We have introduced a centralized area to manage and edit your Task Templates. Previously, templates could only be edited by loading them into a project and resaving. Now, users can modify existing templates directly within the Workspace Settings.
Whats New:
Edit Existing Templates: Modify task names, descriptions, and structures without affecting active projects.
Subtasks Support: Templates now support our new Subtasks feature, allowing for multi-level checklist organization.
Improved Workflow: Eliminates the need for "save-as" workarounds, keeping your template library organized and up-to-date.
How to Get Started:
Navigate to the Workspace Settings (the gear icon in the upper right corner).
Click on Task Templates.
Select the template you want to rework, add your tasks or subtasks, and hit save.
Whether you're a Solo user or scaling a Team, this update ensures your Task workflows are as streamlined as your projects.
You can now lock any task in the Scheduler to a specific start date, overriding Auto Scheduling for that task. It's perfect for pinning tasks to dates your contractors have committed to, while the rest of your schedule keeps rescheduling automatically around it.
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User Management now includes a Role & Access column, giving workspace owners and admins instant visibility into each user's project and feature access without having to dig into individual settings.
Thumbs up to select your best comps, thumbs down to push the bad ones to the bottom — keeping your list clean and your Comps Report focused on the properties that actually matter.
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Tax & Insurance column added to Companies & Contacts, giving you instant visibility into W-9 status and color-coded Workers Comp and General Liability expiration dates for every contractor in your workspace at a glance.
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