Changelog

1. v3.1

   October 31, 2026· 161 updates

   Tasks

   • Add or remove custom fields directly on a task — Fields no longer require editing the template; each task can pick existing workspace fields or create new ones, and remove a field from just that task.
   • Custom fields show where they came from — Custom fields in Settings → Organize now show their origin — fields auto-created by integrations like Atarim are labeled, and everything else is marked as added manually.
   • Faster saves across the app
   • Faster task assigning
   • Fill in template custom fields on the task — Custom fields added by a template now show on the task even when blank, and can be filled in right there.
   • Fleet Guardian updates get their own "Site updates" section — Imported site updates now funnel into an auto-created Site updates section instead of landing in My Tasks. They arrive unassigned and stay out of Google sync, so your personal list stays clean — check the Site updates section in Tasks to review them.
   • Images now display inside task descriptions on your own task pages — Email images saved to a task now appear inline in the description and Gmail quote on the staff task view, matching the customer portal.
   • Inbox: completion reason prompt — Completing a task from My Inbox now asks for the reason up front when the workspace requires one, instead of failing with an error message.
   • Instant checkboxes and dates
   • New tasks from the Waiting view use your default section — Your saved default section is no longer replaced when adding a task while viewing Waiting.
   • New template fields flow out to existing templated tasks — Adding a custom field to a template now attaches it to every task already created from that template, so nobody has to re-apply the template by hand.
   • Optional default assignee for Fleet Guardian imports — The Fleet Guardian settings card now has an "Assign imported updates to" picker. Leave it on "No one" (the default) and imports stay unassigned in the Site updates section; pick a person and new imported tasks and checklist items are assigned to them and appear in their My Tasks.
   • Redesigned task page — Tasks open with a clear header, a quick-edit row (due date, status, assignees, customer) and Overview, Subtasks, Activity, Files, Time and Settings tabs. Overview shows details, subtasks, the linked email and latest comments together.
   • Reorder checklist items on task templates — Drag the handle or use the up/down arrows to reorder subtasks in a template checklist.
   • Site updates skip "new task" alerts
   • Site updates stay in their own tab
   • Task list opens instantly
   • Templates show only their own custom fields — Template editor now lists just the fields attached to that template, with Add field and Remove from template controls.
   • Unread comments leave My Inbox when a task is closed — Automated checks now guard that comments on completed, archived or trashed tasks drop out of My Inbox and return if reopened.

   Timesheets

   • Timer wrap-up shows only your own work — Automated checks now guard that the stop-timer list only includes tasks and Bulletin/Social items you completed during that timer.

   Time Tracking

   • Stop-timer list shows only your own completed work — When stopping a workspace timer, the list of finished tasks, checklist items and Bulletin/Social items now only includes what you completed, so you no longer have to sort out coworkers' work.

   Inbox & Email

   • Compose and reply from Mail — Answer and start emails without opening a task first.

   Notifications

   • Scheduled emails recover from interrupted sends — If a send is interrupted, the next check now finishes delivering it instead of silently skipping it.

   Integrations

   • ClickUp checks slow down on quiet days
   • Fleet Guardian linking card relabeled: Client accounts vs Websites — Make the two link groups easier to tell apart

   Google

   • Google Tasks completions no longer capped at 25 per sync — Each Google completion is still individually checked before it closes a task.
   • Tasks closed in Google get an official completion date and a note — When you tick a task off in Google Tasks, Conopeum now records the date it was completed and adds an internal note saying it was completed in Google.
   • Tasks no longer close themselves from Google sync — Google can only close a task when it really was ticked in Google after your last reopen; big unexpected bursts are held instead of applied.

   Platform

   • Additional details above task description — The collapsed Additional details fold now sits below the due-date controls and above the description on the left of task details.
   • Additional reliability checks for tasks, timesheets and workspace settings — Continued internal cleanup and added checks that preserve workspace privacy, linked emails and administrator access.
   • Admin and integration reliability cleanup — Continued reliability improvements across admin content, workspace accounts, Canva, Atarim and Google task handling while preserving existing access and background behavior.
   • Automated checks for customer portal requests — Portal requests always become live tasks and only attach websites the customer can see.
   • Automated checks for who can create tasks and who gets assigned — Keeps contractor/employee task-creation rules from breaking silently.
   • Buttons stay readable with your brand color — In dark mode the open-task and new-task buttons were dark text on a dark background, so they were unreadable.
   • Checklist items no longer appear as extra tasks — Dated checklist items sent to Google stay under their parent task in Conopeum instead of showing as separate unsorted tasks.
   • Checklist items show on their due day in Google Calendar — Dated checklist items now go to Google Tasks as their own task so they appear on Google Calendar on their due day, and reconnecting a Google account no longer loses task links.
   • Choose which features each plan includes — Super admins can tick what Free, Pro, Business and Enterprise include, with a warning before customers lose anything.
   • Cleaner task layout with separate Files and Time tabs — Task details stay focused on the work; files use compact preview rows, conversation has its own view, and optional adding and setup tools are tucked away.
   • Continued task, reminder and workspace reliability cleanup — Strengthened task details, reminder settings, Drive attachments and workspace access checks while preserving existing permissions. Automated checks passed; no test messages were sent.
   • Google Drive folder labels on task files — Drive attachments show their containing folder beneath the filename to distinguish files with identical names. Folder metadata loads separately using the viewer’s accessible Google accounts; unavailable folders never block files or previews.
   • Google marks on checklist items — Each checklist item shows whether it has a copy in Google.
   • Google sync status on every task — Task rows show whether each task is in Google and whether Google is up to date.
   • Hide unused publishing channels in task details — Workspaces that do not use publishing channels no longer see the empty area, Channels tab or menu shortcut. Existing tasks and saved updates remain unchanged.
   • Inbox, integration and admin reliability cleanup
   • Keep unrelated website questions off bulletin forms — Remembered customer portal sessions no longer add their website question to a form belonging to another workspace.
   • Linked email above task tabs — The linked email now appears above the right-hand task tabs, freeing space in the main task area. Narrow screens show it above the shared tabs; existing email controls and permissions remain unchanged.
   • Modern task assignees in a full-width row — Assignees now appear below Due date and Status as comma-separated names; click Assignees to edit.
   • Modern task Files: attachments and file sources side by side — Attachments stay on the left while Google Drive, pCloud and available Canva controls are visible on the right without an extra Add file click; smaller screens stack both areas.
   • More compact modern task spacing — Reduced blank space between task sections so more content fits on screen without changing task text or controls.
   • More compact task sender details — Sender and form information tables now sit to the right of the description on wide screens, reducing scrolling while staying readable on phones.
   • More reliability checks for tasks, timesheets and connected tools — Continued cleanup preserves workspace permissions and adds checks for time entry edits, personal totals and social media attachments.
   • More reliable task and reminder handling — Continued grouped reliability cleanup across tasks, time off, reminders and integrations, preserving access checks and existing behavior.
   • More reliable tasks, timecards, people and portal management — Continued internal cleanup while preserving permissions, added checks for waiting tasks and timecard lookups, and verified saved approvals and scheduled reminder safeguards.
   • Paused email automations record skipped dates and resume on schedule — Missed dates appear in send history instead of sending old reminders when an automation is re-enabled. The next upcoming occurrence remains scheduled; skips do not count as delivered emails.
   • PDF previews work inside development frames — PDF task previews use an in-app reader with page and zoom controls instead of Chrome’s embedded PDF viewer. Google Drive PDF reads remain private and temporary, and original-file links stay available.
   • Person profile reliability checks — Added checks for workspace membership permissions and policy history, preserving deleted-policy records and missing-actor details.
   • Preserve checklist notes when completing tasks — Completing tasks and checklist items now keeps existing notes and imported details. Requested completion notes are added underneath instead of replacing saved content.
   • Pricing inclusions match plan checkboxes — Public pricing and administration previews now follow the same feature selections as workspace access, with payment prices unchanged.
   • Prioritize tasks and reduce background checks during loading — Tasks load before secondary checks for Inbox badges, Team Chat, mileage and meeting integrations. Google sync badges are checked together instead of through many separate requests. Secondary checks wait until tasks appear or up to four seconds; preview timings have not yet confirmed a speed improvement.
   • Readable customer portal in dark mode — Customer portal buttons now use readable text against workspace brand colors, with clearer task statuses, dashboard icons and sign-in errors in dark mode.
   • Readable dark mode throughout the workspace — Dark-mode links, badges, filters, customer dashboard icons and muted text stay readable with dark workspace brand colors. Theme text is automatically adjusted for contrast without changing brand fills.
   • Remove duplicate email reader from task activity — Task Activity no longer repeats the email that started the task. The linked email above the tabs, conversation messages and email actions remain available.
   • Simpler task tabs and workspace description previews — Removed the duplicate Email tab while retaining Activity and the linked email. Workspaces can choose description preview lines in Tasks settings; current defaults are unchanged.
   • Stronger reliability checks for workspace settings and connected tools — Continued internal cleanup with added checks for membership protections, workspace defaults and duplicate meeting imports.
   • Tabbed customer board inside the workspace — The main Customers page now separates active work, websites, completed tasks, site updates, calendar, invoices, time, and activity into tabs, without opening the customer portal.
   • Task Details and Subtasks side by side — Details appear on the left and Subtasks on the right for quicker viewing, while narrow windows keep them stacked.
   • Task setup tucked under Additional details — Assignees, customer, customer sharing and website fields stay available in a collapsed Additional details fold, leaving more space for the task checklist. Existing permissions and saving behavior are unchanged.
   • Workspace checklist completion notes — Choose required notes, optional note prompts, or one-click checklist completion in workspace settings. The same choice applies in the task list and task details.
   • Workspace switching avoids unnecessary reloads — Keeps remembered workspace-specific results separate, clears old unscoped information, and avoids reloading membership and admin checks on every switch.
   • Workspace-branded customer portal and request forms — Portal page titles and request form labels now follow each workspace’s own display brand, including SO Services for the SO Services workspace.
   • Your task sort order is remembered — Pick how your task list is sorted (title, due date, priority and more) and Conopeum keeps that choice for you in each workspace.

   Collaboration

   • Team Chat — Quick conversations no longer need email or outside chat apps, and decisions turn straight into tasks.

   Customer Portal

   • Assign any customer task to a website — The website picker on a task now shows whenever the customer has websites, even before the task is shared to the portal — so a request that landed as "general" can be assigned to the right website afterwards.
   • Call customer sites whatever you call them — Not every business using the portal is about websites, so the fixed wording got in the way.
   • Card-based customer dashboards — Customer portal and staff customer boards now use clean, easy-to-read cards with icons, counts, status pills and time bars.
   • Conopeum referral footer — The "Run your own team on Conopeum" card is now a dark footer pinned to the bottom of every customer portal page, with a See plans link; admins can still turn it off in portal settings.
   • Customer dashboard snapshot
   • Customer portal dashboard by website — Customers with several websites need different people watching different sites.
   • Customer portal invoices load instantly from a saved copy, then refresh from Plutio
   • Customer Portal shows the full task history — Every note and email on a task now shows to the customer automatically. Only notes marked Internal (or limited to specific people) stay hidden.
   • Customer Portal, rebuilt — Customers can now request their own sign-in link by email, see your logo and a welcome message, and find their work grouped into Needs your input, In progress and Recently completed with checklist progress and a calendar. They can approve or request changes, upload and download files, submit your request forms, choose how often they get update emails, and view their websites, site updates and (optionally) monthly hours. Staff comments stay internal unless shared, contacts can be approvers or view-only, and every customer page shows a portal activity log. All included in the $19/mo add-on.
   • Customer Portal: websites shown separately — Customers with more than one website now see each site on its own card with its own recent updates.
   • Customers can add their own websites in the portal — Portal owners can add a website (with an optional friendly name) straight from their portal home. It links to Fleet Guardian automatically and shows up on their dashboard right away.
   • Customers can see time tracking in their portal — Hourly clients want to see where their time went before the invoice.
   • Customers can tag portal tasks to a website — From any shared task in their portal, customers can pick which website the work belongs to (or move it back to General). The task title prefix updates automatically and the change is logged in their activity.
   • Email images show inside tasks — Images pasted into emails are saved to the task and shown in place on the customer task page, instead of an image placeholder. Wrapped links display cleanly.
   • Friendly website names — Customer websites can have an optional friendly title (e.g. "Touchstone Lights") set on the customer Websites card. The title is used in task title prefixes, the portal dashboard, team site access, and the request-form website picker instead of the raw domain.
   • Plutio invoices in the Customer Portal — Customers linked to a Plutio project can see their invoices — amount, due date, paid/unpaid/overdue — with a View & pay link. Owners always see them; owners choose who else can. Switch on per workspace with a per-customer override.
   • Portal owners manage their own team, per website — Customers with several websites need different people watching different sites.
   • Portal requests become tasks instantly — Customers send these deliberately, so the approval step only delayed the work.
   • Portal requests can be general, not tied to a website
   • Portal team capped at 2 people per website — Each website in a customer portal now allows at most 2 portal people with access; the Team page shows per-site usage and blocks full websites, including all-sites grants.
   • Request form: return to portal after sending — After a customer sends a request through a portal form, the confirmation now offers both Send another and Return to portal. Public and embedded forms still just show Send another.
   • Spelling fix: Conopeum branding — The product name was misspelled as "Canopeum" in the portal referral footer and a few screens; all visible instances now read "Conopeum".
   • Tabbed customer portal dashboard — The portal home now shows only active work, with tabs for websites, completed work, site updates, calendar and invoices.
   • Tasks auto-link to customer websites — When a task's title or details mention one of the customer's websites (by address or site name), it is tagged to that site automatically and gets the [Customer – Site] title prefix. Tasks you set or clear by hand are left alone.
   • Website name in task titles — Tasks tagged to a customer website now lead with "[Customer – Site]" in the title, so it is obvious which site a task belongs to in task lists, the portal, and emails. Applies to new portal requests, Fleet Guardian imports, staff website tagging, and existing tagged tasks.

