Shipped, not promised. Every week.

Timer audit: see why a timer started or stopped

HR has a new Timer Audit tab. Every timer start, pause and stop is now recorded with what caused it: the person themselves, punching out on the biometric device, another timer being started, the night auto-pause, a QC handoff and so on. Open anyone's day to see their punches and timer changes side by side, and use the "Stopped while back" and "Ran while out" views to find timers that were paused even though the person had come back, or kept running after they left.

See how much AI each feature uses

Admins have a new Settings → AI Usage page. It shows how many AI tokens the app used and the estimated cost, broken down by feature (Anton, proposal writing, project setup, recruitment scoring and more), by AI model and by day, for the last 7, 30 or 90 days or the last year.

Projects from large proposals now get their tasks

Converting a proposal with a long scope document into a project could finish with no phases or tasks, even though setup said the plan was ready. Long scopes are now read in full, and if the plan still can't be built, setup tells you it failed instead of showing an empty project.

Meeting minutes from meetX on each project

Projects have a new Meetings tab. Meetings recorded in meetX and linked to the project show up there automatically, with the summary, decisions, action items (owner and due date), attendees and the full transcript. Everyone who can open the project can read them.

Assigning a task now assigns its subtasks too

When you assign or reassign a task, its unassigned subtasks — and any the previous assignee had — move to the new person, so they can start them straight away. Finished or running subtasks, and ones given to someone else, stay as they are. New subtasks on an assigned task go to that task's assignee, and team members now see their own name on subtasks assigned to them instead of "Current assignee".

Delete an onboarding started by mistake

Onboarding and offboarding checklists can now be deleted. Hover a checklist under Active Checklists and click the bin icon, or open it and click Delete. The checklist and its items are removed; the employee record stays as it is.

Filter the People directory and keep your default

The People list now has a view picker — All, Active, On Probation, Serving Notice, Exited and Incomplete Profiles — with a count for each. Click the star next to a view to make it your default, and the People tab will open on it every time, on any device. Exited employees are hidden unless you pick All or Exited.

Clearer Skill Matrix

The Skill Matrix is now a heatmap — darker cells mean stronger skills — with angled skill names so many more fit on screen. People without any skills are hidden by default (toggle "Only people with skills"), the people with the most skills come first, and hovering highlights the row and column. Click any cell to see how the score was built or to remove a declared skill, and click a skill name to rank people by it.

Employees who have left no longer show in daily attendance

Once someone is marked as exited, they disappear from Team Attendance after their exit day and are no longer marked Absent every working day. Their attendance up to and including the exit day is kept.

Timers no longer pause early after a short punch-out

Stepping out and punching back in within 5 minutes now always keeps your timer running. The biometric device's clock runs a little behind, which made the 5 minutes run out early. When a timer is paused, a red bar now stays at the top of every page with a Resume timer button, and the browser tab flashes so you notice it from other tabs.

Dynamic skill scores and team recommendations

A Skill Agent now scores everyone 0–100 per skill, every night, from the work they actually track (how much, how recently, how complex), how close they land to estimates, QC bugs and verified certifications — shown next to the declared level in the Skill Matrix, with a hover explaining each score. Use Find people to rank the best available people for a set of skills, and team suggestions on a project now weigh these scores. Everyone can see their own scores and add certifications under My Tasks → Skills; a PM or HR verifies them from the Skill Matrix.

QC workflow: tasks show up in My Tasks, and developers can't undo QC's work

Tasks waiting for QC now appear in the QC person's My Tasks, and tasks QC returned with open bugs appear in the developer's, even without a due date. A task's developer — including a project manager developing it — can no longer delete QC's screenshots, files or comments, delete a task that has been through QC, take a task back from QC by reassigning it, pick their own tester, or switch a development task to another type. Only QC edits the QC side and only the developer edits the unit test and dev statuses; admins can still override.

QC bug statuses: each side updates only its own

On a bug QC reported, only the developer can change the Dev status, and only QC can change the QC status and the bug details. A developer can no longer mark their own bugs verified or delete them, even with a project manager role.

QC: report bugs and return tasks from the task itself

Clicking a "sent a task to QC" or task-assigned notification now opens the task in its project. While testing, QC has a Report bug button right in the QC section (description, steps to reproduce, screenshots), and Return to dev opens the bug form when nothing has been reported yet. Tasks opened from My Tasks now show the developer, QC, open bugs and unit-test notes, and stopping a development task's timer there pauses it instead of moving it to In Review.

QC workflow for development tasks

Mark a task as Development and it now goes through QC before it can be closed. The developer notes what they unit-tested and sends it to QC; the project's QC (set on the Team tab) times their own testing and reports bugs with steps to reproduce and screenshots in the new Bugs tab. QC either returns the task to the developer to fix, or passes it to Done. Developer and QC hours are tracked separately: the task History shows Sent to QC / Returned to dev / Passed QC and QC testing time, and the HR Monthly report and Performance Report PDFs now show each person's dev vs QC time, QC returns and bugs.

Set your own hours and dates for a CR or ASOW

In the change request / additional scope chat, open “Hours & timeline” and enter the total hours your team committed to, plus the start and delivery dates. The AI then splits exactly those hours across the work in the chat and the document instead of estimating its own total. When you approve, the tasks add up to your hours and are scheduled on working days (weekends and holidays skipped) between your start and delivery dates.

Related requirements now land as one task with subtasks

When a project is created from a proposal, a CR or ASOW is approved, or a client SRS is imported, related and dependent requirements are grouped into one parent task with each requirement as a subtask, instead of one small task per requirement. Hours still add up to the same totals. To tidy an existing project, select two or more tasks that haven’t been started in the task list and choose “Group into parent task” (project leads, PMs and admins).

Anton’s multi-part Excel reports come as one workbook

When you ask Anton for an Excel report covering several things (for example performance, attendance and a project’s overdue tasks), you now get a single .xlsx file with one sheet per part instead of separate files. Ask for CSV and you get one clearly named file per part.

Ask Anton for a downloadable CSV or Excel report

Describe the report you need in plain words — for example “a performance report of employees for last month with work done, on-time completion, hours worked and pending tasks, as a CSV” — and Anton picks the columns, builds the file and gives you a download link in the chat. Say “Excel” to get an .xlsx with a frozen header and filters. Numbers come straight from the system, not retyped by the AI. Reports stay downloadable for 7 days.

