What's new in Daytactic.
Every release, newest first — the same notes you see in the app after an update. Every 1.x update is included with your license.
1.3.0
LatestCustom record types, and search that reads everything
Define your own kinds of records — vendors, outages, contracts, books, candidates — with the fields you need, and they get a sidebar item, saved views, kanban boards, and a full record page like the built-in modules. Global search now matches the text inside notes, tasks, meetings, and journal entries, not just titles, and a batch of custom-field and trash fixes landed alongside.
Custom record types
- New Record Types
Your own record types
Create a record type with a name, icon, and color, and put it in any sidebar section, including ones you name yourself. It gets saved views, filters, sorting, and kanban grouping, the same as Tasks or Projects.
- New Record Types
Thirteen field types
Text, rich text, number, date, date and time, select, multi-select, checkbox, URL, email, phone, rating, and reference. Rich-text fields each get their own section on the record page, so structured write-ups stay readable.
- New Record Types
References and backlinks
Link a record to people, companies, projects, meetings, or other records. The linked record shows a "Referenced by" section, so the connection is visible from both sides.
- New Record Types
Lay out each record page
Group fields under headings with icons, boxes, and divider lines, set sections and fields to half or full width, and add Tags or Files only where a record type needs them.
- New Record Types
Rename without losing data
Rename record types, fields, and select options at any time. Deleted fields and record types go to Trash and come back with their values intact.
- New MCP
Searchable, and available to AI assistants
Custom records show up in global search, including the text inside rich-text fields. New MCP tools let Claude and other assistants list your record types and create, read, and update records by field name.
- Improved Record Types
Choose where records open
Each record type opens as a full page by default, or in the right-hand detail panel if you prefer.
Fixes
- Fixed Search
Full-text search across everything
Search now matches the body of notes, task descriptions, meetings, and journal entries. Edits are reflected immediately, deleted items no longer appear, and items added by AI assistants are searchable right away.
- Fixed Views
Custom fields in views
Filtering by a select or multi-select custom field works instead of returning an error, custom-field columns sort and filter like built-in ones, and multi-select fields let you pick several options.
- Improved Custom Fields
Reorder fields, rename options everywhere
Custom fields can be reordered, renaming a select option updates every item that uses it, and a field's type is locked once it holds data so nothing gets silently converted.
- Fixed Trash
Safer trash
Important dates can be restored from Trash, and deleting something already in Trash no longer removes it permanently.
- Fixed Detail Panel
Renaming from the detail panel
Renaming a project, person, company, note, or other item from the right-hand panel now saves.
- Fixed MCP
AI assistants filter like the app does
MCP filters now match the app exactly, including relative dates like "next week" or "last month", and an assistant gets a clear message when it asks for a field that doesn't exist.
1.2.0
Project check-ins, kanban views, and a quieter quick capture
Projects can now carry a next check-in date and a recurring cadence, with check-ins surfaced on My Day, the Executive Overview, the calendar, and a daily digest. Any saved view on Projects or Tasks can be a kanban board. Quick capture became a floating panel that doesn't pull you out of the app you're in, and both global shortcuts can now be changed.
Project check-ins
- New Projects
Check-in dates and cadences
Give any project a next check-in date and a cadence — weekly, every two weeks, monthly, or quarterly. Check-ins get their own column with relative-date filters and overdue badges on rows and kanban cards; completed projects drop out automatically.
- New Projects
Log a check-in in one click
Logging a check-in moves the next date forward by the project's cadence, lets you update its health, and saves an optional note as a project update.
- New Dashboard
Check-ins where you already look
A Check-ins Due widget on My Day, an overdue count and stale-project panel on the Executive Overview, read-only entries on the in-app calendar, and a daily digest notification you can turn off in Settings.
- New Areas
Set a cadence for a whole area
Apply a check-in cadence to every active project in an area at once from Settings → Areas & Tags, optionally filling in dates for projects that don't have one.
- New MCP
Check-ins for AI assistants
New MCP tools let Claude and other assistants see which check-ins are due and log them, including a health status.
Views
- New Views
Kanban on any Projects or Tasks view
Each saved view can be a table or a kanban board, side by side as tabs. Boards choose their own grouping — status, priority or health, area, or cadence — and respect the view's filters, sorts, and card formatting.
