# Projects, tasks & time updates

> Workspace369 Projects, tasks & time release notes, newest first: what changed, where to find it in the app and which plans include it.

Canonical: https://workspace369.com/changelog/area/work/
Last updated: 2026-11-05

Workspace369 shipped 11 Projects, tasks & time updates; the latest, on November 1, 2026, is [Text new leads and missed callers your booking link, and save from the top bar](https://workspace369.com/changelog/2026-11-01-booking-link-texts-and-top-bar-save/).

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

1. November 1, 2026 WorkflowsProjects, tasks & time [Text new leads and missed callers your booking link, and save from the top bar](https://workspace369.com/changelog/2026-11-01-booking-link-texts-and-top-bar-save/) Workflows can now text a lead or a missed caller your booking page link, and the full-page task and accounting create screens save from a top bar. Text new leads and missed callers your booking linkCreate a task from the top barSave bills, vendors, fixed assets and journal entries from the top bar[Read the release notes](https://workspace369.com/changelog/2026-11-01-booking-link-texts-and-top-bar-save/)
2. November 1, 2026 Projects, tasks & timeWorkspace AI [Import projects, and any tasks, from Dubsado, HoneyBook and more](https://workspace369.com/changelog/2026-11-01-import-projects-with-their-tasks/) AI Import now brings in projects as a sixth data type: each project arrives with its client, dates and budget, plus any tasks in the file, after you review it. Import projects with their tasks[Read the release notes](https://workspace369.com/changelog/2026-11-01-import-projects-with-their-tasks/)
3. October 31, 2026 Clients & CRMWorkspace AIProjects, tasks & time [Turn a client note into follow-ups and tasks](https://workspace369.com/changelog/2026-10-31-turn-notes-into-follow-ups/) Workspace369 can read a client note, or text you paste in, and suggest follow-ups and tasks. You tick, edit and date them, then add them in one step. Turn a client note into follow-ups and tasks[Read the release notes](https://workspace369.com/changelog/2026-10-31-turn-notes-into-follow-ups/)
4. October 31, 2026 Billing & paymentsProposals & contractsCalendar & bookingClients & CRMWorkspace AIInbox & callsWorkflowsClient portalWorkspace & teamProjects, tasks & time [October 2026: Flash Pay, a new proposal builder, deeper booking and AI in your CRM](https://workspace369.com/changelog/2026-10-31-october-2026-roundup/) Flash Pay, retainers and more ways for clients to pay; a new proposal builder with packages; deeper online booking; and CRM tools with AI lead scoring and setup. Get paid more ways: Flash Pay, payment methods, tips, retainers and autopayNo-show fees and tips for online bookingsA new proposal builder, pick-one packages and Write with AIPick a cover for your proposalGoogle events, Meet on every plan, no-show status and services on eventsDeeper online booking: approval by day, team members, limits, one-time links and a clearer setupSet up your CRM with AI and turn client notes into follow-upsAI lead scoring labels new requests hot, warm or coldAutoPilot chat, approvals for connected AI apps and the ChatGPT pluginClient emails in your brand, a calmer Emails inbox and AI writing helpReusable text messages with a default for each message typeWorkflows with decisions, drafts and project triggers, and webhooks on every planMessages on the client portal, and an easier way to style itAppointments on the client portalHide the Powered by Workspace369 creditA new Home, guided setup, linkable settings and clearer plan prompts[Read the release notes](https://workspace369.com/changelog/2026-10-31-october-2026-roundup/)
5. October 11, 2026 Billing & paymentsProjects, tasks & time [Retainers that track every hour, and recurring invoices on autopay](https://workspace369.com/changelog/2026-10-11-retainers-and-recurring-autopay/) Run hour-bank, fixed monthly and prepaid retainers with a live hours meter, put repeat invoices on card autopay your clients agree to, and void unpaid invoices cleanly. Retainers with a live hours meterEvery retainer on one screenRecurring invoices on autopay your client controlsVoid an invoice that was sent but never paid[Read the release notes](https://workspace369.com/changelog/2026-10-11-retainers-and-recurring-autopay/)
