July 23rd, 2025

New Feature

Bases, Cards, & Guides

Required Plan: Partner

New Feature: Clients can assign Action Plans & Tasks to Partners

In the past, clients were not able to assign action plans or tasks to partners.

Now, clients can assign tasks and action plans to a partner! All they need to do is type in the partners name or email and it will pull up in the search box. Partners will get notified when they are assigned a new task or action plan too!