v8 Release Notes

Sarah -

August 3, 2017

  • Admin: changed the tab from "Manage" to "Admin" and included links and helper text for topics, search labels, and text fields for the v7 admin view in v8 sites
  • Custom reports: helper text on what each report means:
  • Add workspace: helper text added when the maximum number of characters for a workspace name has been reached

July 20, 2017

  • Updated "Access forbidden" message: more informative to indicate related reasons such as permissions, technical, data no longer on the site, session expired, and other specifics
  • Browse: grouping shows description
  • Scheduled report email alerts: site name will appear instead of the general "FMYI [for my innovation]"
  • Latest Activity tracker: expand "Users" filter to show multiselect of teams and users
  • Linking: ability to share a link to trackers and workspaces using an icon in the upper right of trackers and workspaces:
  • Reports: ability to generate custom form and site reports when a completion report is running

July 13, 2017

  • Reporting: performance tuning, completion reports sent via email, saved reports show who issued report, columns sortable
  • Importing: helper text added about file guidelines and a reminder to map extraneous columns to "Do nothing"
  • Sign up/create account: Twitter removed as an option due to low usage

July 6, 2017

  • Read only users: Quick view input and form submit buttons are hidden
  • Create new workspaces disabled for general users: "Add a workspace" and "Import" menu items are hidden
  • Scheduled reports: now account for data type and team permissions (individual access permissions are ignored and will be addressed in a future release)
  • Completion reports: now includes a Data Counts tab which shows subtotals by subcategory

June 29, 2017


  • Message alerts: now supports large groups (100+ users)

June 22, 2017

  • Message-only permission: allowing read-only to post messages and comments while keeping other workspace data read-only

June 8, 2017

  • Styling updates: manage scheduled reports helper text, featured reports title tag, show tag name in task quick view
  • Checklist tracker: support grouping by subcategory for Goals

June 1, 2017

  • v7 reports: added a link to v7 reporting options for site administrators under the "Manage" menu
  • Create/send invites: updated copy to make things clearer and simpler
  • Other: email repeating report to a pending invitation, remove auto-follow feature for import, link subcategory to team 

May 25, 2017

  • Quickview: click "View first message" on the right of a message to auto-scroll down the timeline or the link icon to get the direct URL to the message.
  • Latest Activity: Forms now appear
  • Batch update: can now add/remove followers (separate from access)
  • Background images: upload custom background image for your site

May 18, 2017

  • Tracker Ownership Color: color is now more subdued on shared trackers (light blue)
  • Email notifications: "View post/View comment" links will now auto scroll to the right position in Quickview
  • Latest Activity Tracker: "View since your last signin" link added
  • Welcome [user] menu: "My site activity" link added

May 11, 2017

  • Tracker Ownership Color: trackers created by others appear teal while those created by you stay white.

May 4, 2017

  • Pin Site Featured: setting in tracker, will place site featured pages at the top
  • Filter by topic in Quickview: now able to assign topics to files and filter by them.

April 27, 2017

  • Manage goals: minor updates to tasks table to improve "at-a-glance" readability
  • Create trackers: for only a specific team or user to view under "Publish Options"

April 20, 2017

  • Site/Status Report: now includes all custom fields for a more thorough report
  • Search filter trackers: new "Download" link to quickly export your data into Excel
  • Site Announcements: now appear on the dashboard for a nice message to your team
  • Snapshot: Markdown is now enabled in the description field so you can now customize your text (e.g. bold, underline, change font size)
  • Comments: (below messages) now show line breaks

April 6, 2017

  • Search Filter Trackers: Group/Sort by filters moved above all other items for easy navigation

March 30, 2017

  • Completion Reports (applicable sites only): ability to strip sensitive data out of the report so that it can be shared with external users
  • Team read+write permissions: for "mismatched" teams attached to subcategories, the ability to edit the subcategory and save a new link/re-save an existing link
  • Menus: If your mouse hovers above a menu item for more than half a second, it will open. If you don't pause, the menu will not open. This improves navigation and items opening when you don't need them to
  • Reports Tracker: buttons are aligned in a more orderly grid so they look better on a mobile device/tablet
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