Changelog

AI Task Assistant

This new feature helps your clients submit tasks by helping them think through their requirements. They’ll be able to chat with an AI and at the end the AI will be generate a complete brief.
You can disable this feature by going to Customizations > Client Portal

We welcome all feedback for this new feature

Active clients only

This new addition will hide inactive clients from All Requests board. This way you can focus only on clients that have an active subscription.

Need to create a custom form for a client to submit new requests? You can now add forms to a client's project, even if they haven’t purchased the service.

Easily generate professional, client-facing reports from your ongoing agency tasks.

• Smart Filtering: View all active tasks across your agency and filter by client, stage, assignee, or status.

• AI-Powered Summaries: Select any combination of tasks and click “AI Report” to instantly generate a structured report.

• Report Structure: Automatically includes:

  • Overview – A snapshot of what’s going on.

  • Updates – Key progress and status changes.

  • Highlights – Major wins or milestones.

  • Blockers – Issues or delays that need attention.

  • Conclusion – Next steps or summary takeaways.

• Custom Instructions: Add your own context or questions to tailor the report tone or focus.

• Client-Ready: Edit the report in a rich text editor and export it as a PDF to share with your clients.

✋ Remember to give us your feedback so we can improve this new feature!

Client Onboarding Updates

We've made significant improvements to Client Onboarding. After extensive discussions and data analysis, we rebuilt the system to support Task Forms, allowing you to create custom forms for clients to fill out for onboarding. This is perfect for collecting brand assets or other essential information before starting client work.

Additionally, you can now require clients to complete a walkthrough before accessing their portal after checkout, ensuring a seamless onboarding experience.

To keep things on track, we've also introduced automated email reminders—if a client hasn't completed their onboarding checklist, they'll receive a follow-up email every two days.

Other changes

• Redesigned Task View

• AI Task Form generator

• Create Task Templates and editing capabilities

• Redesigned New Request form

🐞 Bug fixes

• Duplicate task form questions

• Added task archiving functionality

• Improved task templates subtasks with relative due dates

• Fixed timezone handling for deadlines

• Enhanced project and task editing interfaces

• Fixed adding new Labels functionality

• Added paper trail to task edits

• PDF commenting issues

• Move tasks to other boards

• Text truncate styling issues

• Updating title of nested board

• Editing title of the task
  

We’re excited to announce the official release of our updated Task Forms, designed to enhance both functionality and aesthetics.

✨ What’s New?

✅ Categories – Assign task forms to categories so clients can find what they need faster.
✅ Sections – Break questions into sections to keep them clean and easy to navigate.
✅ Shareable Links – Send task forms directly with a simple link.
✅ Upsell Add-ons – Offer additional services right within your forms to boost revenue.
✅ Design Updates – A sleek, modern look that makes submitting tasks a delightful experience.

This update is all about helping your clients collaborate with you effortlessly while giving you more control and flexibility over how you collect information.

Try the new Task Forms today and let us know what you think! 🚀

- View files uploaded to requests
- Search for files & folders faster
- Highlight to mass move or delete files
- 2x load speed

🔥 This is what we released over the weekend!
- Nested task boards
- Documents
- Embeds

✨ Other updates
- Version control from a file and design updates
- Performance update for first time load
- More translation for client portal
- Paymentless Services (Add Services WITHOUT Stripe or PayPal)

1. 🆕 Custom properties - Add custom properties to a request.

2. 🔵 Inline-notifications - We’re experimenting with inline notifications to make it easier to know where your attention is needed. Currently supporting New Requests and Request Comments. We’ll be adding more once we double check there’s no performance issues.

3. 🔔 Review comment notifications - Notifications for comments on a review link will be sent only to the uploader and anyone assigned to the request.

4. 📁 Upload attachments - You can now upload attachments after a request has been submitted.

🐞 Bug fixes:

• Mobile bug fixes

• Client not getting email notifications on new task comments.

• Calendar dates not syncing with board view dates

• Calendar view not saving on page reload.

• Due date is not matching what we select on calendar.

• Calendar performance updates

  • Changing due date

  • Adding a request to the calendar

  • Loading all requests with a deadline

  • Viewing requests to add to calendar

😌 Usability updates

• Create Services without Stripe or PayPal integration