Feature Requests

I’ve noticed a usability issue with the task controller placement in Upbase that could be improved for a better user experience. Currently, the task controller (top right area – minimise, expand, close, etc.) sits quite far away from the main task content. It seems to be adjusted by screen or browser size. Because of this, it feels visually disconnected and is easy to overlook, especially when working quickly through tasks and in full screen mode. Again like other UX, I need to zoom in on my screen to make this work. What’s happening: The controls are positioned on the far right of the screen They appear small and slightly detached from the task content when in full screen normal 100% mode. It takes a moment to visually locate them when needed (not using this tool day in day out so no memory yet) Suggested improvement: Move the task controller closer to the main task content area (e.g. aligned with the task title or description section) Slightly increase visibility (size, contrast, or spacing) so it’s easier to find at a glance. Eg. outline of main task with frame (so much white space in full screen mode) Optional wide or narrow view when in full task screen. Why this matters: Reduces friction when navigating tasks Improves speed and flow when managing multiple tasks Creates a more intuitive, connected interface Right now, it feels like the controls are “floating” rather than being part of the task experience. Even a small layout adjustment here would make a noticeable difference in day-to-day usability.

Please add this feature to export/Import from other files

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Request to add search engine. This would allow you to quickly find bookmarks.

Please add the option to display tasks in other workspaces—if I have a personal workspace, a company workspace, and a family workspace, constantly switching between them is very impractical and unproductive.

Have you considered something like this? There are two, three, or more companies that use Upbase (they have their own Upbase within their companies). However, it's a completely different own Workspace for each company. The idea is for these different companies to be able to work in their own Workspace while collaborating with other clients who also use Upbase. Switching between Workspaces won't work. This needs to be solved differently.

It would be great to be able to 📨send to customer emails directly from the customer card in Clients. This would streamline workflow; you wouldn't have to switch to Gmail or another email program. Additional Issues: 📨Sending Emails It would be great if these emails ultimately originated from your own SMTP server, which could be connected to Upbase. Or at least you could connect your own domain to it, just like mailing systems do. You add the appropriate configuration in your DNS and SPF, authorizing Upbase to send emails on your behalf, using your domain or a dedicated subdomain. 📥Receiving Emails It would be great if, when replying to a RE, the customer also forwarded the email to Upbase. This way, you wouldn't have to track it in your email program. I know, this would require integration with, for example, Gmail or IMAP. But initially, the response could go directly to Upbase.

When I select text, for example, in a description, it would be useful to be able to create a task from it without leaving the browser window. This function should perhaps be at a layer so that the newly created task can be completed without leaving the browser window. This would improve work comfort.

Adding events/informative information (similar to entering birthdays or events in Google) It would be good to be able to enter similar information for informational purposes (e.g., a team member has a birthday or is taking vacation during a certain period).