Rize Release Notes

FILTERS

The new reports include a robust filtering system to help you find exactly the data you need.

• Search - Free-text search across all report data to quickly find specific entries
• Clients - Filter by one or more clients to see time allocated to specific client work
• Projects - Narrow down to specific projects within your selected clients
• Tasks - Drill down to task-level detail to see time spent on individual work items
• Team Members - Filter by specific team members to view individual or group contributions

Combine multiple filters to create highly specific reports. For example, filter by a specific client and team member to see how much time that person has spent on that client's work.

DIRECT CSV DOWNLOAD

Reports can now be downloaded directly as CSV files without requiring an email delivery.

How to Download

• Configure your report filters to show the data you need
• Click the Download CSV button in the report toolbar
• The file will download immediately to your browser's default download location

CSV Contents

• Date and time of each entry
• Client, project, and task names
• Team member name
• Duration
• Notes and descriptions
• All relevant metadata

The CSV export now uses your local timezone, ensuring consistency between what you see in the report and what appears in the exported file.

SHARE REPORTS VIA EMAIL

Share reports with stakeholders, clients, or team members directly from Rize.

Sharing a Report

• Configure your report with the desired filters and date range
• Click the Share button in the report toolbar
• Enter one or more email addresses
• Add an optional message to accompany the report
• Click Send

What Recipients Receive

• A formatted email with a summary of the report
• An attached PDF or CSV file (based on your selection)
• A link to view the full report (for Rize users)

SCHEDULED REPORTS

Automate your reporting workflow by scheduling reports to be delivered on a recurring basis.

Setting Up a Scheduled Report

• Configure your report with the filters you want to apply regularly
• Click the Schedule button in the report toolbar
• Choose Daily to receive a report every day at your specified time
• Enter the recipient email addresses
• Click Save Schedule

Managing Scheduled Reports

• View all scheduled reports from Teams > [Team Name] > Settings > Scheduled Reports
• Edit or delete existing schedules at any time
• Pause schedules temporarily without deleting them

Daily scheduled reports are perfect for managers who want to start each morning with an overview of the previous day's team activity.

PDF IMPROVEMENTS

The new reports include several PDF enhancements for better presentation and usability.

Landscape Option

Reports can now be generated in landscape orientation, providing more horizontal space for wide tables with many columns, timeline visualizations, and charts.

• Click Export PDF in the report toolbar
• Select Landscape from the orientation dropdown
• Click Generate

Merged Yearly PDFs

For annual reviews and long-term analysis, generate merged yearly PDFs that combine monthly data into a single comprehensive document.

• Data is organized by month for easy navigation
• Table of contents included for quick jumping between sections
• Consistent formatting throughout the document

Time Entry Table Wrapping

Long descriptions and notes now wrap properly within table cells, ensuring no truncated text, better readability, and a professional appearance for client-facing reports.

BEST PRACTICES

For Team Managers

• Weekly Reviews - Schedule a weekly report to review team productivity trends
• Client Billing - Use client filters to generate accurate billing reports
• Resource Planning - Compare time allocation across projects to identify bottlenecks

For Billing and Invoicing

• Filter by client and date range matching your billing cycle
• Download CSV for import into your accounting software
• Use PDF exports for client-facing invoices with a professional appearance

For Project Analysis

• Filter by project to see total time invested
• Compare against estimates to track project health
• Identify which team members are contributing to which areas

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NEW

New Team, Client, and Project Reports

We've completely rebuilt reports in Rize with powerful new capabilities for filtering, exporting, and scheduling.

• Filters - Search, filter by clients, projects, tasks, and team members
• Direct CSV Download - Download reports instantly without waiting for email delivery
• Share Reports - Send reports via email to stakeholders and clients
• Scheduled Reports - Automate daily report delivery
• PDF Improvements - Landscape orientation, merged yearly PDFs, and better table formatting

Activity View Redesign

The Activity view has been redesigned with a new header that puts key actions and information at your fingertips.

• Integrated Search Bar - Quickly search through your activity entries
• Date Navigator - Navigate between days with intuitive controls
• Tracking Status - See your current tracking status at a glance
• Quick Actions - Click on any activity entry for quick actions like categorizing and creating keywords

Timeline Improvements

We've enhanced the Timeline with better interactivity and information display.

