What's in this release:
- Arrival and Departure Rule Awareness in the Move Card Component
- Delegate Outcomes to Another Canvas or Whiteboard
- Notes and Mentions in Outcome Values
- Quick Check-In on Outcomes
- Smarter "Link to Existing" Search with Filters
- Sort by Custom Fields, Size, and Cumulative Size in the Planning View
- More Granular Role Permissions for Card Details
- Expected Progress Now Considers Planned Start Date
- Other Updates
Arrival and Departure Rule Awareness in the Move Card Component
The Move Card component is now far more transparent about which columns a card can actually move into. Columns that are blocked by arrival or departure rules are clearly marked with an X icon directly inside the move circle, and hovering over the icon reveals exactly which rule is preventing the move and whether it originates from the destination column's arrival rules, the current column's departure rules, or both. The indication is fully dynamic: change a card detail (such as color, owner, or a custom field) that satisfies a blocking rule and the column becomes available immediately — even before you save your changes. Clicking on a blocked column inside the card details opens up the underlying arrival rules, so you can review the conditions and understand exactly what needs to be true for the move to succeed.
Delegate Outcomes to Another Canvas or Whiteboard
You can now delegate the breakdown of any outcome to a colleague working on a different canvas or Whiteboard, without losing context or creating manual copies. Open the context menu of an outcome and choose the new Delegate option, then specify the new Owner and the Destination (an AI Canvas or another Whiteboard) — both fields are required. When you save, the selected outcomes are cloned as new objects on the destination, and the new owner receives an email notification with a "locate" link that takes them straight to the delegated outcomes. You can delegate one outcome at a time or many at once, making it dramatically easier to scale strategic breakdowns across teams and boards.
Notes and Mentions in Outcome Values
You can now add a note every time you set or update an outcome value, capturing the why behind the number alongside the number itself. Notes are available on the starting value and current value directly in the outcome details, on each individual entry inside the Values modal, and on the outcome itself as a single descriptive note that behaves just like a card description.
Every note supports @mentions, with the picker scoped to users on the relevant board, canvas, or Whiteboard, so you can loop in the right people without exposing visibility outside the workspace. Notes attached to the latest or earliest entry are reflected on the current and starting values in the outcome details, keeping the most relevant context one click away.
Quick Check-In on Outcomes
Recording progress on an outcome should take seconds, and now it does. A new Check in option opens a small, focused window with just two fields: the new current value (pre-filled with the existing value, ready for you to adjust) and a note explaining the change. Save it, and a fresh, timestamped entry is added to the outcome's value history — previous entries are left untouched, so you keep a clean audit trail of how the metric has evolved over time. It's purpose-built for the kind of regular progress updates that happen during weekly reviews or standups, where you want to capture a value and the reasoning behind it without diving into the full Values configuration.
Smarter "Link to Existing" Search with Filters
Linking a card to an existing card is now significantly faster and more focused. The "link to existing" modal includes a new filter button that lets you narrow the search scope to exactly what you need — for example, only initiatives, only cards, only the current board, or only unfinished cards. Your filter selections are remembered through local storage, so the search stays tuned to your habits across sessions and you don't have to reapply your preferences each time. Behind the scenes, the search has been completely rebuilt, which delivers noticeably faster results, especially in large accounts where the previous global search could take a longer time to complete.
Sort by Custom Fields, Size, and Cumulative Size in the Planning View
The Planning View has been expanded with the columns and sort options many of you have been requesting. You can now display Size and Cumulative Size columns, as well as columns for any custom field on your boards. On the Workflow Planning View, the available custom fields are scoped to the current board, keeping the picker clean and relevant. On the Board and Initiative Planning Views, you can choose from custom fields across all boards involved through a board selector, with the current board pre-selected by default. Size formatting (numeric or T-shirt) automatically respects the configuration of the source board, so your data displays consistently no matter which initiative or workflow you're looking at.
More Granular Role Permissions for Card Details
Role permissions have been refactored so administrators can grant much more precise access than before. Permissions for managing card attachments, documents, custom fields, and outcomes are now fully independent of the broader Edit card details permission. Specifically, Add attachment, Remove attachment, Add doc, Remove doc, Add custom field, Edit custom field, Remove custom field, Add outcomes, Edit outcomes, and Remove outcomes are now standalone permissions that you can grant separately. Existing roles are preserved automatically: if a role had Edit card details before the upgrade, all of the new permissions are turned on; if it didn't, the new permissions are turned off by default — guaranteeing that nobody gains access to anything they couldn't do before. This unlocks new flexibility for use cases such as letting collaborators contribute through custom fields and documents without granting them broad editing rights to the rest of the card.
Expected Progress Now Considers Planned Start Date
Expected progress for initiatives can now be calculated against your planned start and planned end dates, not just the actual start date. When both a planned start and a planned end (or deadline) are set, you'll see an additional indicator showing where the initiative should be according to plan, plus an extra line in the popover comparing actual progress to expected planned progress. If the planned status and current status share the same color, the secondary indicator isn't drawn — but the comparison text still appears in the popover, so you always have the full picture at a glance. The result is a clearer, more honest view of how your initiatives are tracking against the plan you originally committed to.
Other Updates
New "Was More Than" Operator in Business Rules
Business Rules just became significantly more powerful with the new was more than operator. The operator essentially asks: "Was the card here, or in this state, more than X days ago?" — and that simple question opens up an entire new class of time-based automation. The operator is available across a wide range of date triggers, including Last moved, Deadline, First Blocked Date, First Date Moved To, Last Blocked Date, Last Date Moved Out Of, Last Date Moved To, Last Modified, and Created at. Whether you're building escalation policies for stale work, automated alerts for cards stuck too long in a column, or compliance triggers tied to age thresholds, this operator gives you the precision you need to encode your team's policies as automation.
New Security Option for Adding Workspace Managers
A new security setting gives account owners exclusive control over who can be promoted to Workspace Manager. When the option is enabled, Workspace Managers themselves cannot add other users as Workspace Managers — only account owners can do so. This complements the existing settings such as Only Account Owners can create or clone workspaces and boards and Only Account Owners can delete workspaces and boards, giving you a complete toolkit for tightly governing workspace administration in larger or more regulated environments where the principle of least privilege is critical.