--- title: "WizeHub Product Updates" url: "https://knowledge.wizehub.co/en/article/product-updates-release-notes" language: "en" last_updated: "2026-10-28T23:26:14.226Z" --- # WizeHub Product Updates Stay in the loop about recent changes and new product updates. ### Product Updates - 29 October 2026 This product release includes: - **Growth Plan Overhaul** – A new multi-step setup flow with refined tooltips and guidance. Introduced an updated business valuation model using EBITDA multiples and borrowing capacity modelling. - **Tasks in Meetings** – Completed tasks are now hidden from view accompanied with a checkbox to ‘show completed/cancelled tasks’ in Meeting Agendas, Freedom Map Coaching Steps, and Freedom Map Projects. Read: [Release Notes - 29 October 2026](https://knowledge.wizehub.co/en/article/release-notes-29-october-2026) ### Product Updates - 15 October 2026 This product release includes: - **Meetings** - **Move Meetings:** Users can now move meetings between divisions. - **Consolidated Meeting Tasks View:** Users can now view all active tasks across agenda items within a meeting from a single, centralised view, eliminating the need to open agendas individually. - **FAB5 Dashboard** - **Sales KPI:** The Sales KPI now reflects total revenue won and lost, rather than segmenting revenue based on invoice timing. - **Growth KPI %:** Added a new column that automatically populates the team’s Growth KPI from the revenue budget, with the option to manually override the value. - **Debtor Days:** Added a new column to help track cash collection efficiency. - **Benchmark Tooltips:** Added contextual guidance for benchmark metrics throughout the dashboard. - **Budget & Capacity: Individual Team Member Sync** **-** Resolved an issue where leave leave entitlement updates in a team member's *People* profile were not syncing to the billing period when using the individual sync button. *NB\* Leave entitlements only sync to full year budget periods. For custom budget periods, period-specific leave entitlements must be entered manually.* Read: [Release Notes - 15 October 2026](https://knowledge.wizehub.co/en/article/release-notes-15-october-2026) [Synthesia video player - WizeHub Product Updates - September 2026](https://share.synthesia.io/embeds/videos/584d4e9d-4057-4413-9252-b5a592421cc3) ### Product Updates - 17 September 2026 This product release includes: - **Team Designer: Role Placeholders** - Added the capability to drag and drop role placeholders onto the design canvas to plan structure before assigning specific team members. **Task Hub: Email Weekly Task Summaries** \- Introduced automated weekly summaries and email reminders. Summaries provide users with their overdue task, week-ahead priorities (next 7 days), and newly released resources from the Freedom Vault, complete with configurable notification preferences. - **Task Hub: Enhanced filtering** \- User can now filter tasks associated with a specific meeting agenda. - **Meetings: Agenda Progress Icons** - Implemented progress icons across meeting agendas, making it easier to track the agenda statuses during extended or recurring meetings. Read: [Release Notes - 17 September 2026](https://knowledge.wizehub.co/en/article/release-notes-17-september-2026) ### Product Updates - 3 September 2026 This product release includes: - **Personal Mission (NEW MODULE)** \- Adapted from Stephen Covey’s “Beginning with the end in mind” leadership exercise, complete an eight component eulogy and create an AI generated Personal Mission Statement. - **Activities & Delegation** - Updated the Quad list labels and added a more descriptive tooltip to guide users’ withdrawal journey categorisation. - **Task Hub list view** \- A refreshed list view in Task Hub, Meetings, and Freedom Map Coaching Steps. Users can now update the task status ‘on the fly’. - **Global Search results are more informative** - Added sub-text to Freedom Map Projects and Training Modules so users can easily identify where a resource lives, reducing “lost” navigation. - **Freedom Map Coaching Steps** \- Applied Freedom Map Coaching Steps as a favourite for executive users across all tenants. Read: [Release Notes - 3 September 2026](https://knowledge.wizehub.co/en/article/release-notes-3-september-2026) [Synthesia video player - WizeHub Product Updates - August 