2024 Changelog

12/07/2024

• Added webhook/API functionality under Workspace Management.

26/06/2024

• Added toggle to keep resource bookings in an opportunity after it is converted to a project.
• Added ability to sort task lists by last updated.
• "Add Subtask" button in each task converted to a menu.
• Fixed a formatting issue with the Create Asset modal under Asset Management.
• Fixed Unauthorised Access error in request asset public zone.
• Fixed a bug where asset bookings would disappear from calendar after comment input.
• Fixed a bug where a time sheet submission which was linked to a client was unable to be linked to a project.

25/05/2024

• Created a new public zone called Asset Bookings - allows users to create assets and book them.

26/04/2024

• Added ability to export a PDF of the task table.

17/04/2024

• Added ability to sort tasks by due date and estimated time.
• PDFs and video files can now be previewed when added as a file attachment.
• Added ability to paste files into task detail from the clipboard.
• Added ability to filter by completed tasks.
• Added a menu for each task to allow users to create task below/above, or create a sub-task.
• Fixed error with task statuses which was causing a conflict with automation rules.

02/04/2024

• Project, Opportunity, Task, Employee URL simplified - instead of full ID, now uses combination of shortened ID and name.
• Confirmation added when synchronising clients between QuickBooks and Xero.
• Task and sub-task modal pop-up titles amended.
• Comment count added for each task.
• Automation rule added to allow users to self-assign to tasks.
• Issue fixed where user unable to move task to an empty task list in table view.

15/03/2024

• Added due date, estimated time, tags, and attachment indication to the table layout.
• Employee card removed from My Employment zone.
• Fixed bug where user was unable to type in Trackable Task field in Timesheet submission form.
• Fixed bug where newly created tasks were not appearing in table view.
• Fixed a bug where trackable task field is not pre-populated when time tracker created from task list.

29/02/2024

• Added ability to convert a task under My Tasks into a project task.
• Timesheet submission layout tweaked.
• Tasks assigned to an employee appear at the top of the task list when submitting timesheets.
• Fixed bug where trackable tasks were not showing.
• Issue with budget plan fixed.
• Fixed modal pop-up not focussing on title when opened under task lists.
• Fixed bug under task table view where sub-tasks could not be dragged and dropped.

15/02/2024

• Added Table view to task lists.
• Status overview box added to task lists.
• Comment boxes now auto expand with longer text.
• Task items can be quick assigned.
• Added ability to search for tasks by task name.
• Can now log time against client opportunities.
• Added ability to automate changing task status when time is logged.
• User resource bookings now appear on the dashboard.
• Added ability to sync Xero clients.
• Opportunities can now be converted to a project at any pipeline stage.
• Added ability to edit employee first and last name.

29/01/2024

• Automation added, now able to move a task to a specified status if time is logged against the task.
• Added a status overview progress bar under task lists.
• Further UI optimisation of task list view.
• Task dynamic details added to project templates.
• Added mini-map to facilitate horizontal scrolling to Interactive Resource Planner.
• Fixed bug where longer task comments were partially hidden on smaller screen resolutions.