Collect structured information without leaving the action that needs it. An action-card workflow button can open a configured Hive Form in a full-screen modal, prefilled with the action's title, project, custom fields, or other supported mappings.

The workflow continues after submission. Closing the form runs nothing, and submitted actions can be created as subactions of the original action. Opening forms from mobile workflow buttons is not included in this change.

Add the Open form operation to a button-triggered workflow, select the form, and configure prefilling and subaction creation. Users then open it from the action's workflow button.

Teams collecting follow-up requests or structured updates can carry action context into a form and keep the resulting work attached to the original action.

Buzz can now be an approver in an approval stage. When his stage starts, Buzz runs an AI proofing review on the current proof and approves, approves with changes, or requests changes based on the categories you choose (Spelling, Grammar, and Brand guidelines by default). Teammates can override his verdict, and you can save Buzz in approval templates.

In an action's approvals, choose in a stage and select under . The automatic review setting is in .

Creative and marketing teams who want a consistent first-pass check before a proof reaches human approvers.

Click a Timesheet hours or Timesheet status cell in a Time pivot to open that person's timesheet for the week, right on the dashboard. Edit, submit, approve, and comment as your permissions allow, and the pivot refreshes when you save. takes you to the full page for the same person and week.

In a Report on Time pivot with as the only row group and columns split by or , click a Timesheet hours or Timesheet status cell.

Managers chasing timesheet completion who want to review and approve without leaving their dashboard.

Open a person's timesheet from the pivot

Choose goal status rules that match what success means. The redesigned settings distinguish manual status from automatic status, and automatic number goals can either track progress toward a target or stay within a fixed limit.

Fixed limits support values at or above, or at or below, the goal, with an early-warning value. Connected On track, At risk, and Off track ranges have a live preview and readable validation. Existing goals are not automatically converted, and custom rules remain available in Advanced settings.

Use the goal status create or edit screens to choose Manual or Automatic, then Reach a target or Stay within a limit for an automatic number goal.

Goal owners tracking targets, budgets, or lower-is-better metrics can define clear warning thresholds without working through overlapping offsets.

Keep your meeting briefing, goals, agenda, and run sheet together in one Sidekick preparation panel. Generate a run sheet for a meeting even when you wrote the goals and agenda yourself, without depending on automatic preparation or Hive CRM.

For qualifying customer meetings, background preparation fills blank briefing, goals, and agenda fields in the same panel. Content you entered by hand takes priority. CRM account context can enrich the run sheet when CRM is enabled.

Open the meeting preparation panel in Sidekick and use Generate run sheet.

People preparing meetings by hand or using automatic preparation can keep their plan in one place and generate a run sheet without switching between separate preparation panels.

Set a project's default bill rate and cost rate once, and let its sub-projects inherit them, including sub-projects added later. Individual project rates and role-specific rates keep priority over the project default.

You can optionally apply the change to historical time within a selected date range. People, roles, and sub-projects with their own rates retain them, and changes are recorded in project bill rate history.

Select Set project rates on the Project bill rates card or on a project in the dashboard Bill Rates widget. Set either or both defaults and, if needed, choose a historical date range.

Project managers and teams maintaining time-based rates can use consistent defaults across a project hierarchy without updating each person's rate separately.

Give project-created workflows the conditions needed for more specific automation. Shared project-trigger conditions and reusable-step scope let a workflow respond to the relevant project context rather than treating every new project the same.

This change is focused on project conditions and reusable step scope. Separate requests for manual snippet editing, diagnostics, descriptions, and workflow-to-snippet navigation are not included here.

Configure conditions for a Project is created trigger in the workflow builder.

Teams moving complex project-based recipes into Workflows can tailor automation to project context and reuse steps more consistently.

Turn a pasted list into separate Tables records instead of adding rows one at a time. Pasting multi-line text into an editable record-name field offers a choice to keep it in one record or create a record for each non-empty line.

Choosing multiple records preserves an existing source record. Cancel leaves the records unchanged, and a paste above the 500-record limit receives feedback rather than silently dropping lines.

Paste a multi-line list into the primary text, or record-name, cell in Tables, then choose the multiple-record option.

Teams bringing lists into Tables can create a set of named records in one interaction without manually adding each row.

Start resource planning with the assignments and time estimates already entered on your action cards. Resourcing Estimates can pre-populate the selected project's estimate rows and weekly hours from eligible assignees, placeholders, and action estimates.

Refreshing reconciles the visible action-derived estimate period rather than adding the same people or hours again. Rows remain editable, scheduled allocations stay protected, and planner edits do not change the source action estimates.

Use Pre-populate from actions or Refresh from actions in the selected project's 13-week Resourcing Estimates view.

Project and resource managers can reuse project-plan data instead of rebuilding the initial estimate view by hand, then adjust the resulting plan as needed.

Assign a team to a resourcing placeholder and include its estimated hours in that team’s Resourcing and dashboard reporting totals. This gives teams a combined view of planned placeholder capacity and team workload without combining separate exports.

Assign the placeholder to a team in Resourcing. Its estimated hours then appear in team totals in Resourcing and dashboard reports grouped or filtered by team.

Resource managers and team leads can see planned placeholder hours alongside team capacity when reviewing resourcing and dashboard reports.