Skip to main content

Changelog

New features, improvements, and fixes shipped to BlueHill.

Latest release · v0.12.0

Knowledge Base — live collaboration

Every Knowledge Base page now syncs in real time across viewers, with anchor-aware comment threads, task ↔ page linking via [[page]] references, and snippet-highlighted full-text search across thousands of pages.

Read the v0.12.0 entry
Knowledge Base2Editing nowAMJ3 commentsLive sync
v0.12.0May 27, 2026NewImprovedFixed

Summary Reports, Task Sheet Importer & Knowledge Base collaboration

  • Summary Reports — A new weekly-summary surface on Reports with an editable notes panel per period. Pick a date range, pull every board and customer that moved, write the standup talking points inline, and save the view so the next review starts halfway done
  • Task Sheet Importer — Bulk-create tasks from a spreadsheet. The new import dialog walks you through template selection, column mapping, and a row-by-row preview before commit. Useful for spinning up onboarding plans from a customer's project list or porting a legacy backlog in one pass
  • Knowledge Base real-time collaboration — Every Knowledge Base page now syncs edits live across all viewers. A Yjs-backed realtime channel per document streams character-level updates plus presence (live cursors with author colors, "Editing now" avatars in the page header) so two people writing the same runbook see each other in real time — no manual refresh, no merge conflicts
  • Knowledge Base anchor-aware comments — Every Knowledge Base document gains a threaded comment layer. Comments anchor to a specific block or text range, replies thread under a parent, threads can be marked resolved, and visibility honors each document's access grants (view / comment / edit assigned at user or team level). Comment activity rolls into the same activity timeline as ticket and task events
  • Task ↔ Knowledge Base linking — A new relationships layer connects tasks to Knowledge Base pages in both directions. From a task: pin the runbook that documents it. From a Knowledge Base page: see every task that references this doc in the new "Linked tasks" panel. The link extension also powers [[page slug]] inline references inside the editor, with autocomplete against the active knowledge base
  • Knowledge Base search performance — Full-text search across the knowledge base picks up a new index and snippet-aware query path. Searching a large knowledge base (1,000+ pages) returns ranked results with the matching passage highlighted in the result list — fast enough to type-search in real time
  • Reports navigation overhaul — The Reports page expanded with shared multi-view support across Summary Reports, Activities, Status Report, and Project Lifecycle tabs. All four now use the same view-switcher, filters, and saved-view structure
  • Board detail dialog improvements — Task rows in the board detail dialog render with better density, the task tab matches the boards-page table styling, and the multi-select filter component handles long option lists without truncating
  • Task activity service expansion — The activity service gains more event types and the timeline renders consistently across the task slideover, board detail dialog, and customer detail page
v0.11.0May 12, 2026NewImprovedFixed

