Project Management: Sneak Peek Update Details

TL;DR

HighLevel's Project Management feature is getting updates, moving out of private testing. No action is required from users at this time as the rollout status is unknown.

Who this affects

HighLevel has not confirmed who is affected by these updates. It is unknown if these changes are relevant to specific plan levels or sub-account configurations. Therefore, it is unclear who should pay attention to this and who can safely disregard it.

What changed

Project Management updates are coming out of private testing. The updates include protected changes. Seamless task switching is part of the new features. Clearer status updates are being implemented. Synced list membership is also included. Improved action buttons are part of this update. HighLevel has not confirmed any limits or plan gating associated with these changes. The rollout status for these updates is currently unknown.

Where to find it

HighLevel has not published the specific location for these updates yet. However, based on the feature name, these changes will be found within the existing Project Management section of the HighLevel platform once released.

How agencies will use this

Agencies currently using HighLevel's Project Management for client tasks or internal operations may see improvements in task execution and data integrity. For example, an agency managing an onboarding project for a new client might find "protected changes" prevent accidental modification of critical setup steps within a project template. "Seamless task switching" could allow an agency team member to move between a client's website design task and a CRM setup task more efficiently within the Project Management interface. "Clearer status updates" would help the agency project manager quickly assess progress without needing to dig into individual tasks, allowing for better client communication or internal reporting. "Synced list membership" could mean that as team members are added or removed from a client account or a specific project within a sub-account, their access or assignment within the associated project tasks updates automatically. Finally, "improved action buttons" suggest a more intuitive user experience when creating, assigning, or completing tasks.

Our take

This is a major update for the Project Management feature, indicating HighLevel is investing in its capabilities. However, the lack of information on who is affected, where to find it, and its rollout status means it's not immediately actionable for agency owners. Keep an eye on official HighLevel announcements for more concrete details regarding availability and implementation. Until then, consider this an early heads-up rather than a pressing concern for this week's operations.