Feature Requests

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.

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.

I'd love the ability to very quickly enter tasks when I'm on the go. The details and categorisation can come later when I'm at my desk. Maybe these tasks can be stored in an inbox which I can review on my desktop.

Notes / To-dos Save selected text-snippets Popover with saved notes on any site Open not only 1 bookmark, but also a whole folder of bookmarks. Manage tabs Import bookmarks Idea: 1) Taskade: https://chrome.google.com/webstore/detail/taskade-team-tasks-notes/hcobdfnjjaceclfdjpmmpiknimccjpmf 2) Tabextend (Manage tabs and bookmarks) https://chrome.google.com/webstore/detail/tabextend/ffikidnnejmibopbgbelephlpigeniph https://www.tabextend.com/

Tasks often contain knowledge that could be preserved by transferring it to documents, for example, after completing the task. It would be useful to have a simple way to convert the content collected in these elements: Task ➜ Docs Docs ➜ Task And Weekly, Daily, Notepad ➜ Task Weekly, Daily, Notepad ➜ 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 <iframe> code directly, OR Toggle between "Link" and "Custom Embed/HTML" input modes Expected Benefit: This enhancement would significantly increase Upbase Docs' versatility as a central workspace by enabling richer integrations with external applications and tools.

upload files and create tasks based offer of forms

Add a visual notification indicator (e.g., badge or bubble) directly on task cards in the Kanban board view to show when a user has been tagged or mentioned on a specific task. Current Behavior: All notifications are aggregated in a single list. Notifications lack context—no project name or board reference is displayed. When viewing tasks on a Kanban board, there's no visual cue indicating which tasks require my attention due to a tag or mention. Desired Behavior: When I'm tagged on a task, a notification badge/indicator appears directly on that task card in the Kanban view. This allows me to immediately identify where to focus my attention within a project without leaving the board or cross-referencing a separate notification list. Why This Matters: The Kanban board is the primary view for managing workflow. Requiring users to check a context-free notification list and then click to see where that task sits creates friction and slows down response time. Inline indicators would streamline this and keep focus within the project. Suggested Implementation (Optional): Small dot or badge on the task card (similar to unread message indicators in chat apps). Optional: Hover or click to preview the tag/comment without opening the full task.

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.