Changelog
Follow up on the latest improvements and updates.
RSS
new
improved
fixed
Weekly Release
New Features
- Capacity Bar: A new visual tool that gives you a quick and clear view of your workload compared to your available work hours.
- Client Work Data Export: A new report is now available under Client Reports. This allows teams to back up data or review reporting details before a client is removed.
Updates
- Team Overview: This page has been reoriented to focus solely on “Work Due” and upcoming capacity, aligning with future workload planning. This change also complements the upgraded capacity algorithm.
- Estimated time per task: You can now update the estimated time per task without modifying the template.
- Information icons: Support articles have been added directly to relevant areas (e.g. XBerts), providing instant access to helpful documentation.
- Collapsible XBert sections: XBerts now support expand/collapse sections. This makes it easier to access subtasks and attachments on smaller screens.
Fixes
- Custom XBerts Enhancement: Multiple enhancements in the Custom XBerts area, including: the use of broader prompts, new capabilities like time series analysis and forecasting, an updated CXB interface and descriptions in summaries.
Updates
- Task/XBert Slide-Out Sizing: Updated logic so the slide-out doesn’t switch to full screen as aggressively, improving usability on mid-sized screens.
- Repositioned the Time Tracker in the header to prevent overlap with the slide-out's tab icons.
Fixes
- Fix the Status and Assign tabs failing to open when accessing a task/XBert from the Work Priority page
new
fixed
Weekly Release
New Feature
- Task/XBert slide out: To quickly view task info and take action without leaving your current screen, a two-column layout with enhanced styling plus the action bar has been moved to the right side of the task. See what's new here.
Fixes
- Fix for sign-up issues related to specific ad blockers
improved
fixed
Weekly Release
Updates
- When creating actual time using the timer control, it will now automatically check if it can link the associated XBert/Task to an XPM Job Task. Note: this will only run if your account is integrated with XPM and the 'Automatically link XBerts/Tasks to XPM Job Tasks' setting is turned on for your account
Fixes
- Fix the template schedule client list styling to better handle long schedule names
- Fix the Client Insights page so the Data Quality Score sorting works as expected
- Fix for the main navigation menus being hidden behind certain UI elements
- Fix for updating a schedule and changing the Next Reporting Period Start Date incorrectly showing a warning popup on save
new
improved
fixed
Weekly Release
New Features
- You can now link an email directly to an existing task or xbert. More info here
- Team Overview and Client Overview pages can now be exported to a spreadsheet
- Processes can now be setup as billable or non-billable, to ensure any actual time being created is allocated with the correct billable value
Updates
- Updated the team view capacity bubble hover tooltip text for better readability
- Updated the "delete task" popup warning text to clearly outline what linked data is also being deleted
Fixes
- Minor update to the XI community items to display more text
improved
fixed
Weekly Release
Updates
- Added a new activity log to track user accounts being updated
- Increased frequency of activity count updates for better real-time accuracy
- When moving a task between clients, it will now automatically re-run the XPM auto-map logic
- XI now displays a message when it cannot continue processing due to excessive data
Fixes
- Resolved an issue where the bottom of text could be cut off in the task/XBert slide-out process tag menu
- Various stability enhancements across the app
improved
Weekly Release
Updates
- The Team Overview page now shows each users' capacity percentage, reflecting how much of their capacity has been allocated with work
- The Team Overview page has had three new dedicated XI prompts added to it: Practice Capacity Review, User Capacity Review and the User Estimated Time Against Actual Time Review
fixed
Weekly Release
Fixes
- Fix a bug on the My Activity page from loading all items correctly
- Fix for the Template Schedule 'add client to previous reporting period' popup incorrectly displaying the Existing start date period
- Fix the XBert logo link on some pages accidentally sending user to public website rather than app login screen
- Fix for a bug caused by swapping between the Team View and Client View pages that was breaking the 'Hide Empty Rows And Columns' button
- Fix for some navigation menus not displaying correctly in Safari
- Fix for moving a task to also remove the XPM link
improved
Weekly Release
Updates
- Update the 'Hide Empty Users/Clients' button on the Team View and Client View pages to now hide empty columns and rows
- Update the Team View and Client View pages to now exclude any overtime from the 'remaining' calculation in the total row and column
- Change the timer control to only show actual time that is assigned to yourself, rather than actual time created by yourself
improved
fixed
Weekly Release
Updates
- Filter groups now dynamically resize on the work list
- New filter button has been added to the Team View and Client View pages to filter out any empty columns
- All of the XI community pages have now been updated with a new background image
Fixes
- Hide the 'client console' link for disconnected clients
- Fix the XBert Automation chart link when clicked to redirect and correctly filter the work list to the correct XBerts
- Fix the Custom XBert width styling for the XI response on the prompt step
- Fix the chevrons on the work list date selector to invert when menu is opened
- Fix nav bar menu being cut-off on smaller screens
- Fix a bug causing schedule created tasks that are moved between clients, lose their attachments link
- Fix a bug with daily schedules causing the saved days to be saved incorrectly
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