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2025 Release Notes šŸŽŠ

Read more about the features released in 2025

Stacey Hatch avatar
Written by Stacey Hatch
Updated yesterday


GUIDE 2.0 Enhancements

(Coming Soon)

  • Integration Marketplace (Under Construction)

  • Billing Profile

  • Require Time Tracking

(12/12)

Bug Fixes:

  • Templates getting stuck in ā€œProcessingā€ status while migrating from Legacy to 2.0

  • Template migrations for specific providers

  • Duplicating a Milestone or Task removes dependencies

  • Visibility of channel names

  • When creating a template from a Phase it removes dependencies and durations in 2.0

  • Fixed error when loading customer portal task

  • Task assignment timestamp no longer displaying in V1

  • Task assignment emails no longer sending automatically in V1

  • Project Overview not loading

  • Users being logged out while writing Notes

  • Users being logged out while writing task descriptions in V1

  • Users being logged out while on Project list page

  • ā€œAn unexpected error has occurredā€ appears and then force logs out some users

  • ā€œError to Fetchā€ preventing upload of Custom Email Templates (404 Error)

  • ā€œFailed to create phase/task/miles

(12/5)

Bug Fixes:

  • Task roles show all roles regardless of the task being an internal or customer responsibility task

  • API not returning values for completedDate and canceledDate

  • 500 error occurring with API in recipe builder

  • Task Template durations and dependencies from Library units are not showing up when used in a project

  • Improved Task Owner functionality and permissions

  • Fix inability to manually send the Project Overview

(11/21)

Bug Fixes:

  • Updated Warning Name Labels

  • Issue of users getting logged out while in Messaging

  • Remove Roadmap tab from Support page

  • Assignee drop down menu not working Time Tracking

  • Performance issue related to Legacy project updates

  • ā€œFailed to add dependencyā€ error message appearing incorrectly

  • GUIDEs, Task Owners, Contributors unable to log time on the project level

  • Excluded external customers from appearing in Time Tracking lists

  • Milestones that are added on a project only appear after a refresh

  • Milestone template task tags didn’t persist on the project after adding the milestone

  • Daily Digest Email was including unread messages from deleted projects

  • Inability to edit start or due dates on tasks that have dependencies

  • Global task page sort order was incorrect

  • ā€œInvalid Credentialsā€ error

  • Success toast delayed or not displayed when duplicating a milestone

  • Task Template task tags weren’t displaying on project until after refresh

(11/14)

  • Project Warnings (Embedded Analytics)

  • Filters in Messages (available in legacy & 2.0)

    • Channels with customer messages

    • Channels for projects I manage

    • Unread channels

  • Save files from project or task message to Attachments tab

(11/7)

  • Legacy project tags cloned to GUIDE 2.0

  • Attachment support for "@mention" & "task assignment" emails

(10/31)

Check out these spooky cool updates, definitely treats and no tricks! šŸŽƒ

  • PM Note API Support

  • Filtering in Global Inbox (Releasing Soon)

  • Bug Fixes: Fixed phase adding, applied sort order to Phase templates, better maintain sort order when projects are created from a template, fixed issue preventing the deletion of projects when they have a RAG status, etc.

(10/24)

  • Improved workspace switching in mobile browsers

  • Template migration now includes event and participant tasks (leveraging bulk actions for subtasks)

  • PM Note - customizable for your audience (internal or external)

  • Rich text editor upgraded - now supports YouTube embed in Welcome Message, PM note, and task instructions

  • Project level custom fields can now be used in the Welcome Message & PM Note

  • Project level attachments in Template Library

  • Phase level attachments in live projects

  • Bug Fixes: Error message when adding units from library, API & Workato connector

(10/17)

(10/10)

(10/3)

  • Project Tags - UI and ability to manage in 2.0

  • New data sets for Standard Reports that has both Legacy Project data and GUIDE 2.0 data.

(9/26)

  • ā€œHomeā€ - Brand new page in GUIDE 2.0 (releasing 9/30)

  • Attachments on Phases in Library

  • Bugs: Permission issues, changing task dates, SSO issue, Time Tracking bug, reactions to Messages, removing Phases from Project templates, removing users from projects, etc.

(9/19)

  • Gantt View in GUIDE 2.0

  • Checklists available in Library and Plan View

  • Self-serve Template Cloning Updates

    • Checklists

    • Attachments

  • New ticket portal

  • Bug Fixes: Project invites not sending consistently, updated time stamp in Library, task reminder and task assignment emails sending consistently.