Follow-ups in Reports & manual-mode boards that stay manual

Featured
Status Report follow-ups
Earliest unresolved follow-up per board, resolvable inline from Reports.
  • Next Follow-up column on Status Report — Every board row now shows its earliest unresolved follow-up date with an overdue / today / in-N-days hint. Task-linked follow-ups roll up under their parent board and surface the task name inline so it's clear what's pending
  • Resolve and postpone follow-ups inline — Click any follow-up to mark it done or push it to a new date right from the Status Report. Works for both Interaction follow-ups and follow-ups set directly on a task
  • Per-period status filters — Each period column on the Status Report (This Week, Last Week, 2 Weeks Ago…) has its own filter, so you can ask "show me every board that was Stalled two weeks ago" without losing your current-status filter. The main Status filter now matches current status only — pick "Complete" and you'll only see boards that are currently Complete
  • Next Follow-up column on Activities Report — The same follow-up summary, popover, and resolve/postpone buttons land on the Activities Report
  • Quick Add Tasks — A new button on the board detail header, on every row of the boards list, and on the customer-detail boards accordion opens a compact mini-grid where you can type Name / Status / Assignee / Due for several tasks at once and save them in one go. The dialog stays open so a planning session can flow
  • Configurable card density — A new three-button toggle in the /boards toolbar lets each user pick Comfortable, Compact, or Dense card grids. The choice is saved per user and stays responsive at every screen size
  • Refresh buttons on every grid — The Boards page and every report tab now have a Refresh button that re-pulls data without losing your filters or saved-view state
  • Project Lifecycle filter parity — The Project Lifecycle tab gains the full filter set from Status Report (Status, Customer, Template, Member, Team, plus Start Date / Completion Date ranges with quick presets — Today, Last 7/30/90 days, This Quarter, This Year, All Time — and a calendar back to 2020). Tab counts factor in active filters, "All" is the default tab, and Started / Completed both honor every active filter
  • AND/OR toggle for date filters — When both Start Date and Completion Date are active, a small AND/OR toggle lets you switch between intersection (boards that match both) and union (boards that match either)
  • "vs prev" deltas follow your filter — Summary card "vs prev" comparisons on Project Lifecycle now anchor to the active date range, not a fixed lifecycle window. Pick "Last 30 days" and the delta compares to the 30 days before that
  • Pivot Builder analytics overhaul — Status-pivot and task-pivot rows pick up days active, total / completed / in-progress tasks, completion %, time-estimate minutes, completion date, time-to-complete, days until due, days overdue, weight, and on-time flags. The dimension picker moves into a side panel, and the builder supports more aggregations (count, sum, avg, median, min, max) plus percent and heatmap cell modes
  • Cleaner date-range picker — The dual-month range picker became a single calendar with explicit FROM and TO labels and a range highlight, so it's clear which date you're setting
  • Customer name links across reports — Customer names on the Status Report, Activities Report, and Project Lifecycle table are now clickable links straight to that customer's boards tab. Project names on the Project Lifecycle table go to the customer's board view too
  • Manual-mode boards actually stay manual — Picking a status that happened to match the auto-computed value used to silently flip the board back to auto, so the next recompute could change your pick without warning. Manual is now manual until you explicitly choose "Reset to auto"
  • No more "Auto-refresh" noise on manual board timelines — Background status recomputes no longer write timeline entries for boards on manual mode, so the status history shows only the changes you actually made
  • Follow-up dates no longer show off-by-one — Task follow-up dates rendered a day early for users in negative-UTC timezones (a 5/11 due date showed as 5/10 "overdue"). They're now parsed in local time everywhere
  • Member dropdowns no longer truncate names — The team-member multi-select now expands to a minimum width of 280px in narrow contexts so full names and emails are readable
  • Personalized avatar colors — Users can choose their own avatar color from their profile settings, with a curated palette that stays consistent across the app
  • API keys management — A new section in profile settings lets you create, rotate, and revoke API keys for integrations
  • Faster, broader search — The command palette searches across more fields and surfaces results faster, with smarter ranking for partial matches
  • Import cleanup — Board imports now handle more configurations and surface clearer error messages when something can't be mapped
v0.10.0April 21, 2026NewImprovedFixed