Quick capture and shortcuts
- New Capture
Capture without switching apps
The quick capture shortcut opens a floating panel over whatever you're doing, including full-screen apps, without bringing Life Manager Pro forward. When you save or close it, you're back where you were.
- Improved Capture
A built-in date picker
Quick capture has its own calendar with Today, Tomorrow, Next Week, and Clear, so picking a date never takes focus out of the panel. It also opens instantly now.
- New Settings
Change the global shortcuts
Record, reset, or turn off the shortcuts for Quick Capture and the Meeting Dossier in Settings → Keyboard Shortcuts. Changes apply immediately and the menu bar labels follow.
Fixes
- Fixed Core
Clearing dates
Clearing a date on a project, phase, task, goal, or deal now sticks, and date fields save when you leave them rather than on every keystroke, so a half-typed date can't overwrite a good one.
- Fixed Tasks
Un-completing tasks
Marking a task incomplete, in the app or from the dossier, reliably resets its status and completion date.
- Fixed Tray
Menu bar stability
Toggling the menu bar icon or its meeting info no longer risks a crash.
1.1.0
Pre-meeting dossier, executive overview, and a rebuilt recorder
The first major update since launch. Life Manager Pro now briefs you before a meeting as well as capturing it: a floating dossier pulls the attendees, their companies, the open deals, what was decided last time, and what's still outstanding into one window you can open from any calendar event. Alongside it, a new Executive Overview dashboard for pipeline and portfolio health, a fully rebuilt floating recorder with light and dark themes, calendar invite parsing for Teams, Zoom, Meet and Webex, copy-and-paste configuration for saved views, and expanded Model Context Protocol (MCP) server tools for AI assistants.
Pre-meeting dossier
- New Dossier
The dossier window
A floating briefing that summarizes attendee profiles, company context, active deals, decisions from previous meetings, and open deliverables. Open it from a calendar event, the briefing icon on Today's Schedule, the menu bar, the command palette, or Cmd+Option+D.
- New CRM
Relational traversal and counterpart isolation
A title tokenizer picks the counterpart out of a 1:1 ("John/Bill 1:1"), then walks from that contact to their company and its active projects. You're excluded from the traversal, so your own unrelated tasks don't crowd the briefing.
- New Dossier
Meeting-shape heuristics and attendee focus
Meetings are classified as 1:1 syncs, small group collaborations, or large meetings, and the briefing adjusts to match. Click an attendee to scope deliverables and past decisions to just that person.
- New Tasks
Action items ranked by relevance
Deliverables are scored on how they relate to the meeting and how soon they're due, rather than whichever matched first. Each carries a provenance chip — Project, Company, Assigned, Title — and a per-attendee cap keeps one busy person from filling the list.
- New Dossier
Talking points and prep that persist
A prep checklist with your own objectives and notes, saved per calendar event so it's still there when the recurring meeting comes back around. Default talking points are configurable in Settings.
- New Tasks
Complete action items from the dossier
Tick off tasks and open deliverables during the meeting, straight from the floating window, written through to the database as you go.
- New CRM
Entity linker with persistent overrides
When the automatic match is wrong, search and link the right contact, company, or project from the dossier header. The correction sticks for future occurrences of that meeting.
- Improved Desktop
Floating window presentation
The dossier is styled as a proper macOS panel — rounded corners, ambient elevation shadow — and reachable from calendar right-click, event dialogs, dashboard schedule widgets, the tray menu, a global shortcut, and the command palette.
Calendar intelligence
- New Calendar
Attendees and CRM contact discovery
The EventKit bridge now reads attendees and their response statuses. Known guests show their CRM company and role; new ones get an "Add to CRM" button.
- New Calendar
Meeting invite parsing
Teams, Zoom, Google Meet, and Webex invites are parsed into a structured card — meeting ID and passcode copyable in one click, the organizer's actual notes separated from the boilerplate.
- New Calendar
Right-click context menus
Right-click any event in Day, Week, Month, or the dashboard calendar to join the meeting, open its dossier, copy the link, or edit the event.
- Fixed Calendar
All-day events and date entry
All-day events render correctly across every calendar view, and date inputs no longer fight you while typing.
Executive Overview
- New Executive
A second dashboard
Executive Overview sits alongside My Day: a macro view of pipeline value, goal velocity, and organizational health, for when you need the shape of the quarter rather than the shape of the afternoon.
