Introducing the Collaboration Edition – built to help you collaborate effortlessly with your team and clients.

Internal Notes

You can now add notes to clients and companies. Internal notes are visible only to you and other internal users with access and can be edited after creation. Notes are located on the sidebar of client and company detail pages. Use the slash (/) command to add rich text formatting, including headings and more. Notes also come with full API, Zapier, and Make support.

Tasks App Improvements

A big element of task and project management is discussion — clarifying details, answering questions, and so on. Task comments now support replies. Replies work as expected, with some extra touches like collapsing long discussion threads by default. In comments we also added support for images and attachments so that users can provide all the details needed when discussing a task.

Platform Improvements

• Added a notes resource with endpoints to Create, List, and Edit.
• Added note.created, note.updated, and note.deleted webhooks.

Other Improvements

• Added the ability to right-click on notifications or message channels to mark as unread.
• Void invoices are now hidden in the client experience.
• Improved embed robustness, supporting more products and rendering them more cleanly than before.