   Customers

   • Customer merge: duplicate email fix

   Documentation

   • MeetJamie help article fixed — The MeetJamie Help article previously showed Fathom content by mistake. It now documents the real MeetJamie integration: connecting with a Jamie API key, reviewing pending imports, action items as subtasks, transcripts, and share links.

   Fix

   • Extra Google Tasks safety check for solo workspaces — Dale's workspace gets a full Google Tasks check every 6 hours through Nov 29, putting back any open task or subtask missing from Google.
   • Google Tasks no longer disappear after a sync hiccup — Tasks and checklist items stay in Google when a background sync check can't read its data, removed copies are recreated automatically, and the leftover cleanup no longer offers checklist-item copies for deletion.
   • Portal invoices: recent invoices now load — The customer portal invoice list asked Plutio for the whole workspace invoice book, which is capped and oldest-first, so customers with lots of history only saw old invoices. The portal now asks Plutio for just that customer's invoices, so this year's invoices show up.
   • Timesheets uploaded by HR belong to the employee — Uploads made on someone's behalf are recorded for that employee, so they no longer block the employee's own grid.
   • View as customer shows the full portal — The staff "View as customer" preview used to borrow the customer's first portal person, so if that person was limited to one website you only saw their narrow view. The preview now uses a dedicated full-access identity, so you see everything a portal owner would see.

   Fleet Guardian

   • Fleet Guardian time logs as one entry per task per day — Automatic time from Fleet Guardian now combines into a single daily entry: 15 minutes for the first, exact time after that, rounded up at day end.
   • Fleet Guardian updates group into one monthly client task — Imported updates now land as checklist items on a single task per client per month instead of separate tasks.

   Improvement

   • Customer dashboard shows the full portal picture — The Customers tab dashboard only showed task counts and a few recent tasks. It now also shows the customer's websites, recent site updates, time by month, invoices, and recent portal activity — the same things the customer sees in their portal.
   • Customer portal sign-in links always open on app.conopeum.com
   • Finished tasks leave My Inbox everywhere — Completing, archiving or trashing a task from the task list or My Inbox now closes it in both places.
   • My Inbox approvals respect permissions — Approval reminders in My Inbox now only show for people whose role lets them approve.
   • Reassign tasks from My Inbox — Hand off new comments and newly assigned tasks to a teammate in one click without opening the task.
   • Workspace invite emails now show the inviter's real name — Invite emails previously fell back to "A teammate".

   Integrations — Shipped

   • Google checklist labels on task lists and punchlists — Each checklist item now visibly says In Google or Not in Google directly on the task list and in task details, with separate checking and unavailable states.
   • Keep open tasks open when a Google copy is missing — Tasks absent from the selected Google list no longer appear completed unless completion is explicitly reported.
   • Preview task files from Google Drive, Canva and pCloud — Open file previews inside tasks with an original-file link. Google image preview verified; Canva previews require account access and pCloud remains pending developer approval and setup.
   • Site updates: one task per website per month — Merged duplicate SO Services site-update tasks, separated mixed websites, and preserved subtasks, time and history. New Fleet Guardian updates append to the same website/month task even when source grouping identifiers change.

   Mail

   • Cleaner email previews in Mail
   • Email actions in one menu — Replying or trashing an email meant scanning a second row of buttons under the message, away from the rest of the reader.
   • Move emails to Trash from Mail — User-requested.
   • Notification emails sending again

   Meetings & Notes

   • MeetJamie — Full MeetJamie integration: verified webhook receiver (API key or HMAC signature), workspace config with secret rotation, pending-import review queue, and import to tasks with summaries, action items as subtasks, transcripts, and attendee capture.

   People

   • Merged people remember all their emails — When you merge two people who are the same person with different email addresses, both addresses stay on the merged person, so they are not created again as a duplicate. You can also add or remove a person's other emails yourself under Other emails on their profile.

   Performance

   • Calmer background refreshing
   • Faster notes, badges and search — Note and checklist access checks now run once per request, unread badges only read your own tasks, note search is indexed, and old background-job history is trimmed automatically.
   • Faster task lists in busy workspaces — Task lists now load checklist items, comments and other details only for the tasks on screen, instead of reading the whole workspace every time.
   • Lighter background refreshing: routine update checks now run every 2–5 minutes and still refresh instantly when you return to the tab or save
   • Task list shows up right away
   • Timers now update live across tabs and pages instead of waiting for the next check

   Portal

   • Customer portal shows your last dashboard and invoices instantly while it refreshes — Invoices from Plutio can take a while; returning customers no longer wait on a blank screen.

   Request Forms

   • Request task titles show what the customer is asking for — Task titles like "New request: Form request: 10-17-2026" hid the actual request; staff had to open the task to see it.

   Time Tracking & Pm

   • Add a new employee while uploading timesheets — Approvers can add a missing employee beside the Employee picker; the new person is selected automatically.
   • Add split-shift timesheet hours into daily totals — Morning and afternoon hours are added together during scanning and Time grid import instead of keeping only the last entry.
   • Attach pCloud files to tasks — Browse folders or search pCloud by file name in a popup and link documents and photos to a task without copying them.
   • Bulletin dates shown earliest to latest — Selected bulletin dates stay in chronological order regardless of selection order in task details and task lists.
   • Choose classic or modern task layouts — Workspaces can choose a default task layout, and each person can select their own layout or follow the workspace default.
   • Choose clock, rounded or handwritten timesheet hours — HR can compare each day’s clock calculation, nearest-quarter-hour rounding and handwritten total, then choose the hours before adding them to the Time grid.
   • Clearer period review for scanned timesheets — Scans missing reporting dates now offer first and last work dates for review, with clear messages instead of technical validation errors.
   • Common-sense AM/PM on scanned timesheets — If a timesheet mixes up AM and PM later in the day, the times are read in order and the change is flagged for review.
   • Compact Google checkmarks on subtasks — Subtasks show a green checkmark after their tags and date, without repeated In Google text; main tasks keep the explanatory label.
   • Expand task Details with Read more — Long task details expand with Read more instead of using a small scrollbar; Show less returns to the compact view.
   • Faster workspace switching: remembered Code Tracking, Tasks and People with isolated workspace caches
   • Full and half days become hours for substitutes — For substitute teachers, "full day" or "1 day" reads as 8 hours and "half day" or "1/2 day" as 4 hours.
   • HR Review shows Read-only only when it applies — The Read-only label now appears only for people who cannot enter time for others.
   • Keep uploading after adding hours — Uploaded timesheets stays open and refreshes after Add hours to Time grid, so HR can move straight to the next timesheet.
   • Modern task layout: Created by in Settings — Moved Created by off the top of modern tasks and into Settings, keeping the original layout unchanged.
   • PTO inside HR Time grid hours editor — Select PTO alongside Save and Cancel when entering hours, without extra controls beneath each day.
   • Read clock times first and review substitute-teacher days — Scanned timesheets calculate hours from in/out times instead of incorrect handwritten totals. HR can choose full days at 8 hours or half days at 4 hours for each substitute-teacher day before submission.
   • Read HEIC timesheet photos — Upload iPhone HEIC photos directly; they are automatically saved as JPG and read into the editable timesheet grid for review.
   • Recorded hours beside the modern task timer — See the total time already recorded on a task, including its subtasks, without opening the Time tab.
   • Remove unused bulletin dates from tasks — Unused bulletin dates can be removed from task details even after their deadline, without marking them published or affecting other tasks.
   • Send scanned hours to the Time grid for review — Scanned hours go into the Time grid as editable entries first; approval still happens in the grid.
   • Simpler modern task date and status controls — Removed redundant Due date and Status titles from the modern task display without changing the controls.
   • Time grid can open on Semi-monthly pay periods — The Time grid can start on the 1–15 / 16–end pay periods; anyone can still switch.
   • Time-entry popups keep long notes and task names inside the window — Add and edit time windows now wrap long text, fit smaller screens, and avoid sideways scrolling; shared confirmation windows use the same sizing safeguards.
   • Timesheet employee choices sorted by last name — Timesheet upload employee choices are alphabetized by last name, then first name, while displaying Last name, First name.
   • Timesheet upload names shown last name first — Employee choices can show Last name, First name when uploading timesheets.
   • Timesheet uploads automatically populate an editable grid; submit reviewed hours and the original together
   • Timesheet uploads with AI-prepared drafts — Staff can upload PDFs, photos or spreadsheets, review extracted daily hours, and submit for admin approval; outside staff have private personal links. Confirmation emails await sender setup.
   • Two-word last names sort correctly — Names such as Van Dyke or De La Cruz are kept together and sorted under the right letter.
   • Upload & scan timesheets from the Time grid — HR can upload a photo, PDF or spreadsheet timesheet for any employee right from the Time grid, including people without a login.
   • Write notes directly on task Overview — Choose Comment or Internal note and target people without leaving Overview; comment colors are consistent with Activity.

