Monograph has refreshed the management tools available to support project milestones and their constituent deliverables (formerly known as tasks) to allow for easier management today and support further enhancements in the future.

On each project, the Deliverables page allows you to view all of the existing milestones & deliverables in a clear timeline view. Each phase is expandable to view all milestones and their deliverables (deliverables without a milestone are listed below all milestones).

As a result of this change, we have updated validation rules so that all milestones' dates need to be within the phase itself, and deliverables' due dates need to be both within the phase and before their linked milestones' dates. Additionally, we now update deliverable due dates when the phase end date changes as well also with the same logic as milestone date updates.

Deliverable comments also now provide more interaction. The most recent comments are called out on the main page above and in the deliverable, they show a clearer timeline of work.

In addition to new visualizations and editing tools, we also have enabled more notifications for milestones and deliverables for the projects your profile is following.

Monograph's team Staffing feature will now allow you to view your team's workload by committed "Active" projects and/or potential "Proposed" projects. Use this new filter functionality to track the impact on your team's time if you were to sign a new project.

When creating a project from a template, Monograph will recommend team members for open role positions based on their past project experience and staffing availability. The drop down allows you to select alternative team members so you can apply these assignments to all phases in one click.

For more information how the specifics of this feature, please read this support article.

Monograph has 2 new security features to help ensure your accounts are accessible but secure: two-factor authentication (2FA) and magic link logins.

2FA requires two sources of authentication to access your account: a password and a 6-digit code from a mobile device. Enable 2FA on your profile by following these steps and you will be asked for a unique code upon logging in that you will retrieve from your authentication app.

You can also use a magic link to log in. To access this, select the option on the login screen and input your login email. You will receive an email with a "magic link" that will grant you access to your account.

Monograph users with the ability to edit projects are now be able to upload and download PDF files relevant to the project. Use this tool to make sure you can reference client-facing documents like proposals, contracts, add services, and other PDF files needed in one easy folder.

To use this functionality, go to and project's "Details" page to begin uploading files.

Monograph is now able to share important project dates to your external calendar and keep those events in sync. For projects that you are following, you will see the below as events in your calendar:

Each event will include a link back to the activity in Monograph.

To set up your calendar, go to your profile to copy the calendar URL and follow the instructions in the linked Help Center article for your calendar app of choice.

Monograph has updated the site navigation to make it easier to get to where you need to go in the app. The left-hand menu is now re-organized around the core concepts in Monograph and expands to share contextually what options are available under each.

As with before, the menu options available will change depending on your profile's permission levels.

We have updated the ways in which project budgets are configured to allow you to better manage your projects after setup!

When creating a new phase you will be prompted directly to add your team members to the project. To minimize clicks, once you have set up earlier phases on the project you can copy from any of those to avoid needing to select team members, roles and rates as you go through the setup process.

After assigning team members, Monograph will evenly divide out the budget on fixed fee or max cap hourly phases to ensure each team member has a starting target for how many hours they should work that you can then edit. Whenever you edit these hours, they will automatically be rebalanced in your staffing plan, excluding any manually edited weeks.

All of this data will feed into your Staffing plan. Grow subscribers will be able to see a snapshot of their past logged time, future staffed hours, and whether or not they line up so you can come in on budget. This information is visible on the left side of the project overview and links directly to Project Staffing so you can directly make changes as needed.

The improved budget setup process will help you minimize the risk that your projects are missing key data vital to help you stay on track. If you are missing information, such as team assignments or maximum hours budgeted per team member, you will receive a reminder both in your list of projects and on the budget itself.

Happy Monday!

We made a few small but notable changes to clarify our invoices:

Have a great week 👋

We just made logging expenses faster, easier and available anywhere you take your iPhone.

iPhone users with the Monograph mobile app can simply snap a photo of a receipt. We'll use AI to scan and capture most of the expense details from the photo. You simply need to confirm and save.

Download the Monograph mobile app today.