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October 13, 2026 Update

A brand-new Tasks page

Tasks has been rebuilt from the ground up. You'll find it under Management; it uses the same tasks you already have, so nothing to move over.

Views

  • List, Board, Timeline, Workload, My week and Projects: plan the way that suits you.

  • Saved views: keep your favorite filters a click away.

  • Changed since yesterday: see what moved overnight.

  • Studio load and Walter's insight on the Timeline: spot crunch weeks before they hit.

Building the plan

  • Add task lines everywhere, a quick right-click menu, and Select with a bulk bar.

  • Delete goes to a Trash you can restore from, and Duplicate copies subtasks, people and estimates.

  • Phases: open a phase panel, drag phases on the Timeline, add phases, and move everything after a phase in one go.

  • Ad hoc tasks for work outside any phase.

  • Tasks from a template: place a project type's phases and tasks, or pick individual task templates, starting on the date you choose.

  • Repeating tasks: finish one and the next appears.

  • Progress, Outside its phase warnings and fee hours against what you allocated.

  • Task links with gaps, e.g. "starts 2 days after Paint finishes".

Products and deliveries

  • Waiting on: link a task to the products it needs. You'll see live delivery dates and product photos straight from your Library.

  • Delivery changes bar: know the moment a delivery date moves and which tasks it pushes late.

  • Move this to after it arrives or Do it without product: two clicks when something's late.

  • Create a task from products: select products in the Library and start a task that's already waiting on them.

Your team

  • Adding someone to a task tells them. The project manager hears about new tasks.

  • Project panel with a project manager and a team description.

  • Files, Comments, Time and Activity on every task. The Time tab shows who logged each entry, with their photo.

  • Edit-conflict check: if someone else changed a task while you were editing, you'll see both versions instead of overwriting.

  • Studio closures show on the Timeline and in the task panel.

Clients and contractors

  • Tell people: when dates move, let every client and stakeholder on the project know in one step, with Undo.

  • Client approvals go from the task straight to the client portal.

  • Preview as client and Draft a client update.

  • Contractors get their own schedule link and can tell you whether the dates work for them.

  • Install-day sheet, ready to print.

Export a PDF

  • Redesigned, with your logo and studio name at the top.

  • Save to files or Email it to everyone on the project.

  • Saved export settings.

Library

  • Add product now gives you three choices:

    • a blank product;

    • a piece from your room placeholders, with its room, category, quantity and budget;

    • a copy of a product you already have.

    Both of the last two ask which project to source to. The + under any product offers the same three choices.

  • Copy a product's URL in one click.

  • Drag to reorder now sticks.

  • New products start in your studio's first status. Hiding that status from clients now works for them too.

  • Product names: Tasks shows each product's own name, matching the Library.

Time

  • The timer knows your task. Started from a task, it picks up the project's phases and rooms and selects the task's phase.

  • Services in Track time and Log time:

    • A per-person rate always makes the service available to that person.

    • Team & billing assignments only narrow the list for the people they name.

  • New permissions:

    • Review time and reopen it: reviewed time is locked.

    • Change a time entry's status.

  • Logging time from a task works reliably.

Comms and the client portal

  • Internal chats stay internal. A new chat keeps exactly the people you choose: unticked clients aren't added back, and the chat stays out of their portal.

  • Faster everywhere:

    • Comms, the client portal and room opening all load noticeably faster.

    • The portal's sections load as you open them.

  • The client portal overview shows your project brief properly.

Invoices

  • Approved invoices stay editable. Only Paid locks an invoice now.

Team and settings

  • Renaming a team member renames them everywhere, Tasks and project teams included.

  • One look for project pills and avatars across the app.

  • Automations: task triggers (created, status changed, completed, assigned) now fire from the new Tasks page too.

Sign-in and security

  • Reset password has a fresh design and shows the password rules as you type.

  • Sessions:

    • Each login stays on its own side of the browser.

    • Ended sessions are closed in live chat and notifications.

  • Login link emails are just the button, with no long pasted link.

  • Stronger protection across the app: each studio's records, files and links are walled off from every other studio's.

Fixes

  • Contracts: signing fields sit exactly where they were placed.

  • Uploads: task files upload reliably and appear in the Files tab, and errors explain exactly what went wrong.

  • Date fields in Tasks open the calendar wherever you click.

  • Removing a "Waiting on" product or task link asks first.

  • Contractor schedule and shared task pages show "Powered by Workroom" and no support chat.