In this release:
General
- Filters Stay Visible on Smaller Screens: The filter toolbar now compresses to fit the space available, so quick filters stay visible on every page that uses them, down to a screen width of 837px. Previously, filters were hidden on some laptops at standard resolution or at 110% browser zoom. To fit, the toolbar narrows the search box, reduces spacing and, where needed, shows Saved Filters as an icon. On very tight pages, the toolbar may wrap onto a second row. Below 837px, the mobile filter experience applies.
- More Planning and Risk Data in the External API: The External API now returns more Planning and Risk detail and supports more filters. Task details include upstream and downstream dependencies, sub-tasks, and the events linked through the parent project. You can filter task lists by parent task and project lists by event. Risk details include baseline RAG and impact types, and risk assessment details include a RAG breakdown. All additions are read-only.
- Checklist Webhooks for Automatically Applied Items: Checklist webhooks now fire when checklist items are applied automatically from a template: when a job is created, when a job's category changes, when an incident is created, and when the job category scheduler runs. Previously, connected systems did not receive these events.
Planning
- Update Shared Gantt Views in Place: You can now rename a public saved view you created on the Gantt and overwrite it with your current filters and layout, instead of creating a second view. In the Save view window, select the view, edit the title if needed, and save. The update replaces the view's filters, columns, grouping, sorting, tags, and expand/collapse state, and the application warns you first that the change applies to everyone who uses the view. The view stays public, and anyone who has it as their default keeps it. Only the creator can rename or overwrite a view, and public views created by others appear greyed out. This applies to both the Planning Gantt and the Account Hub Gantt.
Mobile
- Global Navigation Menu: In the mobile app, the global navigation menu now opens and closes when you tap it, and closes after you choose a page.
Fixes
- Emailed Report Layout: Emailed PDF reports that include long comments now keep their columns separate.
- Archived Task Counts: The Archived Tasks export tool, the exported file, and the Tasks view now show the same record counts.
- Hub Report Accounts Filter: All accounts now appear in, and can be searched for in, the Accounts filter when you build Hub reports.
- Project Removal from a Risk: Removing one project from a risk that has several selected no longer shows an error.
- Job Board Date Format: Dates on the Control Job Board now display in the expected format.
- Hub Power BI Feeds: You can now add a Power BI feed on the Hub, and save it with the default option selected.
- Filters: Empty tag groups no longer appear in filters, removing one user from the Updated by filter no longer adds all users back, and the filters window now closes when you use the browser's Back button.
- Modal Header and Footer Styles: Modal windows now display their headers and footers correctly.
- Settings Pages: Several Settings pages now show an error and recover when a save or delete fails, instead of staying stuck loading. Zone Group filtering and Zone renaming now update immediately, Sort A-Z / Z-A works on incident and job category lists, the Edit Tag Group window is titled correctly, and pressing Enter no longer submits the tag window with required fields empty.
- Interface Improvements:
- Ctrl+Enter no longer runs its action twice in the Add drawer for Projects, Tasks, and Sub-tasks.
- The Filters and Settings buttons on the Jobs list stay in place after you apply filters.
- The comment icon text on Incoming Reports now matches what the icon does.
- The hand cursor no longer appears over elements that cannot be clicked.
- Select and Sort options no longer appear when a list is empty.
- The Project Overview widget opened in a modal now goes to the Tasks tab.
- Selecting text in a checklist description now works as expected.
- The Scheduled Report Sharing Settings window now opens without an error.