Product Enhancements – Release Notes Sept 2021

Product Enhancements – Release Notes Sept 2021

We are happy to announce some new enhancements & fixes:
(Last Released: September 20, 2021)
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  • Update display of calls in task list
  • Updated drag and drop functionality on task list
  • Added support for symbols in task detail
  • Added manage categories for calendar events


  • Updated creation date functionality on webforms
  • Updated assign to field
  • Updated Date separated fields on webforms

Weekly Planning

  • Added repeating tasks to weekly planning
  • Added functionality to open task drawer for goal tasks

Vision Board

  • Add Delete goal confirmation when deleting goal or role from vision board
  • Add ability to view Completed goals on Vision board
  • Add functionality to open task drawer on goal tasks
  • Added functionality to expand/collapse on goal milestones/tasks


  • Added calendar views to dashboard widget builder
  • Updated user experience when adding a new row to a dashboard
  • Updated funnel widget builder on dashboards


  • Added support for special characters to all day events
  • Added table views for calendar appointments