2024-02-27

New Features

• [UI] You can now set Light role as the default for new SSO members, helping you save costs on user licensing.
• [UI] Organizations can now add Light users at a lower cost - these users can view and complete tasks but cannot create or edit templates, making it more affordable to include your entire team.
• [UI] You can now choose your preferred date format in My Account > Personalization, with 122 options that apply consistently across all tasks, deadlines, and forms.
• [UI] Added milestones to organize your process steps into collapsible sections, making complex workflows easier to navigate and manage.

Changes

• [UI] Milestones now appear as section headers when viewing procedures, making it easier to understand process structure at a glance.
• [UI] “Power Tools” renamed to “Tools” in templates and approvals for a cleaner interface and easier future updates.
• [UI] Fixed confusing task linking behavior so you can now clearly add design notes to templates and operational tasks to active processes.
• [UI] Kept invite modal form styling consistent to ensure green/red input validation remains clear and intuitive.
• [UI] We’re building a table view for procedure templates that includes CSV export, so you won’t need to create dummy processes just to view form fields in spreadsheet format.
• [UI] Simplified user roles by adding a dedicated “Light” role option, making it easier to manage permissions and billing for team members.
• [UI] Power Tools now shows assignment details when bulk-changing assignees, making it easier to spot tasks that need guest assignments.
• [UI] AI-powered template creation now responds faster, reducing wait times when generating new procedure templates from your descriptions.
• [UI] Template icons now show meaningful status and type information, making it easier to identify ready-to-use templates at a glance.
• [UI] You can now easily assign team members to job titles in active processes using the new bulk assignment tool, plus we fixed the broken single assignment button.

Bug Fixes

• [UI] Fixed procedure timing tooltips to show helpful information instead of confusing code snippets.
• [UI] Fixed a rare issue where converted guest users with light roles weren’t showing up in member lists, ensuring all team members appear correctly.
• [UI] Date fields in document templates now correctly display in your personal timezone instead of defaulting to UTC.
• [UI] File upload forms now automatically fix incomplete URLs by adding “https://” when needed, preventing silent failures and improving reliability.
• [UI] Fixed loading animation that shows when opening an active process to provide better visual feedback while content loads.
• [UI] Tasks in the “Most Recent” filter now appear in proper chronological order with newest tasks at the top.
• [UI] Guest users can now reliably view their assigned tasks and see complete process details without encountering missing information or error messages.
• [UI] Fixed step duplication in the template editor to instantly show copied steps without needing to refresh the page.
• [UI] Fixed column alignment in the Bulk-Assign Job Titles tool so it displays properly on smaller screens and browser windows.
• [UI] Fixed permanent deletion button incorrectly showing for Standard users in archived processes - now only Administrators can access this sensitive action.
• [UI] Fixed excessive API calls when viewing tasks in processes with multiple milestones, making the Tasks view load faster and more efficiently.
• [UI] Document editor now loads properly in templates after fixing a display issue that prevented the editing interface from appearing.
• [UI] Fixed template view loading so all page elements now appear together instead of the table of contents icon showing up too early.
• [UI] Fixed template editor issue that prevented adding new steps to procedure templates, ensuring smooth workflow creation.
• [UI] Fixed task timing tooltips to show clear, readable information instead of confusing code text, and corrected timezone settings navigation.
• [UI] Fixed the “Show Hidden Tasks” button so hidden tasks now properly appear when clicked, making it easier to review your complete process.
• [UI] Fixed loading indicator when generating AI steps in procedure templates so you can clearly see when processing is happening.
• [UI] Fixed template type filter in Templates library to properly show single selection after page refresh instead of appearing as if multiple options were selected.
• [UI] Fixed tooltips in the Tracker’s Power Tool section being cut off so you can now see all helpful information clearly.
• [UI] Light role users now see only the actions they’re authorized to perform, eliminating confusing buttons for archiving and unarchiving that previously didn’t work.
• [UI] Fixed scrolling issue in Activities Page where step form fields would block content, making it easier to navigate through your processes.
• [UI] Fixed button text wrapping issue in task comments so “Report issue” and “Resolve issue” buttons now display properly on one line.
• [UI] Fixed public process links to properly show all process contents instead of just the process name, making it easier to share complete workflows publicly.
• [UI] Fixed profile pictures not loading properly when scrolling through the Tasks view, ensuring your team’s photos always display correctly.
• [UI] Fixed Tasks view filters so you can now clear the “States” filter when it’s the only one active, and all filters properly save when switching between views.
• [UI] Fixed tooltip display in document templates so helpful hints are now fully visible when you hover over elements.
• [UI] Fixed multiple issues with the +Create menu so it properly closes when duplicating templates and eliminated extra clicks and errors when viewing favorites on mobile.
• [UI] Fixed newly created steps to instantly appear in the left navigation without needing to refresh the page.
• [UI] Fixed display issues in Milestones where steps and tasks now properly show for all users including guests.
• [UI] Fixed several interface issues in workflow editing including real-time display of newly created steps, inconsistent window sizing, and bulk assignment controls now working properly.
• [UI] Fixed an issue where deep links to specific tasks now properly load and display all previous tasks in the process, with automatic scrolling to your target task.
• [UI] Based on the insufficient information provided, I cannot create a meaningful changelog entry. The issue summary lacks specific details about what was actually fixed, what component was affected, or what user benefit was achieved. A proper changelog entry requires concrete information about the problem that was resolved and its impact on users.
• [UI] Fixed Tracker view filtering so completed, incomplete, and favorite process presets now show accurate results instead of missing or incorrect processes.
• [UI] Fixed Email Settings page display on mobile so dropdown options and SMTP toggle are now fully visible and functional.
• [UI] Fixed member name display in the Associated Members column so names stay properly contained and the save button appears in the right place when adding multiple people.
• [UI] Fixed file attachment icons so image files and other document types now display their proper icons instead of appearing broken.
• [UI] Fixed personalization settings to keep your custom text when toggling the “ENTER CUSTOM TEXT” option on and off.
• [UI] Fixed browser console warnings from date library to improve developer experience and reduce technical noise when debugging.
• [UI] Fixed browser back button navigation so you can now easily return to the Tracker view from process pages without getting stuck or needing multiple clicks.

Deprecated

• [UI] Since this was a marketing tracking configuration that was ultimately not implemented and the issue was marked as deprecated, this would not be included in a user-facing changelog as it has no customer impact or product improvement to communicate.

Removed

• [UI] Removed template thumbnails and icons across all views to create a cleaner, faster-loading interface that better focuses on your actual processes.
• [UI] We refined our form design priorities to focus on proven patterns that work best across different devices and screen sizes.

Performance

• [UI] We optimized page loading by prioritizing essential content first, making Tallyfy feel faster and more responsive when you navigate between pages.