💾Filter presets are now available, which allows you to save your preferred filters. This feature comes in handy if you want to filter out the processes you are currently working with and quickly switch to the overall view to keep track of your team's status.
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Additionally, if you have many categories that represent your clients, you can create your own filter to present your portfolio with ease.
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📅 The addition of monthly sections in the 'Projects' view. Now, each process is automatically sorted into a month section based on the deadline of its first subprocess. For instance, if the first subprocess has a deadline of 2024-02-05, it will be categorized under February, making it easier to organize and track project timelines.
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​Go to 'Projects' -> choose 'Start Date' filter.
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​To get a full view of the month, select the last day of the month on the calendar.
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Regular users will now be able to change the 'Once' deadline from the dashboard sidebar, making it possible for them to 'snooze' their projects.
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🔍 Introduced an option for filter setup that allows filtering by 'category group' to include not only processes directly assigned to that specific 'category group' but also processes assigned to underlying 'categories' within that category group.

This was a significant issue for our service provider clients who represent their clients as groups and categories as different funds.
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If you're interested in this type of setup, please contact our support team at [email protected].