• Time Entry Popup - Click on any time entry to reveal a detailed popup with entry information
• Session Popup - Click on sessions to view focus metrics, categories, interrupters, and your session rating
• Keyboard Navigation - Navigate between timeline events using keyboard shortcuts for faster workflow

Team Features

• Team Settings Link - Quick access to team settings from the sidebar
• Reorganized Sidebar Navigation - Improved navigation structure for easier access to team features

Categories

• Create Category Modal - New polished modal for creating categories with improved settings view

FIXES

Task Form

• Default assignee is now automatically set to the current user when creating a new task

CSV Export

• Fixed timezone mismatch between report totals and CSV export data

Profitability Report

• Excluded deleted clients from profitability calculations

Theme Toggle

• Fixed theme switching for both web and Electron applications

Hourly/Cost Rates

• Allow deletion of rates in the team members table

WHAT'S NEXT

We're continuing to improve Rize with more features and refinements:

• More report customization options
• Enhanced team collaboration features
• Performance improvements across the platform

More updates coming soon.

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We've upgraded our support experience by switching from HelpScout to Featurebase - a modern platform for support, feedback, and feature requests.

What's New

• In-app support widget - Get help without leaving the Rize dashboard
• Multiple contact options - Choose between Support, Feature Request, or Bug Report
• Public roadmap - See what's planned, in progress, and recently shipped
• Vote on features - Upvote the features you want to see built next

How to Access

In-App Widget: Click the help button in the bottom-right corner of your Rize dashboard to open the support widget.

Public Portal: Visit rize.featurebase.app to browse the roadmap, submit ideas, and track your requests.

Why Featurebase?

Featurebase gives us a better way to:

• Track and prioritize feature requests from the community
• Keep you updated on the status of your requests
• Share our roadmap publicly so you know what's coming
• Collect structured feedback to improve Rize faster

Your Feedback Matters

We read every piece of feedback. If you have ideas for how to make Rize better, we'd love to hear from you:

Visit Featurebase Portal

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We're excited to introduce CSV Import & Export - a powerful new way to bulk manage your clients, projects, tasks, and team members in Rize.

What You Can Do

• Import clients, projects, tasks, and team members - Quickly onboard large amounts of data from spreadsheets or other tools
• Batch update existing records - Make bulk changes by exporting, editing, and re-uploading your CSV
• Download pre-populated templates - Get CSV templates with your existing data already filled in
• Fast bulk changes - Export your data, make edits in your favorite spreadsheet app, and re-upload

How It Works

1. Navigate to Import
   Go to your Clients, Projects, Tasks, or Team Members page and click the Import button in the top right.

2. Download Template or Upload CSV
   You can either download a blank template or export your existing data as a starting point. The template includes all required columns with helpful headers.

3. Edit Your Data
   Open the CSV in Excel, Google Sheets, or any spreadsheet app. Add, update, or remove rows as needed.

4. Upload and Review
   Upload your edited CSV. Rize will validate the data and show you a preview of changes before applying them.

CSV Fields by Type

Clients: Name, Keywords, Billing Type, Hourly Rate, Retainer Amount, Hours Included
Projects: Name, Client, Keywords
Tasks: Name, Project, Assignee Email, Keywords
Team Members: Name, Email, Role, Hourly Rate, Cost Rate

Limits

• Maximum file size: 5MB
• Records are processed in batches for reliability
• Existing records are matched by name (case-insensitive)

CSV Import & Export makes it easy to migrate data from other tools, onboard new team members in bulk, or make sweeping changes to your workspace configuration.

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Why Profile-Based Tracking?

The Rize Chrome extension now supports profile-based tracking - making it easy to distinguish activity across different Chrome profiles.

Many people use separate Chrome profiles for different contexts:

• Work vs Personal - Keep work browsing separate from personal browsing
• Client-Specific Profiles - Use dedicated profiles for different clients or projects
• Multiple Accounts - Manage different Google accounts or login contexts

Previously, Rize would track all Chrome activity the same way, making it hard to distinguish which profile you were using. Now you can tag each profile with a custom name.

How It Works

1. Click the Rize Extension Icon
   In any Chrome profile, click the Rize extension icon in your toolbar to open the popup.

