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