Product Enhancements – Release Notes September 2024

We are happy to announce some new enhancements & fixes:
(Last Release – September 25, 2024)

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Released – September 25, 2024

Goals
  • Enhancement: Added functionality to view archived goal records by export.
  • UI Enhancement: Added a link to goal help blog in the goal modal.
Projects

List View

  • Enhancement: Made fields editable directly from the table (Status, effort, impact, priority, health & Notes).

Tasks Tab

  • Enhancement: Added comment icons next to attachments and notes that expand beneath the task when clicked, enhancing user experience.

Task Edit Modal

  • Enhancement: Task progress is now shown beside task status. Status and progress automatically sync based on updates (e.g., “Done” = 100%, “To Do” = 0%, any progress % sets status to “Doing”).

Status Reports Tab

  • Enhancement: Added option to include new team members when entering an email address in the send email row.

Project Benefits Tab

  • UI Enhancement: Display three prior years above the current selection with grey background for the current year in year selection dropdown.
Idea Funnel

To Prioritize Tab

  • Enhancement: To Prioritize tab shows ideas by month in bar chart with default sort and number matching the tab count.

Recent Tab

  • Enhancement: Recent Ideas tab now shows a stacked bar chart by project status for each month.
Metrics
  • Added hover-over information for Direction (Bigger Is Better vs Smaller Is Better vs Middle Is Best) .
Grouped Projects Summary Tree View
  • Enhancement: Added a display option in Projects by Goal Tree View to switch to Projects by Category Tree View, and renamed the page to Grouped Projects Summary Tree View.
Daily Update
  • Added a new section for ‘My Doing Tasks’ in projects section.
General Updates/ Bug Fixes
  • Resolved issue where adding a tag to a task from the task link was not functioning properly.
  • Due date of task will not change to current day when owner is changed.
  • Resolved issue where data was not displayed when the sub-department count check was disabled.
  • Resolved blank space issue above ‘Select’ option causing effort impact priorities to save blank.

Released – September 18, 2024

Settings

General

  • NEW feature: Added setting to choose between USA and EUR number format styles.

Project Benefits

  • NEW feature: Added editable “Description” field in Project Benefits, which is now visible and editable in the Project Benefit tab on project pages.
Projects 

List View

  • UI Enhancement: Workflow column now displays inactive workflows with ‘inactive’ text in red next to the workflow name.
  • UI Enhancement: Added “Best Practice” flag icon to the name column.

Task Tab

  • Enhancement: Added “Add New Task” option to group header menu.

Charter Tab

  • Task group tile behavior updated to open task edit modal on click, except for status and date fields.

Task Timeline Tab

  • Enhancement: Added options to expand/collapse, hide completed tasks, and filter by user.
Idea Funnel

Ideas Tab

  • UX Enhancement: Bar chart now shows Ideas by Priority with clickable bars for filtering.

Activated Ideas (Projects) Tab

  • UX Enhancement: Activated Projects Tab now uses Resource Loading Chart with matching numbers displayed below in the idea list.
Huddleboards

Custom Huddleboard

  • Task Tile: Added log file to display % complete of group on huddleboard task tile.
  • Added print option on custom huddleboards to print the view.
Search
  • Enhancement: Added “Best Practice” flag and filter option on the search results page.
General Updates/ Bug Fixes
  • Metrics with direction “Middle is Best” now saves correctly.
  • Added export/print PDF feature for Project Summary and Benefit Tree views.

Released – September 11, 2024

Projects 

Teams Tab

  • Updated project teams page: Transferring roles now changes the old project leader’s edit right to ‘edit-all’ and role to ‘member’.
Project Portfolio Report
  • Sorting now works correctly on all Gantt charts (Portfolio Timeline, Task Timeline).
  • Adjusted all portfolio timelines to prevent projects from collapsing after adding a task or group by ‘+’ button .
Team Engagement Report
  • Enhancement: Added multi-currency support to show converted values for benefit totals, with hover-over displaying sub-totals.
Huddleboards

BSC Huddleboard

  • UI Enhancement: Improved UI stability on BSC huddleboard when more than 3 metrics with interval notes are attached.
General Updates/ Bug Fixes
  • Made the Idea Funnel table header sticky for improved navigation on the Idea list page.
  • Enhanced print functionality in Project/Idea Charter to prevent overlapping and ensure smooth printing.
  • Category filter now functions correctly on the XMatrix details page.

Released – September 04, 2024

New Idea

  • Enhancement: Updated New Idea and External Idea processes to set the idea owner based on department settings.
  •  If a department owner is set, the department owner becomes the idea owner, and the creator will have edit own rights. Existing behavior remains unchanged if no department owner is set.

Projects

Teams Tab

  • UI Enhancement: Added user license type to hover-over details for members in the Teams tab.
Goals
  • Enhancement: Percentage now auto-calculates based on linked project’s task completion if auto-calculate is enabled, otherwise shows manually added values.
Portfolio Timeline
  • NEW feature: Added click-to-update task flag functionality, aligning with the tasks tab in the project.
  • NEW feature: Added column to create new task groups and tasks for a specific project.
Project Benefit Tree View
  • Enhancement: Added option to compare against budget in the display options on the Benefit Summary page.
General Updates/ Bug Fixes
  • Corrected issue with the “Last Updated” column in the Idea Funnel displaying the same date for all entries.
  • Custom Fields now allow sorting tables by the name column, with default display from A-Z.
  • Resolved issue where the New Idea form sometimes showed “NA” in workflow and did not display the correct fields.
  • Creating ideas with empty effort and impact is working correctly.

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