Self-assign tasks, clearer compliance, and portal sync details
6 September 2026
Team members can now create and self-assign their own tasks, while compliance and notices offer clearer reviewer attribution and portal tracking.
New
- Tasks → Create task: Team members can now raise and self-assign their own tasks, with the option to designate a manager to review the work.
- Billing & plan: Pending plan changes now show in a dedicated card so you can complete payment or cancel an unfulfilled switch.
Improved
- Invoices → Billing queue: You can now open invoices in the billing queue directly inside the client's tab.
- Clients → Compliance: Managers can now view and bulk-assign compliance filings, with clearer indicators for filing executors and reviewers.
- Notices: Notice detail sheets and dashboard filters now show clearer portal source metadata and recent sync timestamps.
- Tasks: Pipeline cards now display reviewer tags alongside the assignee for tasks that require sign-off.
- Dashboard home: Task calendar cards and activity tracking now consistently roll over according to Indian Standard Time (IST).
- Leads: Dragging lead cards across the board is now smoother and no longer drops when resizing your browser window.
- Email inbox: Clicking an email provider tile now takes you directly to account connection without asking you to pick the provider again.
