Welcome to September: when budget planning 💸 and pumpkin spice 🎃 both hit dangerously high levels.
Our Engineering Team was working harder than your AC unit in August, and the result? A shiny set of updates designed to make your Traact experience smoother, faster, and maybe even a little magical.
✅ What’s Changing?
1. Bulk Task Edits
Why click 47 times when you can click once? You can now edit multiple tasks at the same time. Assign new owners, update statuses, add tags, and more, in one swoop.
Next up: Bulk editing for Module Objects. Because we love saving ⏳
2. Filter Now, Reports Later
Filtering got a glow-up. You can now:
Filter by literally any field (even your quirky custom ones)
Instantly see which filters are applied (hallelujah 🙌)
Remove some, all, or none with one click
Add new ones like a data wizard 🧙
Keep your 👀 peeled: this is step one toward fully customizable reporting. Yes, your reporting dreams are real.
3. Org Chart Saved Views Update
Made a beautiful saved view of your org chart? Now, if things change (and when do org charts not change?), you’ll get a heads-up. Choose to update or keep your view frozen in time, like a corporate time capsule.
4. Reminders & Recurrence for all 🙌
You loved Reminders and Recurrence in Licenses so much, we couldn’t resist spreading the love..
Now you can set recurrences for contract renewals, reminders for expiring objects, or finally nudge yourself about that one Matter task you keep “accidentally” ignoring. Basically, Traact is now your built-in accountability buddy—minus the passive-aggressive sticky notes.
🔍 Coming Soon
Because we’re not done yet:
Search that includes document data
Annual report process upgrades
Custom contract templates
Bulk edit module-specific object fields (yes, more bulk)
Signature tracking for e-signatures
A full homepage refresh