Own your workflow with the new Board view in Tasks
With Board view, you can now establish a workflow for each project, so that all your work is clearly organized the way that works best for you.
Quickly filter by project
Each of your projects in Indy can have its own unique columns. If you just want to see the tasks you don’t have assigned to a project, you can select the “No Project” option.
Customize your columns
Add as many columns as you’d like and customize their heading and color. To save time, you can even make it so that tasks you drag to that column are automagically marked Done.
Drag and drop to rearrange
Easily drag and drop a task into any status or move the task up or down to change its priority.
Ready to give Board view a try?
We've done some reworking to the first step of contract creation. Previously, contract types and different vocational templates were all in the same dropdown list together, which made it difficult to understand the difference.
Now, you'll select your contract type first, then choose your other settings from there.
Vocational template update
- All the vocational templates are now batched together under the Project Agreement option.
- We've added a ton of new vocations to the list.
- The list is now searchable.
- If you don't see your vocation listed,you can now add your own custom vocation and save it to the list so you can easily use it again in the future.
We hope this helps make your contract creation process a little easier! Our designers have additional Contracts improvements in the oven, which we hope to have hot and fresh for you in the near future.
Ready to make sending your invoices, contracts, and proposals even easier?
Our latest update to the sending experience lets you create message templates that you can reuse anytime you're sending a document.
Using your message templates
When you're on the Send screen for an invoice, contract, or proposal, simply select a template from the Template dropdown. This will populate the subject line and message with the text from the template. You're free to fully edit it before you send it.
You can also create a new message template from there.
Accessing and managing your templates
We've provided you with some starter templates. Feel free to edit these as you see fit. You can also delete them and start fresh—it's your space to do with how you like.
Your list of message templates can be accessed in your account settings.
🗒 We previously updated the send screens to create a more consistent approach to sending documents.
We've updated the document sending experience to bring more consistency to how sending works between each of your tools.
- Preparing your email is now more visually representative of what the email will look like in your recipient's inbox.
- You can now customize the email subject line.
More improvements to the document sending experience are coming soon, so stay tuned!
Today's update brings more visibility to updates! Now, if there's something new in the system that wasn't there on your last visit, you'll know about it.
Tiny tweaks have no place here (we won't bombard you with a ton of information). Instead, we aim to mostly share details about new or improved functionality. As you can see, many of our previous updates are already available to read through, which will give you an idea of the sorts of information we'll be sharing in the future.
But wait, there's more ...
Today's update also cleans up the design of the top navigation bar, with new icons, a new background color, and other refinements and usability improvements.
Thanks for tuning in to this update. Make today a good one ✌️
❤️ Team Indy
Bring your contacts into Indy more easily than ever
Your leads and clients are an essential part of the work you do in Indy and we're aware that you may have a lot of them that you need to add to your workspace.
Now, instead of just adding them all manually, you have the option to import up to 250 of them at once from a CSV file. This import option can be found on the main People page in Indy.
Some fun facts about invoice numbers:
- Invoice numbers are now alphanumeric, giving you more flexibility to number your invoices in a way that works for you. Have letter codes that you like to include with your invoice numbers? No problem. Numbers, letters, and dashes (-) are now accepted in the invoice number field.
- We've also added a Reference Number field in case you have a secondary number you need to include.
Please let us know what you think of these new features so we can continue improving upon them.
One more thing ...
You can now edit the message at the very bottom of the invoice. This is your space to add a bit of personality with a nice thank you.
Coming in hot! 🔥
Review & Approve came to Files back in June, giving you a new way to send your work files to your clients, upload revisions, and get formal approval.
Today, we're introducing another feature to the mix: Hotspots.
Hotspots allow you, your clients, and collaborators to comment on specific areas of the file to make it obvious what each comment is referring to. You can still leave general comments without hotspots.
There are two ways to leave a hotspot comment:
1. From the toolbar at the bottom of the preview area
2. From the comment field in the sidebar
Lastly, the hotspot number is indicated with its corresponding comment in the sidebar, which makes it easy to identify each. Hovering over the comment will bring focus to its hotspot in the preview area.
We want to continue improving hotspots, so please share your thoughts by leaving feedback!
Line items, stone-still,
until a breeze stirs them 'round,
swift as autumn leaves.
Yep, it's true, line items were previously unmovable in invoices. Bummer, we know. But as of today, you can drag and drop to rearrange your Invoice line items however you please. Enjoy some of that with your morning coffee ☕️
May you be the breeze to your line items, and may rearranging them be a breeze for you.
We know, that's sort of obvious.
What we're talking about today, though, is a fresh new "+ New ..." button in the top widget bar that helps you speed up your workflow by creating new things faster, from just about anywhere in the system.
Shiny. Useful. New.
New is the new new. Who knew?
Have fun with your newfound power of quick creation.