TaskFino

PROJECT X Release Notes

Overview

This release focuses on intelligence and insights, transforming the dashboard into a powerful command center. We've introduced a suite of new, interactive widgets that provide real-time overviews of leads, agreements, tasks, assets, and finances, all clickable for deeper exploration.

New Features & Functional Updates

New Dashboard Widgets:

  • Lead Management: Status and Contact Status widgets.
  • HR & Calendar: Upcoming Holiday widget.
  • Finance & Legal: Agreement Renewal tracker.
  • Task Management: Beautified Task Summary widget.
  • Asset Management: Asset Summary widget.
  • Personal Productivity: Filterable and clickable Personal Task Summary.
  • Financial Overview: Income & Expense widget.
  • Project Overview: Project widget.

Bug Fixes & UI/UX Improvements

  • Interactivity: All new widgets are filterable and clickable, drilling down into detailed views.
  • UI Beautification: Enhanced the visual design of the Task Summary and overall dashboard layout.

Modules Affected

  • Dashboard
  • Lead Management
  • Task Management
  • Asset Management
  • Accounts & Finance
  • Calendar & Holidays
  • Frontend UI Components

Thank You

We appreciate the continued collaboration, feedback, and support from all stakeholders, users, and team members. Your input helps us move faster, smarter, and closer to delivering the best possible experience. Thank you for being part of our journey! - The Project X Team