Unread markers!
as a team, we need to see any changes to a project…. apart from the notifications, we see NOTHING! Regardless of the notifications that are useless because of automation, we need to see where to go! Add a notification marker beside the folders or at least change the color so that we know there is something outstanding/new
Denis Dorigo 10 days ago
Unread markers!
as a team, we need to see any changes to a project…. apart from the notifications, we see NOTHING! Regardless of the notifications that are useless because of automation, we need to see where to go! Add a notification marker beside the folders or at least change the color so that we know there is something outstanding/new
Denis Dorigo 10 days ago
Priority changes on its own
I’ve noticed this bug a few times now - I’ll assign a task ‘Medium’ priority. But when I go back to the same task some time later it has been automatically changed to ‘High’.
Michel Nilsson 14 days ago
Priority changes on its own
I’ve noticed this bug a few times now - I’ll assign a task ‘Medium’ priority. But when I go back to the same task some time later it has been automatically changed to ‘High’.
Michel Nilsson 14 days ago
🗒️➜⏹️Creating a Task from Selected Text
When I select text, for example, in a description, it would be useful to be able to create a task from it without leaving the browser window. This function should perhaps be at a layer so that the newly created task can be completed without leaving the browser window. This would improve work comfort.
Jack S. 27 days ago
🗒️➜⏹️Creating a Task from Selected Text
When I select text, for example, in a description, it would be useful to be able to create a task from it without leaving the browser window. This function should perhaps be at a layer so that the newly created task can be completed without leaving the browser window. This would improve work comfort.
Jack S. 27 days ago
Collaboration between two systems: Upbase ↔️ Upbase
Have you considered something like this? There are two, three, or more companies that use Upbase (they have their own Upbase within their companies). However, it's a completely different own Workspace for each company. The idea is for these different companies to be able to work in their own Workspace while collaborating with other clients who also use Upbase. Switching between Workspaces won't work. This needs to be solved differently.
Jack S. 29 days ago
Collaboration between two systems: Upbase ↔️ Upbase
Have you considered something like this? There are two, three, or more companies that use Upbase (they have their own Upbase within their companies). However, it's a completely different own Workspace for each company. The idea is for these different companies to be able to work in their own Workspace while collaborating with other clients who also use Upbase. Switching between Workspaces won't work. This needs to be solved differently.
Jack S. 29 days ago
🤖AI: Clients
When you focus on customer service in Upbase right now … We collect various customer data: tasks, notes, comments, conversations, files about a given customer, etc. It would be good to use this data by AI-powered as part of working with and servicing customers. It's difficult to work without it in a world where we are inundated with information. It's also now standard to use AI to process such collected data in task management systems, CRMs, etc. (e.g., Taskade, Pipedrive, Raynet offer this in their cheapest plans). This data can be better utilized with AI support. So the tool becomes a helper. Responding to customer inquiries, summarizing collected data, creating offers in the context of already collected customer data, etc.
Jack S. 30 days ago
🤖AI: Clients
When you focus on customer service in Upbase right now … We collect various customer data: tasks, notes, comments, conversations, files about a given customer, etc. It would be good to use this data by AI-powered as part of working with and servicing customers. It's difficult to work without it in a world where we are inundated with information. It's also now standard to use AI to process such collected data in task management systems, CRMs, etc. (e.g., Taskade, Pipedrive, Raynet offer this in their cheapest plans). This data can be better utilized with AI support. So the tool becomes a helper. Responding to customer inquiries, summarizing collected data, creating offers in the context of already collected customer data, etc.
Jack S. 30 days ago
👥Clients Communication
It would be great to be able to 📨send to customer emails directly from the customer card in Clients. This would streamline workflow; you wouldn't have to switch to Gmail or another email program. Additional Issues: 📨Sending Emails It would be great if these emails ultimately originated from your own SMTP server, which could be connected to Upbase. Or at least you could connect your own domain to it, just like mailing systems do. You add the appropriate configuration in your DNS and SPF, authorizing Upbase to send emails on your behalf, using your domain or a dedicated subdomain. 📥Receiving Emails It would be great if, when replying to a RE, the customer also forwarded the email to Upbase. This way, you wouldn't have to track it in your email program. I know, this would require integration with, for example, Gmail or IMAP. But initially, the response could go directly to Upbase.
