January 2025: Product Release Notes

Task Templates in Lease Admin: Use pre-built templates to quickly create task lists for standard lease workflows like renewals, expansions, or audit preparation that can be imported on the lease level. Create templates for specific leases, regions, or business functions. For example, set up a template for "Northeast Region Lease Expirations" to track renewal tasks or "Vendor Compliance Management" to ensure all certifications and requirements are up to date. Learn how to use task templates here!
Rich Text Editing: provide deeper context to tasks, clarifying what needs to happen first and what follows next to ensure efficient workflows. Utilize features like bulleted and numbered lists, hyperlinking, attaching documents and photos, and text editing to get more done.
Task Comments: collaborate with colleagues while completing tasks by commenting in threads to ensure no details are missed. Learn more about rich text editing and tasks comments.
Integrated Notifications: Stay informed with email notifications when deadlines are approaching, tasks are updated, or new assignments are made.
Task Tags: Monitor task completion with colored task tags making it easy to identify bottlenecks or areas needing attention.
Export Tasks: Create reports of tasks by exporting them to excel on a scheduled basis to seamlessly integrate with other tools