Check out BasicOps Recent Updates
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✨️ Meet Spark: Your AI Onboarding and Help Guide
Get up to speed fast, and get help anytime, from an AI assistant built right into BasicOps.
Spark walks you through your workplace one feature at a time: projects and tasks, views, communication, time tracking, custom fields, forms, templates, automations, and integrations.
After onboarding, Spark stays on as your help assistant. Ask her anything about BasicOps in your own words, and she'll answer with clear steps and links to the right help articles.
To open Spark, click the Spark icon at the bottom of the chat bar on the right.
Spark is available to everyone in your workplace.
Visit this article to learn more!
🤖 Create Guild.ai Agents Without Leaving BasicOps!
Add a Guild.ai agent to your team in under a minute!
You can now create a Guild.ai Agent User straight from BasicOps. Give it a name and your Guild API key, and BasicOps builds the agent in your Guild account and connects it to your workplace for you.
Go to Settings → Users → Agents, open the menu next to Add Agent and choose Add Guild Agent. Once your agent joins, assign it tasks and talk with it in chats, channels and task discussions, just like any team member.
Already have a Guild agent you want to keep? You can still connect it manually.
Visit this article to learn more!
📅 Fix Out-of-Order Tasks on Your Timeline!
Keep your task priorities in step with your timeline!
As a project moves along, the priority order of your tasks can drift away from the start dates on your Timeline. Now you can bring them back in line with one click.
Select Status in the Timeline view. If any tasks are out of priority order, the Timeline Status dialog lists them with an Update priorities of listed tasks button. Select it, and BasicOps recalculates the task priorities to match their start dates.
No setup needed. It's live in every workplace.
Visit this article to learn more about the Timeline view!
🖥️ Bigger Task and Project Overlays!
More room to read and reply without leaving your list!
When you open a task or project, the overlay now scales with your screen, up to 1200 pixels wide. That gives you more room for descriptions, discussions and custom fields without switching to the full page.
It's automatic. Open any task or project to see the difference.
⚙️ Default Client Access Option
Under Preferences → Default Client Access, choose who can see the new discussions and file uploads you create by default.
- Project Team — Only internal Project Team members can see them.
- Project & Client Team — Both internal Project Team members and Client Team members can see them.
Your selection becomes the default for all new discussions and file uploads you create. You can change it at any time.
Note: This setting is available only when Discussion and File Access Control is enabled by your workspace Administrator under Workspace → Client Access Control.
Visit this article to learn more!
✴️ Agent Users: Now with Claude!
Bring Claude onto your team as a full member!
Agent Users now connect with Claude, joining Guild.ai, OpenClaw, and Gumloop.
Claude runs on your own machine or server through the BasicOps agent connector. One command verifies your agent, connects it, and brings it live in your workspace — using the Claude subscription you already have.
From there, Claude works like any other Agent User: mention it to put it into action, assign it tasks, and loop it into projects.
Visit this article to connect Claude!
🤖 Agent Users: Now with Guild.ai!
Bring even more AI agents onto your team!
Agent Users now connect with Guild.ai, alongside OpenClaw and Gumloop. You can build your AI teammate on the platform you already use.
Fork the BasicOps template in Guild.ai and your agent shows up in BasicOps ready to receive messages, join projects, and take action — just like any other team member.
Visit this article to connect a Guild.ai agent!
🎥 Zoom Meeting Summaries, Now in Your Notes!
Turn your Zoom meetings into notes automatically!
Connect Zoom to BasicOps and every AI-generated meeting summary lands right in your Notes! Each note is ready to be shared, and you can turn your action items into tasks with just 1 click!
Authorize Zoom to get started, then make sure AI Companion is on and you're recording to the cloud. The summary shows up as a personal note the moment your meeting ends, in every workspace where you're authorized.
Visit this article to learn more!
🤖 Welcoming Agent Users!
Put an AI team member to work in your workspace!
Agent Users bring AI directly into BasicOps as full members of your team. Assign them tasks, loop them into projects, and let them handle the busywork — so your team can focus on the work that matters most.
Agent Users can act exactly as team members, simply mention them to put them into action.
Keep your AI Agents working in a place you already are.
Visit https://www.basicops.com/agent-users to learn more!
📝 Granola Notes, Made Straight into Tasks!
Turn your meeting notes into action automatically!
The new Granola integration sends your meeting notes straight into BasicOps, so everything discussed lands right where your work lives.
Notes and next steps, ready the moment your meeting ends. You can also create a task with just a single click once your notes arrive.
Check out the BasicOps-Granola web page here.
Visit this article to learn more about the benefits!
Visit this article to learn how to connect Granola!
🚀 Drive Results and Save Time with 3 New MCP Recipes!
We’ve added three new MCP Recipes that will increase your productivity and effectively leverage AI. Check out the Project Creator, Retrospective Report Generator, and Project Friction Report.
Each Recipe is heavily customizable and extremely easy to use. We have created demo guides for each one.