Anton can now answer questions about anything in Apro OS

Ask Anton about any data in the system, not just the built-in reports. It can summarise attendance (when people check in and out, who is late or absent), what someone has been working on and for how long, how they are performing (on-time rate, completed tasks, review ratings, goals), and explain why a project is delayed with the evidence ranked. For anything else it looks up the data itself. Passwords, vault entries, private messages, salary and payroll, bank details and credentials stay off-limits.

One AI provider setting now covers every AI feature

Settings → CRM → “AI Provider” now switches every AI feature between Google Gemini and Anthropic Claude, including resume scoring in Recruitment, which previously only worked with Gemini. The unused “AI Model” picker under lead categorization has been removed.

Create a project straight from a client’s SRS

When a client or partner sends a finalized SRS, open Projects → “From client SRS”, upload the Word or PDF file, and enter the total hours you proposed to the client and the delivery date. An AI agent reads the document, builds the task list grouped into phases and modules, divides the proposed hours across the tasks and schedules them on working days up to the delivery date. You review everything first: rename, add or delete tasks, change hours and redistribute. It also flags any SRS requirement no task covers, and tells you when the delivery date needs more than one person. Then create the project. The tasks load into the project like any other, and the SRS is attached under Files. Team leads can do this themselves and are set as the project’s lead.

Formatted documents are portrait only, and long tables split across pages

Wide tables no longer get their own landscape page. Every page is now portrait A4. A table too long for the rest of a page continues onto the next page, with the header row repeated, instead of jumping to a fresh page and leaving a gap. This works in both the preview and the downloaded PDF. Documents you formatted before this change pick it up automatically.

Projects overview lists only overdue tasks

The "Action items" list on the Projects overview is now "Overdue tasks". It shows only overdue tasks from the projects you're on (admins see all projects), oldest first, with the project and assignee. Milestones awaiting invoices no longer appear here. Track those in Finance. Tasks on hold or blocked are left out.

Contract and Annexure agents

Each contract now has an Assistant tab with two agents. The Annexure agent writes Annexure-A for the project. It starts from a standard checklist for each service type you pick (website, e-commerce, mobile app, software, hosting). It then reads the project's approved scope, change requests, tech stack, logged effort and support tickets, and adds maintenance tasks specific to that project. It also proposes hours, an SLA, what is included and excluded, and the commercials. The Contract agent fills in the standard agreement for the client: term, value, address, signatory and execution date. Neither agent changes anything until you review its proposal and apply the parts you want. Everything stays editable in the new Annexure tab, and you can download Annexure-A as a PDF. A new "AMC Agreement (Application Maintenance Services)" template holds the standard agreement wording.

Contract PDFs show the real client and company details again

Downloaded contract PDFs once again show the client name, address, dates, GSTIN and signatories in the agreement text, instead of placeholders like {{client_name}}. Changing a contract's amount or dates now also updates its upcoming unpaid payments.

AMC contracts create monthly maintenance tasks in the project

An active AMC linked to a project now adds its maintenance tasks to that project every month, in a "Maintenance" phase, assigned to the team lead. Tasks arrive on the 10th, or the nearest working day if the 10th is a weekend or holiday. Each task carries its estimated hours, and quarterly or yearly tasks appear only in the months they are due. The lead can use "Suggest assignees" to spread the work across the team. Turn an AMC on or off with the Active switch, or pause it. Pausing or switching off takes effect at once: open maintenance tasks go On Hold, timers stop, and no new tasks or invoices are created until it is active again. Set how long the contract is valid and a monthly hours allowance. Unused hours can optionally roll over. The lead is warned at 80% and 100% of the allowance. Edit, add or remove the recurring tasks from the contract's Monthly Tasks tab.

AMC invoices to raise

Finance is notified when an active AMC's pre-paid period starts. The new AMC Invoices tab lists the periods to invoice. Add your invoice number and mark each one invoiced, then mark it paid when the money arrives. Marking it paid records the income, as before.

Timesheet shows running timers on tasks without subtasks

An employee's weekly timesheet now shows "Timer running" when their timer is on a task without subtasks, such as a support ticket task. Before, it only did this for subtasks. The task with the running timer is now listed first instead of at the bottom.

Support tickets: team-lead triage, type-based deadlines and tracked hours

Log every client request as a support ticket, with the client's name and company. The project's team lead, a PM or the CTO triages it from the ticket panel: they set the type, project, estimated hours and assignee. The type sets the deadline: How-To / Password Reset within 1 business day, Bug / Account Issue within 3 business days, Complex Technical within 1 week, Critical Incident within 4–72 hours. No ticket is due more than 7 days out. Triage creates a task in the project's Support module showing the ticket type and priority. The assignee runs its timer, so support hours appear in timesheets and project effort. Only the team lead, a PM or the CTO can close a ticket, and closing it finishes the task. A new Needs Triage tab lists tickets still waiting for triage.

Delivered milestones no longer show as overdue in Projects

In a project, a milestone past its due date is only marked Overdue while some of its tasks are still open. Once all its tasks are done it shows "Tasks done · Payment pending" instead, and the countdown moves on to the next milestone with work left. Late payments are still flagged under Finance → Revenue (AR overdue).

See which tasks are holding up a milestone

On a project's Milestones tab, click a milestone's task progress or "View tasks" to see every task counted toward it, grouped by phase. It opens on the pending tasks, with blocked and in-progress work first, and shows who each task is assigned to and its due date (overdue in red). Switch to Done or All, and click any task to open it.

Time requests no longer blocked by a timer on a deleted subtask

If a subtask was deleted while its timer was running, the timer was treated as still running forever, so every worked-hours request was rejected with "overlaps a timer you currently have running". Those requests now go through, and deleting a running subtask now stops its timer first and keeps the time already logged.

Turn AMC, Investment and Contacts on or off in a scope document

In a proposal, open Terms, Investment or Contacts and use the "Include in scope" switch to show or hide that section in the generated scope document. The preview and PDF update right away and section numbers close up. Switching AMC off also hides the AI-written AMC paragraph. Your details and any Live-Edit changes are kept, so switching a section back on brings it back exactly as it was.

Deliverables are now a sign-off checklist, not extra hours

When a project is created from a scope document, each phase's Deliverables are now added as 0-hour checklist items due on the last day of the phase, so you can tick them off at client sign-off. All of the phase's hours now go to the actual work tasks instead of being split with the documents that work produces.

