Roadmap
Planned short term (next 3 months)(10)
- 4
Reports for projects/accounts
#Projects π¨#Reports π - 2
Reorder or hide fields in Projects/Contacts pages
#Projects π¨#Customization π¨#Contacts π₯ - 6
Push updates to clients in messaging when new file added
#Client portals π#Messaging π©#Automations πͺ - 7
"Goals" Feature: Simplify progress monitoring
#Client portals π - 13
Let clients fill out / edit information on their profile
#Client portals π#Customization π¨ - 4
Display projects to clients
#Projects π¨ - 8
Workflow builder to create automations
#Automations πͺ - 3
New mobile experience
#Other - 2
Hide line item pricing on invoices
# Invoices / Proposals βοΈ#Customization π¨ - 4
Proposal Editor v2
# Invoices / Proposals βοΈ
Planned for 2025(10)
- 1
Custom title and meta description for your client portal
#Client portals π#Customization π¨ - 9
Advanced emailing capabilities
#Emails & Calendar π§ - 5
Multi currencies
# Invoices / Proposals βοΈ#Customization π¨ - 1
Better Note Editor
#Customization π¨#Content π - 1
Improved Hubflo AI
#Automations πͺ - 1
Advanced filters & views
#Customization π¨ - 3
Advanced payment integrations
# Invoices / Proposals βοΈ - 8
Chatflo AI: your own chatgpt powered by your business data
#Automations πͺ - 5
Time tracking: set specific rates per project / work type
#Time tracking β° - 1
Enhanced text editor for notes for a notion-like experience
#Content π
π₯Β Released(69)
- 1
π¬ Comments on Tasks
#Tasks β - 2
π Kanban View for Tasks
#Tasks β#Reports π - 2
π A better way to manage workspace templates
#Client portals π#Customization π¨ - 2
π€ A better way to share tasks with clients
#Client portals π#Tasks β - 1
Improved file preview
#Client portals π#Content π - 3
Pre-fill and update fields with Hubflo forms.
#Forms ποΈ - 12
Have the messaging area more organized and or filtered.
- 1
Adding a progress bar to the client portal
#Client portals π - 1
Forms V2
#Forms ποΈ - 1
Ability to archive a client portal
#Client portals π