You can now update multiple clients at once from the Clients page using Bulk Edit.

With this release, you can:

Select multiple clients and update their client assignee in one action

Change client status for several clients at the same time

This update makes it faster and easier to keep your client list accurate and up to date!

We’ve launched a completely redesigned Tasks page that brings task management into the same powerful table experience used throughout the app. The new Tasks view includes infinite scroll, table search, customizable columns, filters, and export that makes it easier to find, organize, and act on tasks at scale.

Key improvements include:

🔍 Quick Search & Filters – Use the search bar and advanced filters to drill into specific tasks.

👤 Task Assignee Filter – Quickly switch views between your own tasks and those of teammates, depending on permissions.

📅 Time-Frame Filters – One-click filters to focus on common date ranges like overdue, due soon, etc.

🛠 Bulk Editing – Select multiple tasks via checkboxes to update assignees or due dates in one action.

📊 Custom Columns & Export – Add or remove columns to tailor your view, and export your filtered table to Excel.

✅ Task Actions – Mark tasks complete directly from the table or open them to update status, comments, and checklists.

This release centralizes task work into one flexible, table-driven experience so you can manage, prioritize, and track work across your team from one place.

We’ve refreshed the app sidebar with a cleaner layout, updated visuals and clearer section grouping (Work, Workspace, Account) to make navigation easier.

The sidebar can also be collapsed to give you more space to focus on your work

We’ve made several enhancements to the Clients Table to make it faster and easier to work with your data:

Pagination has been removed, so you can scroll continuously while additional records load automatically.

A new search bar in the toolbar lets you quickly search your clients by keyword.

Reorder columns by dragging them and resize to better fit your data.

You can now manage user access with granular permissions instead of broad level-based options.

Account admins can customize permissions per user, giving teams more flexibility and control over who can view, create, edit, or manage different areas of the platform. This makes it easier to tailor access as your team grows and responsibilities change.

Admins can update permissions at any time from the Accounts tab. Click here for more information!

We've recently added or improved a few features on the projects table view! In addition to adding a search bar, we've also released:

In the project table, we have a filter for "Due This Year"

We’ve released an update to the import process to improve email validation and support longer TLDs for client primary contact emails (for example, you can import clients with a 'email@example.shop' email address

Completing a task now marks all its subtasks as done.

You can now rearrange project columns (in addition to adding columns from client custom fields)