2025-03-08

New Features

• [UI] You can now upload PDFs directly to create SOP templates without converting them first, making it faster to get your documents into Tallyfy.
• [UI] Proposed new automated step type that can fill forms and gather data using simple instructions, helping you complete routine web tasks without manual work.
• [UI] Added a new help dropdown menu with platform benefits, demo videos, and onboarding guides to make getting started easier.

Changes

• [UI] Added bulk editing for procedure steps, letting you select multiple steps at once to add or remove milestones more efficiently.
• [UI] Removed inconsistent hover effects on integration cards to match the cleaner, streamlined design across all card views.
• [UI] Power Tools now lets you select specific tasks with checkboxes before updating deadlines, making bulk deadline changes much clearer and easier.

Bug Fixes

• [UI] Fixed AI-powered process naming that was failing to generate creative names, so you can now get helpful suggestions when creating new processes.
• [UI] Fixed AI template generation getting stuck on loading screen - now creates templates instantly as expected.
• [UI] Templates now load faster and more reliably after resolving temporary delays that could cause blank screens or stuck loading states.
• [UI] Fixed a JavaScript error that could occasionally cause page elements to not load properly, making the app more reliable.
• [UI] Fixed slow loading in the Members Activity tab by addressing underlying errors that were causing delays.
• [UI] Fixed task summaries to properly display default values from dropdown and checklist form fields, ensuring all field types work consistently.
• [UI] Fixed misaligned dropdown arrows in member profile settings to improve the visual experience when viewing team member details.
• [UI] Fixed a client error that was preventing certain page updates from working smoothly, improving overall app reliability.
• [UI] Status indicators now display properly in a single line format for better readability when viewing your procedures and documents.
• [UI] Fixed PDF conversion issues in SOP Templates so all PDF formats now generate templates properly without the system becoming unresponsive.
• [UI] Fixed deadline display issues in process tracking views to show more accurate timing information.
• [UI] Fixed “Subject not found” errors when viewing tasks with job titles and restored missing bulk-assign job titles button in tracker view.
• [UI] Fixed page navigation in Tracker and Templates views to automatically scroll to the top when switching pages for better browsing experience.
• [UI] Fixed jarring page transitions in Action Plan view - now loads smoothly with consistent animations instead of flickering between blank pages.
• [UI] When setting up task presets, you can now see the actual names of assigned people and groups instead of confusing generic labels.
• [UI] Fixed filtering by groups in Tasks and Tracker views so you can now easily find processes assigned to specific teams.
• [UI] Rich text editor now smoothly scrolls down when typing long content, so you can always see your cursor position.

Deprecated

• [UI] We’re focusing our development efforts on native desktop and mobile apps rather than browser-based offline features to deliver better user experiences.