We’ve been hard at work! Take a look at what we’ve been up to:

New Additions:

  • Project leads can now be placed on hold! Drag and drop into the “On Hold” status, or select the on hold option from the top right drop down menu on the project lead card itself. Specify whether you’d like that lead to be placed on hold for a specific day or indefinitely.
  • We have added a permission that allows you to specify an individual user’s ability to access reports; financial, sales & leads, or both.


  • Creating and applying project templates will display tasks as expected.