2025-03-31

New Features

• [UI] Added template filtering to the Tracker Board view so you can quickly focus on processes from specific templates without creating presets.
• [API] You can now create steps with no assignee using the new “Nobody right now” option, giving you more flexibility in your process design.

Changes

• [UI] You can now upload flowcharts in Word or PDF format to automatically create procedure templates, with AI detecting and converting shapes into workflow steps.
• [UI] Updated dropdown menus across the app for better consistency and a more polished user experience.
• [UI] Updated the preview icon in Library view to match Template Editor for a more consistent visual experience.
• [UI] Improved automations with visual identifiers, search filters, and cleaner interface to help you find and manage your “if this then that” rules faster.
• [UI] Simplified product display by keeping focus on our core workflow automation product instead of adding unnecessary multi-product icons.
• [UI] People pickers now show all available members in a dropdown list, making it easier to assign tasks without needing to guess names.
• [UI] Form field placeholder text now provides clearer guidance instead of duplicating header text, making forms easier to understand and fill out.
• [UI] Made template folder creation clearer by replacing confusing button placement with improved global library filters for better organization.
• [UI] Replaced “Favorites” with “Watching” so you can now watch templates, processes, and tasks with customizable email notifications (immediate, hourly, or daily).
• [API] Verified that owner reassignment data for templates, processes, and tasks works correctly through our API as expected.
• [API] Email notifications now feature a cleaner, more professional design with improved mobile display and no horizontal scrolling issues.

Bug Fixes

• [UI] Fixed slow task loading and UI performance issues caused by Chrome’s QUIC protocol conflicts with our static assets.
• [UI] Fixed document templates getting stuck on loading screen when using AI generation - now generates smoothly every time.
• [UI] Fixed filter display in Tracker view so your saved Tags and Template presets now show the correct values when editing instead of showing “Select an option”.
• [UI] Fixed print preview filters so unchecking “Show step numbers” and “Show automation” now properly hides those elements when printing processes.
• [UI] Added grouping options to the Tasks view so you can organize your tasks by process, assignee, or deadline instead of seeing one long list.
• [UI] Fixed organization switching to remember your last selected organization when reopening Tallyfy, eliminating extra clicks for multi-organization users.
• [API] Fixed instant activation of paid subscriptions so your team gets immediate access instead of waiting up to 30 minutes.
• [API] Fixed a database update issue that was preventing some workflow templates from being properly duplicated, ensuring reliable template cloning functionality.
• [API] Fixed a bug that was preventing users from viewing step details, ensuring smooth access to all step information.
• [API] Fixed guest data sorting by creation date so you can now properly organize guest users chronologically.
• [API] Fixed email delivery issues by strengthening security against spam attacks and improving system reliability.

Deprecated

• [UI] Signup page alignment improved as part of our complete redesign for a smoother onboarding experience.

Removed

• [UI] We streamlined our development process by adopting existing AI tools instead of building custom automation, letting us focus on features that directly benefit you.

Security

• [API] Enhanced email security with smart daily limits on trial accounts to ensure reliable delivery and prevent service disruption for all users.
• [API] Enhanced security validation to better protect your account and API access from unauthorized domain requests.