Product Enhancements – Release Notes March 2025
We are happy to announce our March enhancements & fixes:
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Released Mar 24, 2025
New Features & Enhancements
- Portfolio Timeline: Filtering by goal from global filter now shows only the selected goal in the grouped view.
Huddleboard
- Custom Huddleboards: Horizontal scroll bar remains sticky at the bottom for better navigation.
Settings
- Departments : Added a help tip linking to department owner feature details.
- Status Report : Default template fields can now be deleted, with at least one field required.
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Users:
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Invite users Tab: “No-access” license type added to the dropdown when adding new users; notify user disabled, no email sent, status remains active, and user appears in the current user tab.
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Bug Fixes
- Work Time by Project Report & Work Time by Team Member Report:
- User filter: User filter from global filter and project filters will apply correctly without refresh.
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Projects: Tasks: Moving a task to a different group maintains the correct sort order.
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Login: Invited users are redirected to the Home Page instead of a blank “My Projects” page.
- Metrics: Monthly Input Frequency: Switching from monthly (dates as columns) to hourly/daily frequency works correctly.
Performance Improvements
- Custom Huddleboard : Text tile editing is now more responsive, reducing input delay.
Released Mar 17, 2025
New Features & Enhancements
Metrics
- Data tab : The second Pareto field has been updated to function as a notes or text-type column instead of behaving like the Pareto reason code column.
Goals
- Xmatrix Bowling View: Added a new “Group by Goal” option for better metric organization.
Settings
- Status Reports : Improved UI by adding labels over fields and renaming input types for better clarity.
Bug Fixes
Projects
- Charter Tab: Custom text fields now transfer data correctly to projects during workflow “Merge and Replace”
- Team Tab: Certification levels now correctly display for team members.
Custom Huddleboard
- Metric Control Chart: Adjusted control chart to correctly display values instead of “Q5” when using a look-back timeframe.
- Huddleboard Clone: Cloning now works even when a photo tile lacks an attached file.
Goals
- Status Report Tab: “Send Reminder” button now appears enabled when applicable.
- Daily Update : Status reports now properly disappear when set to “Never.”
Performance Improvements
- Goal Export : Optimized Goal Export Popup on the Goal List Page for faster loading.
- Metric Bowling View : Improved loading efficiency on the Metric Bowling Page for a smoother user experience.
Released Mar 10, 2025
New Features & Enhancements
- Metrics Table: Enabled header updates in swapped table view.
- Reports Page: Introduced grouped view for project benefit reports.
Bug Fixes
- Projects:
- Project Benefits Tab: Improved bowling format display in the benefits section.
- Status Report: Default template data now populates automatically upon submission.
- Settings:
- User Certification: The popup now closes automatically after adding a new certification to prevent multiple entries.
- Metrics: Ensured metric data remains visible when editing and changing view types.
Performance Improvements
- Saved Huddleboard: Optimized tile movement and resizing to reduce redundant API calls.
- Goal Bowling & Workflows: Enhanced page load performance.
Released Mar 03, 2025
New Features & Enhancements
- Projects:
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- Project List Import now supports importing custom fields.
- Task assignment emails now include the related project name.
- Daily Update Page : Implemented “Replaceable Values” for Project on daily update page.
Bug Fixes
- Metrics:
- Metrics with ‘Middle is Best’ in hourly data frequency are saving correctly.
- Changing from ‘Middle is Best’ updates zones correctly and displays the status column.
- Swap rows/columns feature now retains header data correctly.
Performance Improvements
- Global Filters: Optimized dropdown list rendering.
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