2. Enable Custom Profile Name
   Toggle on "Include custom name in window title" and enter a name for this profile (e.g., "Work", "Personal", "Client-ABC").

3. Profile Name Appears in Window Titles
   The profile name will be appended to browser window titles, allowing Rize to distinguish activity from different profiles.

Example:

Instead of:
Google Docs - https://docs.google.com

You'll see:
Google Docs - Work - https://docs.google.com

Use Cases

• Automatic categorization - Create tracking rules that match the profile name keyword
• Better reporting - Filter time entries by profile to see time spent in each context
• Client tracking - Easily attribute browser time to specific clients

Settings Are Per-Profile

Each Chrome profile stores its own settings independently. Set up a different name in each profile, and Rize will track them separately.

To get started, make sure you have the latest version of the Rize Chrome extension installed.

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NEW

CSV Import & Export

• Import clients, projects, tasks, and team members via CSV
• Batch update existing records using CSV
• Download CSV templates pre-populated with your existing data
• Export your data, make edits, and re-upload for fast bulk changes
• Import file size limit: 5MB

Chrome Extension - Profile-Based Tracking

• Set and store a custom name per Chrome profile
• Easily distinguish activity across work, personal, or client-specific profiles
• Append a custom keyword to the window title per profile
• Ideal for tracking work vs personal or client-specific browsing

Support Platform Update

• Replaced HelpScout with Featurebase for support, feedback, and bug reports
• New in-app widget with Support, Feature Request, and Bug Report options
• View what's planned, in progress, and shipped at rize.featurebase.app

IMPROVEMENTS

Task Assignee Handling

• Tasks can now have a blank assignee when none is detected
• No longer defaults the creator as the assignee incorrectly
• Supports assigning tasks to other team members correctly

Improved Task Search & Creation

• New task search modal with filters for client, project, and status
• Faster scrolling and easier discovery
• AI-powered task suggestions based on recent activity
• Quick-create tasks directly from the search modal
• Filter tasks by workspace/team

ClickUp & Linear Improvements

• Subtasks now include the parent task name for better clarity
• Imported ClickUp data is now properly deleted when unselected in Settings
• Clients, projects, and tasks are fully cleaned up when removed
• New sync status badges show whether a ClickUp team is syncing, succeeded, or failed

API Updates

• Added billable field to public API time entry mutations

FIXES

Breaks & Distraction Blocker

• Break windows now appear on all monitors
• Improved handling across multi-monitor setups

Billing & Rates

• Decimal values now allowed for cost rates and hourly rates

API Data Visibility

• API now returns all visible clients, projects, tasks, and time entries
• Data returned is based on the user's role: Admins see all workspace data, Members see all data they have access to
• Previously limited to data created by the API key owner

Timezone Fix

• Fixed time zone bug with Asia/Rangoon

AI & Platform Fixes

• AI split suggestions now default to two segments (faster and more accurate)
• Fixed the GraphQL Playground at api.rize.io/api/v1/graphiql

BETA

New Home Layout

• Testing a refreshed Home layout focused on faster access to what matters most
• Toggle it on from the top-right menu in your dashboard
• Early preview - feedback welcome

AI Categorization by Keyword (Exact Matching)

• Create time entry candidates using exact keyword matches for clients, projects, and tasks
• Supports very short entries (down to 1 minute)
• Ideal for highly precise, rule-driven categorization
• How to enable: Settings > Time Entries > Enable "Use client/project/task keyword matches for time entry candidates"

WHAT'S NEXT

We're continuing to make Rize more flexible, customizable, and extensible:

• Customization to support different use cases
• Feature modularization - disable features you don't use
• More custom views for faster insight
• Major performance and infrastructure improvements
• Continued investment in API extensibility and automation

More updates coming soon.

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Time Entry Suggestions 2.0

We’ve rebuilt Time Entry Suggestions from the ground up to make time tracking effortless — powered by AI, privacy-first data, and deep integrations.

How Rize Works

Rize automatically tracks your in-focus window — the app or browser tab you’re actively using.
We never capture content or screenshots, ensuring a privacy-first experience.
Your activity is condensed into Activity Blocks, and Rize’s AI:

• 1️⃣ Groups similar work into similar chunks of work.
• 2️⃣ Annotates those chunks with clear titles and descriptions.

