✨ New Features
Create Custom Fields
Customize your task and client data structure with user-defined fields that match your team’s exact needs.
Due Date vs. Tax Deadline Differentiation
Clearly define and display both internal due dates and external (agency) deadlines for more accurate tracking.
Pin Favorite Views and Reorder
Reorder by dragging your saved views to organize them in a way that best supports your workflow. Pin frequently used views to a dedicated "Favorites" area for quicker access.
Filter Due Dates by Custom Date Range
Easily filter your due date list based on any time window to streamline planning and reporting.
Print Comments
Export and print comments directly from tasks for documentation, review, or sharing.
🛠 Improvements
Improved Task Design
Tasks now feature cleaner labels, improved grouping, and a more intuitive layout—making it easier to navigate and manage your work.
Improved Bulk Updates
Enhanced bulk editing allows you to update fields across multiple tasks more efficiently.
Improved Grid Performance
Grids now load significantly faster and scroll more smoothly.
Improved Audit Trail
Track task activity with greater clarity and detail through a redesigned audit log.
Improved Task Creation Modal
Task setup is now faster and more flexible with a reworked interface that simplifies scheduling for one-time, monthly, and quarterly tasks.