Flowtly update: Task Access Controls and Financial Reporting Improvements

Jun 12, 2026

What changed

This release introduces granular task access controls for projects, allowing you to restrict who can create tasks and view project activities. We've also enhanced financial reporting with better profit & loss analysis by tags and improved budget forecasting. Additionally, the platform now features updated branding with the new Flowtly mark and resolves several editing issues.

Project Task Access Controls

You can now control who has permission to create tasks and view project activities on a per-project basis. This gives you fine-grained control over project collaboration and visibility within your organization.

  • Set custom task creation policies for each project to control who can add new work items
  • Configure assignees-only visibility to restrict project access to relevant team members
  • Manage task access permissions directly from the project settings interface

Enhanced Financial Reporting

Profit & loss reporting by tags now includes comprehensive totals and handles untagged items better. Budget forecasting has been improved with clearer tooltips and more stable chart rendering.

  • View complete profit & loss totals across all projects without tag filtering limitations
  • Track untagged expenses and revenue in a dedicated bucket for complete financial visibility
  • Get clearer forecast information with improved budget chart tooltips and reduced display issues

Platform Updates and Fixes

The platform now displays the updated Flowtly branding across web and mobile interfaces. We've also resolved issues that prevented editing of projects with legacy color configurations.

  • Experience the refreshed Flowtly brand identity with new icons and favicon across all platforms
  • Edit older projects without color-related restrictions that previously blocked modifications

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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