Basil Release Notes (2026)

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.

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.

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.