2023-10-04

New Features

• [UI] Administrators can now enable “SSO only” mode to ensure all new members join exclusively through single sign-on, strengthening security.
• [UI] You can now properly disable guest access to prevent them from using their links, with automatic generation of new secure links when re-enabling guests.

Changes

• [UI] Status Action automation rules now handle cases more smoothly when trying to reopen tasks that are already open by simply taking no action instead of causing errors.
• [UI] Tracker cards now show a subtle hover effect for better visual feedback, with special highlighting for blocked processes.
• [UI] Enhanced search experience by defaulting to “Processes” instead of “Templates” and streamlined guest addition workflow to reduce unnecessary confirmation clicks.
• [UI] Added helpful descriptions under each section in Settings > Integrations so you can quickly understand what each integration type does before configuring it.
• [UI] Added character counters and limits when renaming processes and templates to prevent errors and show exactly how many characters you have left.
• [UI] Updated icons across the platform with consistent styling and softer colors for improved visual clarity and better user experience.
• [UI] Templates Library activity feed now shows comprehensive activity history, giving you complete visibility into all template changes and updates in one place.
• [UI] Improved day-of-week selection with intuitive dropdown checkboxes, making it easier to pick multiple days in settings.

Bug Fixes

• [UI] Fixed missing approval rules in the automation setup, so you can now properly configure “if this then that” rules for approve/reject tasks.
• [UI] Fixed notification links for mentioned users in one-off tasks to properly show the task instead of redirecting to your own task list.
• [UI] Fixed incorrect button text in the job creation flow that was causing confusion during setup.
• [UI] You can now right-click process cards in Tracker view to open them in new tabs, making it easier to view multiple processes at once.
• [UI] Fixed task filtering dropdown menus that were getting blocked by placeholder text, making it easier to select team members and guests.
• [UI] Fixed automation rules for tables so you can now target entire tables or specific columns without errors when launching processes.
• [UI] Activity messages now clearly specify when you update a folder’s title instead of showing generic “updated folder” text.
• [UI] Activity feed now shows the actual folder names when you move templates between folders, making it clearer where templates came from and went to.
• [UI] Tasks with required form fields now complete on the first click instead of requiring you to click twice.
• [UI] Fixed sorting in Tasks View so “Recently Completed” now shows your actual recent completions instead of old tasks, and notifications now properly open the right task.
• [UI] You can no longer save incomplete automation rules, which prevents confusing error messages and ensures your automations work properly.
• [UI] Fixed button alignment and text inconsistencies in Tracker view, making Email Draft tasks clearer with proper “Complete” vs “Send” labels.
• [UI] Fixed dropdown arrows that were missing from form fields, making it clearer when you can select from a list of options.
• [UI] Fixed missing save and discard buttons when editing tasks in masquerade mode, ensuring all editing controls are now properly visible.
• [UI] Fixed favorite templates dropdown showing wrong values when multiple dropdowns were open, so each now displays the correct options.
• [UI] Fixed task title editing to work on the first click instead of requiring two clicks, making quick edits faster and more intuitive.
• [UI] Fixed folder navigation in Templates so clicking between built-in folders (Activity, Favorites, Examples, Archived) and your custom folders now works smoothly with just one click.
• [UI] Fixed email tasks to show your organization’s correct sender address instead of the generic no-reply address in both the task interface and email headers.
• [UI] Fixed automation rules with “is empty” and “is not empty” conditions to properly save and persist when you navigate away or auto-save occurs.
• [UI] Task status now clearly shows “Completed Late” in red when finished after deadline, making it easier to spot delayed work.
• [UI] Fixed form field creation so Spanish and other languages now properly display “Tipo” and translated options when adding template fields.
• [UI] Fixed numbered lists in PDF exports where numbers and bullets were overlapping, ensuring proper spacing and alignment in all exported documents.
• [UI] Fixed guest users’ Sort and Status filter choices now staying selected when returning to the Tasks view, plus removed unwanted scrolling when using the Sort menu.

Removed

• [UI] Removed confusing delete button from empty kick-off forms to streamline the interface and eliminate user confusion about form behavior.