Visit ++basicops.com/ai-prompt-recipes++ to learn more about MCP Recipes!
If you need help setting up your MCP Connection click here.
🎯 Always Know What to Tackle Next
You can now connect an AI assistant like Claude directly to BasicOps. Using MCP (Model Context Protocol), your AI assistant can create tasks, manage projects, and pull updates for you — all through natural language.
To make it even more useful, we’ve been building MCP Recipes: a series of prebuilt prompts we use internally to streamline workflows and save time.
First up: answering the question that kicks off every workday: “What should I do next?”
The new Task Prioritizer MCP Recipe helps you cut through the noise and focus on what matters most. Instead of manually sorting through your task list, simply run this prompt and get an ordered, prioritized view of your work in seconds.
Each Recipe is heavily customizable and extremely easy to use. We have created demo guides for each one.
Visit basicops.com/ai-prompt-recipes to learn more about MCP Recipes!
If you need help setting up your MCP Connection click here.
🚨 Your Early Warning System for Project Risks
Tackle risks before they become issues!
The Blocker & Risk Identifier MCP Recipe scans your workspace and surfaces potential blockers and risks proactively. Catch problems early, keep your projects on track, and spend less time firefighting.
Each Recipe is heavily customizable and extremely easy to use. We have created demo guides for each one.
Visit basicops.com/ai-prompt-recipes to learn more about MCP Recipes!
If you need help setting up your MCP Connection click here.
📋 Morning Briefing, Instantly Generated
Get your daily overview in seconds!
The Daily Standup MCP Recipe gives you an instant snapshot of your day — without the manual prep. Run the prompt and your AI assistant pulls together everything you need to know: what's due, what's in progress, and what needs attention.
Each Recipe is heavily customizable and extremely easy to use. We have created demo guides for each one.
Visit basicops.com/ai-prompt-recipes to learn more about MCP Recipes!
If you need help setting up your MCP Connection click here.
🧠 Prevent Burnout Before It Starts
Prevent burnout and reorganize responsibilities!
The Capacity & Workload Balancer MCP Recipe gives you a clear picture of who has too much on their plate — and helps you redistribute work before it becomes a problem. Stay ahead of bottlenecks and keep your team running smoothly.
Each Recipe is heavily customizable and extremely easy to use. We have created demo guides for each one.
Visit basicops.com/ai-prompt-recipes to learn more about MCP Recipes!
If you need help setting up your MCP Connection click here.
Your AI Assistant Now Speaks BasicOps
BasicOps now connects directly with your favorite AI assistant. With the brand new BasicOps MCP Server, you can create tasks, set due dates, and assign projects to people, all through any AI assistant you already use! All you have to do is set up the connection.
Popular connections include:
- Claude - Web, Desktop, and Code
- Cursor
- Windsurf
- OpenClaw
The result: less switching between tools, faster task management, and a smarter workspace that works the way you do.
To learn more about BasicOps MCP Server, read here.
To set up BasicOps MCP, follow this guide.
Major Update to Our BasicOps API
The BasicOps API just got a major upgrade. We've extended it with powerful new endpoints so third-party tools can do more than ever.
You can now integrate with:
- Reviews
- Task dependencies
- Chats, group chats, and channels
- Messages, replies, and reactions in task and project discussions as well as chats, group chats, and channels
- Bulk operations on projects, tasks, sections, notes, and templates
- New options for file uploads and downloads
- Getting links to projects, tasks, notes, messages, and replies
These additions mean more flexibility for developers, richer integrations, and a BasicOps that connects seamlessly with the rest of your stack.
To read more, click here.
Filter now has options to exclude information
Finding the right tasks just got easier with more powerful filtering options. You can now filter by exclusion, allowing you to filter not just by what to include, but by what to leave out. By default, any filters you apply will show matching items in your view. Click the = button and you can flip any filter to exclude instead, giving you a cleaner, more focused view with fewer clicks.
New Easy Ways to Only See Parent Tasks in Calendar
Your calendar just got more complete.
You can now show subtasks directly in the calendar view, giving you full visibility into your upcoming schedule. Find the "show subtasks" option to the right of the filter.
It's easy to utilize, but the impact is big: everything you need to plan your week, all in one place.
See the before and after:
📝 Major Notes Update — Work Faster, Stay Organized, Think Visually
Notes just got a big upgrade! You can now:
- Format text with multiple header sizes
- Add tables and images directly in your notes
- View and resize images inline
- Move lines and tasks easily with drag & drop
This makes Notes more powerful, visual, and flexible — perfect for organizing ideas, specs, meeting notes, and workflows in one place.
🌐 Connectivity Improvements — Stay Productive, Even on Slow or Lost Connections
We’ve improved how BasicOps handles internet connectivity so you can stay productive with fewer interruptions.
You’ll now remain connected and able to work even in low bandwidth mode. And if your connection drops completely, you’ll see a clear “No Internet” message so you always know what’s going on.
