Toolio Product Updates: Oct 25, 2021

April 1, 2022

What's New

Data & Imports Page Relocated to Settings 

Data & Imports page has retired! To streamline the user experience, the Models section has moved to the main navigation menu as Master Data and the rest of the Data & Imports sections (Data Management & Imports) has moved to the Settings page. 


Saving Plan Year for Views 

Previously, Toolio defaulted to the current year as the Plan Year whenever you open up a view. With our new update, whenever you save a view, the selected Plan Year is also saved to the view. 

Feature Requests & Toolio's Roadmap

Be sure to check out our Roadmap for other planned features and updates to Toolio. Is there a feature you think would be a great addition? Let us know here!


Angela Qiu
Onboarding & Implementation Specialist