Proposals spell out when AMC starts, warranty and billing cycle

Development proposals now state that AMC starts right after UAT and client sign-off, and that the move to production happens once the AMC contract is live. In a proposal's Maintenance Terms, pick whether it's a Website or an App: websites show the first year of AMC included in the project cost and yearly billing after that, while apps show monthly billing. Set a Warranty period in months (it starts at go-live), with a default you can change in CRM Settings.

Performance report PDFs for many employees at once

In HR → Reports, click Performance PDF, pick a month or a custom date range, tick the employees you want, and the reports are generated in the background — one PDF per employee, delivered together as a ZIP. A progress bar under the toolbar shows how many are done and who is being generated right now; when it finishes you get a Download button. You can leave the page and come back — the job keeps running and the download is still there.

Read the full title of long tasks

Tasks with long names — like the ones generated from an ASOW or change request — now show their complete title: hover a task in the list to see it in a tooltip, or open the task and the title wraps in full instead of being cut off.

Saving an estimate works again

Editing an estimate — client details, line items, totals, or status — no longer fails with an error when you hit Save.

Speak to Anton, and ask it to make changes

Open Ask AI and tap the mic for a hands-free conversation: speak, pause, and Anton sends it and reads the reply — then listens again. Speech uses the browser (Chrome, Edge, Safari). Anton can still create and edit tasks, comment, auto-assign work, and schedule or complete CRM follow-ups after you confirm.

Pin projects, A–Z list, and client collapse

The project sidebar lists names A–Z with sticky letter headings. Pin a project to keep it at the top of your list (pins are yours alone). Switch to Clients to group by client, with Collapse all / Expand all. Members and project managers only see projects they are on; admins see every project. Project managers and admins are the only ones who get New project.

Default AMC terms, payment notes, and suggested milestone split

New proposals start with standard AMC terms (10 hours/month for 12 months at 850/hr, unused hours carry forward, OWASP/ISO 27001, third-party services billed to the client) and payment notes (GST extra, AMC billed separately). After the scope document is generated, Investment & Payment Terms suggests a milestone-based split — 40% on kickoff, 30% on the last delivery, the rest in between — using the document's phase plan. You can still edit any of this per proposal or in CRM Settings.

Anton project links still work when you reopen a chat

Project names in an Anton reply stay as tappable links after you leave and come back to the thread, instead of turning into a broken /projects?id=… string.

Change Request and Additional Scope documents on Overview

Final Change Request and Additional Scope of Work documents now sit on the project Overview next to the scope document. Anyone on the project team can view or download them without opening the Change Requests tab.

A cleaner phone layout for SRS and Proposal

On a phone, Chat, SRS, and Proposal sit in one bar. Download and delete move into a menu so the title isn’t crowded, and the fake “Page 0 of 0” line is gone from the preview.

Project names in Anton are real links

When Anton lists projects (for example unassigned work), the project name is a tappable link that opens that project — not a raw [Name](/projects?id=…) string.

Unassigned-task answers link to the project

When you ask Anton which tasks are unassigned, each project name in the reply is a link that opens that project.

Assign tasks to the project team, one suggested person at a time

The assignee list on a project only shows people who are on that project’s team. After Suggest team, you can add or assign leftover work to each suggested person individually, or assign leftover tasks across the people you selected.

Change Request tasks get short names, and long titles wrap

Approving a Change Request or Additional Scope of Work now creates tasks with short feature names (for example “One-time payments”) instead of the full “shall” requirement sentence. Long task titles in the task detail panel wrap instead of overflowing.

CR and Additional Scope files attach reliably

Click or drop requirement files when starting a Change Request or Additional Scope of Work — attached files show as a list with size and a preview. While they upload you see progress, and on the scoping chat you can preview or download them. File text is extracted as markdown so the agent can use it, and you can attach more from the chat itself.

Anton can find and auto-assign unassigned tasks

Ask Anton which tasks have no owner across projects. If you tell it to assign them automatically, it previews a mapping onto each project’s team (least loaded, or the project’s auto-assign rule) and applies it when you confirm.

Jira-style dashboard gadgets

Add the same gadget more than once, each with its own title, color, and filters. New gadgets include Filter Results, Pie Chart, two-dimensional stats, Assigned to Me, Activity Stream, and Created vs Resolved. Configure, refresh, or maximize from the gadget menu. Admins can set the default layout new users get under Settings → Dashboard.

A quieter home for Anton

Type a question as soon as the chat opens. Briefing, Insights, and Leave sit as three actions, and starter topics are short chips instead of a stack of buttons.

Anton covers more of the ERP

Ask Anton about leads and follow-ups, contracts and estimates, change requests, who is on leave, recruitment, and resource allocations — it looks up live data instead of guessing. Starter questions sit in the chat so you can get an answer in one tap.

Table headers stay visible while you scroll

Column headers on tables across Resource Planning, HR, Reports, Gamification, Finance, and the rest of the product stay pinned to the top as you scroll through rows.

Location requirement on job postings and resume scores

Job postings have a Location Requirement section (on-site, hybrid, city, relocation). Resume match scores now include a Location bar alongside Skills, Experience, and Education.

Rename a module on a project

On a project’s List view, hover a module and click the pencil to rename it. Press Enter to save or Escape to cancel.

Won projects pick up the lead’s client, and you can search CRM contacts

Setting up a project from a Closed/Won deal now assigns the client from the lead’s company and contact. You can also search the CRM contact list (or existing clients) to pick a different one — on setup, and later from the project’s Client card.

Project setup from a won lead shows progress and notifies you when it’s done

Creating a project from a Closed/Won deal no longer sits on a spinner until it times out. The project is created immediately, a progress bar tracks the plan being built from the scope, and you get a notification when it’s ready — you can keep working in the meantime.

Delete onboarding and offboarding templates

You can now remove a checklist template from Human Resources. Employees already started from it keep their checklists.

Checklists show the employee’s name, and offboarding is labelled correctly

Active checklists list people by name instead of “Employee #21”. Starting someone from an offboarding template now shows as Offboarding, not Onboarding.

Suggest a team, then assign leftover tasks

On a project’s Team tab, Suggest team proposes people from skills and current load. You pick who to add. Assign unassigned tasks then spreads only unowned work across that team — already-owned tasks stay put.

