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August 11, 2026

Asana Integration (new)

  • Two-way task sync. Connect Asana once, then link any Workroom project to an Asana project. New tasks and completions flow both directions in real time, and inline edits to a task's name, description, or date sync across.

  • Import & automate. Bulk-import an existing Asana project's tasks into Workroom, and use Asana events as triggers (or actions) inside Automations.

  • Find it under Settings → Integrations → Asana.

Mood Boards

  • New templates: Shopping List and Mood Board layouts, plus product-slot grids with name/size/price and image mosaics.

  • Smarter product specs: any image marked as a product carries editable rows (name, SKU, qty, cost, lead time, markup/margin) straight through to estimates and invoices. Sale price now derives automatically from cost + markup/margin.

  • True-to-scale checks: flags physical scale conflicts (e.g., a 42″ pendant over a 36″ island), and checks board availability against a target install date using product lead times and procurement ETAs.

  • Polish: cut-out images cast a shadow off their real silhouette, the product-slot toggle is back in the image inspector, and install dates now persist across reloads.

Estimates, Invoices & Contracts

  • Internal Memo on the client view. Show your memo to clients (with a per-document hide toggle), not just on the PDF.

  • Resizable default terms. The default terms boxes in Finance Settings now expand so you can see and edit long terms comfortably.

Retainers

  • Client address now appears on retainer invoices.

  • Editable descriptions. You can now edit a retainer's line description on draft and unpaid retainers (paid retainers stay locked).

Purchase Orders

  • Statuses now line up everywhere. The status list on the main PO page matches your Settings statuses — including the procurement/report statuses (Acknowledgement, Shipped, Partially Received, Ready for Delivery, Installed, Cancelled) and any custom statuses you add.

Projects

  • Default product & service tax now saves correctly when you save a project.

  • Steadier "Create Project" dialog — it closes only when you click the ✕, so a stray click outside no longer discards what you were entering.

  • Fixed the "after another project" scheduling picker (now type-to-search and selectable).

Forms

  • "Email me on each submission" now automatically emails the account holder — no need to also type your address into "Send submissions to."

People, Contractors & Team

  • Convert records between Contact, Vendor, and Contractor.

  • Contractor billing: issue and pay bills directly from a contractor's profile.

  • Canadian compliance: contractor and employee profiles now support Canadian tax IDs, WCB, E&O and NDA slots, and Canada-specific document requirements for CAD accounts.

  • Vendors: the "Open POs" count is now clickable and opens the matching PO list with correct status colors.

Time Tracking & WIP

  • Per-project rates can be locked to a single project — set a rate on a Service/Activity Type and check "Lock to project" so it only appears for that project.

  • KPI tiles now show on the Timelogs Blocks tab, and adding a task from the WIP header lets you pick the project and phase.

Automations

  • Fixed a layout issue that left blank space at the bottom of the automation builder canvas.

Security & Reliability

  • Broad account-security and data-protection hardening across sign-in, sessions, and integrations, plus smoother session handling so you're not signed out mid-work. Rich-text you enter is sanitized end-to-end.