Free, Web Based Project Management with CreativePro Office

24755 users, 26668 projects, $116,812,693.90 invoiced

What is going on?

By heather Nov 15, 2009

 

Dear trusty, faithful users and new users alike,

Despite periodic silence, work still ticks on here in development of 2.0.  The silence here can be easily explained:  development is to be a process that is, in our case, more often just done and less often talked about.  To put it succinctly, we are working.

On our part there has been a little bit of dismay over watching the date we intended to release come and go.  In reflection on what is causing the delay, Jeff realized a few things:

1.  The scope of work for version 2.0 has increased significantly since it was originally conceived.  Originally, 2.0 was to be a rewrite of the code so that future added features would have a stable code-base.  But what happened was that while in the code, tinkering, it seemed more logical (and more interesting) to start the process of making some of the more major improvements that were slated for the future.

2.  The amount of anticipated collaboration for the task of version 2.0 decreased by about 66%.   A smaller team made more work to be done.

3.  The hosting situation caused a bit of a slowdown for awhile but has since been rectified.

 

As we saw the date of anticipated release approaching, there were signs that things weren't going to work out as planned.  The release date was too ambitious, based on a "best case scenario" when excitement was high, and the scope of work was smaller. 

 

Now, a year after beginning, Jeff is just pushing for that next release date.   There had been considerations of releasing with what we had completed, but that would have fallen short on what we had told users to anticipate.  We are setting the date to end of February 2010, which seems entirely reasonable since version 2.0 is 80% complete.

 

The February release is planned to be beta tested and ready for use.

 

Thank you for your patience and hope that you will continue to looking forward to this as much as we are!

 

 

 

Feature List for CreativePro Office 2.0

By heather Aug 10, 2009

Hi Everyone

Here are some of the features that are going to be included in the new release of CreativePro.  If we haven't said so before, CreativePro Office is working on a new version that will remedy the bugs of the existing version AND include these killer new features:

In the Client area:

  • A new client widget on the dashboard that shows the client list and projects by client. User will be able to click a client name and the view will switch to show projects for that client.
  • Clients will be able to have multiple contacts instead of the 1 contact currently allowed. This will be accomplished by a site-wide contact management module which will provide the contact functionality for clients, projects, and expenses (vendors).
  • Users will be able to import client list in CSV format or a single client vCard.
  • Client dashboard will have total hours displayed for a project (optionally set by account owner) and project status indicator.
  • Client dashboard will have messaging capability for projects, invoices and files that are posted by the account owner (similar to Facebook).
  • Client timezone will be a setting that can be permanently set by the account owner.

In the Tasks area:

  • Tasks can be shared among multiple team members. Team members will receive email notifications of task assignments.
  • Files can be attached to task entries.  Tasks can be reordered within milestones by drag and drop.
  • Version 2.0 will have a much improved Gantt charting system with ability to print Gantt charts.
  • Recurring tasks.
  • Email integration: tasks can be created by sending an email to a CPO email address much like Remember the Milk.
  • Sorting tasks by title, date, assigned to, status will be included.
  • Users will be able to create quick To-Do lists using the task manager - instead of creating a client, then a project, then tasks.
  • The task management system will, over the next year, become more SCRUM focussed so that teams can monitor their time estimates and deliverable dates across many project and come up with more acurate predictions.
  • Tasks will have customizable categories that are color coded for quicker viewing.

In the Calendars area:

  • Shared calendars between project owners, team members and clients.
  • Synch calendar with Google Calendar, allow synch to Outlook through iCal format.
  • Allow multiple calendars with color coding. Allow other customization features like changing the first day of the week and date formats.
  • Upload/Download of calendar entries in iCal format.
  • Show events spanning multiple days.
  • RSS calendar feed specific to each calendar and team member.

In the Projects area:

  • Project auto-archive feature - allow user to set a time span for auto-archive of projects e.g. 3 weeks after project create, or project start.
  • Allow per-project, per-client hourly rates to be set.
  • Show time spent on a project in project detail view.
  • Make project file uploads simpler by using an app-wide file upload system that interfaces with Amazon S3.  Allow for multiple files uploads also.
  • Provide project/task view in a Gantt chart. 

In the Expenses area:

  • Expense and vendor reports.
  • Tie expense items and invoicing together better.  For example, if I guy stock photos for a client it would be nice to list these under expenses but also be available to me when it's time to invoice the client.
  • Hours logged from time sheets can be defined with an hourly rate then automatically set up as an expense and charged to the defined project.  I'm imagining contractor expenses here.  I pay a contractor (vendor) for 12 hours of graphic design - that's technically an expense that then needs to be invoiced. 
  • A recurring option for expenses like web hosting, rent or anything with a fixed and repeating cost.
  • A vendor list that would allow the same contact information and notes seen in clients, but then be tied to a specific project. 

