if.team updates — April 2026

Planning of income and expenses

We updated the income and expense planning system within projects. It now provides a more accurate view both at a general level and in category breakdowns.

Now the system calculates the percentage of plan completion for each category and shows the share of individual items within total income and expenses. Planned and actual values are also separated, making it easier to compare expectations with real results.

We also made a number of UI improvements and fixes.

Recurring payments

We added support for recurring income and expense payments that automatically generate transactions.

Now you can configure payments that repeat daily, on specific weekdays, or on specific dates of the month. For each recurring payment, you can set the billing period and P&L recognition rules — previous, current, or future period.

This helps automate routine financial operations and reduces manual work.

Comments

We improved task comments. There is now a comment counter, an unread indicator, and highlighting of new comments, including mentions and replies.

This makes it easier to track discussions and quickly see important updates.

Project Lead role

We added a new role — Project Lead. It is designed for people who help manage a project, such as tech leads or account managers.

The role has flexible permissions that can be configured per project. It can fully match the Project Owner permissions or be limited to specific areas, such as task management without access to financial data.

This gives more flexibility in defining responsibilities within a team.

Contacts

We updated the Contacts module. You can now assign a responsible manager to each contact, which helps define ownership and improve filtering and reporting in teams.

We also added a Contact Type field (e.g. client, supplier, partner) with filtering options. This makes it easier to structure the database and quickly find relevant segments.

The “Clients” section has been renamed to “Contacts” to better reflect its purpose as a unified database of all business relationships.

Team calendar

We added office/remote work indicators in the team calendar. You can now instantly see where each team member is working on a given day.

This helps with meeting planning, organizing in-office collaboration, and overall team coordination without additional messaging or clarification.