What's New

New features

Configure an AI Employee's personality, instructions, capabilities, and language from Profile Settings.
Connect AI Employees to supported messaging channels with guided setup and channel status in one place.
Search and ask questions from Knowledgebase with the Cmd/Ctrl-K shortcut.
Save projects, tasks, milestones, risks, teams, and people to Bookmarks, then open them from one page.
Generate task and workspace checklist items with AI, with saved keywords and credit usage shown.
Turn a checklist item into a task without re-entering its details.

Inbox conversations now handle email threads, split conversations, and recipient selection more clearly.
Drag email recipients between To, Cc, and Bcc fields.
Track AI Employee activity and usage by model from the dashboard.
Subscription renewal now shows your previous plan usage and available upgrade options.
Task and milestone details now open in a standalone view, and project panels stay available while you review related work.
Empty project, team, people, checklist, competency, and questionnaire pages now guide you to the next action.

Fixed an issue where shared DISC results did not appear on web and mobile.
Fixed an issue where the subscription renewal button did not respond.
Fixed an issue where the questionnaire company field stayed blank during creation.
Fixed an issue where a missing permission blocked AI questionnaire generation.
Fixed an issue where sidebar icons were missing from the sidebar customiser.
Fixed an issue where copying a share link added an extra space and broke the link.
Fixed an issue where task lists did not refresh after expanding a milestone.

Scan rooms with LiDAR on supported iPhones and upload the scan to a project, task, or checklist.
Draw on images before uploading them.
Download a private Value Chain strengths and vulnerabilities self-assessment.
Templates now replace Playbooks, with clearer project linking and delegation actions.
Offline task access and sync now handle connectivity changes more reliably.
Fixed an issue where the keyboard covered the inline checklist subitem field.
Fixed an issue where deleting a risk item from a project template did not work.

Subscription request pages now show invoice name, attention name, invoice email, and invoice phone.
Invoice and proforma reports now show corrected banking and phone details, with a contact number in proforma reports.