Open20+

General Feature

Multi-Workflow Support for Projects

4

Improvement

Your Own Branded Workspace URL

3

General Feature

Morning Recap Email

3

General Feature

“Booked!” Moment Animation

2

General Feature

Configurable custom field layout with tab and field group management

2

General Feature

Trade-as-payment ledger tracking

2

Improvement

Upload a file directly into a project note

2

General Feature

Integrate with Photobooth talk

2

General Feature

Connect TaxJar to automatically calculate and file sales tax for every order

2

General Feature

Show sold packages, add-ons, and equipment kits together on the event

1

General Feature

Create Mood board and share with my clients

1

General Feature

Countdown timer for email marketing

1

General Feature

Dark mode for the document editor tool

1

General Feature

JSON Formatting Rules + Documentation Update

1

Improvement

Send tip option as a separate email/notification to a client.

1

Improvement

Improved JSON Import Error Handling + Validation

1

General Feature

Form + Document Debugging Mode (Advanced)

1

1

General Feature

JSON Template Library (Starter Schemas + Importable Examples)

1

Improvement

Sling Integration (Scheduling/Shift Creation)

1

General Feature

Allow me to change "Projects" to something else like "Events"

1

1

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Under Review13

Improvement

Multi-day event support with per-day activation times

4

General Feature

Rules-based automation engine replacing manual booking helpers

2

General Feature

Inventory availability checks and printable equipment pick lists

2

General Feature

Integrate with BespokeBooth

2

General Feature

Dynamic package-aware event planning forms with lockouts

2

Improvement

Preferred method of contact

1

General Feature

One Drive Integration

1

Improvement

Duplicate and Copy Automation Steps Across Workflows

1

Improvement

In automation add a configure condition for project start and end dates.

1

General Feature

Be able to create a contact with just a phone number

1

Improvement

Note Template Folders

1

Improvement

Download PDF Option for Notes

1

Improvement

Choose and apply custom fonts for my package designs

1

Planned17

Improvement

Centralized email inbox

3

Improvement

Shareable project report (POC info, venue, times, inventory, notes + custom fields)

2

General Feature

Per-user filterable task and follow-up views

2

General Feature

Calendar day overview side pane with configurable display preferences

2

General Feature

Customizable dashboard with widgets for sales manager view

2

General Feature

Public API and webhook access

2

Improvement

Snappic Automation: Allow me to automatically send survey responses to the client

2

General Feature

Note Templates

2

General Feature

Dropbox Integration

1

Improvement

Tax and VAT upgrades with inclusive pricing and consistent totals

1

Improvement

Simpler package pricing with a base price and included or priced items

1

Improvement

Language presets and customizable client-facing labels

1

Improvement

Send a document right from the project's Documents tab

1

General Feature

API

1

Improvement

Allow longer project names (up to 100 characters)

1

Improvement

Allow Users to Set Their Own Timezone in Profile Settings

1

Improvement

Support Custom HTML Emails for any sort of email template

1

In Progress20+

General Feature

Employee and Subcontractor Scheduling, Shift Claiming, & Time Tracking

4

1

General Feature

Filter the Calendar by inventory item or kit

3

Improvement

Integrate with Booth.Events

3

General Feature

Drag-and-drop client portal with widget visibility controls

2

Improvement

Personal Email Signatures for Every Team Member

2

Improvement

Client portal preview from the business side

2

General Feature

Data cleaning and mass reassociation tools

2

General Feature

Enhanced packages and add-ons catalog with internal names, photos, and financial config

2

General Feature

Discount configuration with line-item exclusion rules

2

Improvement

Fully customizable stripe check out page

2

Improvement

Make Talleflow fully GDPR compliant

2

General Feature

The ability to create an email campaign draft

1

General Feature

Implement Community Event moderation/reporting

1

Improvement

Tagging users on communities

1

General Feature

Day Of Checklist

1

Improvement

Import my Google Contacts into Talleflow

1

Bug

Project Types are showing up incorrectly on contact form

1

1

Bug

Project Custom Field "edit view" is not allowing me to scroll down.

1

1

Bug

Custom Project Fields are not pulling the correct data for configure conditions in automation.

1

1

Improvement

Client portal customization

1

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Completed20+

General FeatureNov 2025

New Signup Onboarding Flow

1

ImprovementNov 2025

Improved Contact Dashboard Details Design

1

General FeatureNov 2025

Add client.first_name and client.last_name as a smart field option

1

General FeatureDec 2025

Support Contact Tags

1

1

General FeatureDec 2025

Import Contacts by Group

1

3

General FeatureAug 2026

Allow me to mark invoices as 'partially' paid manually

4

General Feature

Connect Twilio to send and receive SMS/MMS inside Talleflow

5

General Feature

Mobile app for Talleflow (iOS + Android)

5

Improvement

Make my brand look consistent everywhere (documents, client portal, and app)

5

General Feature

Roadmap Request: API, Zapier, MCP, Embedded Widgets, and Multi-Brand Event Workflow Features

4

1

Improvement

Full reporting feature across the application

4

Improvement

Add Document expiration for Invoices, Contracts etc...

3

1

General Feature

Enable branded portal subdomains for each business (portal hub + {business}.talleflow.com)

3

Improvement

Pagination in documents

3

Improvement

Custom Domains for Your Client Portal

3

Improvement

Bulk actions to manage multiple records at once (select multiple, then delete/archive/move, etc.)

3

General Feature

Expense and COGS auto-calculation with QuickBooks sync

2

General Feature

Venues data model with rooms, travel data, and reporting

2

Improvement

Automatic Tax Calculation with Stripe Tax

2

General Feature

Update contact form submission notification copy

2

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