Changelog

Follow up on the latest improvements and updates.

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You can now use the "shift+click" shortcut with checkboxes in List View to select multiple items at once — just like in Table View. This brings consistency across views and makes it easier to manage bulk actions like assigning tasks, updating statuses, or moving items.
Screenshot 2025-07-11 at 9
You can now add a "Parent Project" column to your List View for better visibility into project structure and relationships. This makes it easier to group, sort, and report on related work — especially in complex project environments. This helps give clearer context when managing tasks across large initiatives.
To use the column in your project, head to List View, select the three "More" dots and check "Parent project" to add.
Screenshot 2025-07-11 at 9
We've improved how role data is handled in Timesheets. Role and Employee ID details in timesheet exports will now remain locked — even after a user has been removed.
This allows Timesheet entries to reflect the correct role at the time they were submitted, even if a user’s role has changed since.
Thank you to the team at i2Vision for requesting this feature!
You can now select actions in List View using checkboxes. Checkboxes will appear when you hover over a row or when an action is already selected. Subactions are not automatically included when you select a parent action, since they may not match the current view’s filters or sort order.
Screenshot 2025-06-26 at 10
This helps gives greater control over bulk updates while keeping the logic of how subactions are displayed and handled.
You can now use Workflows to automatically update an action card’s due date when a specific trigger occurs — like marking it “Completed.” This is especially useful for teams using auto-scheduling who treat the due date as the task’s end date.When triggered, the due date is set to today (with optional +/- day offsets), helping auto-scheduled dependencies adjust earlier.
Screenshot 2025-06-13 at 9
To turn this on for your workspace, head to Workflow Builder. There are now options to “Set due date” under the “Then” step. Updates follow existing date logic, are logged in activity, and skip non-editable due dates.
You can now filter Pivot Table results based on Project Budgets and Other Costs, helping you focus only on projects with relevant financial data.
Filters support minimum and maximum value ranges, the ability to exclude projects with no budget or cost, and an option to show only the top X results. This makes it easier to analyze spend and additional insights.
Screenshot 2025-06-13 at 9
You can now reorder action cards within a single day in Calendar View — no need to move them to a different day just to change the order. This works for both single and multi-day actions and applies in both the calendar cell and the overflow window.
A new optional “Sort by Rank” view allows you to manually reorder actions, while non-action blocks like holidays, projects, and approvals remain fixed at the top. Your selected sort type is saved automatically as part of your calendar settings.
Screenshot 2025-06-13 at 10
This gives you more flexibility to visually prioritize and organize your daily work.
We’ve reorganized the Widget Library to make it easier to find and select the right widget types. Widgets are now grouped into clear, functional categories:
  • Charts/Tables: Includes
    Bar Chart, Pie Chart, Line Chart
    , and
    Pivot Table
    for visualizing and reporting data.
  • Organize/Design: For structuring and styling your dashboard with widgets like
    Text, Image, File Library, Button, Section Header,
    and
    Project Details
    .
  • Dynamic Lists: Pull dynamic data into your dashboard with
    Goals List, Actions List, Projects List,
    and
    Risks and Issues
    .
  • Hive Apps: Surface data from Hive tools, including
    Goals, Notes, Project Status
    , and more.
Screenshot 2025-06-06 at 10
This update helps streamline your dashboard-building experience and makes it easier to find what you need based on widget function.
You can now mark a Proof as an
Internal Version
, keeping it completely hidden from external approvers.
This is especially useful when you’re still working internally — making early edits, sharing work-in-progress, or adding internal-only context — before looping in a client or external stakeholder.
When uploading a proof, there is now an option to check “Internal version”. Versions are marked with minor versioning (e.g., v0.1, v1.1) and are only visible to internal approvers.
Screenshot 2025-06-06 at 10
External approvers will not see these versions, annotations, or assets, and won’t receive any notifications or @mentions tied to them. This works across all supported proof types (file uploads, Google Drive, links, etc.).
Thank you to
Kathy
at
Azekco
and
Marco
at
GRIPS
for requesting this feature!
Users will now be able to reorder Notes entries in all notebooks. If you have a note with multiple entries, you can now drag and drop the order of those notes entries in whatever way you'd like.
Screenshot 2025-05-28 at 11
When you hover over the entry you'd like to move, you'll see a drag-and-drop option. You'll then be able to move the entry down or up based on your preferences.
Screenshot 2025-05-28 at 11
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