2023-11-24

New Features

• [UI] You can now copy direct links to specific automation rules to easily share them with teammates or bookmark them for quick access.
• [UI] Added a “Discard Changes” button to automations so you can easily undo edits without leaving the page.
• [UI] You can now permanently delete disabled members and guests from your account to keep your user list clean and organized.
• [UI] Added “Send Chromeless” option for email steps to send messages without platform branding, making them look like standard emails from regular email clients.

Changes

• [UI] Simplified automation setup with a new grid-based interface that uses clear icons and labels instead of confusing dropdowns.
• [UI] Replaced the people selector with a searchable dropdown showing all available users with checkboxes for easier assignment and better visibility.
• [UI] Improved left navigation with smoother hover effects, better spacing, and fixed menu overlaps to make navigation feel more polished.
• [UI] Template Editor now shows automation indicators on each step with helpful tooltips, making it easier to see which rules affect your workflow.
• [UI] Redesigned the Automations interface with a cleaner three-zone layout making it easier to view, edit and navigate between your “if this then that” rules.
• [UI] AI procedure generation now creates more detailed and comprehensive workflows by breaking down the process into multiple steps, resulting in better job assignments, deadlines, and task descriptions.
• [UI] You can now create automations that affect multiple steps at once, making it much easier to set up complex “if this then that” rules across your entire process.

Bug Fixes

• [UI] Fixed rich text formatting in task summaries so bold, italics and other formatting now displays correctly when using text field variables.
• [UI] Fixed task crashes for guests when viewing tasks with assignee picker fields, ensuring smooth access to all assigned work.
• [UI] Fixed clicking “Activity” while already on the Activity page breaking the template folder display in the left sidebar.
• [UI] Fixed automation rules now correctly showing “And” conditions instead of incorrectly displaying them as “Or” conditions in step settings.
• [UI] Added helpful placeholder text to the automation name field so you instantly know what to enter when creating new automations.
• [UI] Fixed Members page not loading when navigating back to it, so you can now smoothly browse team settings without needing to refresh.
• [UI] Fixed approval process page display issue where task summaries and comments weren’t showing up properly.
• [UI] Improved automation editing by allowing instant removal of IF/THEN rule components while keeping safety confirmations for deleting entire automations.
• [UI] Fixed template library icons to show clearer visual cues - non-launchable templates now display properly greyed out instead of confusing blue tint.
• [UI] Fixed SMTP settings staying enabled when you turned them off and switched tabs, so email configuration changes now save properly.
• [UI] Fixed template creation wizard so industry and topic filters now properly appear when browsing sample templates.
• [UI] Fixed profile name alignment on mobile devices to ensure a cleaner, more professional interface experience.
• [UI] Activity page now displays perfectly on all screen sizes with proper spacing and no content cutoff.
• [UI] Fixed deletion warnings to only show automations actually affected by removing form fields or steps, eliminating confusing irrelevant automation titles.
• [UI] Fixed “Add New Field” popup positioning on mobile devices so it now stays fully visible on your screen when editing templates.
• [UI] You can now properly remove optional steps when launching processes, even when your template includes mandatory automation steps.
• [UI] Fixed a console error in the Branding settings section to ensure a smoother user experience.
• [UI] Fixed step duplication errors when copying steps that contain automation rules, so you can now reliably duplicate automated steps without interruption.
• [UI] CSV downloads from archived processes now work reliably across all browsers and operating systems.
• [UI] Guest users now receive emails with proper task names and clickable links for public forms, making it much easier to access and complete forms.
• [UI] Fixed photo selection menu getting cut off when changing homepage background on mobile devices.
• [UI] Fixed a display glitch in the launch wizard that could freeze the interface when setting up processes with automations.
• [UI] Fixed dropdown menus across the app to have consistent styling, padding, and hover effects for a cleaner, more professional look.
• [UI] Fixed popup display issue when adding new fields to kick-off forms so all elements now appear properly within the container.
• [UI] Date and time values from form fields now display accurately in automations, eliminating incorrect time shifts when modifying tasks.
• [UI] Enhanced custom email settings with better validation and smoother error handling to prevent page freezing and configuration issues.
• [UI] Fixed scrolling in process views so you can now easily navigate through all your tasks without content getting cut off or buttons disappearing.
• [UI] Fixed email sender information now displaying correctly for guests viewing Email Draft and Email Auto-Send tasks.
• [UI] Fixed phone number validation during account setup to prevent errors when entering numbers with country codes.
• [UI] Steps with Hide/Show automations now update their visual appearance instantly without requiring a page refresh for better clarity.
• [UI] Fixed display and usability issues in the public template gallery so guests can now properly browse and view available templates without errors.
• [UI] Fixed confusing activity messages that incorrectly showed “kick-off form field title update” when you actually updated a procedure template’s title.
• [UI] Activity logs now properly show folder movements with correct before/after folder names and improved formatting.
• [UI] Public kickoff forms now work seamlessly for existing members, automatically redirecting logged-in users or prompting authentication when needed.
• [UI] Fixed organization creation access so existing users can now easily create new organizations when needed through the proper workflow.