New: Explore what's shipping this quarter

Changelog

What shipped in Base Assist to create a better all-in-one platform

26.09.02

Features

  • A New Way To Search and Filter

    We have combined the search and filter to make a more natural and user-friendly way of searching. You can easily type and let filter options surface for you. You can continue to search by names and non-filter options for a wider search. We have also introduced more complex filtering with the "Is" and "Is Not" options

  • Wiki pages on a project

    Each project now has a Wiki. Add pages in a tree, write with mentions and links, and keep the notes next to the work.

  • New Financial Document Template Layouts

    You can now select from 12 different template layouts for your Quote, Statements, and Invoices. These new templates allow you to beautifully present these documents to your customers in Web, PDF, and Email

  • A calendar layout for project views

    A project view can use a calendar. See tasks on the days they fall, and create a task from a date range on that calendar.

  • Uploads that show progress

    Cabinet sends files straight to storage and shows progress while they go. You can keep working while a large file finishes.

  • A clearer signup, and a way to join

    Signup walks through creating an organization. If your work email already matches one, you can request to join. Settings has Getting started for a short tour of the office.

  • Persisted Searches

    When you search and filter, navigate to a new single view, and return back to a list your previous search and filter remain so you do not have to enter the query over again

Bug fixes

  • Switching organizations

    Switching to another organization now refreshes your session in place, so you land in that office instead of getting stuck or signed out.

  • Password reset from the email

    The reset link opens with your email and code filled in. The code now expires in 10 minutes.

26.09.01

Features

  • Base Assist on iOS and Android

    Base Assist is on the App Store and Google Play. Open projects, tasks, time, files, and the rest of the office from your phone.

  • Home screen widgets

    Add Timer, Tasks, Favorites, Today's Tasks, and Task Activity to the phone home screen. Open a widget to jump back into that work. Home can show the same task activity view.

  • A running timer on the lock screen

    When a timer is running, iPhone shows it on the lock screen and Dynamic Island. Android shows a live timer notification. Start or stop it from there without opening the app.

  • Share, chat, and react in meetings

    Share your screen during a call on the phone or the web. Send a message in the meeting chat, and drop an emoji reaction that the room can see.

  • Time-off approval workflows

    Build the path a time-off request follows, from submit through approve or deny. Managers can review team banks, and people get a notice when time is added to theirs.

  • Help desk replies by email

    When a customer replies to a ticket email, the message lands on the ticket. You can read the thread there and open a linked task from the same place.

Bug fixes

  • Sign-in on the phone

    Signing in with a connected account on the phone now returns you to the app with a clear message if something goes wrong, instead of leaving you on a dead page.

  • Notifications update as they arrive

    The inbox and the app badge update when a notification or chat comes in, so you do not have to refresh to see new items.

26.08.06

Features

  • Daily Brief

    Home now opens a Daily Brief for the morning and afternoon. It gathers tasks, expenses, invoices, time, and other work into a short rundown you can play, mark off, and rate.

  • A data center for the organization

    Governance now has a Data page. See Cabinet storage, how records sit across the office, and open a collection to browse or edit.

  • See who is signed in

    Security shows who is signed in, who uses extra verification, and recent deletes. Revoke a session to sign that person out of that device.

  • Cabinet storage packs

    On the Cabinet subscription you can add storage packs when you need more room. The page shows how much you are using and how many packs cover it.

  • Tables on Native and Small Screens

    We have updated the way data loads on tables in small and native screens to provide a better experience

  • A new way to work with expenses

    You can now work with expenses on a full page view in addition to using the expense sheet

26.08.05

Features

  • Sign in with a Passkey and Apple, Google, or Github

    Open Security to add a passkey or connect Google and Apple. You can also turn on an email code at sign-in. The login screen finishes those handoffs on phone and desktop.

  • Email Authentication Codes

    You can now have an auth code sent your email in addition to totp codes

  • The Websites app

    Create a site, shape content types, and publish entries from the Websites app. Use the public API to deliver that content wherever you host.

  • Tables that work on a phone

    Wide lists turn into cards on a small screen, then keep loading as you scroll. You can read and act on the same rows without pinching a spreadsheet.

  • Profiles and Settings

    We have revamped the user and profile sections allowing you to customize your organization profile, select how you want to be notified including quite hours, and other security upgrades

  • Richer Chat

    Photos, PDFs, and videos preview in the thread. Links show a card. New messages play a sound on your phone so you do not miss the ping.

Bug fixes

  • Invite and reset links go to the right place

    Emails for invites, approvals, and password reset use the same live app URL, so the button opens the office you are in.

  • You stay signed in when your profile changes

    Saving your profile refreshes your session instead of kicking you out. Sessions last 14 days.

  • Time App

    We have fixed an issue the time tracking app that was exporting PDFs without respecting the sort order. We also fixed upload template in the admin section allowing admin users to download the template in Base Grids or excel and upload the time to Base Assist

  • Expenses App

    We have fixed the batch sheet which was previously showing all approved expense reports rather than just the reports that were approved and not batched. Several improvements were made to the expense sheet.

26.08.04

Features

  • We got our act together

    There is a changelog now. You can stop asking in chat what shipped. Future releases live here, newest first. We will try to keep it current. No promises on the jokes.

  • Project labels, tags, and priorities

    Projects can carry labels, tags, and a priority. Status is easier to scan. Exports include the new fields. Templates can set them up once.

  • Mute and mentions in Chats

    Mute a conversation when it is noisy. Mention people, @everyone, or @here when it is not. Pushes respect mute unless you were mentioned.

  • Guests can join a meeting

    Someone outside the org can request to join. The host admits or denies them. Guests get a token when they are let in. Join requests are rate limited.

  • Surveys

    Create a survey, send invitations, and collect responses. Public survey routes are in so you can share a link without a login.

  • File sharing and PDF previews

    Share links handle more file types. PDFs show a first-page thumbnail. The file manager has a clearer actions menu and a better layout on a phone.

  • Favorites

    Pin the records you keep opening. The API stores favorites per person so the list follows you.

  • Help Desk ticket-only channels

    A channel can take tickets without opening live chat. Embed display options sit on the channel. Unread badges show up in the app.

  • Time entries know the client

    A time entry can point at a client, not only a project. Expense logs can follow the same record.

  • Canvas and Excel open in a new tab

    Open a canvas or spreadsheet without leaving the page you were on. Linked Excel grids are not uploaded again. The editor tears down without crashing on back.

  • Cabinet views for clients and projects

    Open Cabinet from a client or a project and see the files that belong there. Connected-app lists for both.

  • Clear notifications in bulk

    Delete one notification, or clear a pile of them, without tapping through each one.

Bug fixes

  • One timer at a time

    Starting a second timer is rejected if one is already running. The error is clear instead of a mystery double clock.

  • QuickBooks Integration tokens and batches

    Status, token refresh, and batch errors are less likely to strand a sync. Expense push to QuickBooks is more careful when a run fails partway.

  • Expense allocation checks

    Allocations are validated before they save. File access on those records is tighter.

  • Time off approvals

    Notification now correctly get pushed out for the life cycle of the time off request. You can manage your notification settings under your profile settings

  • Unread chat counts

    Unread queries and webhook message handling are more reliable, so badges match what is actually unread.