2023-10-26

New Features

• [UI] Added group and job title filters under Assignee in the Tasks sidebar, making it easier to find tasks assigned to specific teams or roles.
• [UI] New “Assignee Picker” form field lets you select team members and guests in forms for smoother task assignment workflows.

Changes

• [UI] Released interface improvements and API enhancements after thorough quality testing to ensure a smoother user experience.
• [UI] Simplified navigation by renaming “Blueprint” to “Template” and “Library” to “Templates” throughout the app for clearer, more intuitive labeling.
• [UI] You can now assign multiple owners to templates and processes instead of being limited to just one, making collaboration easier.
• [UI] Added a toggle to reverse automation rules when reopening specific tasks, giving you more control over your workflow execution.

Bug Fixes

• [UI] Fixed Universal Search so clicking on snippet results now properly opens the specific snippet instead of redirecting to the wrong page.
• [UI] Improved form field label display validation to ensure all text shows properly when launching processes, even with maximum character lengths.
• [UI] Clear error messages now explain exactly why template steps can’t be deleted when they’re connected to automations, preventing confusion and accidental workflow breaks.
• [UI] Added stability improvements to the folder navigation scroll button to prevent occasional disappearing on ultra-wide displays.
• [UI] Fixed misaligned member and guest icons in the Launch Wizard’s final review page for a cleaner, more professional appearance.
• [UI] Template folder deletions now show the folder name in activity logs, making it easier to track what was deleted and by whom.
• [UI] Fixed unassigned tasks now correctly go to the process launcher instead of incorrectly defaulting to the template creator.
• [UI] Fixed automation actions displaying in wrong order after first template launch when using 4+ actions in a single rule.
• [UI] Fixed checklist fields to save your progress even when all items aren’t checked yet, so you won’t lose work when returning later.
• [UI] Fixed automation conditions so “AND” rules now properly require all conditions to be met instead of incorrectly behaving like “OR” rules.
• [UI] Fixed spelling of “Professional Services” in AI template creation to ensure proper formatting and consistency.
• [UI] Fixed dropdown filters in Tasks and Tracker views that were overlapping with other elements and showing incorrect filter options when switching between different filter types.
• [UI] Fixed confusing timing settings in procedure templates by removing disabled “before” options when launch is selected, making automation setup clearer.
• [UI] Fixed table form fields, rich text formatting, and kick-off field displays when using Insert Variable in task summaries.
• [UI] You can now start with just 1 member instead of being forced to pay for 4 minimum members, making Tallyfy more affordable for smaller teams.
• [UI] Fixed tooltip positioning in the document editor’s fullscreen mode so all menus and hints now appear in the right place.
• [UI] Added sorting by creation date for both members and guests tables, making it easier to find your newest or oldest team members.