2021-12-09

New Features

• [UI] Added Public Forms so anyone can submit requests to start your processes without needing a Tallyfy account, making it easier to collect information from external stakeholders.
• [UI] Added a quick task creation carousel to the Tasks view so you can instantly create one-off tasks without leaving the page.
• [UI] Added a new admin tool to curate and feature high-quality templates in the public library, making it easier for all users to discover the best workflow examples.
• [UI] Added a new Compliance tab in Settings for admins to easily access privacy controls and enterprise security features like data protection agreements and audit logs.
• [UI] Added a “We use this” toggle on the integrations page that lets you mark which apps your team uses, making it easier to spot relevant integrations.
• [UI] Document templates now let you launch processes with editable form fields while keeping content protected, making it easier to customize documents for each workflow.
• [UI] Added smart SEO optimization to make public template library more discoverable through search engines while keeping the fast user experience unchanged.
• [UI] You can now assign guest email addresses to all guest-facing tasks at once, eliminating repetitive individual assignments when external collaborators work on multiple steps.
• [UI] You can now share a read-only view of any process with anyone using a simple link - no login required.
• [UI] You can now set up and manage SSO/SAML authentication directly within your organization settings for easier user access.
• [API] Added a public link feature that lets anyone view and start your templates without needing to sign up or log in first.
• [API] Kick-off forms now automatically capture who submitted them and when, giving you better visibility into process origins.
• [API] Admins can now control whether rich text editors allow HTML formatting across your organization for enhanced security.
• [API] Added an “Everything” filter for guest users to view both to-do and completed tasks together in one convenient list.
• [API] You can now manually show or hide tasks with optional comments, giving you more control over task visibility beyond automatic rules.
• [API] Guest users can now view all tasks in public processes, but only edit tasks assigned directly to them.
• [API] You can now filter templates, processes, and tasks by folder in custom views for better organization and faster content discovery.
• [API] Groups now include a description field so you can add detailed context about each group’s purpose and responsibilities.

Changes

• [UI] Removed distracting animations from table toggle switches to provide a cleaner, more focused user experience.
• [UI] Email tasks now work like drafts - they only send when you click “Send” instead of sending confusing notifications when created.
• [UI] Improved trial navigation by moving plan details to Settings and keeping days remaining visible in the header for better clarity.
• [UI] Updated template type labels to consistently show “Automation” throughout the interface for clearer navigation and standardized language.
• [UI] Fixed public forms showing confusing 5-day deadlines to guests by removing deadline displays from the guest view.
• [UI] Docs plan users now see a clear upgrade path when trying to launch templates, with a disabled launch button that shows upgrade options when clicked.
• [UI] Task carousel now works in both procedure and document processes, making it easier to navigate between tasks in more workflow types.
• [UI] Made the template library easier to use with clearer action buttons and consistent launch behavior across all template types.
• [UI] Redesigned the Tracker with search-driven filters, savable custom views, and a cleaner two-pane layout to help you find and manage processes faster.
• [UI] You can now organize your template library by moving folders inside other folders, with improved dropdown controls and better labeling for easier navigation.
• [UI] Made tab navigation clearer with stronger visual design and better highlighting of your current location in the app.
• [UI] Streamlined sign-up flow by removing photo upload step and improved color customization to instantly update your organization’s theme across the entire interface.
• [UI] Fixed code quality issues to make the app run smoother and more reliably for everyone.
• [API] Improved database performance through system optimizations, making workflows and processes load faster across the platform.
• [API] Templates can now be organized into multiple folders simultaneously, giving you more flexible ways to categorize and find your workflows.
• [API] Simplified signup flow design to help you focus on finding the right plan for your needs with clearer messaging and less visual clutter.
• [API] Made public template pages load faster by optimizing how search engines access them, improving discoverability of shared workflows.
• [API] Users can now watch specific processes and tasks to get notifications exactly where they want them, giving you precise control over what updates you receive.

