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This release brings four updates to help you keep notes accessible, stay on top of inactive deals, analyze dealflow with more control, and move through everyday workflows with fewer steps.

1. Notes Dashboard

Access notes across your organization from one dedicated view.

The new Notes Dashboard is now available in the Utilities section of the new Taghash interface. You can view notes beyond individual deals, portfolio companies, funds, and contacts without opening each record separately.

The All Notes tab brings your organization’s notes into one comprehensive list. You can further view them by:

• Deals
• Portfolio companies
• Funds
• People contacts
• Organization contacts

You can also sort notes alphabetically, by the date they were modified, or by the date they were added.

This gives you one place to find and review notes while keeping the original workflow context connected.

2. Stale Deal Reminders

Stay on top of deals that have not seen activity for a defined period.

You can now configure stale deal reminders from the notification settings. When a deal assigned to you has had no activity, Taghash can send a reminder based on the conditions you set.

You can configure reminders using criteria such as:

• Category
• Deal stage
• Workspace
• Custom field
• Assignee
• Referral medium
• Added by
• Added on

Additional filters can also be applied to narrow the set of deals covered by the reminder.

You can define how many days of inactivity should pass before a reminder is sent, along with the interval after which reminders should pause.

This helps you bring inactive opportunities back into view and maintain greater discipline across your deal pipeline.

3. Dealflow BI Improvements

Get more control over how you analyze, review, and share dealflow data.

Dealflow BI now includes a set of improvements across dashboard configuration, time-based analysis, charts, and reporting.

You can now:

• Edit charts that have already been added to a dashboard
• Use Last active and Last opened alongside Created at for time-based analysis
• Set an As on date to review charts and analysis up to a specific date
• Download the complete dashboard as a PDF
• Send the dashboard directly to relevant stakeholders by email
• Group chart data on a biweekly basis
• Reposition the X and Y axes within pivot configuration
• View a total row in table charts

These updates give you more flexibility in how deal activity is analyzed and presented, while making recurring reviews and stakeholder reporting easier to manage.

4. New UI Improvements

The latest interface update introduces seven changes designed to reduce friction across common Taghash workflows.

You can now:

• Collapse or expand the sidebar on individual deal pages
• Add or edit company logos on deal records
• Use keyboard shortcuts for common actions and start typing immediately when a popup opens, with input fields automatically brought into focus
• Add richer notes with text formatting and link previews

These changes reduce repeated clicks and make it easier to move through deal records, tables, notes, and everyday actions across the platform.

Read more: How 6 UI Improvements Can Improve Your Dealflow Experience 

Team Note

We rolled out these updates to help you keep more of your day-to-day dealflow work connected inside Taghash.

We hope these updates save you time, reduce manual effort, and help you move work forward faster.

Log in to Taghash, explore the latest updates, and tell us what you would like us to improve next.

- The Taghash Team

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