Changelog

Enhancements

• Global: Redesigned empty states rolled out across Docs, Channels, Tasks, Board, My Stuff, Portfolio, Forms, Sprints and the dashboard — refreshed layout, larger headings, wider spacing

• Tracktime: Consistent currency formatting. Invoice and expense amounts now use two decimals with thousands separators across tables, cards, detail views and filters.

• Super agents: Improvements to agent detail header and sidebar, preview dialogue, empty state, create button, and AI panel chat history.

• Channels: Refined conversation headers, list toolbar, recipient picker, files panel, and message-to-task conversion.

• Global: Boards, projects, sprints and portfolio overview no longer show categories with no matching items; date range picker always remains.

• Integration: Monday.com Sign-in callback now fully verifies its security token with a single-use, expiring check — tampered or replayed requests are rejected.

Fixes

• Tracktime: Adding time and expense to an invoice now works for projects without timesheets.

• UI fixes: Various UI fixes raised from client feedback.

New Feature

• Project: Integrates SharePoint directly into the project workspace, allowing users to view, link, and access SharePoint files without leaving the project screen.

Enhancements

• Projects: Reworks the description editor with a cleaner interface and improved formatting tools to make editing task and project descriptions faster and more intuitive.

• Track time: Adds the ability to log time entries directly and have them automatically sync with the timesheet module, reducing manual double-entry.

• Global: Fixes layout and alignment inconsistencies that appeared when fields had no data, ensuring a cleaner and more consistent UI across all views.

• Track time: Delivers multiple improvements to the financial module, streamlining invoice generation, expense tracking, and timesheet handling for better accuracy and usability.

• Integrations: Enhances webhook handling and error logging for Jira and Asana integrations, while optimising the sprint data model and indexing to improve overall system performance.

• My Tasks multi-select — Select multiple tasks in My Tasks, with sprint completion handling and activity type selection.

• Board item detail drawer — A new item detail drawer, available in Board view and the Inbox.

• Project milestones widget — A new milestones widget on the Project Overview; task types can now be marked as milestones.

• Saved filters — Save filters and reuse them across views, with improved save-as-new-view handling and unique naming when creating views across boards, portfolios, projects and sprints.

• Task reminders — Create and manage reminders on tasks, so the right people are nudged at the right time.

• Repeat tasks — A new recurrence engine with full repeat-task support, plus a revamped "Set a repeat" experience.

• Task Follow — Follow any task and receive notifications on changes; followers get email notifications with descriptive change summaries and readable field labels; available from My Space.

• Direct messaging — Message members directly; the Discussions view now shows a landing page when no channel is selected.

• Company billing roles — Manage company billing roles, with sorting, uniqueness rules and display ordering.

• Editor & UI: Description and comment editors gain full-screen mode, improved styling, better toolbar visibility and stronger attachment handling.

• Editor & UI: Calendar refresh: custom date cells, new styles, toolbar layout fixes, year-selection positioning and icon sizing.

• Editor & UI: Timesheet calendar and list headers brought onto a consistent layout.

• Editor & UI: AI buttons standardised across the product.

• Editor & UI: Member management restyled, with skeleton loading.

• Editor & UI: Delete modal, channel/DM and filter UI updates.

• Editor & UI: Row context menus added to task and epic tables.

• Editor & UI: Form label colour standardised.

• Projects & Sprints: Long-text custom column now available as a text-area field for tasks in Project and Sprint, matching the long-text field in Forms.

• Forms: Long-text description field added

• Forms: Form state now resets when creating a new form

• Financial & Users: Client, Expenses, Invoices and User tables refreshed.

• Boards: Deleting the board you are viewing now navigates away, and the state is now correctly fixed.

• Notifications: Notification types corrected, and a notification issue on followed tasks fixed.

• Onboarding: Onboarding handles an existing company with clearer error messaging.

• User management: Adding members handles unique member IDs with improved error handling.

• User Management: Organisation member status now records access correctly on addition.

• Global: Tag delete modal button and add-skill-category modal fixed.

• AI: AI generate button tooltip no longer causes layout shift.

• Forms: Read-only form field handling fixed.

