Published June 28, 2025, in if.team updates
Vladyslav Chesnokov
Copywriter, if.team
Oleh Frolov
CEO, if.team
In June, the if.team crew rolled out a host of updates designed to make your daily workflow smoother and more intuitive. Based on your feedback, we’ve enhanced leads, projects, transactions, the interface, and reporting.
This update focuses on practical improvements—not large-scale renovations—but changes you use every day.
if.team has become even more flexible when working with clients, finances, and project phases. We tweaked important details—from custom fields and filtering to budget logic. We’ve also added small but pleasant features, like using Ctrl+V for screenshots.
Now you can create events for colleagues who are not lead participants — even if they don’t have access to leads but are involved in the estimate or proposal preparation.
In the leads table, you can now see all participants, not only the responsible person. A participant filter has been added.
New fields added: contact person, email, and phone. They are visible in the leads list and filterable.
In the projects list, a participant filter and a new column showing participants have been added.
Iterations can now be sorted by name.
If an iteration starts in the future and has a defined cost, the budget updates immediately and the schedule shows projected growth.
Iterations on the project screen are now displayed 10 per page.
In the transactions section, a filter by responsible person has been added. Filters by counterparties now save correctly.
In description fields (projects, tasks, transactions, leads), comments, and chat, you can now paste screenshots or files using Ctrl+V or the Paste option from the context menu. In the transactions section, a filter by responsible person has been added. Filters by counterparties now save correctly.
The filter design has been updated — it has become more compact and convenient, especially when there are many filters.
Improvements were made to report accuracy, interface interaction convenience, and configuration of income and expense structures.
Reports now display correctly regardless of the user’s time zone — the difference between server and browser is taken into account.
We continuously improve the platform based on your requests. Thank you for sharing your experience and helping make if.team even more convenient.
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