Release Date: October 30, 2026
Summary
The October 2026 release helps managers and teams stay on top of shared work. The Activity Tracker can now show several people's activities on one board, so reviewing a team's week no longer means switching between users. Workflows gain more control: you can cancel a workflow that is no longer needed, and template tasks can go to a shared queue user. The Timeline grid view also lets you expand long lists of upcoming and overdue activities.
New Features
Activity Tracker: view multiple users at once
Edition: All Editions
Area: Web
What's new
You can now select more than one person in the Activity Tracker's Owners drop-down and see their completed, current, and upcoming activities together on one board. Each card shows the owner's avatar next to the activity type icon, so you can tell whose activity it is at a glance.
Why it matters
Reviewing a team's week takes one view instead of one view per person. Overdue items, light schedules, and clustered appointments stand out sooner, and one-on-ones, pipeline reviews, and weekly meetings can start from the whole team's activity.
How it works
1. Open Activity Tracker under Reporting.
2. Click the Owners drop-down. Each user now has a checkbox. Use the search box to find users quickly, or select Check All to include everyone in the list.
3. Select the users you want to view. With one user selected, the drop-down shows that user's name. With several, it shows how many are selected, for example "2 items selected".
4. The board updates to show activities and interactions for all selected users.
Select several owners to see their activities for last week, this week, and next week on one board
Workflows: cancel an active workflow
Edition: Financial Services Edition +, Business+
Area: Web
What's new
You can now cancel a workflow that is already in progress. Each workflow instance on the Workflows page has a Cancel Workflow button (trash can icon) at the end of its row. Cancelling deletes the workflow instance and its incomplete tasks. Completed tasks stay in the record's timeline.
Why it matters
When a client changes course partway through onboarding or calls off a review, the workflow no longer lingers as Behind schedule or leaves unneeded tasks on your list. Cancelled workflows drop out of the Active Workflows and Behind schedule totals, so those numbers reflect work that is actually happening.
How it works
1. In the Workflows module, go to the Workflows tab.
2. Find the workflow instance you want to cancel. Use the Entity and Workflow filters to narrow the list.
3. Click the Cancel Workflow (trash can) icon at the end of the row. The button is available whether Only the active tasks or stages is on or off.
4. Confirm the cancellation.
Note: Cancelling a workflow can't be undone. If you need it again later, start a new instance from the record.
The Cancel Workflow button appears at the end of each workflow row
Workflow templates: assign tasks to disabled users
Edition: Financial Services Edition +, Business+
Area: Web
What's new
Tasks in workflow templates can now be assigned to disabled users. When disabled users are turned on in your Personal Preferences, they appear in the Assigned To list when you add or modify a task in a workflow template.
Why it matters
Many teams use a disabled user, such as "Instance Support", as a shared queue whose tasks are visible to a security group. Workflows can now send tasks straight to that queue, so work reaches the right team automatically, the load is shared, and tasks keep moving when one person is away.
How it works
1. Open Personal Preferences.
2. Under Display users by groups, select the Disabled users checkbox, then click Save.
3. Open a workflow template and add or modify a task.
4. In the Assigned To list, select the disabled user you want, for example Instance Support.
When the workflow runs, the task is assigned to that user, and team members with access through the associated security group can pick it up and complete it.
Improvements
Timeline: Show More in grid view
Edition: All Editions
Area: Web
What has changed
The Timeline grid view now has a Show More button at the bottom of the Upcoming and Overdue sections when more than 10 future activities are listed. Click it to expand the section and see every item.
Why it matters
You can see a record's full list of upcoming and overdue activities in whichever Timeline view you prefer.
Show More expands the list of upcoming activities in the Timeline grid view
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