2
min read
Molly Johnson
Jul 2, 2025
This week’s updates include folders for your task templates and forms, a 'trash' view to easily restore deleted trips, and quality of life improvements to save you time and clicks! Let’s dive in.
You’ve been asking for this, and now it’s live: you can officially organize your forms and task templates using folders.
That means you can:
This mirrors the folder functionality already available in activity templates and emails. If you’re working inside a trip and add a task template, your task folders will now show up there too.
We’ve already seen hundreds of form folders created since launch, and it’s clear this is going to be a game changer for managing your libraries. Next up: folders in automation templates, itinerary templates, and workflows. Learn more.
Have you ever deleted a trip and immediately wished you hadn’t? You’re not alone. We’ve added a Trash view to your trips dashboard so you can restore any deleted trip within seven days—no need to message support.
Once restored, you’ll see a toast message with the option to jump straight into the trip. This small change is already saving advisors time and stress.
If you're managing a large team, this one’s for you. On the Team page:
This makes it much easier to manage and find specific team members, especially as more agencies grow into triple-digit rosters.
We’re nearing the finish line with our new rich text editor. It’s already in place in many parts of the product. Starting mid/late next week (or possibly the following week), you'll start seeing it rolled out to:
Once that’s complete, we’ll move on to Messages and Email. Learn more about our editor rollout and timeline here.
One important note: once this is rolled out to trips, if you edit trip or activity content using the new editor and republish your trip, the content will update for your clients as expected. However, travelers using an outdated version of the Tern mobile app may see some formatting issues with specific activities you edited.
To help with this, we’ll display a short message in the app encouraging those travelers to update their app. The content itself will still be visible and up to date - just not perfectly formatted until the app is updated. This change won’t affect travelers in offline mode or anyone who hasn’t had a trip republished recently.
We’ll share more details before this goes live, including more information on what your travelers will see. We’re rolling this out with care, since it affects some of the most visible areas of the product.
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That’s it for this week. We love hearing your feedback and ideas - keep them coming. And for those of you celebrating the Fourth of July, we hope you enjoy a well-earned long weekend.