Features

• NW-33 permitted users can re-open a closed task
• NW-56 line in the task diary indicating when a task was closed
• NW-690 “Project Groups” are “Portfolios”
• NW-703 Every “resource_show” screen has insights
• NW-738 ‘undismiss’ a condition
• NW-926 News Feed highlight on comment lines
• NW-928 Rewrite API calls to use AWS Amplify
• NW-943 Task page UX/UI improvements
• NW-986 Document Preview handles more filetypes
• NW-987 Redirect users attempting to access condition urls to the task url
• NW-988 Ability to markup an image to leave comments for other users
• NW-989 Project team members’ mobile phone numbers accessible from the Team Member tab
• NW-993 Match production web to match database changes

Defects Fixed

• NW-719 Adding users to resource permission should reload the resource immediately
• NW-784 Unable to choose a suburb in the address field when starting a project – for the address of the Tenant.
• NW-799 “startedByUser” project attribute does not seem to be working
• NW-808 Reformatting required on the Permissions resource across all pages
• NW-857 Project page Activity feeds defects
• NW-860 Filtering Projects – ‘unknown’ label
• NW-866 Archive feature isn’t working as it should
• NW-874 Document delete button is missing
• NW-884 User name (actor) on a met yes/no condition is not showing up in the condition row
• NW-888 The ‘Started By Me’ Filter via the Projects list isn’t working as it should
• NW-889 Team Members tab performance issues
• NW-892 Clicking on the Building name on the Building tab on this property caused grey screen
• NW-917 Those Projects that I’ve previously trashed, the Tasks still seem to be sitting in my ‘Task’ list
• NW-929 Missing breadcrumb link on Task page
• NW-932 The ‘OK” button the edit Task function isn’t working as it should
• NW-939 Initial icons throwing a weird example of initials
• NW-946 Restore IE11 support
• NW-950 Cannot edit expiry dates on documents
• NW-964 Document uploading performance issues
• NW-978 Project create fails when base rent is null
• NW-981 Editing a Task modal: The ability to ‘copy to’ someone has disappeared
• NW-995 The News Feed on the dashboard not loading
• NW-996 Team Members on a Portfolio: as Users are added to Projects on a Portfolio their name, role company and mobile needs to be listed on the Team Members’ Portfolio page
• NW-997 Starting a new project: I clicked on ‘Start My Project’, the thinking wheel went through, the first page I saw was back was the final stage of starting a project page
• NW-1004 Team Members on all Resources are not showing
• NW-1008 I’m the project admin, but I don’t have permissions for all tasks
• NW-1010 Inconsistencies between conditions on task page and condition info in task row datapoints
• NW-1012 Project folder datapoints are showing wacky data for non-document conditions/ dismissed conditions

Added

Diary Entries on Tasks

• Users can add ‘diary entries’ to tasks
• Users can @mention other users in diary entries
• Users are prompted to leave a diary entry when closing tasks

Email Notifications

• Users receive email when someone replies to their diary entry
• Users receive email when they receive a private message
• Users receive email when a document is uploaded to a task they are party to
• Users receive email when a task they are party to is closed
• Users receive email when when they are @mentioned in a diary entry

Activity and Notifications

• Contextual activity feed widgets on user dashboard, property show, project show, task show and document show
• Global navigation item for Notifications added
• Global Notifications nav item shows 10 most recent activity feed items (clickable) for all contexts when clicked
• Global Notifications nav item highlights red when there are unread notifications

User Interface

• Icons added to workspace tabs in project show and template show

Other

• Users can add custom property in project create

Removed

Projects

• Task edit – removed ability to change task name in active project
• Task edit – removed ability to override task date in active project
• Rent fields removed from project create and project show

Team Members

• Duplicate Tenancy Coordinator roles removed from Role dropdown choices

Template Create

• Removed Reports tab from template builder

Fixed

Phases

• Project Document Library – phase folders appearing out of order
• Project Document Library – ‘No phases’ found issue
• Project Insights – Project Completeness graph phases appearing out of order

Documents

• Project Document Library – documents not appearing
• JPEG document preview issue

