Managemate Workspace Release Notes

In the Activities Table, the Today, This Week, This Month and Period filters now consider any period that falls between an activity's start and end dates. For example, if today is October 1, an activity running from August 15 to December 1 now shows under This Week and This Month.

In the Upcoming section of the Activities List, the 7 days, 30 days, 60 days and Period filters now also consider the start date. For example, if today is October 1, an activity that started September 20 and ends November 15 now appears under the next 7 days, since it's already in progress.

Activities with only an end date, and unscheduled activities, behave exactly as before.

For each notification (Mentions, Daily Digest, Weekly Digest, Daily Agenda, Portfolio Overview, Invoice Requests, Invoice Status Change, Assignee Changes, Financial Statement Change, and Service Request Entry) you choose which channels are on: Email, In-app, and Push, laid out the same way as in the user profile.

Channels that don't apply to a notification, such as In-app and Push for the email-only digests, are omitted.

Hover the info icon next to a notification to see what it covers.

Users can still adjust their own notifications in User Profile > Notifications.

Changing a role's defaults later applies to users created from that point on. Existing users keep their current settings.

New users are now created active and start receiving notifications right away, based on their role's defaults.

They can be @mentioned in notes, receive shared records, and be assigned activities from the moment the account is created.

Instead of an invitation, the new user receives an email confirming their Managemate account is ready, with steps to set their password.

Users invited before this release who have not yet accepted still need to accept their original invitation.

Activities and projects starting, due, or ending today carry a clear label such as Starts, Due, or Ends, including the time of day when one is set. An item that starts and finishes the same day appears once.

Invoices due today show their amount, vendor, plus the approval status when approval is required, and contracts expiring or renewing today are listed separately.

A new Needs Attention section shows overdue activities and projects, unscheduled activities with no status update in the last 14 days, and active contracts that have expired.

Each condo appears as a card with counts of what is Due Today and Starting Today, covering activities, projects, invoices, and contracts.

Overdue activities and projects, unscheduled activities with no recent status update, and expired active contracts are counted per condo so you can see where attention is needed.

Condos with nothing to report are left out, and the subject line tells you the total number of items across your properties before you open the email.

Activity Updates are grouped into To Do, Overdue, and Completed, with status updates shown directly under the activity they belong to, matching the Weekly Digest layout.

Notes posted on activities, projects, documents, vendors, and invoices appear under the item they belong to, showing who wrote them and when, with a count of any additional notes from the day.

Reminders section collects projects that became overdue and contracts that expired or renewed

A NEW badge marks anything created in the last 24 hours.

Typing @ now shows everyone you can mention in that condo's workspace.

Mentioned users are still notified based on their notification preferences.

The issue mainly affected iPads and older browsers on Windows. If you still see it, email [email protected] and we'll look at it right away.

Status updates now appear directly under the activity they belong to, showing who wrote the update and when, with a link to view the full update in Managemate. No more separate status update list to cross-reference.

A NEW badge highlights activities, updates, and documents (Certificates and Financial Statements) created in the past 7 days, so you can immediately spot what changed this week.

A new Reminders section collects items that need attention: overdue projects and contracts that expired or renewed in the past week.

Completed projects have their own section, keeping finished work separate from ongoing activity.

When pasting text that includes embedded images (like an email), the images are now automatically excluded, only the text and formatting come through, keeping updates clean and consistent.

Pasting a standalone image on its own still works as before and uploads normally.

Fixed an issue where pasting the same content twice in a row (e.g., after clearing the field) would sometimes fail to register the update.

When you mark an activity as Completed, it will now automatically be removed from its Management Report section and added to the Completed section of the report.

If you accidentally mark an activity as Completed and need to revert it back to To Do, the application will remember and automatically restore the activity to its original Management Report section.

If you need a completed activity to appear under a specific section rather than just the general "Completed" section, you can manually add it to any section.

Automatically notify board directors via email, in-app, and push notifications whenever a new Financial Statement document is created in Managemate.

Keep directors in the loop automatically when new files are added to an existing Financial Statement document.

Automatically report to boards and internal management teams all updates made to service requests.

Track progress and share updates on service requests in Managemate, while continuing to give residents full access to their service request system in the community portal.

Keep your team in the loop with automatic email, in-app, and push notifications whenever a service request activity is created or updated.

Automatically include service request progress in management report so directors are always informed.

You can review the list of certificates directly within the Management Report tab on the Activities page. The new section automatically displays all documents classified as "Certificates" where the document date falls within your selected reporting period.

You have full control over visibility. Simply click the Settings gear icon in the Management Report view and toggle "Certificates" on or off to include or remove it from your Live and PDF Management Report.

Larger Clickable Area: You no longer need to click exactly on the file name to open a document. You can now click anywhere on the entire file card to instantly launch the file preview.

Hover Highlight: File cards now highlight when you hover over them, providing clear visual feedback that the card is interactive.

