2023-01-21

New Features

• [UI] Added new Assignee field type that lets you easily pick team members or guests with auto-complete when building forms and assignment rules.
• [UI] Added a variables picker when editing steps, so you can easily insert variables without manually copying and pasting them.
• [UI] AI-powered step suggestions now help you build procedure templates faster by recommending relevant workflow steps based on your template name or existing steps.
• [UI] We’re building automated steps that complete themselves without human input, making your workflows even more hands-free and efficient.
• [UI] One-off tasks now support webhooks in the Advanced section, letting you automatically trigger actions in other apps when tasks are completed.
• [UI] Guests can now control their own email notification preferences, and admins can easily manage guest email settings from the Settings section.

Changes

• [UI] Made email notification settings easier to scan by moving question mark tooltips to the left side of text for better alignment.
• [UI] We clarified how Blueprint folders (for organizing templates by department) and Process folders (for organizing by client) work separately to give you more flexibility.
• [UI] Fixed dropdown arrow alignment in Create Button for a cleaner, more polished visual appearance.
• [UI] Document Editor table of contents now shows correct labeling and excludes headings from blank spaces for cleaner navigation.
• [UI] After reviewing text contrast in our editor, we kept the current bold formatting as it provides sufficient readability while organizations can customize styling if needed.
• [UI] Clarified that the Launch wizard’s Folders dropdown shows process folders (not template folders), so it appears empty when no process folders exist.
• [UI] Integrations menu now works consistently - bottom items like Magic Links and Import/Export no longer have scrolling issues when clicked.
• [UI] Made right panes displaying tasks and steps more visually polished with rounded corners across all views.
• [UI] Updated infrastructure to better support multiple product offerings and improve overall system reliability.
• [UI] Fixed visual inconsistencies with bullet points and spacing in the text editor caused by browser cache conflicts.
• [UI] Fixed image visibility in the Change Background modal so you can now see the full image preview without navbar interference.
• [UI] Library navigation now smartly shows folders in the main area when sections have few templates, making it easier to discover and organize your content.
• [UI] Kept password changes secure by requiring your current password when logged in, preventing unauthorized access if someone uses your device.
• [UI] Made the assignment box wider in Power Assign to use your full screen, making it easier to select members and guests.
• [UI] Enhanced quality assurance testing now catches more issues before releases, ensuring smoother updates and better reliability.
• [UI] You can now create and save custom filter presets in the Process Tracker, making it easier to find specific processes just like in the Tasks view.
• [UI] The +Create menu now opens with a click instead of hover, preventing accidental closures and making it easier to create new templates and processes.
• [UI] Redesigned left navigation with a “Favorites” section that reduces launching your most-used templates from four clicks to just one click.
• [UI] Organization switcher now shows all your workspaces at once in a cleaner grid layout instead of requiring you to click through multiple pages.
• [UI] Preview mode now shows tailored layouts for each template type - procedures display step overviews, forms focus on field completion, and documents maintain their structured format.

Bug Fixes

• [UI] Fixed modal popup getting stuck on a blank screen when clicking outside the “Create Template” window - now properly returns you to where you were.
• [UI] Fixed confusing duplicate menus in Organization settings - now shows a single, complete menu with all options including Personalization and Domains.
• [UI] Fixed bug where disabled users appeared in assignee search when editing tasks, preventing invalid assignment errors.
• [UI] Task links copied from the Tasks view now properly open the correct task when pasted, fixing redirect issues.
• [UI] Fixed unresponsive language menu in navigation so you can now properly access app language and content language settings.
• [UI] Fixed the activity counter that shows how many times public templates have been imported, helping admins better track template usage.
• [UI] Improved navigation bar stability in small browser windows to ensure smoother scrolling and hover effects.
• [UI] Fixed Tracker view display issues on smaller laptop screens to ensure all process information remains clearly visible and accessible.
• [UI] Fixed confusing step assignment during process launch by consistently showing assignment options for all steps, with clear explanations when assignment isn’t possible.
• [UI] Links in document processes now open in new tabs, preventing you from losing your work when clicking embedded URLs.
• [UI] Fixed confusing link label in task view - now correctly shows “View Process” instead of incorrect terminology, making navigation clearer.
• [UI] Fixed grammar in Process Tracker search results to correctly show “1 process” instead of “1 processes” for single results.
• [UI] Fixed visual inconsistency in guest view where snippet tags didn’t match the styling of other task elements, creating a cleaner unified interface.
• [UI] Fixed file upload notification display so the close button no longer overlaps with text, making it easier to read and use.
• [UI] Fixed sidebar navigation in Settings > Integration so clicking links now takes you to the right page instead of the wrong one.
• [UI] Creating folders inside existing folders now automatically sets up the parent-child relationship, making folder organization much easier.
• [UI] You can now create subfolders directly without needing a template in the parent folder first, making organization much more flexible.
• [UI] Fixed numbered list formatting in text editor to properly indent from the left margin for better readability.
• [UI] Cleaned up automation rule interface by removing unnecessary dropdown arrows from text input fields, making the form look more polished and intuitive.
• [UI] Fixed guest task links to open the correct specific task instead of always jumping to the first task in the list.
• [UI] Fixed preset editing in Tracker so you can now properly edit and delete saved views without needing to refresh your browser.
• [UI] Fixed confusing attachment icon in task editing - now shows proper copy-link icon to make the interface clearer.
• [UI] Fixed misaligned dropdown menu in the text editor when adding guidance to steps, ensuring consistent positioning across all form types.
• [UI] Fixed canned comments to automatically include @mentions for team members and +mentions for guests when selected, saving you time on task communications.
• [UI] Fixed template auto-naming to display clean text instead of messy HTML code when guests submit public forms.
• [UI] Fixed visual glitch where invalid snippet variables briefly appeared in document and procedure templates before disappearing.
• [UI] Fixed an issue where line breaks disappeared when pasting text from emails, documents, or websites into text editors, ensuring your formatting stays intact.
• [UI] Fixed the “Page” view so you can now edit fields directly instead of them being stuck as read-only, making it work consistently with the rest of Tallyfy.
• [UI] Fixed form field titles being randomly lost when editing other fields in document templates, ensuring your customizations are always saved.
• [UI] Made it clearer when emails will send automatically by renaming the acknowledge button and adding helpful notifications about auto-send dates.
• [UI] Fixed workflow injection failing when adding tasks from the same template multiple times into a running process.
• [UI] Fixed the “X” button on status filters in Tasks view so it properly resets to show “To do” tasks without breaking the display.
• [UI] Fixed slow loading on the Support Admin Organization page so content now appears instantly instead of showing a blank screen for several seconds.
• [UI] Fixed a rare edge case where “if this then that” rules using OR logic temporarily required both conditions instead of either condition, ensuring workflows run as expected.
• [UI] Fixed Settings pages on mobile and tablet so menus no longer appear squeezed, making them fully usable on smaller screens.

Deprecated

• [UI] Since this is a deprecated feature request with no implementation, there’s no actual change or improvement to report in a changelog. Changelog entries should only document completed fixes, features, or improvements that users can actually experience, not requests that were acknowledged but not implemented.
• [UI] Table view now supports sorting and filtering by dropdown, checklist, radio, and date fields to help you find urgent items faster.

Removed

• [UI] Temporarily removed the incomplete Favorites feature to prevent confusion while we rebuild it with proper organization for templates, tasks, and members.

Performance

• [UI] Step AI now loads only when you click “Run Step AI” in existing procedures, making the template editor faster and more responsive.