December Release: Automated Efficiency

Whether you're searching for information, tracking pipeline revenue, building flexible forms, or analyzing performance, today's enhancements eliminate manual work that slows you down. Projects launch with details pre-filled, executives get instant pipeline visibility, and AI surfaces insights automatically. The result? Less time on repetitive tasks, more time delivering exceptional customer experiences.

Global Search

Say goodbye to clicking through multiple sections to find what you need. Global Search lets you search across all major object types — projects, playbooks, modules, tasks, accounts, users, notes, and comments. You can also filter and group results by specific object types to quickly zero in on key results. Plus, we've embedded customer feedback directly into the search experience so you can share your thoughts as you go.

Note: Global Search is not available to Contributor-level users at this time.

Project Pipeline Waterfall

Stop cobbling together Salesforce exports and manual estimates to answer executive questions about your onboarding pipeline.

The new Project Pipeline Waterfall report shows you exactly how projects move through stages over time — from created to completed to ending. You'll see the dollar value of projects at each stage, making it easy to identify revenue at risk and forecast with confidence. Click through to underlying project lists for detailed drill-down analysis whenever you need to dig deeper.

New Subtask Type

Building dynamic, useful task forms just got a whole lot easier.

You can now add dynamic-length lists, tables, and signature blocks directly in the task builder — no more creating massive static lists that may or may not get used. This gives both admins and end users a much cleaner, more flexible experience. Build forms that adapt to each project's unique needs instead of forcing everyone into a one-size-fits-all approach.

Insights Enhancements

Our Insights just got smarter and easier to read. AI Summaries are now available on Users and Portal tabs, so you can instantly understand activity patterns and engagement trends without manually digging through the data. The new Exclude Archived Playbooks & Projects filter ensures your metrics reflect only active work, keeping your reporting accurate. Plus, we've polished the visuals across all tabs with cleaner chart legends, consistent hover states, and automatic filtering of zero values.

Merge Fields

Stop spending 30+ minutes per project manually editing modules and tasks to update owner emails, Calendly links, and customer names. Merge Fields automatically pulls the right details from your CRM and OnRamp data to populate your playbooks instantly. When a deal closes, your project launches with all the personalization already done — no more repetitive copy-pasting or formatting inconsistencies. Get your customers started faster while eliminating errors and busywork.

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.