These improvements mean smoother workflows, less confusion, and more reliable performance wherever you’re working.
🤖 Android Update — Bigger Visuals, Faster Performance
Our latest Android update makes BasicOps even better on the go.
You’ll now enjoy larger image previews for clearer visuals and quicker response times for a smoother, more responsive experience.
The result: faster work, better visibility, and a more seamless mobile workflow.
📱 Shake to Report a Problem on Mobile
Reporting issues and sharing feedback on mobile just got easier.
If you run into a problem or have a suggestion while using BasicOps on your mobile device, simply shake your device to instantly open the feedback form. From there, you can quickly describe what you’re seeing or share your idea.
It’s a faster way to get help and help us improve — right when it matters.
Give it a try!
🛡 Super Admins Can Now Delete and Archive Projects
Enterprise users now have more control over projects.
Super Admins can delete and archive any project directly from the Projects section. Simply select one or more projects using Cmd + Click to access all available actions.
You can also bulk update multiple projects at once, making it faster to manage large workspaces and keep everything organized.
This gives admins more flexibility, better oversight, and quicker cleanup across teams.
🌙 Dark Mode — Now Smoother and Easier on the Eyes
We’ve refined the shades of black in Dark Mode to improve readability and make your workspace more comfortable to use, especially in low-light environments.
Want to try it out?
Just go to Settings → Themes and switch to Dark Mode.
The result: less eye strain, cleaner contrast, and an even better viewing experience.
⭐️ Find Anything, Instantly ⭐️
Our new and improved Search makes finding what you need faster and easier than ever! By combining powerful free-text search with flexible filters, you can quickly narrow down results.
You can search across tasks, projects, notes, files, forms, comments, and replies — whether they appear in discussions, chats, or channels.
Search results are automatically organized into categories, helping you zero in on what matters most.
To refine your search even further, use filters to show only items:
- Created by specific users
- Created or updated within a particular time frame
With smarter search and intuitive filtering, you’ll always find exactly what you’re looking for — in seconds.
Read more about search >
🧩 Introducing Template Groups
Just like you can use Project Groups to organize your projects, you can now organize your Templates too!
With Template Groups, it’s easier than ever to manage and find the right templates — especially if you have a large library.
Group your templates by category, team, or purpose, and make template selection simple and intuitive when creating new projects.
Template Groups >
🧭 Customize the Table View in Tasks
You now have even more control over how you view your work!
Just like in project tasks, you can now customize the Table View in the Tasks section — where you see tasks across all your projects.
With the new customization options, you can:
- Rearrange columns
- Change sort order
- Adjust column widths
- Choose which columns to display — including custom fields
Your customizations are personal and device-specific, so you can have one setup on your desktop and another on your mobile device — perfectly tailored to how and where you work.
Customize Table view in Tasks >
🔗 Add Links to Notes Using Hashtags (#)
Linking just got even easier!
You’ve always been able to add links to tasks or projects when posting a message — now you can do the same with notes.
Simply type # followed by a few characters of the note’s name, and select it from the list to add it as a link.
BasicOps will show a list of matching projects, tasks, and notes, sorted by most recently updated, so it’s quick and easy to find what you need.
In this improved version, we’ve also added icons next to each item, making it easier than ever to identify what’s a project, task, or note at a glance.
Using hashtags >
🗓️ New Filter Options for Due Dates
Staying on top of your tasks just got easier!
We’ve added two new due date filters so you can quickly focus on what matters most:
- This Week
- This Month
Now you can easily zero in on the tasks that need your attention this week or this month, helping you stay organized and productive.
Introducing Task Submissions via BasicOps Forms 🚀
We’re excited to announce a new way to streamline how tasks are submitted in BasicOps. Anyone can submit tasks directly through our easy-to-use forms.
With this update, task creation becomes effortless and accessible:
- Open to Everyone: no need for special permissions or complicated workflows. Anyone can submit tasks quickly and easily.
- All-in-One Place: every task, regardless of who submits it, flows straight into BasicOps, ensuring nothing gets lost across different channels.
- Simple Setup: creating and sharing a form takes just a few clicks, making it faster than ever to capture input and turn it into actionable tasks.
This new feature helps teams collect, organize, and manage requests or ideas without extra overhead, keeping everything structured, visible, and actionable in one centralized workspace.
For more information about BasicOps Forms >
Capture Files Using Custom Fields!
You can now create a custom field that includes just files. This can be used when using forms or in other places where you need to capture and display certain files.
How to use Custom Fields >
BasicOps API now supports Time Tracking
BasicOps REST API has been extended to support Time Tracking. You can now Read, Add, Update and Delete Time Tracking entries using the API.
Check out the Time Tracking API >
📁 Update Multiple Projects at Once
Managing projects just got faster.
You can now select multiple projects and update them together in one go. Once you’ve selected one or more projects, action buttons appear at the top:
- Move to Project Group – Move selected projects into a group (if one exists).
- Set Status – Update the status of all selected projects at once.
