Workboard Checklists, Multi-Assignee Tasks & More

Break Down Any Task With Checklists

Checklists now live right inside your workboard. You can break a complex task into clear, actionable steps, track progress at a glance, and make sure nothing falls through the cracks. Whether you are onboarding a new client or working through a compliance review, a checklist keeps your team aligned on exactly what happens next.

• Searchable templates: Choose from pre-built checklist templates or create your own to standardize workflows across your practice.
• Real-time sync: Changes appear instantly for everyone on the task, with no lag and no refresh needed.
• Inline attachments: Attach documents directly to any checklist item, laid out clearly so they are easy to scan.

Assign Tasks to Your Whole Team

Until now, every task had a single owner. You can now assign multiple team members to any task, so it is easy to collaborate on client work, share responsibilities, and keep everyone accountable. The refreshed task view shows all assignees at a glance.

• Multiple assignees: Add as many team members as a task needs, which is perfect for collaborative work.
• Redesigned task view: A new two-column layout puts all task details, assignees, and actions in one clear place.
• Activity feed updates: See exactly who was added to or removed from a task, with new activity events for every assignee change.

New features

• Assign Multiple Team Members to Tasks. Add everyone involved to a single task, and see each change recorded in the activity timeline.

Fixes

• Star Folders in Vault. Star a folder in your Vault to keep your most important directories one click away.