In the Timesheets area:

  • Better time-sheet reports: view by project, client, team member, date range or combination of all variables.
  • Integrated job timer, timesheets and invoices together so you could select a project, start the clock, stop the clock and click a button to have an invoice generated.
  • Export timesheets as PDF, Excel, CSV.
  • Allow embedding the job timer in user websites so that you can have employees log time without giving them CPO user accounts.
  • Allow for multiple timers to be running at once.
In the Invoices area:
  • Individual invoice items can be taxable/non-taxable.
  • Partial payments can be entered for an invoice and CPO will keep track of amount remaining.
  • Invoice payments can be made through PayPal.
  • Recurring invoices for things like hosting accounts that need to be invoiced monthly,weekly,yearly.

This is a limited list of changes that will be going into version 2.0.  These features are in direct response to what users have asked for over the past 2 years that CPO has been active.  It isn't an exhaustive list, but it is definitely an exhausting list.  For those who wonder what the silence is about, this would explain it.

We look forward to our new release and hope you all are enjoying your summer!

 

 

 

 

Progress and Press

By heather Jun 25, 2009

Well, the sun has come out, but I am still standing over Jeff cracking the whip, yelling "Code faster, you!"

Okay, well not really.

Folks have been asking about the next version which will remedy remaining bugs and have some often requested features.  It is in steady development and at this stage it is looking like fall for release. 

Jeff has been coding on timesheets and doing some of the last things that he needs to be doing as he prepares for the release of 2.0.  Pricing structures are in development and are in the final stages of soon being released, as well as features lists.  Screencasts are easy and are still underway. 

Jeff has said that pricing structures, features lists and screencasts are ready to come out. Look for that in our next blog post.

CreativePro Office has come a long way from when Jeff was hammering out icons that he was making from scratch.  Talk about time-consuming, CreativePro has been an education, a hobby, a tool and now there is a chance it might start pulling its own weight.  We are on the precipice of Creative Pro actually being able to hold its own, and we are quite excited about it.

If we haven't mentioned it previously, the existing free, hosted version of CreativePro Office is not going to be as well technically supported as it was in the days of development and bug testing.  We are letting it off into the wild.  The forum as well will be transitioned to being a place where users help other users to resolve problems.

We have received some good press here , being cited as the number 11 top small business project management tool.

We look forward to communicating with you as version 2.0 takes shape and prepares to emerge this year!

 

What is going on behind the scenes here at CreativePro Office?

By heather Apr 10, 2009

Work on CPO is still busily humming along here at a frantic clip.  Jeff is continuing to rebuild the code base so that new features can be added easily and reliably.  This work is the foundation for CPO 2.0 that will include features that are being requested most frequently.  As he recodes, he is working out bugs that need to be dealt with, as well.

A word or two about support: many of you have noticed that support for the free hosted version of CPO has been somewhat reduced.  Our staff here at UpStart Productions is very small and we simply don't have the revenue yet to hire more support personnel.  As such, we are devoting most of our time to those who support our efforts through purchase of the source code.  The launch of CPO 2.0 will include some greatly enhanced help and self-support features for those who wish to use the free version of CPO.  We appreciate your patience and understanding while we make these improvements.

For those wondering about the hosting situation, rest assured we are still working on that as well.  Setting up a reliable hosting environment is proving more complex and challenging than anticipated.  We are trying to move on two fronts simultaneously, rebuilding the code base and moving the site to a faster hosting environment.  All this takes time so please bear with us.  We do realize that the existing host is terribly slow but we don't want to move until we know that the new host can fully support CPO without major downtime.

In closing, look for some exciting pre-launch screen casts of CPO 2.0 features here in the near future.  I'm hoping that by mid-April we can begin introducing you to the cool stuff we're doing in the next version!  Stay tuned and thank you all for your continued support!

Patches for Open Source customers

By heather Jan 7, 2009

If we haven't said so before, a big THANK YOU to all the buyers of the CPO Source Code.  Your purchases are lighting the fire under our pants to keep improving CreativePro Office daily.

There are source code patches available to amend some of the bugs that our much appreciated bug testers have found.

The link is here:

http://creativeprooffice.com/site/patches

We are currently working on CreativePro Office 2.0 that we hope will be available by the end of March and possibly earlier.  We are excited about this release as it will be the "new improved" version with more features that users have been requesting and numerous bug fixes.

