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.
All-day calendar events
You can now create, edit, and view all-day calendar events alongside hourly events. Toggle All day in the create or edit dialog to swap the time pickers for a date range, then enter a single day or a multi-day span (for example, a 3-day conference). All-day events appear in a sticky All day band above the hourly grid, and event details show asWednesday, April 22 · All day or Apr 22 – Apr 24 · All day instead of a time range.
Pipeline favorites and View all dropdown
The opportunities page now scales gracefully when you have many pipelines. With four or more pipelines, your favorites are pinned as the first tabs (with a filled amber star) and the rest collapse into a searchable View all dropdown tab. The page lands on your first favorite by default. Toggle a pipeline as a favorite using the new star button in the header, between the pipeline filter and Sum by.Type-to-confirm bulk delete
Bulk deletes now require typing an uppercase confirmation phrase before the Delete button enables. After clicking Delete in the selection bar on any list, type the exact phrase shown in the dialog (for example,DELETE 5 CLIENTS or DELETE 12 TASKS). This guard applies to clients, prospects, past clients, other contacts, businesses, and tasks.
Wait actions extended to 30 days
Automation Wait actions now support waits up to 30 days, with new Hours and Days options on the unit dropdown. Previously waits were capped at 30 minutes.Email draft on the Create task action
The Create task automation action gained an optional Email draft field that pre-stages an email on the resulting task. Choose AI prompt to write a free-text prompt that guides an AI-generated email, or Email template to pick from your existing templates. Only one source can be set per task.”1 month before” date reminder option
Birthday reminder, Client anniversary reminder, and Client custom date reminder triggers now include 1 month before as a timing option, alongside the existing same-day, days-before, and weeks-before choices.Filters: Milestone, Completed date, and more relative operators
Several new filtering options are now available across list pages:- Milestone filter appears on the tasks list once a Project is selected, scoped to the chosen project types.
- Completed date filter on the projects list lets you find projects completed in a specific window — applying it automatically includes completed and cancelled projects, so you don’t need to toggle Show completed projects.
- Relative date operators now include Last week, Last month, and Last year in addition to the existing options.
- Tasks overview
- Managing projects
- Pipeline view
- Data views
Recurring task end date
When making a task recurring, you can now optionally set an Until end date in the date popover. Dates before the start are disabled, and a Clear end date button removes it.Paste images into task descriptions
You can now paste screenshots and images directly into the task description editor on both the create form and inline edits, matching the note editor behavior.Project page header and milestone improvements
The project detail page header now shows project type, status badge (Overdue, Completed, or Cancelled when applicable), linked household, inline assignee avatar, and a Created [date] stamp with creator-name tooltip. The current milestone in the Tasks by milestone accordion now shows a clock icon with elapsed time (e.g., “3d”) and a tooltip with the exact in-milestone start.File attachment form fields on projects
Project types can now include File attachment form fields that let you upload files (up to 10 MB; PDF, DOCX, TXT, CSV, XLSX, XLS, PNG, JPEG, GIF) when filling out a project’s milestone form. Files upload into the household’s connected storage folder (Google Drive, OneDrive, etc.) and also appear in the household’s Files section. The project type editor sidebar also gained a Settings pane with the existing Kanban toggle plus a new Attachments section and Danger zone.Meeting type and AI prep on contacts and businesses
Meetings filed under other contacts or businesses now show the Meeting type dropdown when you start a meeting, and AI meeting prep generates for those meetings too — not just households.Updated chat models
The Slant AI chat selector now offers GPT-5.5 (default), Claude Opus 4.7, Claude Sonnet 4.6, Gemini 3 Flash, and Gemini 3 Pro. Older versions (GPT-5.2, GPT-5.4, Claude Opus 4.6) have been retired. Existing chat threads automatically use the latest version of the model family they were on.Request write access on personal access tokens
You can now request write access for any personal access token directly from Settings → API tokens. Click Request write access on the token’s row, describe how you’ll use it, and click Send request. The team reviews each request and follows up. A Write access requested badge appears on the row while the request is pending.Wealthbox phone calls imported as Notes
Wealthbox phone calls now sync into Slant as Notes on the linked household, business, or trust. Each Note’s body starts with a header line (Phone call by [creator] on [date and time]) followed by the call’s full comment thread. Re-imports preserve the appended comments without creating duplicates.