Product Updates
SEPT Week 4 product updates
SEPT Week 4.9 brings a more connected ClientFive Studio, Clients and Stacks workflows, and clearer task follow-ups.
Week 4.9: Connected client work and clearer follow-ups
- ClientFive Studio now opens with dedicated Bots and Lead Generator areas. Lead Generator includes people-search filters, fit context, a compact results table, and a shortlist. Its included records are clearly labeled preview examples; they are not live, verified people or a connected lead-data feed.
- Client profiles can link a Stacks notebook as the root of a client workspace. Its child notebooks and notes follow the existing hierarchy, and supported note edits stay connected to Stacks.
- Client reports are easier to search and scan as collapsible entries, and Copy for Slack preserves nested bullet lists. Invoice attachments can be opened in an in-page PDF preview instead of being downloaded.
- Tasks remembers the expanded view and open side-panel task across a browser refresh on the same device. Comment image attachments show upload feedback and a preview before posting.
- Hovering a recurring-task indicator now explains the cadence, interval, and selected weekdays, so a repeat symbol has useful schedule context.
- Several Clients and Lead Generator controls have been tightened to reduce visual clutter, keep full words readable, and prevent menus from being cut off at the viewport edge.
Week 4.4: More ways to work
- ClientFive Go now has a phone-friendly Dashboard and refreshed module navigation, with account settings that share your profile and theme choices with the desktop workspace.
- Go refreshes supported workspace views when data changes elsewhere, including Mini List, Tasks, and Calendar. Detailed setup remains on desktop.
- The desktop workspace now includes Takes for recording and organizing short screen videos, with storage limits based on your plan.
- Vision Board is now called Board. Its desktop navigation and workspace remain available under the new name.
- The private Ops workspace now includes a Socials calendar and a clearer Company Structure overview for internal planning.
- Account, collaboration, upload, and request protections have been strengthened across the platform.
Week 4.3: ClientFive Go refinements
- Stacks is now available in Go for finding and reading notes, plus capturing quick notes in existing notebooks. Locked notes still require the desktop workspace.
- Go modules use tighter spacing and shorter headings so everyday actions are easier to reach on a phone.
- The Go sidebar now links to account settings for theme, help, support, privacy, terms, and sign-out. The Open full site option was removed from Go navigation.
- Phone visits to most workspace pages open the matching Go module. Help, pricing, account recovery, and legal pages remain accessible directly.
- Closing Mini List's expanded focus view now returns it to the top workspace icon instead of leaving a floating list over the page.
Week 4.2: ClientFive Go
- ClientFive Go is a focused phone workspace for quick everyday actions using the same account and synced data as the desktop site.
- The first release brings Mini List, Tasks, Clients, Calendar, ClientFive Studio, Collab, and Timesheet into a compact mobile navigation. Detailed setup remains in the full desktop workspace.
- Phone visitors are directed to Go sign-in or their Go workspace. An Open full site choice remains available and is remembered on that device.
- Go has its own ClientFive-related icon and install manifest, so adding it to the phone home screen opens the Go experience.
- In Tasks, the active list search uses a softer accent wash, and Cmd+F or Ctrl+F focuses task search while the Tasks workspace is open.
Clients
- The Clients workspace now uses a compact, sticky relationship panel and denser result rows so the client list remains easy to navigate while scrolling.
- Client search is focused on the three details people use most: client name, company name, and company domain.
- Opening a client from the list now shows the full client workspace in place, with a quick return to the list instead of forcing a separate page workflow.
- Client details retain the complete Overview, Check-in, Activity, Invoices, interaction logging, survey, briefing, and relationship tools in the compact workspace.
- Stats cards were tightened to show more useful relationship detail with less empty space, while keeping labels, scores, health, status, earnings, next steps, and Spark Graph information visible without overlap.
- List, card, and stats results now scroll naturally inside the available workspace, while filtering, grouping, sorting, and view controls remain accessible.
Tasks and ClickUp
- ClickUp list imports now continue through every available task page instead of stopping after the first result set.
- Imported task descriptions preserve richer formatting and supported links, while comments, threaded replies, images, videos, files, and other supported attachments are carried into C5 with safer fallback links when direct media storage is unavailable.
- The ClickUp importer now uses a compact, scrollable list picker and clearer progress states so large workspaces remain manageable during import.
- Task folders and lists use visible compact selection controls, clearer hierarchy indentation, and right-click actions for pinning and list management without shifting labels on hover.
- Task rows stay on one line in list view, including tags, and add-task controls remain available in both the standard and expanded layouts.
- Menus and confirmation dialogs were simplified and constrained to the viewport so actions remain visible near the top or bottom of the screen.
- Mini List remains available inside Tasks and is also accessible from the top workspace bar for faster capture from other modules.
A consistent C5 workspace
- Calendar, Mails, Stacks, and Tasks now share the Clients module's charcoal secondary-panel treatment, with contrast-adjusted text, icons, controls, and active states.
- Calendar, Cashflow, Mails, Priorities, Stacks, Tasks, Timesheet, and the remaining primary modules received a consistent compact workspace language without changing their underlying workflows.
- Borders, corner radii, dividers, controls, tables, cards, forms, modals, and detail views now follow a more restrained ClientFive shape system for a professional but friendly feel.
- Dense lists use tighter spacing and flatter surfaces, while dialogs and menus remain scrollable and visible within the current screen.
- Scout uses the same lower-left placement across modules so it stays familiar and does not cover working content.
Mobile and accessibility
- Primary modules now adapt their navigation, toolbars, lists, panels, forms, and detail surfaces for narrow screens without changing synced data or desktop behavior.
- Wide workspaces use intentional internal scrolling or focused mobile layouts so users can still reach controls and inspect records without clipped content.
- Keyboard focus visibility, accessible labels, dialog scrolling, touch targets, contrast, and reduced-motion behavior were strengthened across shared workspace surfaces.
- Where a dense desktop view cannot remain understandable on a phone, C5 keeps the supported mobile view available and directs the user to desktop for the wider workspace.
Speed and responsiveness
- C5 no longer warms every major module repeatedly in the background. Module navigation is prepared when the user points to, focuses, or touches a destination instead.
- Heavy global tools such as Mini List, Settings, Playbook, C-Score help, and Trash now load when needed instead of adding their full cost to every initial page.
- Font loading now prioritizes the user's selected workspace font rather than requesting the complete font library on every visit.
- These improvements reduce unnecessary browser, network, and database work while preserving navigation, syncing, saved data, and existing module functionality.