New feature
2 years ago

Open API

This will let you create custom integrations with business intelligence tools, reporting tools, and homegrown solutions. You can access the Open API here.


Currently, it only lets you pull raw client data, but we plan to add more data points like time tracking, project data, and more.



Ideas:

Open API

Client Tasks
03 August 2023

Open API

Would love to have an open API to be able to connect a BI tool to run firm analytics and have customization of reporting for upcoming work assigned to me.

New feature
2 years ago

Auto update task due dates on projects

Now when you change the due date of a project, you will have the option also to update the due dates of the tasks in that project.



New feature
2 years ago

Track Client Tasks On Your Workflow Dashboard

Now you can easily track the status of client requests across all your work from your workflow dashboard. This makes it easier to stay on top of important client requests and communication so your team can get their work done.


New feature
2 years ago

Team Chat On The Workflow Dashboard

Now you can collaborate with your team more seamlessly on work with team chat on the workflow dashboard. This makes it easier for your to see team updates and stay in the loop.

New feature
2 years ago

Prevent one time tasks from recurring with projects

Have a one-time task that you need to add to a recurring project but don't want it to be applied to future recurrences? Now it is easy to do this with our new update! See it in action!