Wondering what's new with Lifecycle Manager? Check back here every month to get the scoop on ⭐️ new releases, 💪🏻 software improvements, 🗑️ deprecated features, and 🐞 bug fixes.

April 2026

New Features:

• Saas Management (Lifecycle Manager X)
  See which desktop, SaaS, and AI applications clients are using so you can uncover shadow IT, spot unused or underused apps, and bring SaaS insights into QBRs and renewal conversations.
• Breach Secure Now Deliverable integration
  Add a Breach Secure Now security awareness training page to your Deliverables so secure scores, phishing results, training completion, and dark web monitoring appear in a dedicated security report for your clients.
• SmileBack CSAT integration
  Sync SmileBack CSAT survey results into Lifecycle Manager Analytics to track client satisfaction alongside existing service quality and engagement metrics.
• Autotask CSAT integration
  Bring Autotask ticket survey results into Client Analytics to track CSAT trends alongside service quality and engagement metrics.
• Halo CSAT integration
  Bring Halo ticket survey results into Client Analytics so you can track CSAT trends for Halo-supported clients alongside your other service and engagement metrics.
• Initiative templates management
  Initiative templates can now be centrally managed in settings, making it easier to standardize reusable initiative patterns, update them in one place, and apply them consistently across clients.

UI updates:

• Client Profile Navigation update
  The Client Profile navigation has been reorganized into clearer sections.

March 2026

New Features:

• Client Access Groups
  Restrict which clients each user can see in global views by assigning them to Client Groups.
• Contract auto-sync settings
  Control how contracts sync from your PSA into Lifecycle Manager with new auto-sync settings, so you can decide which contracts should update automatically.
• KnowBe4 Deliverable integration
  Add a KnowBe4 Security Awareness Training page to Deliverables so training results appear in your QBRs.
• Acronis Integration
  Connect Acronis to ScalePad to bring Acronis backup coverage into Lifecycle Manager.
• In-app product tours and onboarding checklists
  Follow guided tours and checklists in-app to learn key Lifecycle Manager workflows.

Software improvements:

• Microsoft 365 naming updates
  Updated Saas labels and navigation to Microsoft 365 throughout Lifecycle Manager.

Deprecated Features

• Main Dashboard deprecation
  The legacy Main Dashboard has been removed. As of March 25, 2026, any links or bookmarks that previously opened the main dashboard now redirect to the Client List. Client dashboards at the individual client level are unchanged and remain available.

February 2026

New Features:

• Simplesat integration & NPS in Client Analytics
  • You can now connect Simplesat to Lifecycle Manager to sync NPS survey results into Client Analytics, surfacing NPS scores and related client‑experience metrics in a dedicated engagement view for your Lifecycle Manager X client.

Software Improvements

• Deliverables V2 updates
  • Assessment item drill down 
    Click into Assessment categories to reveal specific Assessment items.
  • Clickable Initiative Modal
    Click an Initiative in the Roadmap or Goals view to open the Initiative modal, showing details like executive summary and budget without navigating away.
  • Add multiple of the same report
    A single Deliverable can now include multiple Assessments, Budgets and Roadmaps.
     
• Per unit line items in Initiatives and budget
  • You can now add per-unit line items to Initiatives, and see those values calculated and displayed correctly in Budgets, so you can quote work on a per‑seat or per‑device basis with accurate totals.
     
• Create PSA tickets from assessment items
  • From the Assessment results page, you can now create a PSA ticket directly from an individual assessment item.
     
• Global Analytics - Segment Filter
  • Global Analytics now includes a segment filter, so you can view dashboards by segment and compare performance across different groups of clients.
     
• Client Analytics - Client Engagement tab
  • Each client now has a Client Engagement tab in Analytics, bringing together engagement and experience metrics (including NPS with Simplesat integrations) so you can see how actively a client is interacting with you. 

Deprecated Features

• ITAD marketplace sunset
  • IT Asset disposal was officially removed from the Marketplace on February 17th, 2026.
  • Existing ITAD orders will be processed, but no new ITAD requests can be created in Lifecycle Manager

January 2026

New releases:

• Deliverables V2 (Lifecycle Manager X)
  Deliverables have been significantly enhanced into a modern, web-based QBR presentation and reporting experience for your Lifecycle Manager X clients.
  
  This release also introduces Deliverables Integration, with native report pages for Cork, Huntress EDR, and IT Glue, so key third-party insights can be included directly in the QBR story without the need for screenshots or manual imports.
   
• Global Analytics (Lifecycle Manager X)
  A new Global Analytics view, accessible from the Global dropdown in Lifecycle Manager provides cross-client dashboards for Service Quality, Client Experience, and Client Engagement, helping you spot trends and outliers across all your Lifecycle Manager X clients.
   
• Lifecycle Manager and Quoter integration
  A new Quoter integration connects quoting activity directly to planning in Lifecycle Manager. You can now link existing Quoter Quotes to Lifecycle Manager Initiatives and see associated quote details from the initiative, helping keep sales and strategic plans in sync.
   

Software improvements:

• Navigation update: Strategy -> Global
  The Strategy menu in Lifecycle Manager has been renamed to Global to better reflect its cross-client focus.