Home Redesign, Finance Module, Planner, Schedule, Roadmap & Fixes

Home

• Redesigned Home dashboard

  Home now opens to a daily overview above one task list spanning every project and client, with search, group, sort, and filter built in.

  How to use:

  1. Open Home
  2. Review the daily overview banner
  3. Search, group, sort, or filter the unified task list below it
• Central Inbox

  Project conversations and client conversations now live in one Inbox, with tabs to view All, Projects, or Clients separately instead of checking each one on its own.

  How to use:

  1. Open Home > Inbox
  2. Switch between the All, Projects, and Clients tabs
  3. Reply to any conversation without leaving Home
• Quick actions

  A + menu in the top navigation creates a project, task, time log, or expense from anywhere in the app, and an Invite menu next to it adds team members or clients directly.

  How to use:

  1. Click the + icon in the top navigation
  2. Choose New Project, New Task, Log Time, New Expense, or New Client
  3. Use the Invite button to add a team member or client
• Global search

  A single search bar finds tasks, projects, and clients by name from anywhere in the app.

  How to use:

  1. Click "Search anything" in the top navigation
  2. Type a task, project, or client name
  3. Select a result to jump straight to it

Planner

• Schedule

  A day-by-day grid shows what every team member is booked on, hours logged against a daily capacity you can customize project-wide, and weekly utilization, so overloaded or underused members are visible at a glance.

  How to use:

  1. Open Planner > Members
  2. Review each member's daily bookings and utilization percentage
  3. Check the team average capacity row at the bottom of the grid
• Project timeline

  A Gantt-style view lays out every project's phases against the calendar, with progress bars and a Today marker, so delivery status across projects is visible without opening each one.

  How to use:

  1. Open Planner > Timeline
  2. Scroll across weeks to see phase start and end dates alongside percent complete
  3. Use the Today marker to see what's in flight right now
• Team workload

  An unscheduled task queue sits next to team capacity cards showing booked versus available hours per member for the week, making it clear who has room to take on more work.

  How to use:

  1. Open Planner > Workload
  2. Review the unscheduled task queue on the left
  3. Check each member's capacity card on the right and assign accordingly

Finance

• Finance Overview

  A new workspace-wide Finance Overview shows revenue, cost, margin, and billable utilization across every project, backed by a revenue and profit trend chart, a cost breakdown, and a per-project profitability table. Budgets, Invoices, Expenses, Billable Time, Utilization, and Forecasts tabs sit alongside it in the same Finance section, replacing the need to open each project individually for financial health.

  How to use:

  1. Open Finance from the top navigation
  2. Review revenue, cost, margin, and utilization on the Overview tab

Task List

• Column filters for task list and roadmap

  Filter by Status, Priority, and other columns directly in the task list and roadmap views, without switching to the board.

  How to use:

  1. Open a project's task list or roadmap
  2. Open the filter bar
  3. Filter by Status, Priority, or another available column
• Open the task drawer directly from Add Task

  Open the full task drawer before typing a task name, for cases where you want to fill in details first.

  How to use:

  1. Click Add Task
  2. Use the expand option next to the input
  3. Fill in the task name and details directly in the drawer

Task Drawer

• Comment notifications link directly to the comment

  Clicking a comment notification now opens the exact comment instead of just the project.

  How to use:

  1. Have someone mention you or reply in a task comment
  2. Open the notification
  3. Land directly on the task with that comment highlighted

Projects

• Projects Overview dashboard

  The Projects landing page now shows delivery health, profitability, and workload signals for every active project in one list or grid view, so at-risk projects are visible without opening each one.

  How to use:

  1. Open Projects
  2. Switch between List and Grid view, or sort by health
  3. Check the Health, Profitability, and Workload columns to see what needs attention
• Sort within groups and choose visible columns on the Projects list

  Sort projects inside an expanded group (by Priority, Status, Last Updated, and more) and toggle which columns appear via a Show Fields setting.

  How to use:

  1. Open the Projects list grouped by Category, Priority, or Client
  2. Sort within an expanded group
  3. Use the settings icon to show or hide columns
• Roadmap

  A project-wide Gantt view lays out every project's timeline by month in one place, so scheduling conflicts across projects are visible without opening each one individually.

  How to use:

  1. Open Projects > Roadmap
  2. Scroll across months to see every project's timeline side by side
  3. Click a bar to open that project's detailed roadmap
• Recurring Tasks

  A dedicated Recurring Tasks view lists every recurring task across all projects and teams in one place, with filters by frequency, status, and team, and shows the next scheduled occurrence for each.

  How to use:

  1. Open Projects > Recurring Tasks
  2. Filter by frequency, status, or team
  3. Pause, resume, or check the next occurrence of any recurring task
• Files

  A centralized Files view lists every file uploaded across all projects in one searchable table, with the uploader, project, size, and upload date, instead of hunting through each project separately.

  How to use:

  1. Open Projects > Files
  2. Search by file name or scroll the table
  3. Download a file or open its project directly from the row
• Templates

  Project Templates and Task Templates now share one library where you can browse, preview, and use any template without switching between separate menus.

  How to use:

  1. Open Projects > Project Templates or Task Templates
  2. Preview a template's phases, tasks, and estimated duration
  3. Click Use Template to start a new project or task from it
• Time Entries

  A single Time Entries view lists every logged time entry across all projects and team members in one place, instead of checking each project's time log separately.

  How to use:

  1. Open Projects > Time Entries
  2. Search or filter by project, team, or member
  3. Review or edit any logged entry directly from the list

UI/UX

• The Home page Add Task button now stays in place after you create your first task instead of disappearing
• Roadmap now has a single toggle to expand or collapse the sidebar, replacing the per-task expand control for that purpose
• Organizations can now set a base currency so budgets, rates, and financial reports convert automatically for consistent, cross-project comparison
• Deleting a project now uses a clearer, guided confirmation dialog that matches the account-deletion pattern instead of a plain text pop-up
• All project template cards now use a consistent folder icon instead of a mix of folder and bug icons
• The Job Title table now has the same rows-per-page control as other settings tables
• Attachments added from the task drawer now show a progress bar, matching the existing file upload experience

• Fixed inconsistent task list refreshes, sync issues with My Progress Today and the Upcoming filter, and an error when navigating to Log Time
• Fixed tasks not appearing until refresh, a snapping sidebar resizer, and invalid status reordering on the Roadmap
• Fixed task name edits not reflecting in real time on the Planner and task selection issues in the Add New Task pop-up
• Fixed the phase popup refreshing unexpectedly, incorrect phase ordering in Finance, and phases that couldn't be reordered
• Fixed avatar overflow counts and broken or duplicate pagination across Reports and My Team
• Fixed bulk deletion triggering a full page reload, tasks not syncing in real time after status or assignment changes, and missing validation on task names and due dates
• Fixed dark mode hover colors, a generic error on login and refresh, and broken navigation bar search results
• Fixed the Save as Template pop-up reopening unexpectedly, project names with double quotes rendering incorrectly, and attachment upload and download failures
• Fixed the @mention dropdown shifting while filtering, subtasks reverting order after a refresh, and the estimated time field auto-incrementing unexpectedly
• Fixed disabled Spends buttons for Business plan users, incorrect currency display, and errors when opening the Finance page
• Fixed label color flashing, the organization logo not updating until refresh, and broken pagination in Settings > Clients
• Fixed missing hover tooltips in Client Inbox to match Project Inbox
• Fixed Kanban filters matching parent tasks instead of subtasks, and label colors not refreshing in dark mode
• Fixed new project categories failing to save when created from the Reports page
• Fixed low text contrast in the Recur Type column in dark mode