Better Readability: We have updated the file name text color from gray to black. This improves visual contrast, allowing you to scan and read file names much more quickly.

New File Icons: A dedicated file icon has been added directly next to each file name to help you instantly identify your files at a glance.

General Document: The default setting for all new documents. These are created automatically when you send an email to the system without adding a specific +alias to the email address.

Issues: Used for documents that contain pictures or information found during property inspections. Please note that this document type must be logged manually and cannot be created automatically via email.

Certificates: Used for status certificates, PICs, and ICUs. These can be captured automatically via email using the +certificates alias and will automatically surface in a dedicated section in the weekly digest.

Financial Statements: Used for any set of financial statements. These can be captured automatically via email using the +financialstatements alias and will also appear in the weekly digest.

Optional Assignees: You are no longer required to select an assignee for Task activity types. Similarly, you do not need to select an organizer for Event activity types. This allows you to continue capturing activities in Managemate even if you haven't decided who will execute them yet.

Tasks Without Due Dates: You can now create Tasks without a defined due date. This gives you the freedom to log tasks that need to be done eventually, without locking them in to a specific timeframe. You can easily keep track of your unscheduled work on the Activities page. You can filter for "Unscheduled" activities on the Table and List tabs.

New "Unscheduled" Calendar Tab: To help you manage and eventually schedule these flexible activities, we have added a new Unscheduled tab in the panel that opens when you click the calendar icon on all pages.

You can now mark an activity as "Complete" directly while logging an update, saving you extra clicks.

When marking an activity as complete, a new prompt allows you to specify the exact completion date. You can quickly select Today, the Due Date, or choose a Custom Date from the calendar. You can also change the specific Management Report section for an activity right at the moment you mark it as complete.

You no longer need to click "View All Updates" to get the context you need. The Management Report now displays the entire text of an activity's latest update by default. We have also added a gray background to activity status updates within the virtual Management Report to create better visual separation and make reading easier.

You now have the flexibility to remove an activity from the "Completed" section of the Management Report while still keeping the activity itself marked as completed. This can be managed directly from the activity popup or within the report sections.

When viewing linked activities in the recently created documents card in the Dashboard, you can now immediately see which Management Report section those activities belong to, providing better context at a glance.

You can set a specific start and end date (e.g., Feb 1 - Feb 7) for your completed activities using the new "Reporting Period" selector.

The dates you choose are automatically saved. You can navigate away and return without having to re-apply your filters.

When you generate your Management Report PDF, the system will now automatically load your saved reporting period. The Completed section in your PDF Management Report will match the Completed section you see on screen.

Where to find it: Navigate to the Activities page > Management Report tab.

How it works: This new section automatically lists all contracts marked as active. To add or remove a contract, go to the vendor's page and toggle the contract status to "Active = yes" or "Active = no".

Customizing your view: If you prefer not to see this section, in the Management Report tab in the Activities page, click the Settings button next to the filters and uncheck "show Active Vendor Contracts." Hiding this section will also remove it from your exported Management Report PDFs.

Visibility: You will now see the total number of activities linked to each document. This is visible in both the "Recently Created Documents" section on the Dashboard and the main list on the Documents page.

Quick Actions: Clicking on the "[x] linked activities" text opens a detailed view where you can directly manage each activity. Available actions include:

Adding New Activities: At the top of the linked activities list, the "Add" button allows you to create or select an existing one and link it to the document. From here, you can also log a status update and trigger an instant email notification about the update.

For documents with zero linked activities, the option "Add activity or log update" will appear. This will allow to create or select and existing activity to link to the document.

Planning - The planning stage is intended to be used for projects that are currently in sight and being actively planned. Your team may be engaging with a reserve fund engineer to conduct a condition assessment, or you may be considering whether you should get some quotes to get started with the work.

In-Progress - The in-progress stage is intended to be used when work on the project is actively underway. This includes actively working with engineers, project managers, trades, staff or residents to prepare for the project start date or while the project work is being undertaken.

Completed - The completed stage is used when the project has been completed, for example, when no further work is being performed on the project.

Not Active (formerly "Inactive") - The not active stage is meant to be used for projects that are on your radar or have been discussed, but that your management team and board have decided doesn't require any attention or work at the moment. A project that is in a not active stage will still appear in your condo's calendar in Managemate and in other places in Managemate with other activities (e.g., in digest emails). This stage is useful to use to reduce the number of "open" projects so that users don't get overwhelmed with having too many projects to keep track of.

Cancelled (NEW!) - The cancelled stage is intended to let you preserve history for projects that your board and/or management team decided to not proceed with. Instead of deleting a project, you can preserve the information you've saved in the project by using the cancelled stage. This keeps your work history while indicating the work isn't moving forward.

Bold text and highlight important details with custom background colors to make your updates pop.

Organize your thoughts clearly using both ordered (numbered) and unordered (bulleted) lists.

Copy and paste images directly within your status update.