2023 Changelog

15/12/2023

• Added ability to set annual leave allocation to follow calendar year rather than financial year.
• Fixed error when setting up rate cards under Workspace Management.

09/11/2023

• QuickBooks added to integrations under Workspace Management.
• Time logged in a task can now be hidden from the portal.
• Added ability to delete clients.
• Quick assignment to tasks added.

16/10/2023

• Added dynamic details for client contacts.
• Show start and end time of events on Google Calendar suggestions.
• Fixed bug where start and end date on opportunity was not updated through API.
  
• Fixed problem with syncing project through Salesforce UAT.
• Fixed bug where Google Calendar did not show recurring events from previous weeks.

28/09/2023

• Fixed task list progress toggle on client portal create modal.

14/09/2023

• Allow users to mark a dynamic detail as required.
• Allow users to add a default value for a dynamic detail.
• Added estimated timeline to task (expected start and end date).
• Added dismiss button to task details in Kanban view.
• Added setting under Workspace Management -> Opportunities and Projects to allow users with permission to edit an opportunity after converted to a project.
• Show a list of projects that an opportunity is linked to.
• Allow users to synchronise their Google Calendar with timesheets.
• Client portal setting UI updated.

04/09/2023

• Added embedded Tableau analytics for bespoke reports.
• Added task comments, can now @someone to send an email notification.
• Portal edit modal design updated.
• Show estimated time, update due date and estimated time options added for client portals.

25/08/2023

• Added Kanban mini map to allow horizontal scrolling.
• Task estimation override: allows users to set estimation of main tasks.
• Updated design of project list in opportunities
• Portal shareable information to show as a tree view.

17/08/2023

• Project dashboard now shows unsubmitted time, number of hours approved vs submitted.
• Line added to project dashboard to show projected spend based on resource plan.
• Only show strategic details on project cards.
• Task name added to timesheet submission tooltip.
• Client portal setting configuration added: create task, show task progress, comment, update title and description, update priority, update status, attach file.
• Fixed recurring event problem with Outlook integration
• Fixed issue of timesheet submissions of deactivated users not showing in time-based progress pie chart.
  
• Fixed bug where resources could not be added to Opportunities.

11/08/2023

• Allow users to mark dynamic field as strategic.
• One opportunity can now be converted to multiple projects.
• Allow users to choose a project template when converting opportunities to projects.
• Automatically save dynamic details in project configuration.
• Fixed display of task list view toggle on mobile.
• Fixed issue when moving tasks to the top of a Kanban board.
• Reminders generated from Journal now have Client, Project/Opportunity name in description.
• Fixed email notification when assigning users to a task not being sent.

03/08/2023

• Salesforce integration - ability to push information from tasks, projects, timesheets.
• Project dashboards updated to include budget consumed (by fixed price) and consumed percentage (by fixed price).
• Dynamic details added for timesheet submissions.
• Added ability to quickly change task priority.
• Added ability to sort task list by status.
• Fixed bug where changing task status triggered wrong notification.
• Fixed bug where employee search bar didn't work for invitations.
• Fixed bug where users couldn't log time sheet submissions.

26/06/2023

• Added ability to add calendar markings.

15/06/2023

• Fixed bug with Xero connection.

05/06/2023

• Added ability to archive completed tasks.
• Task ranking logic updated
• Added save button when editing task statuses.

03/06/2023

• Added ability to import rate cards from Xero.

02/06/2023

• Added project templates.

22/05/2023

• Design changes to My Tasks.
• Added ability to tweak task status colours.

16/05/2023

• Added ability to enter emails in My Tasks comment section.

15/05/2023

• Added list view to My Tasks.

10/05/2023

• Reminders merged with personal tasks.

04/05/2023

• Personal task zone added.
• Added one personal task list per user.

26/04/2023

• Added ability to automate actions based on task status change.

22/04/2023

• Added Kanban view to task lists.

13/04/2023

• Fixed bug under revenue agreements where 0 month offset would not save.
• Fixed non-functioning delete button on agreements.

11/04/2023

• Added task statuses to task lists.
• Added ability to calculate project revenue using fixed monthly by agreement for new projects.

23/03/2023

• Time Sheet integration with Microsoft Outlook added.
• Fixed mileage unit inconsistency and incorrect amount calculation.

14/03/2023

• Added ability to edit time sheet submissions via Time-Based Progress tab in Projects.
• Time Sheet CSV export - added fields: role hourly charge, role hourly cost, task, and tags.
• Budget Plan now splits revenue/cost by working days rather than calendar days.