Nothing on a card is a verb.
Chase, confirm, attach, send, finish and hand off are gone from Home, Compliance and the Book. A card says what closes it; the assistant records what it saw in the mailbox; a question goes under Did you do this?.
CHANGELOG
What shipped.
Dated, newest first, from the product's own release notes.
November 2026
The exam file prints whole.
Both exam files print as their own document, a page per duty, titled with the plan and the date. An opened duty's whole header closes it. By a date is a real scenario on the Backlog card.
The ten build when you open the day.
Each person's ten is built on the first open, a short day is topped up, and yesterday's open picks carry. The people strip reads as a filter, with the person named in the heading and the empty line.
Backlog as the path to current.
The date the book is current at the firm's pace, the pace any other date takes, a projection chart with the duties marked as they come current, and a line per person.
The book as a heatmap.
One square per plan, grouped by advisor, recordkeeper or plan year end, beside the obligations; the Plans table at full width; Coming due as one table.
The Book's History, the plan file and the review.
History as one dated line per event; a document opens under its row and a new one can be added; the review prints whole and the deck is built by the assistant.