- Set Owner – Assign a new owner across all selected projects.
- Archive – Archive selected projects (only if you own them).
- Delete – Permanently delete selected projects (only if you own them).
👉 Learn more in our Help Article: Update Multiple Projects at Once
⭐ Show Only Starred Projects in the Left Sidebar
Tired of scrolling through too many projects? You can now choose to display only your Starred Projects in the Left Sidebar.
Head to Settings → Preferences → Show Projects in Left Sidebar to turn it on.
👉 Reminder:
- By default, all Open projects appear in the Left Sidebar.
- Projects marked Complete or On Hold are hidden automatically.
- Archived or Deleted projects won’t show up either.
🔗 Easily Copy Task Links
Need to share a task quickly? Now you can!
When you hover over the breadcrumb in Task Details, you’ll see a link icon. Click it to instantly copy the task link — then paste it anywhere to share. The link will open directly to that task.
📂 Filter by File Extension
Finding files just got easier.
In the Files section of tasks and projects, you can now filter by one or more file extensions — making it simple to zero in on exactly what you need.
Archiving Projects: Clean Up Your Workspace!
We are excited to introduce a highly requested feature, Archiving Projects! This will allow you to speed up the process of cleaning your workspace without having to make the tough decision of permanently deleting your projects, just archive them instead! Archived Projects are intended to help you clean up your workspace without permanently deleting potentially important information. Archived projects can be reinstated at any moment, and you can archive as many projects as you want.
Archiving projects is easy, just select the action button next to any project and scroll down until you see Archive Project.
You can view all of your archived projects at once. To do this:
- Select Projects on the left side bar
- Select Archived Projects at the top.
From here, you can unarchive a project simply by selecting Unarchive Project next to the project you would like to unarchive.
Easily Format Text in Custom Fields!
Note: This feature is only available for Professional plans and up.
We are excited to introduce a new type of custom field, which will enhance workflows with more detail in one place. Multi-Line Text Custom Fields allow you to format your text in your custom fields. The custom field window can be expanded to view the entirety of the text as intended.
Multi-Line Text can be formatted by highlighting any text within the expanded window.
Task Descriptions Just Got a New Look!
We have introduced formatting options to task descriptions. You can now add more detail to your task descriptions using the formatting toolbar.
We have also added a cancel and save button to the toolbar, which make it easier to understand when your writing has been saved.
Welcome Tour Update: Faster Onboarding for Your Team!
We've given the Welcome Tour an overhaul. The order of the tour has been changed around to introduce the most important BasicOps features first, and we have also added concise guide videos to help new users understand how to get started in BasicOps.
When you invite a new user to BasicOps, the new and improved Welcome Tour will help them get up to speed in record time. If you've been thinking about growing your BasicOps team, but have been reluctant, now is the time to add some new members!
Settings: Press Return to Send or Add a New Line
You can now choose how the Return key works - independently - for Discussions and Chat/Channels.
Set your preference in Settings → Preferences or Chat and Channels, or change it on the fly using the link shown in the image.
If Return sends your message, use:
• Shift + Return to add a new line
• Cmd + Return to send a message
Now you’re in control of how you communicate.
Use Links and Multi-Line Text When Importing from a Spreadsheet
You can now include links and multi-line text in your columns when importing a new project from a spreadsheet. It’s easier than ever to bring in rich, formatted content - no cleanup needed.
New Custom Field: Link
Note: This feature is only available to Professional plans and up.
We have added a new option for Task Custom Fields! You now have the option to include Links in your Custom Fields.
Link custom fields will allow you to put a link to anything (even tasks inside BasicOps), and display a text over them. You can test the link in the dialog.
New Chat and Channels Settings
As part of our new Chat and Channels update, we have implemented a new tab in settings. The new tab, labeled Chat and Channels, currently has two individual settings.
The Chat Format Setting allows you to change how you view your messages. You can select between the Floating Message (old style) or Expanded Message (new style).
You can also edit your chat bar preference by using the Active Chat Bar Setting. Messages on the Active Chat Bar disappear after a certain amount of time. The default is 5 days, but you can change how long chats stay for. Selecting Never will make chats stay on the Active Chat Bar indefinitely, and selecting 5 days will make chats stay on the Active Chat Bar for 5 days after the most recent message.
Introducing Channels - A Smarter Way to Connect
Note: This feature is only availabale for Professional plans.
Channels are a new feature that allow you to streamline conversations and threads on certain topics. You may create any number of channels with any number of people.
Channels have many customizable settings, like name, image, administrators, and more! There can also be public and private channels so that you may include specific people in each channel.
Creating a channel is easy, just select the plus (+) icon at the bottom of the Chat Bar on the right side of your screen. This will bring up a dialog, where you can select New Channel.
UI Improvements for Chats and Group Chats
Note:
Our communication features have received an upgrade! We've changed the way our chat bar looks and works. The Chat Bar will now show your most recent conversation threads.
