Tell us what features could make indema more valuable to you and your team!
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Purposefully Sequential Phases/Tasks
I’m creating custom phases and tasks to reflect our company’s workflow. Our phases are Programming, Schematic Design, Design Development, Design Documentation, and Implementation, with specific tasks under each phase that need to be completed in a particular sequence. Currently, I’m seeing that phases and tasks do not automatically populate in the order they are entered or arranged, which makes it difficult to maintain a logical workflow. It would be helpful if tasks could automatically display in a predefined order within each phase, rather than appearing randomly, so the workflow follows the intended sequence of steps. While adding dates can control the sequence, I’d prefer not to rely on dates just to keep tasks in the correct order. It is possible I am not understanding the UX, but that will be an issue for my designers who will eventually be using this program. Thanks!
Integration: Use Motion
I would love the ability to integrate Motion into Workroom for task management! (www.usemotion.com).
Note revision requests on products
If a client submits a revision request on a product, having that note appear somewhere prominent on the product - currently only finding it as a status update in the chat history.
Secondary approval type: "Liked"
Ability to release products to clients for their review, with a preliminary “like” or “disliked” status, rather than full approval. Our ideal workflow with statuses would look like: Sourcing Proposed - flipping to proposed allows a client to “like” or “dislike”) Liked (go through quoting process, pull onto estimate or selections board, then release to client for approval) Released (or sent, or similar) - reflects that the estimate or selections board is in front of the client for approval Approved
Add Duplicate option to Expense line items
be able to select and duplicate an expense. then alter that expense slightly {change dates etc} .super helpful with mileage expenses to/from jobsites frequently. rather than recreate this time after time for site visits or vendors we may frequent
Hide Mood board pages.
Ability to hide an individual page in mood boards so that if hidden, client doesn't see it in presentation view and it doesn't export when downloading (Canva has this feature). that way you don’t have to delete the page (i.e. a mood board you may want to revisit later, etc) or copy the entire presentation just to save 1 page.
Exclude products from Budget
Would love a way to keep products in the library with their pricing, but exclude them from their respective budget calculation (like items that are VE’d, etc.)
Un-Archive Contacts
Love that we can see archived vendors/contacts, but would love a way to un-archive them! The archive button is still available under the archived client, but doesn’t do anything since it’s already archived.
Control client messaging options
Ability to prevent clients from accessing individual chats with designers - we only want them to access the channels we set up for their project that would include the whole team eliminate auto-creation of individual chats - currently if a designer even clicks on a client name in the Comms, it automatically creates a one-on-one chat available in the client portal, even if no message was sent. indicate on comms when a client isn’t set up with a portal - we have a full list of all of the clients in the comms menu and could message them individually regardless of whether or not they have a portal set up
Increase functionality of Portal "products" page
Allow released product approvals (both selection boards and estimates) to be visible and/or accessed by client from “products” page in the portal "Needs You” appears for qualifying items on the products page, but the client is unable to expand product information, see costs, take action, or directly access the location to take action from the products page. it makes the “needs you” highlight at the top a little frustrating since it can’t be resolved. Instead they must know to find those actions either on the selections board under “messages” or the estimate under “finances”, or the “waiting on you” from the home page. Its a lot of places to potentially find information/take action, but not in the one place they will likely look first :)
Comms Notifications
Requesting the comms notifications also be indicated on the project they belong to, not just the specific chat. We have over 20 projects to scroll through in comms, and would need to open each one to find out which chat the notification is from!
Overall Category Budget creation
Currently the only way to build a Category budget is by creating placeholder products or actual products in the library and assign a budget value to each individual item. Our team needs a way to, in the budget tab, set an overall budget number for each category, i.e. “Plumbing” budget: $20,000.00, “Countertop” budget: $50,000.00. Our construction contracts only ever use these lump sums, and don’t have them broken down by individual products.
Carry-through Project Room settings
Rooms selected under a project’s main settings don’t seem to carry through the rest of the program: dropdowns in clipper and library for that project still show every possible room type selected rooms don’t appear under the client portal (under 06b “Rooms & Phases”) it shows there are no rooms and phases, even when they’re set selected rooms don’t appear in the project dashboard under rooms & phases
Clipper Defaults
A few clipper requests to improve workflow: Default to last-saved project Only allow selection of rooms already assigned to the project (currently have to type a room and every match in the general settings shows up) Match Qty types to what’s in the library
Refined Client Portal Access Settings
A one-stop shop to see what a client has access to across their projects, resend portal invites etc. Ability to more finely tune and clearly see overall client portal access: if a client has multiple projects the ability to hide one of the projects from the portal Ability to hide a project from one stakeholder, and adjust portal view settings per stakeholder Existing list under comms is super helpful, but ideally relocated from the Comms->client chat settings - we’re always nervous we’re adjusting settings for that comm, not that project in it’s entirety, and we have to create a client-facing chat in order to access those settings at all Client Portal preview - so we can see what they’re seeing and confirm settings are as expected
Placeholder Products
It would be helpful to have a way to create placeholder products directly from a project’s library page, rather than relying on default settings and/or getting it all considered from initial project set-up! (especially since updated settings don’t retroactively apply to existing projects)
Super Admin Revamp Tracking
Keeping track of updates needed in Super Admin: Impersonate user accounts Total user tracker so a secondary section under Accounts called users or ability to access users via Accounts (see their adoption, activity, etc) Be able to eliminate certain plan types from churn risk to keep data clean (LTDs, etc) General UI cleanup of Accounts page (sorting, filters, etc - whatever else you have noticed.) Fix logins so we can each have true superadmin logins, super admin notifications, going to our real email Update Revenue, Revenue Intel, Module Tracker Add Campus Manager to Super Admin so we can start uploading and tracking videos there and seeing who is watching 🕵️♀️ Activity Log (potentially group by chunks of time & user instead of every date stamp.) Should we have email, tasks, automations in super admin? Wondering if we can somehow integrate Roam/Featurebase/Internal comms? Or something. (much later thing, just an idea) I am sure there are ton of other things you have noticed since you user it more but I feel like that is why I don’t use it as often as we could because the data doesn’t feel accurate.
Drag & Drop
It would be great to have the ability to drag and drop lead phases, project phases, service roles different cases such as the flow or alphabetical order without having to start over.
Timelog Status
Currently the timelog status field on any timelog entry can be updated at any time by any user. This allows for the potential of unwanted changes to timelogs after internal reviews and client billing. The authority to change a status and the underlying information should be managed in permissions and/or at the project level. The project lead, principal designer, or studio mgr should have restricted access to update the status to “reviewed” (bulk functionality needed). Once reviewed, timelogs cannot be edited and can only be reopened for editing by one of them. Further, the status of a billed timelog should only be able to be reopened if the timelog is removed from a client invoice or if the invoice is cancelled. Otherwise the log details should be locked down for editing for everyone.
Specific Emails for Specific use-case
For example, quotes reply-to email go to ABC PO emails reply-to email goes to XYZ