2020 September
27 September 2020
3.18.1Improvements, Bug fixes
Improvements
- Option to delete task fields.
Task Edit
permission is required to delete the fields - Now for one time task
Fields tab
in task view has been hidden. - Document dates are now clearable.
- Option to export stages of all services by clicking on
Download Services Stage
present at the bottom of Services List - Improved UI of Office entity add dialog box. To create your office entities from
Office Config -> Master tab
and click onEntity
.
Bug Fixes
- Fixed the issue of Inward and outward dates being set to null on update of any field in document.
26 September 2020
3.18.0Document module, Office Entity, Improvements
New
Document Module
To enable Document. Goto Office Config -> Settings
tab and select Yes
for Document field in Feature Activation section and click on Update. Document Module or most people like to call it as the Inward Outward module allows you too keep a track of documents recieved from or sent to clients. All the operations in the document module are based on the Document Permission
The categories for Document can be created in Office Config -> Document Category
page. To create category Admin
permission is required
New
Office entity
Create your office entities from Office Config -> Master tab
and click on Entity
. This would later be use while billing tasks.
Improvements
- Added new permission for document(
hasdocument
) inTeam View -> Permission Tab
- Added Suggestions in Todo List which will act as a shortcut to filter all your todos. In the upcoming versions you can save your search shortcuts.
- Now on changing Service Name you can also update taskname of all tasks relted to that specific service.
- Now you can copy Target /Due date for multiple tasks from previously created task for respective clients by selecting the task in
Task view
and clicking on theDate Copy
button - Now Team member filter is available on
Dashboard -> Service Card
- Improved UI of
Office Config
page.
17 September 2020
3.17.10Improvements, Bug Fixes
Improvements
- Added IsCompleted filter in
Subtask List
search. - Added Client' category, profit center and cost center in
Task List
table view - If a particular user adds a workdone using time and if any workdone has already been added which will be overlapped by the current work time, it will not allow the user to add thier work description.
Bug fixes
- Fixed issue of client name remaining blank when the folder was added from
Client View
. - Fixed issue that occurred while adding workdone
11 September 2020
3.17.9SubTask search, Import for Folder Update, Improvements, Bug Fixes
New
SubTask search
SubTask 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.
New
Import -> Folder Update
To update the Folders in bulk follow the below steps
- Visit
Folder List
page and click on the excel icon. - Make the necessary changes.
- Visit
Data Import
page and selectFolder Update
option, download the template, fill the sheet as per changes and follow the usual data import procedure.
Note:
- Kindly do not make any changes in the folderid column.
Imrpovements
- Added background color to subtask status chip in
Subtask View
- Now press [f5] shortcut key on all the list pages to load data.
- Added link to respective analytics page on
Task view -> Dashboard -> Stage Card
,Task view -> Workdone Tab
andTask view -> Fields Tab
- Now you can see the total work done and time spent for the client in
Client View -> Dashboard
tab, by clicking onWork Done
card.
Bug Fixes
- Fixed the issue of
Attendance category
update.
08 September 2020
3.17.8Improvements, Bug Fixes
Improvements
- Table save format is also implemented in
Service List
,Task Costing List
,Task History List
,Stage Dashboard
,Task View -> Fields Tab
andLogin Logs List
Bug Fixes
- In
Task List
table view, clientname was not seen, this has been fixed now - Fixed the issue of two
Add
buttons which were seen while adding work done in bulk fromTask list -> Add work done
dialog box.
04 September 2020
3.17.7Sub-Task Copy, Save Table format, Improvements, Bug Fixes
New
Sub-Task Copy
Now you can copy you subtask from another Task in Task Dashboard
tab. This feature is only available is you have activated subtask in Office Config
New
Save Table Format
Now you will be able to save the order of columns and see columns which you wish to see in Table view. This feature is been implemented in Client List
, Task List
, Group List
, Folder List
, Password List
, Profile List
, Reminder List
and Hearing List
. To save the format select the columns which you want to see and order them as per your wish and then scroll to the bottom of the page and click on Save Format
button.
Improvements
- Added icon for showing the receipt status in task view card.
- Added subtask name column in
Task View -> Work Done
tab. - The username in mobile view is now displayed inside an icon with only the first initial, thus making more space for the office name to be displayed
- Added numbers to cards in daily dashboard. Also made some fixes in ser interface
- Permission for file delete
(hasfiledelete)
is now moved to Special Permision card. - Assignedto column in
Dashboard -> Current Todo
now shows team member name instead of mobile number. - Now you can create task with date of creation 1000 days before and after the current date.
Bug Fixes
- Fixed client name issue in
Dashboard -> Reminder Card
01 September 2020
3.17.6New Permission, Improvements, Bug Fixes
New
Permission for file delete(hasfiledelete)
Have added new permission for file delete. Only owner can change this permission.
New
Stage deactivation
Now you can deactivate stage for a service from Service View -> Stage Tab
and clicking on the edit ✏️ icon. By doing this the deactivated stage would not be seen under the task.
Improvements
- Option to add category for Hearing
- Now you can sync your new todos created at service level into already existing tasks, by clicking on the
Sync Todos
button inTaskView -> Fields
tab. - Improved
Daily Dashboard -> Folder Expiry
card user interface. - Now you can delete passwords in bulk by selecting the Passwords from the
Password List
and clicking on thePassword Delete
button.Admin
permission is required to delete passwords. - Now you can export work done details for each task from the
Task View -> Work Done
tab by clicking on the excel icon - Added help in Import templates
Bug Fixes
- Fixed the bug which was letting import to be done for a small amount of rows. Now you can copy and import a nearby 2000 rows of data at once.