> ## Documentation Index > Fetch the complete documentation index at: https://docs.slant.app/llms.txt > Use this file to discover all available pages before exploring further. # April 17, 2026 > Updates released the week of April 17, 2026. ## Customizable overview layout The **Overview** tab on clients, prospects, other contacts, and businesses is now a drag-and-drop dashboard. Admins can click **...** → **Edit overview layout** to add, move, resize, and remove widgets. Available widgets include Tasks, Activity, Quick actions, Custom fields, Meetings, Recent emails, Projects, Opportunities, Related records, Trusts, Files, and Sequences. The layout is shared across your company and can be set independently for each record type. * [Household overview layout](/records/households/overview#customizing-the-overview-layout) * [Other contacts overview](/records/other-contacts#customizing-the-overview-layout) * [Businesses overview](/records/businesses#customizing-the-overview-layout) ## Customizable tab order Admins can now set the order of tabs on home, client, prospect, other contact, and business pages for the whole company. On a record, click the **...** menu and choose **Edit tab order** to drag the tabs into your preferred order. On home, use the **swap arrows** icon next to the tabs. The saved order applies to everyone on the team; non-admins see the order but can't edit it. * [Home tab order](/dashboard/home#reordering-tabs) * [Household tab order](/records/households/overview#reordering-the-tabs) ## Email voice settings Each book now has its own **Email voice** prompt at **Settings** → **Prompts** → **Email voice**, with one tab per book the user belongs to. Any book member can edit the voice; **Regenerate email voice** samples from the book principal's primary email integration. * [Prompts settings](/account-settings/customization/prompts#email-voice) ## Reorder custom fields Custom fields can now be reordered with drag-and-drop from [custom field settings](/account-settings/customization/custom-fields#reorder-custom-fields). The order is shared across your company and controls how fields appear on record detail pages. * [Custom fields](/account-settings/customization/custom-fields) ## Project type editor overhaul The project type editor is now a two-panel inline editor with milestones in a sidebar and **Tasks**, **Outcomes**, **Form inputs**, and **Settings** tabs on the right. Form inputs and outcomes are drag-to-reorder, task templates open in a dialog with email prompt support, and changes auto-save with a **Saving...** / **Saved** indicator. The project types settings list is now a table with a three-dot menu for **Edit**, **Duplicate to book**, and **Delete**. * [Project types (settings)](/account-settings/customization/project-types) * [Project types reference](/activity/projects/project-types) ## Generate follow-up tasks from email threads A new **Generate tasks** action on email threads uses AI to propose follow-up tasks based on the conversation. Suggested tasks are shown in a pending state — click **Accept** to add them to your task list or **Reject** to dismiss. Existing tasks are preserved when you regenerate. * [Emails](/records/households/email) * [Creating tasks](/activity/tasks/creating-tasks) ## Declined calendar events struck through Events you decline in your connected calendar now render with the title and time in strike-through on the Slant calendar, matching Gmail and Outlook. * [Calendar](/dashboard/calendar) ## Principal calendar sharing moved to email settings The toggle that controls whether the book principal's primary calendar is shared with the book has moved from the book settings page to **Settings** → **Email** → the integration's **Calendar sharing** tab. The setting applies across all the principal's primary calendars. * [Email and calendar](/setting-up-slant/integrations/email-and-calendar) ## Activity feed scoped to accessible email integrations Email entries in the activity feed now only appear for users who own or have read access to the underlying email integration. Grant teammates access under **Settings** → **Email** → the integration's **Email permissions** tab. * [Team activity](/dashboard/team-activity) ## Route automation tasks via custom fields The **Create task** automation action's **Assigned to** picker now includes household user-reference custom fields under a **User reference fields** section. At run time, Slant uses the explicit user if set, otherwise reads the field off the household and assigns accordingly, otherwise creates the task unassigned. * [Automation actions](/platform/automations/actions) ## Formatting toolbar on email templates Email template bodies now show the same floating format bar as the email composer — bold, italic, underline, text color, bulleted and numbered lists, and indent controls. * [Email templates](/account-settings/customization/email-templates) ## Tables in task descriptions Task descriptions now support tables. Use the table button in the toolbar or type `/` and select **Table** from the menu, same as the notes editor. * [Creating tasks](/activity/tasks/creating-tasks) ## Quick copy from the command palette Hover over an email or phone in the command palette preview pane to reveal a **copy** icon. Click it to copy the value without leaving search. * [Command palette](/help/glossary#interface-terms) ## Assign chat-created tasks to teammates Ask AI chat to create a task for a specific teammate (e.g. "Create a task for Sarah to call the Smiths") and the assignee is pre-filled in the task preview. Works in book, household, and meeting chat. If you don't name a teammate, the task is assigned to you. * [Book chat](/dashboard/book-chat#create-and-assign-tasks-across-your-team) * [Household chat](/records/households/chat#create-tasks-and-notes) ## Retirement date on people People now have a **Retirement date** field in the Professional and legal information section. Retirement dates are also mapped in during Redtail imports. * [People](/records/people) * [Importing from Redtail](/setting-up-slant/importing-your-data/from-redtail) ## User list scoped for non-admins On **Settings** → **Users and teams**, non-admins now only see teammates they share at least one book with, and the books column only lists shared books. Admins still see the full company list. * [Users and teams](/account-settings/users-and-teams)