• SharePoint Integration: Connect a SharePoint account, browse sites and document libraries, and import files straight into Docs; the connected account's email is shown to confirm which account is in use.

• Created-date automation conditions — Automations can act on when a task was created (relative and custom dates with a full set of comparison operators), working across both project tasks and board items. Status, priority, and task type conditions were reworked so their labels read correctly in the workflow canvas.

• Redesigned task detail drawer — Dependencies and Linked Tasks now live in one place, with attachments, comments and custom fields reorganised

• Empty-state illustrations — New illustrations across roughly twenty screens, including boards, docs, goals, portfolios, channels, teams, search results and trash.

• Product-wide interface consistency pass — Type sizes, button heights, tabs, dropdowns, modals, borders, shadows and placeholder colours standardised across every module; tabs run on a single implementation, modal backdrops are defined once in the theme, menu icons are consistent, and a lint rule now enforces the standard.

• New brand purple — Applied across the product and all 58 transactional email templates plus onboarding, sign-up, SSO, user and time-tracking emails, so email buttons match the app.

• Refreshed interfaces — Updated screens for projects, forms, notifications, financials, users, member invitations, sprints and reminders

• Shared dialogue components — Shared modal, cancel-button and header-icon components introduced so dialogues behave and look the same across the product

• Sign-in failure for some accounts because of a platform identifier issue is being fixed.

• Removing a SharePoint drive failed the whole page — the error now appears in the dropdown where it happened

• Switching SharePoint sites showed empty pages instead of the new site's contents is fixed.

• Folders with no files showed nothing at all, rather than showing a message saying so

• Long file lists overflowing their container is fixed.

• Several PDF import problems, including documents containing images is fixed.

• Opening a task's due-date cell could error when the task had no recurrence set is fixed.

• SharePoint authentication rejects invalid identifiers cleanly instead of erroring, and token refresh now resolves the correct user is fixed.

• Sprint Import & Export – Users can now import sprint data from external files (like spreadsheets) into Kroolo or export existing sprint data. This is useful for teams migrating from another tool or needing to share sprint data outside the platform.

• Portfolio Budget Mapping – This links budget figures directly to items within a Portfolio, so financial tracking is now embedded in Kroolo's project management view rather than managed separately.

• Portfolio Custom Column Filters – Users can filter Portfolio views using custom fields/columns they've defined, making it easier to slice and view portfolio data based on criteria specific to their workflow.

• Risk Module Enhancements – Improvements to the tool that tracks and manages project risks — likely including better tracking, categorisation, or visibility of risk items tied to projects.

• Shared List View filtering – When a List View is shared with others (e.g., via a link or across teams), filters applied to that view now work properly, letting shared viewers see a filtered subset rather than the full unfiltered list.

• Milestone filter for Project and Sprint tasks – A new filter lets users narrow down tasks by milestone within both Projects and Sprints, helping teams focus on tasks tied to specific milestone deadlines.

AI Agents

• Improved AI Agent caching and global mention experience – AI Agent responses now load faster due to caching, and "mentioning" an AI agent (like tagging it in a message) works more smoothly across the platform.

• Knowledge Base improvements for Kroolo Sources – The underlying knowledge sources that AI agents pull information from have been refined, likely improving the accuracy or relevance of AI-generated answers.

• AI Credits enhancements for Mars Chat (Ask AI) and Create Use Cases – Changes to how AI credits (usage quotas) are tracked or consumed specifically within the "Mars Chat" AI assistant and the "Create Use Cases" feature.

• Agent Usage page UI revamp using reusable Card components – The page showing AI agent usage stats has been redesigned with modular "card" UI elements, likely for a cleaner look and easier future updates.

Projecta & Boards

• Applied filter persistence for Project, Sprint, and Board views – Filters you apply now stay in place when you navigate away and return, instead of resetting each time.

• Enhanced Checkbox and Switch filters – The filter controls using checkboxes and toggle switches have been improved, likely for better usability or more accurate filtering behaviour.

• Gantt View user preference persistence – Personal settings/preferences in Gantt chart views (like zoom level or column layout) are now remembered between sessions.

