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Basil Release Notes (2026)

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March 20th Release

March 6th Release

February 20th Release 

February 13th Release 

February 6th Release 

January 23rd Release 

January 9th Release 

March 20th, 2026 Release Updates:

  • Signatures Rework: Additional features have been added when Initiating Signatures, such as bulk assigning, required/optional fields toggle, and control over font sizes.
  • Project Templates Bulk Edit: When applying Project Templates, users can use bulk edit to edit multiple values at once for the nested tasks, such as assigning multiple tasks to one user.
  • Signup Page for Clients Simplification: Made optional fields hidden when primary users and client users sign up for Basil.
  • Tasks Placard and List View Filters: Made changes such as Task View now being a sticky field.
  • Edit Status for Unowned Tasks: Users can now change the status of tasks that they do not own.
  • Forms Email Message: Users can now add a message to the client which will be viewable from the email they receive.
  • Forms Freeform Text Field: A multiline Label element has been added when building a form which allows the user to add an instructions or freeform text field.
  • Email Improvements: Made performance, navigation, and visual improvements in the Email tab. Also improved flexibility of creating tasks through emails.
  • Files Email Link Special Characters: The following characters can now be used when typing a message for Email Upload/Download Links for files: ! ( ) [ ] * @ 

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March 6th, 2026 Release Updates:

  • Project Templates Rework: Changed how Project Templates are created, reducing the steps taken and simplifying the process.
  • CRM UI Change: Moved the CRM button within the People tab, added "Summary" and "Detailed" tables for both CRM and Clients.
  • Add Simple Client: Users have an option to have less fields required when adding new Clients by selecting Simple vs Advanced Client.
  • Bulk Client Invite: Users can use the CRM to view to identify clients who have not yet joined Basil and then send or resent invitations from there.
  • Add Task Action for Files: Users can create a Review or Download File Task for files by clicking the three-dot Actions button.
  • Chat Notifications Frequency Enhancements: The frequency of email notifications sent to users with unread messages can be further adjusted, adding the option to select number of days or hours.
  • People List View Display Improvements: The People tab list view will now better extend to the bottom of the browser tab, ideal for users with larger monitors.
  • Files Configure UI Changes: Made minor visual changes to the Root Workspace and Folder Template UI.
  • Folder Modified Date Adjustment: When viewing folders in the Files tab, the Date Modified column will now properly reflect when the folder's contents are edited.
  • File Lock Icon Change: The Locked By column for Zoho-editable documents and spreadsheets now only shows the lock icon when the file is locked.

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February 20th, 2026 Release Updates:

  • New Report: "Recent Uploads" Report has been added as a default report.

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February 13th, 2026 Release Updates:

  • Mobile Downloads: Users using Basil on mobile devices can now download files to their local devices from Basil.
  • Send URLs in Chat: Users can type or paste website URLs in Basil chatrooms and they will now convert to clickable hyperlinks.
  • Titles in Chats: Users can now add Titles for all chatrooms to aid in labeling and searchability.
  • White Label Improvements: Visual improvements to custom logos when shown in the Basil UI and emails.
  • Download Link File Total Improvements: After opening a "Download Files" link from an email, the recipient will be able to better see the total number of files available to be downloaded.
  • Project Repetition Recur On Start Date: When creating or editing a project with a repetition, user now has the option to make future occurrences occur based on the project's start date rather than the launch date.
  • Zoho Unsaved Changes Warning: User will now be warned before closing an editable file (such as .xlsx or .docx) in the Zoho editor if the changes have not been saved.
  • XLS File Type in Zoho: Account Owners and Team Members can now edit .xls file types through the Zoho online editor.
  • Improved Mention Notifications: When using the @ character to mention a team member in a client's note or task's comment, they will now receive both in-app and email notifications with a link to the Note or Task.
  • Assign Project Tasks to User: When adding Tasks to a Project, users can click ‘Retain assignees for next task’ to simplify assigning multiple Tasks to one user.
  • Basil Drive 64-Bit Version: A new 64-bit version of Basil Drive is available.

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February 6th, 2026 Release Updates:

  • Further Updates to Sticky Filters: Using filters in several more views (Forms, Reports, Invoicing, Email, Chat, Tasks List view) will retain their selection when navigating to other areas of Basil.
  • Alphabetized Task Type List in Task Filters: When using Filters on the "Task" column in the List and Spreadsheet views of the Tasks tab, the list of available Task Types will be alphabetized for better browsing.
  • Recent Uploads Columns: Additional columns are added to the Recent Uploads list in the Home and Quick Actions view.

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January 23rd, 2026 Release Updates:

 

  • Open PDF in New tab: When viewing files in folders, users can open a PDF file in a separate tab.
  • View Document Outline: When viewing a PDF, user can toggle to view Document Outline on the left panel, providing compatibility for PDF file Bookmarks.

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January 9th, 2026 Release Updates:

  • Due Date Tracker: Users can see an indicator in the People tab for Clients with Tasks approaching Due Dates.
  • Added Filters: Added more columns to be filterable in the People, Files, Signature, Invoice, and Timesheet tabs.
  • "Sticky" Filters: Using filters in several views (especially Task views) will retain their selection when navigating to other areas of Basil.
  • Report Builder New Fields: Expanded Project-related fields in the Report Builder.
  • Dollar Sign in Task Description: Users can now add the dollar sign character ($) to the Description field when adding or editing Tasks.
  • Chat Template Character Limit: Increased the character limit in Chat Templates to 2000 characters.
  • Chat Unread Filter: Users can now filter the Chat list by unread chats only.

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