Time Tracking & Customer Custom Fields

Featured
Time Tracking
Log billable minutes against any interaction; export billing reports.
  • Time tracking on interactions — Every note, meeting, call, email, and "Worked On" entry can carry a duration. Log time inline from the quick-add bar or the interaction dialog, with presets plus free-form minutes
  • Time tracking reports — A dedicated Time Tracking tab on Reports aggregates tracked minutes into the same tasks × periods heatmap as the Activities Report, with CSV export and per-person totals
  • Activities Report groups by Person and projects counts — Grouping by Person now shows each member's own authored activity in every cell, dots, and tooltip — not the board-wide total. Filtering by Person narrows groups and projects counts to the filtered author(s)
  • Activities Report sticky headers + performance — Column headers stay pinned while scrolling through thousands of rows, and the table virtualizes in both Board and Task modes so large orgs scroll smoothly
  • Custom fields on customers — Define org-level custom fields scoped to customers (select, text, number, date, checkbox, textarea, email, url, currency) and edit them from the customer overview popover, detail edit form, and a new customer-fields column on the customers table
  • Customer custom-field columns in reports and boards — Saved views on the boards page and reports can surface any customer custom field as a column alongside the existing task fields
  • File uploads on activity entries — Attach files directly to any interaction or note. Uploads surface inline in task and board activity feeds, carry visibility (internal vs customer), and feed the new Document Library
  • Document Library + Files page — A new Files page across the org aggregates every uploaded document with filters by board, customer, type, and visibility. Per-document sharing and comment threads let teams collaborate on attachments without leaving the feed
  • Follow-up column on boards — Tasks gain a dedicated Follow Up date column alongside Due Date. The column is toggleable in views, sortable, and filterable on /boards, the board detail view, and the Boards section of the customer detail page
  • Board statuses prioritize workspace groups — Anywhere a board's status is picked (boards list, board detail, customer board tabs), statuses bound to that board's workspace groups — plus globals — surface at the top of the picker; auto-computed statuses also restrict to the board's group-scoped pool
  • Board detail saved views for Status Report — The Status Report on /reports gets the same Columns + Views structure as the boards pages: toggle columns, save named views, share across the team, and set a personal default
  • Snappier board search — Keystrokes no longer block re-rendering the full list: the search input has its own local state, debounces to a deferred filter, and shows a spinner while reconciling so typing stays responsive on 200+ board orgs
  • Matching Tasks keeps matches visible — On the boards page, when you filter tasks and switch to "Matching Tasks" mode, tasks whose parents got filtered out are now re-rooted so the match actually renders instead of hiding behind an invisible parent
  • Clicking a task in Activities opens the task — Task rows in the Activities Report open the task detail slideover directly, with the Activity tab showing a dynamic list of activity-type filter pills (All, Worked On, Status, Progress, Notes, Due Date, and any others present in the feed)
  • Unified activity filter pills — Activity tabs on the task slideover and board detail dialog now share the same dashed-border pill styling used by Activity Types elsewhere, for a consistent look across the app
  • Team member activations and placeholders — Memberships track is_active and is_placeholder so historical members can be preserved, the add-historical-member dialog can onboard former assignees, and inactive members get a badge on the members table and selects
  • Activity count badges on task rows — Inline badges show the number of activities logged on each task with a recency indicator, alongside existing quick-add actions
v0.9.0April 13, 2026NewImprovedFixed

Activity Reports

Featured
Activity Reports
A heatmap of customer-facing actions by board and period.
  • Activities Report with pivot table — A new Activities tab on Reports turns raw activity data into a tasks × time-periods heatmap with daily, weekly, or monthly frequency and configurable lookback windows up to a year
  • Saved views for Activities Report — Name and save any filter configuration (activity types, lookback, grouping, heatmap toggle, workspace scope), set a personal default, and switch between views instantly
  • Board-scoped Activity Report — Right-click any board card or list row to open a compact activity-report side sheet showing a heatmap table, quick-add buttons, and the same filter controls as the full report
  • Quick Add Interaction — One-click interaction loggers (Note, Internal Progress, Email, Call, Meeting, Worked On) appear inline in reports, board cards, and task rows
  • Color-coded activity feeds — Activity timelines in task and board detail views now render each interaction type with its own icon, badge color, and author avatar instead of a generic entry style
  • Progress range filter on Boards — A dual-handle slider filter lets you narrow the boards list to a specific completion-percentage range
  • Customer filter on board reports — The board-level report table now includes a customer multi-select filter
  • Boards toolbar reorganization — Search, sort, column manager, saved views, and card/list toggle are consolidated into a single toolbar row with filters on a dedicated row below
  • Navbar dark-mode polish — Active and inactive nav items use refined dark-mode colors for better contrast and readability
  • Filter dropdown fix — Long filter lists no longer overflow off screen
v0.8.0April 7, 2026NewImproved

