# July 2026: a rebuilt calendar, funnels, inventory tracking and workflows with test runs

> A rebuilt calendar, funnels that capture leads into your CRM, inventory with low-stock alerts, workflows that create tasks, and invoices with a live preview.

Canonical: https://workspace369.com/changelog/2026-07-31-july-2026-roundup/
Last updated: 2026-10-30

Calendar & bookingWorkflowsBilling & paymentsProjects, tasks & timeClients & CRM

A rebuilt calendar, funnels that capture leads into your CRM, inventory with low-stock alerts, workflows that create tasks, and invoices with a live preview.

![Cut-paper illustration: a calendar, a funnel catching coins and a stack of shipping boxes.](https://workspace369.com/images/release-notes/2026-07-31-july-2026-roundup/hero.webp)

## A rebuilt calendar with week, month, day and team views

The calendar was rebuilt around a smooth week grid. Drag an event to reschedule it in 15-minute steps, and overlapping events sit side by side instead of on top of each other.

Month view shows events that span several days and lets you drag an event to another day. There are also Day and Team views, and a week view designed for phones.

- Drag to reschedule in 15-minute steps
- Day, week, month and team views
- A phone week view

Switch views from Display Options on a desktop, or with the view button on a phone, which has week, day and team. Example data.

Where to find it

1. Calendar in the sidebar

[Open in the app](https://app.workspace369.com/calendar)

Plans

Every plan

Learn more

[Calendar and booking](https://workspace369.com/features/schedule/)[Calendar tutorial](https://workspace369.com/tutorials/calendar/)[Projects, tasks and scheduling](https://docs.workspace369.com/v/2026.3/core-workflows/projects-tasks-scheduling/)

## Workflows that create tasks and reminders, with test runs and logs

Workflows can create real tasks and reminders, send in-app notifications to your team, wait on a timer or a schedule, and fill in client or invoice details with an Insert variable picker on every step.

Before you switch a workflow on, run a simulated test to see what it would do. Every run is logged, so you can check what a workflow did and when.

Every plan has workflows. Cadet is email-only with up to 3 active, Voyager adds texts with up to 10, Specialist allows 25, and Commander and Enterprise have no limit.

- Tasks, reminders and team notifications as steps
- Timers and scheduled triggers
- Simulated test runs and execution logs

Where to find it

1. Workflows in the sidebar

[Open in the app](https://app.workspace369.com/workflows)

Plans

Every plan

Learn more

[Workflow Automations](https://workspace369.com/features/automation/)[Workflows tutorial](https://workspace369.com/tutorials/workflows/)[Build, test and activate a workflow](https://docs.workspace369.com/v/2026.3/automation/build-test-activate-workflow/)

## Build and publish funnels that capture leads into your CRM

Funnels are multi-step pages built from blocks, with AI-written copy, result pages and follow-up email or text sequences. Publish one to a hosted address and new leads go straight into your CRM, with analytics on visitors, leads and drop-off.

A/B tests and answer-based logic start on Voyager. Live funnels per plan: Cadet 1, Voyager 3, Specialist 10, Commander 25 and Enterprise 50, with unlimited drafts. AI generation counts toward your plan's AI usage.

- Block builder with hosted public pages
- Leads land in your CRM automatically
- Funnel analytics and follow-up sequences

Where to find it

1. Funnels in the sidebar

[Open in the app](https://app.workspace369.com/pages)

Plans

Every plan

Learn more

[Funnel builder with CRM](https://workspace369.com/solutions/funnel-builder-with-crm/)[Funnels tutorial](https://workspace369.com/tutorials/funnels/)

## Track stock with adjustments, low-stock alerts and a movement history

Track stock on the products you sell. Adjust counts by hand with a history for each product, and get low-stock alerts when items run low.

A workspace-wide Inventory view lists every stock movement with totals and filters, and exports to CSV. A setting lets you choose whether stock is deducted when an invoice is issued or when it is paid.