2026](https://share.synthesia.io/embeds/videos/e15bca15-3411-47f4-b6cf-911a7fe0dd08) ### Product Updates - 20 August 2026 This product release includes: - **Ideal Income** - Revised the “Business Value Analysis” allowing businesses to set their valuation multiple. - **Training Modules** \- “Next training modules” prioritise videos linked to shared projects and connected training modules. - **Activities & Delegation** \- Users can assign a task to team members while also attaching the task to a meeting agenda. - **Task Hub** - Drag-and-drop now provides better visual feedback so users are confident an item has moved. - **People** - Users can now click an employee’s name (not just view icon) to open a profile. Read: [Release Notes - 20 August 2026](https://knowledge.wizehub.co/en/article/release-notes-20-august-2026) ### Product Updates - 6 August 2026 This product release includes: - **Fab5 Sales KPI** - Two new columns, "Revenue Target" and "Variance" have been added to the Sales KPI. Revenue Target auto-populates from ‘New Revenue to be Won’ in the Budget & Capacity plan. Alternatively, users can set their own Revenue Target in the dashboard. - *Freedom Map Project Steps* has been renamed to **Freedom Map Coaching Steps** and relocated to the Freedom Vault for improved discoverability. - **Task Hub** \- Users can now link tasks directly to Freedom Map Coaching Steps, enabling task tracking within coaching workflows. Read: [Release Notes - 6 August 2026](https://knowledge.wizehub.co/en/article/release-notes-6-august-2026) [Synthesia video player - WizeHub Product Updates - July 2026](https://share.synthesia.io/embeds/videos/aed92b6a-e8fb-48c2-ad25-0f154eab7392) ### Product Updates - 23 July 2026 This product release includes: - *Task Management* has been renamed to **Task Hub**. You can now also link newly created tasks to existing meetings. - **Freedom Map Projects** -  Added "Next" and "Previous" navigation buttons to project headers. - Executive users can grant access to Freedom Map Projects and Freedom Map Project Steps (meetings module) to team members. - **Align** - Employees can now share Align modules with multiple managers. We have also added in-app notifications for shared modules. - **Lead Pipeline** - Introduced a new filter for "Revenue Range" and added "Sales Appointment" to sorting. - **FAB5** **-** Added the ability to reorder teams across all FAB5 plans. - **Scorecards** **-** Moved the "Create scorecard" button to the Actions menu for better visibility. Read: [Release Notes - 23 July 2026](https://knowledge.wizehub.co/en/article/release-notes-23-july-2026) ### Product Updates - 9 July 2026 This product release includes: - **Freedom Vault** - A PDF viewer for resources in Projects and Training Modules. - **FAB5** - Ability for users to add a custom EBITDA % KPI for each team. - The dashboard now retains your YTD date range when switching to prior years for quick comparison. - **Lead Pipeline** - Clients now remain visible on the Kanban board for 90 days, and lost leads for 30 days. - **Meetings** **-** The delete button on meeting agendas has been repositioned to prevent accidental deletion of entire meetings. Read: [Release Notes - 9 July 2026](https://knowledge.wizehub.co/en/article/release-notes-9-july-2026) [Synthesia video player - WizeHub Product Updates - June 2026](https://share.synthesia.io/embeds/videos/63df793c-5235-496d-996e-85916393b546) ### Product Updates - 23 June 2026 This product release includes: - **EBITDA** \- Senior Client Manager users now have visibility of their team’s EBITDA. - **Global Search** \- Ability to search content in the Freedom Vault. Read: [Release Notes - 23 June 2026](https://knowledge.wizehub.co/en/article/release-notes-23-june-2026) ### Product Updates - 11 June 2026 This product release includes: - **Lead Pipeline** \- Search leads by client/contact name or time zone. - **Training Modules** - Ability to filter training modules by division, industry and role. Read: [Release Notes - 11 June 2026](https://knowledge.wizehub.co/en/article/release-notes-11-june-2026) [Synthesia video player - WizeHub Product Updates - May 2026](https://share.synthesia.io/embeds/videos/666f03d1-6d49-4ee0-b17a-902d41175afa) ### Product Updates - 28 May 2026 This product release includes: - **Align (NEW MODULE)** - build an aligned, engaged, and high-performing workforce. Empower employees to connect with