Project plans are scheduled at 8 hours a day

A 750-hour proposal now lands as about 19 weeks (8h × 5 days), matching the approved timeline. Setup uses the organisation’s standard workday length from Settings → Working Hours.

Project setup uses the latest sent proposal, not an earlier draft

When a lead has more than one sent scope (V1, V2, …), creating the project now builds the plan from the finalized version or the latest one sent to the client — not the last draft that happened to be generated. Setup also lets you pick the version.

Copy a lead’s email or phone in one click

The lead drawer has a small copy button next to email and phone — including extra numbers and addresses — so you can grab the value without selecting the text.

Hourly rate uses 20 working days, not 30 calendar days

An employee’s hourly cost is monthly salary ÷ 20 working days ÷ the workday length (usually 8 hours). It used to be divided by 30 calendar days.

A 5-minute punch-out no longer stops your timer

If you tap out on the biometric device and tap back in within 5 minutes, a running task timer keeps going. It only pauses if you stay out longer than that.

CRM follow-ups show as reminders, not tasks

Lead follow-ups no longer sit in Next, List, Kanban, or Gantt as tasks you cannot manage. They appear in a Reminders section on Focus — open the lead or tick the reminder off.

See who is in the office on Team Attendance

Each name on today’s Team Attendance list shows In office or Out from their latest biometric punch (or an open manual check-in). Past dates stay as they were.

Team lead, PMs, and accounts are notified when a CR or ASOW is created

Creating a Change Request or Additional Scope of Work now notifies the project’s team lead, project managers, and anyone with Finance access. Click the notification to open the request.

Only admins see everyone’s conversions

Converted document history is now yours alone unless you are an admin. Admins still see the full org list, including who converted each file.

Deleted lines pull text back onto the previous page

Editing a formatted document now reflows pages in both directions. Adding a line can push text to the next sheet, and deleting that line brings it back instead of leaving a gap.

Conversion history, converted by, and find

Every conversion is kept (nothing is deleted) with who converted it. Search the history by title, file, or person, reopen any document, and use Find (⌘F) to jump through matches in the open file.

Separate Demos pipeline

CRM now has a Demos board next to Leads. Demo bookings use their own stages — Enquiry, Product Demo & Trial, Proposal & Negotiation, Activation & Won, Retention & Support, Upsell & Expansion, and Lost — and their own follow-up activities in Settings.

Capacity Calendar fills in people who only have subtasks or undated work

Weekly load now includes estimates on assigned subtasks (not just parent tasks) and parks work that has no start or due date in the current week, so those rows no longer sit at 0%.

Skill Matrix shows skills from employee profiles

Skills entered on an employee's HR profile now appear in the matrix. You can still add or remove skills from the grid; those changes stay in sync with the profile.

Biometric punches sync as they happen

ESSL device punches now land in Apro OS as soon as you tap in or out, instead of waiting up to 15 minutes. The old background job is still there as a fallback.

Punch-out only pauses your own timer

A catch-up of older biometric punches no longer pauses everyone who went out for lunch earlier in the day. Only the person whose latest punch is a recent check-out has their timer stopped.

Punching out pauses your running timer

If you still have a task timer running when you punch out on the biometric device, Apro OS pauses it and notifies you. Start the timer again when you are back.

Automatic resume match scores

Candidates are scored automatically against the job description when a resume is uploaded. Each card shows a 0–100 fit score; open a candidate to see matched and missing skills and a short rationale. Rescore one person, or score everyone still pending on a posting.

Split uncategorized income across departments

On Monthly Overview, uncategorized income now has a Split action. Allocate one payment across Design, Development, and Marketing — amounts must add up to the full line. Zoho payments keep that split on the next sync.

Zoho expenses become their own heads; payments split by invoice and department

Zoho income and expenses now appear in Monthly Overview immediately as Uncategorized. Known expense heads (rent, software, servers, and so on) file themselves. You can rename a Zoho line, add notes, and move it into a department or head — amount and date still follow Zoho.

Drag and drop files anywhere you upload

Every upload spot now accepts drag and drop — lead and task attachments, project files, the document formatter, CSV/Excel/Slack imports, contract documents, employee documents, resumes, medical certificates, the vault (drop onto the file area to upload into the current folder), and the company logo. Attachment lists take several files at once, and dropping the wrong file type tells you which types are allowed.

New APRO OS branding

The app now carries the new APRO OS logo across the sidebar, login page, and browser tab, along with a refreshed navy sidebar and cyan highlight color.

Share folders, files, and credentials with any teammate

Anyone with Vault access can share a whole folder (all passwords and files inside), a single credential, or a file with a person or team — without needing HR access to pick members. Shared items appear under Shared with Me.

Demo bookings land in Enquiry (not only the calendar)

Website discovery/demo bookings create a lead in the Enquiry column with a Demo booked badge and scheduled time, and still book a calendar slot for the owner. New Lead can also mark a manual demo booking with date, duration, and optional meeting link.

Billing splits Ready to invoice, Awaiting payment, and Payment overdue

Finance → Billing no longer mixes payment AR with unfinished work. See Ready to invoice (work done, still pending), Awaiting payment (invoiced), Payment overdue (invoiced and past due only), and Collected. Mark Invoiced and Mark Paid are available here for anyone with Finance access. Task delivery overdue stays in Projects and Tracker.

Edit lead notes and click links in notes

You can edit notes on a lead after posting them (author or PM). Web addresses in lead notes and contact notes are clickable and open in a new tab.

Choose which lead files go to the proposal AI or the project

On a lead’s Files tab, tick Proposal agent and/or Project handoff per file. Only checked files are sent into proposal discovery; only project-handoff files copy onto the project when the deal is won. New uploads start unchecked; existing files keep proposal access until you change them.

CRM notes and files hand off when a project is created

Converting a Closed/Won lead copies all lead notes and any files flagged for project handoff into the new project’s Files tab, so delivery can work without digging through CRM.

Project tabs stay visible without scrolling

Project tabs are grouped into task views (Overview, List, Kanban, Gantt) and project sections (Team, Milestones, Effort, Workload, Files, Activity, CRs), with a tighter layout that wraps instead of hiding off-screen.