2. v3.0

   October 7, 2026· 200 updates

   Tasks

   • Add several checklist items in one spoken command — One voice command like "add to task 42: order photos, frame them, and send to printer" now adds three checklist items instead of one. Items split on commas, semicolons, and the word "and".
   • AI list fill for recurring tasks — A repeating task can now have AI read a web page (or use its own knowledge) and add one checklist item per entry for the week named in the title, plus a Fill with AI button on any task checklist.
   • AI-generated lists can be punchlists — When AI fills in a list — once from the Fill with AI button, or every time a repeating task spawns — you can now tick "Show as a punchlist" so the result arrives in punchlist mode with big checkboxes and tap timestamps.
   • Archived tasks page — The archive is now its own full page (Tasks > archive icon) instead of a small dialog: a searchable list with task numbers, customers, assignees, closed/archived dates, and a one-click Restore on every row.
   • Assign tasks from the New task form — The New task form now has an "Assign to" picker (defaulting to you) instead of the old "Add to" dropdown, and the punchlist switch on an existing task moved to the top of the checklist.
   • Bulk complete now asks for the completion note — Completing several tasks at once now prompts for the completion note instead of skipping it.
   • Bulletin deadlines
   • Catch up past Google document edits — A workspace that has just turned on document edit recording can pull recent edit history from Google into the task history, so changes made before it was turned on are still shown.
   • Change a location's color any time — Location colors can now be edited after a location is created — pick a new color right in the workspace settings list.
   • Channel deadline button on channel row — The submission-deadline setting for list channels (e.g. Bulletin) now has its own Deadline button directly on each channel row in Settings > Workspace > Subtask channels, instead of being buried inside Auto-entries.
   • Checklist items with due dates sort to top — Subtasks carrying a due date were lost in creation order, so time-sensitive items were easy to miss.
   • Clearer action-focused Inbox comments — Make comments and notes easier to scan and act on without leaving the Inbox.
   • Closed Google tasks no longer appear overdue in digests — Personal digests should only show work that is still active.
   • Contractors can edit the tasks you assign them
   • Date variables in recurring task titles — Use {date}, {weekday}, {longdate} and more in a recurring task title — each new copy fills them in with real dates.
   • Delete, complete, and reopen tasks by voice — Say "delete task 42", "complete task 42", or "reopen task 42" from the Speak a task button. Deleted tasks move to Trash with the usual permissions and Google cleanup, and a spoken title only matches after the word task so stray speech cannot touch the wrong task.
   • Due date editable on tasks without a Google copy — The Due editor only rendered for Google-synced tasks, leaving locally-created tasks with no way to change their due date from the task details. It now falls back to the local task id.
   • Edit locations on many tasks at once — Select several tasks in the task list, then add, replace or remove locations for all of them in one step.
   • Edit repeat time and copy date shortcuts from the Recurring tasks list — Adjust a repeat time or copy a task's date shortcuts straight from the Recurring tasks list.
   • Edit-access requests surface in Inbox and on task cards — Approvers had to open the task to discover a pending edit-access request.
   • Employee-owned task deletion with 30-day recovery — Employees can safely remove tasks they created without risking other people's work.
   • Fill with AI can split a task's description into checklist items — Turn steps written in a task description into checklist items, skipping ones already listed.
   • Form bulletin picks start open
   • Form requests get their own Inbox section — Submissions from request forms now appear in a dedicated "Form requests" section in My Inbox, separate from the general "Waiting on your approval" group.
   • Form requests show full submission in Inbox — Inbox form-request cards now display the complete submission — description, event date, requester contact, channel and bulletin picks, and custom answers — before you Accept, Add as task, or Deny.
   • Form requests: Add as task fully accepts — Choosing "Add as task" on a form request now fully accepts it — the request flag and "Request:" label are removed and the card leaves the Inbox, instead of lingering as still needing approval.
   • Forms can pick their Drive upload folder — Each request form can now specify a Google Drive folder (pasted link) where uploaded files are saved, instead of everything landing in the shared "Conopeum form uploads" folder.
   • Friendly task numbers — Every task now has a simple per-workspace number shown under the checkboxes in the task list, making it easy to reference tasks in conversation or by voice.
   • Google Drive edit tracking is clearer on tasks — Document updates looked missing when a workspace only recorded comments.
   • Google Tasks: no more false completions — A task is only marked done when Google actually reports it done — a missing copy reopens it instead of closing it.
   • Group Inbox replies by task — Keep back-and-forth on one task from creating multiple Inbox entries.
   • History on each task — Open a task and expand History to see who changed what and when, without leaving the task.
   • Interactive punchlist task cards and full-screen work view — Makes punchlists visually distinct and lets people complete checkbox and toggle items, add notes, track progress, and expand the punchlist without leaving the task list.
   • Linking an email to a Conopeum-only task works — Attaching an email to a task that has no Google copy no longer fails.
   • Location labels show before the task title — On task cards the location badge now appears ahead of the title so grouping is visible at a glance.
   • Location picker on request forms
   • Locations — a second way to group tasks — Optional per-workspace Locations let you tag a task with one or more places (for example four parishes plus a school), filter the task list by location, and see colored location labels on task cards. Off by default; turning it off hides locations without deleting any tags.
   • Mobile task detail: description and email body clamp to 3 lines on mobile (10 on desktop) so subtasks are visible sooner — Long descriptions and email bodies collapse to a few lines on phones so the checklist is visible without scrolling.
   • More spoken task commands plus a cheat sheet — Speaking a command should cover the everyday edits, not just creating tasks.
   • New tasks highlighted at the top of the task list — Tasks created in the last 7 days now appear in a highlighted New block at the top of the task list, so newly spawned recurring tasks are not buried. Each person can dismiss them one at a time or all at once, and dismissals are private to that person.
   • New, Speak and Actions buttons share one row on mobile — On phones, the task page actions sit side by side instead of stacking, so starting a task takes one tap and less scrolling.
   • Only ticked bulletin entries move a task's date — A task's date now follows only the bulletin entries you actually tick, instead of the last date in the whole list of entries a channel offers.
   • Parish wording removed from task tags — Task tags now use neutral wording that fits any organization.
   • Pick locations when adding a task — The Add as task window now lets you tag the new task with one or more locations when the workspace uses them.
   • Publishing dates push out the task due date — When a publishing channel or bulletin item carries a later date, the task's due date moves out to match.
   • Punchlist mode available at task creation — New Task dialog now has a Punchlist mode checkbox, so you can start a task as a punchlist (simple checkboxes that record the date and time each item is marked off) instead of switching it on afterward.
   • Punchlist mode with completion timestamps — Any task can switch to a streamlined punchlist: big checkboxes, a progress bar, and a note beside each item showing the date, time and person who marked it off. Items left unticked read as "Not completed". Repeating punchlists start clean each cycle while the previous card keeps its permanent record.
   • Punchlist option colors and completion rules — Choose a color for each toggle option, decide which options count as complete (e.g. Started does not), and hide or show long punchlists on the task list.
   • Punchlist Pass/Fail options, notes and reports — Punchlists can mix checkboxes with custom two-option items (Pass/Fail, Yes/No or your own), add notes per item, export a printable or spreadsheet report, and be switched on or off for the whole workspace in Settings.
   • Recurring AI lists fill in reliably — If the source site is briefly unavailable, recurring tasks retry and fall back to AI knowledge so the checklist still fills in.
   • Recurring schedules now show in Google Tasks — Editing or stopping a recurring task updates the matching Google Tasks copy: the repeat schedule is written into the Google task notes and the due date moves to the next run, and both are cleared when the recurrence is stopped.
   • Recurring task titles now show the real weekday and date instead of {weekday} {date} — Placeholders in recurring task titles were displayed raw in the task list and on task pages; they now fill in from the task date, and {date} reads as 9/17/2026.
   • Recurring task titles stay fixed once created — A spawned recurring task keeps the exact title it was created with (e.g. Saint of the week 9/24/2026) — later saves or checklist date changes no longer shift the displayed date on the recurring master.
   • Recurring tasks list added to top navigation — The Recurring Tasks page was previously hard to find; a "Recurring tasks" link now appears in the main menu so every workspace member can review and manage repeat schedules.
   • Recurring tasks list stays in sync — The Recurring tasks list refreshes itself when schedules change, so it never shows stale repeats.
   • Reference links on AI-filled checklist items — AI-generated checklist items now store a reference web page, shown as a small link icon next to the item, and repeat settings keep the AI look-up configuration when saved.
   • Renaming a task no longer fails when Google rejects it — Renaming a task always saves in Conopeum, even when the Google copy can't be reached.
   • Reorder your publishing channels — Teams want publish info listed in the order they actually work in — Bulletin first, then Website, then social.
   • Repeat on the 2nd Tuesday, with a head start — Monthly repeats can now follow "the 2nd Tuesday" (or any 1st–4th/last weekday), appear on your list a set number of days early while keeping the real due date, and automatically pick the matching bulletin entry — for example the Sunday before.
   • Request forms (shareable + embeddable) — Settings → Forms: public or members-only forms that create "Request:" tasks with Bulletin and social/website dates; review in Inbox with Accept, Add as task, or Deny.
   • Request forms: file uploads and Google links
   • Request tasks titled form name + requestor + date — Tasks created from request forms are now titled "Request: <form name>: <requestor name>: <date>", using the event date when given (otherwise the submission date) printed in the workspace date format.
   • Reschedule unfinished checklist items from a new start date — Shift past-due open items forward while keeping their spacing; finished items keep their dates
   • Reword a checklist item by voice — Say "edit the subtask under task 42 to say order the new photos" to fix checklist wording hands free.
   • Saint of the Day calendar as a list source — The Franciscan Media Saint of the Day calendar can now be used as a list source: each day of the week is filled in exactly, with a link to that saint's page. Pages that build their content in the browser now return a clear message instead of an empty list.
   • Sections stay hidden everywhere when turned off — Turning sections off hides them consistently across lists, filters and pickers.
   • Show when a task was completed (task cards and task details)
   • Speak a checklist item complete — Saying "mark subtask 3 under task 42 complete" now ticks off that checklist item on the existing task instead of creating a new one. Item names work too, and spoken numbers like "the second item" are understood.
   • Speak a task — Faster capture for people on the road
   • Speak checklist items onto an existing task — Say "add X to task 42" and the item lands on that task's checklist — several items at once works too.
   • Split an email conversation onto a new task — Start a new task from any email in a conversation, from the task email history or the Mail tab. Earlier emails stay on the original task and later replies go to the new one.
   • Spoken additions no longer need a colon — Saying "add to task 264 order the photos" now adds a checklist item instead of creating a new task, and task numbers are never reused after something is trashed.
   • Spoken tasks are labelled and surface as new — Tasks created by speaking now carry a Spoken source badge, appear in the source legend, and show up in the New group on the task list until dismissed.
   • Tabbed Inbox
   • Task archiving — Tasks closed for over 30 days now move automatically to a new Archived view (archive icon in the task toolbar), keeping the main list fast and tidy. Archived tasks can be searched and restored at any time — nothing is deleted.
   • Task creation, clone and inbox fixes — Some members hit a permission error when creating or copying a task, spoken tasks badged the whole team, and Complete in the inbox did not clear the card.
   • Task dates always follow their checklist — A task's due date now moves out automatically to the latest date on its checklist items in every workspace, so a task is never due before its own steps.
   • Task history page — Every task change is now recorded — who edited it, when, and which fields changed — viewable on the new Task history page in the top navigation.
   • Task numbers in Inbox and Tickets — The same friendly numbers appear in the Inbox and on Tickets, matching the task list.
   • Task templates page — Reusable task templates now have their own page for building and managing the library.
   • Task title gets its own full-width row — The title box on the task page used to share a row with section, location, priority and other settings, which could squeeze it to a tiny width.
   • Voice checklist items start capitalized — Checklist items dictated through Speak a task now begin with a capital letter, whether the command is recognized exactly or interpreted loosely.
   • Voice commands understand loose wording — Spoken task commands now fall back to an AI intent check, so phrasings like "add to task two sixty four" or "delete task number 265" work instead of creating a new task.
   • Workspace date format

   Automations

   • Personal email digests — People wanted their own summary in their inbox instead of opening the app to see what needs attention.
   • Timesheet reminder emails now show the pay period that just ended — A reminder sent on the 15th or the last day of the month showed the previous pay period instead of the one ending that day.

   Timesheets

   • Time rounding: new "Every entry rounds up to at least 15 minutes" option — each timer instance (e.g. 9:00–9:05) counts as 15 minutes, works with any rounding rule

   Time Tracking

   • Optional auto-send of stopped timers to Plutio — Workspace setting: when on, each stopped timer on a Plutio-linked task is pushed automatically; off keeps manual push.

   Inbox & Email

   • Assign a note to someone — Hand a flagged note to a teammate so the right person follows it up.
   • Jump straight to a flagged note — Notes to review now links directly to the task or ticket to reply, and jumps to the exact note in the comment history.
   • Mail opens selected messages inline on phones — Prevents sideways scrolling by keeping the Mail list single-column on narrow screens while preserving the two-pane desktop view.
   • Notes to review no longer duplicated as comments — A note waiting in the "Notes to review" group was also listed and counted as an unread comment in My Inbox.
   • Notes to review now live in My Inbox — Two places both meant "things waiting on me", which made it hard to know where to go.

   Notifications

   • Approval notifications show submitter names — Timesheets filed for roster people without a login showed "A team member".
   • Approvals in My Inbox — Timesheets, mileage and time off that need your decision now appear as cards in My Inbox, and disappear once decided.
   • Digest and inbox now show only what belongs to you — People were seeing other team members' tasks, comments and closed items.
   • Digest email lists timesheets, mileage and time off waiting on your approval — Your daily digest starts with the timesheets, mileage and time-off requests waiting on your approval.
   • Digest emails show task and ticket numbers — Digest emails include the friendly task and ticket numbers so items are easy to find.
   • Redesigned digest email with linked sections and approval table — The digest is now a clean email with titled sections, an approvals table, and links straight into each item.
   • Resend a missed digest to one person — A scheduled morning digest was missed for a manager.

