Repeating to-dos, automated GST sweeps, and a revamped leads board
1 November 2026
We've fully overhauled to-dos with repeating schedules, snoozing, and WhatsApp nudges for overdue work. We also added automated nightly GST portal checks for your clients and redesigned the leads pipeline board.
New
- Scheduled jobs: Nightly GST portal checks now run automatically for your entire client book at 2:00 AM IST to fetch their latest data.
- Dashboard home: You can now convert any chat message directly into a new to-do or task with a single click.
- Dashboard home: To-dos can now be set to repeat automatically on a recurring schedule.
- WhatsApp messages: Automated messages requesting client files now include an 'Upload documents' button right in the chat.
Improved
- Leads: Redesigned the pipeline board with easy drag-and-drop columns, color-coded stages, and quick buttons to immediately call or chat with prospects.
- Dashboard home: Managing your to-dos is much more powerful: you can now snooze items, 'nudge' assignees with a WhatsApp reminder, edit details inline, and restore accidentally deleted tasks.
- Tasks: The overdue tasks list now automatically sorts the most severely delayed work to the very top so you know exactly what needs attention first.
- Tasks: When a task is mentioned in a chat, you'll now see quick-action buttons letting you close it immediately or jump straight into the related conversation.
