You can now set a task as internal right from the start, without having to first save it as public. This reduces clicks and ensures tasks meant for internal use stay that way.

Additionally, tasks can now be saved as public or internal from within the task itself, giving you more control and flexibility over your workflows.

When saving edits to a risk, any comments you’ve added will now automatically be saved too, eliminating the need to submit the comment separately. This simplifies the process and ensures nothing gets missed.

Previously, updating the "assigned to" on a task and then marking it complete would fail to save the new assigned user. This is now fixed, so any changes you make are remembered.

Due to user feedback, we've restored the order of buttons on tasks. The ‘Save’ button is now back on the far right to prevent accidental clicks on ‘Complete’ instead of ‘Save.’

You can now record and manage risks directly within your projects. Categorise risks, have team discussions, link risks to tasks, and track them from identification through to resolution.

Customer Dashboard: View ARR and customer count by tier. A risk assessment chart displays ARR and the number of companies in each RAG status. The dashboard allows you to filter the data, affecting all related results.

Renewals Dashboard: Track upcoming renewals based on contract end dates and ARR. You can also see overdue renewals. Filtering is available here as well to refine the results across the dashboard.

Manage currencies for customer records by setting a default system currency and exchange rates. All amounts on the customer portfolio dashboard are automatically converted to the base currency, simplifying financial tracking.

A new dedicated button allows you to mark a task as complete with a single click, making it easier to manage task progress.

We've renamed the "Activity" tab on tasks to "Comments" to better reflect its purpose.

Portal users can now edit task descriptions if given permission, providing more flexibility in managing tasks from the portal.

A new column has been added to display the project type in the projects table. Project types can be customised in system settings, and you can assign a type when editing a project.

A new button has been added to tables, allowing you to display all items at once instead of using pagination. This makes it easier to view larger data sets without flipping through multiple pages.

You can now fully customise customer tiers in system settings. Whether you want to use classic labels like Gold/Silver/Bronze or Tier 1/2/3, the choice is yours.

We've integrated Intercom into the app to provide you with improved support directly within the platform, helping you get assistance faster when you need it.

A new button is available on deliverables, making it easier to view all associated tasks. Previously, this could only be done by clicking the number next to the deliverable, but now it’s more visible and user-friendly.