Welcome to Conopeum v3.0: Better Forms and Clearer Teams

We built Conopeum to help small teams stay organized without leaving their inboxes. Today we are taking a massive leap forward with the release of v3.0, a version focused on giving you more control over how work enters your workspace and how your team is structured. Whether you are managing a school, a parish, or a small business, these updates are designed to save you time and keep your data clean.

The centerpiece of this release is a completely rebuilt Request Form builder. We know that getting the right information from the start is the only way to avoid endless back-and-forth emails. You can now build forms visually using a drag-and-drop editor. We have added sophisticated if-then rules, allowing you to show or hide entire sections based on how a user answers a question. For example, if someone selects Event as their request type, you can automatically show questions about catering and room setup. We have also added specific question types for addresses, phone numbers, and websites, along with the ability to require minimum lead times for dates. This ensures you never get a last-minute request that your team cannot fulfill. To keep your files organized, any uploads through these forms now land in specific, named folders in your Google Drive, labeled by customer and date.

Beyond how work comes in, we have added new ways to visualize your team with the Company Org Chart. If you have the HR features enabled, you can now build a professional chart that shows exactly who reports to whom. We designed this for the reality of modern small teams, where one person might wear two hats. You can assign two different managers to a single person and give them a distinct job title for each role. The chart is smart enough to stack large teams vertically so it remains readable, and you can print a landscape version or export it to a spreadsheet or Word document whenever you need to share it. This adds much-needed clarity for new hires and helps owners keep track of reporting lines at a glance.

We have also overhauled how Conopeum talks to Google Workspace to make your daily workflow smoother. You will notice that checklist items now sync directly under your Google Tasks, and we have fixed the issues where reopened tasks would sometimes flip back to completed. For those who live in their inbox, we moved the Notes to Review section directly into your main Inbox so you have one single place to see everything that needs your attention. You can even assign a specific note to a teammate to ensure nothing falls through the cracks.

This release includes dozens of other refinements to make your life easier. We have added a customer-combine tool to clean up duplicate records, introduced personal email digests so you can see what needs attention without opening the app, and automated tax calculations at checkout for easier billing. We even updated our help center with fresh screenshots and guides for everything from recurring templates to the new Tickets board. You can find the full list of technical changes in our changelog. We are excited for you to dive in and see how Conopeum v3.0 can help your team work better together.