Monthly Overview syncs from Zoho Books

Admins can connect Zoho Books under Finance → Zoho Books: customer payments flow in as income (on their payment date) and expenses inherit the category you map their Zoho account to. Synced lines carry a Zoho badge and are read-only; edits, deletions, and voids in Zoho follow automatically every hour. Salaries stay manually entered.

Out-of-scope tasks are flagged automatically

When you add a task or subtask to a project, Apro OS checks it against the approved scope. Work that looks out of scope is flagged in the list, and the team lead, project managers, and Accounts are notified so commercial impact is not missed.

See and manage all emergency work from Projects

Projects overview now lists every emergency assignment (open, linked, or cancelled). PMs can link open items to a project for the assignee, cancel ones that are no longer needed, or open the linked task once it’s on a project.

Assign emergency work before a project exists

PMs can assign urgent work directly to teammates from My Tasks or Projects. Assignees see a “Needs project” list, link the work to the right project, then start the timer as usual. Billable emergency tasks are flagged for Accounts when completed.

Unbilled emergency tasks queue

Finance → Unbilled Tasks lists completed billable emergency work so Accounts can find it, open the project task, and mark it billed with an optional invoice reference and notes. Completing such a task notifies everyone with Finance access.

Month-end completed work by team, member, and project

HR Reports → Monthly can focus on tasks completed in the month, with pivots by team, member, and project, plus estimated vs actual hours and variance. CSV export includes the same columns for month-end handoff.

Calendar shows only what concerns you

For team members, the calendar now shows only items related to them: their meetings, task deadlines, lead follow-ups, interviews and leaves, milestones of projects they are on, and company-wide events. Milestones and events from unrelated projects no longer appear, and milestone amounts are visible to admins and project managers only.

Lead-only CRM access for sales roles

Team members with CRM access can now create leads themselves and move their own leads through the pipeline — each member sees only the leads they created or were assigned. Contacts is now a separately grantable module in Settings → Module Access, so a lead-focused role (e.g. a sales consultant) can work the pipeline without seeing the org-wide contact directory. Per-lead assignment toggles were clarified: “Edit lead & stages” covers lead edits and stage moves, while “Manage scope docs” covers creating, editing, finalizing and sending scope documents.

CR/ASOW file upload and total hours on Proposal PDFs

Requirement files attached when starting a change request or ASOW now reliably reach the scoping agent. Proposal (companion) PDFs show total hours on the cover and body — summed from the phase plan when the AI omits an explicit total.

Invite more people to website discovery calls

In Settings → CRM you can now pick additional teammates who get invited to every discovery call booked on the website — the call appears on their calendars and they are notified, alongside the default lead owner.

Richer CR / ASOW briefing before scoping chat

When you open a change request or additional scope of work, you can paste a detailed requirement write-up and attach files (PDF, Word, and more). The scoping agent reads that context on the first turn. Projects without a formal scope (e.g. imports from a legacy PM tool) fall back to the live phase/task inventory so the agent still knows what is already in delivery.

True A4 pages in the Document Formatter

The Document Formatter viewer now renders the document as real A4 pages with page breaks and the branded header and footer on every page — and keeps that layout while you edit — so what you see matches the downloaded PDF.

Document Formatter

Upload any Word document (.docx) and get it back in the company document style — running header/footer, standard typography, styled tables. Edit the content in place, then download the branded PDF. Found under Tools & Utilities.

Richer candidate handling

Resumes open inline without downloading, candidates can carry a portfolio link, and candidates can now be added manually alongside applications from job postings.

Contract approval workflow

Contracts now move through explicit approval stages, and the contract detail dialog was reorganized to make status, milestones, and documents easier to follow.

Real party details in contract documents

Contract text now pulls the actual party details — organization and client name with the client's address — into the party clause, and an AMC contract template library was seeded. Also fixed a client list error introduced by the new address field.

More reliable companion scope documents

Generated companion scope documents are now validated, with automatic retry and escalation to a stronger model when output is malformed. The scope chat also confirms project hours with you before generating.

Default owner for website leads

Leads captured from the website form can be auto-assigned to a configurable default owner instead of landing unowned.

Scope chat reliability

The scope discovery chat now recovers from malformed AI responses instead of falling back to a generic re-prompt, and message ordering is stable so answer-option pills always render with their question.

ESSL biometric attendance

Attendance can now come straight from ESSL biometric devices: punches are pulled automatically and paired by device direction to derive daily attendance, with a punch-breakdown popup showing the raw in/out times behind each day.

Ready-to-bill milestones

The Billing tab surfaces project milestones that are ready to bill, and the project milestone list shows a matching "Ready to invoice" pill — so nothing billable slips through.

Contacts linked to clients

Contacts can be linked to a client company, and the project client card now shows the right client details.

More detailed job postings

Job postings now carry an experience range (free-text), a short description, and skill tags.

Extract a phase into its own project

A project phase can be moved out into a new standalone project, with a folder hierarchy picker to choose where it lands.

Annual Maintenance Contracts (AMC)

A new Contracts module for AMC agreements: contract records with milestones and revenue tracking wired into the finance ledger (with double-count protection), plus branded contract PDF generation.

Quick side tasks

Log quick tasks that don't belong to any project directly from My Tasks — no project setup needed.

Folder-wise pickers, per-member hours, client card

Project pickers are organized folder-wise, projects show per-member hour breakdowns, and each project gets a client card.

Merge projects and browse by client

Two projects can be merged into one, projects gained client visibility, and the sidebar offers a by-client view of the project list.

Encrypted file storage

The Vault now stores files as first-class items, encrypted at rest — alongside the existing credential entries.

Period comparison on Monthly Overview

Compare periods with cumulative income/expense timelines on the Monthly Overview. The Finance page also got a full visual refresh, and the duplicate-month dialog no longer overflows.

Refreshed HR overview and People tab

The HR overview and People tab were redesigned with a cleaner header, metrics, and table layout.

Assets page overhaul

Sticky list header, tabbed layout with metrics, a warranty column, a side-pane form, and per-row edit / status / delete actions. Status changes now keep assignment state consistent.

Website lead capture

The website lead-capture webhook is publicly reachable again, so leads submitted through the website land in CRM reliably.

Multi-step employee form and professional profile

Adding an employee is now a guided multi-step form, and employee profiles carry skills, domain expertise, and structured previous experience with quick-edit support.

Job posting detail view

Job postings open in a read-only detail modal so the full posting can be reviewed at a glance.

