Bloo Webinar & Transcription
What’s going on, Sumolings, thank you so much for joining us for another product walk through webinar. I am Lindsay and today we are joined by the team over at Bloo. Bloo as their project management platform that includes boards, calendars to Duse, files, the signees and more to keep everything organized and efficient. It is on APSA right now, starting at forty nine dollars for a lifetime deal. But before we dove into the walkthrough, some real quick things.
The first is that if you want to tell us a little bit about your case, why you are interested in this pool, you can go ahead and do that over in the chat room. The second is that if you have any questions about the tool, the deal, how to get that up, go ahead and leave those questions in the Q&A box down below this video. And we will circle back to them at the end of the walk through.
We do have somebody here to answer the questions as they come in. But of course, if you’re watching the replay, then you will stay tuned to the end where we will answer those questions. And, of course, we need to step out. This replay will be available for you a couple hours after we’re done reporting. All right. That is it for me.
Hey, Manny, how are you doing?
[00:01:10.590] – Manny (Bloo)
Oh, I’m very well, thank you.
[00:01:12.630] – Lindsay (AppSumo)
I am excited to have you there. Thank you so much for being here. I’m going to go ahead and pass this over to you for the walk through them and turn off the camera and kind of disappear. And you can just let me know when you’re ready for the Q&A.
[00:01:25.150] – Manny (Bloo)
Cool, awesome. That’s fine, so I’ll go ahead and share my screen. Looks good. All right, awesome. So, yeah, welcome to Blue. I’m just using the Mac right now because you can also access it on on the Web or iOS and Android.
So essentially, when you first log in, you’ll basically get to your home screen and you’ll see some overdue to DOS that you might have it. Also see your recent activity you can click through. And also you’ll see you’ll kind the active team members as well. So going from the left hand side bar so we can go on all activity and that will basically show you an activity feed from all your projects combined into one which is really useful as you’re kind of catching up on your day and you want to just go through all your projects and see what’s happened.
So, for instance, I can do that right now and I could see all the kind of discussions et that people have been having on. And a lot of that, funnily enough, has to do with the actual feedback that we’ve had in the last week, which is kind of cool. What I what we can also do here, and you can do this in a lot of screens is actually filtered by date. So, for instance, I can say, OK, well, let’s look at last month and listen to get my entire feed filtered by by last month.
And I am going to go back in time and see what happens. Yeah, the other thing you can do is also any time that you are assigned to do in any project you assign yourself or somebody assigns it to you, that will end up in my to list. So essentially, that’s your way of tracking what you need to get done through your day so you can see what a few items. Some of these are actually overdue as well. And I can actually click in and then see an item as well or market has done.
And I can also sort by name. So my start date and due date and even search right from from here. And then finally here we’ve got the calendar function. So this is actually a cross project calendar, which is really, really useful, especially for people that are running in a creative agency or any kind of professional service businesses where you have lots of different projects all at the same time. And sometimes it’s good to sort of take a step back and get a calendar view where you can see all your projects in one place.
And the cool thing here is that you can actually apply filters to to this. You can actually filter by different types of projects, but also by actually by by people as well, which is pretty cool because, for instance, if you’ve got a design team, you can actually filter down to a particular designer and you can see all that work that’s coming up across different modules. If you’re lucky enough not to work on the weekends, you can also just hide the weekends when you have a little bit more focus there as well, and you can easily navigate back to previous months or skip ahead.
So that’s kind of the overall tools to see what’s going on generally in your company. And then on the sidebar here, which I’ve got close to the moment you actually have your list of products. So I’m going to show you this is actually the real project that we use every day to build. So you can see that we actually have a lot of ideas and a lot of things in our backlog that we kind of want to do. And we also got like any other software, we’ve got some bugs.
And then we also got the actual user feedback. And essentially this is going to combine both views. If you’ve used any other product management systems, you’ll be quite familiar with this view and you can basically drag and drop columns around as well as move to the through through a particular process. And you can have pretty much as many columns as you want. And also at the right hand side, you can then create new columns, as you mean. So obviously every project is different.
