Feature Release: New and Improved Task Management
29th April 2026
We’ve redesigned the Task experience to give your team more clarity, control, and flexibility. Here’s what’s new:
- Custom Views: Create your own list or kanban views, or customize existing ones.
- Improved UI: My Tasks keeps you focused, and All Tasks gives you broader firm-level access.
- Kanban Boards: Visual task tracking with drag-and-drop. Configure fields shown on each card per view.
- View Sharing: Share views with your entire firm, or specific users, or keep them private if needed.
- Task Stages: Create, rename, reorder stages, and deactivate stages to match your workflow.
- Advanced Permissions: Control access at a granular level. Limit users “My Tasks Only”.