Huge updates in action plans, text editors, and more! 🚀

Action Plans Updates🚀

We're thrilled to bring you some fantastic updates to your action plans that will take your collaboration and productivity to new heights! Let's dive into the details:

  1. Multiline Tasks & File Attachments 📋Now, you can write your tasks in multiline format, making it easier to manage complex tasks. You can also attach files for your clients to download directly within each task. Plus, you can add a file request button to any task, allowing clients to upload files directly to that task. When a client uploads a file, the task will be automatically marked as complete! This is a great way to streamline file collection and task completion.
  2. Redirect Buttons 🔀Enhance your tasks with redirect buttons! Users who click these buttons will be taken to a specific page or a widget within any page that you specify. This is perfect for directing clients to important resources or next steps in your process.
  3. Action Plan Visibility 👀Your action plans are now visible directly on your space overview page. This means you no longer need to enter edit mode to access your action plans, making it easier to keep track of your tasks and milestones.
  4. Milestone Watchers 👥You can now add watchers to each milestone within your action plans. When a milestone is completed, the watchers you’ve added will be notified. This ensures that team members who need to be in the loop are always informed and can check in as needed.
  5. Template Improvements 📅When saving spaces as templates, you can now include relative due dates for your action plans by activating the corresponding option in the template save screen. This means you won't need to set due dates for each task individually in new spaces created from the template.

New Text Editor ✍️

Our new text editor is now available wherever you write text within your spaces. This enhanced editor allows you to insert images, add links, create tables, and much more, making it perfect for crafting detailed proposals. For instance, you can directly insert tables into an Approval widget and send them to your clients for pre-approval, all without needing to add external media.

Other Updates 🌟

  • Space Creation Stages: New spaces will now be created in your organization's first active stage instead of the draft stage, streamlining your workflow.
  • Clear Filters Button: Applied filters in your space list can now be cleared instantly with the new clear filters button.
  • Widget Links: You can now copy and share direct links to widgets. When clients follow these links, they will be automatically scrolled to the specified widget in the space.
  • Dynamic Variables: We’ve made some design updates to make dynamic variables in text editors and emails more understandable.
  • Team Page Enhancements: You can now see your seat count and pending invitations directly on the team page.
  • Export Spaces: Use the new export button in your space list to download your list as a CSV or Excel file.

We hope you enjoy these new features and improvements! As always, if you have any feedback or need assistance, feel free to reach out to us. We’re here to help you make the most out of Forward! 🚀✨

Forward Team

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