Changelog

Follow up on the latest improvements and updates.

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We've added a new Project Details widget to Dashboards. This widget lets users display key project information in one place, giving a quick and clear overview without having to dig through multiple screens.
To add the widget, select "Add Widget" and scroll to "Project Details". From here, select a project in your workspace and any project fields — including custom fields — you'd like to display.
Screenshot 2025-03-28 at 11
We have introduced multi-select functionality in List View. Similar to Gantt View, the new menu allows users to select multiple items and perform bulk edits like marking items as complete, following or unfollowing, moving items, and adding or removing labels.
To select more than one action, press the Command key and select desired actions.
Thank you to
Kristine
from
Motorola
,
Rachel
at
Clark Art Institute
and all other users who voted on this feature!
Screenshot 2025-03-28 at 11
Dashboards can now be saved as custom templates for workspaces, making it easy to standardize reporting views for all team members. This helps keep project tracking consistent and simplifies setting up new dashboards.
To save a dashboard as a template, click the "More" menu dropdown -> Save as template. Once a dashboard is saved as a custom template, all workspace users can access and apply it when creating new dashboards. All templates can be accessed/edited in the Template Library in Workspace Settings.
Screenshot 2025-03-21 at 11
Users can now compare previous financial data with their latest project budget using an updated budget overview widget.
In Project Overview, we've added a dropdown to allow quick access to previous baseline snapshots, budget definitions, totals, and other cost details at the time. This helps to improve financial transparency and support better decision-making throughout the project lifecycle.
Screenshot 2025-03-21 at 10
We've enhanced the Timesheets experience for "Time recorded from action cards" to make tracking actual hours smoother and more intuitive.
To manually add time from an action card, click (+) Add action, search for an action card, and select Add action. Manually enter your hours in the Timesheet, and they’ll sync automatically to the Time Tracking app in the action card.
Screenshot 2025-03-18 at 4
If you prefer automatic tracking, log your time directly in an action card. Your workspace admin must set "Automatically fill from:" to "Time recorded from action cards." When you enter time in the action card (with a date, person, and optional category/description), it will automatically appear in your Timesheet for that week.
For more detailed instructions, click here.
Users can now choose to "Unbundle Subactions" in List View, meaning all actions and subactions are displayed as individual rows without a tree structure, similar to Table View.
This provides a clearer, more streamlined way to view tasks while maintaining the existing option to hide subactions.
Screenshot 2025-03-13 at 12
Resourcing filters now follow an "add as you go" approach, similar to Dashboards/widgets filtering. This helps improve visibility into individual filters, rather than seeing them all at once.
Users can manually add filters via a new "Add filter" button. Removing a filter resets it to default and makes it available in the dropdown again. For existing users, any filters set to non-default values will remain visible, while default filters will start hidden.
Screenshot 2025-03-13 at 12
Previously, once a Salesforce trigger was created, the only way to modify it was to delete and recreate it. With this update, users can now directly edit existing Salesforce triggers, eliminating the need for recreation. This provides greater flexibility in the integration and eliminates unnecessary manual tasks.
Screenshot 2025-03-13 at 11
Thank you to
Rakesh
from
Terakeet
for requesting this feature!
We've improved how tabs are handled when applying project templates to reduce unnecessary duplication. Now, if a template is applied and there is already a blank tab, it will be applied in the existing tab rather than creating a duplicate.
This prevents redundant tabs from being created when a similar tab already exists.
List View now includes
Expand All
and
Collapse All
buttons, allowing users to quickly show or hide all nested actions at once. This makes it easier to view subactions without manually expanding each one.
Screenshot 2025-03-06 at 9
Expanding applies only to actions (not List View groupings) and appears when the "Show Subactions" and "Unbundle Subactions" settings are turned off.
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