 

 

CPO is Moving to Slicehost!

By heather Jan 1, 2009

Hi! I hope everyone has been enjoying the holiday season, had a happy and safe New Year and that things are going along well with CPO.Slicehost

We have been busily working on rebuilding CreativePro so that we can add on new features that users have been requesting.  However, we have noticed that CPO is often times creeping along at a slugs pace, which makes development almost impossible.  We know that users are experiencing the same slugishness.  

So, CPO will be moving from its current hosting provider to a much more robust, dedicated server at Slicehost!  This move will not only alleviate the slow user experience but will allow us to implement some exciting new features such as emailing tasks and other information to your CPO account.  

Important Stuff:  We are planning this migration on the weekend of Jan 10 and 11.  We cannot guarantee service for these 2 days.  However, we intend to have CPO up and running again Monday morning, Jan 12.

Thank you again for the continued positive input from our dedicated users.   Your communication is what makes CPO improve.

Update 1/12/09:  While we were able to build a new host server for CPO on Slicehost this past week, we did not have time to move the site files and user data.  We will be moving site files and user data to the new host on the weekend of Jan. 17, 18. CPO will be down for these 2 days. Thanks again for your patience.

 

Some issues we are working out

By heather Dec 18, 2008

We have been hearing from people who are starting out with Creative Pro Office and are receiving activation errors upon signing up.  We are taking a closer look at this and wanted folks to know that we are aware of the situation.  It is easy to rectify, if you let us know we can manually activate the account, but this isn't a permanent fix.  If you get an activation error, do let us know, it is fast for us to activate your account manually and can get back to you relatively quickly.

In other news, we are aware that CPO is running extremely slowly for us, and have gotten word from other users that its slow going for them as well.  Since we have increased our base of users so much since we initiated our current hosting situation, we recognize that the time has come to give a boost to our bandwidth so CPO can run more smoothly.  We can do this thanks to those who have purchased the source code.

Jeff continues to busily rewrite the code base to so that we can provide a feature rich and stable product for users.  For those of you submitting bugs and feature requests, we owe a debt of gratitude, keep 'em coming because you are what is driving the improvements and growth to Creative Pro!

 

 

 

First Source Code Patch Available, Data Import Feature

By heather Dec 14, 2008

Thank you to all the folks who have braved the wilds of our first CreativePro Office source code release!  Because of your bug reports and feature requests we are able to release this first patch to the download. 

http://creativeprooffice.com/site/patches

This patch will bring your installation current with the 1.0.3 release of the CPO source code and addresses the following items:

  • No pop-up calendar on date fields.
  • MySQL error in view project area.
  • Missing icons and button images.
  • Link to Add new Client goes to dashboard.
  • Logo upload in Settings gives an error message.
  • Wrong Timesheet link on the Job Timer.
  • Data import from hosted CreativePro Office account.

Instructions for installing the patch are included in the zip file that you will download.  Look for more patches in the future at the link mentioned above.

One of the big new features that this patch provides is data transfer from your hosted CPO account to your installed CPO software.  Once the patch is installed, go to your Settings area and look for the data download link.  You will need to have your online CPO login information handy in order to download your data.

Much thanks to those who have contributed on forums, in emails and by posting bugs.  Very soon there will be a  development roadmap here on the blog outlining our path to a rebuilt hosted version of CPO that includes all those features that people have been asking for.  Keep your eyes open for it!

CPO Source Code Release!

By Jeff Nov 14, 2008

At long last.

While the blog has been silent, the behind the scenes of Creative Pro have been busy. Those of you interested in installing CPO on your own server finally have that option.

First, a big thank you to all the commenters and emails that have nothing but good things to say about CPO. It is encouraging to see the application meeting the needs of so many people. Those encouraging emails are not falling into the abyss, but are inspiring further time investment to work out the little issues of getting CPO all packaged up to sell.

And things are so close to being ready I can taste it. But I want to wheel and deal with some of the existing users to help roll out CPO as a downloadable product.

For those of you who are interested in installing CPO on your own server, beta testing the CPO download and reporting any bugs with installation or use, you can buy the source code through December 31 for the reduced price of $75.  The beta testing should be done by New Year 2009 after which, the cost of the source code will increase to $150. 

Click here to buy the CreativePro Office source code now!

Of course, the hosted version of CPO is still free.

Once I see that things are running smoothly for folks who buy the CPO souce code, I will then turn my attention to updating the online version of CPO, fixing some bugs and adding new features.

