# Workspace & team updates

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

Canonical: https://workspace369.com/changelog/area/workspace/
Last updated: 2026-11-12

Workspace369 shipped 21 Workspace & team updates; the latest, on November 12, 2026, is [The web app opens faster: sign-in is there almost at once](https://workspace369.com/changelog/2026-11-12-web-app-opens-faster/).

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

1. November 12, 2026 Workspace & team [The web app opens faster: sign-in is there almost at once](https://workspace369.com/changelog/2026-11-12-web-app-opens-faster/) The sign-in and sign-up screens now appear almost at once, and on most computers the app downloads less than half as much on a first visit. The sign-in screen is there almost at onceA lighter web app, with a much smaller first download[Read the release notes](https://workspace369.com/changelog/2026-11-12-web-app-opens-faster/)
2. November 9, 2026 Workspace & team [Vote on what we build next, and suggest your own, in the Roadmap](https://workspace369.com/changelog/2026-11-09-roadmap-submit-and-vote/) Settings → Help & about → Roadmap shows what is planned, in progress and shipped, lets you vote on ideas and suggest your own. Other members never see who posted or voted. See what we're building, vote on ideas and suggest your own[Read the release notes](https://workspace369.com/changelog/2026-11-09-roadmap-submit-and-vote/)
3. November 9, 2026 Workspace & team [Continue with Google on login and sign-up](https://workspace369.com/changelog/2026-11-09-continue-with-google/) Sign up or log in with your Google account in one step, and use Google with the account you already have. Continue with Google[Read the release notes](https://workspace369.com/changelog/2026-11-09-continue-with-google/)
4. November 5, 2026 Workspace & team [Hide sidebar pages you don't use](https://workspace369.com/changelog/2026-11-05-hide-sidebar-pages/) Hide any page from the sidebar with a right-click or long-press. Hidden pages wait in a collapsed Hidden group and still open, and your choice follows you across devices. Hide the sidebar pages you don't use[Read the release notes](https://workspace369.com/changelog/2026-11-05-hide-sidebar-pages/)
5. November 1, 2026 Billing & paymentsWorkspace & team [Reports now opens with your key figures](https://workspace369.com/changelog/2026-11-01-reports-hub-at-a-glance/) The Reports page now starts with an At a glance strip of net income, cash, owed to you and to pay on Commander and up, then lists every report in a quiet two-column index. Reports opens with your key figuresCustomize Dashboard opens Home's editor[Read the release notes](https://workspace369.com/changelog/2026-11-01-reports-hub-at-a-glance/)
6. November 1, 2026 Clients & CRMWorkspace & teamClient portal [Merge lead sources, pick any accent color, and see when a portal can't open](https://workspace369.com/changelog/2026-11-01-merge-lead-sources-custom-accent-colours/) Merge one lead source into another, set a custom hex accent color in Appearance, and see a notice when you share a portal with a client who has no email to sign in with. Merge one lead source into anotherPick any accent color, not just the presetsKnow when a client can't open their portal[Read the release notes](https://workspace369.com/changelog/2026-11-01-merge-lead-sources-custom-accent-colours/)
7. November 1, 2026 Clients & CRMWorkspace & team [Add a lead source while you create a client, and see your current plan](https://workspace369.com/changelog/2026-11-01-add-lead-sources-from-the-client-form/) Type a new lead source in the client form and it is created and selected on the spot. The plans screen now marks your current plan and shows whether you pay monthly or yearly. Add a lead source while you create a clientSee your current plan at a glance[Read the release notes](https://workspace369.com/changelog/2026-11-01-add-lead-sources-from-the-client-form/)
8. November 1, 2026 Workspace & teamClients & CRM [Try a sample client, proposal and invoice, and remove them in one tap](https://workspace369.com/changelog/2026-11-01-try-a-sample-client-proposal-and-invoice/) On the first-client step of a new trial, one tap adds a sample client, draft proposal and draft invoice to explore, and Home removes them in one tap when you are ready. A sample client, proposal and invoice to explore[Read the release notes](https://workspace369.com/changelog/2026-11-01-try-a-sample-client-proposal-and-invoice/)
9. 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/)
10. October 30, 2026 Workspace & team [The new Home is now the default on the web](https://workspace369.com/changelog/2026-10-30-new-home-default/) On the web, everyone now opens to the new Home: what’s overdue, what needs you and today’s plan in one place. (Changed Oct 31: it’s now the only Home.) The new Home opens for everyone[Read the release notes](https://workspace369.com/changelog/2026-10-30-new-home-default/)
11. October 24, 2026 Workspace & teamCalendar & bookingProposals & contractsWorkspace AI [Setup now builds your booking page and starts your first proposal from your services](https://workspace369.com/changelog/2026-10-24-setup-booking-page-and-starter-proposal/) Guided setup now makes a live booking page in one step and starts your first proposal from your services, and new AI access tokens show exactly where to paste them. Make your booking page during setupStart your first proposal from your servicesNew access tokens show where to use them[Read the release notes](https://workspace369.com/changelog/2026-10-24-setup-booking-page-and-starter-proposal/)
