May 28th, 2025

New Feature

Improvement

Bug

Project financials and table view in projects

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.

Enhancements

  • 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.

Bugs & Fixes

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