Board Group Workspaces

Featured
Board Group Workspaces
Scope statuses, members, and views to a workspace's boards.
  • Board Groups as workspaces — Group related boards into named, color-tagged collections that act as lightweight workspaces. Selecting a group filters the boards page, reports, and other views to just that workspace's work
  • Workspace switcher — A new switcher sits at the top of Boards and Reports. Pick "All boards" to see everything, or jump into any workspace with one click — your selection sticks as you move around the app
  • One-click create + manage from the dropdown — Create new groups inline from the switcher, and click the gear icon on any group to open a comprehensive management dialog with Settings, Templates, and Statuses tabs — no separate page to visit
  • Many-to-many memberships — A board can belong to multiple groups, and groups can be set as defaults at the template level. New boards created from a template inherit the template's groups automatically, and you can override or extend a board's groups individually
  • Inline group chips on board cards — Every board card on /boards now shows the groups it belongs to as colored chips, so you can see context without opening details
  • Inline group editor on the templates table — A new "Board Groups" column on /templates lets you click any cell to edit which groups a template's new boards will inherit, without leaving the table view
  • Board Statuses scoped to workspaces — Associate any board status with one or more workspaces. When you're inside that workspace, status filters and the per-board status picker show those statuses in their own labeled section at the top of the dropdown, with everything else below. Statuses with no group memberships stay visible everywhere
  • Workspace status fallback — If a workspace has no statuses associated, every status is shown by default, so the workspace stays usable from day one without needing setup
  • Reports filter by workspace — The Status Report, Pivot Builder, and Project Lifecycle tabs all narrow their data to the active workspace's boards, with summary metrics and CSV exports respecting the filter
  • Pickable icons for each workspace — Choose from a curated set of 100+ Lucide icons to give each workspace a distinct visual identity. Icons render in the switcher, group rows, and the management dialog header on top of each group's color
  • Compact, polished management dialog — Equal-width tabs, sticky search inputs, hover-revealed remove buttons, and disambiguated rows showing customer/template context for boards make managing larger groups feel fast
v0.7.0April 2, 2026NewImprovedFixed

Gantt Chart & Activity Intelligence

Featured
Gantt + Activity Intelligence
Visualize task timelines and surface where work is stalling.
  • Dedicated Gantt chart page — A new standalone Gantt view at /gantt with full filtering, group-by, and timeline controls, giving you a bird's-eye view of every project across your organization
  • Activity tracking on the timeline — See notes, emails, calls, meetings, status changes, due date updates, and more directly on the Gantt chart, with color-coded markers for each interaction type
  • Per-period activity summaries — Each time column (day, week, month, quarter, or year) shows aggregated interaction and activity counts per board and group, so you can spot engagement patterns at a glance
  • Clickable activity cells — Click any summary cell to see the full breakdown of interactions and activities for that period, with detailed popovers showing titles, descriptions, and change history
  • Group-by for Gantt — Organize your timeline by customer, team member, template, or board status to see work from different angles, with group headers showing aggregate activity counts
  • Interaction type filters — A unified filter popover lets you toggle visibility for all 18 interaction types plus 8 activity types, with per-type counts and section-level show/hide controls
  • Task and subtask hierarchy — The Gantt chart now clearly distinguishes parent tasks from subtasks with visual connectors, distinct bar sizes, and indented labels
  • Customer detail timeline — The customer Activity tab now features a split view with the Gantt chart alongside the activity feed, with full-screen expand support
  • Smart task filtering on boards — When using task filters like Status or Priority, choose between seeing the whole board or only matching tasks with the new "Whole Board" / "Matching Tasks" toggle
  • Cleaner activity feed cards — Activity feed cards now match the task detail slideover style with tinted icon backgrounds, avatar initials, and relative timestamps
  • Five zoom levels — The Gantt chart now supports Day, Week, Month, Quarter, and Year views for navigating timelines at any scale
  • Due date indicators — Clear flag and alert icons replace the old triangle markers, making overdue and upcoming due dates easy to spot on the timeline
  • Text size support — The Gantt chart respects your text size preference, scaling uniformly when set to large or extra-large
v0.6.0March 30, 2026NewImprovedFixed

