2023-02-07

New Features

• [UI] Added a variables dropdown to step titles and email subjects, making it much easier to insert dynamic content without copy-pasting from other fields.
• [UI] You can now set up rules based on whether number fields are greater than or less than specific values, making your automations smarter.

Changes

• [UI] The Create menu now clearly shows when you have no favorited templates, making it easier to understand the favorites feature.
• [UI] Email Auto-Send tasks now show personalized reminders based on who you are and your assignment status, just like Email Draft tasks already did.
• [UI] Added consistent warning messages for email tasks when recipients are missing, so you’ll always know if an email won’t be sent before completing the task.
• [UI] Now shows “Guest” instead of “Launcher” in the left pane when a step is assigned to a guest for clearer identification.
• [UI] Email auto-send tasks now show a clearer “SEND RIGHT NOW” button and helpful notice, making it obvious when emails will send automatically versus manually.
• [UI] Moved the Unarchive button to the top of the sidebar so you can easily restore archived processes without scrolling.
• [UI] We’re preparing a major platform update with improved interface design and enhanced performance that will roll out soon after thorough testing.
• [UI] Template edit menus in the Library now have better spacing and cleaner hover effects for easier navigation.
• [UI] Streamlined template creation by removing unnecessary screens and adding clearer guidance, making it faster to set up new workflows.
• [UI] Organization switcher now shows all your memberships, including disabled accounts, so you can see your complete organizational relationships at a glance.
• [UI] Made the “Email Auto-Send” interface clearer by renaming the button to “SEND RIGHT NOW” and adding a notice explaining when emails automatically send.
• [UI] Redesigned the main interface with a cleaner 4-block layout and improved navigation spacing for better visual consistency and easier use.
• [UI] Activity feeds now show detailed before/after changes in a clear red/green format, making it easier to track what exactly changed in your processes.

Bug Fixes

• [UI] Standardized copy link notifications in Tasks and Tracker views to show the same helpful message regardless of which copy method you use.
• [UI] Fixed an intermittent issue where archived templates occasionally showed a “not found” error when trying to unarchive them.
• [UI] Fixed misaligned text and buttons in date fields to make forms look cleaner and more professional.
• [UI] Profile picture interface now works more smoothly with better alignment, consistent styling, and clearer clickable areas.
• [UI] Fixed unclear error messages when trying to disable the last active member in an organization - now shows a clear warning instead of confusing text.
• [UI] Fixed duplicate templates appearing in the Library’s Uncategorized folder, so each template now shows up only once when browsing.
• [UI] Fixed step assignment labels to correctly show “Guest” instead of “Launcher” when steps are assigned to guest users, making it clearer who’s responsible for each task.
• [UI] Task links in your activity feed now take you directly to the correct task instead of redirecting to the wrong one.
• [UI] Simplified automation rule options by removing confusing numeric comparisons from dropdown, checklist, and radio fields where they don’t apply.
• [UI] Fixed template deadline calculations to show exact days specified instead of auto-adjusting for weekends during template creation.
• [UI] Fixed a rare issue where closing the step details panel could cause endless loading when editing templates.
• [UI] Fixed the Tasks view to properly clear the right panel when using “Clear Filters” or switching between task statuses, preventing empty task details from appearing.
• [UI] Fixed email interface visual issues in Email Draft and Email Auto-Send tasks for cleaner, more professional appearance.
• [UI] Fixed “Back to Public Library” button to show correct labels and navigate properly when browsing organization-specific template libraries.
• [UI] Fixed missing “Back to Public Library” button in document templates and improved button spacing to prevent text overlap with editor controls.
• [UI] Fixed organization logo getting hidden behind the configuration drawer by properly adjusting the navigation layout when the drawer opens.
• [UI] Fixed task links in the activity section to open the correct specific task instead of always showing the latest process.
• [UI] Fixed numbered list alignment in Tasks and Tracker views so list numbers now properly line up with text content.
• [UI] Fixed spacing between checkboxes and icons in task lists to improve readability and visual clarity.
• [UI] Removed unnecessary summary headings from tasks to create a cleaner, less cluttered interface.
• [UI] Fixed Tasks view crashes when outdated filter settings referenced removed users, now automatically resets to show your current tasks instead.
• [UI] Fixed template filtering in the Tasks view so you can now properly filter your tasks by which template they came from.
• [UI] Fixed tooltip positioning in Settings so helpful hints now stay fully visible instead of getting cut off at screen edges.
• [UI] Fixed sidebar navigation scrolling so you can now access all menu options on mobile and desktop devices.
• [UI] Fixed rule creation so “is empty” options no longer appear for required form fields, preventing contradictory automation logic.
• [UI] Fixed template visibility in the Examples library so you now only see relevant examples instead of unrelated templates from other organizations.
• [UI] Fixed mobile sidebar menu layout so settings button and upgrade notifications are now properly visible and aligned on all devices.
• [UI] Fixed template library viewing on mobile devices so content is now easy to read and matches the desktop experience.
• [UI] Fixed file upload errors for Outlook template (.oft) files that were incorrectly rejected due to file type restrictions.
• [UI] Fixed URL variables from long text fields so they now properly appear as clickable links in tasks.
• [UI] Fixed rich text editor fields showing code instead of formatted content and missing file thumbnails in configuration settings.
• [UI] Fixed backspace key not working properly when editing text inside code blocks in the editor.
• [UI] Fixed email task setup in templates by replacing clunky email fields with our standard assignment interface, making it much easier to add recipients and guest users.
• [UI] Fixed language settings display so new users see the correct options without needing to refresh the page.
• [UI] Fixed inconsistent styling in the Launch Process form to match the rest of the app for a cleaner, more professional experience.
• [UI] Fixed duplicate templates appearing in folders when navigating back from the template editor, making template management cleaner and more reliable.
• [UI] Improved privacy controls in Public Process View to properly hide user names when the “Assignees” toggle is turned off.
• [UI] Fixed breadcrumb navigation in deep folder structures with collapsible paths that show key segments and expand when needed.
• [UI] Fixed page navigation errors that could cause the app to freeze when switching between certain pages, improving overall app stability.
• [UI] Fixed breadcrumb navigation to show consistent font sizes across all segments, improving readability on smaller screens.
• [UI] Fixed template visibility so public templates now appear correctly in organization libraries and improved navigation to prevent “page not found” errors.