25 August 20203.17.5
Improvements, Bug Fixes
Todo Listpage added incomplete todos status by default in the search field and task status filter.
- Now you can also change the group visibility from the
- Now you can also make your team visible to your clients, so the client can know whom to contact for thier respective tasks. By default all the team visibility is set to
Yes. To change the team visibility
Adminpermission is required.
Client Portal -> Task view, the task also has the task team list and thier mobile number and email id information. This will help client to know whom to contact for a particular task.
- Fixed the issue of loader which was seen on empty bulletin on main dashboard.
Team taskcard in
Daily Dashboardthe count of task where shown wrong in same cases for the respective team members, this issue has been fixed now
21 August 20203.17.4
New Search experience in Todo, New Integrations, Client Login Beta Launch, lots of improvements and bug fixes.
New Todo search
Todo List page search gets a new look. It allows searching in a more friendly way. We have also added pagination to the page, which has 100 todos at a single page and also improved the speed of searching and fetching data.
More info here
- Client Group
- Task v2
- Task Billing
- Task Team
- Task Fields
- Now you can add and remove multiple team members to multiple sub task by selecting the subtask and clicking on
Add/Remove Team Members.
- New Fields in task costing page ->
Is Receipt Done,
Receipt Reference. Also you can update the given fields by clicking the
Task Costing Edit Templatebutton and following the usual data import procedure.
- Now in daily dashboard you can see Team Member wise
Stucktasks allocation as per service and then all the non service based task has been grouped into one group by name
One Time Task.
- Category type filter in
Office Config -> Categorypage.
- Now you can add team members while creating task.
Is client visibleoption in Profile, Password, Shortcut and Folders. If this is set to yes, the data will be seen by your clients once they login to our login portal.
- Now you can search
Subtask custom notesin
Task History Page.
Is Notifycheckbox in
Task verifydialog box. If the checkbox is selected then only notification for task notes will be sent to all the team members of the task.
Task Status Updatedialog box, the background color of
Task priorityfield changes when 1 or 2 is set as a priority.
Total Hourscolumn in
Attendance Analyticspage which shows the total time the user was there(in a office) if both intime and outtime is updated for each date.
- Now you can edit Profile Details and Folder Details from the table view itself by going to the respective list pages and selecting
Table Viewand switching to
- Minor UI improvements.
- The following values are to be updated in Folder List while editing from table view ->
File Profit Center,
File Cost Center.
- The following values are to be updated in Profile List while editing from table view ->
Used for Communication?,
- While adding workdone for subtask todos, the work done was not getting added to the subtask instead it was getting added to task. This issue has been fixed now.
09 August 20203.17.3
Client Login activation, Import for updating group in bulk,Copy General Permissions, Improvements, Bug Fixes
New Alpha Launched Client Login activation.
New Import -> Group Edit
To update the Group in bulk follow the below steps
Group Listpage and click on the excel icon.
- Make the necessary changes.
Data Importpage and select
Group Editoption and follow the usual data import procedure.
- Kindly do not make any changes in the groupno column.
New Copy General Permission's for a team member
You can copy a permission of a different team member and then assign it to the team member who's profile is being viewed.
Steps to be taken are as follows:
- Just visit
Team Listpage and then click on the team member's name for whom you want to copy the permission. Visit Permission tab of that team member.
- Click on the
Copy Permission buttonand then select the team member's name who's permission you want to copy and then click on the save button. All the general permissions of the selected team member will get copied to the viewed team member's profile.
Contactoption from Category.
- Now reminder card shows only those reminders which are created till date and before.
Client View -> Profile Tabdisplays data in table from list.
- Added task period and year and removed clientno in
Current Todocard in main Dashboard.
- Now you can add/remove multiple labels for multiple tasks.
Folder listtable view, the expired folder data is shown in red text color.
- Now you can add workdone in
Todosfor task as well as subtask.
- New Fields in task billing ->
Is Receipt Done,
- Added task teams column in
- Now Client's DOB and Pan card detail could also be seen in Client Dashboard.
- Fixed password permission issue which did not allow to view info of passwords when the password view permission was set to
03 August 20203.17.2
New Notificaiton, Improvements, Bug Fixes
New Task Note Add Notification
When a note is added to a Task, all the team members in the task will get a notification.
- Decrease the app size for faster and efficient performance of app.
The mobile app is now just
458 KBand the desktop app is just
12 MB(excluding fonts & icon)
- Tabular format in
- The labels data was not shown correctly in tabular format of
Task Listpage. This has been solved now.