It’s going to have a different process. It’s going to have a different number of columns. But this kind of gives you a lot of flexibility. Yeah, then you can pretty much go and create in any any column you basically create credit to do, and that will instantly appear on everybody else’s screen. That’s also viewing the board because the board is actually real time as well. And yeah, we can then go and and click on the item and then you’ll see that you’ll you’ll get the individual to do view.
So we’ve got the usual things, such as the due date. You can actually set the stock and and then date, which is pretty good. You can also set multiple signees as well. So this is pretty handy if you’ve got more than one person who needs to keep an eye on things and then you can apply tags. So you’ll see a list of things that are already available on a project. Or I can go ahead and actually create a brand new tag by giving it a name and then selecting a color.
I’ll circle back to the Add More Fields button.
That’s pretty interesting, essentially, where you can actually manage your custom fields. You’ve also got a description area here so you can essentially write some text or upload some files. The trick here is that if you if you drop an image into a description, that will then show up as a preview on the board as well. So that’s a nice way to create sort of a mood board or to be able to see images in a glance.
And then we’ve also got a few checklists here and the same thing checklist items within a checklist can also have their own start date and due date, and they can also have multiple signees as well. So you can actually assign several people to do the same thing. On the right hand side, we’ve then got basically every time we’ve got an activity feed within each and each to do, and that’s pretty good because it tells you what’s happened in the history of that item.
As you can see here, every time something happens, every time a checklist is created or or do data set or even the name has changed. This is always updated here and tracked. And that’s that’s really, really useful. Then on on here on these three buttons, you basically got a couple of simple options, you can actually copy what to do across to to a new project. And this is pretty smart because we also allow you to pick what you want to copy across.
Sometimes it’s you know, you might want to copy something to a new project or you don’t want all the comments attached to that and so on. And you can also have a couple of clicks. Move that to any other project, which is pretty useful. Yeah, so this is actually just one view and we’ve got a few other views, so this is board. We’ve got the list view, which you have seen in my tattoos just now and then we’ve also got the cannon.
The View, as well as every project also comes with its own kind of the. And the cool thing here is that you can actually drag and drop to change the due date and start dates. And you can also stretch out as well. You can actually build build your timelines visually. So moving back to the board, there’s also these other boxes here are basically filters. So, for instance, I can I can decide that I want to filter by specific tags.
So let me see. I only want to see the bags available in blue. I can I can filter my bags and then I can see all the bags and where they’re at in our process versus with six hundred thirty five bucks in this project of over over time. And you can do the same with people as well. And you can also mix and match filters and other nice tricks that you can actually click on some of these Avatar profile image and that will actually filter the board immediately.
Right. And then I can kind of mix and match that with filtering by one person and then priority high. Right. So, yeah. And then click again and that will filter and it’s pretty quick. And the other thing you can do as well is filter by keyword. So for instance, if I’m looking for a specific item, for instance, French, and then I’ll instantly find Cat, there’s only one item that’s got the word French in it and this is here.
And then I can click on that and I can see that, you know, we’ve been we’ve been starting three days ago to translate that in French. And then I can actually play that filter and then I’ll instantly have that view there again. So the I think one thing that really sets blew apart in terms of the I’m on the board view as well, if this was quite good looking.
But we also got this this little figure here on on the right. And this is a feature called Automation’s. And essentially the the idea is that we kind of figured out that during the course of any project, there’s like a lot of repetitive actions that people need to take wherever it’s, you know, marking something is complete or adding a tag when something is moved to a particular list and so on. And so to basically cut down on when all this manual work we built this kind of automation engine and you can create a whole bunch of different rule sets that will then automatically trigger based on actions.
And it’s really, really simple to set up because you basically say, OK, well, when something happens and then you can, you’ve got a whole bunch of different choices. Right. So, for instance, when a new attitude is created and the feature ideas, then I can decide what action do I want to take on my behalf? Right. So, for instance, I can say, OK, well, I want that to to be assigned to me because I like to keep on top of all new ideas.
And then I can also add additional actions as well. So, for instance, I can change the due date and I can put a relative due date. So, for instance, I can give myself seven days to take a look at this particular item and then I can also, for instance, add attack. Right. As an example. So under review, so I can actually change a whole bunch of different actions to a particular trigger. Yeah.