their career purpose, while growing both personally and professionally. New modules include: - Career Audit - Career Wheel - Energy Audit - Life Wheel - Team Analysis - **Lead Pipeline** - Search leads by state or country. - **Task Management** - Filter by task origin. - Sort tasks by due date, created date or title. Read: [Release Notes - 28 May 2026](https://knowledge.wizehub.co/en/article/release-notes-28-may-2026) ### Product Updates - 14 May 2026 This product release includes: - **Freedom Vault: Training Module (NEW)** - A dedicated training hub to access training videos, coaching calls, and Wize event recordings in one centralised location. - **FAB5 integration** - Newly added teams in Budget & Capacity will now automatically sync with FAB5 schedules, ensuring alignment without manual updates. - **Lead Pipeline** - Added a new field “Proposal Sent” for improving tracking of the sales progress. - **Task Management** - Users can now mark tasks as private, providing greater control over visibility and confidentiality. - Tasks created through meetings or delegation activities are now clearly labelled with their task origin, improving context and traceability. Read: [Release Notes - 14 May 2026](https://knowledge.wizehub.co/en/article/release-notes-14-may-2026) [Synthesia video player - WizeHub Product Updates - April 2026](https://share.synthesia.io/embeds/videos/3e61649d-02dc-47f1-9d21-468ad10b86f6) ### Product Updates - 30 April 2026 This product release includes: - **Activities & Delegation** - Added the ability to assign tasks associated with the delegation process.  Read: [Release Notes - 30 April 2026](https://knowledge.wizehub.co/en/article/release-notes-30-april-2026) ### Product Updates - 14 April 2026 This product release includes: - **Budget & Capacity**: Team Summary - A new toggle lets you decide whether direct expenses are treated as Cost of Goods Sold (COGS) or Overheads. COGS are included in the Gross Profit Analysis while overheads are not. - **Lead Pipeline** \- New field for address, country and time zone. - **Potential Acquisitions** - New field for a business website. - **Task Management** - New in-app notifications. Read: [Release Notes - 14 April 2026](https://knowledge.wizehub.co/en/article/release-notes-14-april-2026) ### Product Updates - 8 April 2026 This product release includes: - **Freedom Map Projects** - An updated infrastructure that includes core training, associated training modules, downloadable resources and tools to support your journey to freedom.  - **Freedom Map Project Steps** \- A new meeting-based module allows Executive users to work through projects in a structured, collaborative format. Read: [Release Notes - 8 April 2026](https://knowledge.wizehub.co/en/article/release-notes-2-april-2026-copy) ### Product Updates - 2 April 2026 This product release includes the following enhancements: - **Budget & Capacity** - You can now set a custom Gross Profit % KPI in the Team Summary. - **Client Portfolio** - Added the ability to bulk delete all clients. - **Policies & Procedures** - The policy number is no longer mandatory. Read: [Release Notes - 2 April 2026](https://knowledge.wizehub.co/en/article/release-notes-2-april-2026) [Synthesia video player - WizeHub Product Updates - March 2026](https://share.synthesia.io/embeds/videos/3dfbab87-27fd-49be-bc88-6b1c5b72c69f) ### Product Updates - 26 March 2026 This product release includes: - enhancements to **Activities & Delegation** include: - new My Activities and My Delegations tabs for clearer ownership and delegation tracking. - progress buttons added to quickly update delegation status when viewing activities. - streamlined delegation flow to formally assign activities to team members. - ability to archive old activities. - the **Equity Plan** now includes the equity owner’s 'Share of Goodwill' and highlights when an equity owner reaches their ideal income. - ability to close (and re-enable) the blueprint progress banner from the side menu. Read: [Release Notes - 26 March 2026](https://knowledge.wizehub.co/en/article/release-notes-26-march-2026) ### Product Updates - 5 March 2026 This product release includes: - The bonus system tool now streamlines bonus allocation by automatically calculating and distributing individual shares based on salary and time in the team. - *Marketing Results* has been renamed to **Marketing Metrics** and moved to *Measure*. - **Lead Pipeline** and **Bookkeeping Quote** has moved to *Execute*. - **Policies & Procedures** has moved to it’s own category; *Policies.