Other Bugs and Issues

• Search facility bugs
• Task assignment bugs
• Dashboard cards and links bugs
• Task close bugs
• Template create bugs
• Project Creator task not actionable
• Project duplicates in projects list on template show
• Hover behavior when direct messaging people from sidebar cards
• Font Awesome icon errors

Updated

• ‘Comments’ facility changed to ‘diary entries’
• Task close behaviour – ‘close’ or ‘close and leave a diary entry’
• Order of Workspace Tabs: 1. workflows/project list 2. documents 3. team members 4.insights
• Breadcrumbs – reinstated link to Property
• Slipping projects represented by orange status circle
• Task Edit on active project – users can copy team members on active task by name
• Global navigation item for tasks re-introduced
• Project Insights shows name of template used
• Project Insights shows property location map
• Permissions widgets – items rolled up
• Active users receive emails for the following 5 events only: private message, @mention, reply to diary entry, task close, document uploaded.

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

Read the announcement post

Added

• Added phone number to ‘People’ hover cards
• Added a ‘Start Project’ task to every Project
• Added orange Banner to warn users using an outdated browser
• Added Completed date to Project Details Card
• Added Gantt Chart to Project List View
• Added help text to ‘Assigned To’ on new Task form
• Added help text to Dependency selection to warn users about not selecting a Dependency
• Added help text to Description of Conditions
• Added help text to Description on new Task form
• Added help text to Name in Condition
• Added help text to new Phase form
• Added transition to after new Project is created
• Allowed Users to increase the number of items in a List
• Enabled UI so Users to Print Workflow Templates & all associated info (Role, Time, Conditions, Dependencies etc)
• Implemented Analytics with real-data
• Implemented Google Graphs
• Implemented Global Search
• Live Chat feature
• Product Updates widget on dashboard

Removed

• Removed ‘Show All’ button on Project Document Library
• Removed ‘opening scheduled’ and ‘projected’ from project details card
• Removed buttons that add merge fields to Notifications
• Removed Description on new Phase form
• Removed Import/Export from Template
• Removed Kind from new Task form
• Removed option to add short messages to new Notifications
• Removed Workflow ‘kind’ choice from edit modal
• Removed option for ‘Sharing Tasks’
• Removed words that auto appear from the previous phase when adding a new phase in the workflow template
• Removed Required flag on Condition

Fixed

• Starting a New Project – choosing from the list of Tenancies causes an error.
• Amending Templates – clicking on any Template goes to a blank page.
• Approve button on ledger not working
• Leaving Comments on Tasks
• Changing Task Title
• Closed Tasks not showing as Closed on the front end workflow list
• Project View Bread Crumb – taking user to blank screen
• Document Library Expired Notice Clipping
• Editing Tenant button – taking user to blank screen or loading state
• Editing a ledger – adjusting the Capped value not saving
• File Download – files need to keep their original file name
• New Template button
• Library JPEGs and PNGs not previewing
• Missing Notifications
• Phone number not being recorded despite it being put in when creating the Tenant
• Project list on Template page not updating
• Rent payment not being recorded despite being put in when creating the Tenant
• Roles aren’t assigning to Tasks straight away
• Starting a new Template – blank screen after adding first phase and task
• Template – phases and tasks disappearing
• User Card not appearing on User lists on Tasks
• Comment emails aren’t being delivered
• Gantt Chart on Lease page clips Lessee name
• Comments on tasks – not sending or saving
• User can’t use the ‘X’ to close window pop up
• Overdue status being incorrectly calculated

Updated

• Users can see a list of all their Tasks on the dashboard
• Show current year on all dates
• Documents on dashboard defaulted to list view
• Enabled user to delete Ledger line items
• Users can Delete Notifications in Templates
• Users can Delete tasks from Phases
• Users can Delete Tasks in Templates
• Validation works on new Condition item
• Validation works on new Notification form
• Validation works on new Task form
• Workflow templates can be downloaded as a PDF
• Indicate Project Complete Status
• Instructions can be Issued before Project starts
• Notifications and Conditions dependent on Dependency being added to Task
• Messages grouped by Project
• Re-implemented property plans
• Rent calculations updated to annual (from weekly)
• Users resturned to the Task after Updating (not Project)
• Language ‘Closed’ changed to ‘Archived’
• Language ‘Centre’ changed to ‘Property’
• Template Navigation Tool only accessible to Project administrator