Jack S. 30 days ago
👥Clients Communication
It would be great to be able to 📨send to customer emails directly from the customer card in Clients. This would streamline workflow; you wouldn't have to switch to Gmail or another email program. Additional Issues: 📨Sending Emails It would be great if these emails ultimately originated from your own SMTP server, which could be connected to Upbase. Or at least you could connect your own domain to it, just like mailing systems do. You add the appropriate configuration in your DNS and SPF, authorizing Upbase to send emails on your behalf, using your domain or a dedicated subdomain. 📥Receiving Emails It would be great if, when replying to a RE, the customer also forwarded the email to Upbase. This way, you wouldn't have to track it in your email program. I know, this would require integration with, for example, Gmail or IMAP. But initially, the response could go directly to Upbase.
Jack S. 30 days ago
Same bug year later
Support over this bug has been weak. Tried explaining that the chat box sometimes glitches I don’t know if it’s because something is blocking the send blue button but occasionally after writing big messages you can send them on IOS. Not great for a team based App. Flagged it many times no fix
Taz Aldeek About 1 month ago
Same bug year later
Support over this bug has been weak. Tried explaining that the chat box sometimes glitches I don’t know if it’s because something is blocking the send blue button but occasionally after writing big messages you can send them on IOS. Not great for a team based App. Flagged it many times no fix
Taz Aldeek About 1 month ago
Open
Pinned tasks
Possibiilty to pin essential tasks to the top of any list, ensuring they remain immediately visible, and enabling better focus on key, daily priorities. (similar to the feature available in Tick Tick)
Aitor Ferran About 1 month ago
Open
Pinned tasks
Possibiilty to pin essential tasks to the top of any list, ensuring they remain immediately visible, and enabling better focus on key, daily priorities. (similar to the feature available in Tick Tick)
Aitor Ferran About 1 month ago
Open
👥Clients visible in the Kanban view
Could you add improvement for Clients? 📚Kanban view When I move a contact in the Kanban view, the Tag assigned to it changes. This could be adapted directly to "MiniCRM" I would create 🎫Tags that would move the client as it is being handled: . Tags - Example 1 ◾New / New Leads ◾Qualification / Contact ◾Proposal / Offer ◾Negotiations ◾Closed / Won ◾Lost / Archive . Tags - Example 2 ◾Backlog / Ready to Start ◾Needs Assessment ◾Quoting ◾Feedback / In Decision ◾Implementation ◾Done
Jack S. About 1 month ago
Open
👥Clients visible in the Kanban view
Could you add improvement for Clients? 📚Kanban view When I move a contact in the Kanban view, the Tag assigned to it changes. This could be adapted directly to "MiniCRM" I would create 🎫Tags that would move the client as it is being handled: . Tags - Example 1 ◾New / New Leads ◾Qualification / Contact ◾Proposal / Offer ◾Negotiations ◾Closed / Won ◾Lost / Archive . Tags - Example 2 ◾Backlog / Ready to Start ◾Needs Assessment ◾Quoting ◾Feedback / In Decision ◾Implementation ◾Done
Jack S. About 1 month ago
Open
I can change the name of the title of a task and it's not reflected when I view this on my iphone. It keeps the original title. Too often, I need to close this app and re-open it so that it properly refreshes. Thank you.
David Nelson About 1 month ago
Open
I can change the name of the title of a task and it's not reflected when I view this on my iphone. It keeps the original title. Too often, I need to close this app and re-open it so that it properly refreshes. Thank you.
David Nelson About 1 month ago
Open
I am constantly re-sorting because the sorting never stays in tact. Whatever sorting I decide to use, include multi, this needs to be saved forever unless or until changed. Thank you.
David Nelson About 1 month ago
Open
I am constantly re-sorting because the sorting never stays in tact. Whatever sorting I decide to use, include multi, this needs to be saved forever unless or until changed. Thank you.
David Nelson About 1 month ago
Open
In the mobile app (ios if that matters) if you have the view where you can slide to the right to see different views like today and tomorrow, from these views there is no way to add a new task. I thought this would have naturally gotten fixed but it's been months. Hoping to have that functionality back.Thank you.
David Nelson About 1 month ago
Open
In the mobile app (ios if that matters) if you have the view where you can slide to the right to see different views like today and tomorrow, from these views there is no way to add a new task. I thought this would have naturally gotten fixed but it's been months. Hoping to have that functionality back.Thank you.
