Built by Canadians for Canadians

What's new in
Fusion Workflow

Fusion Workflow

Release Notes

We ship improvements continually. Below are a list of updates we've made to Fusion Workflow.

Team Side
The workspace your staff use to manage clients, projects, and files.

Client Side
The portal your clients use to respond to requests and share documents.

September 28 – October 2, 2026

Latest
Team Side
  • ✓ Client Checklist requests A new action type that sends your client a checklist to complete.
  • ✓ Review action emails before sending Client email actions can now be setup to review the email before sending it.
  • ✓ New project templates Updated our project templates
  • ✓ Projects & Tasks UI update Reworked the Projects and Tasks UI to match the other improved pages.
Client Side
  • ✓ Checklist requests Clients can now receive and complete checklist requests.

September 21 – 25, 2026

Team Side
  • ✓ New action types: Question Request & Checklist Two new step/task action types, alongside a redesigned category picker for choosing an action type.
  • ✓ PDF Preview PDFs now open in an instant preview instead of downloading first. Available anywhere you can already download a file.
  • ✓ Missing Info request updates Cleaned up the buttons on a Missing Info request's details page for clearer, more consistent actions.
  • ✓ General UI improvements A round of small consistency polish across detail pages and pop-ups throughout Fusion Workflow.
  • ✓ Review files after an email action A new screen after an email action sends shows what was attached, so you can review it and add more files if needed.
Client Side
  • ✓ General UI improvements A round of small consistency polish across the client portal.

September 14 – 18, 2026

Team Side
  • ✓ Gmail integration Team members can now connect their own Gmail account so emails sent to clients come from their Gmail address, just like the Outlook integration.
  • ✓ Saved filters Save any combination of your quick filters and column filters on the Projects, Tasks, Contacts, Companies, and Missing Info tables and reapply it in one click. Can be personal or firm wide.
Client Side

No client portal updates this week.

September 7 – 11, 2026

Team Side
  • ✓ Project Health scoring Projects now have a health field that can be fully customized on the Manage Firm page.
  • ✓ New Project GroupsYou can now group projects by different criteria such as health, group, companies or contacts.
  • ✓ Select Multiple Projects or TasksYou can now select multiple projects or tasks at a time and mark as compeleted or set their internal status.
  • ✓ Export to PDF or ExcelProjects and Tasks tables can now be exported to PDF or Excel.
  • ✓ Redesigned Compose Email pageUpdated the UI for the creating of emails to be easier to use.
  • ✓ Global Custom FieldsCustom fields can now be defined and used globally.
Client Side

No client portal updates this week.

August 31 – September 4, 2026

Team Side
  • ✓ Custom Fields for clients & companies Admins can now define custom fields in Manage Firm that automatically show up on every contact's or company's Custom tab.
  • ✓ More date ranges on the Tasks pageAdded This Week, This Month, Next Three Months, and Anytime In The Past to the task date filter, and the Overdue toggle now updates to reflect which date column you're filtering by.
  • ✓ Click a name to jump to that recordAssigned client and company names in the Projects and Tasks tables are now clickable links.
  • ✓ Contact imports: Spouse Display NameThe contact import wizard now supports a Spouse Display Name column which creates family relationships.
  • ✓ Companies & address book refresh fixesFixed the companies list not auto-refreshing after changes, added a manual refresh button to the address book, and fixed "Is Client" not being checked by default when adding a new company.
Client Side
  • ✓ Request your own appointment When enabled by your firm, clients can now start a new appointment request themselves instead of only responding to one the team started.

August 24 – 28, 2026

Team Side
  • ✓ Mark secure email comments visible to clientsComments left on a secure email can now be toggled visible-to-client or kept internal only.
  • ✓ Project Template refinementsTemplates can now be created without requiring a team leader or team members.
  • ✓ Import RefinementsThe import wizard has clearer wording for similar-name detection.
  • ✓ Session timeout noticeYou're now told why you were signed out when your session expires from inactivity.
  • ✓ Clearer internal project labelingProject, task, and file creation screens now explain more clearly what marking a project "Internal" means for client visibility.
Client Side
  • ✓ Upload files directly to a project The "Upload a File" quick upload button can now upload straight into one of your ongoing projects, not just the general File Dropbox.
  • ✓ Refreshed interfaceAdditional UI updates across the client portal to make it easier to use.

August 17 – 21, 2026

Team Side
  • ✓ Sync from Client Track Firms migrating from Client Track can now sync their contacts, companies, and projects directly into Fusion Workflow.
  • ✓ Attach files to an existing secure emailYou can now add files to a secure email thread after it's already been sent, without starting a new one.
  • ✓ Admins can view deleted commentsAdded a toggle for admins to see deleted comments, including when they were deleted.
Client Side
  • ✓ Refreshed email UI General interface updates to make the client portal easier to use.

August 10 – 14, 2026

Team Side
  • ✓ Outlook integration Added Outlook integration to Fusion Workflow, allowing you and your team members to send emails through your personal Outlook account instead of our email delivery system.
  • ✓ Team calendar refinementsContinued improvements to the shared calendar view for viewing multiple team members at once.
  • ✓ Team leader always notified on commentsProject comment notifications now always reach the team leader, even when other notification rules would otherwise skip them.
Client Side
  • ✓ File DropboxThe ability to upload files directly from the navigation bar to a designated Dropbox folder.
  • ✓ Skip files in Document RequestsOnce the client uploads a single file, they have the option to skip other files / mark the request as compeleted.
  • ✓ Always up to dateThe client portal now refreshes itself automatically when a new version is released — no action needed on your end.

August 3 – 7, 2026

Team Side
  • ✓ @mention teammates in commentsTag a team member directly in a comment to loop them in instantly.
  • ✓ View every team member's calendar at onceAdmins can now see all team calendars together, or choose specific team members to compare side by side.
  • ✓ File explorer refreshVisual polish to the file browser for easier, faster navigation.
Client Side

No client portal updates this week.

July 27 – 31, 2026

Team Side
  • ✓ Project time estimatesSet and track estimated time on projects and tasks.
  • ✓ Pause missing information requestsMissing-information requests can now pause the projects / tasks they are apart of.
  • ✓ Quick search for contacts & companiesAdded fast search to the Contacts and Companies pages.
  • ✓ Colour-coded tasksTasks can now display custom colours in the task list for faster visual scanning.
  • ✓ One unified file explorerCombined several separate file views into a single, streamlined file browser.
  • ✓ Smarter update promptsThe app now lets you know when a new version is ready and offers a quick refresh.
Client Side

No client portal updates this week.