Product Enhancements – Release Notes July 2025

We are happy to announce our July 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 July 24, 2025

New Features & Enhancements

• Projects
  • Task Tab: Filterable icons are now grouped with clear on/off states and improved hover labels for better usability.

• Custom Huddleboard
  • Metric Tile: Edit Tile pop up now includes a Cancel button alongside the primary action for better user control.

• Idea Funnel
  • Ideas Tab: Idea Tab now displays a “No Data Available” message on chart outline when no matching results are found.

Bug Fixes

• Metrics
  • Export: Metric Model with “middle is best” direction and BSC Score column now exports accurate monthly data without duplicates.

• Projects
  • List View: Project List view now correctly retains results when using best practice filter after page navigation.

• Saved View: Project Budget Report saved views now display accurate filter results.

• All Summary Tree Views : Safari users will now consistently see a message (except on X-Matrix tree view) recommending Chrome for optimal experience, ensuring clarity when certain features aren’t fully supported.

Released July 21, 2025

New Features & Enhancements

• Project Summary Report
  • Corrective Actions / Best Practices / Top Few Tile: Added a bar to display count of Best Practice projects in the tile.

• • Workflow by Department & Current Stage by Department Tile: Bars now scale relative to the highest value, with full-width for the largest bar and increased tile size for improved clarity.

• Project List View:
  • Added an option in Project List view to display a column showing the number of tasks per project.

• • Project tags now appear as colored pills in the project list view instead of plain text.

• Team Engagement Report
  • Global Filters
    • More Filter: Updated Team Engagement Report to use the latest date range filter component.

Bug Fixes

• Metrics
  • Data Tab: Metric control chart reset point now persists as configured and no longer defaults to January automatically.

• Projects
  • Tasks Tab: Task Notes button in the Task tab now collapses only the notes panel, not all task groups.

Released July 14, 2025

New Features & Enhancements

• Project Summary Report
  • Status Tile: Status chart in Project Summary View is now updated with new correct status colours for improved clarity and optimized chart service logic.

• • Department Tile: Department donut chart is now displayed as a horizontal stacked bar chart grouped by current stage task groups.

• • Projects By Tags Tile: Project Summary Report tags chart now uses the correct tag colors as defined in the settings.

• Project Benefits Report
  • Display Options: Added two new ‘Data Types’ options under display settings- Actual vs. Budget and Actual vs. Target, with Target selected by default.

• Project Budgets Report: Verified actuals in child benefits now roll up to parent benefits in the Project Budget Report, with cumulative values reflected accurately on line charts.

• Custom Huddleboard: Huddleboard now scrolls automatically to the position of a newly added tile.

• Metrics
  • Import Template: Metric import template now includes Pareto Occurrence and Editor Name fields.

• Goals: Goal Detail pop-up now includes a “Copy Goal Link” action in the Actions button for easy sharing.

• Settings
  • Users
    • Current Users: Current User page now includes user count and repositioned search & action controls to the right.

Bug Fixes

• Huddleboards: Huddleboard switching is now working consistently across all scenarios.

Released July 07, 2025

New Features & Enhancements

• Global Filters: Global Filters UI is updated with labeled dropdowns and refactored component.

• Projects 
  • List View: Tooltip now appears on the applied filter text beside the title to clearly indicate the active filters.

• Projects 
  • Teams Tab: Replaced values for project member roles will now be shown across the app.

• Huddleboard 
  • Status Report: Status report emails now include a “Go to Huddleboard” button and a “View status report attachments” link.

Bug Fixes

• Projects
  • Task Tab: Task sort order is now retained when moving tasks between groups via drag and drop in Project Tasks.

<< Previous Notes / Next Notes >>