> ## 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.

# August 10, 2026

> Updates released since August 3, 2026.

## Filter tasks on a client or prospect

The **Tasks** tab on client and prospect pages now has its own filters. Filter by **Assigned to** and **Project**, or select **Filter** to add **Priority**, **Label**, **Due date**, and **Collaborator** filters.

* [Managing tasks](/activity/tasks/managing-tasks#filter-tasks-on-a-client-or-prospect)
* [Household overview](/records/households/overview)

## Save meeting views with feed layouts

Custom views on the meetings page now include a **Layout** picker — **Upcoming**, **Processed**, or **All** — so you can save card-feed views, not just tables. Creating a view from the Upcoming or Processed tab carries your current filters into it.

* [Meetings overview](/activity/meetings/overview#custom-views)
* [Data views](/records/data-views)

## Dismiss form submissions

Intake form submissions now show a status — **Applied**, **Dismissed**, or **Needs review** — and you can dismiss a submission to clear it from the review queue without applying it. Dismissed submissions stay in all submissions and can be moved back to needs review.

* [Reviewing submissions](/platform/intake-forms/reviewing-submissions#dismiss-a-submission)

## More intake form improvements

Duplicate a form straight from the forms table, let the AI name new forms with a specific title drawn from your description or attached document, and see sent invitations and received submissions in the activity feed. When a connected scheduler offers multiple meeting locations, clients now choose a **Meeting location** while booking.

* [Creating and editing forms](/platform/intake-forms/creating-and-editing-forms)
* [What clients see](/platform/intake-forms/what-clients-see)

## Create an opportunity with a new prospect

When creating a prospect, check **Also create an opportunity** to add the opportunity in the same step — pipeline, stage, value, target close date, and more.

* [Prospects](/records/prospects)
* [Managing opportunities](/activity/opportunities/managing-opportunities)

## Move opportunities between pipelines

Move an opportunity to another pipeline from its card menu. Only pipelines that support the linked record's type are offered.

* [Managing opportunities](/activity/opportunities/managing-opportunities#move-an-opportunity-to-another-pipeline)

## See a prospect's last touchpoint

The prospects list has an optional **Last touchpoint** column, and each prospect's page shows the date of the last meeting, email, text, or call — select it to open the source record.

* [Prospects](/records/prospects)

## Separate voices recorded on one device

If several people shared one microphone in a recorded meeting, use **Reprocess speakers** to enter who was in the room and get a transcript with real names instead of numbered speakers. Meetings recorded in person or from the mobile app can now also be made private.

* [Meeting review](/activity/meetings/meeting-review#reprocess-speakers)

## Mention teammates in notes

Typing `@` in a note now suggests teammates as well as records. Mentioned teammates get a notification.

* [Household overview](/records/households/overview)
* [Notification settings](/account-settings/notifications)

## Label your RingCentral numbers

Give each RingCentral number a label so senders are easy to tell apart, and set a **Default SMS sender** — or choose **Ask each time** — when you have more than one texting-capable number.

* [Phone integration](/setting-up-slant/integrations/phone)

## Record ownership retired

The owner field on clients, prospects, and contacts has been removed, along with the **Change owner** bulk actions. Tasks, projects, and opportunities keep their own assignees.

## Other improvements

* A new **Important information** widget on the household overview holds free-form notes you always want in view.
* Household tags wrap to two rows, with the rest behind a **+N more** button.
* The calendar remembers your last view (day, 3 day, work week, or full week).
* Opportunity pipeline columns load as you scroll, and stage totals now cover the whole stage.