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.
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.
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.
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.
You are now able to expand the request description within the request record for a larger view.
You can now edit messages within Messages.
We have added new file icon types for Photoshop, Illustrator, .zip, .doc, .docx, .ppt, .pptx, and more.
You can now create multi-line comments in the request record.
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.
If you're on a legacy plan, you'll now notice the correct plan amount populating in your Plan Settings.
Help documentation in our help center has been updated. You can view it here.
The assignee of a request will now have their name populated on the All Requests view.
When you click a user's profile image and open their profile, the correct company name will now populate.
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
Specialists & Designers
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.
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.
You are now able to expand the request description within the request record for a larger view.
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.
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.
You can now delete requests and sub-requests as a Success Manager from the request record.
You can now edit messages within Messages.
You can now create multi-line comments in the request record.
We have added new file icon types for Photoshop, Illustrator, .zip, .doc, .docx, .ppt, .pptx, and more.
Stripe API is now configured to automatically update plans on renewal dates.
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.
The "In-Progress" tab count has been updated on the dashboard.
The Ready for Review calculation on the Success Manager sidebar has been fixed.
The Hours field on the request record is now larger to accommodate double-digit hours.
The assignee of a request will now have their name populated on the All Requests view.
When you click a user's profile image and open their profile, the correct company name will now populate.
Welcome back to our regularly scheduled programming! We're back with our weekly releases in byDesign Workspace 2.0. Keep submitting that feedback!
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.
Self-onboarding is now available for new clients.
You are now able to delete comments within the Request Record.
Weekends are now disabled when creating a request.
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.
Client feedback provided on a completed request is now sent to #clientsuccess within Slack.
Additional Access types have been added including Wordpress, Buffer, and Klaviyo. More are on the way.
You can now delete Access entries from the Client Profile Module.
Time entries are now disabled when a request is moved to Complete.
The Clients page is now populated with all clients.
The "last activity" stat within the Success Manager dashboard now excludes notification type messages.
Past Due request calculations on the Success Manager dashboard are now corrected.
Success Manager dashboards will now only include Active clients.
The first brand in a Client's Brands list will now be automatically attached to internally created requests.
In this section, we'll highlight what's on the horizon.
byDesign Workspace is now available on Zapier! What does that mean? You can now integrate Workspace with your favorite tools like Asana, Trello, email, or any of their 3,000+ integrations.
Do things like send new files to your email automatically when they're uploaded, create new requests from your own Asana workspace, or send new comments to your phone as texts.
Reach out to your Success Manager for more details and to receive a beta invitation!
You're now able to download all files within a group of files within the Request Record. Download all byDesign Files or all Client Files at once without having to manually download each one, one-by-one.
The Request Revision button showed intermittently for different user types across web and mobile applications. This is now corrected with the ability to request revisions as expected again.
This issue with downloading certain files has been addressed. This issue pertained to AWS permissions and is now corrected. If you continue to experience issues, please log a report with your Success Manager.
When mentioning someone in a comment, you'll now be able to see full names to not mistakenly tag another user with the same first name.
Internally, you're now able to assign a request while creating it. No longer do you have to create the request, go to your dashboard, open it, and then assign it.
Internal team members can now set a due date that is sooner than the client's turnaround time, allowing the ability to create more urgent requests.
When internally creating a new request, the client dropdown will no longer be automatically filled. Previously, this resulted in requests being created for the wrong client. You will now have to make a selection to continue.
Email has now been added as a new request type when you're creating a request within the byDesign Workspace.
Login page has a new design! Prepping for some announcements…
The Request Description input on the Request Record, on both web and mobile, has been altered slightly. You may notice in recent requests that there are markup elements presenting the text. This is a temporary issue that will resolve itself in one to two weeks.
When client feedback is made in Workspace, share that feedback in #clientsuccess within Slack.