* Read: [Release Notes - 5 March 2026](https://knowledge.wizehub.co/en/article/release-notes-5-march-2026) [Synthesia video player - WizeHub Product Updates - February 2026](https://share.synthesia.io/embeds/videos/9aff0fda-3454-4ac2-8f3b-12d20059f3d2) ### Product Updates - 19 February 2026 This product release includes: - **Wize Blueprint** - A motivating progress banner — helping you stay on track as you complete your WizeHub foundations. - Integrated WizeHub membership benefits — encouraging early engagement and connection within your Wize community. - Administration Team users now have access to **Business Brokers** and **Resources** under *Acquisitions.* Read: [Release Notes - 19 February 2026](https://knowledge.wizehub.co/en/article/release-notes-19-february-2026) ### Product Updates - 5 February 2026 This product release includes: - The **Growth Scorecard** will prefill with data from Revenue and EBITDA plans. - *Ideal Teams* has been renamed to **Team Designer**. - *Team Structure* has been renamed to **Ideal Teams**. - Updated WizeHub with universal language including renaming *Fees* to **Revenue** and *Fees Won & Lost* to **Revenue Won & Lost**. - Wizer's new location - *Dashboard >* **Wizer Mentor**. Read: [Release Notes - 5 February 2026](https://knowledge.wizehub.co/en/article/release-notes-5-february-2026) [Synthesia video player - WizeHub Product Updates - January 2026](https://share.synthesia.io/embeds/videos/7878ac68-b08d-4456-9d1b-6d448c51d71c) ### Product Updates - 23 January 2026 This product release includes: - A Kanban board has been added to **Task Management**. - Owners can plan equity changes alongside growth plans in the new **Equity Plan** module. Read: [Release Notes - 23 January 2026](https://knowledge.wizehub.co/en/article/release-notes-23-january-2026) ### Product Updates - 8 January 2026 This product release includes: - the ability to bulk delete clients in the **Client Portfolio**. - the ability to display archived activities in the time breakup/chart in **Activities & Delegations**. - streamlined syncing when new teams are added to the **Budget & Capacity** plan. Read: [Release Notes - 8 January 2026](https://knowledge.wizehub.co/en/article/release-notes-8-january-2026) [Synthesia video player - WizeHub Product Updates - December 2025](https://share.synthesia.io/embeds/videos/dced5081-ca92-44db-8bbe-c8babeb34442) ### Product Updates - 19 December 2025 This product release includes: - Updates to **Activities & Delegations**: - more delegation progress options. - new field to record the positive impact of delegating an activity. - ability to link **Policies & Procedures** to support users as they progress through the effective delegation process. - the ability to archive activities. Read: [Release Notes - 19 December 2025](https://knowledge.wizehub.co/en/article/release-notes-19-december-2025) ### Product Updates - 10 December 2025 This product release includes: - Print to PDF: **Organisation Chart** - Ability for users to share **Activities & Delegations** with their manager/direct report. - Senior Client Manager users now have visibility of their team’s **Lockup** and **Team NPS**. Read: [Release Notes - 10 December 2025](https://knowledge.wizehub.co/en/article/release-notes-10-december-2025) [Synthesia video player - WizeHub Product Updates - November 2025](https://share.synthesia.io/embeds/videos/c279cc31-af38-406b-999a-4f21991bfed1) ### Product Updates - 27 November 2025 This product release includes: - an updated **Borrowing Calculator**. - Ability to favourite modules. - Ability to copy a **Growth Plan** for scenario planning. Read: [Release Notes - 27 November 2025](https://knowledge.wizehub.co/en/article/release-notes-27-november-2025) ### Product Updates - 13 November 2025 This product release includes: - Print to PDF: **FAB5** and **EBITDA** - updates to the side menu: - Modules under *Discover* and *Plan* reorganised to match a business owner planning journey. - **Firm Details** moved to *Settings*. - *Acquisitions* is now a standalone menu. Read: [Release Notes - 13 November 2025](https://knowledge.wizehub.co/en/article/release-notes-13-november-2025) ### Product Updates - 6 