December Release: Fewer Clicks, Better Insights

The best way to boost your efficiency is to make sure you have everything you need right at your fingertips.

That's exactly what our three new enhancements deliver: instant access to subtasks, one-click actions for your go-to actions, and full visibility into customer engagement across your portfolio. Less friction means more time to focus on what actually moves the needle.

See & Create Subtasks from the List View

Hunting through menus just to see what's inside a task is so November 2025.

Subtasks are now visible directly in your project list view! See status, responses, and task hierarchy inline — and create new subtasks right from the list using the task builder. Everything you need is right where you're already working, making projects easier to navigate and faster to manage.

One Click Actions from the List View

Nobody likes extra clicks standing between them and the action they need to take. That's why we're getting rid of 'em.

A new customizable action column puts your most-used tools front and center. Complete tasks, open subtasks and responses, nudge team members, or launch the task builder — all with a single click, without ever leaving the list view. It's faster, more efficient, and keeps you in your workflow.

Portal and User Insights

Which customers are effectively using their portals? Which have gone inactive? Don't worry about digging into each account because we're doing the work for you. The new Insights section gives you immediate portfolio-wide visibility in two tabs.

The Users tab shows who's Active, New, or hasn't accessed yet across your entire portfolio. The Portal tab tracks customer session duration, visit frequency, and timing patterns. Now you can spot disengaged customers immediately, identify who needs re-engagement, and time your outreach for maximum impact.

Small Improvements. Big Impact. All Available Now.

These enhancements are live and ready to use today — giving your teams more speed, more structure, and more clarity across every customer project. If you'd like help putting these new capabilities to work, just let us know.