any other links directly from a comment in a request!

 

New

  

Client success manager can now enable an automatic reminder message for clients who do not have any recent requests.

To enable automatic reminder messages that clients will receive on Monday to prompt them create a new request, just click on Monday messages on the left hand side of your Workspace when you access from a desktop device.

 

New

  

byDesign team members will not be able to submit a request as Ready for Review unless they log in their work time (in hours or/and minutes, 0 values are accepted).

 

New

  

When a client clicks on the cancel button of a recurring request, then they will see a notification that their recurring request will be cancelled.

 

Fix

  

Clients can successfully change the status of a request (responsive Workspace) and include any details for a requested revision.

 

New

  

Clients can now search for a past request in the Requests section in Workspace. The search is available by exact or partial match (the full title or some words of the request).

 

New

  

When a client creates a request with less than 200 characters, then they will see a notification message to prompt them to include a better description for the byDesign team.

 

New

  

New layout for Client Profile Module to better expose brand assets and other valuable client information to the byDesign team in order to improve team´s productivity.

 

Fix

  

Success Manager can send messages to clients from a mobile browser.

 

New

  

Recurring Requests

Workspace supports recurring requests. Clients can now mark a request as a recurring one and select its occurrence (weekly, bi-weekly, monthly). Once a request is marked as recurring, further details (e.g. date and day) are visible in the request in Workspace.

Note that you can cancel a recurring request or change its cadence. The new recurring request is automatically recreated in Workspace on the date which the client chooses.

byDesign team members can view their recurring requests sorted by a due date on the right hand side of their Workspace.

 

New

  

When a Success Manager submits a request with a status of Ready for Approval, then the hours submitted by byDesign are automatically accounted to the client´s used hours.

Each time there’s a revision on a request, the system calculates the difference between original RFA and new RFA time, and then this difference is added to used marketing hours in client´s used hours.

 

Fix

  

Responsive layout for changing the status of a request.

 

New

  

New option for clients to receive an email notification if the byDesign team changes the status of a request to Needs More Info.

 

New

  

If a client submits a request on Saturday or Sunday, then they will be not be able to select Monday as a due date.

 

Fix

  

Various fixes and improvements for Responsive Workspace.

 

New

  

When the client creates a request and they fill in the description, then Workspace shows a notification message if the description of the request is less than 200 characters. Thus, clients will be informed that a longer description is recommended in order to complete the request.

 

New

  

byDesign goes responsive! We introduced a new Responsive Engine! You can use the responsive Workspace smoothly on any tablet.

Each section is more responsive and new collapsed sidebars give more room to use Workspace on smaller screens.

Please, note that some issues might appear, so share them and we will work on fixing them!

 

Fix

  

Client success manager can now send client messages from a mobile browser.

 

New

  

If a request is moved to Ready for Approval status, then you will receive an automatic notification. Please, login Workspace to review the work and approve it or change the status of the request.

If you don´t take an action, you will receive a reminder on the 2nd and 7th day since your first notification. Unless you take an action, the request will be considered complete and it will automatically be completed (its status changes to complete). byDesign request hours will be automatically deducted from your remaining hours.

 

New

  

When your CS manager marks a request as Ready for Approval, you will receive a notification.

 

New

  

If a client sends a message via Workspace Messages to byDesign team outside business hours, then they will receive an auto-responder.

 

New

  

We introduced improved Messages in Workspace! byDesign Messaging feature is the only communication channel between clients and team members.

Please, schedule any meetings via the Messages functionality.

You will get notifications via email and SMS for any new messages.

You will never miss a message! Messages has a new feature that shows a clear indication of any Unread messages so that you can know what to respond to first.

 

New

  

When you go to Files manager, you can sort all files by Uploaded by me to view first all the files which you uploaded to Workspace.

 

New

  

Clients receive email and SMS notifications for new messages by default unless they turn them off in their client settings in Workspace.