12. October 23, 2026 WorkflowsWorkspace & team [Ask clients for reviews automatically, and import from five more tools](https://workspace369.com/changelog/2026-10-23-review-requests-and-imports/) Save your review page link once and let a workflow email it after each appointment, and bring your data over from HoneyBook, Dubsado, Bonsai, 17hats or Moxie with AI Import. A review link and an Ask for a review workflowAI Import recognizes HoneyBook, Dubsado, Bonsai, 17hats and Moxie[Read the release notes](https://workspace369.com/changelog/2026-10-23-review-requests-and-imports/)
13. October 19, 2026 Workspace & teamBilling & payments [Locked features now show what they do, and unsaved work is easier to recover](https://workspace369.com/changelog/2026-10-19-upgrade-prompts-and-safer-drafts/) Locked features now show a preview and the plan that includes them, plan limits show your real usage and the next plan, and unsaved work is easier to recover. Every locked feature explains itself before you upgradeLocked reports and actions now say which plan has themHitting a plan limit shows your usage and the next stepUnsaved work stays quiet until it needs you[Read the release notes](https://workspace369.com/changelog/2026-10-19-upgrade-prompts-and-safer-drafts/)
14. October 16, 2026 Workspace AIWorkspace & team [Approve what connected AI apps send, link to any settings page, and try the new Home](https://workspace369.com/changelog/2026-10-16-ai-approvals-linkable-settings-new-home/) Messages that Claude, ChatGPT or another connected AI wants to send wait for your approval, settings pages get their own web links, and a new Home arrives, now the only Home. Approve what a connected AI app wants to sendEvery settings page has its own web addressA new Home you can switch on[Read the release notes](https://workspace369.com/changelog/2026-10-16-ai-approvals-linkable-settings-new-home/)
15. October 8, 2026 Workspace & team [Guided setup that starts with your first client, and a theme for each workspace](https://workspace369.com/changelog/2026-10-08-guided-setup-and-per-workspace-themes/) New workspaces get a step-by-step setup card on Home, and each workspace you belong to can have its own light or dark mode and accent color. Set up one step at a time, starting with your first clientA different theme and accent color for each workspace[Read the release notes](https://workspace369.com/changelog/2026-10-08-guided-setup-and-per-workspace-themes/)
16. October 1, 2026 WorkflowsWorkspace & team [Workflows get decisions, waits and drafts, and unsaved work is kept on your device](https://workspace369.com/changelog/2026-10-01-workflows-decisions-and-device-drafts/) Add decision steps and waits to workflows, test before going live, edit live workflows through a draft, and recover work you were typing when the connection dropped. Decisions, waits and business hours in workflowsEdit a live workflow without breaking itInterrupted work is kept on your device[Read the release notes](https://workspace369.com/changelog/2026-10-01-workflows-decisions-and-device-drafts/)
17. 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/)
18. September 28, 2026 Workspace & team [Settings reorganized into groups with search, and text size per device](https://workspace369.com/changelog/2026-09-28-settings-redesign-and-text-size/) Every Settings page now follows one layout with grouped navigation and search, and your phone and your computer each remember their own text size. One layout for every Settings pageText size is remembered separately on phones and larger screens[Read the release notes](https://workspace369.com/changelog/2026-09-28-settings-redesign-and-text-size/)
19. September 27, 2026 Proposals & contractsClients & CRMWorkspace & team [Contracts, Requests and Team pages redesigned, with forms you can embed](https://workspace369.com/changelog/2026-09-27-contracts-requests-and-team-invites/) Contracts get templates, countersigning and reminders, Requests get a form builder and embed codes, and inviting teammates and buying seats is simpler. Contract templates, countersigning and remindersA Requests table and a visual form builderInvite teammates and add seats in one place[Read the release notes](https://workspace369.com/changelog/2026-09-27-contracts-requests-and-team-invites/)
20. 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/)
21. May 31, 2026 Inbox & callsWorkspace & team [May 2026: email in your inbox, multiple phone numbers and clearer team permissions](https://workspace369.com/changelog/2026-05-31-may-2026-roundup/) Write and preview email from the inbox, run several email addresses and phone numbers, delete and block safely, and set team permissions with role presets. Write, preview and send email without leaving your inboxSeveral email addresses, each with its own auto-replyDelete, mute and block without losing anything by accidentUse more than one phone number for texts and callsSet what each team member can do with role presets[Read the release notes](https://workspace369.com/changelog/2026-05-31-may-2026-roundup/)

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