We released a couple of improvements this past week:
  • Incomplete Client Tasks popover on
    Workflow > Projects
  • Pin emails to closed projects
Incomplete Client Tasks Popover
Now you can know exactly what you're walking into before you even click! Hover over the
Client Tasks
cell on the
Workflow > Projects
page to instantly see which tasks are still waiting on your client.
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Spot what needs attention, decide what to tackle next, and click straight into the project when you're ready to act.
Pin Emails to Closed Projects
You can now toggle between open and closed project when pinning emails!
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Previously, pinning was only available on open projects, which made it difficult to track communication that happened after a project wrapped up. Now you can toggle to include closed projects when pinning an email, keeping all relevant context in one place.