What has changed in Erre OS

Give each project a page for your client. They open it with a code sent to their email.

Your client's page lists what waits on them, like a form to answer or files to send.

Share a file or a folder as a page, and see when your client opens the link.

Ask a client for answers or files from any record with Request info and Request files.

Projects open as a List or a Grid, next to the Timeline.

Any workspace can turn on Inventory in Settings, Features, to count stock and log what projects use.

The sidebar is one list under Sales, Work and Marketing, with Theme and Sign out under your name.

The planner shows whose move each post is, and its Grid previews your Instagram profile.

Every create opens in the same panel, with labels above the fields.

The new quote editor is now the default.

Form fields no longer zoom the page when you tap one on a phone.

Muted text, email buttons and comment times are easier to read.

Build a form with 13 question types and conditional logic. Share it by link or send it from a record.

Pin a note to a spot on a post's image when you comment.

Copy a post as one image, with the planner's name, the slide and the full caption.

Add reference images to a post's brief.

Archive or delete a chat for yourself. The other person keeps everything.

Drop a whole folder on Files and every folder inside it comes along.

Tasks show their client and project, and you can pick both when you create or edit one.

A time-blocked task moves to In progress when its block starts.

The planner's week view shows each post as a card with its image, earliest first.

Scheduled posts that fail on a passing Meta error try again on their own.

Switch workspaces from the menu on a phone.

The check circle on Home's task list completes a task again.

Projects run a workflow. Each step creates its tasks, and a timeline shows every project at once.

Write a quote like a note. Your client gets a page that fits a phone, picks options and signs.

Choose Light, Dark or System for Erre OS in Settings.

Ping yourself about any record, or about nothing in particular, and it rings when you say.

Companies and contacts open as a record page with a timeline and tabs for notes, tasks, files and quotes.

Save a filtered list as a view, for you or the team. Every list remembers your filters.

Select posts on the planner and turn them into tasks, each due before its publish date.

Set a task's time and length from its date picker.

Share a note with named teammates, and file notes in folders.

A post's panel shows whose move it is, and reviewers get an email when one waits for them.

Members who are not admins see only the tasks, companies and contacts assigned to them or created by them.

Erre OS works in a phone's browser, planner included.

Keep notes, private or shared with the team, and edit a team note together live.

Owners and admins get an Overview page with the month's quotes, wins and the team's workload.

Press Cmd+K anywhere to create a task, contact, company or quote.

Tasks has a Calendar view. Drag a task onto a day to plan it.

Start a channel or a direct message with people in a workspace linked to yours.

Download a folder, or several files, as one zip, and follow uploads in a transfer panel.

Being assigned a task, contact or company, or mentioned in a chat, now also sends you an email.

Cmd-click rows in Tasks, Contacts, Companies, Quotes and Catalog to select several and act on them at once.

Every list has a search box. Press / to jump to it.

Paste or drop an image into a task description or a post brief.

Deleting a task, contact, company or quote holds it for six seconds so you can undo.

Lists no longer flash an error while they load.

Keep a catalog of what you sell, with a cost and a price for each item.

Pick a catalog item onto a proposal line and its price and cost copy in.

Write a template once, or save a proposal as one, and start new proposals from it.

Insert a template's lines and terms anywhere in a proposal you already have open.

A new proposal starts with no line items unless you choose a template.

A percentage discount now shows its real amount in a proposal's totals.

Send a task for review, group the board by due date, and file finished work in an archive.

Comment threads rest collapsed, the composer opens focused, and a task note takes an @ mention.

Messages in your workspace gain replies, reactions, edits, mentions, read indicators, and secure attachments.