And then I can actually enable that. And I’ve got a preview. Now, this is something that only administrators can actually edit in a project, but then all the other users can actually see what automations are on and then you can easily post these if you need, or you can even go back and actually actually edit these as well. And then you’ll notice that we’ve got this question mark button. And there’s a lot of you know, I think help is very, very important as you’re using software.
So, for instance, if you if you click on this, you’ll actually get our help on the right hand side that will actually teach you how to use automation’s. And then if you want to speak to either myself or Sarah on the team, you can actually do that either by email chat right within. So, you know, we’re always only a few clicks away. Yeah, that’s pretty much a summary of of the combined board and the two views, which is probably the main working area.
We’ve got a few other tabs here on the project as well. One is an activity, and this is pretty much the same as the all activity that we saw on the sidebar here, except that this is specific to to this one project. And again, I can filter by that. If an item has this kind of light blue shading, it means that this is something that you actually haven’t seen before and then you can actually click through and read what it is.
Then, yeah, then we’ve got discussions, so basically this is this is basically replacing email. So instead of having to do email chains, you can actually create new discussions and then people can reply to them. So this is pretty handy way to discuss things that are not particularly tasks or to DOS, but are just more like general updates.
Yeah, then we’ve got updates. This is basically you can inform your team how you’re doing and you can choose from three different statuses and say, hey, I’m feeling awesome. I can write a small description and then I can push up. As well. And then finally, his last two, we’ve got the files tab, essentially, any time that you upload files to any discussion or any comment I need to do, this will also be shown here.
So this is a nice way to typically be able to see what’s was being uploaded. And you can actually preview the files as well and then navigate through them. Or you can select multiple of them and download them all at the same time. You can obviously delete them and also you can locate them. So if you’re wondering, OK, this is an interesting file. What was the discussion around this file? You can then click locate and it will take you to open the to do where this file was actually uploaded originally.
Now, one of the cool things, and we’ve also got a few different we’ve got a different view as well for files, and you can also choose list view and then you can you can actually sort by Fritzes size type and upload date as well. I think one of the really awesome points for especially for Atsumi users as well, is that blue support is basically unlimited file storage. So we don’t have any caps on how many gigabytes of storage you can use or how much traffic or downloads you can have.
And yeah, we actually support files up to five gigabytes in size, which is quite rare. Most project management tools can put a cat box with 200 megabytes or one gigabyte, which is not great, especially if you if you deal with things like videos or be creative files. And so Glue’s is pretty good for that as well. And then finally, you can actually just drag and drop files onto the screen right here to upload or you can even the upload button and then you can basically select some files and start to to upload them and you can upload multiple files at a time.
And you don’t even have to wait for them to be uploaded. And you can you can actually continue using glue switch projects. And that will upload in the background very much like you would expect from Google Drive. Yeah, I think we have another thing to say, we we also saw videos, you can actually play them directly in blue. So that’s also pretty handy if you just want to check something out without downloading the entire file. And then finally, people.
So then, you know, people can just see the project, but they can’t anything at all. Or they can sort of drop comments on things, but they can’t create new tattoos or anything like that. I’m guessing we’ll probably have some questions around custom permissions as well as definitely something that we we want to do next year, because I think it’s really, really powerful as a feature.
But for now, we’ve got these five, five levels of access.
And that’s that’s pretty good for for mostly for agencies and client side members.
So that’s a pretty, pretty comprehensive overview of projects.
I do want to go back to to one thing. However, we we have the ability to also set custom fields. And this is pretty powerful because depending on how you use blue. So, for instance, if you’re going to be using it to like we are to track your product development or you’re going to use it as a sales CRM or something else, you know, like a social media calendar, sometimes you’ll need to basically tweak Bluetooth to your liking.
Right. And this is how you do it. Essentially, you click on add fields, then you can create a custom field, you can give it a name, and then you can you can select what type of field you want. And we’ve got a lot of choices here. It can be single, select and multi select. It can be a checkbox. We’ve got ratings and also things like email, phone numbers, currencies, et cetera. So there’s a lot to choose from.
So you can basically define your own data structure. And again, this is fantastic, if if you really want to have everything organized and then if you choose fields like email or phone numbers, you’ll then have abilities to actually call people through blue and one click and it will it will default to either your phone or your laptop calling software and the same thing with email. You get one click, you can open your email software and actually call people. So, yeah.