(9/12)

  • Self-serve Template Cloning/Migration v1 to v2

    • Roles

    • Assignee

    • Tasks Groups and Tasks migrated as Tasks and Subtasks

    • Tags in Templates

    • Milestone CSAT configuration

  • Milestone CSAT configuration available in Library

  • Updated Template Migration modal

  • Assigned To and Tag fields within Task Template page (Non-drawer experience)

(9/5)

  • Updated global inbox navigation for task channels to link directly to task drawer

  • Updated subject line of task mention emails to include project name

  • Tags available in template library

  • Attachments available in template library

  • Bug Fixes: PM role being added multiple times, accessibility to custom fields for Guides is fixed, latency reduced

(8/29)

  • Text wrapping within Library selection picker

  • Added ā€œDeleteā€ confirmation modal to Milestone deletion to be consistent across Tasks, Milestones, and Phases

  • Added Project Manager Role as a default option for template building

  • Updated Project Templates in Library to use Custom Fields in the rich text editor

  • Bug Fixes: Improved task due date consistency across Task Card, Task Drawer and Global Tasks

(8/22)

  • Pending → Start Project (updates Forecast end dates based on today’s end date)

  • ā€œWelcome Messageā€ & ā€œInternal Welcome Messageā€ Preview/Edit Polished

  • Improved UI/UX to adding Dependencies in Project Templates

  • Built ETL job to migrate Skills/Functions to Project Roles

  • Migrated templates for early adopters

  • Warn users about Start and End Date in the ā€œStart Projectā€ modal

  • Updated Project Timeline Picker

  • Added the ability to rename ā€œPhasesā€ within a live project

  • Ability to convert a Phase into a template within a Project template

  • Bug Fixes: ā€œRoleā€ within Library units wasn’t displaying in live projects

(8/15)

  • Added auto refresh to project when new Phase is added from Library

  • Lazy load and paginate assignees

  • Auto create Task Channels for tasks added from Library

  • Enhance sort order when adding templates from Library

  • Added the ā€œStart Projectā€ flow/modal to ā€œPendingā€ projects

  • Updated the default layout of the Project Overview

  • Added the ā€œAssigneeā€ field to Tasks within Library

  • Added the ā€œAssigneeā€ field to template migration

  • Added dependency context within Library to make dependencies more flexible and reusable

  • Bug Fixes: Fix the dates returned to the Project Plan, Fix the dates returned in the Project Summary, User assignment with Roles, Adjusting task dates, API Bulk upsert was failing

(8/8)

  • Improved Drag & Drop within Library

  • Bug Fix: Add Phase(s) from Library to live projects


GUIDE 2.0

(8/4) We're thrilled to announce the release of GUIDE 2.0 - a completely reimagined experience designed to make you even more efficient. Over the next few months, enhancements will continue to be made to improve the GUIDE 2.0 experience.

āž”ļø Learn more here.


Custom Fields Tab

(7/28) Populating custom fields for your projects is now faster and simpler.

Instead of the project details drawer, populate your project custom fields directly in the improved Custom Fields tab.
​

ā˜‘ļø View all project custom fields in one place

ā˜‘ļø Inline edit, work is autosaved

ā˜‘ļø Fewer clicks, less scrolling

āž”ļø Learn more here.


Unified Merge Tags

(7/9) Merge tags were migrated to custom fields, giving users more power and flexibility in their workflows.

This enhancement brings three key benefits:

  • Centralized Management: Manage all your dynamic data in one place within the custom fields section.

  • Enhanced Data Control: Define specific data types and validation rules for greater accuracy and consistency.

  • Expanded Functionality: Use custom fields in integration recipes, and for more powerful reporting via the API.

āž”ļø Learn more here.


Messages

(5/29) A more powerful way to communicate in GUIDEcx. Messages replaces the current "notes" experience, and features:

  • Global Inbox: See what needs your immediate attention with @mentions pinned to the top, and project and task channels ordered by recent activity.

  • Threaded Replies: Reply in threads to keep discussions focused, organized, and easy to follow.

  • Save for Later: Flag important messages and come back to them when the time is right to take action.

  • Daily Digest: Stay in the loop with daily recaps. The daily digest email delivers a snapshot of your most recent unread messages. Each message links directly to its project so you can jump in and reply fast.

āž”ļø Learn more here.


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