Updates for all Tooling Studio products

This release connects Kanban Tasks and Sales CRM more directly, so it is easier to keep work and customer context together without losing your place.

What's New

• Link Tasks with Contacts and Organisations: Connect tasks to the right CRM records so related work stays attached to the people and companies it belongs to.
• Create CRM Records from a Task: If the contact or organisation you need does not exist yet, you can create it directly from the task flow.
• Faster Linking with Recent Items: Link dialogs now surface recent items first, making repeat actions much quicker.

Improvements

• Better Linked Record Navigation: Opening linked tasks, contacts, and organisations now takes you to the right place more reliably.
• Cleaner Linked Item Views: Linked chips, overflow states, and CRM detail layouts are easier to scan and manage.
• Smoother Task Creation Pickers: Board and list dropdowns now behave more predictably when you switch between them or click outside.

Reliability

• Better Large Contact Search: Contact search behaves more smoothly when your CRM has a larger list of records.

This release makes planning and navigation feel smoother across Tooling Studio, with Google Calendar support, clearer first-time setup, and a round of polish on notifications and mobile menus.

What's New

• Google Calendar Support: Bring calendars closer to your workflow so planning and follow-up feel more connected inside Tooling Studio.
• Better First-Time Setup: New users now get a more helpful starting point with clearer onboarding and a better default board setup.
• More Helpful Starter Content: New boards now feel less empty, so it is easier to understand how Tooling Studio works from the start.

Improvements

• Smoother Notification Navigation: Going from a notification to the right task or board now feels more reliable.
• Better Mobile Menus: Task actions, toasts, and menus behave better on smaller screens.
• Cleaner Editing Experience: Ordered lists and longer content behave more predictably when writing notes and descriptions.

This release improves Get Work Done so it is easier to focus, filter, and move through work across teams and boards.

Get Work Done Improvements

• Assigned and Mentioned Views: Important work is easier to find, especially when you are juggling tasks across multiple boards.
• Better Filters: Team, board, and tag filters now make it easier to narrow large workloads without losing context.
• Clearer Task Context: Board and task details are easier to scan, so you can understand where work belongs at a glance.

Sharing & Navigation

• Easier Share Links: Sharing tasks, contacts, and organisations is more straightforward.
• More Stable Navigation: Refreshing, switching tabs, and moving around GWD feels more reliable than before.

Polish & Performance

• Smoother Layouts: Sidebars, headers, and task views feel cleaner and more consistent.
• Less Friction in Daily Use: We made a range of smaller fixes to reduce visual glitches and make work feel faster day to day.

This release gives teams more ways to organize ownership in Sales CRM and makes records easier to scan and manage.

What's New

• Assignees in CRM: Assign people to CRM records so ownership is clearer across your pipeline.
• Assignee Filters: Narrow contacts and organisations by owner to focus on the right work faster.
• Better Table Visibility: Tags, assignees, and key details are now easier to scan in CRM tables.

Improvements

• Clearer Record Views: Contact and organisation layouts were improved so important details are easier to find.
• Stronger Team Flows: Switching between Kanban Tasks and CRM feels more reliable.
• Better Everyday Reliability: We fixed a range of smaller issues around dialogs, tags, menus, and record management.

This release makes Sales CRM much more practical for day-to-day team use, with richer records, clearer history, and faster ways to bring data in.

What's New

• File Attachments: Add files directly to CRM records so important context stays attached to the work.
• Activity History: See changes around files, board moves, and other key actions more clearly.
• Mentions in Descriptions: Bring teammates into the conversation without leaving the record.
• CSV Import: Import contacts and organisations more easily in bulk.

Improvements

• Created By Visibility: It is easier to see who created a record.
• Clearer Record Location: CRM items now give better context about where they live in boards and lists.
• Better Detail Views: We improved layouts and interaction details to make CRM feel more complete and easier to use.

This release focuses on smoother day-to-day workflows across the extension and shared workspaces.

Extension Improvements

• Clearer App Separation: Kanban Tasks and Sales CRM now feel more distinct in the extension, making it easier to move between the two experiences.
• Better Route Handling: Opening the right place from Gmail and other entry points feels more reliable.

Team Workflow Improvements

• Search Team Members Faster: Finding people in team and assignment flows is now easier.
• Add Related Records More Easily: When you do not find the contact or organisation you need, you can create it more naturally from the flow you are already in.
• Faster Setup: Board duplication and other workflow improvements make it easier to get a team up and running.

This release expands Sales CRM beyond individual contacts with full support for organisations and linked records.