Smarter AI agents

The AI chat and scope-generation agents were upgraded to Claude Sonnet 4.6 for better quality answers and documents.

Reusable task templates

Build a task checklist once and apply it to any project — new or existing — with dates offset automatically from the project start. Templates can also be imported from and exported to Excel.

Design and marketing scope bundles

Scope generation now has dedicated bundles for design projects and marketing retainers. Retainer proposals spell out what the client receives and how often for every deliverable, plus a KPIs & Success Criteria table tied to the engagement duration.

Discovery chat improvements

The scope discovery chat now addresses your team instead of speaking to the client, and choosing 'Other (please specify)' lets you type your own answer.

Hours kept when tasks gain subtasks

Time tracked on a task before it was broken into subtasks is no longer lost from the timesheet — the original session closes out properly and the earlier hours are preserved.

Capacity Calendar shows real utilization

Planned load is now derived from each person's assigned task estimates spread across working days, and weekly capacity follows your organization's working hours and holiday calendar — no more empty 0% columns.

Weekly full-hours bonus

Earn bonus points each week for clocking your full standard hours on every working day. Approved paid leave and holidays are excused, so time off doesn't cost you the point.

Control over email notifications

Admins can now switch each email APEX sends on or off from Settings → Notifications, with every real email event listed and grouped by module.

Monthly financial overview

A new Monthly Overview — now the default Finance view — tracks income versus expenses with inline line-item entry and subtotals by category and department. It adds per-department performance and cost-per-employee metrics, and you can duplicate recurring entries from any month into any other.

Overview tiles open detail pages

Every status tile on the Projects overview — Active, Planning, On Hold, Completed, Maintenance and Live — now opens a full list of the projects behind the number. Live counts only projects with a timer genuinely running right now.

Report filters and timesheet corrections

HR Reports can now be filtered by employee, project and status, with a totals row summing the visible results. Admins can also manually correct a recorded timesheet session when the timer told the wrong story.

Cancel an approved leave

Managers can cancel a leave that was already approved — the leave balance is restored and any Loss of Pay payroll deduction is reversed automatically.

Task and subtask fixes

Several subtask bugs were squashed: subtasks created by non-admins are now assigned to their creator, and time tracking, points and access all behave correctly on tasks with subtasks.

Richer job postings and interview scheduling

Job postings now carry statuses and structured sections, can be edited after creation, and you can schedule candidate interviews right from the module.

Editable onboarding checklists

Manage onboarding templates and their checklist items yourself, or load a set of standard defaults as a starting point.

Lead follow-ups are actionable again

CRM lead follow-ups listed in My Tasks can now be opened and completed there — they no longer fail with 'Task not found'.

Custom UI/UX reflected in scope documents

SRS, ASOW and change request documents now treat custom UI/UX design and frontend work as first-class scope items instead of glossing over them.

Office stock starting quantity

New office stock items now keep the initial quantity you enter when creating them.

Leave balance with accrual and carry-over

Leave now accrues as a day-based annual balance, with unused days carrying forward through the year — replacing the flat one-request-per-month cap. When your paid balance runs out, you can explicitly apply for Loss of Pay, which still routes for approval and reflects in payroll.

Job openings on your website

Open positions can now be published to your public website through a careers feed, and creating a job posting no longer fails with a validation error.

Full asset register with CSV import

The asset register now holds the complete asset sheet, and you can bring in an existing register in one go via CSV import. Hardware can also be viewed as a collapsible tree grouped by the employee holding each item.

Employee personal details are saved

Personal information entered when creating an employee is now stored and shown on their profile instead of being silently dropped.

Overtime, performance reports and holidays in HR

A new Overtime tab calculates weekly and monthly overtime net of the period — extra hours count only once you exceed the period's standard working hours, with paid leave reducing the requirement. Weekly and Monthly Performance reports are now built into HR, and holiday management moved over from Settings.

Weekend and after-hours work is recorded

Timer sessions on weekends or outside office hours are now recorded at their real duration instead of being zeroed out, so timesheets and attendance reflect the work that actually happened.

Companion Proposal document

Every SRS — and CR/ASOW — now comes with a client-friendly companion Proposal document, available in the document switcher and downloads. It can be generated on demand for older documents, versions in lockstep when you send to the client, and PDFs show the draft version next to the generated date.

Turn won leads into projects

Convert a won lead into a project when you're ready: pick the team lead, start date and destination folder, and tasks are pre-filled from the scope's functional requirements. Won leads still awaiting setup are flagged on the kanban card, and the chosen team lead is notified in-app.

Budget privacy and Maintenance status

The project Budget card is now hidden behind an eye toggle by default, and projects can be marked with a new Maintenance status.

Self-arranging widgets

Dashboard widgets now auto-arrange into a responsive grid, keeping the layout tidy on any screen size.

Leaderboard levels, Today view and points on My Tasks

The leaderboard gained a Today period and level names, My Tasks shows your points summary with a link to the leaderboard, and My Profile now explains the rules behind how points are earned.

Points awarded reliably, plus achievement details

The points engine now credits you as you complete work — including when a subtask is marked done — and past activity was backfilled so your history is complete. You can also click any employee on the leaderboard for a detailed view of their achievements, and browse the full rankings beyond the top spots.

Recurring tasks for marketing retainers

Marketing-retainer projects created from a scope now populate their deliverables as tasks, with weekly and monthly deliverables set up as recurring tasks that roll until the engagement ends.

Board automation rules

Automate your boards Trello-style: build rules like 'when a card moves to In Review, set its priority to urgent' or 'every Monday at 9am, create a card' through a simple three-step wizard.

Request missed or weekend hours

Forgot to start your timer, or worked a weekend? Request the hours retroactively under the task; once your project lead and then the CTO approve, the time counts like any timed session. Requests can't claim future time, and the CTO can roll back an approval made in error.

Change requests and additional scope of work

Raise change requests and additional scope of work on any project through a guided chat — your answers become an industry-standard CR/ASOW document ready to share with the client.

SRS-format scopes with guided discovery

Scope documents are now generated in a professional SRS format, and discovery happens through a guided chat with tappable answer options instead of a blank text box.

Leave policies, WFH and half-days

A full leave policy engine arrives: define policies, request work-from-home, take half-day leaves counted as 0.5 days, and track violations with automatic escalation — all self-serve.

