Product Updates

The latest product updates from the team at Coast

  • New Feature: Workspace Permissions

    In every workspace, you can now set a role for each person. These roles set what each person can do inside each workspace.

    In every workspace, you can now set a role for each person. These roles set what each person can do inside each workspace.

    We're excited to share that we've added one of our most requested features - Workspace Permissions. This feature requires a paid Coast plan. In every workspace, you can now set a role for each person. These roles set what each person can do inside each workspace:
    • Admin - Able to create, edit, comment on, view, and delete cards.
    • Editor - Able to edit, comment on, view cards. Editors are not able to create new cards or delete them.
    • Personal - Able to create, edit, comment on, view and delete cards that they have been assigned to or have created themselves. Unable to access cards assigned to or created by other people.
    • View Only - Able to view cards. Not able to create, edit, comment on or delete cards.
    Selecting a role for a member-only affects the one workspace you've chosen it for. You'll need to repeat this process for each workspace that you want to set permissions for. How you can use this new feature:
    • You want to create a schedule where only your managers can create shifts and staff members can only view them. You would set all your managers as an Admin and all your staff members as View Only.
    • You want to allow your team to create time off requests but not allow any other team member to see the time-off request. You would set every team member as Personal. Now only you can see the time off requests created by any of your team members.
    On mobile and web:
    1. From the home screen, open the workspace that you want to set permissions for.
    2. Tap the name of the workflow group at the top of the screen.
    3. Scroll down until you find "Members".
    4. Click the 3 dot icon on the right of a member's name.
    5. Select a role for the member.
    6. Repeat for each member of the workspace.
    Got feedback about Coast? This product update came directly from customer feedback. If you have a suggestion, we'd love to hear from you. Email us at feedback@coastapp.com or use the 'Support' chat within Coast.  

  • New Feature: Reporting

    Our new reporting feature gives you a dashboard of activity in your workspaces and much more.

    Our new reporting feature gives you a dashboard of activity in your workspaces and much more.

    We're excited to announce that we now offer reporting. This feature requires a paid Coast plan. This reporting feature gives you access to:
    • A live dashboard of activity in your workspaces
    • Exportable reports to share with your team
    • Live insights into trends, helping you spot problems or opportunities in your organisation
    • Track productivity over time, helping you identify top performers in your organisation
    • Make data-driven adjustments to your processes, helping you to save time and money
    To access reporting, schedule a reporting onboarding call with our team . On this call, we'll help you get started with reporting and tweak the dashboard to match your unique requirements. On mobile:
    1. From the home screen, open the workspace that you want to access reports for.
    2. Tap the name of the workspace in the top middle.
    3. Your reports are listed under Reports
    4. Repeat this process to access reporting for other workflows.
    On web:
    1. From the home screen, open the workspace that you want to access reports for.
    2. Tap the name of the workspace at the top of the screen.
    3. Your reports are listed under Reports
    4. Repeat this process to access reporting for other workflows.
    Got feedback about Coast? We built the reporting feature working directly with customers. If you have a suggestion, we'd love to hear from you. Email us at feedback@coastapp.com or use the 'Support' chat within Coast.

  • New Feature: Changing Views in Workspaces

    We've now added the ability to change to different views of the same workspace

    We've now added the ability to change to different views of the same workspace

    Workspaces are powerful places to get things done. But seeing all the information at the same time can be a lot to process. We've now added the ability to change to different views of the same workspace. For most workspaces, you can choose from the views below:
    • Status List: See what is open or completed at a glance
    • Assigned to Me: See just your tasks, shifts or cards
    • Priority List: See what is most urgent in a list
    • Priority Board: See what is most urgent on a large board that is easy to review
    • Calendar: See everything on a calendar
    Some workspaces have other helpful views available, such as sorting by category, tag or assignee.

    Got feedback about Coast? We added views as a result of customer feedback. If you have a suggestion, we'd love to hear from you. Email us at feedback@coastapp.com or use the 'Support' chat within Coast.


  • New Feature: Filtering Cards

    With our new 'Filter' functionality, you can see shifts assigned to a particular team member, incomplete tasks or maintenance tasks at a particular location.

    With our new 'Filter' functionality, you can see shifts assigned to a particular team member, incomplete tasks or maintenance tasks at a particular location.

