Product Enhancements – Release Notes March 2025

We are happy to announce our March enhancements & fixes:

Note: if you don’t see the same thing in your account, try clearing your cache/cookies or use a “new private window” to get the latest changes.

Released Mar 31, 2025

New Features & Enhancements

  • Projects :

    • Add team member : Email template updated for “Invited to a Project Team”.
    • Tasks Tab : Completed date now included in exported tasks file from the tasks tab.
  • Goals/Metrics/Projects Link Model:  Multi-department selection added to Goals/Metrics/Projects Link modals for better filtering.
  • Metrics : Updated the metric data import functionlity to include ocuurances of reason codes.
  • External Idea: Removed download icon for uploaded attachments.
  • Setting
    • Status Report : New dropdown field type (single/multi-select) added to the status report.

Bug Fixes

  • Team Engagement Report: Category filters are now applying correctly.
  • Project
    • Actions : Updating project workflow via import no longer causes the charter tab to go blank.

Performance Improvements

  • Metric modal: Made metric closing faster by improving performance.
  • Idea Funnel : Switching to any page from the Idea Funnel page is now more performant.

Released Mar 24, 2025

New Features & Enhancements

  • Project Portfolio Timeline: Filtering by goal from global  filter now shows only the selected goal in the grouped view.
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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.

  • Users:

    • 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.

  • Projects: Tasks: Moving a task to a different group maintains the correct sort order.

  • 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.
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Goals

  • Xmatrix Bowling View: Added a new “Group by Goal” option for better metric organization.
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Settings

  • Status Reports : Improved UI by adding labels over fields and renaming input types for better clarity.
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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.
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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.
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  • Reports Page: Introduced grouped view for project benefit reports.
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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:
    • 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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