• Improved drag-and-drop ordering and grouping behaviour – Dragging and dropping tasks to reorder or regroup them now works more reliably and predictably.

• Multi-select custom field support during grouping – Users can now group tasks/items by custom fields that allow multiple selected values, rather than being limited to single-value fields.

Portfolio

• Budget mapping to Projects – Budgets can now be tied directly to individual Projects within a Portfolio (related to the new Budget Mapping feature above).

• Portfolio multi-select improvements – Selecting multiple items within Portfolio views has been made smoother and more functional.

Automation

• Improved email HTML parsing and document conversion – When automations process incoming emails (e.g., converting them into tasks), the system now handles HTML-formatted emails and file conversions more accurately.

• Enhanced inbound email processing – The overall pipeline for receiving and processing emails into Kroolo (e.g., creating tickets/tasks from emails) has been made more robust.

Forms & Editors

• Attachment upload support via Paste and Drag & Drop – Users can now attach files to forms by pasting them directly or dragging and dropping, rather than only using a file browser.

• Improved Add New Column modal behaviour – The pop-up window for adding new columns (e.g., in a table or board) now behaves better — likely fixing glitches or improving usability.

• Form template naming improvements – Naming forms based on templates has been refined, possibly avoiding duplicate or unclear names.

Projects & Boards

• Fixed Group By "None" issue – Resolved a bug where grouping tasks by "no group" (None) wasn't working correctly.

• Fixed multiple milestone marking and task duplication issues – Fixed bugs where marking multiple milestones or accidentally duplicating tasks caused problems.

• Fixed newly created item grouping in List View – New items created in List View now get grouped correctly instead of appearing out of place.

• Fixed DnD item positioning issues – Drag-and-drop (DnD) items now land in the correct position instead of misplacing after a drag action.

• Fixed view-specific skeleton loading – The placeholder "skeleton" loading animations (shown while content loads) now display correctly for each specific view type.

Permissions & Security

• Prevented Admins from changing module ownership or removing module owners – A security fix restricting Admin-level users from being able to reassign or remove ownership of a module, likely to protect against accidental or unauthorised ownership changes.

General

• Menu styling fixes – Minor visual/styling bugs in menus across the platform were corrected.

• Font size consistency improvements – Font sizes were standardised across the platform so text appears uniform.

• Various UI refinements and platform stability fixes – A catch-all for smaller UI polish and stability-related bug fixes not itemised individually.

Performance Improvements

• Optimised Workspace creation component and API – Both the front-end component and back-end API for creating workspaces were made more efficient (faster, less resource-intensive).

• Improved AI Agent page rendering with reusable CardWrapper – The AI Agent-related pages now render faster by reusing a standardised "CardWrapper" component instead of rebuilding UI elements repeatedly.

• Grade Level Management — Introduced full Grade Level management with complete CRUD (Create, Read, Update, Delete) operations, giving admins full control over defining and organising grade levels. Drag-and-drop support was also added, making it easy to reorder or restructure grade levels visually without needing separate edit actions.

• Outlook & Gmail Automations — Added support for shared mailboxes in Outlook automations, enabling teams to trigger workflows from shared inboxes rather than only individual accounts. Google Group routing was introduced for Gmail inbound automations, and routing support was added for Outlook inbound notifications — together allowing emails to be intelligently directed to the right teams or workflows based on group or mailbox rules.

• Automation — Outlook trigger functionality and folder management were enhanced for more reliable automation behaviour, while the Outlook OAuth token endpoint was updated to use the common OAuth2 path for broader compatibility. Authorisation error handling and validation were improved to reduce failed connections, and Gmail inbound automation routing was refined for more accurate email processing. Unnecessary console logs were also removed from email processing to improve performance and reduce noise.

• Boards — The Connect Board option is now disabled for archived boards, preventing accidental linking to inactive boards. Linked column fetching was refactored using React Query hooks for better performance and reliability, and grouping key normalisation was implemented to ensure consistent data grouping. Connected column highlighting and board colour handling were enhanced, along with an improved Advanced Filter UI in Projects for easier filtering.