- New Dashboard
Dual-view switcher
Toggle between My Day and Executive Overview from the dashboard header, and pick which one opens by default in Settings.
- New Portfolio
Portfolio intelligence
One widget, four perspectives: Upcoming Deliveries, Key Initiatives, Stalled Projects, and velocity KPIs.
- New CRM
Pipeline analytics
Deal flow by stage, win probabilities, and cards for the opportunities worth your attention this week.
- New Triage
Attention and escalations
A triage board for off-track initiatives, deals about to close, and overdue task spikes, with project completion percentages computed live.
Meeting recorder
- New Recorder
Rebuilt floating recorder and mini-pill
The recorder is redesigned from scratch, and collapses from a full card to a 340×56 pill that stays out of the way of the call.
- Improved Theme
Light and dark theme sync
The floating recorder now follows your workspace theme and your macOS appearance setting, instead of always being dark.
- New Audio
Dual-channel waveforms
Separate ten-bar meters for microphone and system audio, so you can see at a glance that both sides of the call are actually being captured.
- Improved AI
Platform badges and AI status
The recorder shows which app the call is in, and its post-recording status reflects what your transcription and AI settings will actually do.
Saved views and filters
- New Views
Copy and paste view configurations
Move filters, sort orders, conditional formatting, and column layouts between saved views in the same module, instead of rebuilding them by hand.
- New Views
Granular copy with Option
Hold Option while right-clicking a view tab for Copy Filters, Copy Sort, and Copy Formatting separately.
- New Filters
Smart filter defaults on new records
Create a record from a filtered list and the matching fields are prefilled, so it doesn't vanish the moment you save it. OR-branch filters pick a sensible branch.
- Improved Views
Wrapping view tabs
View tabs wrap onto multiple lines instead of clipping at the edge, and the filter, sort, and column controls stay pinned in place.
Elsewhere in the app
- New Release
In-app "What's New"
Release notes appear on first launch after an update, and stay available from the app menu, Settings › Updates, and the command palette.
- New Projects
Project completion dates
Projects record when they reached a closed status, and the projects list can filter on it.
- New Tasks
Rich text in task notes
Task notes and descriptions support bold, italic, and ordered and bulleted lists.
- Improved Dashboard
Responsive dashboard header
The dashboard header degrades in stages as the window narrows, keeping the view switcher visible longest.
Model Context Protocol (MCP)
- New MCP
Executive Overview intelligence (get_executive_overview)
Dedicated MCP tool providing AI assistants with instant access to macro CRM pipeline value, portfolio health allocations, OKRs velocity, and stalled projects.
- New MCP
Pre-meeting dossier tools (get_meeting_dossier & list_dossier_meetings)
Dedicated MCP tools for generating structured meeting briefings, counterpart relationship graphs, past decisions, and open deliverable triage directly in AI conversations.
- New MCP
Atomic project completion (complete_project)
MCP tool to atomically mark projects complete, synchronize completion timestamps, and transition statuses into closed buckets.
- Improved Core
Expanded schemas and search fallback
Added meeting prep notes (dossier_prep) to the table whitelist and schemas, and extended global search fallback indexing to include calendar events and meeting notes.
1.0.0
Initial release
The first public release of Life Manager Pro: daily task execution, hierarchical projects, a CRM with a deal pipeline, notes, calendar time-blocking, meeting recording, and global quick capture — in one native Mac app, with the database on your own machine.
Core productivity hub
- New
Daily execution command center
A dashboard with tasks due today, active goals, project health indicators, and an hourly calendar timeline.
- New
Hierarchical tasks and projects
Projects with subtasks, customizable status workflows, custom fields, and saved data views.
- New
Contacts, companies, and a deal pipeline
Relationship management with interaction logs, company hierarchies, and a kanban deal pipeline.
- New
Native calendar and time blocking
EventKit calendar integration with meeting URL detection, calendar color sync, and drag-and-drop time blocks.
- New
Meeting recording and AI transcription
Automatic detection of Teams, Zoom, and Google Meet calls, with local Whisper transcription and AI-generated action items.
- New
Global quick capture
Cmd+Shift+Space from anywhere in macOS to capture an idea, a task, or a note.