 

Fix

  

A sub-request can be successfully created from a tablet.

 

New

  

byDesign team members can only add work increments of 15 (15, 30, 60 minutes) to a request in Workspace.

 

New

  

• New request creation: Non-working days for the GetbyDesign team cannot be selected in the calendar as a due date.

• Multiple links can be added to a single request.

 

Fix

  

Slow file upload has been fixed and now bigger files (max 256 mb) can be uploaded to Workspace requests.

 

Improvement

  

New layout for status change: You can easily change the status of a request by clicking on the arrow (a dropdown shows up) and selecting a new status.

 

Improvement

  

Changed layout for comments and status: You can easily review all comments for a single request (click on Comments) OR click on Status to view the status of all requests.

 

New

  

Files are ordered by most recently updated in a single request.

When you hover over a file thumbnail, Workspace shows you the date and time of the file upload.

 

Fix

  

Fixed multiple files download as a designer role.

 

Improvement

  

New layout and experience for archiving files. New layout to differentiate Files and Archives.

 

New

  

You can download a single or multiple files in a request in Workspace. Easily download a single file or select multiple files.

 

New

  

Clients and client manager can login to Workspace on a mobile device and view requests.

 

Improvement

  

We have added a better visualization of type of requests in Workspace dashboard.

If there are requests ready for approval, then the tab is highlighted and we show number of requests ready for approval on the left hand side below client´s name, the number of requests is clickable and leads to the respective tab.

 

Fix

  

Individual files can be downloaded successfully by clicking on download from a file modal window.

 

Improvement

  

Client success manger role can change the type of client´s request when it´s needed and this overwrites the initial request type.

 

Improvement

  

We've added a workaround for file downloading issues. Simply click the file name either in the single-file view or file list view to open the file in a new tab and download there.

 

Fix

  

Standard clients are unable to schedule calls via byDesign Workspace now.

Some fresh byDesign Workspace updates coming your way this week. We'd also like to announce that Slack access will be continued until December 2, 2021. We are diligently working on bringing a consistent and enjoyable experience for Messages across all devices. We are also aware of ongoing file download issues. As a temporary workaround, right click the file to open it in a new tab. This will allow you to save it directly.

 

New

  

Sub-requests are finally here. This will help you, your team, and your Success Manager manage requests that have multiple, moving parts. On your dashboard or on the requests list, you'll now see a little arrow on the request indicating it's a sub-request. In addition, you can access the parent request or sub-request via the Request Record.

 

New

  

You are now able to mention someone from the byDesign team in comments and messages. Next release, you will be able to mention other members of your time, and also be mentioned yourself with SMS and email notifications.

 

New

  

You are now able to expand the request description within the request record for a larger view.

 

New

  

You can now edit messages within Messages.

 

Improvement

  

We have added new file icon types for Photoshop, Illustrator, .zip, .doc, .docx, .ppt, .pptx, and more.

 

Improvement

  

You can now create multi-line comments in the request record.

 

Improvement

  

The single-view file preview now displays the full image and fits to the size of the preview, instead of sides potentially being cut off.

 

Improvement

  

If you're on a legacy plan, you'll now notice the correct plan amount populating in your Plan Settings.

 

Improvement

  

Help documentation in our help center has been updated. You can view it here.

 

Fix

  

The assignee of a request will now have their name populated on the All Requests view.

 

Fix

  

When you click a user's profile image and open their profile, the correct company name will now populate.

Internal

 

New

  

From the ground-up, we've built a new Slack bot that sends dynamic notifications. This means you will receive notifications from the byDesign bot instead of Slackbot. Below you will find the first batch of notifications that you will start to receive.

Success Managers

• When a new request has been created.
• When a request has been marked Ready for Review.
• When a new feedback item was left on a request.

Specialists & Designers

• When you've been assigned to a new request.
• When you've been mentioned in a comment on a request.
• When a request you're assigned to has a requested revision.

