We've made it easier for our Proofing & Approvals users who primarily use G Suite (Google Slides, Google Docs, etc.) for their approval files. Google Drive files can now be uploaded as proofs in action cards. This eliminates the need of having download and re-upload files in order to upload them.

When a user has the Google Drive integration enabled in Apps, an "Upload from Google Drive" option is available in the dropdown "Add Proof" menu. When a file is selected, it is downloaded and uploaded as a PDF proof into the action card.

Please note: This will not adjust the file permission in Google Drive.

Thank you to at , at , and at for voting on this feature.

We've added the ability to see percentage complete of an action card. To see percentage complete, open a project in List View. When the “Estimated Time Spent” column is enabled, each action card will have a % next to it.

The percentage complete is based on the total estimate against total time tracked for that action. For example: If an action is estimated to take 8 hours and 6 hours have been logged to that action, the Estimated Time Spent would be 75%. This allows managers and admins to get a more accurate view of time estimates for individual actions.

Thank you to at , at , and at for voting on this feature.

We've created the ability for users to upload a 'jacket' of assets for approval in the Proofing & Approval app, meaning users can now upload multiple assets at once and request approval on all of them as a single folder. Reviewers can easily view and approve all assets within the jacket, eliminating the need for multiple separate approval requests.

The approval 'jacket' will open a table of all assets with the approval status next to each. Users must also approve or request changes on the entire jacket, ensuring all assets are approved before moving to the next stage of the approval process.

We've added a new feature to Project Overview to create retainers and recurring budgets in projects. This helps teams keep a better log of project budgets and ensure more accurate cost amounts.

To add a retainer budget, select the new "Add budget" button and input retainer budget amount, start date, and due date. Once a retainer is created, it will be displayed in the "Billable hours" budget widget as a row with the corresponding info. Users also have the ability to delete retainers as needed.

Users will now be able to set up Forms to create multiple actions based on fields submitted in the form.

When routing data from the Form Builder to an action card in Submission Rules, there is now an option to create an additional action.

Once created, the field selected will route to a new action card in the specified project.

We've made it easier to take better control over your Notes with .

Instead of having to sift through long lists or scroll down to find information, you can now collapse bullet points, giving a cleaner look to Notes overall.

Bullets with sublists can be collapsed by hovering over the bullet, which turns into a carrot icon. To view the list, click the carrot.

You are now able to share a public link to filtered projects on the tab level. When a tab is shared, filters will automatically be applied to the view. This will help users share what they want the client/external stakeholder to see and provide better visibility into project data.

To share a project tab, select the three "More" dots next to the tab name (Status, Timeline, custom, etc.). Click "Share public link" to open the new sharing modal.

Owners and admins also have the option to lock editing on shared tabs, preventing unauthorized users from modifying filters.

Thank you to at for requesting this feature!

We've made it easier for teams who primarily work in Dashboards or use Dashboards as a project landing page to update status details. Users can now add a "project status" widget to their Dashboard.

The project status widget will operate as if it was in Project Navigator. Users can:

This limits the back-and-forth of having to leave and enter Project Navigator to make any status updates. To add the widget to a Dashboard, click "Add Widget" and select "Project status" at the bottom of the widget library.

Client Mode is a great option for when you’re sharing a project with external stakeholders and want to allow selective access to data.

Client mode is enabled at the project level, and turns on two features:

When client mode is turned on, all comments in an action card will default to private. Private comments will be not be visible to external users, only full access members in your project. If you toggle on the switch under the comment input to turn the comment to public, all users, external or otherwise, will be able to see the comment.

The comment input will show an orange background when set to public so that users can quickly see that the comment that they are writing will be visible to everyone.

Public comments have an orange background so they are easily identifiable:

Currently in the Advanced settings section of the edit project modal, there is an option to “Hide all actions from external users until they are made visible.” This will no longer be available in this location and will instead turn on when Client Mode is enabled.

When this setting is on, users will have the ability to individually choose which action cards will show for external users using a switch located above the title on the action card.

To turn client mode on, visit the three more dots in the upper right corner of your project and select "Enable Client Mode"

Agile project managers often have to shift actions due to changing priorities, moved deadlines, etc. We've made it easier to set incomplete actions aside when closing a sprint, rather than moving actions to another sprint.

When a sprint is closed but has incomplete action(s) associated with the sprint, users now have the option to:

Any action can be moved to backlog from the Sprint dropdown on an action card or in table view. To manage actions in the backlog, select the new "View Backlog" button. This opens a drawer of scrollable action cards that have been added to the backlog.

Thank you to the team at for requesting this feature!