March Product Update: Enhancements and Fixes

Over the past months, we’ve been hard at work implementing both major and minor improvements based on your feedback. We strive to build what you request and fix what we may have overlooked. In this update, we’ll go over the latest enhancements.

📝 Editor Enhancements

Our Editor has been upgraded with key new features, improving how you can format content in task descriptions, comments, and documents. These updates enable better task documentation, allowing you to seamlessly integrate images and files where needed.

• #7820 🖼️ Editor: Add Images
  You can now insert images inline within text.

• #8006 📎 Editor: Add Files
  You can now attach various file types directly within the editor.

🔍 Internal Projects: Advanced Filtering

• #7788 🏷️ Internal Projects: New Filters
  A more advanced filtering system is now available, making it easier to manage projects with a large number of tasks. You can now filter tasks more effectively and focus only on relevant ones.

In the future, we plan to introduce the ability to save filters as views, allowing for quick switching between customized task lists.

📅 Time Off: Attach Files

This has been a highly requested feature, enabling employees and managers to provide additional context when submitting leave requests.

• #7954 📂 Time Off: Attach Files
  You can now attach files when creating a time-off request.

📊 Reports: New Filters & Display Options

We’ve introduced additional filtering and display enhancements in reports:

• #7972 💬 Filter reports by comment content.
• #7951 ⏳ Filter reports by time entries without an associated task.
• #8028 🔍 Filter by multiple task names.
• #7971 📉 Filter by estimate type (individual vs. overall).

• #7950 🏷️ Display all tags in a single row.

🔗 Integrations: Enhancements & New Options

• #8027 ✏️ Allow editing comments when the timer is off.

• #7946 ➕ Add +/- buttons for easier estimate setting.

• #7902 👥 Allow selecting other users from the Timesheet button.

📄 Invoices: New Features & Improvements

We’ve introduced several refinements to invoices based on your feedback:

• #7913 📆 Filter invoices by paid date and download them from the list view.
• #7959 📝 Default grouping is now a textarea field.
• #7952 🏷️ Added member_external_id as a meta tag.
• #7914 📅 Show predefined date ranges when creating invoices.
• #7973 🏦 Allow marking negative (credit note) invoices as paid.
• #7974 ✍️ Replace predefined due terms with a free text field.

📌 Other Notable Improvements

• #7928 🔎 Show section names in search suggestions on time page.
• #7944 📩 Include project name in budget email notifications.
• #8035 💰 Fix gross pay issue after updating costs in the Payroll Dashboard.
• #7943 📆 Enable members to connect their calendars.

We hope these updates enhance your experience. Let us know what you think, and keep sharing your feedback! 🚀