Roadmap
Under Consideration
Planned
[Late Summer / Fall ] Option to use password for client logins
1
2
Show the Work: Client-Facing Timeline for Completed Tasks
4
2
Default Task Assignees
1
2
Dynamic url for uploading files from client
2
3
Passwordless Portal & Task Access (Magic Link + Secure Approval Links)
1
2
Team-Only Visibility for Client Portal Tabs
2
2
Time tracker on tasks
1
9
In Development
Shipped
Bulk Download Files / Folders
6
Customize personal email settings, so i don't get an email for tasks that don't need my attention
2
Rich Text Formatting for Welcome Emails
2
Remove invited clients ability to change task title
3
Global Widget Reorder & Global Widget Hiding
4
Task section templates
24
Ability to hide some of the features on the navigation bar
7
Global service showcase category reorder
2
Reorder service showcase details
4
Rename widgets on portal dashboard
3
Live chat system
15
Zapier / Webhooks Integration
15
Affiliate / reseller program
3
Conditionals on Request Builder
4
1
Task Section Visibility & Access Control
2
1
Service Requests for Active Services
6
3
Upgraded Task Due Date Options
3
2
Locking in you preferred filtering and sorting
2
3
Notification when files are uploaded
1
6
Show File Uploads in Activity feed
1
5
Per User Access to Folders in Files
3
10
Project Brief/Overview Section
2
2
Ability to rearrange folders
1
3
Add more account administrators
1
2
Select All for File Management
2
8