March Release: One view to run them all.

Product Engagement

Stop wondering who's engaged — and start knowing.

With an enhanced Members tab, you can see a full activity feed for every project stakeholder — including email delivery, portal visits, task completions, and last actions taken — for both internal team members and customers. This gives you the visibility to quickly identify who's engaged, who's falling behind, and what to do next so you can keep every onboarding project moving forward.

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Spend less time navigating menus and more time understanding your data.

You can now assign colors to dropdown options for at-a-glance status recognition, and dropdowns support multi-select functionality — both with full color support configurable in settings. Editing workflows are also significantly streamlined: rather than navigating back to the Data Fields tab to make updates, users can now bulk edit Data Fields or make individual inline changes directly from the project list view.

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Create more dynamic projects (with fewer headaches).

Having the right modules and questions in projects is key. Conditional modules allow users to more easily build and adapt projects by adding modules 1. via automations based on task answers, and 2. dynamically via CRM data in the workflow. No more asking the team to configure the project post-creation or as they go.

All your project activity, finally in one place.

With consolidated email activity in the project Activity Log, you get a single, filterable view of every email sent, every recipient, and every timestamp — right alongside all other project activity. This eliminates the need to hunt across multiple tabs so your whole team has the same visibility and can move faster with full context.