2024-09-14

New Features

• [UI] You can now customize which procedure template new team members receive during onboarding, or disable automatic onboarding entirely.
• [UI] Administrators can now disable AI features organization-wide to meet compliance requirements, giving enterprises full control over AI usage.

Changes

• [UI] Made privilege role selection clearer by adding helpful descriptions for Administrator, Standard, and Light roles directly in dropdown menus.
• [UI] Email subject lines for guest task assignments now use the task title by default, ensuring clear and consistent communication without confusion.
• [UI] Added email suggestions and user icons when inviting guests during template launch to make it easier to find and select the right people.
• [UI] Streamlined the coupon code section during checkout with clearer layout and helpful text explaining discount eligibility.
• [UI] Simplified the pricing checkout page by removing duplicate headings, making it cleaner and easier to complete your purchase.
• [UI] Added helpful descriptions directly in the notification frequency dropdown so you can instantly understand what Electric, Mindful, and Chilled settings do without leaving the page.
• [UI] Streamlined the user reactivation process by improving existing communication options, making it easier for disabled users to request account access.
• [UI] Improved our integration strategy to use smarter middleware connections instead of direct third-party tools for better flexibility.

Bug Fixes

• [UI] Fixed blank guest task links in the Settings > Guests section so you can now properly view and share links with external collaborators.
• [UI] Step assignment now displays suggested usernames clearly without overlapping text, making it easier to assign tasks to team members.
• [UI] Fixed timing dropdown options that disappeared after a recent update, ensuring all automation settings remain fully visible and accessible.
• [UI] Fixed infinite loading screen that prevented guest users from viewing their favorited items and navigating the app properly.
• [UI] Fixed favorites list for guests so items are properly removed when unfavorited instead of reappearing after page refresh.
• [UI] Fixed field count indicator to update instantly when adding or removing fields instead of requiring a page refresh.
• [UI] Fixed radio button visibility issue in step checklist validation settings so you can now clearly see which option is selected.
• [UI] Fixed creator name now showing properly next to “Added by” label in one-off tasks for better task attribution.
• [UI] Simplified comment box behavior in procedure templates to show consistent placeholder text, eliminating confusion when clicking different areas.
• [UI] Template permissions now default to the creator only, giving you better control over who can access your newly created templates.
• [UI] Fixed the “Create New Milestone” popup being cut off on mobile devices - it now appears centered and fully visible.
• [UI] Fixed processes with apostrophes in task names now loading properly in Tracker view instead of showing infinite loading.
• [UI] Fixed process names with apostrophes now displaying correctly in Tracker’s Table view after appearing blank.
• [UI] Fixed missing lock icons and properly disabled action buttons for restricted tasks, so non-assigned users now clearly see when they can’t take action.
• [UI] Fixed visual alignment of pointer arrows in popup windows when editing job titles and milestones for a cleaner, more polished interface.
• [UI] Fixed step edit menu dropdown positioning in mobile Tracker view so it appears in the correct location within step modals.
• [UI] Fixed deadline displays to show consistent, accurate time formats across all task views instead of confusing approximations.
• [UI] Improved multi-select dropdowns in automation rules to display selected items clearly without overlapping on all screen sizes.
• [UI] Light role users can now see available template options when clicking “Create Template” to help them understand upgrade benefits.
• [UI] Fixed missing visual shadows in the Automation tab across all template views for a more polished interface experience.