If you are looking to message someone who is not in your recent conversations list, you can open the Chat Directory by selecting the magnifying glass icon above your chats.
If you want to create a new group chat, select the plus (+) icon located at the bottom of the new Chat Bar, then select New Group Chat.
We also added Channels, which are only available to Professional plan users.
Content Calendar Public Template
Jump-start your marketing schedule with the ready-made Content Calendar template. Whether you’re lining up daily social posts or orchestrating full campaigns, it puts planning, tracking, and publishing in one streamlined view. Access the template here, and learn more about setting up a Content Calendar by clicking here.
Update to Calendar Design
Our Calendar view has been updated to now offer a clear snapshot of your project’s tasks and upcoming deadlines. It lets you easily update tasks, review your weekly schedule, and stay organized - all while keeping your workflow seamless and efficient. Check out this article to learn how to maximize the new Calendar view.
Content Calendar
Our latest Calendar update makes spinning up a Content Calendar in BasicOps effortless. Set one up in seconds, align your marketing team fast, then filter tasks, view your calendar with multiple date fields, and even color-code items with your custom fields. This is available in the Professional version. To learn more about setting up a Content Calendar, click here.
Multi-select and Move Dates
You can now bulk-edit multiple tasks simultaneously and modify their due dates, or any other custom date field. This helps you stay ahead of deadlines and reduce manual work.
To multi-select, select a task in either the List or Table view, then hold shift and select another task. Then, select Set Due Date (or Set Date Field), and then select Move Due Date. Click here to learn more about what you can do with Multi-select.
Import a Project with Custom Fields from a Spreadsheet
You can now create a new Project in BasicOps by uploading a spreadsheet with your custom fields. Your custom fields can include tasks, due dates, assignees, and any other related task details. Once uploaded, you can map your column headers to custom fields in BasicOps, giving you full customization over how your spreadsheet data is organized and displayed. You can import project data from an Excel spreadsheet, a csv file, or even another project management application. Learn more here.
Update Project Information from a Spreadsheet
You can now update Project Information directly from a spreadsheet, right from the Projects page. This includes the Project Name and any associated Project Information like Project Owner, Status, End Date, and any Custom Project Fields that you would like to add. Simply upload your spreadsheet to apply updates or add new details to existing projects. Learn more about how to update Project Information from a spreadsheet.
Export Project Information to Spreadsheet
You can now export Project Information directly to a spreadsheet, right from the Projects page. This includes the Project Name and any associated Project Information like Project Owner, Status, End Date, and any Custom Project Fields. This makes it easy to update project information, make bulk edits, and add new data to streamline your workflow. NOTE: Only the fields currently visible in your Project page will appear in the spreadsheet. In other words, it reflects a live view of your Projects page and excludes any custom fields that aren't actively displayed. Learn more here.
Deactivate & Reactivate Client Groups
You can now deactivate or reactive entire Client Groups with a single action. Instead of managing each client user individually, simply deactivate the group when it’s not in use. When reactivated, any client users who were active at the time of deactivation will be automatically reactivated. Learn more here.
Project Subgroups
You can now create Subgroups within each Project group in your workspace. This feature is available exclusively on the Business and Enterprise plans. To add a Subgroup, simply hover over a Project group and select Add Subgroup.
The BasicOps sidebar will automatically update to reflect your new project hierarchy.
Custom Fields for Project Information
Administrators can now modify a new section in their settings: Project Information. This feature is only available for those in the Business & Enterprise plans. Project Information displays key aspects of a project such as Project Owner, Project Status & Project Start and End Dates. Now, you can add Custom Fields to supplement the previous Project Information already provided. Click here to learn more about Custom Fields for Project Information.
Adjust Tasks that are Due Today
The first time you log into BasicOps each day, you’ll see a quick summary of tasks due today—helping you start your day quickly with clarity. If you realize that a task's due date needs to be modified, you can hover over the task and modify the date right there. You can also find tasks due today and tomorrow anytime on your homepage.
Change Text Size on Desktop and Mobile
You can now adjust text size on both desktop and mobile for a more comfortable, personalized experience - whether you prefer larger text for visibility or smaller text to fit more on screen. Go to Preferences under Settings to change your text size.
Updated Text Font
We’ve updated our core font to enhance your experience with a cleaner, more modern look that’s easier on the eyes and more enjoyable to use.
Use Hex Code to Show Color In Text
Now when you type a hashtag followed by a hex color code in BasicOps, the color will automatically appear next to it. This makes it easier for design and development teams to stay visually aligned.
Workspace and Account Settings
We have made it easier to manage your workspace and account settings. Click Setting in the left sidebar, this will bring up a menu of all your workspace and account settings. Note that only administrators will see the workspace settings.
Customize Task Status
You can now customize task status values for your workspace. You can edit the names and colors of your task status values, you can delete predefined values, and you can add your own status values.
Project Timeline
With the project timeline you can plan and get a top-level view of all or a selected set of projects. You can enter the project’s start and end dates, and you can adjust the dates directly in the visual representation of your projects.
