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  • Product Updates 2021

July 2021

Written by Avery Simmons

Updated at August 10th, 2021

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Table of contents

    July 2021

    Release Notes for July 2021

    These release notes are meant to give an overview of new features and/or enhancements launched in the month of July.

    What's New for Practice Management

    Budgeted Time on Tasks

    Description: When creating tasks or task templates, users can now input a Time Budget for the task, to give team members insight into how much time each task should require. Time budgets allow for a better understanding of how efficiently time is being spent across your firm.
    Learn more:
    • Create a Task
    • Create a Task Template



    Global Inbox Sharing

    Description: Users can now share their inbox with team members by simply flipping a toggle. 
    Learn more:
    • Set up a shared email account

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