Product Updates
SEPT Week 1 product updates
Calendar sync, Stacks notes, Tasks, Admin, Collab, VA Tools, settings, and workspace improvements.
Calendar
- Google Calendar integrations now group calendars by connected account so users can tell which email owns each calendar.
- Primary Google calendars appear in the Calendar module by default, while extra calendars can be toggled on from the integration modal to keep busy accounts tidy.
- Integrated calendar accounts now use collapsible account panels, account-level disconnect actions, and clearer confirmation messaging before removal.
- Calendar sync now checks connected calendars every 10 seconds in the background, with a subtle once-a-minute syncing motion so users know the calendar is still doing its job.
- Google Calendar event imports now page through larger calendars more reliably, report sync errors more clearly, and avoid silently missing busy calendars.
- Two-way sync now compares the newest event update before applying changes, so ClientFive and Google Calendar are less likely to overwrite the freshest edit.
- Calendar event creation and editing now uses faster optimistic updates so saved events appear in the interface right away while the backend finishes syncing.
- Weekly view is now the default Calendar view unless a user chooses a different default in Preferences.
- Calendar event blocks now show a modern hover card with the full event title, time, calendar, location, details, and clickable Zoom or Google Meet links.
- The T shortcut jumps Calendar back to today, while N keeps the current view and scrolls to the pulsing now line with a quick focus animation.
- The Calendar module includes a more noticeable pulsing now indicator, circular calendar check controls, improved account menus, better dropdown positioning, sticky side-panel controls, and a help tooltip for two-way sync.
Integrations
- Google Calendar connection flows now keep successful integration confirmation visible until the user chooses to continue to Calendar.
- Pro users can connect multiple Google accounts and add more than the free calendar limit when premium access is active.
- Calendar integration settings now show each connected account email instead of generic account labels.
- ClickUp imports now preserve tags, latest comments, and more recurring-task details so imported task lists match the original ClickUp schedule more closely.
- Custom ClickUp repeats, including weekly weekday rules and limited repeat counts, are now recognized during import instead of falling back to a plain one-time due date.
Workspace
- Calendar, Tasks, Collab, VA Tools, mobile navigation, and shared workspace surfaces received UI refinements for cleaner scanning and more consistent controls.
- Several premium VA Tool experiences, SEO workflows, web development tool pages, and sidebar/mobile navigation updates were added or refreshed.
- Task targeting, task points, recovery flows, MFA screens, and account deletion support received backend and interface updates.
Account security
- Password reset now uses a branded reset experience with clearer expired-link handling and reset confirmation messaging.
- Password updates include confirmation checks, in-app success confirmation, and security alert emails when configured.
- Authenticator-based 2FA is available from Settings under Security and works with standard TOTP authenticator apps.
Settings
- The Settings modal has been refreshed with a slimmer layout, mobile-friendly panels, and consistent ClientFive controls.
- Profile photos can now be changed directly from the avatar edit icon, with uploads capped at 5MB for all users.
- Accounts that use only Google sign-in now see clearer password setup guidance, while password users can connect Google for faster sign-in.
- Pro access checks now recognize approved owner accounts consistently across Tasks, Settings, themes, and pet customization.
Preferences
- Preferences now use compact one-row controls for currency, timezone, availability, sounds, typography, and accessibility.
- Navigation preferences can show, hide, and reorder extra modules across desktop and mobile.
- Pro typography controls are available for workspace font customization, while free users see the Pro upgrade offer.
- ClientFive Pets are available from Settings, with free and premium pet choices, custom names, and a keyboard shortcut for quick encouragement.
Admin
- A private Admin module is now available only to the CEO account, with lifecycle email journey visibility and high-level business controls.
- Admin includes lifecycle email journeys for free users and Pro subscribers, including welcome flows, Pro education, and unsubscribe support.
- Business Log has been added for scheduled CEO summary reporting so leadership can review daily business context and action items.
Collab
- Collab message sending, deletion permissions, delete confirmations, and real-time message visibility have been improved for smoother team communication.
