Product Enhancements – Release Notes March 2021

We are happy to announce some new enhancements & fixes:
(Last release March 31, 2021)

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

Weekly Metrics:

  • NEW monthly view available for metrics with weekly input frequencies
  • Logic follows 4-4-5 calendar (January – 5 weeks, February – 4 weeks, March – 4 weeks, April – 5 weeks, etc.)

Project Benefits:

  • NEW additional totals columns to display previous years data

Status Report:

  • Help tip added to project Status Report tab

Metric Data:

  • NEW add up to two custom columns in the metric data table
  • Custom columns can be renamed
  • Input accepts string and numeric values

Goal Grid View:

  • Global filter will shift all goals that match the search criteria to the far left column in order to drill down into deeper levels of linked goals, metrics, and projects

Custom Dashboard:

  • NEW date selector to toggle time period of metric data displayed in dashboard

Notification Settings:

  • Admin can view and configure other user’s notification settings


  • Project Charter, Portfolio Timeline View: target start date default value is the project creation date until user selects different date

Daily Update:

  • Status Reports: Metrics Need Updates – update most recent metric inputs from the Daily Update page

Project Kanban:

  • Sort by Owner – view tasks in a project by owner
  • Drag and drop tasks to different users and groups
  • Update task status from view

Main Navigation Menu:

  • NEW Reports consolidated to a single page that is accessible from Projects and Metrics main navigation submenus
  • Can find all views and reports on Reports page.

Project Status Report:

  • All members on project team can create and view status reports
  • Can send status report reminder to all or any members of team with reoccurring frequency or “now”
  • Status Reports will populate on Messages tab of Project
  • Custom Dashboards: NEW Project Messages tile that displays submitted reports and can send new messages from huddle board

Idea Funnel:

  • Category column added to table, can edit values from table without opening up project


  • Improved speed with login time