
Docs can now hold more than words. You can sketch an idea with your team on a whiteboard, and keep the numbers behind it in a data table, both inside the doc they belong to. Since our last update we've also stretched the Planner to the end of next month, regrouped the sidebar, given the inbox bulk actions and started referrals.
Some ideas are easier to draw than to write.
Draw in a doc: type /whiteboard in any doc to add a board. Rectangles, diamonds, ellipses, arrows, lines, text and freehand drawing are all there, and each has a keyboard shortcut.
Draw together: everyone with the doc open can draw on the same board at the same time, and sees the others' changes as they land.
Room to think: a board shows as a preview in your doc, where you can zoom in and out. Choose Expand to edit to open it full screen, and Collapse when you're done.
Kept in the doc: a board follows the doc's access. Anyone who can read the doc can see it, and anyone who can edit the doc can draw on it. Drawings can't be copied or exported out of a board, and deleting the doc deletes its boards.
A table that knows what's in it.
Typed columns: type /datatable to add a table where every column has a type: text, long text, number, currency, percentage, select, multi-select, checkbox, email, URL or phone.
Link your records: contact, deal and project columns hold a link to a record. Click it to open the record, and the doc is linked to it too.
Totals in the footer: any column can count its entries, and number columns can show the sum, average, median, smallest, largest and range. Show as many as you like at once. Column headings never count towards a total.
Turn a table into a data table: every table in a doc has a button to convert it. Your header row becomes the column names, and each column's type is guessed from what's in it, so money stays money and a status column becomes a select.
Edit together: several people can fill in the same table at once without losing each other's changes.
Wide tables scroll: tables and data tables with lots of columns now scroll sideways instead of squashing every column.
Your plan shouldn't stop at the end of next week.
Plan to the end of next month: the Planner now reaches as far as the last day of next month, not just a week ahead.
A Month view: next to Day and Week, see this month or next at a glance. Drop a task on a day to plan it into that day's first free gap, or choose a date to open that day.
Who's doing what: tasks on the project calendar and bars on the Gantt chart now show the assignee's picture. Hover over it to see who they are.
Quicker linking: the Link and Docs chips in the task dialog now open on your five most recently updated records, so you can often pick one without typing.
Find things by the work they're part of.
Grouped by how work flows: Dashboard and Planner sit at the top, followed by Plan, Sell, Deliver and Analyse.
Pinned reports: pin your most-used reports under Analyse, the way you pin projects under Deliver.
Clear your inbox in fewer clicks.
Bulk actions: tick the checkbox over a sender's picture to select messages, then mark them as read, archive or delete them together. Select all picks everything loaded.
Filter by address: the inbox menu lists each email address you can read, so you can see one address at a time.
Share 53° and both of you save.
Your referral link: choose Refer a friend in the organisation menu to share your link. The organisation you refer gets 10% off its plan for its first three paid months.
Credit for you: once they've paid, your organisation earns a one-off credit, and the credit grows with each successful referral. You can also add a referral code at sign-up or in Organisation settings.