This Week in Impactly: Routines, Faster Task Workflows, and Cleaner AI Controls

This week we shipped a set of updates that make Impactly better for recurring work, day-to-day task management, AI teammate configuration, and API-driven workflows.

The biggest theme: teams need project systems that keep up with real operating rhythms. Work repeats. People need shortcuts. AI teammates need clear controls. Integrations need to be predictable.

Here is what changed.

Routines for recurring work

Impactly now supports routines: repeating task templates that can create real task instances on a schedule.

Use routines for work that needs to happen again and again, like weekly reporting, customer follow-up, launch checklists, recurring reviews, or operational audits. A routine can hold the source task, schedule, assignee, priority, project links, and subtasks. When an instance is surfaced, Impactly creates the actual task for that date while keeping it connected to the original template.

We also added the polish needed to make routines reliable in real projects:

• Routine templates are visually distinct from normal tasks.
• Routine instances link back to their source template.
• Templates can surface upcoming instances on demand.
• Surfaced work inherits project links and nested subtasks.
• Future active instances can receive template updates.
• Past and completed instances stay stable.
• Stashed instances can be restored without creating duplicates.
• Multi-week schedules now skip inactive weeks correctly.
• Due routine work is surfaced in the background before you open the template.
• Notifications update after routine surfacing, so newly surfaced recurring work is reflected in unread counts.

The result is recurring work that behaves more like a calendar event, but still lands where execution happens: in the task list.

A more useful Starred sidebar

The sidebar now has a unified Starred section for the things you return to often.

Projects, smart filters, and starred team members can live together in one place. You can reorder them, collapse the section, and use starred people as a fast path into the work assigned to them.

We also added avatars in more places, including the sidebar and task pages, so people are easier to recognize at a glance.

Faster task cleanup and entry

Task management got a few quality-of-life improvements for heavier daily use.

You can now delete multiple selected tasks from the right-click menu. If you rename a task in My Tasks or a grouped task list, pressing Enter opens a new inline task row below it, making fast entry smoother.

We also fixed a reorder issue in smart filters, where dragging tasks inside a filtered view could affect the global order of unrelated tasks. Reordering filtered work should now stay scoped to what you are actually looking at.

Cleaner AI model choices

AI teammate model selection is simpler now.

We reduced the model picker to a smaller set of recommended OpenAI models, added GPT-5.5, and made GPT-5 Mini the default fallback when an old or unsupported model value is found.

That means fewer dead-end choices in the admin experience and safer behavior when model availability changes.

Stronger MCP and API support

We shipped several improvements for teams and agents using Impactly through MCP or the public API.

Task tools now support more complete create and update flows, including assignee, due date, project, and parent task fields. Task deletion is available through the same interface. Attachment tools are also available remotely, including list, add, signed URL, and delete operations.

We also tightened remote MCP access behavior, fixed destructive tool access, refreshed the MCP and attachment API docs, and improved attachment deletion so database and storage cleanup stay aligned.

For teams connecting Impactly to AI agents or internal automation, the main benefit is consistency: local MCP, remote MCP, and the API now line up more cleanly.

Production status

These public-facing changes were verified against the production deployment history for the week of April 24 through May 1. The latest successful production deployment at the time of writing was on April 30, 2026, and includes the routines background sync work plus the public-facing changes merged before it.

One additional bulk-action safety fix merged on May 1 after that production deploy. It prevents hidden selected tasks from being included in bulk row actions after a view or filter change. Because it was not yet part of a successful production deployment at the time of writing, it is not counted above as shipped.