Clientcee CRMC
Clientcee CRM

v1.8.3 to v1.8.7 (May 29, 2026) Task approvals, shareable project views and smarter project settings

Pritam Das
Pritam DasFounder

A big update for running projects with your team and keeping clients in the loop.

Task approvals:

- Turn on "Task Needs Approval" for a project, and tasks marked Done by employees go to admins for review instead of closing straight away

- Admins can approve a task, or send it back with a reason, which returns it to In Progress

- Everyone involved gets notified in the app and by email: admins when a task needs review, and the assignee when it's approved or sent back (with the reason)

Notifications for everyone:

- The notification bell now works for admins, employees and clients, not just a few roles

Share project progress:

- Turn on a public Gantt chart or public task board for any project and share a read-only link with stakeholders, no login needed

- Copy the links straight from the project's action menu

- Turning a public view off disables its link immediately

Keep clients in the loop:

- Turn on "Send Task Notification to Client" and your client is notified whenever a task is created or completed on their project

Miro whiteboards:

- Link a Miro board to a project and view it in a new Whiteboard tab, right inside ClientCee

Manual time logs:

- Turn off "Allow Manual Time Logs" on a project to stop manual time entries, and the Log Time button is replaced with a clear locked message

Pin and archive projects:

- Pin up to 5 projects to keep them at the top of your Projects list, marked with a pin icon

- Archive finished projects to hide them from your list, and bring them back anytime with the "Show archived" toggle

Client Portal:

- Clients now get a detailed project page with progress, a timeline, tasks, milestones, project invoices and shared documents

- Each task has its own detail page showing status, priority, dates, time progress, sub tasks and recent time logs

- Calendar filters now use branded date pickers and dropdowns

shipped

Pritam Das
Published by Pritam Das