Automation History
In the task and project history, actions performed by an automation are now identifying the automation making the change.
Send Message on Return Option
When writing a message in task or project discussions, you have the option to choose whether to send the message when you press the Return key. A text below the Post button will indicate the current mode. Click the text to open your preferences and change the mode. Even if you choose to send the message when you press Return, you can still add a new line by pressing Shift and Return at the same time.
Connect to Your Calendar
The calendar connection feature has been relocated to its own menu option, and connecting to your Microsoft or Google calendar has been simplified.
Check out how to use:
Import Spreadsheet with Custom Fields
When you import a spreadsheet you can now map the spreadsheet columns to custom fields as well as the standard BasicOps fields.
Review Triggers in Project Automations
Project automations now support review triggers, allowing you to select from the following options:
- Review completes: This trigger advances the process immediately after a review is finished. For instance, it can be used with an action that updates the task status or posts a message.
- Review not complete: This trigger enables follow-up on reviews that remain incomplete within a specified timeframe.
Project Automations Now Include Custom Fields
Custom fields can now be incorporated into triggers, conditions, and actions within project automations. When choosing a field for automation, your custom fields will be displayed at the bottom of the list. For drop-down fields, you can select from the values you've defined for that custom field. For various text custom fields, conditions can be added using different comparisons, such as 'Starts with' or 'Contains'.
Improved Integrations View
Quickly locate specific integrations with the updated view, now featuring type-based filters for faster and more efficient searches. Also, when creating new Workspaces, integrations are now enabled by default.
Task View Updates
You can now adjust the task list and detail view, so you can easily view the information you need. With our new filters you can see the exact information you are looking for and create quick filters for faster access.
Custom Fields
Easily define your own fields for your tasks, including email, address, phone number, and customizable dropdown options such as client types. These custom fields can also be used to help with filtering tasks in multiple views and setting automations, offering more flexibility and personalization for your workflows. Learn More
My Feed Updates
With our latest updates, My Feed is now more intuitive and customizable, helping you stay on top of what matters most. Here’s what’s new:
- Resize and adjust My Feed to view both the Feed and activity details side by side.
- Important activities are now marked with a red dot next to their activity.
- Use custom filters to filter activity by multiple users or projects.
More Powerful Filters
BasicOps now has custom filters, providing greater power with more customizable options. Here are some of the ways to make the most of this new feature:
- Filter your Tasks, Project, and My Feed views by multiple values at once, such as multiple assignees, tags, and specific due dates.
- Access new predefined quick filters for common scenarios.
- Create and save your own quick filters for faster navigation and organization.
Video Calls in Projects
You can now start video calls with your entire project team directly from the top of the project page, available for Google Meet, Zoom, Webex, and Microsoft Teams. This feature is supported on Standard, Professional, and Enterprise plans.
Ability to Import BasicOps Public Templates
Kickstart your projects effortlessly with BasicOps templates, ranging from Event Planning and Bug Tracking to Vision Planning. Each template is crafted to streamline your workflow, providing a structured, but customizable, layout to help you stay organized and focused from the very beginning. Explore our full range of templates here.
Extended Control of Client User Access
A new way to monitor and control client access is now available under Workspace in the Admin section. This new feature enables admins to manage clients' access to files and discussions efficiently.
Support for Importing Projects and Tasks from Monday.com
Users can now import projects and tasks from Monday.com. To get started, either go to the Import section under Admin, select Monday, or go to Add Projects, select Import Existing Project, and then select Monday, and follow the prompts to seamlessly bring your Monday work into BasicOps.
Improved Project & Task History Views
We've revamped our Project and Task History views with a sleeker, more streamlined design, enhancing readability and ease of use. Now, it's simpler than ever to identify and follow updates as they occur within each project and task.
Improved Jira Integration
You can now import, configure, and link multiple Jira projects to a single BasicOps project. This update allows you to manage and view all related tasks and progress within BasicOps, streamlining collaboration and ensuring a unified workflow across multiple Jira workstreams.
User's Avatar Now Displayed in iPhone and iPad notifications
Your iPhone & iPad notifications now include the user’s avatar, making it easier to identify who’s reaching out at a glance.
Convert Dropbox, Box and OneDrive links into attachments
Now, when you add a link from Dropbox, Box, or OneDrive in a comment, it will automatically convert into a preview, appearing as a thumbnail in the comment and in the Files section. The link itself will be replaced with the document’s title, making it easy to recognize while still directing you to the original file.
Microsoft Teams video conferencing
We’ve integrated with Microsoft Teams, allowing you to launch a Teams call directly from a chat within BasicOps. Seamlessly connect with your team without leaving the platform.
Improved Review Dialogs
We've enhanced the process of assigning reviews in BasicOps. Now, assigning someone to review, marking items as under review, and having them appear on your homepage if you're assigned to review a task is smoother and more intuitive.
