2.5 - Flows, Activity & AI

Ketl 2.5 brings a redesigned flows experience, a unified activity feed, smarter document AI, and a faster way to work across everything in Ketl.

Open and edit flows from anywhere

You can now open any task or note in a full editing panel — no matter where you are in the app. Whether you're browsing the Flows page, reviewing a document, or checking a case, clicking a flow opens the same consistent panel with everything you need.

Titles — flows now have a dedicated title field to name your tasks and notes clearly
Checklists — break tasks into steps with a built-in checklist, right inside the flow
Reminders — set a reminder on any task so nothing slips through the cracks
Add assignees, status, deadlines, planning dates, tags, and references all in one place
Reference files, entities, clients, and projects directly in the flow body
Reply directly with mentions and references to files, clients, or projects
Share any flow via a direct link — copy the URL and send it to a teammate
Expand to full screen for more focus

Activity feed — always in reach

A new activity drawer is available from the top bar at any time. It gives you a live feed of everything happening across your workspace without leaving your current screen.

Switch between Activity, Assignments, and Mentions tabs
Filter to unread only — preference is saved across sessions
Mark everything as read in one click
Click any item to open to the flow

Create tasks and notes faster

Creating a task or note from within a document, entity, or case is now faster and smarter. The creation panel is consistent everywhere.

Works on both filed and un-filed documents — you can now create flows directly from a document even before it's been filed
If the document is already filed, the relevant client or project is pre-filled automatically — no manual selection needed
Switch between Note and Task mode in one click
Add assignees, tags, planning dates, and checklists before submitting

Flows page — redesigned

The Flows page has been rebuilt from the ground up to be faster and more flexible.

Smarter filters

Filter by assignee, status, deadline, tags, or subject — all at once.

Filters persist when you reload the page
Suggested filters are ranked by how often you use them
Share a filtered view via URL

Board view

Drag tasks between status columns to update them instantly. Each column represents a stage, and moving a card updates the status automatically.

Calendar view — fully rebuilt

View and manage your tasks on a calendar. Choose from Day, Week, 3-Day, Month, or List views.

The calendar opens at the current time automatically
Drag any task to a new date to reschedule it
Click an empty slot to create a new task with that date pre-filled
Toggle weekends on or off

Tasks grouped by subject

A new view groups all your tasks by client or project, giving you a higher-level picture of what's in progress across your entire portfolio — regardless of where each task was originally created.

Tags — everywhere you need them

A new tag picker is now available in every flow editing panel and in the task/note creation toolbar across documents, entities, and cases. Tags appear as color-coded labels and are searchable. Add or remove them at any point in the flow's lifecycle.

Cases — activity and tasks in one place

The case panel now has a toggle at the top to switch between the Activity view (all notes and messages) and the Tasks view (all tasks linked to that case). Both views are always one click away.

Quick actions on flows

Right-clicking a flow in any list now opens a context menu with quick actions — including marking it as complete without opening the full editing panel.

Thank you for your feedback and for reporting bugs.

Open and edit flows from anywhere

Titles — flows now have a dedicated title field to name your tasks and notes clearly

Checklists — break tasks into steps with a built-in checklist, right inside the flow

Reminders — set a reminder on any task so nothing slips through the cracks

Add assignees, status, deadlines, planning dates, tags, and references all in one place

Reference files, entities, clients, and projects directly in the flow body

Reply directly with mentions and references to files, clients, or projects

Share any flow via a direct link — copy the URL and send it to a teammate

Expand to full screen for more focus

Activity feed — always in reach

A new activity drawer is available from the top bar at any time. It gives you a live feed of everything happening across your workspace without leaving your current screen.

Switch between Activity, Assignments, and Mentions tabs

Filter to unread only — preference is saved across sessions

Mark everything as read in one click

Click any item to open to the flow

Create tasks and notes faster

Creating a task or note from within a document, entity, or case is now faster and smarter. The creation panel is consistent everywhere.

Works on both filed and un-filed documents — you can now create flows directly from a document even before it's been filed

If the document is already filed, the relevant client or project is pre-filled automatically — no manual selection needed

Switch between Note and Task mode in one click

Add assignees, tags, planning dates, and checklists before submitting

Flows page — redesigned

The Flows page has been rebuilt from the ground up to be faster and more flexible.

Filter by assignee, status, deadline, tags, or subject — all at once.

Filters persist when you reload the page

Suggested filters are ranked by how often you use them

Share a filtered view via URL

Drag tasks between status columns to update them instantly. Each column represents a stage, and moving a card updates the status automatically.

View and manage your tasks on a calendar. Choose from Day, Week, 3-Day, Month, or List views.

The calendar opens at the current time automatically

Drag any task to a new date to reschedule it

Click an empty slot to create a new task with that date pre-filled

Toggle weekends on or off

A new view groups all your tasks by client or project, giving you a higher-level picture of what's in progress across your entire portfolio — regardless of where each task was originally created.