This month’s release continues to enhance how teams visualize structure and ownership, manage deadlines and maintain consistency across governance work in complex organizations.
What’s New
Customize Relationship Lines in Charts
Configure line colors, styles and arrow directions for ownership, non-ownership and lender-borrower debt relationships in Structure Charts. This helps teams clearly distinguish relationship types between entities and people nodes and meet reporting format requirements without editing lines post-export.
Availability: Customers on the Professional and Enterprise plans*.
Release Schedule: *If you are a Professional or Enterprise customer and don't see this feature in your environment yet, it will be available soon. Please contact your CSM if you have any questions.
Saved Charts Dashboard
Easily access saved chart views with the Charts dashboard from the left-side menu. Saved views appear as cards that display chart name, home entity, individual or team view tag and stamp of last edit.
By centralizing saved chart views, teams can respond faster to tax, banking, audit or KYC requests with approved chart reports improving consistency and transparency.
Availability: Customers on the Enterprise plan*.
Release Schedule: *If you are an Enterprise customer and don't see this feature in your environment yet, it will be available soon. Please contact your CSM if you have any questions.
Tasks Calendar View
Tasks can now be viewed in a calendar format across all entities you have access to. Review obligations by due date with visibility into priority and assignee.
This provides a consolidated view of obligations across jurisdictions and structures, helping teams anticipate overlaps, manage task ownership and reduce risk before deadlines become issues.
Availability: Customers on the Enterprise plan*.
Release Schedule: *If you are an Enterprise customer and don't see this feature in your environment yet, it will be available soon. Please contact your CSM if you have any questions.
Custom Entity Statuses
Admins can now create custom entity statuses, in the Details page of an entity, to reflect more specific entity states within your organization. Whether tracking entities as “In Sale”, “Strike-off”, or other non-standard stages, teams can align records to internal processes with greater clarity and control.
Availability: All customers.