- The message composer is easier to focus, supports drag-and-drop file attachment states, and shows clearer upload guidance for free users.
- Channel member settings now use a cleaner actions menu for admin promotion and member removal controls.
Tasks
- Task filters now support cleaner Basic, Advanced, and Pro Grouped Logic views with modern dropdown styling and preset saving.
- Nested subtasks now have optional vertical guides to make deeper task hierarchy easier to scan without overwhelming the page.
- Task context menus now include list assignment, duplicate, archive, delete, and view-level controls with smoother hover behavior.
- Parent task deletion now explains what happens to subtasks before moving the task to Trash.
- Recurring tasks now show a repeat indicator in the task name row, and imported ClickUp recurring tasks display their recurrence state in the list.
- The due-date picker now opens on today when no due date is set, opens on the assigned date when one exists, and keeps the target date visible instead of hidden above the calendar.
- The recurring-date calendar now uses one continuous scroll with a sticky month header, tiny month markers on boundary days, and softer theme-colored recurrence previews.
- Custom recurrence editing now supports daily, weekly, monthly, yearly, and custom schedules, including weekday selection, repeat limits, create-next-task, recur-forever, and status update controls.
- Task rows now display ClickUp tags as small washed theme-colored pills beside the task name.
- Task status pills, delete confirmations, three-dot menus, and popup sizing were simplified so controls feel quieter and are less likely to be clipped.
- Task fields now highlight their full editable territory on hover, making it clear where to click for direct edits, date pickers, status menus, and other field-specific controls.
- Grouping now supports one selected field at a time, including Status and custom fields, with a separate Ascending or Descending selector that stays open while the task results update in the background.
- Task rows now keep a readable title preview when the Task column is narrowed, while status controls retain their compact, consistent sizing and weight.
- Folder and list breadcrumbs now show the current hierarchy from All Tasks, with each segment using its assigned icon and staying hidden in focus mode.
- Folders and lists now preserve their saved type and parent relationship across refreshes and imports instead of changing from one container type to the other.
- The folder and list icon picker now includes a broader catalog, keyword-based icon suggestions for searches such as Run and Sprint, and a text field that accepts any system-picked or pasted emoji.
- Tag creation and editing now supports preset colors, premium gradient previews, and color changes directly from the tag menu.
Stacks
- Stacks has been redesigned into a three-column notebook, notes, and rich editor workspace inspired by focused note-taking tools.
- Users can create notebooks, subnotebooks, notes, and subnotes, with card and list views, notebook covers, context menus, and hierarchy-aware navigation.
- Stacks now includes focus mode, note toolbar actions, note version history, standalone note pages, and richer editing with slash-command style formatting options.
- Pinned notes now sit in their own section above regular notes, and multiple notes can be pinned, unpinned, deleted, duplicated, moved, renamed, exported, or copied from the note menu.
- Stacks search now opens a full results page over the notes and editor area while keeping the notebook panel available, with Command-click and Shift-click multi-select support.
- Search results now support deleting selected notes, Escape clears the selection before closing search, and clicking a notebook exits search back to the normal Stacks workspace.
- Stacks export now includes functional Text, HTML, PDF, and Markdown options with an UpNote-inspired export modal.
- Pasted bullet and nested-list formatting from UpNote now keeps visible list markers and indentation in the Stacks editor.
- Stacks search still scans notebooks, subnotebooks, notes, and note content, and Quick Access lets users star important Stacks items for faster return.
- Deleting a parent notebook now promotes its subnotebooks upward instead of deleting them with the parent.
VA Tools
- Image Converter has been simplified with a cleaner conversion flow, progress stages, format help, and automatic download actions after conversion.
- Pro Image Converter users see unlimited conversion access while free users keep the batch limit clearly visible.
- New SEO and web-development tool areas were added for keyword research, URL extraction, competitor research, and related workflows.
Clients
- Clients received early structure updates for Active, Potential, Inactive, and Archive views.
- Client cards now use a cleaner three-dot action menu for delete and archive controls, with clearer confirmation before removal.