• Workspace — Organisation switching logic was enhanced for smoother transitions between workspaces, and a new workspace validation middleware was added to strengthen organisation handling and prevent inconsistent states.

• Documents — Document lookup performance was improved, allowing faster retrieval of files, while document deletion logic was refined to ensure records are removed accurately and reliably.

• Financial / Capacity — The Capacity module was updated to consistently display values in Hours (Hr) and Months (Mo), improving clarity and standardisation across financial reporting.

• UI Improvements — The Email Notifications sidebar UI was improved for better usability, and padding/spacing inconsistencies were fixed across numerous settings pages — including Profile, Notification Settings, Account Manager, Access, Security, Billing, User, Audit, Trash, Tags, and Workspace pages. File attachment formatting was also improved, and column type validation was enhanced to catch errors earlier and more accurately.

• Boards — Fixed flickering issues in board listings and resolved several persistent board-related bugs affecting stability. Drag-and-drop issues for non-group elements were corrected, along with connected column highlighting problems and general board structure/rendering issues.

• Notifications — Fixed UI inconsistencies in the email notification sidebar and resolved Outlook trigger behaviour issues that were affecting related workflows.

• General — Addressed multiple platform-wide stability issues and completed broad UI refinements alongside code cleanup. Both frontend and backend reliability were improved as part of this stabilisation effort.

• Portfolios: The Portfolio Overview filters are not persisting, causing users’ selected filters to reset when they navigate away or refresh the page.

• Projects: The Project Overview has improved its layout, usability, and overall user experience.

• Projects and boards: Enhanced the Duplicate Project and Duplicate Board modal UIs for a cleaner, more intuitive user experience. Improve the layout, spacing, and interactions to make the duplication process clearer and more efficient.

• Boards: Enhance the two-way sync in Boards and fix the conditions for one-way sync to ensure data is synchronised accurately and consistently. Improve the sync logic and handling of edge cases for a more reliable user experience.

• Sprints: Added filtering options to the Timeline view to help users quickly find and focus on specific sprint-related data. This will make it easier to track, analyse, and manage relevant items efficiently.

• Automation: Enhanced Multiple Assignees in custom field data to ensure updates are handled accurately and consistently. Improve the Move Row to Another Board automation to provide smoother, more reliable transfers between boards.

• Forms: Added QR code and shareable link options to the Forms modal, making it easier for users to access and share forms. This enhancement provides a more convenient way to distribute forms across different channels.

• Automation: Major automation changes. Optimised the codebase and revamped the overall automation functionality for better performance and maintainability. Improved automation execution to make workflows more reliable and efficient. Enhanced the overall structure and user experience to support smoother automation management.

• Attendance: Set up the default data for Attendance Settings to ensure all required configurations are pre-populated automatically. This provides a consistent setup experience and reduces the need for manual configuration.

• My Space: Implemented Google Calendar integration to fetch tasks, meetings, and events directly into the system. This helps users view and manage their calendar-related activities in one place.

• Portfolio: User preferences in the Consolidated View are not being persisted after login/logout, causing selected settings to reset. Enhance preference persistence so users can retain their preferred view and configurations across sessions.

• Global: Added a new column across Docs, Forms, Projects, and Sprints to provide better visibility and organisation of relevant information. This enhancement improves data tracking and makes it easier for users to manage and access important details.

• My Space: Implemented Outlook Calendar integration to fetch tasks, meetings, and events directly into the system. This allows users to view and manage their Outlook calendar activities in one place for better organisation and productivity.

• Sprints: Added new columns in Sprint and Project views to track task progress, estimated time, and actual time. These enhancements provide better visibility into task status and time utilisation, helping teams monitor progress and identify time gaps more effectively.

• Sprints: Fixed the search functionality in the Sprint Timeline, ensuring users can now successfully search and find relevant tasks and data. Improved the search behaviour for a smoother and more reliable experience.

• Projects: Fixed the UI issue in the Projects Kanban View where long task names caused layout and display problems. Improved text handling to ensure task names are displayed cleanly without affecting the overall board layout.

• Boards: Fixed the search functionality in Connect Boards, ensuring users can now quickly and accurately find relevant boards and data. Improved the search experience for smoother and more reliable navigation.

