Tasks, AI search and new dashboard

We’ve rolled out some big improvements across the platform to help your teams move faster and stay in the know. Tasks are now easier to manage with better filters, a centralised view, and the option to export to CSV.

We’ve also introduced smarter permissions and boosted news and articles search with AI-powered results. Plus, admin users now have a handy dashboard to help stay on top of what’s happening — and what needs tidying up.

Making tasks simpler and smarter

Inspections & Checklists Hub
Coaching & Observations Hub
task-view

We’re starting a series of updates to make creating and tracking tasks more intuitive and efficient across the platform.

Improved task display

Tasks are now easier to view and manage, with a centralised display that brings all tasks into one place.

Smarter filters

New filter options help you quickly find and organise tasks based on what you need. You can now filter tasks by review type too, making things even more flexible.

CSV export

Need to dive deeper into task data? You can now export tasks to a CSV file and analyse the

A new re-assign permission for checklists & observations

Inspections & Checklists Hub
Coaching & Observations Hub
Screenshot 2025-07-18 at 11.20.06

Previously, the ability to re-assign in-progress checklists or observations was bundled with full admin access. We’ve now separated this out. You can now give user roles the permission to re-assign a review without needing to give them admin access. This is useful if you want one team member to start a review, then another to finish it. 

Smarter search to help you find what you need, faster

Comms & Engagement Hub
Knowledge & Learning Hub
Screenshot 2025-07-18 at 11.28.07-1

Admin dashboard

Platform

For admin users, there’s a new dashboard when you login to help you stay on top of what matters — from your content to your users.

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Spot inactive admin accounts

You’ll see the five admin accounts that haven’t logged in for the longest time. It’s a quick way to tidy things up and deactivate old accounts, helping reduce your security risk.

Keep your content fresh

Older news or alerts can stick around longer than they should. We’ll highlight the ones that look out of date so you can archive or refresh them. For articles, you’ll see the oldest ones first — just review or update them to remove them from the list.

Get a clear view of what’s happening

Your dashboard also gives you a quick snapshot of recent activity: published or updated content like Review templates, internal comms, articles and alerts. Plus, a look ahead at what’s scheduled to go live soon.