We've added a "New Task" button to the right-hand side panel under the "Tasks in this review" section. When clicked, this button opens a task creation popup, allowing review participants to define action items directly during the review process.

By default, the user who opens the modal is set as the task owner, making it easier to assign follow-ups for post-review actions such as approvals, development items, or managerial tasks.

You can now set tasks to repeat monthly, giving you greater flexibility in managing recurring work. Just like weekly tasks, monthly recurrence can be customized to fit your schedule:

🔧 Available when creating or editing a task

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roadmap

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You can now customize directly within the review template settings! This new flexibility allows admins to tailor the review process based on their organizational needs.

🔧 Navigate to Reviews > Templates > Goal-Related Questions to apply this setting.

We’ve enhanced the Admin Center by adding a new "" field to the "" page. This addition allows administrators to easily view and manage users' mobile phone numbers directly within the platform.

The "" attribute is now , ensuring that any updates made in Microsoft 365 are automatically reflected in the Admin Center. This integration helps streamline communication and keeps user information consistent across systems, reducing manual updates and potential errors.

We’re committed to improving your administrative experience and providing tools that make managing your team more efficient. This update is part of our ongoing efforts to enhance data accuracy and ease of use within the platform.

We’re excited to introduce Teamflect’s new “See Team Insights” feature, designed to help managers and admins better understand team performance. Located in the Reviews module, it allows direct comparison of reviewer ratings, AI-generated performance summaries, and detailed metrics like 9-box evaluations and custom criteria.

Use it to identify high performers, uncover skill gaps, plan succession, and drive accountability through clear, data-backed insights. With this tool, you can make smarter, more strategic decisions to elevate your team’s success.

Start exploring Team Insights today to maximize your team's potential with actionable, real-time performance data.

📘Read the full guide

here

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We've upgraded the Goals Module Dashboard with a new "Show Filters" feature, providing more control and flexibility in tracking and managing goals.

"Show Filters" Panel to easily refine your goal view by filtering based on:

These filters can be combined to tailor your dashboard view to your specific needs.

📘 Read the full guide

We’ve introduced a dedicated AI Settings page under Admin Center > Settings to help admins manage Teamflect’s AI-powered features more easily and transparently.

This update provides better visibility and control over AI features for organizations that want to customize or limit AI usage in their workflows.

📘 Read the full guide

You can now connect Excel files directly to your Teamflect goals! This powerful update lets you automatically update your goal progress by linking a specific cell in an Excel file stored in your OneDrive or SharePoint.

Here’s what you can do:

⚙️ Set up a from a cell in Excel

🔁 from Excel without manual edits

This feature is perfect for teams tracking metrics like KPIs, budget, or completion rates in spreadsheets. Once set up, progress is pulled straight from your Excel file—no more copy-pasting!

ℹ️ Note: This step must be completed by a Teamflect Administrator.

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Learn how to set it up

Teamflect has launched its Power BI Connector, enabling organizations to seamlessly export key data, such as Goals, Reviews, Feedback, Recognitions, and Tasks, into Power BI for advanced reporting and analysis. This integration allows for deeper insights into employee performance and engagement metrics. Installation requires Power BI Desktop, a Teamflect API Key, and the Teamflect.mez connector file. Once set up, users can access structured tables with built-in relationships, facilitating efficient data modeling.

⚠️This feature is included in the and can be trialed for 30 days, free of charge. Click

here

to learn how to start a trial.

👉

here

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Teamflect now integrates with leading HRIS platforms, enabling seamless synchronization of user attributes directly into Teamflect. This integration streamlines onboarding and ensures real-time employee data updates.

⚠️

here

To set up the integration, ensure consistent email addresses across platforms, select your HRIS provider, authenticate, and configure user attributes to sync from the connected HRIS system.

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Read the full setup guide here

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