   Integrations

   • Connected apps can log time — Fleet Guardian can record time spent on site updates
   • Connected apps: source labels, customer-pinned keys, review queue — Let any outside app send customer-specific requests safely
   • Customer websites & full customer merge — Customers now have a Websites list that automatically matches Fleet Guardian updates; merging customers also moves contacts, team members, websites and integration links.
   • Fleet Guardian badge on customers — Customers linked to a Fleet Guardian customer or site now show a truck badge on the Customers tab.
   • Fleet Guardian can create a new customer automatically when no name matches
   • Fleet Guardian can mark updates done — Finishing a plugin update in Fleet Guardian ticks it off in Conopeum
   • Fleet Guardian customer links on the Customers tab — The Fleet Guardian customer and site linking controls moved from Settings → Integrations to a "Fleet Guardian links" card on the Customers tab, alongside the customer directory. The card only appears while Fleet Guardian is connected; the settings card keeps the connection itself and points to the Customers tab.
   • Fleet Guardian task badge — Tasks imported from Fleet Guardian show a truck badge, and the task source legend includes Fleet Guardian.
   • Fleet Guardian updates are grouped into one task per website per month, each update a dated checklist item
   • Fleet Guardian updates become tasks — Connect Fleet Guardian in Settings → Integrations. Pending plugin, theme and core updates are imported every hour as tasks under the matching customer, never duplicated.
   • Fleet Guardian updates now link to customers by website, and picking a customer on one update links that website for good
   • Fleet Guardian: fixed site-link push and import failures
   • Link Fleet Guardian customers and sites to any Conopeum customer, even when names differ
   • Meeting imports can add attendees for any member — Importing a Meet Jamie or Fathom meeting now adds the meeting attendees to the people list even when the person importing is not a workspace admin. Previously those attendees were silently skipped, so tasks and time could not be linked to them. Contractors still cannot add people.
   • Task close date & time tracked and shared via API — Every task now records the exact date and time it was closed, no matter how it was closed (in the app, through Google sync, or via an integration). Already-closed tasks were backfilled with their best available time. The public API now returns this close time on every task and supports filtering by close date, so connected apps like Fleet Guardian can pull "what was completed this month" for customer reports.

   Google

   • Checklist items now appear under your Google task — Every checklist item on a task shows up nested under each assignee's own Google copy of that task, including items added before.
   • Closed tasks no longer reappear in Google Tasks — Finished tasks and their checklist items are never re-created as new Google Tasks copies during sync.
   • Document edits show as new activity on tasks — When a linked Google document is edited, the change shows up in the task activity.
   • Google copies use the current "section" wording — One sync path still wrote the retired "parish" label into Google notes.
   • Mail page keeps its split-screen layout — The Mail page now keeps the email list on the left and the selected email reader on the right, instead of letting the reader take over the screen.
   • No more duplicate Google copies across a person's task lists — Sync now looks for an existing copy in every one of a mailbox's Google lists before creating a new one.
   • Reopening a task now sticks — Marking a completed task as not done no longer flips back to done when the Google copy is still marked complete.

   Admin

   • Turn integrations on for a single workspace — Admins can switch an integration on for just one workspace to trial it before a wider rollout.

   Platform

   • Admin shortcut in the menu bar — People who manage the Conopeum app now see an "Admin" item in the top menu bar that takes them straight to the admin console. It is hidden for everyone else.
   • Automatic timezone detection for new workspaces — New workspaces should use the creator's actual local timezone instead of always starting in Central Time.
   • Fixes: blank support tickets, plan display, Google task deletion, printing — Blank support chats no longer appear as tickets, workspace plans show correctly on admin and upgrade screens, tasks created in Google can be deleted, and printing works normally outside the org chart.
   • Fleet Guardian: two-way customer website link sync
   • Simpler workspace menus — The top menu is now a short, fixed set of grouped menus instead of a long scrolling row, with duplicate links removed and the shared team calendar reached from the Calendar tab.
   • Tightened database access for internal helpers — Internal permission-check routines can no longer be run directly by visitors or signed-in users who do not need them; behind-the-scenes automation is unaffected.
   • Use separate name and email questions in the form builder — Contact information now uses customizable Short answer and Email questions instead of the fixed combined field. Save an existing form to apply the change.
   • Workspace API keys for connecting other apps — Other apps can read and create tasks, customers and time entries in a workspace with an admin-issued key.
   • Workspace menu stays on screen inside sub-pages — The workspace menu (Tasks, Inbox, Calendar, Customers and so on) now stays pinned at the top while you scroll inside a section — for example when viewing a customer — so you can always jump straight back to the task list or any other area without scrolling up.

   Billing

   • Automatic tax at checkout — Checkout now calculates and collects sales tax, VAT, or GST based on the buyer's billing address, and business buyers can enter a VAT or GST number. The pricing FAQ was updated to match.
   • Tax collected per workspace in admin billing — Admins asked to see collected tax without opening Stripe.

   Content

   • Features page covers tickets, time off, Trash, templates, locations, email history and automations — The public features page was missing recently shipped capabilities; reminder copy no longer claims quiet hours, which is now a planned future feature.
   • Help center updated for current workspace features — Adds current guidance for grouped navigation, Tickets, Trash and recovery, recurring tasks and templates, task settings, organization charts, scheduled email automations, and automatic customer matching.
   • Help screenshots use demo data only — Retook the dashboard and workspace switcher help images inside the demo workspace so no real workspace names or customer details appear.
   • Refreshed help and marketing screenshots — Every screenshot was recaptured from the refreshed demo workspace, covering the grouped workspace menus, Tickets board, ticket-tagged task detail, recurring tasks, task templates, Trash, time off, timesheets, HR review, org chart, automations and the integrations directory. Guides that previously had no picture now have one, and the home page product shot was rebuilt.

   Customers

   • Combine customers from the list — Tick two or more customers on the Customers list, press Combine, and pick which one to keep.
   • Link Fleet Guardian from a customer — Each customer's Settings section has a Fleet Guardian card to link or unlink Fleet Guardian customers and sites.

   Feature

   • Cleaner form designer
   • End dates tied to start dates on forms
   • Form builder: customer routing hidden when Customers are off
   • Form date limits on any date question + Time questions

   Forms

   • Delete button on form requests — Form request cards in the Inbox now have a Delete button that permanently removes the request (with a confirmation prompt), alongside Accept, Add as task, and Deny.
   • Drag-and-drop form builder — Build request forms visually: add questions from a palette, drag them between sections, and edit each one in a side panel.
   • Editable form question wording — Every built-in question on a request form (title, details, date, channels, locations, attachments) can now be reworded per form from the form editor, so forms can match each workspace's language.
   • End times can't be before start times — Time questions can be tied to a start time so requesters can't pick an end before it.
   • Form editor explains why it can't save — The Save button now tells you what is missing and jumps you to the rule or question to fix.
   • Form editor is now a full page — Creating or editing a request form opens on its own full page instead of a popup, so wide editors no longer need left/right scrolling.
   • Form questions can live in multiple sections — Extra questions on request forms can now appear in more than one section at once (e.g. both Details and a custom Event information section), using checkboxes in the form editor.
   • Form request tasks follow the form's layout — Task notes from a submission list answers in the same order as the form, skipping blanks.
   • Form sections: hidden-until-rule toggles at top of editor — The form editor now opens with a Sections card: every section (Contact info, Details, Publishing, Attachments, and your own) has a Hidden checkbox so it stays off the form until an if/then rule shows it.
   • Form uploads land in named Drive folders
   • Forms in the Task tools menu — Owners and managers can now reach request forms from the Task tools menu in the top bar; it opens Settings directly on the Forms tab.
   • Forms: multiple-dates and repeating-dates questions — Request forms gained two new question types: Multiple dates (pick several separate days, with the same earliest-date limit) and Repeating dates (weekly / every 2 weeks / monthly pattern with day of week, first date, optional last date).
   • Help text under any form question — Explain what you need right beneath each question on the form.
   • New form question types — Forms can now ask for rich text, lists with add/remove rows (optionally turned into subtasks), radio buttons, checkboxes, multiple choice, addresses, emails, phone numbers and websites.
   • Per-form minimum lead time on the date question — Forms can require the date to be at least N days from today; earlier dates are blocked in the picker and rejected on submit.
   • Request forms: if / then rules — Show different questions, publishing options, and routing depending on a dropdown answer (e.g. Event vs Announcement).
   • Requester and contacts prefilled when emailing from a form task — Emails sent from a form-created task start addressed to the requester and point of contact.
   • Your own form sections with show/hide rules — Group questions (like Event details) into a section and show the whole section with one rule.

   Hr

   • Company org chart — When the HR area is on, workspaces get an Org chart page: each person can be given a job title and one "Reports to" manager. Owners appear on their own card above the chart but can still report to someone. Reporting lines are company relationships only and do not change app permissions.
   • Export the org chart to a spreadsheet or document — The org chart can now be downloaded as a spreadsheet (CSV) or a Word document, in addition to printing directly.
   • HR review shows each person's manager — Timesheet and travel expense voucher rows in HR review now show the person's org chart reporting line.
   • Mark people as not belonging on the org chart — Some people should not appear on the company org chart at all — they can now be flagged off it, are left out of the chart, printouts and exports, and can be put back at any time.
   • Org chart group headings — People can now carry a chart group label (e.g. Teachers, Parish Staff). Reports under the same manager who share a group are boxed together on the org chart under that subtitle heading, and the label is included in the spreadsheet and document downloads.
   • Org chart hides people with no reporting line — People not yet placed in the chart no longer appear as stray boxes on screen or in print; they are listed under "Not on the chart yet".
   • Org chart print formatting restored — Printouts now isolate the org chart, use landscape orientation, and keep person cards together across pages.
   • Org chart: stacked layout below the top two levels — The company chart now keeps the top two levels side by side and stacks deeper levels vertically with indent lines, so large staff lists are readable on screen and in print without sideways scrolling.
   • People lists show "Last, First" when sorted by last name — Sorting people by last name flips the display to Last, First so the list reads naturally.
   • Person basic info: title, first/last name and job title — A person's basic info now has a preface title (Fr., Dr., Mrs.), separate first and last name fields, and a job title that is shared with the org chart so it can be updated in either place.
   • Pick org chart groups from a list — Chart group on the org chart Manage cards is now a dropdown of groups already in use, plus No group and a New group option, so the same heading no longer has to be retyped for each person.
   • Printable company org chart — The org chart page now opens on a classic top-down chart with connector lines and a Print button for a landscape printout; the editing controls moved under a Manage tab.
   • Second job title per org chart role — Someone who works two jobs can now carry a different title under each manager on the org chart — for example Director of Ministry for the parish and MS Religion Teacher for the school.
   • Second-role titles now save on the org chart — Titles typed on a person's extra reporting line were being dropped instead of saved.
   • Sort people by last name, first name, hire date or manager — People, worker and time-entry lists can be sorted by last name, first name, hire date or manager, with a workspace-wide default set in Settings and an on-screen sort picker on the people list.
   • Time Grid decimal entry while tabbing fixed — Decimal hour values such as 4.25 now remain intact when entered after tabbing into a cell.
   • Time Grid follows the workspace people sort — HR Review Time Grid and manager time-entry lists now order people by the workspace default people sort (last name, first name, hire date or manager) instead of always by first name.
   • Two managers on the org chart — People who do double duty (for example school and parish staff) can now have a second manager on the org chart. They keep one main reporting line and also appear under each extra manager, optionally under their own group heading.

   Plutio

   • Suggested customer ↔ Plutio project links — Settings → Integrations → Plutio finds likely matches by website, contact email domain, or similar name; admins approve each link.

   Request Forms

   • Form dropdown picks made while the page is loading now stick — The first dropdown choice on a request form was lost if picked before the page finished loading.

   Security

   • Org chart is now leader-only — The company org chart is now limited to workspace owners and managers. HR viewers keep HR review access but no longer see the org chart link, and the page blocks non-leaders even by direct link.
   • Tighter access rules for invites, customer contacts and support access — Invite management is now limited to signed-in owners and managers, customer contact records have explicit owner/manager-only rules, and platform support access can no longer act as a workspace owner.

   Support

   • Cross-workspace support alerts and owner routing — System administrators need to see incoming support activity without manually opening the operations workspace.
   • Drag tickets between board columns — Ticket board cards can be dragged into another status column, and each card has a status dropdown as a fallback.
   • Email alerts when a ticket gets a reply — Workspace owners and managers now get an email whenever someone replies to a ticket - chat tickets and tasks tracked as tickets - so replies are noticed without opening the Tickets page. The person who wrote the reply is not emailed, and the wording can be customised or turned off in notification settings.
   • Open a ticket to read its conversation — Tickets on the workspace dashboard were not clickable, so leaders could not see what a request was about.
   • Open task from a ticket now opens the task — Ticket cards linked to the comment history instead of the task; they now open the task itself, with a separate Comments link in the list view.
   • Optional support ticket dashboard — Workspaces can turn on a ticket dashboard to track support requests separately from everyday tasks.
   • Per-task ticket tracking — Any task can be tracked as a ticket with its own status, from new to closed.
   • Support chat tickets always create a usable task with a checklist — A chat ticket created a blank task and the Open task link errored.
   • Support replies show in ticket conversations — Replies sent from the support inbox now appear in a workspace ticket's conversation with the sender's name, a Support/Customer/System label, and the date and time. Open conversations refresh automatically.
   • Support ticket status — Tickets carry a visible status so you can see what's new, in progress or resolved at a glance.
   • Ticket options hidden unless tickets are on — Ticket options only appear in workspaces that have ticket tracking turned on.
   • Ticket status badge shown in the workspace task list — Tasks tagged as tickets now show their ticket status (New, Triaged, In progress, Blocked, Resolved, Closed) in a bold black badge right before the task title — after any location tags — so the team can spot a ticket and its stage instantly, matching the status colours already used on the Tickets board.
   • Ticket tasks are colour-coded in workspace task lists — Ticket tasks are colour-coded in workspace task lists so they stand out from regular work.
   • Ticket tracking follows the workspace setting — The Track as ticket control is hidden and blocked in workspaces that have not turned on support tickets.
   • Tickets board and closed-ticket view — The Tickets page now defaults to a kanban board of open ticket stages; the All view hides closed tickets, which live in their own Closed view.
   • Tickets stay in their own workspace — Support tickets raised in one workspace no longer appear in another workspace's tickets area.

