Read the Announcement Post
Added
- Authorities added with appropriate permissions: property administrator, project owner, project administrator, project party
- Documents can be pinned to project library to indicate their importance
- In project create, users are asked for dates for phases marked as milestones in the template
- Phase and task-based folders added to project libraries
- Project Libraries display documents by what tasks and phases they were uploaded to
- Project ‘business days over/under’ status indicator has been added to project header, in reference to milestone dates set by the project and the templates
- Project workflows display text ‘mine’ for tasks user is responsible for
- Project workflows display text ‘cc’ for tasks user is copied on
- Status indicator displays as per waterfall based on vital phase status
- Template Lookup on Project Create screen now displays the kind of template, the date it was created and the user who created it
- Template Builder, Project Create and Project Workspace now include sidebar widget linking to appropriate knowledge base help articles
- Users can define whether a phase is a ‘milestone phase’
- Users can now edit template descriptions and tags
- Documents may only be uploaded by project parties to tasks within projects
- Documents may only be uploaded to properties by property administrators
- Tabbed views on project and property pages
- ‘Activities’ are created after an action on a resource
- Activity feed widgets on all resources display all activities relevant to that feed and that users’ permissions
- Allow Users to create or select a predefined message to send when closing a task
- Permissions widget in resource sidebars displaying who has what permissions
Removed
- Removed Approvals button on document preview page
- Approvals UI has been retired
- Inspections UI has been retired
- Tenancies UI has been retired
- Ledgers UI has been retired
- Leases UI has been retired
- Notifications from task create in template builder removed
Fixed
- Ledgers cannot be created without a name
- When building out a new Project, interface shows the ‘Trading As’ name, not the Lessor name
- Properties are not fixed to project kind
- Template View accurately reflects which projects the template has been applied to – in ‘projects’ sidebar widget
- Issue with people not assigning to new projects resolved
- Users can log in to a single account on multiple devices concurrently
- User is forced to re-login after their session expires
- Fixed Loading state error when reopening task
- Users with no authority or permissions for any tasks on a project cannot view that project
- Fixed issue with dragging phases in template builder
- Phone number not being recorded against tentant when unput on the project create
Updated
- Only project owner or administrator can invite people to project (project parties)
- Property library user interface updated
- Project library user interface updated
- Phases in the templated builder are fixed – they can be added but not deleted
- Project Create no longer uses modals – users are presented with all options without being taken out of the form
- User Interface and Experience improvements on Project Create sections to clearly show which sections are complete and incomplete
- Creating a tenancy in project create now only asks questions relevant to the kind of project being created
- The first action in Project Create is to select the template
- Templates are tagged with ‘kind’ depending on initial selection, which informs fields on project create
- Role-based permissions updated
- A document that a user does not have permissions for is not visible to that user
- A task that a user does not have permissions for is visible to that user but not clickable
- Header banner cards on document, task, property and project page is now full-width
- Internal reference in Project Create is now a non-mandatory field
- Marking a Task as complete : change words from ‘Ok’ to “Mark this Task as Complete” – and add a button that says ‘Take me back to my Project’.
- Templates now have pre-created phases and milestone status based on kind selected
- Filter/Sort UI Simplified
- User can choose to CC roles on task in template builder
- Template graph restored
