You can now grant portal users the ability to reassign tasks via a new permission setting.

When this permission is enabled, portal users can change the "Assigned To" on a task directly from the portal.

They’ll be able to assign tasks to:

When setting up or converting a template, choose whether it should anchor to the start or end date.

Tasks, deliverables, and other items can have due dates set as x days before or after that anchor date.

When creating a project, you’ll be asked for either the start or end date (depending on the template setup), and all dates will be calculated automatically.

If any items fall before today’s date, a warning will highlight overdue items.

We've adjusted the CSS styling on the task Timeline View to reduce the height of each row.

This allows more tasks to be displayed on screen at once, making it easier to get a full picture of project progress without scrolling.

Deliverables with no tasks assigned that are marked as Complete will now show their status correctly in the Customer Portal.

This ensures customers can still see accurate progress, even when a deliverable stands alone without linked tasks.

When a portal user is tagged in a task, the email notification they receive now takes them directly to the new version of the customer portal after login, instead of the detailed project view.

Task descriptions now retain text styles, bullet points, numbering, and line breaks when viewed in the customer portal.

Tasks in the customer portal now show a red badge with the number of comments, so users can easily spot where conversation is happening.

When viewing a task, each comment now clearly displays who posted it, along with their name and profile image—just like in the main task view.

System Settings: Set the number of hours in a working day (in 0.5-hour increments).

Project Settings: “Budget Hours” is now Time Budget, with a dropdown to select days or hours.

Timesheets: Shows time in the selected format, with days displaying hours in brackets (e.g. 3 days (24 hrs)).

Project Summary Page: Columns updated to Time Budget, Time Used, and Time Remaining, with units shown and correct sorting by total hours.

Fixed an issue where deselecting a person from a team and saving did not remove them from the team.

When converting a project to a template, you’ll now see a tick box option to include the following resources:

This gives you full control over whether these resources are carried across into the template, making it easier to reuse rich content without manually re-adding it.

When an internal user is added to a new system, they will now receive a notification email instead of a password reset email.

Fixed an issue where some projects were not appearing when filtering by Assigned To.

Now, all relevant projects are correctly returned in search results, ensuring accurate filtering and visibility.

Fixed an issue where switching to Detailed View, enabling Dark Mode, and then returning to Summary View caused the new portal to display incorrectly in dark mode.

The Summary View now correctly remains in its intended light mode, ensuring a consistent user experience for portal users.

Fixed an issue where portal users who switched to Detailed View had no option to return to Summary View.

A ‘Summary View’ button has now been added, allowing users to easily switch back to the new portal experience.

Fixed an issue where task descriptions were not being retained when converting a project into a template.

Now, all task details, including descriptions, will correctly pull through, ensuring templates remain accurate and complete.

Co-Branding: Display your customer’s logo in the portal for a personalised experience.

Customised Welcome Messages: Kick off projects with a description or a tailored welcome message for your customer.

Clear Journey Overview: Deliverables and tasks are now presented in chronological order, making the customer journey easy to follow.

Embedded Media:

Switchable Views: Customers can toggle between the new streamlined view and the detailed project management view, including the timeline, for greater visibility into project details.

Post Updates: Add a summary of the project’s current status directly against the project.

View History: Access a list of all past updates, including who posted them and when, providing a clear record of progress over time.

Latest Update on Summary Page: On the Project Summary page, the latest update is displayed in a dedicated column for quick reference.

Detailed View: Clicking on the latest update opens a popup where you can view the update in detail, browse the update history, and create new posts.

Record Time: Log time spent against a project by selecting the person, task, date, duration, and adding relevant notes.

Budget Integration: All recorded time is automatically deducted from the project’s budgeted hours (set in project settings).

Remaining Hours Display: The remaining hours are clearly shown both on the Project Page and in the Summary Tab of the project list, keeping you informed of your time usage at a glance.

Fixed an issue introduced in the previous update where dragging tasks to reorder them in the project timeline caused the task bars to misalign with the date headers at the top of the page. This issue has now been resolved, ensuring accurate alignment between tasks and their corresponding dates.