Public Roadmap

PSA integration setup tests exactly what your API user is allowed to read, area by area, and names the exact setting to grant for anything unavailable. If a permission changes later, the affected sync pauses and your integration admins are notified.

The product and service catalog from your PSA is now a sync you control, with its own toggle in the setup wizard, feeding quoting and budget planning.

Client users see who takes care of them. A team menu in the top bar shows the team members assigned to their company, with the roles you choose to make visible.

Keep the selected project manager filter when opening a project and returning to the project list, with selections saved per company scope.

Sync project custom fields from ConnectWise, Autotask, and Halo, display their values, and filter projects by fields such as Projected Pod.

Restore missing ConnectWise project and phase ticket links so synced tickets appear on the correct project Kanban board.

Pax8 partner invoices in MSPortal with status, dates, totals, and balance, a running draft summary, and per-invoice line items broken down by customer.

Sync Simplesat surveys, questions, and every CSAT and NPS response into MSPortal's satisfaction reporting, with company mapping and quick match, and responses attributed to the technician who worked the ticket.

Update a contact's phone number directly from MSPortal and have the change reflected in your PSA. This keeps contact details accurate without needing to edit them separately in the PSA system.

Planner items can be created automatically from conditions detected in CIPP, such as SharePoint storage exceeding quota. This helps ensure important issues are tracked as actionable tasks without manual entry.

See the people assigned to a project, including roles like backend tech, onsite tech, engineer, account manager, and team resource, in one place under Projects. This view can draw on team assignment information from ConnectWise, making it easier to know who is working on a given project.

Create projects directly from MSPortal, including tickets and phases, and have them sync to your PSA. This lets you set up complete project structures without switching between systems.

Upload or paste a meeting transcript and have AI draft the meeting notes and action items for review, editing, and assignment before anything is added to the meeting or the client summary.

Huntress security awareness assignments, episodes, and completion rates in the Training module, with assigned episodes appearing as courses in each learner's own training library.

Scheduled reports will hold in a pending status until someone approves them, so they only go out once they've been reviewed. This gives you a chance to confirm accuracy and content before reports reach clients.

Link directly to a planner item and @mention an internal team member within any note or comment field. This makes it faster to reference related work and loop in the right teammate without leaving the note.

The integration company mapping page will show a status summary with counts of unmapped items at the top, making it easy to filter and focus on what still needs attention. Once an integration is fully mapped, it will display a clear "Nothing left to link" message instead of a dropdown, so it's obvious when mapping is complete.

Team activity lists every eligible account and active company whether or not it recorded an action, with Active and Not filters and per-company coverage columns.

Every onboarding portal shows completion speed and ownership by phase and by person, with overdue and blocked counts, oldest open task, and client portal access.

Sync company-mapped Salesbuildr quotes, line items, totals, and PDFs for your team and client portal users, and import Salesbuildr products into the budget catalog.

Roles expand into the specific views and actions behind each module: project views, ticket actions, calendar scope, and survey visibility are all separate grants.

Task and project status changes made on a Kanban board are written to Autotask, and records deleted in Autotask are cleared from MSPortal so project hour rollups match.

See project tasks, phases, and milestones on the calendar grid alongside meetings, PSA appointments, and changes, with a Schedule tab on every project.

Ticket templates can link to Microsoft Groups so clients see a dynamic, up-to-date list of groups when requesting a user be added. Admins can also control which groups appear in that list, keeping administrative groups hidden from client view.

Build forms with fields that pull their options directly from your documentation. For example, a software request field can be populated with the list of software items already documented in Hudu/IT Glue, keeping form choices aligned with your existing records.

Link a single integrations site to more than one company account, so related entities that share a Microsoft 365 tenant, such as a parent and child organization, can each see the same backup data under their own account.

Review company custom fields and saved values directly on the company overview without opening Edit Company.

Filter Cloud Licenses to show only licenses with available capacity greater than zero.

View company-mapped DNSimple domains in Cloud Domains with registrar details and Secondary indicators for domains absent from connected Microsoft 365 and Google Workspace tenants.

Ignore DNSimple domains that do not need mapping, exclude them from Unmapped and Quick Match, and restore them later from the Ignored view.

Mark companies as Compliance Required so staff must confirm client approval before authorizing supported company integrations.

Connect Adobe VIP Marketplace and see every client's Adobe subscriptions next to their Microsoft licenses in a unified Licensing page, with utilization, renewal dates, and CSV export. In beta.