3. v2.5

   September 8, 2026· 81 updates

   Tasks

   • Alerts for team notes that name nobody — When a contractor or employee leaves a note without naming anyone, it now lands in a "Notes to review" list for their manager (or the workspace owners if no manager is listed), with a count badge and a once-a-day round-up email.
   • Assign customers to contractors and employees — Assign one or more customers to a person on their profile. They see and can work on every ticket for those customers — including new ones arriving from Atarim, email or other integrations — without being assigned each task individually.
   • Automatic due dates on new tasks — Tasks created from email, text messages or by hand now get a due date from your workspace turnaround setting (2 working days by default, with per-source overrides). Tasks with no due date sat under "No date" in Google Tasks and never appeared on the calendar.
   • Calendar no longer shows duplicate task entries
   • Cloning a task works from the task list — Cloning failed with an "Invalid uuid" error for tasks that came from Google Tasks.
   • Deleting a task now removes its calendar entries too — Calendar entries created from older tasks and from subtasks were left behind on the calendar when the task was deleted; they are now removed as well.
   • Emails pick the right customer automatically — When an email from a known customer contact (or their email domain) becomes a task, that customer is now selected for you.
   • Fill in missing due dates from when a task arrived — Old tasks with no due date never showed up on a date in Google.
   • Finished checklist items now move to the bottom of the subtask list
   • Generate with AI can read a Google Doc, Sheet or Slides file by link — Teams keep source material in Google Drive; pasting a link avoids downloading and re-uploading files.
   • Google Doc comments recorded on tasks — Comments and edits made inside a Google Doc, Sheet or Slides file attached to a task are copied into the task comment history automatically, so nothing is lost when Google notification emails do not arrive. Each workspace chooses how much to record under Settings, Tasks.
   • Google document edits now show what changed — Task entries list the added and removed lines from an edited Google Doc, Sheet or Slides file instead of only saying it was edited.
   • Google Drive activity reaches tasks faster and never misses a file — Linked Google Docs, Sheets, Slides and folders are now checked every 10 minutes instead of hourly, any linked file that was not being tracked is picked up automatically, and a "Check Google now" button on the task pulls in new comments and edits immediately.
   • Google spreadsheet links in task comments now open correctly — Recorded activity from an attached Google Sheet linked to a Docs URL and showed a "does not exist" error; the links now open the right file.
   • Invited teammates can create their own account from the invite link — An invitation now offers "Create my account" with the invited email pre-filled, then finishes joining and lands the person on their task list.
   • Linked Google folders report new files on the task — When a Google Drive folder is linked to a task, any file or subfolder added to that folder is posted into the task comment history automatically, alongside the existing document comment tracking.
   • Merge look-alike tasks from the task page — Duplicate copies of the same meeting or job can be folded into one task, keeping its checklist, comments, files and time.
   • Personal default destination for new tasks — Each person can pick their own default (Google Tasks, Calendar, or both) for new tasks, or follow the workspace-wide setting.
   • Reason when finishing a task is now a workspace setting — Asking for a short reason when a task is finished or reopened stays on by default, and owners or managers can switch it off in Settings → Tasks so tasks finish in one click.
   • Sections can be kept in Conopeum only — Lists like SAAS or RFPs do not need dates. Switch a section to Conopeum only and its tasks get no automatic due date, never show on a calendar, and are never copied to Google Tasks. Turning it on also removes anything already sent over.
   • Sections can be turned off per workspace — Workspaces that do not organise work into sections can now switch sections off in Task settings. Section labels, filters, pickers and the sections list disappear, and nothing is deleted so the switch is reversible.
   • Show linked task name on emails — Email list and reader now display the title of the task an email is linked to, and the reader badge links straight to that task.
   • Simpler task view for contractors and employees — Restricted members now see only My Tasks and Waiting, with no section tabs and no assignee or created-by filters, so their list stays focused on their own work.
   • Task dates can follow the last checklist date — Optional per-workspace rule: a task date moves out to the latest date on its checklist items, with a one-click apply for existing tasks.
   • Task list dates now match the task page — The date shown on each row in the task list now comes from the task itself, so it can no longer disagree with the date you see when you open the task.
   • Tasks put on Google Calendar on purpose stay there — A workspace set to "Google Tasks" was wiping calendar entries for tasks people deliberately placed on their calendar.
   • Tasks stay off the calendar when a workspace chooses Google Tasks only — Tasks and checklist items no longer create calendar entries, and mapped ones are cleared, when the workspace destination is Google Tasks.
   • Turn any task comment into a subtask — Every comment now has a subtask action that opens an editable title pre-filled from the comment (links stripped) and creates a subtask on that task, marking the comment as converted.
   • Use sections switch moved to Settings — The switch for turning sections on or off now sits at the top of the sections area in Settings, next to the rest of the section setup.
   • Viewing as another member no longer errors on the task page — Google mail, calendar and Drive stay hidden while viewing as a teammate; the task page now shows Conopeum tasks with a short note instead of a technical error.

   Automations

   • Fix stray dates in exact-date scheduling — Specific-date automations now use a click-to-toggle calendar, so browsing months no longer adds unintended dates.
   • Monthly Nth-weekday schedules can shift by a set number of days — Lets you target a named date like the 2nd Sunday and send a fixed number of days before or after it (e.g. the Thursday 3 days prior) without the semi-monthly workaround.
   • Plain-English twice-a-month automation scheduling — Semi-monthly schedules were shown as "Monthly (day ?)" and configured through a raw comma list.
   • Send limits only count delivered emails — An automation set to stop after N sends no longer switches itself off early when an attempt fails or has no recipients.

   Time Off

   • Approvals always record the balance deduction
   • Time off balances repair themselves — If a stored time-off balance ever drifts from the ledger, Conopeum recalculates it automatically — no manual "recompute" step.

   Timesheets

   • Timesheet PDF labels approved time off separately from worked hours — Printed timesheets showed PTO as regular tracked time; now PTO rows are labelled and totals split worked / paid time off / total.

   Time Tracking

   • Log time without a task — Contractors and non-admin members can save time entries with no task attached, and blocked saves now show a clear message instead of a database error.

   Inbox & Email

   • Long emails no longer cut off on tasks — Emails linked to a task used to be trimmed to 8,000 characters, so very long messages lost their ending. The full email is now kept and shown behind a Read more toggle on the task, and any email that was previously cut off automatically re-loads in full the next time it is viewed or synced.

   Notifications

   • Auto-emails: specific dates and send limits — Some sends run on a handful of known dates, or should stop after a fixed number of messages.
   • Per-automation email signature — Each scheduled auto-email can pick its signature: the "Send as" person's, a specific connected Google mailbox's, the workspace default, or none.

   Dashboard

   • No double-counting of submitted time off

   Integrations

   • Automatic due dates on new tasks — Tasks created from email, text messages or by hand could end up with no due date and disappear under "No date" in Google.
   • Rebuild one Google task list at a time — Workspaces with several connected Google accounts had to rebuild every list at once.

   Google

   • Anything ticked off in Google Tasks now closes in Conopeum
   • Assigned tasks land in each person's own Google task list — Tasks now copy into the Google task list of every person assigned, using the account they signed in with or chose as their default — never someone else's list.
   • Calendar cleanup now clears subtask entries too — Switching a workspace to Google Tasks only now removes calendar entries created for subtasks, not just tasks.
   • Calendar cleanup now finds subtask entries — Some calendar entries created from subtasks were left behind when clearing task entries.
   • Checklist items appear in each assigned person's Google list — Anyone assigned to a checklist item now sees it in their own Google task list as "Parent → Item", kept in step when the item is renamed, re-dated, finished or removed.
   • Checklist items get real dates too
   • Choose the dates when checking for leftover calendar entries — When cleaning up leftover calendar entries you can now pick the time span to check: today and later only, the last 3 months, the last 12 months, this year, the last 3 years, or every year.
   • Clean up calendar entries left by deleted tasks — Owners can scan connected calendars for entries from tasks deleted earlier (including old test tasks) and remove the ones they pick; new task calendar entries are tagged so future cleanups are exact.
   • Clean up calendar entries when switching to Google Tasks only — Switching the default destination to Google Tasks now offers to remove the calendar entries created by earlier tasks; tasks and their Google Tasks copies stay untouched.
   • Complete removal of task calendar entries — Ensure switching to Google Tasks only removes every calendar entry created from workspace tasks and subtasks.
   • Completing a task in Google Tasks now completes it in Conopeum — Ticking off a task or checklist item inside Google Tasks now marks it complete in Conopeum automatically (within a few minutes, or instantly via the Refresh button), including copies in personal and shared lists.
   • Confirm a possible email match with one click — If the Mail tab only guesses which task an email belongs to, you can now link it for real from the email itself.
   • Due dates changed in Google Tasks now update in Conopeum
   • Emails on tasks made in Google Tasks are linked automatically — A task created from an email in Google Tasks now shows that email and its history in Conopeum, instead of a "possible match" guess.
   • Finished tasks stay on the calendar, marked done — Completing a task removed it from its calendar date, so the day's history disappeared.
   • Google document edits post themselves, with a direct link — Text changes to attached Google files now appear on the task automatically within a couple of minutes, and each edit note includes an "Open in Google" link straight to the file.
   • Google document links in task comments now open the file — The "Open in Google" link recorded with Google Doc, Sheet and Slides activity is now clickable in task comments and opens the correct file at the specific comment.
   • Google-created tasks arrive assigned and in a section — Tasks made inside Google Tasks used to show up in Conopeum as unassigned with no section. They are now credited to the person who owns the connected Google account and filed under Unsorted.
   • Per-mailbox email signatures — People with several linked Google accounts can now save a different signature for each mailbox; task emails use the signature of the address they are sent from.
   • Pick which calendar or task list to clean up — When checking for leftover calendar entries or Google task items, you can now narrow the check to one connected Google account and one specific calendar or task list, instead of scanning everything.
   • Read the linked email right on the task page — The email a task came from now shows inline in the task details and above the comment thread, with subject, sender, date and a Read email toggle for the full message.
   • Repair Google task lists — Owners and managers can review leftover items in their Google task lists and rebuild the lists from their current Conopeum tasks.
   • Restore task entries on Google Calendar — If task entries were deleted directly in Google Calendar, owners and managers can put them all back in one click from Settings → Integrations.
   • Sections can have a shared Google task list — Each section can point at a connected Google account and task list, so everything filed there also shows up in one shared list.
   • See the email a task came from on the task page — A new Email tab on the task page shows the linked email's subject, sender, date and body, so you can trace which email created the task.
   • Tasks no longer appear twice on the same calendar — A task assigned to someone whose own calendar is also the shared calendar was added to that calendar twice.
   • Updates never create a second copy of a task — Before sending a task to Google Tasks or a calendar, Conopeum now looks for a copy it already owns and updates that one instead of adding another. Stray extra calendar entries for the same task are cleaned up as they are found.
   • Workspace calendars view — A Calendars page shows only the entries on your workspace's connected calendars, so you can fix a title, change a date, or remove an entry without leaving Conopeum.

   Admin

   • Automatic Lovable spend import — Lovable subscription and credit top-up receipts are imported automatically from the connected billing mailbox, with exact amounts, credit counts and per-credit pricing — no more manual entry.

   Platform

   • Accurate Lovable spend import — Imported receipts no longer duplicate charges already logged by hand, and plan payments no longer count as a single credit — so credit totals and average cost per credit read correctly.
   • Backfilled release blog posts — Every past release (v1.0 through v2.2) now has a published, back-dated announcement post on the marketing blog.
   • Release blog drafts — Cutting a release can now auto-draft an unpublished, benefit-led blog post about the biggest shipped items for review before publishing.
   • Simpler view for contractors and employees — Limited-access members now land on their own task list with a short menu (My tasks, My time off, Settings) and a lighter header, instead of the full workspace dashboard.