Attendance from task timers

Attendance can now be derived automatically from task timers — first start is check-in, last stop is check-out, with active versus idle hours computed in between. Everyone gets a My Attendance card, and the admin team view shows Active and Idle hours.

HR Overview dashboard

The HR module now opens with an Overview dashboard, including a billable ratio bar and employees grouped by team.

Work History tab

A new History tab shows a chronological feed of your work — what you started, paused and completed, and when.

Exact session times in the timesheet

Hover any timesheet cell to see the start and end times of each work session behind the number. Totals also got more accurate: parent tasks with subtasks no longer double-count their own hours.

More relevant action items

Dashboard action items now only surface milestones from projects you're a member of, and skip projects that are On Hold or Inactive.

PDF preview and quick download

Preview the estimate PDF right in the app before sharing, and download it directly — with a descriptive filename — via a new Download button next to Save.

Team timesheet

A new Timesheet tab in HR shows a weekly people-by-days grid of everyone's tracked hours, with a per-employee drill-down by task, flags for overtime and still-running timers, and CSV export. You can also review your own week in the same style from My Tasks.

Forgotten-timer safety net

Leave a timer running past the end of your workday and you now get a reminder; timers still running late at night are paused automatically. You're also notified when your tracked hours for a day pass the overtime threshold.

Team Performance shows real hours

The Team Performance report could show 0h for people who were actively working. It now counts currently running timers and attributes subtask sessions to the correct dates.

Project Team tab

Each project now has a Team tab where admins assign a project lead and manage the member roster. Leads, team members, and task assignees automatically see their projects, and you can search the projects sidebar by project, client, or folder name.

Projects overview page

Opening Projects now lands on an overview instead of jumping into the first project: status counts, your overdue, due-today, and this-week tasks, and upcoming milestones across your projects. Estimated hours from the proposal are now filled in on every task, so project totals no longer show zero.

Scope document for the whole team

Project members can now open the scope document as an in-app PDF preview with all financial details — totals, payment terms, AMC pricing, bank details — stripped out. Read the scope without seeing the money.

Task permissions that match how you work

The task assignee now owns status changes and can rename their task, while the task creator can delete it. Members' status updates no longer fail when other fields ride along.

Cleaner project sidebar and topbar

Sidebar rows were reworked with a tidy action menu (including Delete), and the project topbar now shows the folder path as a breadcrumb so you always know where you are.

Task list stays put

Changing a task's status from the dropdown no longer reshuffles the list under you. Adding members to a folder also works again.

One timer at a time, everywhere

Closed the last loopholes that let two timers run at once — creating a task directly in an active status, or reassigning a task with a running timer. The top-right timer badge also refreshes immediately when you start a task from Projects.

Denser focus view

The focus view fits more on screen, and you can change a task's status straight from the task card.

Vault for everyone, with CSV import

Vault is now available to all users, and you can import password entries from a CSV export (such as Zoho Vault). Folders are created automatically, and any problem rows are reported instead of failing the whole import.

Flip through leads without leaving the drawer

The lead drawer now has previous/next navigation that walks through the stage you opened it from. Moving a lead to another stage also places it at the top of that stage so it's easy to find.

Project page polish

Rename a project by clicking its title, see the current milestone highlighted, and financial figures are now visible to admins only.

Won leads convert reliably

Marking a lead as Won no longer fails to auto-create the project when the lead has more than one proposal.

Follow-up reminders that actually remind

Follow-ups now take a time as well as a date, and you get a notification when one is due. The follow-up form also captures medium, department, and assignee.

Preview lead attachments in-app

Click View on a lead attachment to preview it in a popup right inside the app — no more downloading files just to peek at them.

Scope AI reads your attachments

PDF and Word files attached to a lead are now fed to the scope generator, so requirement documents from the client automatically inform the generated scope.

Small CRM fixes

Clearing a lead's budget now works and pillar pipeline totals update correctly, and the AI chat button shows up properly on mobile again.

Clearer scope document sections

The AMC Process and AMC Terms sections were merged into a single "AMC Process & Terms" section, "Change Request Rate" is now the clearer "AMC Rate", and the Deliverables-at-a-Glance columns got plainer names.

Timers on subtasks

Start and stop timers directly on subtasks — time rolls up to the parent task, subtask estimates are capped by the parent, and subtasks show up in My Tasks by due date. The topbar timer menu now also lists your due and actionable tasks with links to each one, and the dashboard's active-timer widget shows the correct elapsed time.

Partner companies and rate cards

Track partner companies with hourly rate cards per project type. Partner leads carry the partner, project type, and an optional custom rate, and the effective rate is locked onto the project when the lead converts — so later rate-card changes don't reprice in-flight work.

Ask AI moves to the topbar

The floating AI orb was replaced with a neat "Ask AI" pill in the topbar — same assistant, less screen clutter.

More board, less chrome

The CRM page header was collapsed into two compact rows and lead names get the full card width, leaving more room for the pipeline itself.

Sticky notes

A Google-Keep-style Notes widget on the dashboard for jotting down quick reminders and ideas.

Past tab, and access for everyone

My Tasks is now available to every user, and a new "Past" tab shows your day-by-day hours broken down per project.

Add tasks inline

Create tasks directly inside a Kanban column or at the top of a List section, without opening a dialog.

Timer badge in the topbar

A topbar badge shows your running timer and today's total hours, with a per-project breakdown one click away.

Import your Slack history

Admins can import a Slack archive into chat. Imported messages are labeled with the original sender, and markdown links in messages now render as clickable links.

Folder-level access

Non-admins now only see the folders (and the projects inside them) they've been added to, while admins keep full visibility — so each team works in its own space.

Multiple emails and phones per contact

Lead contacts can now hold several email addresses and phone numbers instead of just one of each. The lead drawer's tab row also scrolls horizontally on phones.

Anton AI widget opt-out

Prefer a quieter screen? A new setting lets you turn off the Anton AI chat widget.

Easier board scrolling, safer subtasks

Kanban and Gantt views get floating scroll arrows like the leads board, and a parent task can no longer be closed while one of its subtasks still has a live timer.

Due dates behave

Tasks due today are no longer flagged as overdue, and picking a due date no longer lands one day off for Indian time zones.

One timer at a time

Starting a task now automatically pauses your other running timers, so tracked hours stay honest without you having to remember to stop anything.