Connect CIPP (the CyberDrain Improved Partner Portal) and bring Microsoft 365 security and configuration posture for every client into MSPortal, with a searchable posture view in the Microsoft 365 module. In beta.

Send feedback from the top bar, follow it on the new Roadmap page as it moves from idea to shipped, and reply in a two-way thread. Email updates arrive as your request is planned, enters development, and ships.

Turn compliance gaps into a managed risk register. Failed checks become tracked risks with a likelihood and impact score, an owner, a treatment plan, and a target date.

Give clients a booking link for the meetings you already run on a schedule. The booking page reads each company's review and compliance cadence, checks the host's calendar 12 months ahead, and creates the series in Outlook.

The full application, its emails, and its client portals available in Estonian, selectable per tenant, company, or user.

The full application, its emails, and its client portals available in Lithuanian, selectable per tenant, company, or user.

An assistant inside the Compliance module that answers questions, drafts notes, and prepares updates, scoped to the companies you have selected. Nothing changes without your approval.

Security awareness training, phishing simulation, and breach-risk metrics from Breach Secure Now, alongside Phin and Huntress SAT.

Health scoring rebuilt around evidence. A score appears only when there is enough current data behind it, and every score can be explained line by line.

Score each client's workload from touchpoints, seat size, urgency, and project load, and see every vCIO's book of business flagged as under, ideal, or over capacity.

Full Google Workspace support mirroring our Microsoft 365 capabilities: users and groups, licenses, domains, and daily security posture, with Microsoft and Google grouped under one Cloud section.

New tenants start in a guided Launch Center that builds a personalized launch plan rather than a fixed checklist. Already running? It is the quickest way to roll out one part of the platform.

Backup coverage and job health for Microsoft 365 and Google Workspace, synced from Kaseya SaaS Protection alongside your other backup vendors.

Target whoever is assigned to the triggering record, such as a training assignee or task owner, resolved at send time. Ticket rules can already target the ticket assignee today.

Warranty dates resolved in MSPortal now flow back into Hudu and IT Glue, so your documentation platform carries the same expiry data as your reports.

Client users can open their onboarding portals directly from the app. When an active portal is shared with their email, a My Onboarding item appears in their sidebar.

Choose the weekday a scheduled weekly rule runs on, rather than using a system-managed default.

The Integrations page groups multiple connections to the same provider, and providers with device sync share one mapping workspace.

Extend rule bundling beyond Open Ticket and Add to Planner so grouped Send Email, Send Survey, and In-App Alert actions consolidate their matches too.

In Planner templates it would be great if we could include costs, compliance checks, and other fields.

Give your clients MSPortal in their browser: their tickets, training courses, and AI chat, one click away. The install link is on the Extensions page under Settings.

Sync UniFi consoles, sites, and network devices so client network hardware sits alongside the rest of their estate.

Control which sign-in methods are offered per email domain, so each client sees only the authentication path you have approved for them.

The calendar rebuilt inside and out: every view redesigned, meeting drafts, dependable Microsoft 365 sync, and one clean invitation per meeting.

New guided playbooks for recurring MSP workflows, starting with cyber insurance renewals, joining the existing playbook library.

A controlled path for risky work. A technician requests a change from a ticket, the client approves, and the approved change lands on a shared calendar where conflicts and freeze windows are visible up front.

Ask the assistant about any ticket and have it draft the reply. Answers are grounded in the ticket's own history and your documentation.

DNsimple Integration would be great. They have an API. +Ability to map domains to customers as well as groups of domains that are labelled to a customer (see: [https://support.dnsimple.com/articles/labeling-domains/](<https://support.dnsimple.com/articles/labeling-domains/>))

Reorder, rename, hide, and pin the navigation so the sidebar matches how your team actually works.

Selecting a parent company in the report builder brings its child companies into the same report, so you can report on a whole company family at once.

Block editing rebuilt, and every block can now carry its own date range so a single report can mix last month, last quarter, and year to date.

Import/Export now covers every data type MSPortal manages, including contacts, meetings, agenda items, and attachments, so you can pull a complete extract whenever you want.

Build a budget from an existing spreadsheet instead of retyping it, and stop losing work in progress: budgets save as you go.

See exactly what changed on a ticket and when, plus a delivery log for every webhook your PSA sent us.

Network monitoring and management.

A guided library covering Best Practices and Security Frameworks, including 18 deep standard playbooks and 274 individual checks ready to run against your clients.

Describe the check you want in a single sentence and have it drafted for you, complete with scope, cadence, and pass criteria.

The documentation hub rebuilt around folder navigation, faster search, and a cleaner reading view.