Project Settings (Project Owner Access Only)
As the project owner, you now have the ability to decide who can perform certain actions within the project. You can choose whether only you or everyone can:
- Delete, archive, and move tasks to another project
- Change due dates for the project and tasks
- Allow clients to add tasks
These settings give you greater control over project management and task permissions.
Manage Client Access to Projects (Admin Only)
The Clients section in Admin now includes a Manage Projects option, simplifying the process of adding clients to existing projects. This update streamlines client management, helping you stay organized and efficient.
Keep in mind that the Clients section may be labeled differently, such as Vendors, Agencies, Contractors, or another role, depending on your team's needs.
Reference Previous Conversations with Message Previews
Introducing a new feature for referencing past conversations: you can now copy the link to any message from any conversation. When you share this link in a chat, task-based discussion, or project discussion, BasicOps will display a preview of the original message, helping you maintain context and streamline team communication.
Improved JIRA Integration
We've enhanced our JIRA integration to streamline your workflow. Now, you can enable the integration, connect JIRA projects to BasicOps, configure your project connections, import JIRA issues, push tasks from BasicOps to JIRA, manage linked issues and tasks, and communicate via comments synchronized between BasicOps & Jira seamlessly.
Improved Link Previews
We've enhanced link previews in discussions and chats. You also have the option to remove the preview if needed. The preview of the link will automatically display, showing the link title, description, and a watch option if it's a video.
Option to Convert Figma links to attachments
When you add a Figma link in a comment, you’ll now have the option to connect your account. Once connected, the link will be automatically converted to a preview, appearing as a thumbnail, making it easier to view and access the Figma file directly from the comment. The Figma file's title will also be displayed, providing clear context while still providing direct access to the original design.
BasicOps API
You can manage apps in BasicOps to allow users to securely access and modify their data through OAuth authorization. With the BasicOps REST API, you can perform actions like retrieving, filtering, and managing tasks, while ensuring secure and efficient communication through access tokens, with built-in features like rate limits, pagination, and error handling. Filters and queries enable you to customize your API calls for specific data needs.
Universal Links on iPhone
With the BasicOps iPhone app installed, links from Apple apps like Mail, Safari, and iMessage will now open directly in the BasicOps app. This means you’ll go straight to the relevant chat message, task-based discussion, or specific section, without needing to open your browser.
Add Tasks & Subtasks Using Automation
With BasicOps, you can automate routine tasks, send messages, and more, triggered by user-defined events. If you have workflows you perform frequently, BasicOps automation allows you to set them up once and let us handle the rest. You can even add tasks and subtasks automatically, ensuring your projects stay on track with minimal effort.
Board View in Tasks Section
The new Board view in the Tasks section lets you visualize your workflow with columns and task cards, where each card represents a single task, and each column organizes tasks by status. Unlike the Project view, which only displays tasks within a specific project, the Board view in the Tasks section gives you a comprehensive overview of all tasks across projects. You can manage tasks individually, view their statuses at a glance, drag-and-drop tasks to update their status, edit details, filter, sort, and much more—all within a unified Board view that spans across your entire workflow.
Updated Date Selector
We've updated the date selector to make it easier to navigate between years and months, with the added option to type in a specific date. Whether you're setting a due date for a project or a task, this enhancement makes the process more intuitive and efficient.
Create a Project using AI
You can now create an AI-Powered Project in BasicOps: just input a brief description of your project, and BasicOps will instantly generate tasks, explanations and time estimates tailored to your goals. It's a quick and efficient way to jumpstart your projects and stay focused on what matters most.
Custom Fields - In Beta
One of the most requested features are now ready for Beta testing. If you are interested in trying this out and giving us feedback, please let us know at beta@basicops.com.
Like and Reply in Discussions, Group Chats and Chats
The Discussions and Messages layout and functionality are now consistant and identical. We have also added the ability to Like and Reply to any Discussions, Group Chats and Chats. The message toolbar has also been updated so you can: Create Tasks, Add Reactions, @ Mention users, # Reference Projects or Tasks, Add files, including: Google Drive, OneDive, Dropbox and Box.
Updated User Interface
We have updated the User Interface to be more streamlined and moved the Filter and Sort to be more visible. Buttons in Dialogs have changed position so the Primary Button is on the right. Corners on check boxes, input fields and buttons now have a softer edge.
BasicOps Mac Desktop App
We are excited to announce that we have released the BasicOps Mac Desktop App 🚀
You can download the BasicOps Mac Desktop here: https://apps.apple.com/app/basicops-for-desktop/id6449952366 and learn more here: https://basicops.zendesk.com/hc/en-us/articles/21818118299789-BasicOps-Mac-Desktop-App
Option to Create Meeting Notes
You can now create meeting notes directly within user and project notes. Simply click the arrow next to the "Add Note" button in your notes list to select the option for adding a meeting note. If you’re using the Webex Meeting BasicOps app, the note name and attendee list will automatically populate when available, making it even easier to keep track of your meetings.
