2024-06-19

New Features

• [UI] Added instant subscription sync for support teams, eliminating up to 1-day delays when updating billing information.
• [UI] Added in-flight task progress tracking with visual status indicators, letting you see real-time updates on task completion across all your processes.
• [UI] Template creators can now control whether people can add extra tasks to processes, giving you better oversight of your workflows.
• [API] Email senders now automatically receive copies of their sent emails from tasks, helping you keep better records of communications.
• [API] Process administrators can now control whether team members can add one-off tasks to specific processes for better compliance management.
• [API] Processes now automatically track their parent-child relationships when launched from completed tasks, making it easier to see how workflows connect together.

Changes

• [UI] We clarified that completed tasks can already be filtered from view, while keeping them counted in process progress tracking.
• [UI] Template launch buttons now show helpful tooltips explaining why templates can’t be launched, removing guesswork about requirements.
• [UI] Enhanced quality assurance testing now ensures smoother releases with fewer bugs and better stability across all features.
• [UI] Template status is now easier to see and manage with new visual icons, status badges, and improved dropdown controls throughout the Templates view.
• [UI] Updated all help links to point to our new streamlined documentation, making it faster to find answers when you need them.
• [UI] Search results now show your newest items first and display cleaner formatting with better spacing for easier scanning.
• [UI] Streamlined template editor colors and layout to reduce visual clutter and make it easier to focus on building your processes.
• [API] You can now set automatic process archiving in days or weeks, giving you more precise control over when completed processes get archived.
• [API] Task filtering by tags now finds tasks both directly tagged and within tagged processes, making it easier to locate relevant work across your workflows.
• [API] New organizations now automatically have streamlined light user billing enabled by default, making setup faster and easier.
• [API] Improved authentication system for better security and performance across all workflow processes.
• [API] Email notifications now use a left-aligned, mobile-friendly design that displays properly across all devices and email clients.

