2022-05-18

New Features

• [UI] You can now upload CSV files directly in form fields and rich text editors, making it easier to share spreadsheet data in your processes.
• [UI] You can now set custom work weeks (4-7 days) for your organization so deadlines automatically avoid weekends and non-working days.
• [API] Improved developer onboarding process to deliver faster feature updates and bug fixes.

Changes

• [UI] Enhanced our quality assurance process to catch and fix more issues before releases, ensuring smoother updates and better reliability.
• [UI] Moved default task deadline setting to a more logical location in Organization settings for easier configuration.
• [UI] Moved the default deadline setting from the branding section to organization details for easier discovery and more logical organization.
• [UI] Tasks can now be unlinked from processes more cleanly without comment history issues when relinking later.
• [UI] Renamed confusing “Settings” tabs in the template editor to “Account Settings” and “Template Settings” for clearer navigation.
• [UI] Enhanced our release process with comprehensive testing before deployment to ensure higher quality and reliability for all users.
• [UI] Guest users now see a cleaner, more professional interface with simplified empty-state screens that better reflect their role as external collaborators.
• [UI] Tables now display cleaner with improved column controls, smart navigation arrows that appear only when needed, and searchable dropdowns for easier data management.
• [API] Daily digest emails now load faster and more reliably by linking to your notifications instead of displaying them inline.
• [API] Templates are now automatically backed up in multiple formats whenever you make changes, so you can recover deleted templates if needed.

Bug Fixes

• [UI] Fixed the star icon in the template library to properly respond when favoriting or unfavoriting templates.
• [UI] Fixed an issue where administrators were incorrectly blocked from viewing certain templates, ensuring admins now have full access as intended.
• [UI] Fixed form field cards automatically closing when typing or clicking in template editing, keeping your workflow uninterrupted.
• [UI] Fixed missing “+Assign myself” button that disappeared after page refresh, making it easier to self-assign to tasks.
• [UI] Fixed document content disappearing when using sidebars or editing settings - no more page refreshes needed to restore your work.
• [UI] Fixed spacing between user avatars and names in permission screens and process assignment views for cleaner, more consistent design.
• [UI] Fixed a display issue in our testing environment that was preventing Active and Archived process views from loading properly.
• [UI] Fixed unnecessary comment filters showing up in template steps when no comment types existed, cleaning up the interface.
• [UI] Clarified that the “maximum assignees” limit applies only to team members, not guests, so guest delegation works as intended.
• [UI] Fixed launch button bug that blocked access to search, notifications, and profile menu, eliminating the need for browser refreshes.
• [UI] Improved server stability to prevent occasional “Task Not Found” errors when guests add assignees to tasks.
• [UI] Fixed comment resolution to instantly update task status, ensuring smooth task completion without delays.
• [UI] Removed confusing action buttons from email tasks that guests can’t complete, making it clearer which tasks they can actually work on.
• [UI] Fixed tag filters in Tasks and Tracker views to show proper colors instead of unreadable dark branding colors.
• [UI] Fixed misleading success messages when Standard users try to favorite templates - now shows a clear permission error instead.
• [UI] Fixed process progress indicators to show accurate step counts when tasks are removed, ensuring reliable tracking across all views and email updates.
• [UI] Fixed “page not found” errors when clicking the Library button while viewing public processes by removing the problematic button from that view.
• [UI] Fixed missing “Show more” button in Tasks view that now lets you easily load additional tasks beyond the first 20 without freezing.
• [UI] Fixed document template duplication and importing so form fields now copy correctly between templates without causing launch errors.
• [UI] Fixed an issue where procedure steps weren’t showing when viewing public templates from other organizations, so you can now see complete step details.
• [UI] Fixed document templates with form fields creating unwanted duplicates when launched, so your customizable documents now work perfectly every time.
• [UI] Fixed process names with apostrophes now displaying correctly in table view and dropdown menus for all users.
• [UI] Fixed template folders showing duplicate items when double-clicked, making template organization smoother and more reliable.
• [UI] Fixed display issues where process names with apostrophes weren’t showing in table view and template folders were appearing duplicated.
• [UI] Fixed text editor to properly display formatted content from kick-off forms instead of showing raw HTML code.
• [UI] Fixed task descriptions not displaying correctly in public process views so external viewers can now see complete task details.
• [UI] Fixed unarchiving processes so all tasks now properly appear when you restore an archived process instead of mysteriously disappearing.
• [UI] Fixed scroll arrow in +Create menu to properly hide when you reach the bottom and work correctly when viewing template samples.
• [UI] Fixed template samples in the +Create menu that were showing “Page not found” errors and improved menu behavior to close automatically after selection.
• [UI] Fixed public process sharing so links work reliably without server errors or redirecting to “page not found” screens.
• [UI] Fixed an issue where rich text formatting in step descriptions would only display properly for the first large text field, ensuring all formatted content now renders correctly across multiple fields.
• [UI] Fixed confusing error messages on private forms by showing a clear “form not publicly accessible” message instead of technical validation errors.
• [UI] Save indicators now update automatically across all template types, giving you real-time feedback without needing to refresh the page.
• [UI] Guest email assignment now shows helpful suggestions as you type, making it faster to find existing guests or add new ones.
• [API] Fixed view switching in Tracker so you can now seamlessly toggle between Table, Board, and Tasks views without error messages.
• [API] Fixed a database error that prevented guest users from updating their notification preferences, ensuring smoother collaboration with external partners.
• [API] Fixed an error that could occur when updating email preferences for guests, ensuring preference settings always work smoothly.
• [API] Confirmed that the Tracker table view correctly shows only processes where you’re the owner or have assigned tasks, improving data privacy and focus.
• [API] Fixed a system error that was preventing task-related features from working properly, ensuring smoother workflow management.
• [API] Fixed a temporary file upload issue that briefly prevented users from attaching files to forms during a system update.
• [API] Fixed a rare error that could occur when marking tasks as complete, ensuring the process tracking system works smoothly every time.
• [API] Fixed authentication errors when connecting Tableau to Tallyfy Analytics caused by extra spaces in connection strings.
• [API] Improved social sign-in reliability so users can re-register with Google after deleting their accounts without encountering errors.
• [API] Fixed improvement comments from tasks now properly copying to template steps for better process refinement.
• [API] Fixed a rare error that could occur when processing workflows with missing data, making the system more reliable.
• [API] Fixed a database error that could prevent guests from being properly added to your organization, ensuring smoother collaboration with external team members.
• [API] Guests can now complete email auto-send tasks assigned to them instead of getting blocked by permission errors.
• [API] Fixed CSV file uploads in forms that were incorrectly being rejected as corrupted, so you can now upload CSV files without errors.
• [API] Fixed an issue where setting custom start dates and deadlines on task steps would sometimes fail with an error during creation or updates.
• [API] Fixed an issue where adding the same domain name twice to your organization would cause an error, making domain management more reliable.
• [API] Fixed public tags now showing correctly on all organization templates, making it easier to find and organize your processes.
• [API] Fixed progress indicators in notification emails for sub-processes to show accurate task completion counts.
• [API] Fixed deadlines now correctly calculate using your organization’s timezone instead of always defaulting to UTC.

Security

• [API] Enhanced email security protection to prevent spoofing attacks by strengthening domain authentication settings.
• [API] Enhanced email security protection to prevent spoofing and ensure all messages from Tallyfy are verified as authentic.

Dependencies

• [UI] Updated build tools to eliminate code warnings and ensure smoother development, keeping our platform running efficiently behind the scenes.
• [UI] Upgraded our build system to the latest supported version, making deployments faster and more reliable.