   Product

   • Make it easier to see more than the last 25 emails when trying to create tasks from email.

   Ai

   • Turn an uploaded document or spreadsheet into tasks — In the AI tab you can now upload a PDF, Word file, spreadsheet or text file, have it read for you, and get either one task with subtasks or several separate tasks — reviewable before anything is created.

   Hr

   • HR review link restored for employees with HR access — Employees and contractors granted HR viewer access now see the HR review link in their menu and on their tasks page again.
   • Manager timesheet digest email — Approvers now get an automatic timesheet summary once each timesheet period closes: the timesheets waiting on them, hours worked and approved time off per person, and who has not submitted yet. Owners pick the day and hour in Settings → HR, and workspaces on semi-monthly or monthly timesheets get one email per period instead of a weekly one.

4. v2.2

   September 1, 2026· 52 updates

   Tasks

   • Atarim tickets get the default assignee — New tickets coming in from Atarim are now assigned to your workspace default assignee, so they land in that person's queue right away instead of arriving unassigned.
   • Comment history per task and subtask — Long comment threads from Plutio, email and the portal were easy to lose track of.
   • Email replies no longer duplicate in task comments — Syncing a task's email thread multiple times now skips replies that were already imported, so comments stay clean even with overlapping syncs.
   • Email the original requester — You can now email a client from any task, not just email-sourced ones. Conopeum picks the best recipient automatically: the reporter's email captured from the integration, otherwise the linked customer's contact.
   • Emailing a client from a task links the task to that email thread — Emailing a client from a task that did not start as an email now truly links that task to the email thread, so replies sync in and email actions work. The Mail tab no longer claims an email is linked when it just has a similar subject.
   • Inbound tickets get a due date 2 working days out — New tickets synced from Atarim or ClickUp without a due date are now automatically due in 2 working days (weekends skipped).
   • Multiple assignees per subtask with individual sign-off — Shared checklist items needed more than one owner, and each person needs to mark off just their own part.
   • My tasks now includes tasks with subtasks assigned to me — Previously a task only appeared under Mine (or an assignee filter) when the parent task itself was assigned to you, hiding work where only a subtask was yours.
   • New Atarim tickets land in the customer's default section — Incoming Atarim tickets now use the customer's Default section (falling back to the workspace default) instead of always landing in Unsorted.
   • Per-person subtask sign-off on the Tasks list — Subtask rows on the main Tasks page now show every assignee as a clickable pill with per-person sign-off state, alongside the whole-subtask checkbox — no need to open the task to mark your part done.
   • Personal default section for email → task — Each team member can now pick which section their email-created tasks land in, instead of everyone sharing the workspace default.
   • Replies on task and subtask comments — Conversations were flat and split across tools.
   • Searchable subtask assignee picker — Workspaces with large rosters had to scroll the whole people list to assign someone to a subtask.
   • Splitting a subtask into its own task now prefixes the new title with the customer name — When promoting a subtask into a standalone task, the new task title now gets the [Customer] prefix, matching the behavior of creating a new task from a customer-assigned task.
   • Syncing emails on a task created from an email no longer errors — A database conflict rule made the Sync emails action fail whenever new replies needed importing.
   • Task emails support formatting and formatted paste — The email composer on a task now has bold, italic, underline, lists and links, and pasting an email or document keeps its basic formatting instead of flattening it into one block.

   Timesheets

   • Approved paid time off now appears on timesheets and is materialized at submission — Approved paid time off shows on the member's own timesheet day-by-day (pending requests appear as an advisory row) and counts toward the period total. When a timesheet is submitted, approved PTO days with no hours yet are written as real time entries so the approver sees the correct hours owed. Days already filled by a manager are skipped so nothing is double-counted.
   • Reasons saved with manager time entries — Manager-entered time needed an audit trail.
   • Your logged hours in My Tasks — Employees had to open the timesheet tab to see their own hours.

   Time Tracking

   • Clear message when time entry is blocked — Contractors logging time without a shared task now get a plain-language explanation instead of a raw database error.

   Notifications

   • Auto-emails can send from a person's connected Google mailbox — Scheduled/auto emails now have a "Send from a connected Google mailbox" option, so the message comes from a real person's address (and lands in their Sent folder) instead of the workspace system sender.
   • Scheduled emails show the "Send as" person as the sender — Automated emails now display the selected person's name and route replies to their address instead of always looking like the generic notifications sender.

   Dashboard

   • Dashboard split into My work and Team management tabs — Single long dashboard was hard to scan; personal info now sits in My work with other workspaces on top, team/HR cards in a permission-gated tab
   • My Work visible for owners and managers — Leaders only saw Team overview, so their own tasks and logged time card were hidden

   Integrations

   • Canva connect + Drive export fixes — Canva sign-in failures now show the real reason instead of a generic message, and Canva-to-Drive exports try every connected Google account before reporting the folder as missing.
   • Canva connects reliably from custom domains and preview links — Canva sign-in now always uses one canonical callback address, so connecting or reconnecting from a custom domain (app.conopeum.com) or a preview link no longer fails with a redirect mismatch or a stuck pending state. The popup opens synchronously to beat popup blockers, and the expired-link page explains how to retry.
   • Canva sign-in opens in a popup window — Connecting Canva no longer loads Canva inside the app (which caused "refused to connect"), and the expired-link message now explains how to retry.
   • Comments sent to Plutio are labelled with context — Plutio attributed every pushed comment to the integration user, so you could not tell who was contacted or by whom.
   • Configurable due-date offset for incoming tickets — Settings → Integrations now lets each workspace choose how many working days out incoming tickets are due when the source sends no due date, with optional per-integration overrides for Atarim, ClickUp and others. Defaults to 2 working days.
   • Email → subtask extraction no longer repeats existing subtasks — Running AI subtask extraction on an email attached to an existing task re-proposed items the task already had. Proposals are now matched against the task's current subtask titles and filtered out both in the review list and at insert time.
   • Email→subtask extraction now reports skipped duplicates — Duplicate action items were silently dropped, so it looked like AI missed them. The review dialog now shows how many were skipped, and a toast reports it when every item was already on the task.
   • Instant Plutio comment sync — Comments used to wait for the 5-minute sync.
   • Mark a Marky draft as deleted on the task — Marky pushes are one-way, so deleted drafts used to leave a dead link on the task. You can now flag the draft as deleted (and undo it); the Marky pill shows it struck through as "deleted".
   • Pick which task attachments go to Marky — Choose exactly which image/video attachments are sent to MyMarky, and mark files so the correct version is used on future sends.
   • Plutio auto-sync no longer fails when saving a task — Saving a task with Plutio connected hit a permission error while checking the workspace Plutio connection, silently skipping the automatic push.
   • Plutio comment authors and tags — Imported comments lost who wrote them.
   • Plutio comment import no longer stalls on large workspaces — New Plutio comments were silently not arriving in Conopeum.
   • Plutio comment sync no longer errors — Comment sync from Plutio hit a non-existent updated_at column and errored out; the column reference is removed so comments flow through cleanly.
   • Send Canva designs to Marky — Canva designs linked to a task are now sent to MyMarky alongside file attachments. They are exported as PNGs on the fly (nothing is saved to Drive) and honour the same attachment picker marks.

   Platform

   • Marketing page buttons now wrap long labels — Button text no longer overflows its button; the integrations directory uses a shorter "Learn more" call to action.
   • Rework secondary nav (My work / Team management) + Open workspace in header — Make the top nav mirror the dashboard tabs and surface the Open workspace action in the header.
   • Site verified with Google Search Console and sitemap submitted — Conopeum.com is now verified and its sitemap is submitted so new pages get indexed faster.

   Hr

   • Approved time off shows on timesheets — Approved paid time off now appears day-by-day on the member timesheet, is included in the period total, and is written onto the timesheet at submission so approvers see correct hours.
   • HR viewers can use the Time grid — HR staff need to key in payroll hours for others without being made owners or managers.
   • Meeting contacts no longer appear in timesheets — A meeting attendee auto-created from meeting ingest was showing up as a payroll row in the timesheet grid.
   • My Work shows approved time off — Members see approved paid time off hours next to their tracked hours on the dashboard.
   • Time grid saves when you click another cell — Typed hours in the HR time grid are no longer discarded when focus moves to the next cell.
   • Timesheet "By teammate" shows real names — Workspace timesheets now resolve teammate names from the workspace roster, including manager-entered time for people without an account.
   • Travel expense voucher PDF spans multiple pages — Long mileage vouchers now print across several sheets with repeated column headers, a continued banner, page numbers, and the totals/summary block kept together instead of being cut off at the bottom.

   Mail

   • Mail tab now paginates through Gmail past 25 messages — The Mail tab previously stopped at the latest 25 messages, so older emails were unreachable.

   Marketing

   • Clearer page titles and link labels for search engines — Search and social titles now describe Conopeum as a Gmail-first task manager, and integration links are properly labeled.
   • New "Gmail shared inbox" landing page — A dedicated /shared-inbox page for teams managing shared Gmail inboxes.

5. v2.1

   August 27, 2026· 2 updates

   Tasks

   • My Tasks sees every assignee on a shared subtask — When a subtask had multiple assignees, only the first person listed saw the parent task in My Tasks. The filter now checks every assignee on the subtask, so all responsible team members see their work.

   Platform

   • Workspace member removal requests work again — Requesting account deletion for a workspace member failed because the membership query selected `display_name` from `organization_members` — a column that does not exist on that table (display_name lives on `profiles`). The .maybeSingle() call returned an error, so the handler treated the member as missing and threw "That person isn't a member of this workspace." The select now reads `user_id, role, display_email` (the real columns on organization_members), and the request label falls back to `prof.display_name || member.display_email || prof.email`, so admins can submit removal requests again.

6. v2.0

   August 10, 2026· 88 updates

   Tasks

   • Email attachments no longer dropped when creating a task from an email — Photos and files attached to an email are now kept when turning the email into a task; only tiny inline logo/signature images are skipped.
   • Email Out — reply to clients from a task — Reply to a client (or start a fresh email) straight from a task using your own connected Google account. The message lands in your Gmail Sent folder and stays in the same thread, includes your saved HTML signature, and can attach task files. Every send is mirrored on the task trail with recipients, delivery status and a "View in Gmail" link — failures are recorded too. Gated by a new workspace toggle plus the "Email clients from a task" permission (owners and managers by default), and it respects the existing email kill switches.
   • Fix: renaming split-off subtasks — Renaming a task created by splitting a subtask off a parent failed with an error.
   • Sort tasks by channel
   • Upload files while emailing a client — Sending a client an attachment used to require adding the file to the task first.
   • Waiting tasks can return to Active automatically — New workspace setting: when a waiting task reaches its follow-up date, the waiting note clears itself and the task reappears in the active tabs. Clearing the note (or a client comment, if that option is on) still returns a task to Active instantly, and owners/managers get a "Run now for due tasks" button.
   • Waiting tasks hidden from active views — Tasks with a "waiting on" note now move out of the active task tabs and their counts, and appear only in the Waiting tab, so the active list stays focused.
   • Waiting-queue settings moved to module-owned storage — The two Waiting tab switches (clear on comment, release on follow-up) now live in their own workspace settings table behind a single accessor, so the Tasks module owns its own configuration.

   Timesheets

   • Fixed empty employee list when logging time for someone — Owners and managers saw no one in the "Log time for an employee" dropdown.
   • Managers can enter time for an employee — Owners, managers, and a member's assigned approver can log a manual time entry on that person's behalf from HR review → Timesheets. The entry lands in their unsubmitted time and rolls into their next timesheet submission.
   • Permission: enter time for others — New workspace permission "Enter time for others" controls who can log manual time on another member's behalf — configurable per role and per person in Settings → Permissions.
   • Spreadsheet-style time grid in HR review — New "Time grid" tab lets owners, managers and approvers type hours into a week-by-employee table with Excel-like keyboard navigation and per-cell saving. Manager-entered time is tracked separately from employee-tracked time. Gated by the "Enter time for others" permission.
   • Timesheet status dashboard in HR review — New "Timesheet status" tab in HR review rolls up submitted, returned-for-changes, and approved timesheets per employee over any date range, with approved hours totals and quick 30/90-day and year-to-date presets.
   • Timesheet status drilldown per employee — Click an employee row in HR review → Timesheet status to expand their individual timesheets for the selected date range, with status, submitted/decided dates, and hours.

   Inbox & Email

   • Default email signature per workspace — People without a signature (or who prefer a shared one) had no signature on outgoing email.
   • Fix: Email Out failed when the reply-to address had a display name — Replying to a client from a task errored out because Gmail prefills recipients as "Name <email@example.com>".
   • Fix: replying to an existing email from a task no longer fails — Emailing a client worked from plain tasks but failed when the task came from an email.