Bug Fixes

• [UI] Fixed an intermittent issue where archiving completed processes in Tracker would occasionally show “Not Found” errors instead of archiving successfully.
• [UI] Fixed a bug where adding a tag to a task would accidentally erase changes made to the task’s title, assignee, deadline, or description at the same time.
• [UI] Fixed files and links in text editors showing as ‘embedLink’ instead of their actual names after refreshing the page.
• [UI] Fixed a bug where creating one-off tasks was broken - you can now properly see labels, format descriptions, and assign team members.
• [UI] Fixed alignment issues in settings tables to ensure cleaner display and better readability when viewing your configuration options.
• [UI] Fixed interface jumping issues when launching processes and completing tasks to provide a smoother, more stable user experience.
• [UI] Fixed comment boxes not responding when clicked on process steps in the Business Process Engine view.
• [UI] Fixed public form submissions to correctly assign tasks to their intended team members instead of defaulting everything to the template owner.
• [UI] Fixed database error that prevented guests from completing public forms launched from procedure templates, ensuring seamless external collaboration.
• [UI] Fixed database connection errors that were causing misleading error messages when bulk assigning steps and sending form invitations, ensuring these actions now complete smoothly without confusing alerts.
• [UI] Fixed SAVE/DISCARD buttons to stay visible while scrolling in task edit mode, so you can save changes without scrolling back up.
• [UI] Fixed task editing glitches where the save button would disappear and the screen wouldn’t return to normal view after saving changes.
• [UI] Template editor now displays correctly in fullscreen mode with proper visibility of all editing controls and buttons.
• [UI] Fixed task editing display to show consistently in the right pane, regardless of whether you edit through the 3-dots menu or by clicking directly on task details.
• [UI] Fixed a formatting issue where “Happy with Tallyfy” text in custom branding settings now displays properly without unwanted line breaks.
• [UI] Fixed duplicate API requests that were slowing down the system, making all features respond faster and more reliably.
• [UI] Fixed an issue where the Tasks view would get stuck showing “Loading more” indefinitely on Chrome and Edge browsers.
• [UI] Public form submissions now show the submitter’s email address and timestamp at the top of each process for better tracking.
• [UI] Fixed task completion errors in linked processes where required form fields weren’t being recognized, eliminating false validation messages and streamlining workflow completion.
• [UI] Fixed guest assignment to show clear error messages when trying to use email addresses that already belong to organization members.
• [UI] Fixed caching issues that were causing the Public Library to load incorrectly, so it now works reliably without requiring users to clear their browser cache.
• [UI] Fixed embedded URL content staying visible when switching between “Show HTML” and “Show Simple” editor modes, eliminating the need to refresh manually.
• [UI] Fixed task positioning in Action Plans so tasks now stay in their correct order after refreshing the page.
• [UI] Fixed slow loading times when viewing and completing tasks in processes with many steps - everything now loads much faster.
• [UI] Fixed a confusing “Add task carousel” button that guests could see but couldn’t actually use when viewing tasks they were assigned to.
• [UI] Fixed task form fields and descriptions not displaying properly, ensuring you can now view and complete tasks without issues.
• [UI] Fixed logo management so removing your custom organization logo now works smoothly without causing unexpected page redirections.
• [UI] Activity feeds now correctly show only blueprint-specific activities instead of mixing in unrelated process activities.
• [UI] Fixed Launch and Edit buttons to show helpful alerts instead of error pages when trying to access archived templates.
• [UI] Fixed template editor automatically jumping to the top when closing the details pane, so you stay exactly where you were working.
• [UI] Fixed a temporary glitch where some archived processes briefly showed “Page not found” errors when accessed.
• [API] Fixed a critical issue that was preventing new processes from launching properly, ensuring smooth workflow creation for all users.
• [API] Fixed an issue in the Tracker view where users could see processes they weren’t supposed to access, improving security and reducing confusion.
• [API] Fixed published template links to properly show “not found” errors when public sharing isn’t enabled, preventing confusion when accessing invalid URLs.
• [API] Fixed activity history cleanup to ensure deleted processes and tasks no longer leave behind unnecessary records, improving system performance.
• [API] Activity feeds now properly clean up when organizations are deleted, improving data management and system performance.
• [API] Fixed database errors that prevented guest users from completing public forms launched from procedure templates.
• [API] Email tasks now only send notifications when you click “SEND” instead of sending duplicate emails during assignment and completion.
• [API] Fixed OAuth connection issues with certain third-party platforms so your automations work reliably again.
• [API] Fixed issue where users mentioned in task comments now get automatically assigned to those tasks, so they can access processes from email links without permission errors.
• [API] Fixed login buttons appearing too large on Microsoft Edge and Windows, ensuring consistent sizing across all browsers and devices.
• [API] Fixed checklist updates failing when multiple people collaborate on the same step, ensuring smoother teamwork.
• [API] Fixed public forms so anyone with the link can now launch them, even if their email is registered elsewhere.
• [API] Task approval and rejection actions now display accurate status messages like “approved this task” instead of the generic “completed this task” text.
• [API] Fixed slow performance when working with long processes that caused delays and occasional errors after the 20th step.
• [API] Fixed database error that was preventing automation rules from being updated properly, ensuring reliable workflow modifications.
• [API] Fixed slow loading times on home page, library, and tracker by optimizing database performance for faster page loads.
• [API] Fixed email notifications not being sent reliably, ensuring you receive all important updates about your assigned tasks and process completions.
• [API] Fixed activity feed links to archived templates so you can now view them instead of seeing an error page.
• [API] Fixed activity feed display issues where step comments were mislabeled and task links led to error pages.
• [API] Fixed progress tracking for approval tasks where all assignees must complete - now properly shows completion status instead of incorrectly displaying action buttons.
• [API] Fixed password confirmation to now show a clear error message when passwords don’t match during invitation acceptance, giving you instant feedback.
• [API] Fixed duplicate emails and notifications that were being sent twice due to an infrastructure issue, ensuring you only receive the communications you expect.
• [API] Fixed incorrect example in API documentation for creating processes to help developers build integrations more easily.
• [API] Fixed API documentation errors to ensure developers have accurate parameter details when building integrations.

