Flowtly update: Release Notes: Major Updates to Tasks, Reviews, and Contracts (2026-05-09)

What changed

This release brings significant new capabilities and improvements across Flowtly, with a strong focus on enhancing task management, streamlining contract extraction, and refining review processes. We've introduced new widgets, dedicated review pages, and critical fixes to improve your daily workflows and ensure greater accuracy and efficiency. Explore the updates to empower your teams and simplify administrative tasks.

Related update streams

Comprehensive Task Management and Project Oversight

We've rolled out a major enhancement to task management, integrating it more deeply across Flowtly. This update makes it significantly easier to track, manage, and log time against project tasks directly from various parts of the application, improving project visibility and streamlining time-tracking processes.

• Quickly log time, mark tasks as done, or open task details directly from the new tasks widget.
• View and manage all project-related tasks within a dedicated tab on your project pages for comprehensive oversight.
• Easily link your work time entries to specific project tasks to ensure accurate reporting and allocation of effort.
• Receive prompts to log time and close tasks when completing work paths, helping capture all efforts efficiently.

Learn more: Tasks, Projects, Time Tracking.

Streamlined Contract Extraction and Review

This update introduces a new, dedicated flow for reviewing extracted contract information, designed to mirror our existing transaction attachment process. These enhancements provide a centralized and more stable environment for managing and verifying contract details, improving data accuracy and compliance.

• Access a new dedicated page for efficiently reviewing details extracted from your contracts.
• Utilize new backend endpoints for filtering and retrieving specific contract attachments for quick review.
• Benefit from stable and reliable previews of your contract documents directly within the platform, resolving previous 404 errors.

Learn more: Contracts, Document Management, Transaction Attachments.

Improved Employee Review Processes

We've made several key improvements to the review module, making the feedback and evaluation process more robust and user-friendly. These enhancements include a new feature to request peer feedback, more reliable saving of review content, and a cleaner user interface for better clarity.

• Initiate requests for peer feedback directly from any review session, fostering more collaborative evaluations.
• Experience improved reliability when saving your review template questions and progressing through the review wizard.
• Benefit from clearer review statuses with distinct icons and an easily accessible filter in the header.
• See review cycle periods displayed in a localized, user-friendly date format.

Learn more: Feedback, Employee Profile.

General Platform Refinements and Foundational Fixes

This release includes several general fixes and minor enhancements that improve the overall stability and user experience across various parts of Flowtly. These updates address specific issues, ensuring smoother operations and more accurate data handling.

• Ensure that appointment descriptions in your schedule are consistently saved after editing.
• See associated tasks clearly displayed on schedule appointment tiles for better context and planning.
• Utilize the VAT placeholder in the counterparty picker, which now correctly interpolates data.
• Benefit from corrected permissions for viewing project tasks, ensuring secure and appropriate access.

Learn more: Schedules Management, Counterparties, Projects.

Why it matters

These updates help teams work faster, reduce friction in daily operations, and improve overall reliability across the platform.

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