And I think what was really powerful next year is that once we come out with our API, if you have your data structure really well, you wouldn’t be able to to connect to a whole bunch of other tools and actually use that data as well. Yeah, the other the other thing I think, which is which I’ve always found really annoying and a lot of project management software and part of the reason why I kind of built my own to begin with is actually notifications.
And I never could find the right balance between being flooded full of medications and then but still being able to keep up with what’s important to me. So we were quite careful in how we would build an education system. And that’s available just on the top. Right. Essentially, you’ve got a master switch at the top. So you can basically turn this off, say it’s like a five p.m. or two weekend that you don’t want to be disturbed. You can just turn that off.
But when you turn that on, we actually have the we save your settings, right. Then you can essentially choose how you want to be notified based purely on on all the different notifications that we actually send out. And you can simply choose. OK, I do. Do I want to receive an email or do I want a push notification over on my desktop or on one of our mobile apps?
And, um, yeah, and then you can also decide which projects you want to follow so you can actually turn notifications off on a per project basis. And this is really useful because sometimes, you know, you need to be involved in a project and you need to be able to see what’s going on. But you don’t want to be paying every time something is happening. And so this is this is a really great even for managers who can pretty much just turn that off and so have access to the underlying data.
Then you’ll see that there’s a notification bill here. The to essentially this says that two people have actually tagged me in a comment and then I can actually click on that to read it, or I can mark that as read as well. So that’s that’s pretty cool. And I can also filter for unread mentions as well.
The other thing with notifications is that you can see, for instance, here at the bottom, I’ve got company matters and I’ve got number seven. So that basically says that are certain things that I haven’t seen in this project since the last time I went into it. So if I click on that seven, I’ll get taken to the project activity and then I’ll have items highlighted in blue that I haven’t I haven’t seen before. So that’s pretty useful to. Yeah, if you have a little bit with project settings, you can actually archive the project.
So that will basically lock it down so nobody can modify any of the data that all the original members in the project can still view the data and then that will be that will be moved from the projects here. It will go down to archives projects and then you can instantly archive the project if you want, and that will move. Back up to the nice way that once you’ve wrapped up a project that doesn’t sort of crowd out your project toolbar and it goes into a separate section.
Yeah, we also have a whole bunch of useful resources from support to our roadmap and links to download the iOS and Android app as well. And I’ll use a guide on the left here and the resources. Finally, I guess a few cool things. We do have that mode, which is very popular, especially people working at night. And then also we we have we have real time search. So for instance, I can search pizza and then that will instantly find the, you know, the one result that’s got Internet.
And I can kind of click on that and CBC that to do that. So, yeah, so that could do a pretty good overview of Blue. I think I’ve covered pretty much all the the main features. So it’s the key idea is to to really have something that’s simple and that anybody can use pretty much immediately. And in our experience, we also run a design agency and we often invite our clients into blue and we don’t really have to teach them anything.
They just join and then we start working with them right away. And that’s really the aim of what we’re doing here, because a lot of other systems, you can’t do that. You have to train your clients and they forget how to use it and so on. So this is a little bit different. That simple, and yet it’s powerful. Yeah, so I think Lindsey, that’s I think that’s a pretty comprehensive tour.
[00:23:34.240] – Lindsay (AppSumo)
Fantastic, thank you so much and shout out to Sarah, who’s already answered all of the questions in the Q&A box sibling, if you have any more that you would like to submit.
You can go ahead and send those. And now I do want to go through some of these, though, because, of course, people watching the replay are going to have some of these questions, too. So the first question, this one’s probably agencies and such, they want to know how can you set this up to be used with clients so that they can be assigned tasks?
[00:24:06.100] – Manny (Bloo)
Yeah, great question. So with that, essentially, if you’re I do have my my agency account here, but unfortunately, because it’s recorded, I wouldn’t be able to to share those projects. However, just to give an example, essentially, you would invite customers into blue and so on the on the people. You would look at people and good client and then basically type and you can put multiple email addresses here at the same time. You would you would add all the clients that belong to this project and then you would you’d hit at and then that will basically invite the client into blue.
That will get an email. They’ll need to accept the invite and then they’ll go through a simple setup flow or we just ask them a few questions like their name, and give them the chance to sort of upload a profile picture if they want to.