From there, Rize generates Time Entry Suggestions — AI-powered drafts showing exactly what you worked on and for how long.
You can review and approve these from your Suggestions Inbox using one click or keyboard shortcuts.

Smarter Tagging with AI + Keywords

Rize combines your keyword rules with AI understanding to automatically assign:

• Clients by company names, domains, and URLs
• Projects by window titles, filenames, or app context
• Tasks by task names or IDs from connected tools

If you’re using ClickUp or Linear, Rize also considers due dates, priorities, and activity to deliver pinpoint accuracy.

Integrations & Workspaces

When you approve a suggestion, Rize creates a Time Entry and shares it with the workspace you choose — personal or team.
If that entry links to a ClickUp task or Linear issue, Rize automatically syncs it back with your AI-generated title, description, and duration.

Advanced Controls

In Settings → Coach, you can:

• Enable Auto-Approve mode
• Adjust Target Size for suggestions length
• Change Language of suggestions

You can also merge, split, or regenerate suggestions for perfect accuracy.

Why It Matters

With Time Entry Suggestions 2.0, Rize now:

• ✅ Tracks work privately and intelligently
• ✅ Generates detailed, readable summaries
• ✅ Tags clients, projects, and tasks automatically
• ✅ Syncs seamlessly to ClickUp and Linear
• ✅ Lets you review your entire day in under a minute

This is another big leap toward fully automated time tracking — smarter, faster, and built around your workflow.

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If you're running Rize version 2.0 on macOS and experiencing performance problems, please reinstall the app. We’ve seen issues when the Intel-chip installer was used instead of the Apple Silicon (M-Chip) version on machines with Apple Silicon.

Steps to fix

• Go to our download page: app.rize.io/downloads
• Choose the correct installer:
  • For Macs with an Apple Silicon chip (M1, M2…), select “macOS (M-Chip)”.
  • For Intel-based Macs, select “macOS (Intel Chip)”.
• Uninstall the current version of Rize (if you prefer) or overwrite with the correct installer.
• Launch the app and check for smoother performance.

Why this matters

• Apple Silicon (M-Chip) Macs use a different architecture than Intel Macs, and running the Intel version via emulation (Rosetta) can degrade performance.
• Installing the correct native version ensures Rize runs optimally, taking full advantage of your hardware.

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Rize Workspaces are here — the easiest way to automatically track time across clients, projects, and tasks for your entire team or agency.

Workspaces give your organization a productivity boost without micromanagement or employee monitoring. You get complete visibility into billable hours, client ROI, and project performance, all while keeping privacy first.

Key Features

• Shared Clients, Projects & Tasks
  Keep your entire team aligned with shared clients, projects, and tasks that automatically connect tracked time across everyone in your workspace.
• ClickUp & Linear Integration
  Connect your workspace to ClickUp or Linear to automatically sync tasks and track time to the right client or project.
• Dashboards & Reports
  Understand exactly how your team spends time. View billable vs. non-billable hours, client and project breakdowns, and export reports to CSV or PDF.
• Privacy-First & Opt-In
  Team members always have control. Rize never shares app or website data — only approved time entries. There’s no monitoring, screenshots, or micromanagement.
• Your Agency on Auto-Pilot
  Fully automate time tracking, reporting, and insights so your team can focus on what matters most.

Rize Workspaces is built for modern teams and agencies that value trust, autonomy, and productivity.

👉 Try Rize Workspaces today

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Rize update highlights

Rize just got smarter at understanding how you work.

With this update, every Time Entry Suggestion now includes Client, Project, and Task suggestions, so your time is automatically organized with minimal effort.

You can review and accept these suggestions with a single click — and if your workspace is connected to ClickUp, accepted entries are automatically synced back to your ClickUp account.

Time Entry Suggestions

To make Rize even more accurate, you can now add keywords to your Clients, Projects, and Tasks. These keywords act as signals for Rize’s AI, helping it recognize when you’re working on a specific client or project.

Keywords for Clients, Projects, and Tasks

For example, adding “https://rize.io/client-y” or "Client y" to a client helps Rize understand that activity in Meta Ads belongs to that client automatically.

Learning and automation

Over time, Rize learns from your accepted entries and gets smarter, reducing the need for manual tagging altogether.

This update is another step toward our goal of fully automated, intelligent time tracking.

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