---
title: March 2024 Release Roundup
description: See new product features and enhancements to the LinkSquares Cloud in our March 2024 Release Roundup.
image: https://release.linksquares.com/hubfs/Option%203%20(4).png
---
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---
Contract Lifecycle Management Create, review, manage and sign contracts Legal Project Management Centralize your work and keep projects moving Cross-product capabilities Get scalability, efficiency and connectivity LinkSquares Onboarding Experience A step by step guide to get started today
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Introducing: Agentic AI for Contract Management
Search, edit, and create contracts like never before.
[Learn more](https://linksquares.com/agentic-ai/)
Contract Lifecycle Management Create, review, manage and sign contracts Legal Project Management Centralize your work and keep projects moving Unified Capabilities Get scalability, efficiency and connectivity LinkSquares Onboarding Experience A step by step guide to get started quickly
[Finalize Streamline your contract creation process](https://linksquares.com/products/finalize/) [Sign Get your contracts executed faster](https://linksquares.com/products/sign/) [Analyze Your post-signature analytics & repository](https://linksquares.com/products/analyze/) [CLM Suite One platform to rule them all](https://linksquares.com/products/)
[Prioritize Manage, track, and report on legal work in one place](https://linksquares.com/products/prioritize/)
[LinkAI Predictive and generative AI](https://linksquares.com/ai/) [Agentic AI Smarter contracting with a multi-agent approach](https://linksquares.com/agentic-ai/) [Integrations Connect the tools you love](https://linksquares.com/integrations/) [Reporting Improve your teams efficiency with KPIs](https://linksquares.com/products/analyze/features/dashboard/) [API Integrate with any third-party app](https://linksquares.com/integrations/linksquares-api/)
[Onboarding We're here for you from day one](https://linksquares.com/onboarding-services/) [Services Short on time? We can help!](https://linksquares.com/services/) [Support Get answers to all of your technical questions](https://linksquares.com/contact-us/)
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[Crisis Management](https://linksquares.com/solutions/crisis-management/) [Contract Review](https://linksquares.com/solutions/contract-review/) [Contract Storage](https://linksquares.com/solutions/contract-storage/) [Data Privacy & Compliance](https://linksquares.com/solutions/data-privacy-compliance/)
[Deal Acceleration](https://linksquares.com/solutions/deal-acceleration/) [Mergers & Acquisitions](https://linksquares.com/solutions/fundraising-and-ma/) [Vendor Management](https://linksquares.com/solutions/vendor-management/)
---
DEPARTMENTS
[Legal](https://linksquares.com/solutions/linksquares-for-legal/) [Procurement](https://linksquares.com/solutions/linksquares-for-procurement/) [Sales](https://linksquares.com/solutions/linksquares-for-sales/)
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[](https://linksquares.com/events/product-spotlight-webinar-risk-revolution/)
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[About Us](https://linksquares.com/about-us/) [Careers](https://linksquares.com/careers/) [Events](https://linksquares.com/events/) [Partner Program](https://linksquares.com/partners/) [Press](https://blog.linksquares.com/tag/linksquares-news-press)
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[Previous Roundups](https://release.linksquares.com/)
# March 2024
Templated task workflows, a new Prioritize user role, and more!
As the frost begins to thaw, new updates are blooming across the LinkSquares Cloud. Enhance your task management with a new Prioritize user role and the ability to create templated workflows so your team never misses a beat. Plus, update your Salesforce Finalize app with the click of a button to unlock a whole host of new features. Read on to learn more.
## What’s new in legal project management?
## Automate task creation, ensuring a seamless, repeatable process each and every time.
Without repeatable workflows in place, your legal intake can get chaotic. Templates allow you to customize form questions to gather the information you need up front, and can be programmed with subtasks, attachments, and appropriate assignees that will populate upon task creation. Task submission has never been smoother.
**[Templates:](https://help.linksquares.com/hc/en-us/articles/21070899367575-Prioritize-Templates)** now available in Prioritize.
## Securely collaborate on Prioritize tasks with distinct user roles
Easily segment your work and keep sensitive tasks private with the new Member role. Prioritize Members are limited to seeing/modifying only tasks they’ve been assigned to, giving you the flexibility to work across your team without exposing any sensitive subject matter.
[Member Role in Prioritize:](https://release.linksquares.com/hubfs/Product-Collateral/LinkSquares%20Cloud%20User%20Roles%20and%20Licenses.pdf)[contact your CSM to learn more.](https://help.linksquares.com/hc/en-us/articles/1500005505662-Salesforce-Finalize-Drafting-and-Executing-Agreements-)
## What’s new in contract lifecycle management?
## Upgrade your Finalize App in Salesforce to access these recent enhancements:
- **See and manage the Pen Status from the SFDC agreement details page:** Now,sales can stay in the loop on an agreement’s progress, keep things moving by nudging the Pen holder, and pass the Pen back to legal without leaving Salesforce.