And then there will now only be able to see that one project that you’re in. And then once you want to assign them something you can essentially open to do and then go on site and select your client team member and then assign them to do right now what we like to do on the agency side, essentially, I like to have a column that’s actually dedicated for the client tasks and we put all the things that they they need to give to us, for example, or that or they need to review in that one column.
So then when the clients log in, they have everything in one place is not spread around different columns. So that would be that we one the. Awesome, thank you. All right, this one, we’re going to tag team this question because we have some questions about how this deal works, which is to be expected because y’all are first licensing deal. This is something that has been in the works at Epsom for quite a while. And we are excited to finally be rolling out licensing.
But I know that this is new to similar things. And and we got to communicate some of this, the changes to you. And also you will be seeing this on every deal, but hopefully, hopefully will one day, because I really like licensing. So the way the question that first came in is if I have purchased one code but I want to go to Unlimited, I just have to buy four more. And the way the licensing works is that you only buy a license for the terms that you need.
So it’s different from stacking. So if you want to go to Unlimited, you would just buy the Tier five license. It’s just one purchase you under it one time. It’s a little bit different than getting a bunch of codes to stack. So you might Lorenzo, this is where I kind of fail at this. I think you have to contact support to upgrade it. I don’t think that there’s a way otherwise to do that, but I don’t actually know.
I’m not sure. I think we had a few simple requests that I think maybe people just upgraded or downgraded by themselves. But I’m not 100 percent.
Yeah, there might be a way to do it. And I know that this is something that I should know. And I knew everything up to this point and then I failed at this. But you might have to you might have to contact most support team and they could do it for you.
There might be a way that you will see to do it. But no, you don’t have to buy the whole context of it that you learn. So you will not have to buy four more codes. You just have to buy the license for the for the engineer.
You’re welcome to buy four more codes if you want to buy as many as you want. I’m so sorry. I don’t mean to stop you from doing so.
Yeah. And also, I think the cool thing about the licensing is the codes also is that I think in the old way of doing things in codes, you have to get that code and then go and sign up on the third party site at your code in Trickey. I think with the licensing that we’ve integrated directly with absolutely. The technical team. So it’s actually, you know, you go through the flow, then you get from right into blue and it’s all set up for you.
There’s nothing else to enter, right? You you go right through an even if you if you check out blue beforehand and you you sign up for a free trial on our site and then go to sumo and then you decide you want to buy, we will automatically automatically kind of link those two accounts together anyway, because, you know, we will use the email that you you put in the activation for the license. And as long as it’s the same email that you registered in, Blue Dot account will automatically be upgraded to.
[00:28:36.310] – Lindsay (AppSumo)
Awesome, thank you. All right, Lorenzo also asks, what reporting options are there? OK, good question.
[00:28:44.560] – Manny (Bloo)
So we do have quite a few clients that uses for sales, including one company has, I think, almost a thousand six hundred people. So in terms of the reporting right now, we don’t have reporting built in. However, what we do have that’s coming out very shortly is the ability to import and export oriented news as a CSB file. So essentially what a lot of these companies are doing on the beta version is that they’re basically exporting all their tattoos as a CSB and then they can run their own analytics offline on that.
[00:29:20.710] – Lindsay (AppSumo)
Awesome, thank you. I have just two more questions here, simple things that I’m going to be asking. So if you would like to submit any, now is your chance to put them in the Q&A box as soon as they said that one came in. All right. So the next question that I wanted to ask you, we’ve gotten a few questions about who is considered a user in the deal terms. Is it administrators, members, clients, et cetera?
[00:29:48.140] – Manny (Bloo)
Yeah, great question. So actually, right now it’s everybody is considered a user. So if you if you buy this sort tier one, we you have 30 people that would include clients. However, we’re actually changing that that functionality and the way that works. Essentially, clients and below will not count as part of your limit. So essentially, it will only be your team members or administrators. Wonderful, thank you, Llorens, on a follow up question to the reporting.
[00:30:17.680] – Lindsay (AppSumo)
So when can I get the CSB report for export?
[00:30:21.100] – Manny (Bloo)
Excuse me. Good question.