Dark Mode on Desktop and Mobile
Dark Mode changes the color of BasicOps to a dark color to help reduce the amount of light emitting from the screen, perfect for late night work. To enable Dark Mode click on your profile picture in the top right corner and select Themes and then Dark Mode. For more information check out our help article: https://basicops.zendesk.com/hc/en-us/articles/21784902265357-Dark-Mode-Theme
Create file folders
It is now possible to create file folders in projects and tasks. Please check out our help article: https://basicops.zendesk.com/hc/en-us/articles/16375440183949-File-Folders
Table View
You can now view tasks in a Table View in projects and in the Task section. Please see: https://basicops.zendesk.com/hc/en-us/articles/15930431418637-Table-View for more information.
Project Groups
Now it is possible to group projects together. To get started just click the more button to the right of Add Project.
For more information see: https://basicops.zendesk.com/hc/en-us/articles/14418406915981-Project-Groups
Preview of Youtube links
Now you can use see a preview of Youtube links. Just add the link and you'll see the preview. It will also show up under files.
New Gmail Add-on
We have updated the Gmail Add-on to include:
- Link to the email
- The sender information
Please re-install it here: https://workspace.google.com/marketplace/app/basicops_task_project_management_for_gma/918273350779
Check out our video about how to use the Gmail Add-on here: https://www.youtube.com/watch?v=2PdWYHTUdDg
Google Meet Integration
It is now possible to use Google Meet to do video calls directly from BasicOps. As an Admin you can enable it from the Integration section and use it in any chat or group chat.
Lock Notes
A project owner can now lock a note, so it can't be changed by other users. This will make it easy to have information, that should not be changed, available for the whole project team.
Time tracking reports across projects
It is now possible to get a report of all time tracking activities across all users and projects. Go to Tasks and select Time Tracking
Show 24 hour time format
It is now possible to show 24 hour time format and also select how you want to display the date. Here is how you do this:
- Click you profile picture
- Select General in Account Settings
- Select time or data format
Client Access Control
It is now possible to mange what tasks a client have access to in a project. This can be done on individual tasks and also automatically be done though sections. For more information: https://basicops.zendesk.com/hc/en-us/articles/11484835942925-Client-Access
Time tracking on tasks
Now it is posssible to track time on each tasks. As an Admistrator you can enable this in your Workspace. When it is enabled everyone can now track time on each task and add a note on each entry. In Summary you can see several reports and export the reports.
Naming and managing group chats
You can now give your group chat a name and manage the participants.
There are the following options:
- Rename Group
- Manage Participants
- Leave Group
- Delete Group
Add tasks to Google and Outlook calendars
It is easy to see your tasks with due dates in your Google or Outlook calendar. Just enable it in the General Settings after you connect your calendar. The tasks are syncronized, so if you change a due date in the calendar it will be updated in BasicOps.
Integration with Harvest
We have now integrated with Harvest, where you can track time and expenses. As an Admin you can add Harvest under Integrations.
Harvest makes it easy to track time and expenses, so you get access to critical data without driving yourself (or your team) crazy.
You can check out Harvest here: https://www.getharvest.com/
Integration with Pabbly
We have now integrated with Pabbly, where you can automate your work across many applications. As an Admin you can find Pabbly under Integrations.
Easily connect multiple applications to automate your tasks. Connect BasicOps with the apps you work with.
Choose which Google and Outlook calendars to connect to
It is now possible to select which Google and Outlook calendars you want to see in BasicOps. Go to Account Settings and Click General. You can now add the Google or Outlook calendar integration and select one or more calendars. You can later also select more calendars or disconect it.
Enhanced Bulk Editing of Tasks
When you multi-select tasks and want to update them in bulk you can now do that directly in the area where tasks details are. For more information please check out: https://basicops.zendesk.com/hc/en-us/articles/4402573033613-Using-multi-select-and-bulk-edit
Project Automations
BasicOps gives you the ability to automate your workflows. If you have a workflow that you find yourself doing often, instead of doing it manually you can use Project Automations and let BasicOps do the work for you.
Archiving tasks
It is now possible to Archive one or more tasks. Please see: https://basicops.zendesk.com/hc/en-us/articles/9241633635981-Archiving-a-task for more information.
Emojis in discussions, notes and chat
It is now possible to add emojis directly in text in discussions, notes and chat by selecting the emoji icon.
Set Color Themes
You can now add your own personal touch to BasicOps by setting the color of the left navigation.
Please go to your Account Settings and then select Themes.
Add Tags to Tasks
It is now possible to add Tags to tasks in the task details. You can filter and seach on tags. Please see: https://basicops.zendesk.com/hc/en-us/articles/9244218087053-Using-Tags for more information.
Integration with Zapier
We have now integrated with Zapier, where you can automate your work across many applications. As an Admin you can find Zapier under Integrations.
Zapier empowers you to automate your work across 5,000+ apps—so you can move forward, faster. Connect BasicOps with the tools you work with.