Smashing Magazine gives a nod to CPO!

In other exciting news, Smashing Magazine featured CPO on November 13 and had this to say about it:

"CreativePro Office is very robust for a completely free application and is definitely worth checking out before shelling out for an expensive paid solution."

Since Smashing Magazine is one that I read regularly, it was pretty cool to have them recognize the work I have cobbled together quietly over the past 6 years.

Welcome baby Sylvie!

And, if you are still perplexed by my silence for the past 6 months or so,  I would like to assure you there has been good reason for it most recently.  Her name is Sylvie Roberta Denton and she was born September 30.  We couldn't be more happy to have her.

 

CPO Announces New Team Members

By Jeff Nov 14, 2008

I'm am thrilled to announce two new members to the CreativePro Office development and customer support team.

First up, Matt O'Connor of Stump Town Slingers has agreed to join the CreativePro Office development team.

Matt has spent the better part of his career building large special education data systems for Oregon, Iowa and most recently, Nevada. I am confident that he will bring both the skill and passion required to push the CreativePro Office project to the next level of usability and, hopefully, profitability.   

Better still, Matt now works right down the hall from me over at Western Oregon University so we collaborate quite frequently on other projects already.  As some of you know, I have been struggling for some time over whether to bring outside help from distant places into the CPO project.  I think we've found the perfect solution in Matt.

Heather Denton of Chez What? will bring some much needed customer support to CPO.  Heather will be responsible for keeping the blog up to date, responding to questions in the CPO forum, answering email, and providing triage for bug notifications and feature requests.  

Heather is tri-lingual, fluent in Spanish and Russian so she will also be helping extensively with the first non-English release of CPO in 2009.

So head over to Stump Town Slingers and Chez What? and give our new team members a warm welcome.  I'm excited about the future of this project.  Be looking for a CPO development roadmap in the near future.

Thanks for reading.

CreativePro Office Job Timer

By Jeff May 24, 2007

So, the job timer went live on Tuesday night - late Tuesday night - but a full three days ahead of my anticipated delivery date. I'm hoping it's functionality is fairly straightforward so I won't bore you with a lot of details here. There are controls for timer Start, Stop and Reset. You can select a project and a task, add comments and log the hours to your timesheet once the timer is stopped.

Job timer started.

Starting the job timer

Job timer stopped.

Stopping the job timer

Known Issues

There are a couple of bugs worth noting from the outset. If you stop th timer, the elapsed time will show in the Hours text field. However, if you then navigate to another page or reload the page you're on, the elapsed time will vanish. You can quickly start and stop the timer to bring the elapsed time back but your hours really just need to stay there until you reset the timer. The same thing happens with your selected project/task. Those selections are lost if the page is reloaded.

These are relatively quick fixes but I just don't think I'm going to have time to address them before leaving on vacation for the weekend.

UPDATE: These known issues have been addressed. 

Future Enhancements

1. Integration with the dashboard as a widget - this will also provide integration of the job timer with the Netvibes and Google modules.

2. Port the timer as desktop widgets for Mac and PC and as a Vista sidebar gadget. The gadget will log your time online or offline and synch with your timesheet when an internet connection becomes available.

3. Allow multiple jobs to be timed at once. A couple of users have requested this feature but I'm having trouble figuring out how useful this could be. I mean, I can multi-task with the best of 'em but I can't fully do 3 tasks at a time and feel good about billing the entire time for all three. Anyone seeing something I'm missing here? Please let me know.

I'm also fielding input concerning widget technology. I have to admit that the Yahoo! Widgets platform sounds tempting because it's (in theory) completely cross-platform. The idea of building one widget and deploying on Mac, PC and Vista sounds too good. My concern is the adoption rate of this platform. I don't want to force anyone into downloading Yahoo's widget platform just for a job timer. Any thoughts here?

Another idea I had was building something with Adobe's Apollo platform - but again, there's that whole adoption thing to contend with. So, I'm open to ideas - I'm giving myself one week to field comments and do some research before I decide on a technology so let your voice be heard.

Thanks for reading.

Jeff

 

Invoice Editing Has Some Big Problems

By Jeff May 4, 2007

Bug Update: A new patch was put in place today and it seems, once again, that invoice editing is working as it should.  I'm keeping my fingers crossed.  As always, please let me know if you encounter problems. Thanks for your patience.
The CPO dev team - May 11, 2007

CPO user SebyM was kind enough to alert me to some pretty significant problems with the invoice editing features. Here's what's happening...