Set a default language at the tenant, company, or individual user level, and let every email and portal follow it.

A plain-language summary at the top of every ticket, so a long thread can be understood without reading all of it.

Choose your region at signup. The EU is now fully self-service, with no migration request required.

Track compliance check completions across your team, for KPI and accountability reporting.

Service calls and scheduled appointments from your PSA appear on the MSPortal calendar next to meetings and change windows, so the day's real schedule is in one place.

Training completion, phishing simulation results, and risk scores from Phin, reportable alongside your other security data.

Turn Secure Score findings into tracked, assignable tickets so security gaps become managed work.

One person, one record, however many email addresses they use. Contacts merge instead of multiplying.

Connect your SimpleSat account to MSPortal so customer satisfaction surveys can be tied directly to your support tickets. This makes it easier to gather and review client feedback without leaving your existing workflow.

Point Claude, ChatGPT, Cursor, or Gemini straight at your MSPortal account through a secure remote MCP server and let it work across your whole portal.

The full application, its emails, and its client portals translated into 15 languages, selectable per tenant, company, or user.

Keep your tenant's data stored and processed in the European region, with complete feature parity with the US region.

Reusable forms, knowledge pages, and automated steps, assembled into a client-facing onboarding portal you can reuse for every new client.

Import configuration items from your PSA directly as devices, so PSA-tracked hardware shows up in your device estate and reports.

Managed EDR coverage, incidents, and agent health from Huntress, reportable next to the rest of your security stack.

Assign an owner to planner items the same way you do with tickets.

One-click invoice payment for your clients, with payment status flowing back into MSPortal.

Bring MSPortal into Teams so your team can check tickets, approvals, and client data without switching applications.

Targeting and cadence rebuilt from the ground up, so a schedule can say precisely which companies it covers and how often it runs.

Every PSA and RMM company link in a single grid. Companies down the rows, integrations across the columns, gaps visible at a glance.

Put your own brand through the product and every client-facing portal, email, and report.

Map Microsoft 365 licenses and PSA contract items directly to budgets.

The automation rule builder rebuilt around a cleaner wizard, with clearer conditions and fewer steps to a working rule.

Flag clients overdue for a review against the meeting cadence you have set for them, with last and next meeting visible in one cross-client view.

Write your own free-form account notes on any company, alongside the notes already synced from your PSA.

AI analysis over your ticket history that surfaces the recurring problems worth fixing, with an executive-first summary.

A single security dashboard pulling EDR incidents and posture from across your connected vendors.

Create and manage projects directly in MSPortal with no PSA connected.

Run an MSP with several offices from one tenant, with per-location settings, ticket display groups, and dashboard visibility.

Revenue broken down by client, service, and period, with drilldowns from any figure to the records behind it.

Hudu, IT Glue, NinjaOne, Acronis Cyber Protect, and Liongard, covering documentation, RMM, backup, and automated discovery.

Surface domain expiry dates synced from Hudu.

Client Health, Standards, and Financial Reporting brought together into one analytics suite built for MSP operations.

Press Cmd+K or Ctrl+K anywhere in the app to search across 14 categories and jump straight to what you need.

A guided, client-facing portal that walks a new client through everything you need from them.

Reports that read like a vCIO wrote them: the numbers plus the narrative explaining what they mean for the client.

Quotes and revisions synced from Quoter, visible alongside budgets and planner items.

Create a tenant and be running the same day, without waiting on a provisioning call.

Run projects on a board, with PSA project sync so the board and your PSA agree.

RESTful endpoints for your MSPortal data, so you can build custom workflows and connect your own tooling.

Rules that watch your data and act: open a ticket, add a planner item, send an email, or raise an in-app alert.

Build as many dashboards as you need, scope them per audience, and schedule reports off the same data.

Forecast budgets across multiple years, with the planner feeding real numbers into the forecast.

Extend MSPortal's data model with your own fields across devices, companies, users, compliance, goals, budgets, and planner items.

Learners earn a certificate on completion and can post it straight to LinkedIn.

Embed third-party applications directly in MSPortal so clients reach the tools you have chosen for them without leaving the portal.

In CloudRadial, we had something called Wifi approximation. In CR, users used to be able to see a devices location based on its wifi public IP. We didn't bring that feature over to msp because we didn't know how many people actually used it but we have a client specifically asking for it. Is this a feature that can be built into MSPortal?

We need a way to review a budget for year to date and how much of certain things have been spent.

Automation rules are shared across your whole team. Anyone with automation permissions can view and manage rules, regardless of who created them.