Meet Walter, your studio AI — now his own workspace

• Walter has a dedicated home. A full chat experience (like a modern AI assistant) with a left rail for starting new chats and returning to past ones — your conversation history is saved.

• Walter sees more of your business. He can now read your bills, expenses, retainers, payments, and project financials, on top of projects, estimates, invoices, products, tasks, and contacts — and he re-checks thoroughly before ever saying a record can't be found.

• Walter acts on your email (coming soon! Still in development) When you're reading an email, Walter recognizes specific, applyable actions and lets you apply each one with a click:

  • Product status, lead time, and specs (dimensions, material, color, finish, pattern, product number)

  • All 8 procurement dates (ordered, shipped, delivered, installed, and more)

  • Tracking numbers and delivery/ship dates — as separate actions, no PO required

  • Detected pricing, offered as a review-only action that jumps you straight to the product's financials

  • Project notes and project tasks

• Walter remembers. Once an action is applied, it's remembered across your whole studio — so a teammate opening the same email sees it's already done. Every apply also writes a note on the email, a note on the product, and a product changelog entry for a clean audit trail.

• Feedback now lives neatly under Support.

Work In Progress — a major overhaul

Project Types (new)

• Define your own project types, each with its own ordered list of phases and an estimated duration per phase.

• New projects seed their phases from the type you pick — no more building the same phase list every time.

• Phase lists are soft-locked on typed projects to keep them consistent, with an explicit "add one anyway" override.

• When you add a new phase to a type, Workroom asks which existing projects should get it.

Gantt chart

• Draw dependencies by dragging from one task's finish edge onto another.

• Dependency lines are now drawn by relationship type (finish-to-start, start-to-start, etc.) with smooth curves, instead of one shared shape that made them all look alike.

• Critical path is now clearly visible via a contrasting outline.

• See the original timeline as a ghost bar to compare plan vs. actual.

• Redesigned bars, inline assignee avatars, a "today" marker, right-click quick actions, and a hover preview card.

• Edit start, end, and estimate right in the row — no need to open the task.

• Move a task to another phase from the row; a Show menu lets you toggle optional columns (status, priority, comments, attachments) and subtasks, remembered per user.

Kanban

• Rebuilt around fixed project swimlanes, with a "columns by" second axis.

• Cards show a combined status + tag pill, comment and attachment counts, and a customizable "show on cards" menu.

• Pinned-first lane order, per-lane collapse, and find-a-project.

Task tags (new)

• Create and manage task tags in WIP settings.

• Tag column in the table, tag selector in the task modal, tag pills on Kanban cards.

• Group by tag and search by tag.

Portfolio & Table

• Portfolio timeline auto-fits to your real project dates at every zoom, with a new day view and a tasks show/hide toggle.

• Table view groups nested under project, keeps its custom sort in saved views, and adds a per-row timer button.

• Phases with no tasks now appear instead of vanishing.

Contacts & Vendors — redesigned

• Cleaner, more compact list views for both contacts and vendors, with brand-green row highlighting.

• Contacts show client-portal status at a glance and a Projects count — click it to see and jump into each project.

• Vendors show account number, primary rep, and a login-credentials shortcut.

• Click any contact or vendor to open their full profile; quick edit and delete right on the row.

Projects

• Archive projects you're done with — they move to an Archived tab and out of your pickers, and can be restored anytime.

• Duplicate a project as a template — clones its phases, tasks, and subtasks, keeps the relative spacing between dates, and re-anchors the whole schedule to a new start date. Choose whether to keep assignees.

Imports

• Task import now supports a rich template (assignee, start/end/duration, priority, estimated hours, status, tag), a column-mapping screen so your own spreadsheet layout works, and resolves assignees, statuses, and tags by name.

• Timelog CSV import accepts common spreadsheet date formats and now shows clear errors instead of silently importing nothing.

Payments & Billing

• Invoices and estimates now charge in the project's currency (e.g. Canadian dollars) instead of defaulting to USD.

• The payment screen shows the correct currency symbol and code consistently — no more "C$ … USD" mismatches — and the Cancel/Done buttons work as expected.

• Fixed the "Connect Stripe" button, which previously led to a dead page.

Security & reliability

• Client portal codes are now encrypted at rest, with login lockout after repeated failed attempts.

• Changes now appear automatically across the app — contacts, vendors, projects, timelogs, and products refresh on save and when you return to the tab, so you rarely need to hit refresh.

• Smarter duplicate-timelog protection, team pickers no longer list the workspace owner twice, and email open-tracking now works reliably.