  1. A user creates a new invoice - everything works just fine at this step.
  2. The user goes back to edit the invoice.
  3. Invoice edits work fine unless you remove invoice items while simultaneously editing the tax rate.
  4. If you remove items from an invoice while editing, the invoice total is no longer accurate and really can't be changed by the user. Even removing all items and starting from scratch won't give an accurate invoice total.

I've looked into this bug today and found that it's a bit of a monster. There is so much code involved and not all of it is really clean. So, my thought right now is that this will take me through the weekend to fix properly. Until next week, don't plan on doing any serious edits to invoices or you may wind up having to delete them and start over.

Ok, now that the confession is out of the way, I'd like to express a tremendous amount of appreciation to a few bug watchers. Yanick Rochon, Maurer Sebastian and Greg Manset - you guys are terrific! Thanks a million for sticking with CPO and taking time out of your busy day to help me identify problems and suggest great improvements.

CPO has grown much faster than I ever could have imagined and, right now, I'm scrambling a bit to keep up. It's a pleasure to have some users who will graciously point out problems without just giving up and leaving.

Thanks so much, guys. I hope I can do something nice for you one of these days soon.

Thanks for reading.

Jeff

 

 

CreativePro Office Support Forum

By Jeff May 3, 2007

It ain't pretty yet but the support forum is now online. Please go here to post questions about using CPO, report bugs, check up on bug fixes and all that. You can get to the forum from within your CPO account by clicking on the Help! icon in upper-right header menu (below the CPO logo).

Of course, there aren't many active forum members just yet but don't let that keep you from posting. I will do my best to respond to every forum post within a couple of hours.

One last thing, there are several features that need to be added to the forum such as RSS feeds for topics, email notification of post replies, etc.  These features will be added shortly but I wanted to get some kind of framework in place for having conversations around help questions and problems. 

OK, let's move on...

Why do we still need the bug reporting tool?

The bug reporting tool is still around because it's convenient. If you want to alert me of a bug on the page you're viewing, it's much simpler to just enter a description of the bug in the drop-down window than it is to go to the forum and post. If I think the bug description needs to go in the forum for all to see, then I'll copy it there along with a reply.

Bug entry window

Thanks for reading!

Jeff

Searching Your Office

By Jeff Apr 30, 2007

Those of you who have been CPO users for awhile have probably learned to ignore the "search box that does nothing" by now. For a couple of weeks, the Search Your Office feature has been languishing in neglect. No longer! The office search now works so give it a try and let me know what you think.

Office search is available either as a dashboard widget (shown below) or in the right-hand column. Search works identically either place - enter a search term and results will be found from clients, projects, invoices, files, and tasks. Results that are tagged with the search term are listed in their own section because, in theory these should be the most accurate results returned.

CPO dashboard search widget

CreativePro Office Dashboard Search Widget

Another nice feature is the ability to search by tag simply by clicking on a tag in the project, client, or invoice detail views. Clicking a tag, as shown below, automatically opens up the search results box on the right, allowing you to quickly see all office items tagged with the selected word.

Searching by tag on the project detail view

Searching by tag
In the near future, I will provide better search support for files, tasks, team members and project contacts.
Thanks for reading.
Jeff

Introducing Google Homepage, Netvibes Module

By Jeff Apr 29, 2007

I've spent the past two weeks stomping bugs and responding to user requests for better internationalization support in CreativePro Office. These are, shall we say, not the most glamorous tasks in software development - but they are a necessary part of the process. Anyway, as a reward to myself I spent part of the weekend configuring the CPO dashboard widgets to work in the Google and Netvibes homepages. So far, I'm pleased with the results. Both dashboard modules are identical and they give you access to your CPO tasks, projects, invoices, RSS feeds, notes and del.icio.us links. Look for a Pageflakes module soon as well.

Google Homepage Gadget (showing the CPO calendar widget)

 

Google Homepage CreativePro Office Gadget

 

Netvibes Dashboard Module (showing the CPO Project widget)

 

Netvibes Dashboard CreativePro Office Module

 

Adding the gadget and module

There is a new sub-menu item on your CPO dashboard called Export Your Dashboard. Click this link and you will see Add To Netvibes and Add To Google buttons. Simply click a button and follow the instructions. (I'm not entirely sold on the 'Export Your Dashboard' link title so please suggest a title if you wish.)

 

Export your dashboard

Creating the module

Developing the Google Gadget was easy. All you have to do is create a simple XML file that points to an application page formatted to fit nicely within the Gadget window size. The Netvibes module took a little more work but Chris Cant's Netvibes Mini Module made integration with Netvibes a piece of cake. Thanks Chris!

