Basil Updates and Requests

March 2026 Release Updates:

• • Signatures Rework: Additional features have been added when Initiating Signatures, such as bulk assigning, required/optional fields toggle, and control over font sizes.
  • Project Templates Bulk Edit: When applying Project Templates, users can use bulk edit to edit multiple values at once for the nested tasks, such as assigning multiple tasks to one user.
  • Signup Page for Clients Simplification: Made optional fields hidden when primary users and client users sign up for Basil.
  • Tasks Placard and List View Filters: Made changes such as Task View now being a sticky field.
  • Edit Status for Unowned Tasks: Users can now change the status of tasks that they do not own.
  • Forms Email Message: Users can now add a message to the client which will be viewable from the email they receive.
  • Forms Freeform Text Field: A multiline Label element has been added when building a form which allows the user to add an instructions or freeform text field.
  • Email Improvements: Made performance, navigation, and visual improvements in the Email tab. Also improved flexibility of creating tasks through emails.
  • Files Email Link Special Characters: The following characters can now be used when typing a message for Email Upload/Download Links for files: ! ( ) [ ] * @
    
    
  • Project Templates Rework: Changed how Project Templates are created, reducing the steps taken and simplifying the process.
  • CRM UI Change: Moved the CRM button within the People tab, added "Summary" and "Detailed" tables for both CRM and Clients.
  • Add Simple Client: Users have an option to have less fields required when adding new Clients by selecting Simple vs Advanced Client.
  • Bulk Client Invite: Users can use the CRM to view to identify clients who have not yet joined Basil and then send or resent invitations from there.
  • Add Task Action for Files: Users can create a Review or Download File Task for files by clicking the three-dot Actions button.
  • Chat Notifications Frequency Enhancements: The frequency of email notifications sent to users with unread messages can be further adjusted, adding the option to select number of days or hours.
  • People List View Display Improvements: The People tab list view will now better extend to the bottom of the browser tab, ideal for users with larger monitors.
  • Files Configure UI Changes: Made minor visual changes to the Root Workspace and Folder Template UI.
  • Folder Modified Date Adjustment: When viewing folders in the Files tab, the Date Modified column will now properly reflect when the folder's contents are edited.
  • File Lock Icon Change: The Locked By column for Zoho-editable documents and spreadsheets now only shows the lock icon when the file is locked.