Changelog

• Integrated MS Teams, Kroolo Forms, and WhatsApp Business as input channels within the workflow automation process.

• Enhanced the automation repository, historical tracking, and validation mechanisms to support sprint-specific contexts better

• Organised items within the Browse tab into distinct categories to enhance structural clarity and navigation.

• Incorporated shared PDF feedback into the workflow process.

• Refined widget setup to include customizable columns and integrated charting capabilities.

• Upgraded velocity chart APIs and optimized state management to ensure precise tracking of progress.

• Enabled public sharing of reports and introduced updated sprint reporting views for improved visibility and collaboration.

• Introduced shared view functionality across all sprint reports, including burn-up, burn-down, and velocity charts.

• Upgraded data grid capabilities to provide detailed visualization and tracking tailored to individual sprint contexts.

• Resolved an issue in the sprint progress update logic to ensure accurate status reporting.

• Optimized the state management of velocity charts for more reliable and efficient performance.

• Upgraded the Channel/DM editor to support Slash Menu commands and improved link handling functionality.

• Updated the default large language model to Claude Sonnet 4.

• Implemented safeguards to manage 400 status responses during stream handling more effectively.

• Integrated AI-powered suggested checklists into task management for enhanced guidance and efficiency.

• Added visual assignee indicators beside task labels to enhance clarity and user recognition.

• Corrected an issue causing null labels in the Gantt chart to ensure accurate task labeling and display.

• Improved the Gantt chart by incorporating clearer visual cues for assigned users, enhancing task ownership visibility.

• Restructured the ProjectSprint model into modular components and integrated automation hooks for enhanced flexibility and functionality.

• Refined the cleanup mechanism for sprint-related components to ensure efficient handling during unmounting.

• Introduced new properties into the stores to facilitate sharing of public and sprint-specific reports.

• Resolved discrepancies in checklist counts, updated risk detail handling, and corrected navigation issues for smoother user experience.

• Corrected label display issues in the Gantt view that occurred when no values were assigned.

• Fixed the authentication flow issue related to embedding Google Drive content within Docs, ensuring seamless access and integration.

Zendesk Integration: Implemented a comprehensive Zendesk integration featuring full support for OAuth and API keys, enabling seamless authentication. The integration also includes ticket import functionality, enabling the efficient migration and synchronisation of support requests. Additionally, advanced rule management has been incorporated, providing greater flexibility in automating workflows and ticket handling.

Freshservice Integration: Freshservice integration features secure authentication mechanisms to ensure reliable access control and data protection. This integration also streamlines the organisation's import flow, allowing seamless migration of company structures and user data into the system. By enhancing authentication security and optimising the import process, this update improves efficiency and usability for Freshservice users.

Bitbucket in Workflow: Enhanced the workflow module by integrating Bitbucket, enabling seamless automation of triggers and actions. This integration facilitates streamlined development processes by allowing automated responses to repository events, such as pull requests, commits, and merges. By incorporating Bitbucket into the automation framework, users can efficiently manage workflows, synchronise updates, and optimise collaboration across development teams.

• Display all assignees instead of only project members in sprint views.

• Reports and velocity charts have been added across all sprint views.

• Display the utilisation percentage for each project and portfolio.

• Upgraded the Gantt v2 view with refined date handling, enhanced visibility, and export functionality.

• Updated LLMs—Gemini 2.5 Flash, Gemini 2.5 Pro, and Claude 4—have been integrated.

• AI-powered checklist suggestions are now available in task view.

• Enhanced webhook event processing for GitHub, GitLab, Bitbucket, and MS Teams.

• Added automation job queueing upon saving form templates.

• Implemented code splitting to optimise load times for Sign-In and Sign-Up pages.

• Implemented backend API utilities for integrating WhatsApp Business, Freshservice, and Zendesk.

• Enhanced socket event handling for real-time AI checklist updates and task assignments.

• Optimised integration handling for Freshservice and Intercom with improved error management.

• Enhanced sprint and project stores to enable AI checklist retrieval and member fetching.

• Enhanced the logic for linking Epics to Sprints.

• Refined grammar in bulk import modal messages.

• Made small enhancements to QuickBooks integration and code formatting.

• Fixed general production bugs impacting projects, boards, forms, chat inputs, and task creation through form fields.

Gantt View: Kroolo's Gantt View is designed to help you plan, visualise, and efficiently monitor your projects. It facilitates the management of dependencies and deadlines by giving tasks a timeline-based representation. You can ensure that tasks are completed in the right sequence, preventing delays and streamlining workflows. Whether managing large-scale initiatives or smaller projects, Kroolo's Gantt View empowers teams with real-time insights, fostering efficiency and collaboration at every stage.

