Improved Email Search

We improved our search capabilities for email to make emails easier to find. Now when searching for emails in the search bar it will search the subject line, recipients, and preview text of the emails.

Improvement

a year ago

Team Members Populate as Contacts

Now team members can automatically populate as contacts when composing an email making it easier to add them to the recipient fields.

New feature

a year ago

Default settings for Workflow Templates

With Workflow Template Settings, you can streamline work creation by presetting the due date, recurrence, start date, and assignees for templates.

When creating projects from the template, it will automatically apply the preset due date, recurrence, start date, and assignees. Making it easier for your team to create client work and reduces human error. (See the example below)

You can learn more about this feature here.

Improvement

a year ago

Edit the client and project on time entries

You can now edit the client and project on a time entry. This prevents your team from having to delete and recreate a time entry if they accidentally tracked it to the wrong client or project.

New feature

a year ago

Global Search

Now, your team can easily find whatever they need to get their work done with our new global search bar. Your team will be able to easily find any project, client, document, team chat, and client note in seconds!