Smarter proposal defaults

The scope PDF header and body now report the same project duration, new proposals pre-fill your organization's default payment terms, and maintenance carry-forward is on by default for new organizations.

Lead timeline and cold-lead alerts

See when a lead was created, last modified, and moved between stages — and lead owners get an alert when a lead has gone cold for over 3 days (the threshold is configurable in CRM settings).

Project permission fixes

Several permission glitches around who can edit tasks, start timers, and filter task lists were sorted out, and subtasks can now carry their own start and due dates.

Celebrations bot

A friendly bot now posts birthdays and work anniversaries to your organization's announcements channel, so no one's special day goes unnoticed.

Edit tasks right in the list

Update estimated hours and due dates by clicking directly in the task list — no need to open each task. The list view was also reworked so edits feel faster and task updates are clearer.

Your own lead sources

Lead source is no longer a fixed list — type any source when creating a lead, and manage your organization's source list from Settings.

Organize the project list

Drag projects into your preferred order in the sidebar, mark finished projects as inactive, and hide inactive projects to keep the list clean.

Automated follow-up emails

Create email templates and let Apro OS send follow-up emails to leads automatically on schedule, with personalization filled in for each lead.

Marketing scope documents

Generate proposals tailored to digital-marketing projects with their own dedicated document format. Estimated hours are also now calculated more consistently across all proposal types.

Assign leads to your team

Add multiple team members to a lead with per-person controls over who can see contact details or budgets and who can create proposals. Filter the pipeline by assignee to see who's working on what.

Smoother pipeline board

Drag leads into your preferred order within each pipeline column, click a notification to jump straight to the related lead or proposal, and get contact suggestions as you type when creating a lead.

Live-edit proposal documents

Fine-tune a generated proposal by editing the document text directly in the preview before sending. Every draft and sent version is kept with clear draft numbering, so you can always go back.

Find people faster

Start a direct message by searching for a colleague by name.

Estimates module

Build quick cost estimates with line items and automatic totals, then download them as branded PDF documents — a lighter alternative to a full proposal.

Personal to-do list

Keep a private to-do list right on your dashboard for the small things that don't need a full task.

People on your proposals

Add client and team contacts with their roles and notes to a proposal document. Proposal PDFs also got a branded header and footer with a cleaner overall layout.

Module access templates

Apply ready-made access templates to designations instead of ticking modules one by one, and review an audit trail of who changed access and when.

Contacts directory

Manage a proper contact directory: create contacts, link them to leads, and see everything about a person in one place. Duplicate phone numbers are flagged automatically.

Lead follow-ups

Schedule follow-ups on leads with due dates and reminders. Follow-ups show up on your calendar and in My Tasks so nothing slips through.

Finalize proposals

Lock in one version of a proposal document as the final, canonical scope. Notes now support rich text formatting that carries into the PDF, and money fields are easier to enter with proper currency formatting.

Complete, on-brand documents

Proposal documents can now include your bank details, authorized signatory, investment summary and payment milestones — and you can customize the document's fonts and styling from organization settings.

Files on leads

Attach files to a lead and keep them alongside its notes, and lead notifications now take you straight to the lead in question.

Meet your AI assistant

Ask questions in plain language from the floating chat button on any page — the assistant can look up your leads, projects, tasks, tickets and more, and answers with live data from Apro OS.

Module access control

Decide which modules each designation can see. People only get the parts of Apro OS relevant to their role — everything else disappears from their sidebar.

Star, save and to-do

Star important channels to pin them at the top, bookmark messages to revisit later, and keep a lightweight shared to-do list inside any channel.

Revenue targets and splits

Set revenue targets and split project revenue across departments, with the billing overview showing progress against your targets.

Incentives and scorecards

Track employee incentives and run structured competency scorecards during performance reviews. Departing employees can now also be removed from the directory.

Passwords and email

Change your password anytime from your user preferences, and Apro OS can now send email notifications once your organization's email settings are configured.

Choose your AI model

Proposal generation can now run on Claude in addition to Gemini — pick your preferred AI provider in CRM settings.

Calendar and meetings

A full calendar with month, week and day views. Schedule events and meetings, check teammates' availability on a shared grid, and see meeting details with attendees in one click.

Settings hub

One place to manage your organization: company profile, working hours, user preferences, notifications, integrations, HR and payroll templates, ticket and gamification options — plus customizable CRM pipeline stages, lead sources and project defaults.

Folders, recurring tasks and auto-assign

Group projects into folders and move them around, pause tasks you're not ready for, set tasks to repeat on a schedule, and let Apro OS automatically assign work across the team.

Every project gets a chat

Create a chat channel for a project straight from its overview page, keeping project conversations and project work connected.

Better lead pipeline

A new Negotiation stage in the pipeline, a filter bar to slice leads by stage, source and more, and a richer lead panel with extra details.

Complete HR suite

HR grows far beyond the directory: attendance tracking, performance reviews, structured onboarding checklists, employee engagement surveys, and office stock management.

Payroll

Run payroll from Apro OS — salary structures, monthly payroll runs and payslips for every employee.

Recruitment

Track job openings and move candidates through your hiring pipeline from application to offer.

Password vault

Store team credentials securely with encryption and control exactly who on the team can view each entry.

Asset tracking

Register company assets — laptops, equipment, licenses — assign them to employees, and track their status over time.

Dashboard filters

Filter your whole dashboard by date range and other criteria so every widget reflects exactly the slice you care about.

Finance module

Manage client records, log project expenses, and track revenue and billing — with finance widgets like AR aging, cash flow and profitability available on your dashboard.

Build your own dashboard

Choose from a large library of widgets — your tasks today, active timer, lead pipeline, financial summaries, leaderboards and more — and arrange a personal layout that's saved just for you.

Team chat

Slack-style messaging inside Apro OS: public and private channels, direct messages, threads, reactions, pins and search — delivered in real time, with messages encrypted at rest. Discover and join public channels anytime.

Support tickets

Raise and manage support tickets with priorities, statuses, assignments and comment threads, plus automated reminders so tickets don't go stale.

Gamification

Earn points and badges for completing work, keep your streak alive, and see where you stand on the team leaderboard.

Reports

New reports for revenue, profitability, project health, team performance and time & effort — filter by date range and export the results.

Resource planning

Plan who works on what: allocate people to projects, see team capacity on a calendar, maintain a skills matrix, and manage leave requests.