November 2025 This product release includes: - a standalone **Write Offs** plan. - the **Lead Pipeline** now includes a “Date Last Contacted” field and a fresh update to the Kanban board. - Administration Team and CFO users can update basic staff profile details. - minor updates to **Task Management** as well as the addition of a 'scroll to top’ button when editing records. Read: [Release Notes - 6 November 2025](https://knowledge.wizehub.co/en/article/release-notes-6-november-2025) [Synthesia video player - WizeHub Product Updates - October 2025](https://share.synthesia.io/embeds/videos/8217c354-de37-45f4-948b-ff1099927053) ### Product Updates - 30 October 2025 This product release includes: - **Fees Won & Lost** now includes the date fees won and date fees lost in the clients won & lost tabs. Users can also sort records by client name or date fees won or lost. - the ability to bulk update leads in the **Lead Pipeline**. Read: [Release Notes - 30 October 2025](https://knowledge.wizehub.co/en/article/release-notes-30-october-2025) ### Product Updates - 8 October 2025 This product release includes: - a major update to the Budget & Capacity plan. - leave entitlements have changed from weeks to days in **People**.  Read: [Release Notes - 8 October 2025](https://knowledge.wizehub.co/en/article/release-notes-8-october-2025) ### Product Updates - 2 October 2025 This product release includes: - the unveiling of Wizer AI - Your Always-On Mentor and Coach! - new enhancements to the **Bookkeeping Quote**. - the ability to bulk update client groups in the **Client Portfolio**. - lead lifecycles and reporting periods filters in the **Lead Pipeline**. - downloadable resources for **Merge & Acquisitions**. - minor updates to the **Lead Pipeline** proposal calculator, **Meetings**. Read: [Release Notes - 2 October 2025](https://knowledge.wizehub.co/en/article/release-notes-2-october-2025) [Synthesia video player - WizeHub Product Updates - September 2025](https://share.synthesia.io/embeds/videos/a6f66da0-a429-483a-a102-e4220d1ec574) ### Product Updates - 18 September 2025 This product release includes: - the ability to calculate revenue and income targets to meet the **Ideal Income** of various equity holdings. - the ability to favourite **Launch Pad Apps**. - a new ‘Assigned Tasks’ tab and the ability to see who assigned tasks in **Task Management**. - minor updates to the **Wize Blueprint**, **Scorecards**, and **Ideal Teams**. Read: [Release Notes - 18 September 2025](https://knowledge.wizehub.co/en/article/release-notes-18-september-2025) ### Product Updates - 4 September 2025 This product release includes: - a planning tool to layout your future **Ideal Teams**. - improved filtering to the donut charts in the **Lead Pipeline**: Results. - a salary calculator is available in the **People** profile (AU firms). - ability to add attachments to records in **Potential Acquisitions**. - ability to archive or delete **Potential Acquisitions**. Read: [Release Notes - 4 September 2025](https://knowledge.wizehub.co/en/article/release-notes-4-september-2025) [Synthesia video player - WizeHub Product Updates - 11 August to 25 August 2025](https://share.synthesia.io/embeds/videos/3adeb74a-a9ae-4e4e-961d-3b7983ecfeb4) ### Product Updates - 25 August 2025 This product release includes: - the leads in **Marketing Results** now integrates with the **Lead Pipeline**. - a new proposal calculator is available for prospects in the **Lead Pipeline**. - minor updates to **Freedom Map Projects**, **Lead Pipeline**, **Meetings**, **Manage Users**, and **Task Management**. Read: [Release Notes - 25 August 2025](https://knowledge.wizehub.co/en/article/release-notes-25-august-2025) ### Product Updates - 11 August 2025 This product release includes: - minor updates to **People** and meeting agendas in system preferences. Read: [Release Notes - 11 August 2025](https://knowledge.wizehub.co/en/article/release-notes-11-august-2025) [Synthesia video player - WizeHub Product Updates - 10 July to 24 July 2025](https://share.synthesia.io/embeds/videos/e65c6eb2-285c-4611-8405-6c892527e6c6) ### Product Updates - 24 July 2025 This product release includes: - a charge rate calculator is available in the **People** profile. - a team chart is available in each division in the **Team Structure** module. - deployment of master meeting agenda templates. - minor