November 5th, 2025

✅ Roadmap Tasks – More Control Over What Appears in the Client Portal

You can now choose exactly which tasks display on your Client Portal Roadmap - without marking them as Key Dates.

Add any Standard Task or Appointment Task to the Roadmap using the new “Portal Roadmap” checkbox, and even write a separate Roadmap Description for clients.

Previously, users had to indicate any Roadmap Tasks as a “Key Date” to have it appear in the Client Portal. This caused problems with Key Date Calendars, the Key Date Widget and more.


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