Reuse the work you have already done in a project template
Most TPAs run a handful of workflows that are nearly the same. A proposal project for a takeover looks a lot like one for a startup plan: the same tasks, in the same order, with different automations behind them. Building the second one has meant laying out every task again from the top.
Project templates now support bulk selection, copy, and paste. Select any set of tasks, or an entire conditional branch, copy it, and paste it where you want it: elsewhere in the same template, or into a different template. Copying a branch brings every task inside it along with it, so you can duplicate a proposal branch and point its automations at the right proposal type instead of rebuilding the structure.
Projects and tasks in full on the company and plan record
The To Do tab on a company or plan record now carries the same full project and task tables you work in on the main To Do page, including filters by status, type, and the rest.
Open a client or a plan, go to To Do, and everything tied to that record is in front of you, narrowed the same way you would narrow it anywhere else in Stax.ai. It is the fastest way to answer "where does this client actually stand" without leaving the record.
Invite your team in one pass
You can now add several users to your Stax.ai team in a single action. Enter the people you want to bring in, set them up together, and send the invitations at once.
Bulk invite lives where you manage users in Settings. It is built for the moments when you are onboarding a group at the same time: a new office, a new service line, or seasonal help ahead of filing season.
Require data before a task can close
Teams that treat required fields as genuinely required now have a setting to enforce it. Turn it on in Plan Admin and a task with an empty required data field cannot be marked complete, so work does not advance with a hole in it.
The setting is per team, and it applies to the required fields on tasks launched from your templates.
Notifications you will notice
The notification bell now announces itself rather than relying on a small colored dot, and you decide how.
Two optional alerts are available:
Sound: plays when a notification arrives, if your volume is on
Pop-up: a small window surfaces the notification as it lands
Both are toggled per person in your user settings, so anyone who prefers the quiet version can leave them off.
Improvements
Census: Notes can now be added and edited directly on the census page.
Fixes
Automations: An automation attached to a conditional branch now runs as soon as the branch activates, and its run is recorded in activity.
Client Portal: .txt files uploaded internally now download correctly from the client portal.
Documents: Locked folders are now protected from deletion throughout the file browser.
Milestones: Columns in your Milestone tracker now stay inside the table grid.
Tasks: The Automation tab now stays visible when you open a task, so its configuration and activity are always reachable.