Organisations in CRM

• Create and Manage Organisations: Add, edit, and organize organisations directly inside Sales CRM.
• Link Contacts and Organisations: Keep related records connected so context is easier to follow.
• Use Organisations on Boards: Organisations can now appear in boards and related CRM workflows.

Better Relationship Management

• Open Related Records Quickly: Move between contacts and organisations more naturally from detail views and linked chips.
• Comments and Details for Organisations: Keep notes, conversations, and supporting details attached to the right company record.
• Support for Multiple Links: Contacts can now be connected to more than one organisation where needed.

Improvements

• Search and Table Updates: Organisations are easier to find, scan, and work with.
• Better Follow-Up: Website handling, notifications, and related interactions were improved to reduce friction.

This release improves some of the everyday details that make Tooling Studio feel easier to trust and easier to use.

What's Improved

• More Reliable Sign-In: Standalone and embedded login flows now feel smoother and more dependable.
• Broader File Support: Attachments now support more file types, giving teams more flexibility in the files they keep with their work.
• Clearer Activity History: File-related activity is easier to understand, so teams have better visibility into what changed.

For Teams

• Better Ownership Visibility: More areas now show who created a record or action.
• Stronger Notifications: Team activity and follow-up cues feel more useful and easier to track.

This release introduces collaborative boards in Sales CRM, letting entire teams manage leads together inside Google Workspace.

Shared CRM for Teams

• Real-time Shared Boards: Create a team, invite colleagues, and work on the same Kanban-style pipeline—every change syncs instantly.
• One-way Google Contacts Import: Pull your contacts from Google Contacts; edits in CRM don’t overwrite the originals. Easily sync it to your shared teams.
• Notes & Comments: Add context to every lead so the whole team stays on the same page.
• Simple, Fair Pricing: Personal boards stay free; Shared Boards are included in the new Sales CRM Teams plan at $5 per user/month—matching Kanban Tasks Teams.

Looking Ahead

Custom fields, dedicated organizations, a dedicated deals view, and basic reporting are already in development—stay tuned for upcoming releases.

This release launches our Sales CRM in Personal Beta, bringing pipelines to your Google Workspace alongside Kanban Tasks.

Sales CRM Personal Beta

• Google Contacts Sync: One-way import from Google Contacts to populate your CRM in seconds.
• Visual Pipeline: Drag-and-drop Kanban board for tracking leads and deals.
• Rich Contact Details: Add notes, comments, activity logs, and basic custom fields.

Availability

• Personal Beta: Available now for individual use.
• Teams & Shared Boards: Coming Q2 2025—stay tuned for collaborative features.

This release brings improved checklist functionality and stability fixes.

Better Checklists

• Drag-and-Drop Reordering: Easily prioritize sub-tasks by dragging items.
• Completed Items Auto-Sort: Checked items move to the bottom, keeping active items at the top.
• Smart Paste: Paste bulleted, numbered, or markdown lists to create separate checklist items.

Bug Fixes & Performance

• Miscellaneous bug fixes and minor performance improvements for greater stability and reliability.

Looking Ahead

• Upcoming speed improvements for switching between Tasks, Mail, Chat, and Meet.
• New third-party integrations coming soon.
• Sales CRM launch is on the horizon—join the waitlist for early access and a gift.

This release makes Kanban Tasks faster than ever and previews our upcoming Sales CRM.

Speed & Performance

• Significantly improved responsiveness across Tasks, Mail, Chat, and Meet.
• Smoother, more reliable interactions when switching between features.

Sales CRM Launch

• First version of our Sales CRM is launching soon.
• Join the waitlist at https://tooling.studio/sales-crm.
• Early adopters receive a special gift.

What's Next

• Further speed optimizations for even quicker feature switching.

This release simplifies our pricing structure and adds powerful search capabilities.

What's Changed

• Personal boards are now completely free with unlimited boards, lists, tasks, tags, attachments, and more—no paywalls.
• Retired multiple premium tiers in favor of a single Premium Teams plan for shared boards and advanced collaboration.
• New universal search: press Cmd+K (Mac) or Ctrl+K (Windows) to instantly find boards and tasks.

This month’s release focuses on streamlining your workflow with new features, enhanced functionality, and important bug fixes. Let’s explore:

Updates & Improvements

Unique Colors for Tags

Tags now have unique, restricted colors to ensure every tag stands out visually. This improvement enhances clarity and helps you categorize tasks more effectively.

