Just a few months ago we released the HubSpot integration for the advanced report templates which are available on the Program Manager plan and today, we are glad to extend supporting of those templates on Pivotal Tracker. 🤩
So, what we've released today:
1️⃣ Pivotal Tracker integration for the Program Manager templates. So, right now you are able to run Planning poker, Backlog grooming, Tasks based surveys not only for Trello, JIRA, Asana, GitHub, or HubSpot tasks but also for Pivotal.
2️⃣ Pivotal Tracker integration for the "Task response" question types. So, you can answer the questions by selecting the Pivotal tasks from a dropdown menu within Slack, like it was previously released for Trello, JIRA, Asana, GitHub, and HubSpot.
In the time when we all have to be distributed the new opportunities also are opening.
Now, you can invite experienced experts to your team rituals to improve it or solve any problem.
How to do that?
1️⃣ Click "Create report" on your Automation tab in Standuply.
2️⃣ Select an Experts from the list.
3️⃣ Schedule a call with the Expert on your daily process time (like standup meeting or retrospective etc).
Note: Set up your team members to send them a copy of the call-link in Slack on the 2nd step of scheduling the call with the Expert.
!!!Profit!!! At your process time, the whole team will get the link in Slack to join the video session. Along with the team, you'll meet the invited Expert who will help you with your problems during the call.
As you hopefully know, along with the team answers you can also pull the key data from your team tools and attach it to your summary report.
Standuply is designed to provide a complex picture of how the project goes to all the team members and stakeholders.
It's becoming possible but not only reviewing the answers of your team members but also by analyzing the task tracker data, product metrics, and other key staff that could impact on the actions of project activities correction.
We revealed the interface of data requests creation to let you understand from the first view of what data you can attach and share with your team to discuss and analyze.
See the full list below. The more options are coming soon.
We've just added the new bunch of the processes to automate via Standuply.
It's sorted by categories right now to let you smooth surfing through it. 🏄♂️
Meet new templates:
Sales standup. It's a classic standup report with sales team-oriented questions. 💰
Advanced sales standup. That's the report template that requires integration with your CRM. Standuply supports Hubspot integration out of the box, so if your team uses it, you are able to run standup process focused on your certain assigned deals in CRM. You can also integrate your own CRM by yourself. Follow the standuply roadmap to be updated on new "out of the box" integrations launches. 💰💰💰
Helpdesk standup. That's also the report template that requires integration with your helpdesk center. Standuply supports Hubspot integration out of the box, so if your helpdesk team uses it, you are able to run standup process focused on particular tickets assigned to your support engineers in your help center. 🛠️
Sprint planning. So, with the new template, you can run all rituals of your Scrum development cycle. Standup meeting, retrospective, backlog grooming, planning poker, sprint goal, and sprint planning right now. 🏃♂️🏃♀️🏃🏿♂️
OKR's report. The more processes for your HR department. Plan the team members' OKRs and check them up later by running 2 new reports. ✅
More fun = more team engagement. We've also added some inofficial processes to increase your team engagement level. Order the lunch via Standuply, select the Friday's bar or share some weekly mems with your team. 🍕🍕🍕
We've just released the HubSpot integration for the advanced report templates which are available on the Program Manager plan. 🤩
So, what you can run from today:
1️⃣ Sales team surveys connected to the HubSpot data: Ask your team about the progress of certain deals assigned in your HubSpot.
2️⃣ Helpdesk standups based on the tickets in your Hubspot: Get the answers on progress for open tickets or users' requests in progress in your HubSpot.
To run those reports just choose the "Survey on current task" report template, connect it to your Hunspot and set up questions and params you need.
Later on, we plan to release dedicated report templates for Sales and Helpdesk standups with predefined questions.
Stay tuned :)
It's so awesome to be mentioned among such great product picked up by Forbes 🤩🤩🤩.
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