Move delivery work like you would move a real object.
Delivery and the initiative schedule now share one timeline you can drag, the initiative board and the roadmap answer a pointer and a keyboard the same way, and a decision on an initiative can be edited where it was made.
What changed
- Drag work on one timeline shared by Delivery and the initiative schedule
- Move a card on the initiative board and the roadmap with a pointer or a keyboard
- Open customer evidence on an Account and turn it into the next piece of work
- Add team members who can own work without a login, and convert them to an account later
- Plan live interviews inside a Study, with duration estimates and pending findings
- Edit an initiative decision, with its scope and effort, where the decision was made
One timeline, and a board you can drive from the keyboard
Delivery's timeline and the initiative schedule are now the same primitive, so a bar means the same thing and behaves the same way in both. The initiative board and the roadmap moved onto one shared board behaviour: dragging feels like handling an object rather than a proxy for it, and the same move is available from the keyboard, one press per column. Other boards keep their existing behaviour for now.
- One schedule to learn instead of one per screen
- A card can be moved without a mouse
Evidence where the account lives
An Account now carries its own Evidence tab, and each piece of evidence can be turned into the next Idea or Opportunity from there. A People row can be resolved where it is read, and Zentrik will not suggest a Person their own Account.
Plan the interviews, not just the study
Live interview planning moved into the Study itself: see pending findings, share the estimated interview duration, and use an optional group Pulse link without losing the individual interviews behind it.
More in this release
Delivery and planning
Schedules and boards moved onto shared foundations.
- Use the same timeline controls in Delivery and the initiative schedule
- Timeline labels remain readable across screen widths and themes
- The initiative board and the roadmap share one drag behaviour, by pointer and by keyboard
- Cards cannot be dropped into the column for unavailable statuses
- Configure delivery roles, including which role's work must finish before another role's generated tasks
- Editable initiative decisions, with scope and effort review
- Add team members who can own and be planned into work without a login, and convert them to a real account later without losing their history
Discovery and accounts
- Account Evidence tab, with Turn into actions on each piece of evidence
- Signal and Insight Evidence share one header filter row
- Discovery Overview activity fits the available screen width
- A People row can be resolved where it is read, for a whole page at a time
- Zentrik no longer suggests a Person their own Account, and reports what an action actually did
- Objectives are ranked by what changed rather than by what is missing
Studies and interviews
- Live interview planning inside a Study
- Pending interview findings, with a shared AI interview duration estimate
- Optional group Pulse links that preserve the individual interviews behind them
- Study feedback participant identity is available through existing API and MCP grants
Agents, API and imports
- Discovery search retrieves results with fewer requests
- An empty filtered list explains what narrowed it instead of returning a bare not-found
- Zendesk imports wait out the provider's rate limit instead of failing tickets
- Opening a dialog or sheet moves focus into it, so Tab stays inside the panel instead of walking the page behind it
- A page of table rows arrives together, and typing in search no longer restaggers them
- Streamed chat text is revealed a word at a time rather than a glyph at a time, and a run says what it is doing once