Filtering for Shared Boards

Easily filter tasks on your shared boards! Start with filtering by assignee, and soon, you’ll be able to filter by tags and other options for a more organized view of your team’s tasks.

Seamless Text Copying

Preserve formatting effortlessly! When copying paragraphs from websites or other sources, the cursor will now correctly maintain line breaks, ensuring a clean and accurate paste.

Server Improvements for Stability and Reliability

We’ve upgraded our server architecture to enhance stability and reliability. These improvements ensure faster response times and a smoother real-time experience, especially for teams collaborating across regions. We’re still continuing to improve our servers and hope to share some improvements for multi-region teams soon.

Bug Fixes and Improvements

Team Invites Issue Fixed

Resolved a bug where some users faced issues when inviting team members.

Auto-Save Smoothness Improved

Fixed a flickering issue with the auto-save feature, ensuring a more seamless experience when editing task descriptions.

Additional Fixes:

• Resolved a bug with pasting text adding unnecessary line breaks.
• Fixed subtask opening issues in the Get Work Done (GWD) board.
• Addressed tag-related sequelize errors for better tag management.

Working On

In-App Notifications

A new notification bell is coming soon! You’ll see updates like task assignments, team invites, and comments right within Kanban Tasks. Customize notification settings in a new Notifications tab to choose your own settings.

Streamlined Subscription Management

We’re revamping the subscription workflow for a smoother experience when managing renewals, upgrades, or cancellations. Stay tuned for a more user-friendly process.

Adding Links as Attachments

Attach not just files, but also links directly to your tasks. Perfect for referencing documents, articles, or any web-based resources alongside your tasks.

Drag-and-Droppable Checklists

Checklists are about to get even better! We’re working on making checklist items drag-and-droppable, giving you more flexibility to organize and prioritize subtasks.

Thanks for being part of the Kanban Tasks community! We’re excited to keep enhancing your Google Workspace experience. Have feedback or feature requests? Let us know—we’d love to hear from you!

We're excited to share the latest updates in Kanban Tasks, including new features, improvements, and bug fixes to streamline your experience and make team collaboration even easier.

Updates & Improvements

Auto-Save for Descriptions

Descriptions now auto-save! No need to hit 'Save' after editing. This update ensures your notes and comments are saved automatically, keeping you focused without extra clicks.

Generative AI for Checklists

Kanban Tasks now uses Generative AI to help update your checklists. Based on your task's title and description, the app can suggest checklist items, saving you time on planning and organizing. More is coming soon!

Create Tasks from Emails

Drag-and-drop functionality to add tasks from your Gmail is now even smoother. You can seamlessly add tasks from your email directly to team boards, enhancing your workflow.

Moving Tasks Across Teams

If you're part of multiple teams, you can now move tasks from one team board to another with ease. Tasks are added to the first list in the target team's board, streamlining cross-team task flow.

Improved Sign-In Flow

The login experience for both Kanban Tasks and the Chrome plugin has been refreshed for better usability, including error handling to guide you through any login issues.

User Onboarding Enhancements

New users will now see tooltips on their first board, guiding them through creating tasks and lists, along with drag-and-drop tips to help them get started quickly.

Checklist UX Update

When you hit 'Enter' while creating a checklist item, the next item opens automatically, allowing for faster checklist entry. This lets you build out checklists without breaking your workflow.

Task Reminders Emails

Tagged users now get reminder emails for tasks due today, helping you stay organized on both Personal and Team boards. Emails are sent daily before 8 AM in your own timezone.

Enhanced UI/UX for the 'Get Work Done' Board

Feeling a bit lost with the GWD board on your first login? We've revamped its UI/UX with a new description box that clarifies its purpose and guides you on filling the 'Todo Today' and 'Todo This Week' lists.

Bug Fixes

Drag-and-Drop Performance Fix

Resolved a bug affecting the drag-and-drop functionality for a smoother and more reliable experience.

Checklist Auto-Save

Checklist items now auto-save correctly when clicking outside the item, ensuring no checklist progress is lost.

UI Fix for Task Panel Display

Addressed an issue where the task button panel could sometimes obstruct other interface elements.

Working on:

Boosting Real-Time Performance

Our DevOps team is improving server setup across multiple regions to make Kanban Tasks faster and smoother in real time around the globe 🌎. More news soon!

Board Filtering

We're working on adding the Filter feature so you can filter tasks on your shared boards based on who is assigned to the task. Later on, we'll expand with tags and other filter options.

Thanks for being part of the Kanban Tasks! We're always improving to make task management in Google Workspace better. Have any requests or fixes? Email us!