David Nelson About 1 month ago
Open
Enter should submit the comment, SHIFT+ENTER new line
All the other big task management tools have it this way. It is muscle memory to do it this way. Same thing on a spreadsheet even
Corinne Blagg About 1 month ago
Open
Enter should submit the comment, SHIFT+ENTER new line
All the other big task management tools have it this way. It is muscle memory to do it this way. Same thing on a spreadsheet even
Corinne Blagg About 1 month ago
Open
Request for a comprehensive UX refresh to align with 2026 software standards
I would like to ask for a comprehensive UX refresh of the system to align with contemporary software design standards as of 2026. The goal is to deliver a modern, consistent, accessible, and highly usable experience across all modules and platforms (web and mobile).
Roni Cohen About 1 month ago
Open
Request for a comprehensive UX refresh to align with 2026 software standards
I would like to ask for a comprehensive UX refresh of the system to align with contemporary software design standards as of 2026. The goal is to deliver a modern, consistent, accessible, and highly usable experience across all modules and platforms (web and mobile).
Roni Cohen About 1 month ago
Open
Share a task board, doc: "Get Upbase Free"
It would be nice to have the option to disable the "Get Upbase Free" message on boards and documents. I know you want to promote Upbase more, but give people the option to disable this message as well. Then, some people will leave it on (you can leave it on by default), while others might find it annoying and turn it off. This can be especially important if they're posting a document or roadmap and don't want anyone to be distracted and leave the site. 🤔 And especially if they've paid for Upbase. Unless you make it mandatory for someone who has the free version of Upbase.
Jack S. About 2 months ago
Open
Share a task board, doc: "Get Upbase Free"
It would be nice to have the option to disable the "Get Upbase Free" message on boards and documents. I know you want to promote Upbase more, but give people the option to disable this message as well. Then, some people will leave it on (you can leave it on by default), while others might find it annoying and turn it off. This can be especially important if they're posting a document or roadmap and don't want anyone to be distracted and leave the site. 🤔 And especially if they've paid for Upbase. Unless you make it mandatory for someone who has the free version of Upbase.
Jack S. About 2 months ago
Open
Add Notes to Left Navigation Panel
Current Behavior: Upbase offers two note-taking experiences within a Base: Notepad A general, single-page scratchpad accessible via the upper-right Actions Menu (alongside New Task, New Doc, New Link) Daily/Weekly Notes—Time-based, structured note entries with a convoluted access path (see below) The Problem: Accessing Daily/Weekly Notes is Unreasonably Difficult To view your Daily or Weekly Notes, the current workflow requires: Navigate to the Schedule Module Click into Weekly or Daily view *(not intuitive—these views are calendar-focused, not note-focused) Locate a tiny "Show All Notes" icon to finally view your notes This is a buried, multi-step process for a feature that should be instantly accessible. Notes are, by nature, quick-capture tools. The current UX undermines their purpose entirely. Requested Enhancement: Add a "Notes" item to the Left Navigation Panel, alongside the existing primary navigation items (Schedule View, Clients, Spotlight, My Tasks, Reports, Chat). Provides: Direct access to Daily & Weekly Notes A consolidated "All Notes" view Ability to create a new note directly from this section Expected Benefit: This change transforms a frustrating, hidden feature into an intuitive Upbase experience—matching how users naturally expect to interact with notes.
Angela A. About 2 months ago
Open
Add Notes to Left Navigation Panel
Current Behavior: Upbase offers two note-taking experiences within a Base: Notepad A general, single-page scratchpad accessible via the upper-right Actions Menu (alongside New Task, New Doc, New Link) Daily/Weekly Notes—Time-based, structured note entries with a convoluted access path (see below) The Problem: Accessing Daily/Weekly Notes is Unreasonably Difficult To view your Daily or Weekly Notes, the current workflow requires: Navigate to the Schedule Module Click into Weekly or Daily view *(not intuitive—these views are calendar-focused, not note-focused) Locate a tiny "Show All Notes" icon to finally view your notes This is a buried, multi-step process for a feature that should be instantly accessible. Notes are, by nature, quick-capture tools. The current UX undermines their purpose entirely. Requested Enhancement: Add a "Notes" item to the Left Navigation Panel, alongside the existing primary navigation items (Schedule View, Clients, Spotlight, My Tasks, Reports, Chat). Provides: Direct access to Daily & Weekly Notes A consolidated "All Notes" view Ability to create a new note directly from this section Expected Benefit: This change transforms a frustrating, hidden feature into an intuitive Upbase experience—matching how users naturally expect to interact with notes.