Workflows: Streamline your workflow by automating repetitive tasks, reducing manual effort, and enhancing efficiency. Stay informed with real-time updates across multiple platforms, including Slack, Microsoft Teams, HubSpot, Outlook, Gmail and WhatsApp, ensuring seamless communication and collaboration. Configure personalised automation rules tailored to your specific needs, enabling smarter task management and optimised processes without the hassle of manual intervention.

Add Goals to Project: Integrate goal-setting into your projects, and you create a system that fosters accountability, optimises resources, and accelerates decision-making, ultimately driving better results and productivity.

• The enhanced tab view now displays up to 10 items, accompanied by a “+3 More” overflow menu for additional entries.

• Added a customisation option to hide weekends in calendar views.

• Sprint list view now includes a detailed breakdown of epics.

• Introduced a dependencies tab within epics for better tracking and management.

• Introduced a feedback section within epics to review last week's work.

• Introduced task duration and end date visibility within the task view.

• Disabled automatic row expansion and introduced column freeze in the Task DataGrid Table within the task view.

• Enhanced filtering capabilities for widgets and custom task columns.

• Implemented a "More..." dropdown to manage overflow in responsive tabs.

• Improved synchronisation of the sidebar and socket events in board and project views.

• Improved drag-and-drop functionality for module reordering and sidebar updates.

• Resolved login issues and enhanced subscription details in Stripe.

• Resolved origin handling issues in the password reset process.

• Resolved React key warnings in the quick filter functionality.

• Refined sorting logic for custom task columns to enhance accuracy and efficiency.

• Resolved issues with Docs AI Gen and model integration.

• Resolved direct messaging issues across multiple organisations.

• Resolved the Stripe login issue.

• Resolved Confluence import issues within Docs.

• Resolved feedback-related bugs and various minor issues in the Docs module.

• Resolved rendering inconsistencies in project and board views by implementing a unified global component system.

Table View in Project: Enhanced Project Management Interface Streamlined Spreadsheet-Style Layout

Introducing a powerful new project management interface that leverages a spreadsheet-style layout for improved organisation and efficiency.

Key Features:

• Customizable Column Structure: Tailor your workflow by adding, removing, or rearranging columns for status, due dates, assignees, tags, and more.

• Efficient Inline Editing: Modify task details directly within the grid view, eliminating the need for unnecessary navigation.

• Comprehensive Filtering and Sorting: Quickly locate specific tasks using advanced filters for assignees, priorities, deadlines, and other criteria.

• Streamlined Bulk Operations: Simultaneously update multiple tasks, including status changes, team member assignments, and due date modifications.

• Flexible Task Grouping: Enhance progress visibility by organising tasks according to sprints, team members, or status categories.

This innovative Table View functionality is designed to optimise project organisation, boost team productivity, and provide a clear, structured overview of project progress.

Project Financials: Comprehensive Financial Oversight

Budget Management

Establish and maintain project-level fiscal parameters with real-time expenditure analysis. Monitor budget adherence by continuously comparing projected allocations with actual spending.

Expense Management

Implement a systematic tracking and classification of project expenditures, including software, human resources, and external contractors. Maintain transparent financial records with up-to-date expenditure visibility.

Revenue Forecasting & Margin Analysis

Evaluate financial performance through comparative analysis of anticipated income against operational costs. Determine profitability metrics and strategic insights for optimised resource distribution.

Financial Documentation & Custom Reporting

Generate comprehensive financial documentation through single-click export functionality. Customise report parameters by temporal scope, departmental budgets, or expenditure classifications.

• Introducing the enhanced Data Grid—now featuring inline task creation, dynamic phantom rows, improved empty states, and enriched column headers for a more seamless and efficient experience.

• Custom columns now support numbers, currency, files, and preference indicators like likes/dislikes—enhanced with intuitive tooltips and icons for clarity.

• The "Load More" button has been replaced with a seamless skeleton loader for a smoother experience.

• A dynamic view is now available in the Sprint detail tab, offering enhanced visibility and flexibility.

• Epic view is now integrated within sprints, providing deeper visibility and streamlined project tracking

• Quick filters and sprint-ID search enhance epic look-ups, making them faster and more efficient.

• Real-time task events are now more responsive, with enhanced handling for creation, deletion, subtasks, and recurring tasks.

• Inline alerts now notify users if a task is marked as "done" while its subtasks are still open.

• A global routing update ensures smoother, uninterrupted navigation across docs.

• Feedback-related issues in Docs have been addressed, ensuring a smoother experience.

• Agent feedback-related bugs in the AI module have been resolved, improving overall functionality.

Jira Service Management Integration: For a hassle-free transition, migrate tasks, request types, incidents, attachments, and comments to Kroolo with seamless two-way sync. Enhance service management with AI-driven automation, insightful reporting, and optimised workflow efficiency, ensuring data consistency across platforms.

Integrations

• Enhanced Outlook integration featuring improved token management and a refined calendar rule logic for greater efficiency and reliability

Docs

• Improved AI-powered generative features in Docs, enabling more efficient content creation and advanced summarisation capabilities.