• Sprints: Fixed the Sprint Member Assignee issue, ensuring members can now be assigned correctly to sprint tasks. Improved the assignment flow for a more reliable and consistent user experience.

• Portfolio: Fixed the Add Project dropdown to display only active projects, preventing archived projects from appearing in the selection list. This ensures users can select only relevant and currently active projects.

• Portfolio: Fixed the Consolidated View – Group By Status sequence issue, ensuring statuses are now displayed in the correct order. This provides a more consistent and organised view of grouped tasks.

• Portfolio: Fixed the alignment issue for Duration and Progress in the Gantt View, ensuring both fields are displayed consistently and accurately. Improved the overall layout for a cleaner and more organised Gantt experience.

• Portfolio: Fixed the flickering issue in the Risk View, ensuring a smoother and more stable user experience. Improved the view rendering to prevent unnecessary flickering during interactions.

Enhancements

• Projects: Timeline View now shows accurate, synced task data across views and loads faster with smoother performance, making project schedules more reliable and easier to navigate.

• Boards: Two‑way sync for Connect Board means updates made on the external board automatically reflect in your workspace, and changes in your workspace push back to the board. This ensures both stay perfectly aligned in real time without duplicate effort.

• Projects: Dependency arrows in Timeline View visually connect tasks, showing which ones rely on others. This makes it easy to spot sequencing, identify blockers, and understand project flow at a glance.

• Projects & Portfolios: A dependency visibility toggle in Timeline View lets users quickly show or hide dependency arrows for cleaner navigation. Alongside this, a legend for FS, SS, FF, and SF types clarifies each dependency relationship, making task sequencing and project flow easier to interpret at a glance.

• Project Financials: Improved utilisation and billable hours calculations ensure work hours are tracked more accurately against capacity. This gives teams clearer visibility into productivity and revenue, reducing errors in reporting and client billing.

• Projects: Support for submitted hours and variances getAllProjectsPlannedVsActuals means the report now includes actual submitted times alongside planned hours. It also highlights variances, giving teams clearer insight into gaps between planned effort and real execution.

• Project Financials: Updating user task mapping to include submitted hours and variances means each task now records the actual hours logged by users. It also highlights the difference between planned and submitted hours, giving clearer visibility into workload accuracy and performance gaps.

• Settings: User config UI has been refreshed for a cleaner, more intuitive experience. In the user list, the sign‑in method is now displayed, giving clearer visibility into how each user accesses the platform.

• Projects & Boards: Boards and Projects now have an enhanced export experience, making it faster and more reliable to generate outputs. Users can export in cleaner formats with improved consistency, ensuring data is easier to share and analyse.

• Financials: Project Financials has been refined with UI fixes and updated labels to align with the Vercel mockup. Additionally, API integrations now use the new data keys, ensuring smoother data handling and consistency across financial reporting.

Fixes

• Integration: The ADO incremental sync issue with project names in Project Details has been fixed. Project names now update correctly during sync, ensuring accurate visibility and alignment across integrated views.

• Projects: The issue where custom field status values were incorrectly exported as the default status in CSV has been fixed. Now, exports show the actual status values from projects and boards, ensuring accurate reporting and data consistency.

• Projects: The issue where duplicate project creation was not working inside portfolios has been fixed. You can now duplicate projects seamlessly within a portfolio, ensuring consistent structure and easier reuse of project setups.

• Docs: The issue where embedded tasks were not appearing in exported documents has been fixed. Exported docs now correctly include all embedded tasks, ensuring complete visibility and accurate reporting.

• Docs: The issue where the page asked for a reload during document export has been fixed. Exporting docs now runs smoothly without interruptions, ensuring a stable and consistent experience.

• Portfolios: The issue where flickering occurred in Gantt and Chat views within Portfolios has been fixed. Both views now render smoothly, ensuring a stable and consistent user experience without visual disruptions.

• Portfolios: The issue where the list icon was not appearing on the portfolio list has been fixed. Portfolio lists now display their icons correctly, ensuring clear identification and smoother navigation.