Reporting & Speed Improvements

Featured
Reporting & speed
Faster status-report rendering on large tenants.
  • Enhanced reports — Dig deeper into your team's performance with expanded reporting views, more filtering options, and richer analytics across customers and tasks
  • Better email tracking — Emails tied to tasks now display with clearer threading and context, so you can follow customer conversations without leaving the task view
  • Faster page loads — Boards, customer views, and reports now load significantly faster, especially for teams managing large volumes of tasks and customers
  • Smoother navigation — Reduced lag across the platform with behind-the-scenes speed improvements that make everyday workflows feel more responsive
v0.5.1March 25, 2026NewImproved

Personalization & Workflow Improvements

Featured
Personalization
Saved views, color palettes, and per-user defaults.
  • Customize your text size — Choose between default, large, or extra-large text across the platform from your profile settings, so you can work comfortably all day
  • Organization-wide preferences — Admins can now set default preferences for the entire team, keeping everyone aligned while still allowing individual adjustments
  • Due date change reasons — When a due date is updated, you'll be prompted to note why, so your team always has context on schedule changes
  • Activity badges on boards — Quickly spot which tasks have recent activity with color-coded badges, so you spend less time clicking into items to check status
  • Date range filters — Filter boards and customer views by specific date ranges to focus on exactly the timeframe that matters
  • Assignment queue — Managers can now distribute tasks through a structured queue, making it easier to balance workload across the team
v0.5.0March 18, 2026ImprovedFixed

Internal Boards & Stability Improvements

Featured
Internal Boards
Boards scoped to your team, hidden from customer portals.
  • Internal board management — Create and manage internal-only boards that aren't visible to customers, perfect for team planning and internal workflows
  • Board import — Migrate your existing boards into BlueHill with a single click, preserving columns, groups, and item data
  • Spreadsheet import — Upload CSV or Excel files to instantly create boards pre-populated with your data
  • Archive management — Archive and restore boards without permanently deleting them, keeping your workspace clean while preserving history
  • Performance fixes — Resolved several edge cases causing slow renders on boards with 500+ items
v0.4.2March 17, 2026NewImproved

Rich Text Editor & Board Filtering

Featured
Rich text editor & board filtering
Better inline formatting and link previews for notes.
  • Lexical rich text editor — Replaced the previous editor with Lexical for faster performance, better collaboration support, and a cleaner editing experience across tickets, notes, and documents
  • Date picker plugin — Insert inline dates directly in the editor that link to your calendar and support relative formatting
  • Board filtering — Filter board items by status, assignee, priority, date range, or any custom field with real-time results
  • Freeze filters — Pin your most-used filter combinations so they persist across sessions and page reloads
  • Status select improvements — Redesigned the status picker with color-coded options and keyboard navigation
v0.4.0March 16, 2026NewImprovedFixed

Advanced Views & Custom Fields

Featured
Advanced views & custom fields
Column toggles, saved views, and custom field types across boards.
  • Advanced Views — Save and switch between multiple views per board including table, Kanban, timeline, and chart views, each with independent filter and sort configurations
  • Custom fields — Define your own field types (text, number, dropdown, date, person, formula) on any board to track exactly the data your team needs
  • View sharing — Share specific views with teammates or customers without exposing the full board
  • Production stability fixes — Resolved issues with real-time updates on boards with concurrent editors
  • UI polish — Improved spacing, alignment, and dark mode consistency across board components
v0.3.5March 12, 2026NewImproved

Onboarding Templates & Board Creation

Featured
Onboarding Templates
Clone proven workflows with relative-date scheduling.
  • Onboarding template library — Choose from pre-built onboarding templates for SaaS, professional services, and agency workflows, then customize them for your team
  • Template indexing — Browse and search templates by category, industry, and use case with instant preview
  • Improved board creation — Streamlined the new board flow with better defaults, optional template selection, and column presets
  • Template duplication — Clone any template to create variations without starting from scratch
  • Onboarding progress tracking — Templates now include built-in milestone tracking with percentage completion indicators
v0.3.2March 11, 2026NewImproved