- Stock adjustments with history per product
- Low-stock alerts
- Inventory movements list with CSV export

Where to find it

1. Product Catalog
2. Inventory; Settings
3. Products

[Open in the app](https://app.workspace369.com/services)

Plans

Specialist and up

Learn more

[Products and inventory](https://workspace369.com/features/products/)[Product catalog tutorial](https://workspace369.com/tutorials/product-catalog/)

## Invoices and proposals that look the part, with a live preview

A new default PDF design for invoices and proposals adds per-line tax rates, your tax ID and registration details, page numbers, terms printed inline, attached documents merged into the PDF, and right-to-left language support.

On tablet and desktop the invoice editor now shows a live preview beside the form, so you see what your client will receive while you type.

Where to find it

1. Settings
2. Invoices
3. PDF template; Invoices
4. New invoice

[Open in the app](https://app.workspace369.com/invoices)

Plans

Every plan

Learn more

[PDF customization](https://workspace369.com/features/pdf-customization/)[Invoices and billing](https://workspace369.com/features/invoices/)[Create, send and track an invoice](https://docs.workspace369.com/v/2026.3/finance/create-send-track-invoice/)

## Weekly timesheets with approvals

Team members submit a weekly timesheet, and approvers review and approve it from an Approvals view. Approved entries are locked so they cannot change quietly, and managers can manage other people's time.

The time-entry dialog was redesigned to make adding and editing time quicker.

Where to find it

1. Time Tracking
2. Timesheets

[Open in the app](https://app.workspace369.com/time-tracking)

Plans

Every plan

Learn more

[Time tracking](https://workspace369.com/features/time-tracking/)[Time tracking tutorial](https://workspace369.com/tutorials/time-tracking/)

## Quick answers

How many live funnels does each Workspace369 plan allow?

Cadet allows 1, Voyager 3, Specialist 10, Commander 25 and Enterprise 50 live funnels. Drafts don’t count toward that limit. New leads from a published funnel go straight into your CRM.

Which plans can track inventory?

Specialist, Commander and Enterprise. You adjust counts by hand, get low-stock alerts and see a movement history. Choose whether stock is deducted at invoice issue or at payment in Settings → Sales → Products → Inventory deduction.

Does Workspace369 have weekly timesheets with approvals?

Yes, on every plan. Team members submit a weekly timesheet, approvers review it, and approved entries are locked so they cannot change quietly.

What calendar views does Workspace369 have?

Week, month, day and team views. You can drag an event to reschedule it in 15-minute steps, and there is a week view designed for phones.

## Related updates

- [![Cut-paper illustration of an upright teal paper folder with a sage inner tab, four blank sheets fanning out of it, a white paper clip and a short amber paper chain, beside a render of a coaching program's Resources tab listing a PDF and links.](https://workspace369.com/images/release-notes/2026-11-07-program-resources-and-calendar-full/hero-800.webp)November 7, 2026**Share files and links in a program, and see Calendar full by coach**](https://workspace369.com/changelog/2026-11-07-program-resources-and-calendar-full/)
- [![Cut-paper illustration of a teal paper wallet with two blank pass cards fanned out, a pale paper ribbon looping around it and an amber ticket stub, beside a render of the membership editor with Bill through set to Square.](https://workspace369.com/images/release-notes/2026-11-07-square-for-memberships/hero-800.webp)November 7, 2026**Sell memberships through Square, and handle Square members’ requests**](https://workspace369.com/changelog/2026-11-07-square-for-memberships/)
- [![Cut-paper illustration of a blank payment card whose two paper ribbons fork into two coin jars, an amber coin dropping into one, beside a render of a service's Payments and deposits settings with Pay with set to Square.](https://workspace369.com/images/release-notes/2026-11-06-take-payments-with-square/hero-800.webp)November 6, 2026**Take payments through your own Square account**](https://workspace369.com/changelog/2026-11-06-take-payments-with-square/)

[All release notes](https://workspace369.com/changelog/)[Subscribe to the feed](https://workspace369.com/changelog/feed.xml)

## July 2026: a rebuilt calendar, funnels, inventory tracking and workflows with test runs, in your own workspace

Start your free trial on Specialist, then find it under Calendar in the sidebar.

[Request a demo](https://workspace369.com/contact-sales/)

14-day free trial. Card required. After the trial: $149/month for Specialist. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
