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.
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.
Our newly revamped Property Data and Owner Data pages feature a clean, highly legible layout along with a brand-new, completely editable Seller Motivation Matrix to help you seamlessly track and document critical lead details and distress signals.
Manage your entire project from one centralized "Command Center" that combines settings, status tracking, and critical tools into a single, high-clarity view.
You can now calculate your Desired Profit based on a % of Total Project Costs in the Flip Analyzer and save it as a global default in your settings for faster, ROI-driven deal analysis.
Stop wasting hours on manual data entry by using the FlipperForce AI-powered importer to instantly transform your Home Depot purchase history into a fully categorized, real-time look at your budget vs. actuals.
Streamline your workflow by using our new project cloning feature to create "Master Templates" that automatically load your entire project schedule, budget, and task lists in one click.
.avif)
.png)
.avif)
