New project type now opens the Projects library — a gallery of ready-made project types you can install instead of building from scratch. Each card shows a title, description, and sometimes a cover image, and already-installed types are marked with an Installed badge. Pick a card to preview its milestones, answer any setup questions (like who should handle the work — a person, an existing team, or a new team), and click Install to land in the new type’s editor. Installing from the Company tab makes the type available company-wide (admins only), while installing from a book tab adds it to that book. You can still choose Start from scratch to build your own.
The due date on a task template is now optional. Choose No due date in the Due in selector and tasks created from the template are created without a due date — whether the template is used for manual task creation, project milestones, sequence steps, or recurring tasks.
The All meetings tab has a new Meeting source filter, so you can narrow the list by how each meeting was created: Calendar, Logged, Imported, Instant, Mobile app, or Phone call. The Source column reflects the same six sources.
Meetings cancelled on your calendar no longer appear in meeting lists — the Meetings page and the Meetings tab on household, other contact, and business records. For a recurring series, cancelling a single occurrence hides just that occurrence.
Sharing your connected inbox is no longer all-or-nothing. Each teammate you share with now has an Access level: Read only (view email from the inbox) or Read and send (also send and reply from it). New shares default to Read only, and only inboxes you own or have Read and send access to appear when choosing which inbox to send from.
When your recording-retention policy removes a meeting’s video and transcript, the AI summary and meeting notes are now kept — and the meeting stays on the Processed tab instead of dropping out of your lists.
The CSV importer now supports a Business record type alongside prospects, contacts, clients, and notes. Each row creates one business, with fields for the business name, industry, website, tax ID, contact details, an address, tags, custom fields, and an attached note. The Update existing records option matches businesses by email address, just like other record types.
When filling a document for a household, you can now choose which household member fills each role. The Head of household and Spouse/partner selections are pre-filled from the household and control whose information lands in the corresponding fields on the PDF — swap them, or set spouse/partner to None.
Client birthday nudges now show the birthday’s date in the nudge header, plus a timing label — Today, Tomorrow, Yesterday, or how many days ago it was — so you can spot missed birthdays at a glance.
Email templates have a new Current date variable that fills in the date the email is sent, formatted like “June 18, 2026” in your book’s timezone. Company variables — like your company name — now also fill in on email drafts that tasks generate automatically.