Angela A. About 2 months ago
Open
Expanded Embed Functionality in Docs
Current Behavior: The embed feature in Upbase Docs currently only accepts URL links. When a link is provided, Upbase generates the embed preview automatically. Requested Enhancement: Allow users to paste custom iframe code (or HTML embed snippets) directly into Docs, in addition to the existing link-based embed option. Use Case / Justification: Many third-party applications provide embed functionality via iframe code rather than simple URLs. Examples include: Interactive dashboards (e.g., Zoho Analytics, Tableau, Google Data Studio) Custom internal tools and widgets Form builders (e.g., Zoho Forms, Typeform) Calendars, booking tools, and scheduling widgets Video players with custom parameters App-specific embeds that don't resolve from a plain URL Currently, there is no way to leverage these iframe-based embeds within Upbase Docs, limiting integration flexibility with external tools. Proposed Solution: Add an option within the embed feature that allows users to: Paste raw
Angela A. About 2 months ago
Open
Expanded Embed Functionality in Docs
Current Behavior: The embed feature in Upbase Docs currently only accepts URL links. When a link is provided, Upbase generates the embed preview automatically. Requested Enhancement: Allow users to paste custom iframe code (or HTML embed snippets) directly into Docs, in addition to the existing link-based embed option. Use Case / Justification: Many third-party applications provide embed functionality via iframe code rather than simple URLs. Examples include: Interactive dashboards (e.g., Zoho Analytics, Tableau, Google Data Studio) Custom internal tools and widgets Form builders (e.g., Zoho Forms, Typeform) Calendars, booking tools, and scheduling widgets Video players with custom parameters App-specific embeds that don't resolve from a plain URL Currently, there is no way to leverage these iframe-based embeds within Upbase Docs, limiting integration flexibility with external tools. Proposed Solution: Add an option within the embed feature that allows users to: Paste raw
Angela A. About 2 months ago
Open
URGENT Clients Request Web Audio Player for Docs, Files, Tasks etc
Very urgent request to the Upbase Team, My Clients are in desperate need of native Audio Playback in Upbase Web. It's been very limiting and counterintuitive to download an uploaded audio file just to listen to playback. Attached to this message I have a screenshot of what an audio player in Upbase could look like. For the example provided, I had to find an HTML 5 iFrame widget audio player and embed to Docs but this is absolutely not the way it should be done user-end side, it's just for demonstration purposes. I've even used the Upbase Color Hex to match the Upbase branding color with the audio player's waveform accent color. Please consider my request Urgent. It has unfortunately caused many problems with my clients. and work. I have tried contacting and reaching out about this for well over a year. This would also be perfect to coincide with the new Clients Management features. Clients must be able to upload and access audio files natively in Upbase. FLAC, WAV, MP3, etc, audio files need to be supported. Thank you for taking the time to hear my request, I hope to hear from anyone in the Upbase Team.
L O 2 months ago
Open
URGENT Clients Request Web Audio Player for Docs, Files, Tasks etc
Very urgent request to the Upbase Team, My Clients are in desperate need of native Audio Playback in Upbase Web. It's been very limiting and counterintuitive to download an uploaded audio file just to listen to playback. Attached to this message I have a screenshot of what an audio player in Upbase could look like. For the example provided, I had to find an HTML 5 iFrame widget audio player and embed to Docs but this is absolutely not the way it should be done user-end side, it's just for demonstration purposes. I've even used the Upbase Color Hex to match the Upbase branding color with the audio player's waveform accent color. Please consider my request Urgent. It has unfortunately caused many problems with my clients. and work. I have tried contacting and reaching out about this for well over a year. This would also be perfect to coincide with the new Clients Management features. Clients must be able to upload and access audio files natively in Upbase. FLAC, WAV, MP3, etc, audio files need to be supported. Thank you for taking the time to hear my request, I hope to hear from anyone in the Upbase Team.
L O 2 months ago