Product Enhancements – Release Notes August 2025

We are happy to announce our August enhancements & fixes:

Note: if you don’t see the same thing in your account, try clearing your cache/cookies or use a “new private window” to get the latest changes.

Released August 18, 2025

New Features & Enhancements

Applied Filters

  • On all pages with a status filter in More Filters, applied filters now display individual statuses instead of the generic “Multiple Statuses” label.
Export Metric Data

Bug Fixes

Settings

  • Notifications: Notification settings remain consistent when switching between multiple user accounts.

Global Filters

  • Global Filters dropdown now selects the parent department on double-click, and a third click removes the parent selection.

Saved Views

  • Project List:
    • Switching between saved views clears date/year filters as expected in the project list.
    • Project list table now renders correctly when opening saved views.

Project Benefit/Budget Report

  • More Filter: In Budget and Benefit reports, if no benefit date range is set, the default year now shows as the current year; using Reset restores the default year, and Clear removes the filters.

Released August 12, 2025

New Features & Enhancements

Projects

  • List View:
    • Project list view now includes actual & target date range filter in the more filter dropdown, replacing the year filter.
Export Metric Data
    • For existing saved views that had a year filter, the same time period is now automatically applied as an actual date range when the view is opened.
    • Project list view now shows a label above the table indicating the applied date range from the “more filters”.
Export Metric Data
  • Tasks Tab: Task tab now supports both sorting and filtering by task status at project and group levels.
Export Metric Data
  • Charter Tab: Project Charter effort/impact sliders now use the same colors as the Idea Funnel effort/impact matrix for visual consistency.

Bug Fixes

Idea Funnel

  • Ideas Tab:  Ideas tab chart is now showing correctly when a global filter is applied from any other tab.

Released August 04, 2025

New Features & Enhancements

Metrics

  • Data tab: Individual metric export from inside the metric modal now supports including all or multiple years of data.
Export Metric Data

Projects

  • Task tab: Task filtering is now improved for easier user-level filtering at the task group level.
Project Task Tab

User Certification Report

  • Action: Added Certification count in action button.
User Certification Report
Count by Certification Type

Idea Funnel

  • Ideas Tab: Idea Funnel chart colors for ideas by priority now match the Effort vs. Impact matrix.
Idea Funnel

Bug Fixes

Daily Updates

  • Goals Need Updates: Daily update page now correctly reflects goal status after updates.

Project Benefit Tree view

  • Saved view: Saved view title now defaults to page name and date, similar to other views, and can be renamed.

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