updates to the age of leads in the **Lead Pipeline**, freedom map projects, and user access to multiple tenants. Read: [Release Notes - 24 July 2025](https://knowledge.wizehub.co/en/article/release-notes-24-july-2025) ### Product Updates - 10 July 2025 This product release includes: - ability to sync **People** profile changes in the **Budget & Capacity** plan. - ability to collapse the **Budget & Capacity** plan to fit more content on the screen. - ability to set your own **FAB5** KPI benchmarks. - the **FAB5** Sales KPI will include opening balances of Fees Won & Lost in a new financial year. - users will now define the ‘Allocated Client Managers’ in the **Client Portfolio**. - minor updates include contextual information on the ideal team structure. Read: [Release Notes - 10 July 2025](https://knowledge.wizehub.co/en/article/release-notes-10-july-2025) [Synthesia video player - WizeHub Product Updates - 11 June 2025 to 26 June 2025](https://share.synthesia.io/embeds/videos/af49cc77-f9ed-40d2-9ef4-b236dd2e44c8) ### Product Updates - 26 June 2025 This product release includes: - auto-creation of FAB5 schedules. - minor updates to the business intelligence board, calendar view in EBITDA & FAB5 dashboard, lead action steps, search bar and same name plans. Read: [Release Notes - 26 June 2025](https://knowledge.wizehub.co/en/article/release-notes-26-june-2025) ### Product Updates - 20 June 2025 This product release includes: - a **Financial Year Rollover** automation. - CFO user roles now have access to the **Budget & Capacity** module. Read: [Release Notes - 20 June 2025](https://knowledge.wizehub.co/en/article/release-notes-20-june-2025) ### Product Updates - 11 June 2025 This product release includes: - the ability to archive client groups in the **Client Portfolio**. - a re-design of the **Meetings** module. - when copying meeting agendas to another meeting, archived meetings are now excluded from the dropdown list. - Administration Team and CFO user roles now have access to the **Activities & Delegation** module. Read: [Release Notes - 11 June 2025](https://knowledge.wizehub.co/en/article/release-notes-11-june-2025) [Synthesia video player - WizeHub Product Updates - 15 May 2025 to 28 May 2025](https://share.synthesia.io/embeds/videos/47e56c8e-587a-4bfe-ab46-dfa0cc3286fb) ### Product Updates - 28 May 2025 This product release includes: - minor updates to filters and sorting in **Activities & Delegation**. - hyperlinks added to meetings on the **Business Intelligence** and **Overview** dashboards. - a ‘Likely Division’ field added to the production team in preparation for a financial year rollover automation. Read: [Release Notes - 28 May 2025](https://knowledge.wizehub.co/en/article/release-notes-28-may-2025) ### Product Updates - 15 May 2025 This product release includes: - improved accuracy of team capacity calculations by making provision for direct expenses in the Team Summary in the **Budget & Capacity** plan. - new custom date range filter on the **EBITDA & Writes offs** plan and **FAB5** dashboard. - ability to transfer the leadership of a production team to a new Senior Client Manager. - Production Team user roles now have access to the **Activities & Delegation** module. Read: [Release Notes - 15 May 2025](https://knowledge.wizehub.co/en/article/release-notes-15-may-2025) [Synthesia video player - WizeHub Product Updates - 17 Apr 2025 to 1 May 2025](https://share.synthesia.io/embeds/videos/4e703955-a65c-4d17-8b91-b1172b1a3361) ### Product Updates - 1 May 2025 This product release includes: - ability to add a default team member to **Lead Action Steps**. - ability to drag and drop emails into a lead card in the **Lead Pipeline** and attachments in meeting agendas in **Meetings**. - interim update to task delegation in **Activities & Delegation**. - minor updates to the business intelligence board, meeting agendas, and production team chart. We have also added more contextual information in various fields. Read: [Release Notes - 1 May 2025](https://knowledge.wizehub.co/en/article/release-notes-1-may-2025) ### Product Updates - 17 April 2025 This product release includes: - expanded the variance analysis tab in **Fees** to provide more insight into billing and budget trends. - added the option to apply a growth percentage or growth value to the fee budget in the **Budget & Capacity** plan. - minor updates to **Policies & Procedures** and the **Lead Pipeline**. Read: [Release Notes - 17 April 2025](https://knowledge.wizehub.co/en/article/release-notes-17-april-2025) [Synthesia video player - WizeHub Product Updates - 20 Mar 2025 to 8 Apr 2025](https://share.synthesia.io/embeds/videos/64d2f7d5-fcf4-4761-9977-ba9062dfc872) ### Product Updates - 8 April 2025 This product release includes: - an improvement to the data entry flow in the **Fees Won & Lost** module.  