> ## 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.

# May 1, 2026

> Updates released the week of April 28 – May 1, 2026.

## 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 as `Wednesday, April 22 · All day` or `Apr 22 – Apr 24 · All day` instead of a time range.

* [Calendar](/dashboard/calendar)

## 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**.

* [Opportunities overview](/activity/opportunities/overview)
* [Pipelines and stages](/activity/opportunities/pipelines-and-stages)

## 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.

* [Clients overview](/records/clients/overview)
* [Past clients](/records/clients/past-clients)
* [Prospects](/records/prospects)
* [Other contacts](/records/other-contacts)
* [Businesses](/records/businesses)
* [Tasks overview](/activity/tasks/overview)
* [Managing tasks](/activity/tasks/managing-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.

* [Automation actions — Wait](/platform/automations/actions#wait)

## 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.

* [Automation actions — Create task](/platform/automations/actions#create-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.

* [Automation triggers](/platform/automations/triggers)

## 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](/activity/tasks/overview)

* [Managing projects](/activity/projects/managing-projects)

* [Pipeline view](/activity/projects/pipeline-view)

* [Data views](/records/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.

* [Recurring tasks](/activity/tasks/recurring-tasks)
* [Creating tasks](/activity/tasks/creating-tasks)
* [Managing tasks](/activity/tasks/managing-tasks)

## 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.

* [Creating tasks](/activity/tasks/creating-tasks)
* [Managing tasks](/activity/tasks/managing-tasks)

## 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.

* [Managing projects](/activity/projects/managing-projects)
* [Project types](/activity/projects/project-types)

## 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**.

* [Project types](/activity/projects/project-types)
* [Projects overview](/activity/projects/overview)
* [Creating projects](/activity/projects/creating-projects)

## Meeting type and AI prep on contacts and businesses

Meetings filed under [other contacts](/records/other-contacts) or [businesses](/records/businesses) now show the **Meeting type** dropdown when you start a meeting, and AI meeting prep generates for those meetings too — not just households.

* [Creating and recording meetings](/activity/meetings/creating-and-recording-meetings)
* [Other contacts](/records/other-contacts)
* [Businesses](/records/businesses)

## 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.

* [Chat](/records/households/chat)

## Request write access on personal access tokens

You can now request write access for any [personal access token](/account-settings/api-tokens) 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.

* [API tokens — Request write access](/account-settings/api-tokens#request-write-access)

## 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.

* [Import from Wealthbox](/setting-up-slant/importing-your-data/from-wealthbox)

## Mobile app update prompt

The Slant mobile app now checks for a newer version on launch. When an update is available, a sheet appears with **Update now** (opens the App Store or Play Store) and **Later** (dismiss for the session).