- **Simplify your search and selection for multi-select questions**: Easily find, select, and view selections for multi-select tokens and agreement questions with an intuitive dropdown menu.
- **Map Dynamic Follow Up Questions to Salesforce fields:** Map any Text field, Text area, Date questions to Salesforce fields to expedite contract drafting/requests. Mapping can be done on the Template Configuration page in SFDC.
- **Revert an agreement when in Done status:** Admins can now revert agreements back to any status other than Paused or Request Pending right from Salesforce.
Have your Salesforce Admin upgrade to the latest version of the Finalize App in Salesforce right from the [AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000HPN9hUAH&tab=e). For additional information, check out the Knowledge Base:
- [Upgrading the Salesforce Finalize Package](https://help.linksquares.com/hc/en-us/articles/7409742262167-Upgrading-the-Salesforce-Finalize-Package)
- [Salesforce Finalize AppExchange FAQ](https://help.linksquares.com/hc/en-us/articles/19453218359575-Salesforce-Finalize-AppExchange-FAQ)
## Want to learn more about the LinkSquares Cloud? Check out the new LinkSquares Academy!
Get the most out of LinkSquares with [The LinkSquares Academy,](https://academy.linksquares.com/) our educational platform that offers product overview courses, on-demand spotlight webinars, monthly release notes, and more.
## Subscribe to the LinkSquares Release Roundup
Get the most out of your CLM and stay up to date on new product features and enhancements to the LinkSquares platform.
- [Products](https://linksquares.com/products)
- [LinkSquares Cloud](https://linksquares.com/products/linksquares-cloud/)
- [Prioritize](https://linksquares.com/products/prioritize/)
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- [Sign](https://linksquares.com/products/sign)
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- [Reporting](https://linksquares.com/products/analyze/features/dashboard/)
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- [Agentic AI](https://linksquares.com/agentic-ai/)
- [Services](https://linksquares.com/services/)
- [Solutions](https://linksquares.com/solutions)
- [Crisis Management](https://linksquares.com/solutions/crisis-management/)
- [Contract Review](https://linksquares.com/solutions/contract-review/)
- [Contract Storage](https://linksquares.com/solutions/contract-storage/)
- [Data Privacy & Compliance](https://linksquares.com/solutions/data-privacy-compliance/)
- [Deal Acceleration](https://linksquares.com/solutions/deal-acceleration/)
- [Mergers & Acquisitions](https://linksquares.com/solutions/fundraising-and-ma/)
- [Vendor Management](https://linksquares.com/solutions/vendor-management/)
- Departments
- [Legal](https://linksquares.com/solutions/linksquares-for-legal/)
- [Procurement](https://linksquares.com/solutions/linksquares-for-procurement/)
- [Sales](https://linksquares.com/solutions/linksquares-for-sales/)
- [Resources](https://linksquares.com/library)
- [LinkSquares+](https://linksquares.com/plus)
- [Blog](https://blog.linksquares.com/)
- [Cockpit Counsel](https://linksquares.com/cockpit-counsel-series)
- [Customer Stories](https://linksquares.com/customers)
- [Demo Library](https://linksquares.com/demo-library)
- [Events & Webinars](https://linksquares.com/events)
- [In-House Insights](https://linksquares.com/inhouse-insights/)
- [Knowledge Base](https://help.linksquares.com/)
- [The Library](https://linksquares.com/resources)
- Company
- [About Us](https://linksquares.com/about-us)
- [Careers](https://linksquares.com/careers)
- [Contact Us](https://linksquares.com/contact-us/)
- [Onboarding](https://linksquares.com/onboarding-services/)
- [Partner Program](https://linksquares.com/partners)
- [Pricing](https://linksquares.com/pricing/)
- [Press](https://blog.linksquares.com/tag/linksquares-news-events)
- [Recognition](https://linksquares.com/recognition/)
- [Support](mailto:support@linksquares.com)
- [Why LinkSquares](https://linksquares.com/why-linksquares/)
#### LINKSQUARES, INC.
60 State St.
Suite 1200
Boston, MA 02109
[617-681-8552](tel:617-681-8552)
[salesinfo@linksquares.com](mailto:salesinfo@linksquares.com)
© 2026 LinkSquares, Inc.
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- [Status](https://linksquares.statuspage.io/)
- [Your Privacy Choices](https://go.linksquares.com/linksquares-do-not-sell-or-share-personal-data)
- 
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