> ## 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 8, 2026

> Updates released the week of May 4 – May 8, 2026.

## Private tasks

Tasks can now be marked **Private** so only the creator, assignee (or members of the assigned team), and collaborators can see them — including admins. Toggle privacy with the lock icon in the task create form footer or from the **Visibility** row in the task side panel.

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

## Lock a note for view-only access

You can now lock a note to prevent further edits, mentions, tag changes, or deletion. From a note's **⋮** menu, choose **Lock**; the note becomes view-only for everyone (including the author) until someone unlocks it.

* [Households overview](/records/households/overview)
* [Businesses](/records/businesses)
* [Other contacts](/records/other-contacts)

## Edit scheduled emails

Scheduled emails can now be edited before they send — content, recipients, attachments, and send time. Click the pencil next to the **Scheduled for** badge in the email view to reopen the composer; a **Save** button replaces **Send** while editing.

* [Household email](/records/households/email)

## Improved recipient search in the email composer

The To, Cc, and Bcc fields now search across email addresses, person names, and business names, with results grouped by **Businesses**, **Contacts**, **Clients**, **Prospects**, and **Users**.

* [Household email](/records/households/email)

## New CSV import fields

Household and contact CSV imports gained several new fields. Households now accept **Client since**, **LinkedIn URL**, **Company** (creates an employment record), and **Note** (creates a note on the household). Contacts now accept **LinkedIn URL**, **Company**, and full address fields.

* [CSV import](/setting-up-slant/importing-your-data/csv-import)

## Spouse extraction in Parse and create contact

The **Parse and create contact** automation action now extracts a spouse or partner alongside the head of household when creating a **Client** or **Prospect**. The relationship is inferred from the source content — "wife/husband" maps to spouse, "partner/domestic partner/fiancé" maps to partner.

* [Automation actions — Parse and create contact](/platform/automations/actions#parse-and-create-contact)

## Company-wide automations support company-wide pipelines and project types

A company-wide automation can now reference a company-wide pipeline or project type in its **Create opportunity**, **Find opportunity**, **Move to stage**, and **Start project** actions. Book-scoped pipelines and project types still require a per-book automation.

* [Building automations](/platform/automations/building-automations)

## Nudges filtered to your assigned clients

Admins can now scope nudges to each user's assigned clients via a household custom field. Set it under **Settings** → **Data customizations** → **Nudges**. Once configured, the nudges card on the daily overview adds a **My nudges** / **All nudges** toggle so users can switch contexts.

* [Data customizations — Nudges](/account-settings/customization/data-customizations#nudges)
* [Daily overview — Nudges](/dashboard/daily-overview#nudges)

## Calendar edit permissions

Calendar owners can now grant edit access to specific teammates on a shared calendar. Permissioned teammates can create, update, reschedule, and delete events on that calendar. Manage access from the **Calendar edit access** section under **Calendar sharing** in your email and calendar account settings.

* [Email and calendar settings](/setting-up-slant/integrations/email-and-calendar)
* [Calendar](/dashboard/calendar)

## Custodian advisor codes auto-link existing accounts

When you assign an advisor code to a book, Slant now scans existing custodian accounts under that code and links any whose tax ID matches a household in that book. Previously only newly-arriving accounts were auto-linked.

* [Custodian linking](/setting-up-slant/integrations/custodian/linking)
* [Custodian setup](/setting-up-slant/integrations/custodian/setup)

## Business activity feed and updated overview

Each business now has an activity feed showing the business creation event plus tasks, notes, and meetings filed on it. The business **Overview** tab also got a new layout: **Meetings**, **Tasks**, and **Related records** widgets across the top, with the activity feed full-width below.

* [Businesses](/records/businesses)

## Auto-advance respects open tasks on the final milestone

Projects with an **All tasks completed** auto-advance trigger no longer mark the project complete from the final milestone unless that milestone has tasks and none are still open. The manual **Complete** path on a milestone or the project menu remains the way to finish a project that has open tasks.

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

## API and Zapier: update opportunities and contact details

The v1 API now supports `PATCH /v1/opportunities/:id` for partial opportunity updates (name, value, probability, target close date, household, pipeline stage, owner, custom fields), and exposes pipeline and pipeline stage endpoints for dynamic pickers. The Zapier integration uses these to add an **Update Opportunity** action plus four new actions for editing existing person sub-records — **Update Address**, **Update Phone**, **Update Email**, and **Update Employment**.

* [API reference](/api-reference/overview)
* [Zapier](/setting-up-slant/integrations/zapier)

## Household meetings sort newest-first within each year

The **Meetings** tab on a household now sorts meetings newest-first within each year, alongside the existing newest-year-first grouping (a regression fix).

* [Households overview](/records/households/overview)