Bug Fixes

• [UI] Light role users can now see member names in Settings > Members, matching the experience for all other users.
• [UI] Fixed Tracker preset modal tabs so you can now switch between “Coworkers” and “Groups” without the window closing unexpectedly.
• [UI] Fixed congratulatory messages now appearing when completing processes that include kick-off forms, ensuring consistent celebration of your achievements.
• [UI] Fixed Tools button incorrectly becoming clickable when reopening kick-off forms, preventing users from getting stuck with non-working features.
• [UI] Fixed form field options now properly save when editing dropdown, checklist, and radio fields in templates, eliminating the frustrating issue where changes would disappear.
• [UI] Kick-off form buttons now instantly show the correct status when reopening tasks, eliminating the need to refresh your page.
• [UI] Fixed unresponsive drawer sections in automation triggers that weren’t expanding when clicked, making setup much smoother.
• [UI] Fixed form fields in Knowledge Objects and Steps now save automatically without disappearing when you reopen them.
• [UI] Fixed confusing labeling in template editor that now correctly shows “Guest” instead of “You” when assigning external collaborators to steps.
• [UI] Support staff can now quickly access any user profile by adding their ID directly to the URL, making user lookup faster and more precise.
• [UI] Fixed UI glitch where deleting milestones in Tracker view could break the “ADD TASK” button, making it easier to manage your processes.
• [UI] Fixed Tasks view to show accurate task counts immediately and display all tasks in folders, making it easier to see your complete workload at a glance.
• [UI] Fixed duplicate processes being created when quickly clicking the launch button multiple times by disabling the button after the first click.
• [UI] Fixed step assignees now display correctly in the Template Editor without needing to reopen steps, and custom assignees properly appear in the Launch Wizard.
• [UI] Fixed deadline labels in Tasks view to align properly with status indicators for a cleaner, more professional appearance.
• [UI] Fixed tracker view freezing when using certain filter combinations, so you can now reliably access your process overview without interruption.
• [UI] Fixed file upload errors in tasks that incorrectly showed “exceeds 100MB limit” messages even for smaller files in Page view.
• [UI] Fixed tag filters not working properly in Tracker view after clearing all filters, eliminating the need to refresh your page.
• [UI] Fixed auto-launching processes to show proper names instead of dashes, and injecting tasks now appears instantly without needing to refresh the page.
• [UI] Comment indicators now properly display on tasks within milestones in Action Panel view, matching the visibility you see in other views.
• [UI] Fixed three-dot menu positioning in Tasks and Tracker views so contextual options now appear in the right spot for easier access.
• [UI] Milestone labels now support up to 250 characters instead of 32, so longer milestone names display fully without being cut off.
• [UI] Fixed AI generation buttons in procedure templates so you can now generate step descriptions and ideas instantly.
• [UI] Fixed checklist validation to now show clear error messages when you try to complete tasks without checking required items, making it easier to spot what needs attention.
• [UI] Fixed download links in Admin Panel settings that were incorrectly showing “Permission Denied” instead of opening files.
• [UI] Fixed favorited members not showing up on the Favorites page, so you can now properly see and access your starred team members.
• [UI] Fixed date form fields to show complete dates instead of just day numbers, and prevented assignee icons from covering date values.
• [UI] Fixed editor scrolling in fullscreen mode so you can now navigate long documents normally instead of being stuck using only arrow keys.
• [UI] Withdrawn member invitations now disappear immediately from your member list instead of requiring a page refresh.
• [UI] Fixed automation setup becoming easier with improved button placement, better dropdown menus, and resolved issue where selecting actions would accidentally clear your previous choices.
• [UI] Fixed tag color selection being cut off at the bottom of the screen, so you can now easily change colors for all tags.
• [UI] Fixed scrolling issues in document templates so the editor toolbar stays in place and unnecessary scrollbars no longer appear.
• [UI] Fixed overlapping text and missing labels in the text color picker to make choosing colors clearer and easier.
• [UI] Fixed display issues with assignee names in step descriptions so they now appear consistently with proper spacing and formatting.
• [UI] Fixed table data import issues so you can now copy and paste Excel data without cells getting misaligned when some values are blank.
• [UI] Fixed mobile view issues where the “Insert” dropdown menu wouldn’t expand, making it easier to add elements on phones and tablets.
• [UI] Fixed group permissions so that access rights set on templates now properly carry over to launched processes, ensuring team members maintain their intended access.
• [API] Fixed billing calculation to correctly apply Light user discounts during plan upgrades, ensuring you’re charged the right amount for each user role.
• [API] Guest users can now see template titles on their Tracker cards and click them without errors.
• [API] Fixed milestone reordering in templates so the new sequence properly carries over to launched processes, maintaining your intended workflow order.
• [API] Fixed a crash that could occur when updating task details, making task edits more reliable across all processes.
• [API] Fixed automations that wouldn’t trigger when the same task appeared in both the “if” and “then” parts of your rule.
• [API] Fixed an issue where deleting folders would sometimes fail, ensuring you can now reliably organize your templates without errors.
• [API] File upload timestamps now appear correctly for new URL links, making it easier to track when files were added to your processes.
• [API] Fixed permission inheritance so access groups from templates now properly carry over to launched processes, ensuring consistent team access.
• [API] Date form fields now display the complete formatted date instead of showing only the day value, making form data more useful and accurate.
• [API] Fixed guest task assignment links that were failing when automations assigned tasks to new guests outside your organization.
• [API] Fixed user registration to properly limit first and last names to 32 characters when copy-pasting, preventing data storage issues.

Deprecated

• [UI] Enhanced administrator role management to better handle task assignments when team members are unavailable.

Removed

• [UI] Removed A/B testing platform integration to focus on collecting better lead data instead of conversion measurements.
• [UI] Added global dropdown filter pills to replace sidebar navigation, making it faster to filter processes and tasks with fewer clicks.

Security

• [UI] Customer support sessions now include better audit tracking to ensure secure and accountable assistance during troubleshooting.
• [UI] Enhanced security protections now restrict access to sensitive support functions, ensuring only authorized team members can access administrative tools.
• [API] Added member invitation limits for trial accounts to ensure reliable email delivery and system performance for all users.
• [API] Trial accounts now have smart limits on guests and task assignments to ensure optimal performance for everyone.