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Info

Learn about new features and enhancements in the latest release notes for TeamForm.

💡 Roadmap feedback & ideas

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Status
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titleNew Feature
Status
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titleImprovement

January 2024

  • Status
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    titlePEOPLE LIST - DATA EXPORT
    Improved People Search with CSV download functionality, now available on the People List page and in the Insights page (People card). Authorised users can export search results directly from the app—no more reliance on external tools. The export supports up to 10,000 rows and includes person, team and tag details. Additionally, the new advanced search filters provide greater flexibility in locating and analysing people data across the organisation, making the process more intuitive, faster, and highly efficient.

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    titleForecast
    Improved Forecast customisation to support a wider variety of business processes and use-case. Our unique forecast solution has been improved allowing a number of new customisations which enable the Forecast functionality to be applied to a wider variety of use-cases in an enterprise.

December 2024

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    titleStrategy View
    Feeling overwhelmed by the Strategy view, TeamForm has listened and is reducing the amount of content being loaded on screen. The direct information is still there and can be explored. TeamForm is adopting a new Insights panel alongside the Strategy view, look out for that and how the two connect.

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    titleperson history
    TeamForm collects detailed information about changes to people over time and is now displaying more of that data on the person history tab. The history tab will now show changes to a person’s address, manager, FTE, email, and many other fields, allowing users a better understanding of the way a person’s information has changed over time.

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    titleallocation FTE CAP
    Over allocation of an employee is to be avoided, and now TeamForm provides validation to stop this from occurring. TeamForm will no longer allow a person to have a greater FTE allocation to teams than their capacity to work, and will display validation messages to users attempting to over-allocate. This validation is configurable by TeamForm admin users if required.

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    titleallocation INSIGHT
    TeamForm introduces Allocation Distribution widget to help team leaders manage team capacity effectively. The new feature ensures resources are allocated efficiently, preventing over-allocation and supporting balanced workloads. Leaders can now visualise team allocations with a donut chart, categorising team members into over-allocated, fully allocated, under-allocated, and unallocated groups. The widget appears on the Insights page and provides an interactive view, allowing leaders to expand categories for detailed insights, including names and allocation details. This enhancement makes capacity planning simpler and more impactful, helping teams contribute effectively to organisational goals.

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