Roadmap
Planned short term (next 3 months)(10)
- 5
Reports for projects/accounts
#Projects 🔨#Reports 📊 - 1
New Task template function
- 4
SSO for Internal Users
#Client portals 👁 - 2
Reorder or hide fields in Projects/Contacts pages
#Projects 🔨#Customization 🎨#Contacts 👥 - 7
Push updates to clients in messaging when new file added
#Client portals 👁#Automations 🪄#Messaging 📩 - 19
Let clients fill out / edit information on their profile
#Client portals 👁#Customization 🎨 - 5
Display projects to clients
#Projects 🔨 - 4
New mobile experience
#Other - 2
Hide line item pricing on invoices
# Invoices / Proposals ✍️#Customization 🎨 - 7
Proposal Editor v2
# Invoices / Proposals ✍️
Planned for 2026(11)
- 12
When clicking on the “Activity feed” icon in the side menu &click on something like “form was sent” to activity, it only pops up.
- 13
The option to hide menu above the Cover (where it says “Home > “Client Portal” > and “call”
- 1
Custom title and meta description for your client portal
#Client portals 👁#Customization 🎨 - 11
Advanced emailing capabilities
#Emails & Calendar 📧 - 1
Better Note Editor
#Customization 🎨#Content 🗂 - 1
Improved Hubflo AI
#Automations 🪄 - 1
Advanced filters & views
#Customization 🎨 - 4
Advanced payment integrations
# Invoices / Proposals ✍️ - 10
Chatflo AI: your own chatgpt powered by your business data
#Automations 🪄 - 7
Time tracking: set specific rates per project / work type
#Time tracking ⏰
🔥 Released(97)
- 1
💬 Comments on Tasks
#Tasks ✔ - 2
📊 Kanban View for Tasks
#Tasks ✔#Reports 📊 - 2
🗂 A better way to manage workspace templates
#Client portals 👁#Customization 🎨 - 2
🤝 A better way to share tasks with clients
#Client portals 👁#Tasks ✔ - 1
Compatibility with Okta
#Client portals 👁#Customization 🎨#Other - 1
Pre-fill Smartdocs with client data
#Smartdocs ✍️ - 2
Conditional Logic and Form Sections
#Forms 🗒️ - 1
Integrate Knowledge Based Authentification (KBAs) for Smartdocs
#Smartdocs ✍️ - 3
Allow clients to create folders, move files, delete folders
#Client portals 👁 - 1
Smartdocs - Add multiple signing parties
#Smartdocs ✍️