Changelog
Follow up on the latest improvements and updates.
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What's new:
- Unified comments feed- Task comments now appear directly in the project's main comments feed, alongside project-level comments. No more opening each task individually to catch up on activity.
- Clear labeling- Any task comment shown in the project feed is marked at the top in blue text as "Task Comment: [task name]," so you can immediately tell it apart from a project-level comment and see which task it's tied to.
- New comment filter options- The project comments feed can now be filtered by:
-
All Comments
– project and task comments together-
Project Comments
– project-level comments only-
Task Comments
– task-level comments only
Why it matters:
Previously, task comments were only visible from within each individual task, making it easy to miss blockers or updates buried across multiple tasks. Now, all comment activity for a project - project-level and task-level - surfaces in one place, with filtering so you can zero in on exactly the type of activity you care about.
Time Logs now show a Start and End time for each task or project row, in both the By Project and By Task views.
Previously, Time Logs only showed a total duration, with no indication of when that time was actually tracked.
Now:
Each row shows the Start of its earliest time entry and the End of its latest - giving you a time span alongside the total.
Running timers show a Start time with no End yet, so it's clear at a glance that tracking is still active. The End only fills in once the timer is stopped.

Note: this is still one row per task/project - if time was logged across multiple days, you'll see the earliest start and latest end, not a separate line per session.
Tasks now show two small icons right next to their name:
Sub-tasks icon - appears if the task has a checklist
Comment icon - appears if the task has comments, and shows a dot when there's a comment you haven't read yet

Why it matters: You can now tell at a glance which tasks have activity or checklist items worth checking, instead of opening each one to find out.
You can now create custom fields at the project level, not just the client level.
A lot of the data firms track actually changes project to project, or needs to follow a recurring series over time: in dates, out dates, extension deadlines, who's preparing vs. reviewing, a link to that engagement's workpaper folder, and more.

Project custom fields give you a place to put that information, right on the project itself.
What's new:
- Create up to 10 project-level custom fields, using any of the same field types available for clients - Text, Dropdown (single/multi), Pill (single/multi), Badge (single/multi), URL Link, Firm Member (single/multi), and Date Picker.
- Add or edit field values from an individual project profile, at the series level so updates carry forward across a recurring engagement, or directly inline on the Projects table (permission dependent).
- Use project custom fields as columns and filters on the Projects page to find and sort work by the attributes that matter to your firm.
- Mark Text fields as sensitive to keep them masked until revealed on the project profile.
Where to find it:
Head to the Projects tab and click Custom Fields near the top of the screen to get started.
We've given Notifications a full refresh. Here's what's new:
Separate Updates and Settings tabs
Your notification feed and your preferences now live in their own dedicated tabs, so it's easier to scan what's new without digging through your settings.

Overdue notifications
You can now get notified the moment a task or project you're assigned to passes its due date, separate from the "due today" alert. Turn these on independently for in-app and email under Settings.

Filter your feed
The Updates tab now has filter pills so you can jump straight to what matters: All Notifications, Overdue, Project, Task, Mention, or Miscellaneous.
Hide read notifications
A new eye icon lets you hide notifications you've already read, so your feed only shows what's new.
A cleaner look overall
The whole Notifications area has been redesigned for better readability and easier scanning.
As always, notification preferences are personal. Each team member sets their own, and changes only affect your account.
You can now see your team's time usage across multiple months, not just one week at a time. The new Yearly view sits alongside our existing Weekly view, giving you a zoomed-out look at capacity trends over the year.

Click any square to pull up a detailed breakdown at the bottom of the screen - so you can go from a high-level overview straight to the specifics without leaving the page.

What this means for you:
Spot capacity trends and bottlenecks across months at a glance
Drill into any specific week or month for more detail
Switch between Weekly and Yearly views depending on what you need
This feature is available exclusively on Premium accounts.
You can now create Badge Single-Select and Badge Multi-Select custom fields for clients. They work just like our existing Dropdown fields, but each field can be assigned a color so selected options show up as colored badges wherever the field appears in a table - making categories easier to scan at a glance.
Fully filterable, just like every other custom field
Supports up to 50 options per field
Note: Color is currently set at the field level (not per individual option), so all options within one badge field share the same color. Want a multi-color status field? Create a separate badge field for each color for now — true per-option coloring is on our radar as a future enhancement
You can now save your filtered Tasks table as a Saved View - no more rebuilding the same filters every time you log in. Once your filters are set, just name the view and save it. From there you can edit, duplicate, or delete any of your Saved Views whenever you need to. You can create up to 25 saved views on this table!

Custom fields just got a lot easier to manage.
Previously, custom fields lived behind a small icon on the clients table, opening into a drawer that showed every field at once which made it tricky to find what you needed or understand how your fields were actually being used.
Now, Custom Fields has its own tab on the Clients table, giving you a clear, dedicated view of everything in one place.
## What's new
A proper home for custom fields
Custom fields have moved out of the old icon-triggered drawer and into their own tab, so you can see and manage them without digging through the clients table.

See usage at a glance
Each custom field now shows how many clients are using it, making it easy to spot which fields are actually in use and which might be worth cleaning up.

Inline editing
Rename a field right from the list - no need to open a drawer just to fix a typo or update the name. Hover over a field and select open for further field editing.
You can now save your filtered Projects table as a Saved View - no more rebuilding the same filters every time you log in. Once your filters are set, just name the view and save it. From there you can edit, duplicate, or delete any of your Saved Views whenever you need to.

We've also added two views automatically for everyone:
Firm Overview - replicates the classic default: all projects not started or in progress, due last month, this month, or next month.
Default - no filters applied, so you've got a clean slate to build your own custom views from.
Also new: the Filter and Add Columns buttons are now icons instead of text, giving the toolbar a cleaner, more compact look.
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