To learn more about developing gadgets or modules, visit the Netvibes Developers Network and the Google Gadgets API Developer Guide.

Thanks for reading.

Jeff

 

Internationalization and CreativePro Office

By Jeff Apr 24, 2007

Several users have kindly alerted me to the fact that CPO really needs to support multiple countries, currencies, time zones and other standard internationalization features.   In retrospect, I knew from the word 'go' that this would be an issue.  No self-respecting developer builds a web app without the rest of the world in mind.  So shame on me for not addressing this issue early on - but I was always too involved in getting the core feature set in place and stable.

So, without further delay, I will begin incorporating other countries, currencies and time zones into CPO within the next 2-3 days.  I've already managed to address some UTF-8 character support issues and there's even some talk of providing the application in Spanish and French by summer. 

If you wish to help with translation into other languages, please give me a holler.  

Thanks for reading.

Jeff 

Why the Tiny, Little Calendar?

By Jeff Apr 20, 2007

Ok, I know the CPO calendar is a little, shall we say, underwhelming. Essentially, it's functionality is ripped right from the Pageflakes calendar widget - it's unobtrusive, and I hope easy to use. But it's small and, currently, there's no "mother calendar" behind it such as one would find with 30 Boxes or Google Calendar or any of the 1000+ web calendars that are available. And that's the point - there are many stellar calendar apps on the web and I just didn't see the benefit in spending 2-3 months creating yet another.

30 Second Overview

Calendar entries are maked as icons in the day that they occur.  There are currently icons for project start dates, meetings, deadlines and general events.  More may come later - for example invoice due, task deadline, etc.  Hovering over an icon gives you a quick view of the details for a given entry.

The CreativePro Office calendar widget

For a more detailed view, click on a day and the entries for that day appear. You may delete entries from this view. 

CreativePro Office calendar widget - event view

Adding an event is quick and simple.   

CreativePro Office calendar widget - add event

I think the calendar widget achieves what I originally wanted which was a quick, at-a-glance, overview of my daily schedule without a lot of clutter.  This widget tends to fail once you get more than 5-6 entries for a given day.  But then, most of the time I have a maximum of three entries and often less than that.

Future Plans

Some of the improvements I intend to make in the next version of the calendar widget are:

  1. iCal and hCalendar support (import and export)
  2. RSS feed of calendar entries
  3. REST integration with some popular web calendars
  4. Ability to designate entries public or personal so your team can share a calendar
  5. Better integration with other CPO features like tasks and invoice dates.

Ultimately, I don't want my users to have to learn the idiosyncrasies of another calendar. I would rather the calendar widget simply act as window to whatever calendar users already enjoy using. However, the stand-alone functionality should be good enough to provide light duty event scheduling.

Thanks for reading.

Jeff

Project Task Dashboard Widget

By Jeff Apr 9, 2007

Most of the features in CPO are built as I need them.  The discomfort with my current work process becomes too great so I sit down and build something to make my life incrementally better.  Same goes for the new CPO task widget.  No doubt you dislike creating daily/weekly task lists from memory as much as I do.  Heck, I CAN'T create task lists from memory anymore...who am I kidding.  

The task widget is designed to show you a two to three week snapshot of your project obligations in one neat little window right on the CreativePro Office dashboard. To use it, start by selecting Tasks from the Widget Menu.

Select task widget

If you have any projects with associated tasks, your widget should look like this...

Task widget

Clicking the task counter link on the right opens a panel to reveal the outstanding taks for that project...

Showing tasks
 
One of my goals for the task widget was to keep things simple and avoid cluttering the dashboard with lots of useless information. So, the widget only displays tasks that are overdue, due in the next 2 weeks or scheduled to start in the next week.  Ideally, the task widget will only show a small window of project responsibilities so you can focus on what's important.

CreativePro Office Revision Log

By Jeff Mar 16, 2007

This revision log has been discontinued. Please see the new revision log in the forums at http://forum.creativeprooffice.com/topic/22/ 

April 29, 2007

Added team member display to project view. Now you can click the Team tab in a project view screen to view the details of team members associated with that project.

April 28, 2007

Created Google Gadget and Netvibes module to display CreativePro Office dashboard widgets within Google Homepage and Netvibes.

April 26, 2007

Implemented UTF-8 support to allow for better extended character set handling.

April 25, 2007

Added internationalization features: countries other than U.S., time zones other than U.S., foreign currencies. To update your currency, time zone or country, click the settings icon  in the upper-right part of the screen.

