What's new in Toadflow

A new Whiteboards tab gives every project a place to think out loud.

• Draw what's hard to write — shapes, sticky notes, arrows, free drawing, text and pasted images, on an open canvas for brainstorms, flowcharts, sitemaps and wireframes
• Saved automatically — every change is kept as you go; if two people edit the same board at once, nothing is overwritten and you can keep your version as a copy
• Share with clients when you're ready — boards are team-only until an admin marks one as visible to clients, who can then view it but not edit
• Export — download a board as PNG or SVG
• Per plan — 3 whiteboards per project on Starter, 10 on Team and 30 on Business

A big batch of features for the way teams actually run projects day to day.

• Custom tables — a new Tables tab on every project for clients, vendors, work logs or anything else that isn't a task. Text, number, date, checkbox and dropdown columns, ready-made templates, search and filters, CSV import and export, and PDF export
• Calendar events and new views — add timed events that stay off the board, and switch between month, week and agenda views
• Search with Ctrl+K — find projects, tasks, discussions, files, folders, tables and events from anywhere in a workspace
• Reminders — assignees get notified when a task is due tomorrow, due today or overdue, and you get a nudge shortly before an event you created starts
• Assignment notifications — know the moment someone assigns you a task
• Budget reports — export a project's filtered transactions as a PDF, and record amounts to the cent
• Activity and Performance — search and filter the activity log, and see completed tasks, on-time rate and average completion time per member
• Works on your phone — the whole dashboard now adapts to small screens

The budget tracking most agencies were doing in a spreadsheet next to Toadflow now lives inside it.

• Log income and expenses against a project's budget and see net and remaining at a glance
• A workspace-level budget overview rolls up every project's numbers in one place (Admin-only)
• Pick the currency your workspace works in instead of a fixed default
• A "Save changes" button on workspace settings, so you always know your changes actually saved
• Archive a discussion the same way you can archive a project — hide it from the active list without deleting anything, with pagination on longer discussion and budget lists

Two pieces of housekeeping for workspaces that have been running for a while.

• Archive a project you're done with instead of deleting it — it disappears from your active list but stays fully intact and reachable, and an admin can unarchive it anytime
• Every workspace now shows its file storage usage against a quota in Settings

A round of simplification: one fewer role to reason about, and workspace and project pages that now look and behave the same way.

• Removed the separate "Owner" role — every Admin now has equal, full access to a workspace
• The workspace overview page now matches the project page's layout, with project management actions consolidated into the Settings tab

The access-control foundation that everything else in Toadflow builds on.

• Workspace roles: Admin, Member and Client, with an editable member list and confirmation dialogs before anything destructive
• A dedicated Settings tab per project (name, description, delete) restricted to Admins
• Projects now have their own member list — Members and Clients need to be explicitly added to a project before they can see it, so a Client only ever sees the projects meant for them
• Tasks can have more than one assignee at a time

Discussion got a proper home, and writing anything in Toadflow got a lot nicer.

• New message board: titled posts, freeform categories, and threaded replies with unread badges
• Each message now has its own dedicated page, so long discussions are easy to link to and revisit
• A rich text editor (bold, headings, lists, links, quotes, code) for task descriptions, messages and replies, including @mentions in replies
• Every icon across the app switched from placeholder text/emoji to a consistent icon set

The first version of Toadflow: workspaces, projects, and a Kanban board to run them on.

• Create a workspace, invite teammates by email, and organize work into projects
• Kanban board with drag-and-drop task cards across To Do, In Progress and Done
• Comments on tasks, with in-app notifications when you're mentioned or commented on
• File attachments on projects and tasks
• List and calendar views, and a "My Tasks" page grouping everything assigned to you by due date