6. September 30, 2026 Proposals & contractsBilling & paymentsClients & CRMWorkspace AICalendar & bookingProjects, tasks & timeWorkflowsClient portalWorkspace & team [September 2026: e-signature contracts, AutoPilot Today, client stages and branded portals](https://workspace369.com/changelog/2026-09-30-september-2026-roundup/) Send contracts for e-signature, run your day from AI AutoPilot Today, track clients through stages, brand client portals, and rebuilt workflows, tasks and Settings. Contracts you send for e-signatureChange orders for accepted proposals and paid invoicesDesign the invoice page your clients openClient stages, follow-ups and a Requests form builderAI AutoPilot Today, Client Health and watches on money, projects and tasksA morning briefing and message sortingCreate calendar events by dragging, with Google Meet and guest invitesTasks, time tracking and files rebuiltWorkflows rebuilt with a table, templates, test runs and AI draftingClient portals in your brand, and a private portal for each clientInvite teammates and add seats in one placeSettings in groups with search, and text size per device[Read the release notes](https://workspace369.com/changelog/2026-09-30-september-2026-roundup/)
7. September 27, 2026 Projects, tasks & time [Tasks, time tracking and files rebuilt for faster everyday work](https://workspace369.com/changelog/2026-09-27-tasks-time-tracking-and-files/) Create tasks in seconds and drag them across the board, fill in a weekly timesheet with approvals, and upload files through a queue that handles duplicates. Quick task creation and a smoother boardTime off and team hours reportsAn upload queue that handles duplicates[Read the release notes](https://workspace369.com/changelog/2026-09-27-tasks-time-tracking-and-files/)
8. August 31, 2026 Workspace AIProjects, tasks & timeInbox & callsWorkflowsClients & CRM [August 2026: connect Claude and ChatGPT, review AI changes first, and a Gantt view](https://workspace369.com/changelog/2026-08-31-august-2026-roundup/) Connect Claude, ChatGPT or any MCP client with approvals on every send, let AI AutoPilot confirm before it changes anything, and plan work on a Gantt timeline. Connect Claude, ChatGPT or any AI app to your workspaceAI AutoPilot chat shows what it will change before it changes itA Gantt timeline for your boardsYour own task orderBetter email in the inbox: several recipients, quoted replies and forwardsWorkflows that stop when the job is doneGive team members access to specific projectsRicher client profiles, and an archive instead of delete[Read the release notes](https://workspace369.com/changelog/2026-08-31-august-2026-roundup/)
9. July 31, 2026 Calendar & bookingWorkflowsBilling & paymentsProjects, tasks & timeClients & CRM [July 2026: a rebuilt calendar, funnels, inventory tracking and workflows with test runs](https://workspace369.com/changelog/2026-07-31-july-2026-roundup/) 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. A rebuilt calendar with week, month, day and team viewsWorkflows that create tasks and reminders, with test runs and logsBuild and publish funnels that capture leads into your CRMTrack stock with adjustments, low-stock alerts and a movement historyInvoices and proposals that look the part, with a live previewWeekly timesheets with approvals[Read the release notes](https://workspace369.com/changelog/2026-07-31-july-2026-roundup/)
10. June 30, 2026 Workspace & teamBilling & paymentsProjects, tasks & timeProposals & contractsClients & CRM [June 2026: fine-grained team access, receipt scanning and notes that work like documents](https://workspace369.com/changelog/2026-06-30-june-2026-roundup/) Limit teammates to their own clients, bill tracked time in one step, scan receipts into expenses, and write notes with rich text, sharing and AI. Invite teammates quickly and limit them to their own clientsBill tracked time on an invoice in one stepScan a receipt and get the expense filled inProposals get their own homeNotes with rich text, images and AI on the pageShare notes with teammates or publish one as a public link[Read the release notes](https://workspace369.com/changelog/2026-06-30-june-2026-roundup/)
11. April 30, 2026 Proposals & contractsClients & CRMBilling & paymentsInbox & callsWorkspace AIProjects, tasks & time [March and April 2026: a new proposal builder, intake forms and project profitability](https://workspace369.com/changelog/2026-04-30-march-april-2026-roundup/) A visual proposal builder with deposits and tracking, several intake forms with an inbound API, profitability and AR aging reports, calls, and an AI knowledge base. Build several intake forms, each with its own design and follow-upA visual proposal builder with themes, deposits and trackingSee what each project earns and who owes you, by how late they areTexts, calls and voicemail next to your email, with transfer and analyticsTeach Workspace AI about your business with a knowledge baseA rebuilt products and services catalogFaster task boards: filter chips, search and kanban zoom[Read the release notes](https://workspace369.com/changelog/2026-04-30-march-april-2026-roundup/)

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