Product Enhancements – Release Notes April 2024

We are happy to announce some new enhancements & fixes:
(Last Release – April 27, 2024)

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Metrics

• UI Enhancement: “Linked Projects” now displays counts for each project group and features collapsible/uncollapsible sections in both the goal and metric pop-ups.

• Enhancement: Updated new task modal in Metrics to display selected project and group, and added ability to create a new project from the modal.

• Enhancement: Users can now enable and edit parent metric’s target settings when selecting sum or average of sub metrics mode in the metric modal within metrics.

• Enhancement: Expanded Metric Calculations with additional options beyond ratio, including multiplication, subtraction, and addition.

• Enhancement: Submetrics linked for sum of sub metrics, average of sub metrics, or data calculation methods are now displayed beneath the data table in metric Data.

• UI Enhancement: Labels for all info popups such as Title, Owner, and Category are now bolded for improved visibility.

Metric Bowling

• NEW feature: Added grouping by input frequency option to Metric Bowling chart.

• NEW feature: Introducing a sorting dropdown feature in Metric Bowling View for both ‘A to Z’ and ‘Z to A’ sorting options.

Charts

• Enhancement: Metric modal’s Charts tab now includes a dropdown to filter data on reasons for missing target for Last 30, 60, or 90 days.

• Enhancement: Enabled editability of pareto and notes by metric editors in parent metrics for consistent access.

New Idea 

• Enhancement: Enhancement: Added custom fields to the ‘Charter’ tab in workflow popups, introduced a toggle icon for showing/hiding fields on the idea form page, and now display only selected fields when changing workflows on the new idea page.

• UI Enhancement: Added red asterisks to indicate required fields in the New Idea form, ensuring consistency and clarity.

Idea Funnel

• UI Enhancement: Changed shelved ideas from displaying as “Rejected ideas” to “Shelved” in the idea funnel tab label.

Projects

Headers

• Enhancement: Project task count pop-up will display the number of past due tasks for each user and provide a total count for the entire project.

Charter Tab

• Enhancement: Added cross button for deleting number type custom field from project charter.

Tasks

• Enhancement: Added “Add New Team Member” option in project task assignment user list, directing users to the team tab.

• Enhancement: Added functionality on task page to filter by clicking on tags and included an “x” to remove tags directly from the task UI without opening the tag modal.

• Enhancement: Added filter by task status functionality on the tasks page.

• NEW feature : Added mention functionality in notes within task edit pop-ups.

• Enhancement: Users with “edit own” rights can now only modify their own tasks’ dates in the task timeline.

Project Benefits

• UI Enhancement: Moved “Export” functionality to the Action button in Project Benefits.

Goal X Matrix/Custom X Matrix

• Enhancement: Added new configuration options in X-Matrix for displaying “Goal/Project % Complete” and “Project Schedule Icon”.

• Executives users can update huddle boards, including adding or updating team members.

BSC Huddleboard

• Enhancement: In BSC View, the “Hide Score” option now hides both metric and row scores for improved column customization.

• NEW feature:  Inline edit introduced for updating metric “actuals” values and interval notes in BSC.

Settings

Users

• Restricted Executive/Strategy users from importing users; they can now only export.

• No access users in the user list now display as “active” instead of “invited” status.

• Enhancement: Added a ‘Show Count’ button to display the number of licenses on the user page.

Departments

• Enhancement: Added Primary Owner display to the Department page.

External Idea form

• Enhancement: In Projects, the External idea form now respects the sequence attribute from the tile view to display goals, instead of showing them by creation date or ID.
• Enhancement: Added pre-select Department in External Idea form and display Department ID on hover with an i icon.

General Settings

• Enhancement: Added two new currencies for Malaysian Ringgit and Australian Dollar.

Notifications

• Enhancement: Added option to enable or disable daily update email notifications for all users in the organization.

Custom field

• Enhancement: Added custom field for sortable number values, available as a custom field type.

General Updates/ Bug Fixes

• Implemented functionality to ensure users who unsubscribe from our emails no longer receive any email communications.
• Team Member License users can view huddle boards and saved views in the waffle menu.
• Notification emails display the creator field correctly when an idea is submitted through the external form.
• In Metric Bowling View or Metric Tile View, filtering by 1st level will now display metrics with archived parents.
• Resolved inconsistency in color display for “Middle is Best” and “Weekly” metrics; now consistent across views.
• Health icon displays correctly on all tabs within the Idea Funnel.
• Cloning metric for multiple departments now works correctly.
• PB budget/benefit reports default to using the company currency instead of only USD as the base currency.
• Resolved decimal rounding error in the weekly bowling view, now displays input correctly.
• Resolved user icon visibility on task comments.
• Enhancement: Users won’t see the pages in projects if not added to the workflow.

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