Levvy Updates: Latest Feature Updates

At Levvy, we believe great software is never finished—it keeps getting better. Every month, we listen to your feedback, identify friction points, and deliver meaningful updates that make your work smoother, faster, and more collaborative.

From bulk actions in document storage and smarter time exports to task-level improvements that boost clarity and control. Every update was inspired by real user input—and designed to make Levvy work even better for you.

Let’s dive into what’s new (and what’s coming soon).

See Who Created the Ad Hoc Task

Ad hoc tasks are a favorite among managers for assigning quick, unplanned work. But when team members have questions, they often don’t know who to ask for context. 

Now, every ad hoc task—whether part of a workflow or standalone—shows the creator’s name. This makes it easy for team members to track down the right person and avoid delays.

Thanks to Olivia from Richardson Kontogouris Emerson LLP for the inspiration behind this update!

Keep Task Assignee When Reorganizing Teams

Whether you're restructuring from dedicated client teams to industry-focused groups, or expanding by launching a new division. These shifts require you to reshuffle client work while keeping service delivery seamless.

To ensure client’s work remains without interruption, Levvy now preserves task assignments automatically. 

As long as the original assignee is in the new team, their tasks stay assigned. If not, future tasks will be unassigned for reassignment. Tasks before today will remain unchanged to preserve historical accuracy.

Here’s a step-by-step best practice article.

Shoutout to Saruul from Artsmart  for inspiring this fantastic update!

Edit Task Assignee with Just Two Clicks

Need to reassign a task quickly? Simply click the assignee’s name—or “Unassigned”—from either the task modal or the client profile to update. 

Pro tips

Editing via the task modal only changes that one task.

To update all future recurring tasks, go to the client profile.

Company Name Now Included in File Request Emails

Requesting documents via Levvy doesn’t just speed up your workflow—it also automatically stores everything in one place, keeping your client records clean and centralized.

Now, we’ve made it even clearer for clients who manage multiple companies or entities. File request emails will include the client’s company name, so your contacts always know exactly which entity the request is for.

Thank you to Aidan from O'Keeffe & Considine for inspiring this update!

Track Time with More Control

Export Budgeted and Logged Time (All in One Report)

Need a detailed view of how time is spent—by client, workflow, or team member? You can now export both budgeted and logged time in one place, with support for billable vs. non-billable hours and custom date ranges.

Read How-to Article

Thank you to Josh and Charmine from Richardson Kontogouris Emerson LLP for the inspiration behind this update!