1. Embed Videos in Documents

    New

    1
    • Added support for video embeds in documents. To embed a video, enter any YouTube, Loom, or Vimeo link in the document.

    Improved

    1
    • Minor fixes to site documentation fields.

    Product areas:SitesProposals
  2. Deadlines and Tasks Keyboard Shortcuts

    New

    2
    • Keyboard shortcut for toggling deadlines.

    • Keyboard shortcut for opening the task details panel.

    Improved

    1
    • Improved the UX around tasks so task completion toggles properly.

    Fixed

    1
    • Fixed bug causing the update for an open task to not render properly.

    Product areas:Tasks
  3. Tasks Column in Views

    New

    1
    • Added a Tasks column in views. Show task counts or a dropdown per Project or Site.

    Improved

    1
    • Improved the loading state when switching between views.

    Product areas:ConversationsTasks
  4. Notifications for Email Opens & Task Assignments

    New

    2
    • Added notifications for when an email is opened.

    • Added notifications for tasks — when a task is assigned to you, a reminder for due tasks, and when a task is completed.

    Improved

    1
    • Improved load times for views.

    Fixed

    2
    • Fixed issue where documents section was missing in full-page views.

    • Fixed issue where Task List settings were not being applied.

  5. Site Documentation & Document Tags

    New

    2
    • Added a new site documentation system. Users can now document site-specific information such as the Network Brand, Remote Support Settings, ISP, and more. Navigate via the Site's ellipses menu → Edit Site Documentation.

    • Added Tags for documents. Tags make it easier to filter and organize documents.

    Improved

    2
    • Improved the animation/transition for collapsible sections within the panel.

    • Improved the behavior when a filter is applied. The page now reloads when a filter is applied so you see the latest data.

    Fixed

    1
    • Fixed issue where the labels color wasn't rendering properly in certain scenarios.

  6. Document Versioning

    New

    1
    • Added document versioning. View past states of a document or restore previous versions.

    Improved

    1
    • Improved the way Provision User Tags render in the Recipient Editor.

    Fixed

    1
    • Fixed issue where pressing Enter while in the folder creation input wasn't creating a new folder.

  7. Collapsible Folders & Document Rename

    New

    2
    • Folders can now be collapsed/expanded.

    • Documents can now be renamed.

    Improved

    2
    • Added support for filtering in document view by Tags.

    • Navigating to a document now closes the document table.

    Product areas:Proposals