ShippedAutomation
Tasks Linked to Invoices & Estimates
Tasks and automations can now attach related invoices and estimates directly, making follow-up work easier to review and act on from the task flow.
Released in version 1.5.1 on April 2, 2026.
What was done
- Tasks can link directly to related invoices and estimates.
- Workflow automations can attach those documents to the tasks they create, so follow-up work stays connected to its document.
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