Read: [Release Notes - 8 April 2025](https://knowledge.wizehub.co/en/article/release-notes-8-april-2025) ### Product Updates - 3 April 2025 This product release includes: - users will now define the ‘Allocated Client Managers’ in the **Lead Pipeline**. - the prompt to add ‘fees won’ when you win a client in the **Lead Pipeline** now appears when you edit the lead card or work with leads and prospects from the list view. - right-click on the view icon to open an item in a new chrome tab. Read: [Release Notes - 3 April 2025](https://knowledge.wizehub.co/en/article/release-notes-3-april-2025)  ### Product Updates - 20 March 2025 This product release includes: - the client conversion rate (Sales KPI) in the **FAB5** dashboard has been fixed. - the **Overview** dashboard for non-executive users has been updated to include meeting agenda to-dos - **Lead Pipeline** updates: - resolved issue with leads/clients assigned to Assistant Client Managers not appearing in **Fees Won & Lost**. - new filters and fields have been added to the Kanban board and list view. - new leads will now include lead action steps as a default. - the ability to set a default order for **Lead Action Steps** in system preferences. Read: [Release Notes - 20 March 2025](https://knowledge.wizehub.co/en/article/release-notes-20-march-2025) ### Product Updates - 3 March 2025 This product release includes: - the ability to delete teams from the **Budgets & Capacity** plan (and connected plans eg. Fees, Lockup etc). - the ability to link a user profile with an employee profile. This feature applies under **Manage Users** when a new user is added to the WizeHub before an employee profile is added in **People****.** - updates to **Meetings**: - permissions and visibility settings has been resolved. - the meeting objectives field has been expanded for firms who add detailed objectives. The expanded text field is available once the agenda has been added to the meeting. - improved meeting agenda minute taking. Users can now type minutes before they add them to the agenda. Previously, a user had to add a minute and click on edit before they could type the minute notes. - permissions have been expanded for various user roles. Read [Releases Notes - 3 March 2025](https://knowledge.wizehub.co/en/article/release-notes-3-march-2025) ### Product Updates - 20 February 2025 This product release includes: - an introduction to a **Business Intelligence** board for Executive users. - a recommended logo size for your firm logo. - a loan repayment calculator in the **Growth Plan.** - ability to add a user in **Manage Users** without adding them to People. - ability to add agenda items to a 'To do' list on the **Business Intelligence** board. - log support tickets in app via Support Centre > **Request Support**. - access the WizeHub Knowledge Centre in app via Support Centre > **WizeHub Knowledge Centre**. Read [Release Notes - 20 February 2025](https://knowledge.wizehub.co/en/article/release-notes-20-february-2025) ### Product Updates - 3 February 2025 This product release includes: - a minor update to **Activities & Delegation**. - ability to lock period dates in the **FAB5** dashboard and **EBITDA & Writes off** plan. - record number of follow ups in the **Lead Pipeline**. - lead notes now include the user who created and modified the notes. - redesign of **Lockup** plan. - ability to copy an agenda item to another **Meeting**. - section to add qualifications and notes in the **People** profile. - icon is displayed when attachments and links are added to **Policies & Procedures**. - a minor update to **Task Management**. - improved default filters for active and inactive records. - ability to set a default division and/or customise division names in the **Budget & Capacity** plan. Read [Release Notes - 3 February 2025](https://knowledge.wizehub.co/en/article/release-notes-3-february-2025)