New Feature Release

Introducing Kanban views to help you visualise and manage your workflow more effectively. You can now view jobs in swimlanes organised by status and drag-and-drop cards to update progress instantly.

What's New

Visual Workflow Management

View your jobs in a Kanban board format with columns representing different job statuses (e.g. Ready to Start, In Progress, Done). This visual layout makes it easier to see work at a glance and identify bottlenecks and priorities.

Drag-and-Drop Status Updates

Simply drag a job card from one column to another to update its status. No need to open each job individually—manage your workflow with quick, intuitive movements.

Available in Two Key Areas

Work Page: view your personally assigned jobs in Kanban format to manage your own workload.

Work Report Page: access a team-wide view where job cards are grouped by assignees, helping managers oversee resource allocation and team capacity.

Key benefits

• Improved visibility – see the status of all jobs at once
• Faster updates – change job status with a single drag-and-drop action
• Better team coordination – managers can quickly assess workload distribution across the team
• Flexible workflow – switch between Grid and Kanban views based on your preference

How to access

Navigate to Work > To Do tab or Team > Work Report

Click the view toggle to switch to Kanban view

Drag job cards between status columns to update progress

Enhancements and Fixes 

Secure File Share Button Placement: Resolved an issue where the secure file share button appeared below the email signature, making it less visible to recipients.
The button is now positioned above the client signature and below the email body, improving visibility and usability. 

Bulk Update of Client Properties: Fixed an issue where the gender field was not selectable during bulk updates. As part of this update, we have removed the ability to bulk update sensitive data fields, including Tax File Number (TFN), Australian Business Number (ABN), Australian Company Number (ACN), Bank Details 

Client Creation Enhancements: Added an optional ABN field for Individual and Sole Trader client types during new client creation, allowing for more flexible data entry. Individual and Sole Traders with ABN fields will now also be available in Access Ledger as well should financial reports be required for the client. 

Shared Email Improvements: Previously, when a workspace used a shared email address, Doc Signing notifications were sent from a generic "no-reply" domain.
Now, if a shared inbox is configured, Doc Signing notifications will be sent from that shared email address, ensuring:  

Email Archiving Preferences: Introduced a new optional setting that allows users to choose whether client emails should be automatically moved to the Outlook archive folder upon task completion. This provides flexibility to accommodate different email management preferences. 

Saved View Column Sorting: Deployed a fix to ensure column sorting is retained when a saved view is loaded, improving consistency in data presentation. 

Client List Task Count: Fixed an issue where the Open Task count on the Client List page was not displaying correctly. 

Evo Button Feed: Introduced customisation options to manage which notifications appear in your feed. 

Client List Filters and Saved Views: Enhancements made to the way the Client list can be filtered and saved as views. Continue to easily filter and then add it as a saved view to and select whenever you need it. 

Client List Pagination: Enhancements made to the speed of the Client list page load by introducing pagination.

Release info summary for v02.01

A dedicated, customisable task status field—separate from tags—to give you clearer, more structured task tracking. Workspace Admins will be able to create, edit, and delete statuses, offering more flexibility and control.

Tags (formerly Labels/Task Status Labels) remain a flexible way to organize, filter, and group tasks.

A new overdue status indicator beside the due date field.

Bulk task updates capability. Select multiple tasks at once and apply bulk changes to statuses, tags, or assignees. Tag updates can append, replace, or reset—giving you more flexibility.

Saved Views, quickly return to your favorite filters and views — no more bookmarking! You can now create and manage saved filters for both clients and tasks.

Consistent pagination is now available on task management pages, ensuring smoother navigation and faster performance.

To prevent accidental data loss, only Workspace Admins can now delete clients.