The latest news in Moment

Here you'll find the latest updates on Moment's features, along with tips and tricks on how to work smarter in the program.

July 2024 Highlights

Click on any item to jump straight to the news:

  1. You can now add suppliers

  2. Simplifying the process of moving hours in project plans

  3. Enhanced checklist sorting capabilities

  4. Checklists: Add items anywhere in the list

 
 
 

New Feature: Adding Suppliers in Moment

Do you have subcontractors working for you? You can now seamlessly integrate them into Moment. Within the client card, simply check the box labeled "supplier" to add them.

 
 
 
Supplier_newsletter_1

Add a New Supplier/Subcontractor

If you're looking to add a new subcontractor who isn't already on the Moment customer list, you can do so just as easily as adding new customers. Simply check the box for supplier.

Once the subcontractor is set up, you're all set to include them as a project participant in your projects.
Supplier_newsletter_2
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Assign Expenses to the Supplier

Once suppliers are added as project participants, you can directly allocate expenses to them.
View Reports on Suppliers

Your project report now features two new filtering options, allowing you to select if you wish to view figures associated with suppliers.
Supplier_newsletter_4
Supplier_newsletter_5

Moving hours in the project plan just got easier

Shifting hours in your project plan has never been more straightforward. Simply select the hours you wish to adjust, and hit the "Move hours" button to make the change.

Click here to view the action in motion.
flytte-timer-prosjektplan_1

Enhanced Sorting Features in Your Checklists

Now, you can effortlessly organise your checklists with a simple click on the columns to sort them in ascending or descending order:
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Checklists: Add new items anywhere within the list

Previously, any new items you added to checklists were automatically placed at the top or bottom. Now, you have the freedom to insert them exactly where you want them.

Simply click on the three dots to the right of the checklist item, and choose to add a new checklist point or a separator:
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April/May 2024 updates

New notification features available in checklists

We've continued our efforts to enhance the functionalities within checklists, and have now introduced a range of useful alerts that you can activate.

Navigate to Settings --> Setup --> Notifications: Choose your preferred notification channels (within the app, via email, or on mobile).

Notifications for changes in checklist templates

It's now possible to activate alerts whenever modifications are made to a checklist template.

Alerts when the checklist is completed

When an entire checklist is completed, the individual responsible for overseeing it can receive a notification.
checklist_change_notifications

Checklist items must be completed before they can be reviewed

Items must now be fully completed before they can be marked off by another person, providing an added layer of control.

Discover which projects are using a checklist template

When you're viewing a checklist template, it is now easy to find out which projects are utilising it. Simply click on the yellow area depicted in this screenshot:
checklist_template_press-here
Return to the checklist templates

To return to the checklist template, simply click on the checklist name within the "Template checklist" field, as highlighted in the screenshot:
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Customize your checklist printout

You can now select which items you want to include before printing out a checklist. Simply click on the printer icon, and then choose what you wish to add to your printout.
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checklist_print_include_list

New features in Time Capture

Have you tried the Time Capture feature in Moment yet? Time Capture is an innovative feature that imports events from your calendar, allowing you to create time registrations in Moment from those events.

Customise your Time Capture settings

Navigate to the Time Capture settings this way: Head to My Pages --> My Settings --> Time Capture.

Automatic time registration

If you have recurring tasks, you can set it up so Moment automatically creates time entries for you based on calendar events from which you've previously generated time entries.

Declined events

You also have the option to display and import declined calendar events.
Time Capture - Config

Discover imported events in your notifications

When new entries are imported from your calendar, you'll receive a notification in Moment. Navigate to the bell icon in the menu, and click on Events.
Time Capture - Notication

Batch update multiple timesheet entries at once

If you have multiple calendar entries that are to be logged under the same project/activity, you can swiftly complete these timesheet entries: Simply check off the relevant entries in the list, select the correct project and activity at the top, and voila!
Time Capture - Batch Define

Batch delete imported calendar events

Eliminate multiple imported calendar events in one full swoop: Simply check off the events on the list and hit ‘delete calendar events’.
Time Capture - Batch delete

Update project/activity directly in the event list

Selecting which project and activity an event should be registered on just got even more flexible. Simply update the fields directly on each event's row in the list.
Time Capture - Row by row define

Filter on subject

Subjects in Time Capture are pulled directly from the names of your calendar events/meetings. To streamline the process of adding multiple instances of a specific activity at once, you can easily filter by subject.

 
Time Capture - Subject filter

Time Capture - briefly explained

Here's a brief introduction to how the time capture feature works.
News from February 2024

Improvements in checklists

Checklists in Moment have been upgraded, with more improvements on the way - focusing on both functionality and user experience.

An enhancement in the user interface

We have enhanced the interface to make it easier to use checklists. You can now track your progress with charts, making it even simpler to stay organized and efficient:
Checklist-update

Other enhancements that have been implemented:

  • Maximum width for the checklist overview makes them easier to use.
  • Cleanup in the columns: Many columns have been removed to provide a better overview (these options are still available in the settings).
  • Unified design of the editing functions in checklists: Now, it is no longer a mix of buttons and switches.

Several updates are in progress as we continuously work on enhancing the functionality in the new version.

Have you had the chance to try out the new version of the checklists?

We would love to hear your feedback. Please rate the new version on a scale of 1-10 stars.

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