Faster navigation, monthly task filters, and clearer billing views
19 October 2026
This update makes opening leads and proposals almost instant while adding new tools to filter tasks by month. We also included a work handover email template and improved end-of-plan billing screens.
New
- Tasks: You can now filter task lists and calendar views by the specific month the work is due.
- Emails: Added a new work handover email template to help you smoothly transition clients or assignments between team members.
Improved
- Billing & plan: The subscription page now clearly shows when a cancelled plan has officially ended and highlights any available discount offers to resubscribe.
- Dashboard home: The main menu now shows notification badges for pending proposals and leads waiting for a response. Hovering over these links pre-loads their data so the screens open instantly.
- Dashboard home: Module overviews load much faster, and the layout has been adjusted so the right-hand summary sidebar fits neatly under the page header.
- Settings: Improved the layout of the screen access lists so you can more easily verify which staff members have permission to view specific pages.
- Compliance bot: The notice reader panel has been optimized to fit better on mobile screens and now hides redundant 'do not reply' text to save space.
- Feedback: You may occasionally receive automated invitations via email or WhatsApp to review PracticeStacks, with all submitted feedback securely anonymized.
