2023-03-16

New Features

• [UI] Added six new compliance cards including 21 CFR Part 11 for life sciences, web accessibility reporting, and real-time status monitoring for API and client performance.
• [UI] Process naming now gets smarter AI suggestions that appear instantly without slowing down the launch wizard, helping you create more meaningful process names.
• [UI] Added process linking to automatically share data between connected processes, eliminating manual copying of information across workflows.
• [UI] Processes now auto-archive after completion with a new setting that lets you choose when (1-90 weeks) to keep your workspace organized.
• [UI] Added a “Login Method” column to organization members list showing how each user can sign in (Native, Google, Microsoft, SSO) for better account management visibility.
• [API] You can now filter your tasks by specific due date ranges and view all matching results on one page without clicking through multiple pages.

Changes

• [UI] Made task selection clearer by softening the right panel shadow so you can better see which task is currently selected.
• [UI] Kept dividers between task details for better readability and consistency across all views.
• [UI] Clarified Welcome Blueprint behavior to ensure new team members get onboarding processes while guests remain unaffected by automatic assignments.
• [UI] Task editing now auto-saves all changes instantly without needing save buttons, so you never lose work or wonder if changes stuck.
• [UI] Board view in Tracker now shows color-coded labels for each process type (documents, forms, procedures) making it easier to identify what you’re tracking at a glance.
• [UI] Improved table column widths and added hover-based sorting indicators to make data tables easier to read and navigate.
• [UI] Verified that automation rules preventing circular task visibility work correctly with existing “show all tasks” safety feature.
• [UI] Password settings now only appear for users who signed up with email, eliminating confusion for those using Google or SSO authentication.
• [UI] Switched to Inter font across the entire interface for crisper text and better readability, especially for international characters.
• [UI] Short text fields now have a dedicated validation drawer with clearer options for email, URL, and length rules instead of basic number checks.
• [UI] Settings are now better organized with separate “Personalization” and “Customization” sections, making it easier to find the right options for your needs.
• [UI] Document navigation now has separate tabs for structure (“Navigate”) and content elements (“Elements”), making it easier to find what you need while editing.
• [UI] You can now edit document fields directly on the page instead of needing a separate read-only view, making document editing faster and more intuitive.
• [UI] Deployments now happen during off-peak hours with improved sequencing to minimize service interruptions and keep workflows running smoothly.
• [UI] Search results now show folder paths and favorites to help you find important templates faster when browsing complex nested structures.
• [UI] Added a spreadsheet-style table view for editing procedure templates, making it faster to create and modify process steps in bulk.
• [API] Added creation dates to guest lists so admins can easily see when new members joined and sort by signup date.
• [API] Improved page loading speeds by implementing smart caching technology, making your workflows and processes load faster worldwide.
• [API] Added email tracking headers to better monitor when recipients open and click emails sent from your processes.
• [API] Added tracking identifiers to all emails to make it easier to troubleshoot delivery issues and improve support response times.

Bug Fixes

• [UI] Assignment emails now clearly distinguish between task-specific links and process-level buttons to eliminate confusion when navigating to your work.
• [UI] Fixed backspace key not working when typing comments on mobile devices, making it easier to edit your thoughts.
• [UI] Fixed table variables in tasks now showing all rows instead of cutting off after just 2-3 rows.
• [UI] Fixed email auto-send tasks to correctly show “Sent” status instead of “Acknowledged” in navigation, eliminating confusion about task completion.
• [UI] Fixed guest invitations so the same email address can now be invited to multiple organizations without errors.
• [UI] Fixed dropdown fields not working properly with magic links when pre-populating process launch forms with data from URLs.
• [UI] Fixed comment buttons in Tasks that were shifting and hiding important options when adding multiple comments, making it easier to complete tasks and manage comment settings.
• [UI] Clarified that empty document templates are saved and can be viewed by switching the filter to “All Templates” instead of the default filter.
• [UI] Fixed cursor positioning and placeholder text sizing when changing headings in the process editor for smoother template editing.
• [UI] Fixed form saving issues that were preventing users from submitting completed forms due to validation errors.
• [UI] Fixed confusing empty state messages for guests in template libraries - now shows a clear “No templates exist in this view” message instead of inappropriate creation options.
• [UI] Fixed tutorial step creation so new users can complete the Quick Tutorial without encountering confusing validation errors.
• [UI] Fixed duplicate “reopened” comments that sometimes appeared when reopening completed tasks - comments now display correctly without needing a page refresh.
• [UI] Improved visual consistency of deadline fields to match the rest of the interface for a cleaner, more professional look.
• [UI] Fixed visual glitch in Tasks view where a white line incorrectly appeared in the pane separator when filtering by Completed status.
• [UI] Fixed form field deletion alerts to consistently warn you when templates reference fields that no longer exist, preventing confusion about missing data.
• [UI] Fixed signup issue that prevented users in certain timezones from creating new accounts or organizations.
• [UI] Standard users can now properly reassign tasks using the quick-edit pencil icon, with save buttons appearing as expected.
• [UI] Fixed missing breadcrumb navigation in template editing mode, so you can now see exactly where you are while making changes.
• [UI] Fixed search to properly show process tasks, display filtered results in board view, and open the correct task when clicked.
• [UI] Template creation from examples now properly saves to your current folder and immediately opens the editor for faster workflow setup.
• [UI] Email task editing now shows the same friendly email interface everywhere, making it easier to recognize and edit email content.
• [UI] Fixed trial upgrade access so Standard users can now see trial status and complete purchases, not just Administrators.
• [UI] Fixed the “I’m Mentioned” filter in Tasks view to work properly with completed tasks, so you can now find all @mentions across your entire task history.
• [API] Fixed table data in task descriptions so all rows now display correctly instead of cutting off after the first few rows.
• [API] Fixed issue where you couldn’t invite someone as a guest if they were already a member of another organization.
• [API] Search results now correctly show whether items are procedures, forms, or documents instead of displaying confusing “0 steps” labels.
• [API] Fixed email delivery issues that were preventing some notifications from being sent, ensuring all workflow updates reach you reliably.
• [API] Fixed process launch permissions not updating correctly when changed through the API, eliminating permission conflicts and ensuring access controls work as expected.
• [API] Fixed a rare issue where organizations couldn’t be deleted due to leftover task references, ensuring smooth account management.
• [API] Fixed email setup errors when configuring SMTP settings with incomplete information, making the process more reliable and user-friendly.
• [API] Task activity logs now consistently record all settings changes and tag additions for better transparency and tracking.
• [API] Fixed email links when you’re mentioned on tasks so clicking them now properly filters to show your assigned work.

Deprecated

• [UI] Added automated actions framework to replace planned bot functionality, giving you more flexible trigger options and action types for workflow automation.

Removed

• [UI] We simplified our data management approach by leveraging existing data tables instead of adding redundant custom fields, keeping your workflow setup cleaner.