    Coast is powerful and flexible because we put chat and workflows all in one place. Whether you are assigning tasks, creating schedules, swapping shifts, managing maintenance or using another type of workspace, you never have to switch between multiple apps, chats or email chains. When you are using these workflows, we call the entries in the workspace cards. But once you start making lots of cards, it can be difficult to find what you need. For example, you might want to just see shifts assigned to a particular team member, incomplete tasks or maintenance tasks at a particular location. With our new 'Filter' functionality, this is now possible. On mobile:
    1. Open the workspace you wish to filter
    2. Tap the three dots in the top bar
    3. Pick your filters and the workspace will instantly update
    4. Tap the filter again and press 'clear all filters' to remove the filtering
    On web:
    1. Open the workspace you wish to filter
    2. Click the 'Filter' button in the top bar
    3. Pick your filters and the workspace will instantly update
    4. Tap the filter button again and press 'clear all filters' to remove the filtering
    How you can use this new feature:
    • When using our maintenance workspaces, your team can filter by priority to instantly see what to work on next or to see other tasks to complete while at the same location
    • When using inventory management, you can filter by 'out of stock' when you are re-ordering
    • When using scheduling, you can filter by location, department or sub-team to make sure everything is covered 
    • When creating checklists, you can filter by an assignee to see who is on task and who needs some support to complete their assigned tasks
    We hope this update makes it easy to stay organised when using Coast and we welcome your feedback. Got feedback about Coast? This product update came directly from customer feedback. If you have a suggestion, we'd love to hear from you. Email us at feedback@coastapp.com or use the 'Support' chat within Coast.  

  • New Feature: Improved Calendar Navigation

    In this update, we're making it even easier to navigate the schedule on mobile and jump to dates in the future.

    In this update, we're making it even easier to navigate the schedule on mobile and jump to dates in the future.

    A well structured and easy to use calendar can be the difference between chaos and order. Calendars help us to be productive by helping us to visualise time, deadlines and team scheduling requirements. We use calendars throughout Coast to show due dates, shifts, leave requests, certification expiration dates and much more. These calendars are always up-to-date, so your team can always see the latest information. In this update, we're making it even easier to navigate the schedule on mobile and jump to dates in the future. On mobile:
    1. Open a workspace with a calendar, such as a schedule
    2. Swipe down from the top calendar bar
    3. A mini calendar displays. Tap a date to view it, or swipe left/right to swipe between different months
    4. Swipe the mini calendar away again to dismiss it
    On the web:
    1. Open a workspace with a calendar, such as a schedule
    2. Open the calendar view in the sidebar and click the month in the 'today' bar at the top of the calendar
    3. A mini calendar displays. Tap a date to view it, or use the arrow buttons to navigate between different months
    4. Click the month again to dismiss the calendar
    Adding this mini-calendar makes it easier to jump to dates in the future, or to check dates in the past. Got feedback about Coast? This product update came directly from customer feedback. If you have a suggestion, we'd love to hear from you. Email us at feedback@coastapp.com or use the 'Support' chat within Coast.  

  • New Feature: Swiping on Mobile

    In this update, we're making it even easier to get around Coast on your mobile device by adding the ability to swipe between chats and workflows:

    In this update, we're making it even easier to get around Coast on your mobile device by adding the ability to swipe between chats and workflows:

    One of the best parts of Coast is that messages are directly connected to what you are working on. Whether you are assigning tasks, creating schedules, swapping shifts, managing maintenance or using one of our workflows, you never have to switch between multiple apps, chats or email chains. Our customers love how much time this saves and we're one of the top-rated apps for ease of use, but we're still not satisfied. We constantly review, tweak and improve Coast to make it even quicker and easier to use, as we know every moment matters in a busy business like yours. In this update, we're making it even easier to get around Coast on your mobile device by adding the ability to swipe between chats and workflows:
    1. On the home screen, tap on any workspace or conversation
    2. Place your finger (or thumb) on either the left or right edge of the screen and swipe towards the middle of the screen. You'll swipe between chat and workflows. 
    3. You can also swipe to get back to the home screen, then tap another workspace
    This small improvement makes it so much easier to use Coast when you use your mobile device with one hand or to take a quick peek at your workflows when chatting about them with your team. Got feedback about Coast? This product update came directly from customer feedback. If you have a suggestion, we'd love to hear from you. Email us at feedback@coastapp.com or use the 'Support' chat within Coast.

