What’s New in TalleFlow — Team Clarity, Better Controls & Smarter Setup

✨ Project and task team assignments — Assign internal team members directly to projects and tasks so ownership is clearer and collaboration is easier to manage. ⏰ Project and task due date reminders — Get reminders before deadlines so important work is easier to track and less likely to slip. 🙌 Custom thank-you screens and safer attachments — Create a more polished post-submission experience while keeping tighter control over which project files stay internal or get shared with clients. 🤖 Smoother automation editing — Move through automation setup with less friction thanks to better node state handling and save behavior. 🏷️ Custom fields and project source tracking — Structure your business around the data that matters most with more flexible fields and clearer source tracking. Also shipped in this release 🔐 Personal settings and business permissions — Manage email addresses, sign-in methods, collaborator access, and role boundaries with more confidence and clarity. 📥 Equipment CSV import — Bring equipment inventory into TalleFlow from a spreadsheet instead of recreating every item manually. 📝 Rich text timeline notes — Format timeline notes with headings, lists, and links so shared event details are easier to read. ↕️ Drag-and-drop forms and questionnaires — Reorder fields and questions much faster without repetitive clicks. 👥 Better member visibility — See clearer member details, including joined time and last access context. 🔁 Faster duplication flows — Duplicate contact forms, packages, items, and inventory to set up repeatable work much faster. 🚀 Getting started and session management — Revisit onboarding guidance more easily and review active sessions when you need tighter account control.