This release focuses on small-but-mighty improvements that make everyday work feel smoother—quicker follow-ups, more actionable notes, autosaving where it counts, and smarter defaults—so you can stay in flow with fewer clicks and interruptions.
Features
Optional follow-up prompt when completing a task: The completion notification now offers to create a follow-up task.
Improvements
Task lists in rich text: Add checkable task lists to notes across tasks, projects, deals, contacts, and more.
Project descriptions autosave: Your text is saved continuously as you type.
Smarter task defaults: New tasks are assigned to you by default (you can still change the assignee).
Faster multi-task creation: Use the new toggle to create multiple tasks without reopening the modal.
Add relations on create: Link related items while creating a task, not just when editing.
Deal automations on create: Pipeline automations now run when a deal is created as well as when its stage is updated.
Fixes
Due date picker stability: It no longer closes when changing the month or year from the selectors.
Smarter deal linking: When choosing a company or contacts during deal creation, the other field now filters to show only related options.