Dashboard

• Added the ability to sort columns in the Dashboard by Start Date, Due Date, Task Type, and Status. The default sorting is by Task Start Date.

Tasks

• Added a new option to show tasks grouped by workflows. When this option is set, each workflow creates a separate table with all its tasks. This is an alternative organization for cases where you reuse the same workflow in a project to represent different phases and want to see it that way.
  
  

  

Calendar

• When adding tasks to a calendar, you can now search by customer and then select one of their projects. This makes adding tasks to the right project faster and more intuitive.

Finance

• Transaction detail modals (accessible from accounts in P&L and Balance Sheet) now include a Counterparty filter, allowing you to narrow results to a specific customer or supplier. Increased the page size limit to a maximum of 250 rows for easier data review.

Reports

• Improved the Simple Slab Report:

  • It now includes inventory on hold.

  • Cells are clickable, allowing you to see how each data point is calculated.

  • Each modal window now has an Export button for quick data export.