 

New

  

Sub-requests are finally here. As a Success Manager, you can make a sub-request by clicking "+ Add" on the parent request. If you have a sub-request on your dashboard or request list, it will be indicated with an arrow.

 

New

  

For Success Managers, the first version of the workload "dashboard" is available. To access, click the word "Assignee" on the request record. This pop-up will display either a list of Designers or Specialists, as well as the number of requests they have due on the day of the request you have open.

 

New

  

You are now able to expand the request description within the request record for a larger view.

 

New

  

Brand Assets tab is now available in the client profile module so you can add a client's brand assets. This feature requires a bit more work, so if you encounter bugs, be sure to report it.

 

New

  

Meetings that you add notes@getbydesign.com to the invite will automatically record the meeting and add the .mp3 and .pdf transcript to the client's profile module automatically.

 

New

  

You can now delete requests and sub-requests as a Success Manager from the request record.

 

New

  

You can now edit messages within Messages.

 

Improvement

  

You can now create multi-line comments in the request record.

 

Improvement

  

We have added new file icon types for Photoshop, Illustrator, .zip, .doc, .docx, .ppt, .pptx, and more.

 

Improvement

  

Stripe API is now configured to automatically update plans on renewal dates.

 

Improvement

  

For Specialists, there is now a tag on the request within your dashboard that gives you an estimate to how long a request should take to complete. If the expected time falls outside of the range, contact the client's Success Manager.

 

Fix

  

The "In-Progress" tab count has been updated on the dashboard.

 

Fix

  

The Ready for Review calculation on the Success Manager sidebar has been fixed.

 

Fix

  

The Hours field on the request record is now larger to accommodate double-digit hours.

 

Fix

  

The assignee of a request will now have their name populated on the All Requests view.

 

Fix

  

When you click a user's profile image and open their profile, the correct company name will now populate.

On Deck

• Deeper responsiveness is around the corner. We're working on a new responsive engine to deliver a better experience across multiple devices and screen sizes.
• A iOS and Android app are both on the way in the coming weeks. Stay tuned for further updates.
• Further enhancements to states and views so that when you open various pop-ups, it doesn't reset where you were.

Welcome back to our regularly scheduled programming! We're back with our weekly releases in byDesign Workspace 2.0. Keep submitting that feedback!

 

New

  

You can now enable email and SMS notifications for new messages within Messages (except your own team members) and when a request is ready for approval. You can enable these notifications in your Settings.

As a bonus, reply to the SMS notification of a new message and it will be sent back to Workspace automatically.

 

New

  

Self-onboarding is now available for new clients.

 

Improvement

  

You are now able to delete comments within the Request Record.

 

Fix

  

Weekends are now disabled when creating a request.

 

Fix

  

You are now able to successfully add new team members to your byDesign Workspace team. Can do so via the Settings screen if you're the Client Manager.

Internal

 

New

  

Client feedback provided on a completed request is now sent to #clientsuccess within Slack.

 

New

  

Additional Access types have been added including Wordpress, Buffer, and Klaviyo. More are on the way.

 

Improvement

  

You can now delete Access entries from the Client Profile Module.

 

Improvement

  

Time entries are now disabled when a request is moved to Complete.

 

Fix

  

The Clients page is now populated with all clients.

 

Fix

  

The "last activity" stat within the Success Manager dashboard now excludes notification type messages.

 

Fix

  

Past Due request calculations on the Success Manager dashboard are now corrected.

 

Fix

  

Success Manager dashboards will now only include Active clients.

 

Fix

  

The first brand in a Client's Brands list will now be automatically attached to internally created requests.

On Deck

In this section, we'll highlight what's on the horizon.

• Ability to tag users within Messages and Comments.
• Additional notification types for when you're tagged.
• Fixes for single-view files downloading.
• Full roll-out of sub-requests to all clients.
• Changes to Request Record design to accompany updated file folder, additional request settings, and expanded description.