Form Builder & Team Management

Featured
Form Builder
Drag-and-drop fields with branching logic and conditional sections.
  • Form builder enhancements — Added conditional logic, file upload fields, and signature capture to the form builder, making it possible to handle complex intake workflows
  • Team & organization units — Organize your workspace into teams and departments with separate permissions, dashboards, and customer assignments
  • Template analytics — Track which templates are most used, average completion times, and where customers get stuck during onboarding
  • Member selection improvements — Redesigned the team member picker with search, role filtering, and recent selections
  • Form submission notifications — Get instant notifications when customers submit forms, with customizable routing rules
v0.3.0March 9, 2026New

Gantt Chart Visualization

Featured
Gantt Chart Visualization
First-class timeline view across every board.
  • Gantt chart view — Visualize project timelines with an interactive Gantt chart that supports drag-to-reschedule, dependency lines, and milestone markers
  • Dependency management — Link tasks with finish-to-start, start-to-start, and other dependency types to model complex project workflows
  • Critical path highlighting — Automatically identify and highlight the critical path so your team knows which tasks directly impact the project deadline
  • Timeline zoom — Switch between day, week, month, and quarter views to see the right level of detail for your planning horizon
  • Export to PDF — Generate shareable PDF reports of your Gantt chart for stakeholder reviews and client presentations
v0.2.5March 5, 2026NewImproved

Customer Insights & Risk Scoring

Featured
Customer Insights & Risk Scoring
Weighted risk score per customer, computed from activity signals.
  • Customer insights dashboard — A unified view of every customer's health, engagement, and risk signals in one place, replacing scattered spreadsheets and gut instinct
  • Automated risk scoring — Multi-factor risk scores calculated from engagement frequency, project health, support ticket volume, and payment history, updated in real time
  • Activity heatmap — Visualize customer engagement patterns across days and weeks to spot drops before they become churn risks
  • Stalled project alerts — Automatic detection and alerts when projects lose momentum based on task activity, blocked items, and milestone delays
  • Risk trend tracking — 7-day and 30-day trend analysis to distinguish temporary dips from genuine deterioration
v0.2.0February 28, 2026New

Kanban Boards & Visual Project Management

Featured
Kanban Boards
Visual project management with drag-to-update cards and columns.
  • Kanban board view — Drag-and-drop cards between columns to manage project phases, support queues, or any workflow stage visually
  • Priority color coding — Cards automatically display priority levels (urgent, high, medium, low) with distinct colors for instant visual scanning
  • Card details — Click any card to expand a detail panel with description, attachments, comments, activity history, and custom fields
  • Column WIP limits — Set work-in-progress limits per column to prevent bottlenecks and maintain flow
  • Board automation triggers — Configure automatic actions when cards move between columns, such as sending notifications or updating statuses
v0.1.5February 19, 2026NewImproved

Customer Portal & Document Management

Featured
Customer Portal
Branded portal: tickets, documents, status — for every customer.
  • Customer portal — Give customers a branded, self-service portal where they can track project progress, view tasks, access documents, and communicate with your team
  • Portal customization — Configure which sections are visible per customer, add your logo, and choose a color scheme that matches your brand
  • Document library — Upload, organize, and share files with customers through the portal, with folder structure and version history
  • Portal messaging — Customers can send messages and ask questions directly through the portal, keeping all communication in one thread
  • Access controls — Granular permissions let you decide exactly what each customer can see and do within their portal
v0.1.0February 7, 2026New

Initial Release

Featured
Initial release
Customers, boards, tickets, and a shared workspace for the team.
  • Ticket management — Create, assign, prioritize, and track support tickets with a clean inbox-style interface designed for customer-facing teams
  • Support queue — Configurable queues with automatic routing based on ticket type, priority, and team assignment rules
  • SLA tracking — Define SLA policies with response and resolution time targets, and get alerts before breaches happen
  • Canned responses — Build a library of templated replies for common questions to speed up response times without sacrificing quality
  • Email integration — Convert inbound emails into tickets automatically, and reply to customers directly from the ticket view
  • Team dashboard — Real-time overview of open tickets, SLA compliance, team workload, and response time metrics