Hey Coppernauts š
Big news for your post-sale process...Copper just got way better at managing projects. With a handful of powerful new features, you can now organize, relate, and break down your work right where the relationship startedāin your Pipeline! No new tools, switching back and forth, or getting lost in a sea of tabs. Just better visibility, smarter handoffs, and smoother delivery. Yep, you heard that right! Letās take a tour of whatās new š
Whatās new
š Relate Pipeline records to each other
Tie projects to the deals that kicked them off, or connect related client work to keep everything in sync. Now, your workflows actually reflect your working relationships.
ā Subtasks
Break big tasks into smaller steps without losing the bigger picture. You can view these subtasks right from the Related tab and on the Task List View so context is always at your fingertips. Stay organized, delegate better, and keep complex work moving smoothly.
š New Task List View upgrades
Weāve reimagined your Task List to make navigating work easier than ever:
Group tasks by owner, record, or due date
Drag + drop to reorder tasks in the "Related Tasks" section of records
View related records in a new column
Edit tasks inline in our refreshed People, Leads, Company, Opportunity and Project popovers
All this helps your team prioritize the right workāand stay focused.
š” Why youāll love it
Stronger handoffs: Sales closes the deal. Projects pick it upāwithout losing momentum.
One source of truth: No more bouncing between apps or spreadsheets.
Fast task sorting: View work by person, project, or priority.
Clearer connections: See exactly how tasks and records relate.
Real Ways to Use This š ļø
Hereās how teams like yours are already using Copperās new project tools to manage work more smoothly:
Onboarding new clients: A creative agency just signed a new retainer. From the closed deal, they kick off an onboarding project using a saved template, assigning tasks across design, strategy, and account teams. All tracked in one place.
Running multi-phase projects: A consulting firm managing a 3-month engagement sets up subtasks for each phase; research, execution, reporting. Tasks are assigned, reordered as timelines shift, and always visible to the whole team.
Managing ongoing retainer work: A digital agency delivers monthly SEO and content for multiple clients. They use task list views grouped by client or due date to keep everything clear and on track.
Collaborating across teams: A design studio working on a brand identity project assigns team members to the shared project record. Everyone stays aligned with real-time task updates and ownership.
Kicking off from templates: A PR agency launches new product campaigns from a reusable checklistāmedia outreach, content creation, eventsāall set up in seconds with templates.
Capturing one-off client requests: A client emails their account manager mid-project. Using Copperās Chrome Extension, the AM creates a task right from their inbox, adds it to the project, and assigns itāno sticky notes, no missed steps.
Showing progress and value: A strategic services team uses organized task lists to keep internal teams focusedāand to give clients regular milestone updates that highlight progress and ROI.
All these features are live and ready to use and we even have a couple new fresh features that will be released in the coming weeks. Stay tuned!
Start managing work where the relationship started. And if youāve got feedback or ideas, weāre always listeningāhit us up in the in-app chat! š¬
Hereās to smoother handoffs and smarter delivery,
āAmie at Copper