I’m pretty sure that we are going to be shipping that to to better this month. So then that will be that will actually be accessible to everybody as well. So if we win this and the. And then we got a question, how long has this product been available to are always curious about the company behind the two? Can you tell us a little about. Yeah.
You know, I think we also had some questions on on the page about, you know, wherever we were, cash flow positive and that kind of stuff. So essentially, yes, a blue has been under development since April 2018. But our main business and the office behind me is actually a design agency. So essentially we build products and services for for quite large companies, companies like Heineken or CBRE, et cetera.
So, yeah. So I think what that is has been he’s been around a while, but it is sort of a product we built for ourselves initially. And then we started to kind of sell online as more and more people asked us if they could use it.
Awesome, thank you. All right, the last question here in the Q&A box. All right. I love the unlimited file number and file size aspect of the deal. It is almost magical. And this is, I’m sure, a shared thought among siblings. They love file size.
[00:31:48.050] – Lindsay (AppSumo)
However, I am concerned that a few really heavy duty users might bog down the service, should I be concerned? And another question just came in. What is the hosting infrastructure look like?
[00:31:59.750] – Manny (Bloo)
Great question. So Blue is hosted on Amazon Web Services. So I think with that reason it’s pretty scalable.
The files that people upload are stored on on what’s called a three simple storage service from Amazon. So it’s basically, you know, Amazon is basically unlimited storage, obviously have to pay for it. But but it’s not particularly expensive. And also it’s the thing that gets cheaper for us every year. Right, because in the long term, A constantly lowering their prices. The other thing that we’ve noticed as well is that the way projects run, most files are accessed very frequently right at the beginning of their life.
And then once files are sort of a month or so old, that very, very rarely accessed again because the project is done, that is archived. And so what we do is that we we have a clever system that basically manages to to move those to cheaper storage. So essentially, it doesn’t cost us so much to post all the historical files. The compromise there is a little bit slower to access all the files, but it will only take a couple of seconds instead of being right away.
[00:33:12.190] – Lindsay (AppSumo)
We all have thought of everything wonderful, Lorenzo wants to know who is the largest client you have. Is it you?
[00:33:22.450] – Manny (Bloo)
Good question. So, I mean, yeah, historically it was it was ourselves. We were a lousy client. We had I think we’ve got about 180 people on our design agency account. Maybe let me check on that. But that should be. She’ll be roughly that same, we’ve got about one hundred and eighty people in that design agency with that, but I think there’s so in terms of people numbers is definitely probably us and then a couple of other companies that are maybe a bit more than that.
But yeah, for us, you know, every every every ridgelines important, we you know, we don’t have different sizes of the counts, really. Obviously ximo there’s different tiers, but are general pricing is flat pricing for everybody, regardless of how many people they have. So, you know, every client’s got the same level of importance. Yeah. But actually, one thing we have to consider is one of our clients, which is a pretty big tech publication based out of Singapore, the.
[00:34:22.370] – Lindsay (AppSumo)
Wonderful. All right, the last question, is there a limit to the number of custom fields? Um, not that I’m aware of. We have never we never encountered limit. I mean, I think, you know, obviously, if you were to have like hundreds and hundreds of custom fields, then at some point, obviously your job to do would look a bit strange because you have to scroll down forever. That I mean, no, there’s no there’s no there’s no limit.
[00:34:51.570] – Manny (Bloo)
I think it’s just more of a useability limit. Right. Go.
[00:34:57.630] – Lindsay (AppSumo)
All right. And that’s it for today. So similar things. Thank you so much for joining us, as always. If you have not already, you can go to Atsumi dot com slash blue.
That is b o o and redeem your licensing codes. This is starting at forty nine dollars for a lifetime deal and of course is backed by APSA most 60 day guarantee. So you can go ahead and get set up, play around with it, see how it works for you. And of course once you’ve done that, we do love to read your reviews on the deal page. So far we’ve gotten nine reviews and a five TOCO rating. And of course, if you have any more questions, especially that we didn’t get to today, you can always leave those questions on the deal page.
Thank you so much, Manny and Sarah, for hanging out with us, for answering all those questions, for taking us on a tour. It has been great having you on the go.
[00:35:45.210] – Manny (Bloo)
Thank you. Yeah, bye bye.