Removed

• [UI] Simplified SEO setup by keeping all public templates on a single domain, eliminating duplicate content concerns without needing complex URL management.
• [API] Switched to a better performance monitoring tool to identify and fix slowdowns more effectively across all servers.
• [API] We’re streamlining how you’ll get release updates through our redesigned website and email notifications instead of cluttering the login screen.
• [API] Removed automatic special tags on templates so you can now manage all your tags manually with full control.

Security

• [UI] Removed HTML editing option for guests to enhance security and simplify the experience for external users.
• [UI] Fixed user withdrawal security controls to ensure invited and active members are managed through their proper channels, strengthening account protection.
• [API] Enhanced security controls now prevent guests from accessing or modifying tasks they’re not assigned to, keeping your processes more secure.
• [API] Fixed a security issue where users could bypass task completion restrictions by reassigning tasks to themselves when only assigned users should complete them.
• [API] Fixed API security issue where missing data in update requests could accidentally delete existing information, protecting your processes and tasks from unintended data loss.

Performance

• [UI] Task transitions now happen twice as fast, making the app feel more responsive when moving between tasks.
• [API] Process status checking is now faster and more efficient, reducing database load when tracking processes with issues.
• [API] Process launching is now faster after optimizing how tasks are created, especially for larger templates with many steps.
• [API] Task and process updates now load up to 1 second faster by moving background calculations out of your workflow.
• [API] Fixed slow process launches by eliminating hundreds of unnecessary database requests when updating form fields, making launches much faster.
• [API] Launching large processes with many tasks is now up to 20x faster, reducing wait times from over a minute to just seconds.
• [API] Database queries now run faster when loading your processes, making the app more responsive across all views.
• [API] Fixed slow database queries that were causing delays when launching large processes and completing tasks, making these actions much faster.
• [API] Large processes with 100+ steps now launch 8x faster and complete tasks without timeouts thanks to database optimizations.