   Integrations

   • Integration sync clean-up
   • Unified OAuth token refresh across integrations — Reconnect prompts and token expiry behaved differently per integration, so a fix in one never reached the others.

   Google

   • Google task sync clean-up

   Platform

   • Billing data moved into its own store — Plan, trial, gift, grace and workspace limit data moved out of the workspace record into a dedicated billing store that only the billing system (or a super admin) can change. New workspaces get their billing record automatically, members can see their own plan, and plan changes from Stripe apply to live billing only — so test payments can never alter a real plan.
   • Channel settings moved to module-owned storage — Workspace channel switches and the Social/Website/Bulletin labels now live in a dedicated channel settings table owned by the Tasks module, continuing the workspace-record cleanup. No behavior change.
   • Code audit: module scorecard refreshed — The internal tracker had drifted from what is actually on disk.
   • Customers and ClickUp beta switches moved into their own stores — Keeps each feature's settings owned by its own module instead of one shared workspace record.
   • Docs & specs coverage expanded — Added living specs for the HR document vault + holiday calendars, the Customer Portal add-on, Content (blog/help/site copy), the MCP server, and Code tracking. The module registry now also points at the new module folders so editing those files keeps their spec in sync.
   • Duplicate workspaces can no longer be created — Sign-in bounces dropped people on the Get started page with a prefilled workspace name, so each retry created another empty workspace.
   • Engineering tracker + connection map refreshed — The super-admin code-tracking area was re-audited against the current codebase: finished refactors are now marked done, stale items re-worded, newly-spotted debt added, and the module connection map now shows the real folders, tables and dependencies including SMS, Customer portal, Content & translations, and AI & credits.
   • Engineering: closed out the three in-progress modularization items — The Tasks module boundary is now documented, time-off accrual math lives in one folder, and every data-loading page shows its own friendly error screen with a retry button instead of the generic app error.
   • Fixed sign-in redirect loop — Signing in no longer bounces between the app and the onboarding page when a workspace lookup is slow or fails — the app now adopts an existing workspace instead of redirecting in circles.
   • Hardened three server helpers against a rare crash — Removes a latent crash risk on ideas, roadmap and workspace AI settings.
   • HR settings moved into the HR module's own store — The HR module switch, time-off switch and fiscal year start now live in a dedicated HR settings store instead of the workspace record. Existing values were migrated, so nothing changes for users.
   • Manually delete users and workspaces (with a recorded reason) — Admins occasionally need to remove a person or a workspace, and every removal should be traceable.
   • Notifications and scheduled emails now one module — Outbound messaging logic was scattered, making it easy for senders, variables and kill switches to drift apart.
   • Payment webhook processing split into focused pieces — The Stripe webhook is now a thin entry point that verifies the signature and hands off to dedicated pieces for subscription events, plan syncing and event logging. Every delivery is recorded and always acknowledged, so a one-off failure can be replayed from the admin tools instead of Stripe retrying for days.
   • Permanent sign-in bounce prevention — Prevents recurring login redirects and cross-tab session disruption.
   • Single module root — One home for every module keeps AI features and integrations predictable to maintain.
   • Site content is now private by default — New blog posts, help articles and marketing copy now start out private, so nothing goes public on the website until someone explicitly publishes it.
   • Stabilize sign-in session handoff — Prevent users from bouncing between sign-in and the app while the OAuth session hydrates.
   • Stabilized sign-in and protected-page navigation — Prevent signed-in and signed-out users from bouncing repeatedly between protected pages and the sign-in screen.
   • Task defaults moved into the Tasks module's own store — Workspace task backend, default destination, default section, default assignee and AI email-subtask extraction now live in a dedicated task settings store instead of the shared workspace record. Behaviour is unchanged.
   • Tasks code moved into its own module — Everything that powers tasks now lives in one place.
   • Text-message settings moved into the SMS module — Continues breaking up the oversized workspace settings table so each module owns its own storage.
   • Timesheet settings moved to their own table — Keeps timesheet/timer options owned by the Timesheets module instead of the giant workspaces table.
   • Workspace branding & themes moved to their own storage — Keeps the workspace record lean and makes branding a self-contained module.
   • Workspace email settings moved into their own store — Keeps each module's settings in its own table so unrelated features stop piling columns onto the workspace record.

   Product

   • Email Out — Send an email to a client straight from a task using a team member's connected Google account — with the right signature, reply-to address, and file attachments — and the reply lands back on the task.

   Accounts & Access

   • Fixed sign-in redirect loop — Signing in no longer bounces between the sign-in page and the dashboard. The app now trusts your stored session and only returns you to sign in when the session is truly invalid, instead of on a temporary network or rate-limit hiccup.
   • Prevent stale-session login redirect loops — Keep users on the sign-in screen when a cached session is no longer valid instead of bouncing between sign-in and the app.

   Atarim

   • Atarim settings moved to their own storage — Keeps integration settings out of the shared workspace record.

   Customer Portal

   • Customer Portal code moved into its own module

   Engineering

   • Atarim and Plutio code moved into their own modules
   • Automated tests for high-risk helpers — Silent math bugs in rounding, entitlements and sync conflict detection are the most expensive kind — they corrupt data quietly.
   • Faster, steadier client emails from a task
   • Google & Gmail code grouped into one module — Makes future Google work easier to find and safer to change.
   • Shared webhook signature verification — Stripe and the other providers now share one signature check with the same replay-window and constant-time comparison protections, instead of four separate copies where a fix in one never reached the others.
   • Text messaging code moved into its own module
   • Time grid code clean-up — Split the largest timesheet file into focused pieces (grid reads, cell writes, holiday/time-off fill, retroactive time off, and period submission) so the Time grid is easier to maintain. No change to how it works.
   • Timesheet rounding helpers moved into the timesheets module — Rounding rules had two homes, which made changes easy to miss.

   Hr

   • Fix: recording a retroactive paid day off from the time grid no longer errors — The Time off dialog on the time grid failed to load policy types.
   • HR review access managed in Role defaults — HR review visibility and actions now follow the hr.view_reports, timeoff.approve, and time.enter_for_others permissions instead of hardcoded owner/manager roles, so access can be granted to any role or individual member in Settings → People → Role defaults.
   • HR Review opens with timesheets submitted for staff without logins — Timesheets submitted from the Time grid for login-less staff crashed the HR Review page.
   • HR Review: timesheet and voucher period dates no longer shift back a day — Semi-monthly periods like 7/1–7/15 were displayed as 6/30–7/14 for anyone in a timezone behind UTC.
   • Semi-monthly pay periods and submit from the Time grid — Payroll runs twice a month, and managers needed to submit the timesheet right after entering the hours.
   • Time grid lists every employee, even without a login — Payroll is tracked for all staff, including people who never sign in to the app.
   • Time grid: date header stays visible while scrolling — With many people on the grid, the date columns scrolled out of view.
   • Time grid: observed holidays highlighted with one-click holiday pay fill — Managers entering payroll time had no indication of observed holidays and had to type holiday hours by hand.
   • Time grid: pick any team member when entering time for one person — Managers entering time for a single person could only see the first person in the list.
   • Time off: cancel a request from the person profile — Leaders can cancel a pending or approved time-off request directly from the Requests list on a person's Time off tab; cancelling restores the hours to the balance and records the reason in the audit trail.
   • Time-off balances update for staff without logins — Approved time off (including days recorded from the Time grid) now posts usage to the ledger for people who have not been invited yet, so balance and YTD totals deduct correctly. Existing approved days were backfilled.
   • Timesheets: approved vacation/sick days show and are flagged on the time grid — Paid days off were invisible on the timesheet, so payroll hours had to be reconciled by hand.

   Hr — Next Up (Bigger)

   • Expense reimbursements — Receipts, manager approval, payroll export.

   Languages

   • App available in more languages — People who prefer another language had to work in English.
   • Manage languages and translation helpers — Only developers could add a language or fix wording.
   • Screenshots and help content follow your language — Help pages showed English screenshots and copy to everyone.
   • Text translates itself as it appears — New wording used to stay in English until someone translated it by hand.

   Marketing

   • v1.5 announcement blog post — Published "Introducing Conopeum v1.5" covering SMS, PTO hardening, timesheet PDFs, scheduled emails and the public changelog.

   Marketing Site

   • Refund Policy page fix

   Onboarding

   • Turn off the welcome popup — People who already finished setup kept seeing the welcome popup.

   Permissions

   • Fixed permission checks hiding admin actions from owners — Owners and managers were shown read-only views in HR review and missing topbar links because permissions were read from the wrong place. Access now resolves correctly everywhere.
   • HR permissions in role defaults

   Platform Admin

   • Attach supporting files to account deletion requests — Reviewers need evidence (screenshots, written removal requests) attached to the request itself.
   • Deletion requests show a full activity timeline — Requests only showed the filing date, so there was no record of who approved, denied or withdrew one.
   • Deletion requests: impact preview and status emails — Requesters had no visibility once a request was filed, and reviewers had to guess what a deletion would affect.
   • Scheduled account deletions — Platform admins can approve an account deletion for a specific date and time instead of deleting immediately. An hourly job runs it at that moment, it can be rescheduled or called off beforehand, the approval email states when it will happen, and a failed automated run shows the error on the request.
   • Workspace owners can request account deletions — Owners could remove someone from their workspace but had to email us to delete the actual sign-in account.

   Product & Marketing

   • Public changelog page — Every released version is now published at /changelog, grouped by release and category, with a version link in the site footer. Individual roadmap items can be hidden from the public page with the eye toggle on /admin/roadmap.

   Settings

   • Search box on the role-defaults permissions table — Type part of a permission name to jump straight to it instead of scrolling the full matrix.

   Travel & Mileage

   • Travel expense settings moved to module-owned storage — Keeps the shared workspace record small and lets the travel-expense module own its own settings.

7. v1.5

   August 4, 2026· 79 updates

   Tasks

   • Create tasks by text message — Texts from a recognized member's mobile number become tasks automatically; unmatched numbers are held in a new Inbound texts review queue.
   • Default tasks view persists across sign-ins

   Timesheets

   • Timers now ask for a note when you stop them — Time entries were often saved with no context about what was worked on.

   Notifications

   • Approval nudges and replies by text — Timesheet and travel-voucher submissions text approvers, who reply APPROVE or DENY with a single-use code. Permissions and self-approval guards are re-checked on every reply.
   • Text messages (SMS) via your own Twilio number — Workspaces connect their own Twilio account and number in Settings → Integrations, with a workspace on/off switch and a test-message button.

   Integrations

   • Customize your text-message wording — Every workspace phrases reminders and approval requests differently, so the shipped wording rarely fits as-is.
   • Opt a person in to text messages from their profile — Each person profile now has a Text messages (SMS) card on the Overview tab: add their mobile number and flip the opt-in toggle. Only opted-in people receive workspace texts and have their replies recognized; opting out is recorded with a timestamp.
   • Send test SMS from the text-messaging card — One click sends a test text to your own workspace number and shows the provider's delivery state (queued, sent, delivered, or failed) right on the card.
   • Text messages (Twilio) listed on integration statuses
   • Two-way texting with customers — Text opted-in customer contacts about their tasks and have their replies come back as customer-visible comments on that task. Numbers and consent live on the customer's Contact tab (added numbers start opted out), with a separate workspace "Text customers" switch, an editable customer message template, and STOP/START honoured on both sides. Customers never receive approval codes and cannot create tasks by text.

   Admin

   • Ideas queue hides shipped ideas

   Platform

   • Live Google Analytics reporting in super admin — Super admins had to leave the app to see traffic numbers.
   • Persistent topbar across the app — The workspace topbar (logo, workspace switcher, timer, profile) plus a quick nav row now stays visible on every signed-in page, so you no longer have to backtrack to reach other areas.
   • Real delivery status for scheduled emails — "Sent" only meant the provider accepted the message, so bounces looked like successes.
   • Workspace member removal permissions aligned — Owners and managers could add and edit members but not remove them.

   Docs & Help

   • Help article: date tokens in scheduled emails — New public help article documenting every scheduled-email date token plus the :nextweekday, :prevweekday, :weekday and :noday modifiers, with a timesheet-reminder example.

   Email & Communications

   • Customer texting bundled with Customer Portal — A customer text reply lands as a customer-visible comment, so customer texting is the Customer Portal over SMS - same audience, same consent posture. No new SKU needed.