  • New Feature: Pinning Workspaces

    With our new pin functionality, you can 'pin' a workspace to the top of your home screen. Your other workspaces below will continue to be sorted by the latest activity.

    With our new pin functionality, you can 'pin' a workspace to the top of your home screen. Your other workspaces below will continue to be sorted by the latest activity.

    You’ve got your work all-in-one-place but you always want to see a particular workspace first. For example, you might have a 'Daily Status' workspace you want to check regularly or a 'Team Schedule' workspace you check each morning. With our new pin functionality, you can 'pin' a workspace to the top of your home screen. Your other workspaces below will continue to be sorted by the latest activity.  Groups are pinned per device, so you can customize your desktop and mobile experiences exactly how you want them.  On mobile and web:
    1. Tap on the workspace that you want to pin
    2. Go to the workspace menu for the group by tapping on the name
    3. Toggle the "Pin workspace to the top of the list" option on
    4. When you return to the chat list you will see a new section called ‘Pinned’ with any pinned chats within it
    5. Toggle the 'Pin workspace to the top of the list' option off to remove it
    Got feedback about Coast? This product update came directly from customer feedback. If you have a suggestion, we'd love to hear from you. Email us at feedback@coastapp.com or use the 'Support' chat within Coast.

  • New Feature: View the schedule on a monthly calendar

    You can view your schedule in a weekly and monthly calendar for better planning.

    You can view your schedule in a weekly and monthly calendar for better planning.

    Use the weekly and monthly calendar to view the schedule, add and edit shifts, and fine tune the schedule you've made. FullCalendarView The weekly and monthly calendar view is only available on our web/desktop version. You can log into the web/desktop version of Coast here or by visiting https://app.coastapp.com/signin. Once you're logged in on the web/desktop version:
    1. On left hand side, open the workspace named Shift Scheduler. If you do not see this on your list, tap on the pencil icon in in the upper right hand corner, click on New Workflow, and select the Shift Scheduler. Note - Your Shift Scheduler workspace may have a different name if you renamed it.
    2. To view all your shifts on a full calendar, click on the left arrow button  in the upper right hand corner to expand your calendar.
    3. To collapse the calendar, just click on the same arrow button.

  • New Feature: Introducing the Workflow Library!

    Many of you use Coast because you’re able to easily communicate with your team and share schedules all in one place. But we’ve learned that you hope to do even more in Coast in order to remove the need to switch between multiple apps and software.

    Many of you use Coast because you’re able to easily communicate with your team and share schedules all in one place. But we’ve learned that you hope to do even more in Coast in order to remove the need to switch between multiple apps and software.

    Many of you use Coast to communicate with your team and share schedules. But did you know Coast can do so much more? To discover new workspaces, visit our Workflow Library. With our Workflow Library, you can add new workspaces to your Coast account as a starting point, then customize them to suit your business.  As of December 7th 2021, available workspaces include:
    • Work Schedule Bundle: Schedule shifts, manage shift swaps & time-off requests, and track time
    • Maintenance Management Bundle: Manage assets, track work orders, and schedule preventive maintenance tasks
    • Work Orders: Create, assign, and track work orders.
    • Project Management: Track and manage projects from day one to the deadline.
    • File Vault: Share files, guides, videos, and other material 
    • Shift Swaps: Make it simple for your team to trade shifts.
    • Time Off Requests: Manage time-off requests and keep track of their status.
    • Clocking In/Out: Track clock in and out of employee shifts.
    • Event Planning: Create tasks for company events and assign them to specific employees.
    • Employee Kudos: Give kudos to your amazing teammates and employees.
    • Vendor Management: A place to store all vendor contact information.
    • Company Bulletin Board: Post announcements for your business.
    • Employee Onboarding: Easily create and track the progress of employee onboarding.
    • Customer Management: A CRM to keep track of all your client deals.
    On mobile and web:
    1. On the home screen, tap your profile picture on the upper left-hand corner
    2. Click on Workflow Library
    3. Select and add any workflow to your account
    4. Remember to add your teammates to the group!
    Got feedback about Coast? Got an idea to add to the Workflow Library? We'd love to hear from you. Email us at feedback@coastapp.com or use the 'Support' chat within Coast.