April 12, 2007

Added tagging to project file uploads. Fixed sort function on project file list. Fixed some bugs in the client entry form. Fixed invoice number increment bug.

April 8, 2007

Completed the dashboard task widget which displays outstanding tasks ordered by project. Learn more about the task widget here .

April 6, 2007

Fixed numerous bugs on the finance reporting page that displays the YTD finance charts. Still more work to be done here.

April 5, 2007

Fixed a bug in the dashboard RSS reader that prevented feeds from being displayed when the widget was opened from the widget menu.

March 17, 2004

Finished the bug reporting tool. Now a user can submit a bug report from anywhere in the application by clicking the  icon in the upper-right system menu.

March 14, 2007

Reworked how RSS feeds are read. Initially, RSS feeds would be read before the dashboard page load when a user logs in. If a user had many feeds, it could take 30 seconds or more before the dashboard would render. I moved the RSS read operation to take place after the dashboard renders. I still don't like how it works but it'll do for now.

March 8, 2007

Added tagging feature to Projects, Clients, Project Files and Invoices.

March 2, 2007

Repaired bugs in user signup process.

March 1, 2007

CreativePro Office beta is officially released.

CreativePro Office and Omnidrive

By Jeff Mar 14, 2007

CreativePro Office has a nice feature that lets you upload files to individual projects and then make certain files visible to your clients. For example, you've just finished 2 Photoshop comps of a brochure for a client. Upload them to the project, make them public and your client can now view the files and comment on them in their client area.

The problem is that this feature is not scaleable right now. CPO currently exists on a shared hosting platform andOmnidrive online storage without venture funding or a solid revenue model, this is the ways it's gonna be for the near future.

For the past few weeks I've been looking around for an online file storage service to integrate with CreativePro Office.  I first looked at Box.net because they are integrated with both Pageflakes and Netvibes .  Box.net provides 1GB with their free plan and they have great API documentation.  However, the API requires that you login to your account at the Box.net website.  That won't work.

Then I found Omnidrive .  They also offer a 1GB free account and their API can be accessed from within CPO - users are authenticated through a REST call.  The only problem I've run into so far is their API docs - they're terrible.  But I'm making some progress and once I get a working prototype, I'll release the PHP API code in a blog post.

Thanks for reading.

Jeff 

CreativePro Office and IE (thanks for your patience)

By Jeff Mar 8, 2007

So I've had a couple of questions recently concerning IE support on CreativePro Office. Currently, the layout breaks in IE 6 and 7 and there are some JavaScript issues with IE as well - surprise, surprise! And CreativePro Office hasn't even been tested on Safari yet.

Yes, I do intend to support both Safari and IE (6 and 7) in the near future. So, what's the holdup? Well first of all, CPO is in beta (some might even say alpha) release which means things are changing and changing daily. Also, when building any web app, I prefer to work exclusively in Firefox as do most folks. Once the layout and JavaScript behaviors are nailed down in FF and I'm happy, then I know how things are supposed to work. I've found that testing in multiple browsers as I develop is a massive waste of time because the testing scenario usually goes something like this:

  1. Build layout in Firefox.
  2. Test layout in IE - find that it breaks.
  3. Fix layout for IE.
  4. Tweak some styles, elements, JavaScript, etc. in Firefox to accommodate changes made for IE.
  5. Test layout in Safari - find that it breaks, though not nearly as bad as IE.
  6. Throw out an entire chunk of the UI or JavaScript code make way for new features.
  7. Go back to #1 and repeat.

So until users are satisfied with a stable release of CPO, plan on using CreativePro Office with Firefox on a Mac or PC. I'm sorry if this presents an inconvenience and look for enhanced browser support some time in May of 2007.

Thanks for reading.

Jeff

 

CreativePro Office Beta Launches...Finally!

By Jeff Mar 1, 2007

OK, here we go. The CreativePro Office beta officially launches today - no more putting it off. I missed my original launch date by 2 months but a lot of good stuff has happened in that time...

  • Tasks and milestones can now be added to projects,
  • Tasks can be viewed as a Gantt chart,
  • Files can be uploaded to projects,
  • Multiple users (employees, contractors, administrators) can now be added to a CPO account,
  • An integrated bug reporting tool has been added,
  • The app was converted to PHP 5 and lots of code was refactored.
There are still some known issues that I intend to address in the next 2 weeks...
  • The client area needs a lot of work. The client area allows your clients to login with credentials that you assign and view their projects, invoices and public project files.
  • Invoice editing has a JavaScript bug that incorrectly calculates the invoice total when tax or shipping is included.
  • The tasks dashboard widget needs to be built.
  • The task Gantt chart feature has some formatting issues.
  • The Office Search feature needs to be completed.
I'm sure there are other bugs that will crop up once some folks begin hammering the app. But that's what this launch is for. I decided that CPO had come to a point where further development really depended on getting some user feedback.

