Automated tasks for approved proposals and team invitation tracking
7 August 2026
PracticeStacks now automatically creates work tasks as soon as proposals are approved and adds delivery status tracking for staff invitation emails.
New
- Proposals: Automatically generate work tasks and send confirmation emails as soon as a client approves a proposal.
Improved
- Settings → Team invitations: Track delivery status and sent dates for staff invitations, with a built-in button to resend failed email invites.
Fixed
- Dashboard home: Tasks without assigned due dates can now be accessed directly from the calendar view using a quick toggle button.