   Hr

   • Annual Personal Day capped as use-it-or-lose-it — Carryover was stacking to 16h instead of resetting.
   • HR Review PDF downloads — One-click PDF export for timesheets and travel expense vouchers from /hr-review.
   • Ledger History tab on Person -> Time Off — Chronological ledger with Date, Type, Hours, Prior -> After, Who, Note and a one-click Reverse button (leader-only).
   • Nightly PTO integrity sweep + super-admin alerts card — Cron job at 04:30 UTC scans every workspace and writes findings to time_off_integrity_alerts; PtoIntegrityAlertsCard surfaces them on the platform dashboard.
   • Paste rich email signatures — Copying a signature out of Gmail or Outlook and pasting it into a person's signature block now keeps the logo, links and table layout instead of dropping to plain text.
   • People merge + workspace profile — Combine duplicate people and let members maintain their profile per workspace.
   • Person Type tabs + profile chip editor — Filter the People list by type and edit the type from the profile header.
   • Policy card math clarity (accrued + grant = total) — Balance cards now show the explicit accrued + grant math and stop projecting future accruals for annual_lump policies.
   • PTO integrity alerts show the details — Admins could see an error count but not what failed.
   • PTO ledger balance snapshots — Every time_off_ledger row now stores prior_balance_hours and balance_after_hours via trigger. Historical balances are reproducible and drift is instantly detectable.
   • PTO ledger reversals (non-destructive undo) — Admins reverse an entry via a compensating adjustment row instead of deleting. Original stays visible, downstream snapshots recompute automatically.
   • Recompute time-off snapshots from HR review — Managers can rebuild ledger balance snapshots per employee or for everyone at once directly from the Time off balances tab, without opening each person's profile.
   • Summary timesheet PDF (no notes) — Long note text made printed timesheets sprawl over many pages.
   • Timesheet lock on approval — Once approved, only managers/owners can edit; employees are locked out.

   Integrations — Atarim

   • Atarim tasks keep the customer name in the title — Tasks synced from Atarim now always get the "[Customer]" title prefix, even when the sync did not pass the customer along. Existing Atarim tasks were backfilled.

   Integrations — Shipped

   • Atarim: bots toggle, manual entry, hierarchies, resync purge — Exclude AI teammates by default, manually link projects when the picker is incomplete, mirror subtask hierarchies, and purge stale comments on resync.
   • Atarim: long task titles clamped — Huge Atarim titles were breaking task updates.
   • Customer list integration badges — The customers list now shows a badge next to a customer name when they are connected to Atarim or Plutio, so you can spot linked accounts at a glance.
   • Google account visibility toggle (private/shared) — Swap connected Google accounts between private and shared without reconnecting; fixes GOOGLE_NO_REFRESH_TOKEN.
   • Google Tasks priority-tag reconcile — Read-before-write safeguard on fan-out plus a reconcile pass that strips [priority:*] fingerprints and removes stale mappings so completed Google tasks stop resurfacing.
   • MeetJamie: clean plain-text summaries — Imported summaries were rendering as code blocks.
   • MeetJamie: import from a shareable link — Meetings can be imported without a Jamie API key.
   • Plutio project picker pagination — listPlutioProjects now paginates up to 5,000 projects so large workspaces see everything in the combobox.
   • Plutio project picker pagination — Workspaces with >200 Plutio projects only saw the first page in the picker.
   • Plutio: bulk sync no longer expires mid-run — Manual "sync all" failed with JWT expired.
   • Plutio: multi-customer projects + create fix — Share one Plutio project across multiple customers; fixed 400 "title not allowed" on create; added searchable project combobox.

   People

   • HTML email signatures on person profiles

   Platform — Shipped

   • Admin Docs & Specs registry — Registry (_modules.json) drives which spec .md to update when files change.
   • Admin Ideas queue — Central place to triage, vote on, comment on, and promote quick ideas into roadmap rows.
   • Changelog timeline (ISO-week grouping) — Human-friendly release history grouped by week and category.
   • Conopeum revenue card — Pull Stripe revenue filtered by metadata.external_id so unrelated products are excluded.
   • Costs & credits super-admin dashboard — Track AI credit usage, spend, and top-ups per workspace and overall.
   • Custom Google OAuth app for sign-in — Sign-in screen now shows "Conopeum" and routes users to /app after auth.
   • Larger build memory so deploys stop failing — Builds were running out of memory.
   • Post-auth redirect to /app — After Google sign-in users landed on / instead of the app shell.
   • Post-signin redirect to /app — index route forwards authenticated users to /app instead of leaving them on the marketing home.
   • Product overview doc for the platform — Needed a copy-ready feature breakdown.
   • Quick Idea floating launcher — Capture ideas from anywhere in the app without breaking flow (super admin only).
   • Roadmap PDF export — Download release notes + full roadmap as a shareable PDF.
   • Roadmap progress bars + version pills — Visualize checklist completion and which versions each partial shipped in.
   • Roadmap versioning + Make new release — Bundle shipped work into named releases (vX.Y) with released_at stamping.
   • Security hardening (RLS, search_path, deps) — Multiple rounds: rescoped public-role policies to authenticated, fixed mutable function search_path, upgraded vulnerable deps, blocked self-approval on task edit requests.
   • Server health banner + workspace load retry — Automatic retry with fallback UI when the workspace page fails to load.
   • Split features across releases — Checklist items can ship in their own version independent of the parent row.
   • Stripe migration (from Paddle) — Manage products and prices directly from /pricing-admin using Stripe.

   Plutio

   • Plutio time entries include the timer note in the title — Time-track lists in Plutio showed only the task title, making entries hard to tell apart.

   Scheduled Emails

   • Test sends can skip the [TEST] subject prefix

   Sms

   • Inbound text inbox: approval replies, pending reviews, and sender names — The inbound texts page now has Needs review, Approval replies, and All views. Every message shows who sent it (member, customer contact, or unrecognized number), when it arrived (exact plus relative time), a plain-language description of what the text did, and when it was reviewed.

   Tasks — Shipped

   • AI email-to-subtask extractor — Pulls actionable subtasks out of long attached emails on demand.
   • Attach-to-task dialog overflow fix — Long task titles no longer break out of the popup when picking a task to attach mail to.
   • Multi-section bulk assignment — Assign multiple sections to selected tasks (renamed from Move to Section).
   • Priority editor on saved tasks — Change high/medium/low priority any time from the task detail view.
   • Recurring Tasks dashboard — Central place to see and manage repeating tasks (🔁 badges on the board).
   • Refresh from Google button — Force re-fetch of promoted/split tasks so the board reflects Google Tasks immediately.
   • Task comment reads + My Inbox — Track unread comments per user and surface them on the dashboard inbox.
   • Waiting queue for tasks — Park tasks that are blocked on someone else on a dedicated /waiting view with badges.

   Text Messages (Sms)

   • Site-wide SMS kill switch — Super admins can pause all text messaging everywhere from Super Admin → Overview, the same way outbound emails can be paused. While off, nothing sends (including test sends and template samples) and inbound texts are ignored.

   Time Tracking & Pm

   • Plutio — searchable customer picker — The Plutio project picker dropdown became unwieldy as customer lists grew.
   • Timer stop notes up to 8,000 characters — Stopping a timer failed when notes were long.
   • Timesheet copy: placeholders render real values — Submit dialog and timer labels showed raw placeholder tokens instead of dates and hours.
   • Timesheet Due reminder now names the next business day — Weekend deadlines in the Timesheet Due schedule roll forward to Monday instead of reading as Saturday or Sunday.
   • Weekday-aware date tokens in scheduled emails — Date tokens now support :weekday, :nextweekday and :prevweekday so weekend dates render as the nearest business day (Sunday shows as Monday). Chainable with :noday.

8. v1.0

   July 27, 2026· 57 updates

   Analytics & Website

   • Fathom Analytics — Privacy-first traffic analytics.
   • Google Search Console — SEO insight for admin dashboard.

   Automation — Shipped

   • Custom variables + relative dates — Tokens: {{today+N}}, {{next.tuesday}}, {{period.start/end}}, {{site.name}}, etc.
   • From-name / Reply-to control — Set who the scheduled email appears from.
   • Scheduled emails — Auto-email panel per task with delivery history and test-send.
   • Semi-monthly cadence — Anchor days (15th / end-of-month) with weekday shift.
   • Site-wide + per-workspace email kill switch — Master toggle to pause all outgoing mail.

   Email & Communications

   • Emailit — Transactional outbound + inbound webhook.
   • Gmail — Core differentiator — multi-account inbox → tasks.
   • Google Calendar — Task due dates ↔ calendar events.

   Hr

   • Advance grant policies — Earned-to-date vs Total-available metrics.
   • Configurable time rounding rules — None / 5 / 6 / 7-min / 15-min + first-entry min-duration.
   • Document vault (Google Drive links) — Per-person HR docs with optional expiry.
   • Employment types (workspace-managed) — Configurable per workspace with search + filter.
   • Fiscal year per company — Drives vacation reset dates (e.g. July 1).
   • HR Review dashboard — /hr-review with New/Done tabs, noted status, approve/reject, PDF downloads.
   • HR Viewer role (bookkeeper) — View-only + noting for balances, timesheets, vouchers.
   • Interim / shadow employees — Managers can seed time-off and profile data before an invite is accepted.
   • L3Y FTE accrual basis — Accrue vacation based on avg hours worked in last 3 years.
   • Person profile tabs — Time off, Timesheets, Tasks, Permissions, Documents, Manager tabs.
   • Person profiles — Hire date, employment type, resume link, emergency contact, notes, permissions, manager tab.
   • Sick vs vacation policy selection on request — Employees pick policy type when requesting time off.
   • Time-off integrity verifier + ledger guards — DB constraints + verifyTimeOffIntegrity to prevent bad math.
   • Time-off policies + tenure tiers — Per-workspace policies, employee eligibility, at-risk carryover, YTD earned/used, manager report.
   • Timer tracking — Decoupled from timesheets; usable as a task feature (also pushes to Plutio/ClickUp).
   • Timesheet approval + lock — Approved timesheets lock; owners/managers can still edit.
   • Timesheet PDF export — Branded PDF from HR Review and personal timesheet.
   • Timesheets — Periods, submissions, approvals, lock-on-approval, PDF export.
   • Travel expense vouchers (mileage) — IRS-rate mileage entries, receipts, approval workflow, PDF export.

   Hr - Time Off Requests

   • Allow Type of time off to be selected when there is more than one for an employee

   Hr — Quick Wins

   • Birthdays + hire anniversaries — Surfaced on the dashboard for the next 30 days.
   • Documents vault — Per-person HR docs (offer letter, W-9/I-9, NDA, handbook) stored as links (Google Drive), with optional expiry.
   • Holidays calendar — Per-workspace paid holidays with recurring flag.
   • Weekly hours per person — Expected hours/week (drives future overtime + accrual accuracy).

   Meetings & Notes

   • Fathom → tasks — Convert Fathom meeting notes into tasks automatically.

   Platform — Shipped

   • Admin ideas + Quick Idea launcher — Floating capture button for super-admins.
   • Impersonation floating panel — Super-admin impersonation with scoped Google surfaces.
   • Multi-workspace profile — One login, per-workspace identity + additional emails.
   • People types + merge — Merge duplicate people; HR gating by type.
   • Server health banner + workspace retry — Transient load errors auto-retry with diagnostics panel.
   • Stripe billing (replaced Paddle) — Products/prices managed in /pricing-admin.

   Storage & Docs

   • Canva — Design asset attachment.
   • Google Drive — Attach Drive files to tasks without re-upload.
   • MyMarky — Push task to MyMarky as social post draft; media library sync.

   Tasks — Shipped

   • AI email → subtask extraction — On-demand Sparkles button extracts subtasks from linked emails.
   • Bring-Your-Own-AI keys — Per-workspace organization_ai_keys; toggle ai_extract_email_subtasks.
   • Bulk complete / delete — Multi-select bulk actions on the task list.
   • Multi-section assignment — Assign a task to multiple sections; bulk-assign supported.
   • My Inbox (new comments) — Dashboard tile surfaces unread task comments across the workspace.
   • Recurring badge on task list — Indigo Recurring chip next to the due-date chip.
   • Recurring tasks dashboard — Workspace-wide /recurring-tasks view with quick Stop.
   • Refresh from Google — Manual Refresh button re-pulls Google Tasks state on demand.
   • Subtask promotion / split — Promote a subtask to a standalone task; inherits org and highlights on the board.
   • Ticket merging — Merge two email threads from the same customer into one task.
   • Waiting queue — Park tasks blocked on external replies in a dedicated queue with badges.

   Time Tracking & Pm

   • Atarim — User-requested.
   • Plutio — First integration; small-agency favorite. Reference implementation.

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