• Introduced Docs Share Link functionality, featuring a publish toggle and convenient link copier options for seamless sharing.

• Enhanced user interface for Confluence imports, delivering a smoother and more intuitive experience.

• Enhanced precision and consistency in content alignment for a more structured and polished presentation.

• Introduced a new import tick indicator for improved tracking and visibility.

• Standardised UI across headers in all modules to enhance user experience and ensure visual consistency

• A double-line separator was added to the Docs meat menu for improved visual clarity and organisation.

• Resolved Confluence import issues related to alignment and import tick behaviour for improved accuracy and consistency.

• Resolved issues with generating shorter and longer content, refining logic for more accurate and improved output quality.

• Removed the public/private invite link option to strengthen workspace privacy and security.

• Implemented a real-time presence hook to monitor active users typing in chat channels for improved engagement and visibility.

• Time Report: Generate a customized time Report by grouping projects, using filters, tracking task time, analyze billable hours and optimize productivity.

• Time Off Report: Track and manage employee leave efficiently. Get a detailed overview of approved, pending, and rejected time-off requests, ensuring transparency in scheduling.

• Expense Report: Track and manage expenses linked to tasks or projects. Monitor budgets, categorize expenses, and ensure accurate client billing. Log expenses, attach invoices and generate detailed reports for financial analysis. Filter expenses by date, project, or category, making reviewing spending patterns easy and optimizing cost management.

• Invoice Report: Get a detailed overview of issued invoices, payment statuses, and outstanding balances. Filter invoices by date, client, or project, ensuring seamless financial tracking.

Projects & Tasks

• The Task Reminder feature has been introduced with customizable scheduling, member-specific assignments, and tailored notification settings.

• Reports have been upgraded to provide a comprehensive financial overview, featuring dedicated budget, client tabs, and interactive charts for deeper insights.

• Introduced support for classifying projects as billable or internal and seamless client linking during project creation.

• Improved inbox reminders and expanded API capabilities with new endpoints for assignee lists and task reminder management.

Sprint Management

• Integrated sprint views with epics for seamless tracking and alignment.

• Improved the roadmap view with quick filters and editable time settings for epics and tasks.

• Implemented sprint validation and refined sprint duration logic for improved accuracy and efficiency.

Docs & Global

• Improved Docs with enhanced import functionality and resolved bugs related to Confluence components.

• Introduced board view options in Docs and enhanced task column storage, along with user feedback mechanisms.

• AI Module: Resolved issues with HTML/Markdown uploads and fixed a UI bug in the Generate AI Dashboard for optimal 100% view.

• Automation: Resolved display issues for task-level questions in automation.

• Fixed Google login issues and enabled multi-organization member invitations.

• Resolved calendar automation issues and fixed upload failures in Gmail and Outlook integrations.

• Updated the password reset flow to address issues with reused password logic.

• Resolved unresponsiveness issues in the widget dashboard.

• Fixed issues with epic and task drag-and-drop functionality, as well as quick and advanced filters.

• Resolved UI bug in the AI Dashboard.

Docs and Boards

• Public Share View has been added to Docs to increase accessibility.

• Chat and docs are now accessible in unified board displays.

• Enhanced version publishing support and better doc linking with board items.

Channels

• For concentrated work sessions, mute alerts have been included.

• The new direct message list service enhances direct message experiences, including last message previews.

Projects

• Quick and Advanced Filter components were introduced with a thorough user interface and logic.

• Enhanced task storage with strong project view actions, filter states, and API handling.

• After a project is created, the navigation logic now automatically switches to the user's favourite view.

• Cleaner code and improved user/member deletion logic with precise ownership handling.

Integrations

• New UI import workflows have been added to the ClickUp and Monday integrations.

• Improved API logic to make error handling easier and enable filtering by unassigned assignees.

• A hotfix for the onboarding template was applied.

• By including custom grouping options in task views, flickering problems were fixed.

• Trello integration connection problems have been resolved.

• Several organisations' user account deactivation logic has been fixed.

Export Doc as PDF: Generate and export a document as a PDF in Kroolo, and easily distribute it as a reliable reference for your intended audience.

Advanced filters on Boards: Refine task displays on boards using criteria like priority, status, assignee, or due dates, enabling efficient and focused workflows. They feature dynamic updates, keyword search integration, and visual customisation options, simplifying navigation and enhancing productivity.

Monday.com

• A powerful sync system has been added for importing projects, tasks, comments, and custom fields.

• Enhanced task/user counting and import validation to reduce duplicates.

Outlook

• Implemented inbound email automation in Outlook, simplifying tasks for incoming emails. You can create rules to automatically sort, categorise, or respond.

• Refined the sidebar and toast notification systems for a smoother experience.

• Avatar stories now load smoothly.

• Fixed an issue with the text-to-speech microphone.

• Docs slash menu action items issue fixed.