HighLevel Project Management Sees Improvements to Subtasks, Views, Kanban

TL;DR

Subtasks now have due dates, and custom fields work across multiple project lists. Expect more reliable status updates and easier editing.

Who this affects

HighLevel has not confirmed who is affected by this update.

What changed

HighLevel's project management feature has received several enhancements:

• Subtasks now include due dates.
• Status updates are now more reliable.
• Editing functionality has been improved across the board.
• Custom fields and custom views now function across multiple lists within project management.
• The "Group by" feature has been refined for a cleaner display.
• Kanban view with bulk update capabilities is now live.
• The display of contact details has been improved.

HighLevel has not confirmed any limits, plan gating, or the rollout status.

Where to find it

HighLevel has not published the specific navigation path yet. This update pertains to the project management section of the platform.

How agencies will use this

An agency can now manage client projects with greater precision. For instance, an agency onboarding a new client for a website build can create a master project. Within that project, the 'Website Design' phase can be a task, and individual steps like 'Gather content,' 'Design mockups,' and 'Client review' can be subtasks, each assigned a specific due date. This clarity allows for better resource allocation and client communication. The improved custom fields and views across multiple lists mean that an agency owner can create a 'Priority' custom field and then filter all active projects across various clients to see high-priority tasks in one consolidated view, regardless of which specific project list they reside in. Bulk updates in Kanban view could allow an agency to quickly move several 'Ready for Review' tasks to 'In Progress' with a single action, streamlining workflow management for their team.

Our take

This is a major update to HighLevel's project management functionality. The addition of due dates to subtasks and custom fields working across multiple lists addresses core operational needs. The improved Kanban and editing capabilities are also significant. This suggests HighLevel is investing heavily in making its native project management a more robust tool for agencies. While the full rollout status and specific impact on users remain unconfirmed, these changes indicate a more mature and usable project management experience is coming.