So, if you haven't already Sign Up for a free account and let me know what you think. Your comments and suggestions are always appreciated.

Thanks for reading.

Jeff

Saying Goodbye to Some Great Ideas...For Now

By Jeff Sep 27, 2006

I LOVE building web apps which is why I find myself building CPO in my spare time after work much to the dismay of my wife, Heather. Unfortunately, what often begins in my head as a simple idea turns complex once code starts filling the editor window. So, one month into development, I’m forced to decide which of the many ‘non-negotiable’ features make the cut in the January alpha release. Why release in January? I knew early on that I wanted something, anything in production by the New Year in order to start the feedback process.

Now, the hardcore, dyed-in-the-wool software architects among you might consider this approach odd if not outright amateur. Of course you’re supposed to begin with a release date and a functional spec and never depart from either during the course of development. Ok, I have a release date and my functional specs are around here somewhere on a napkin or sticky note – I think. Normally, I start with one primary app module, let’s say the Invoicing module for CPO. First I need to be able to enter some invoices so other portions of the module can be tested with fake data. Oh, but wait – each invoice is predicated on a project so that means the project module framework should be fleshed out a little bit. Now I’m getting sidetracked. A project may have several team members associated with it – do I build the Team module now or wait ‘till later? Alright, it’s not critical to invoicing so let’s leave it for now. Back to the Invoicing module, I’m now trying to decide between emailing invoices as HTML, PDF’s or a link to an online invoice only. What about entering payment information once the invoice is collected?

My suspicion is that many of you construct web apps in a similar fashion. You begin by creating module ‘skeletons’ and then seeing how they might interact. Once the interactions are known, you think about the most user friendly way to render them. All the while you’re writing code for many modules simultaneously until that magic ‘Aha!’ moment occurs and the app begins coming to life. This sub-species of agile development (some might call it hacking) is best described in a quick read called Getting Real by the folks over at 37 Signals.

With provocative chapter title like Ignore Details Early On, Scale Later and Half, Not Half-Assed, Getting Real is quickly becoming the handbook for rapid application development - certainly among the open source crowd. Heck, you can even read it for free.

So, my task for this evening is to sit down and not get up until I figure out which features are must-have's for the alpha launch. If I can stay focused, the list should be up in a day or so. Thanks for reading.

Jeff


First, Some Introductions

By Jeff Aug 2, 2006

Since 2001, I've run UpStart Productions as a one-person web consulting company. CreativePro Office was born in 2003 in a response to boredom and frustration. Boredom because I was trapped indoors for 3 days during a freezing rain/snowstorm here in Portland, OR. Frustration because, back then, the state of web-based project management tools for small shops or freelance professionals was less than stellar. Oh sure, there were emerging tools like Online Timesheets, Function Fox and a few others than I am probably not aware of. However, at the time these were all single purpose tools ill equipped to handle the complete project management lifecycle. Online Timesheets tracked hours spent on a project, Function Fox provided the invoicing capability. So, for $12 per month one could enter their billable hours into one app and then transfer those hours to a $35 per month app that would then invoice the client. So I get to pay 2 bills just to track and invoice hours? Nuts!

In my perfect world, one app would handle client contacts, project tasks, billable hours, invoicing, expenses, and provide a space for collaboration among the developer, subcontractors and clients. Initial client contact to final project invoice would be handled by one, integrated environment. Oh, and it would be FREE! Not free like “you can send one invoice to one client per month” free, but completely free for all features.

Well, that initial push of creativity saw a very small version of my dream realized. I released an alpha version, received some feedback, tweaked the app to a point where it was usable (to me anyway) and then promptly went on to other projects. July of 2006 saw a major rewrite of the app and January March 1st, 2007 should see a new alpha release. Which features get thrown into the initial release has yet to be determined but a short list will probably include:

January March 2007 Release Features

  1. Client manager and interface
  2. Invoicing
  3. Expense tracker (Removed until polished - or until someone screams for it)
  4. Quotes and estimates (Coming summer '07)
  5. Project and task manager
  6. Comprehesive, 'at-a-glance' executive dashboard
  7. User manager for employees, sub-contractors or other administrators

We'll see how things progress. Thanks for reading!

Jeff