> ## 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.

# July 6, 2026

> Updates released since June 26, 2026.

## Projects library

**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.

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

## Task templates without due dates

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.

* [Task templates](/activity/tasks/task-templates)

## Filter meetings by source

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 overview](/activity/meetings/overview)

## Cancelled meetings are hidden

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.

* [Meetings overview](/activity/meetings/overview)
* [Calendar](/dashboard/calendar)

## Access levels for shared inboxes

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.

* [Email and calendar](/setting-up-slant/integrations/email-and-calendar)
* [Household email](/records/households/email)
* [Bulk email](/records/bulk-email)

## AI summaries survive retention cleanup

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.

* [Meeting review](/activity/meetings/meeting-review)
* [Customizing meeting AI](/activity/meetings/customizing-meeting-ai)

## Bulk import businesses from a CSV

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.

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

## Choose household roles when filling documents

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**.

* [Filling documents](/records/households/document-filler/filling-documents)

## Birthday nudges show the date

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.

* [Daily overview](/dashboard/daily-overview)

## Current date template variable

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.

* [Email templates](/account-settings/customization/email-templates)