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Primary Session Relative Workflow

Hot on the heels of releasing new contact importers and a new release notes page this past weekend, I’m proud to announce the immediate availability of one of our most requested features from T2. This was completed some time ago as part of Adrian’s large “workflow rework” project, but since that project is still ongoing, we thought it would be worth the time to stop and extract it so that you wouldn’t need to wait any longer to start using it.

Scheduling Work around the Primary Session

You might have noticed the Primary Session concept we released a couple weeks ago. The session marked as the Primary Session is special as any changes to the session’s start date will change the job date. Likewise, the job profile contains a few fields that let you easily change the primary session without having to pull up the full event editor.

With today’s release, you can now set tasks and events to be due before or after the primary session. Even better, and something that was missing in T2, these tasks and events will be updated if you later change the date of the primary session.

Here’s a quick example I put together to illustrate what this could look like:

As you can see, the tasks immediately before and after the Processing milestone are all based on the primary session date.

Thank you for your continued support and we appreciate all the feedback.