Improved performance - GUIDEreports (Under Construction)

Project Status and Date Anchoring (Under Construction)

Canonical Dates (Time Zones) and Custom Work Week (Under Construction)

GUIDE 2.0 Performance and Hardening (Under Construction)

Resource Planning View for Tasks (Under Construction)

AI Performance Coach (Coming Soon)

Customer Logos (Coming Soon)

Reporting Expansion - New widgets (Coming Soon)

Additional GUIDEcx API Endpoints in SDK (Coming Soon)

Integration Marketplace

Require Time Tracking Setting

Supporting V1 Data in New Reporting Solution (Phased rollout started March 25)

User Custom Fields/Attributes (Internal beta)

Work Availability (Internal beta)

Calendar (Internal beta)

Holidays (Internal beta)

Time Off (Internal beta)

History Log including Email Deliverability data (Internal beta)

Enhanced our "Warnings" feature and fine tuned the "Late Task" warning to exclude tasks marked "Not Applicable" from showing as "Overdue"

Project status changes don't update the updatedAt project attribute in API 3.0

New Bulk Actions within Project Plan - Adjust Start Dates, End Dates, or Durations - Help Article coming shortly

Enhancement: Single project delete option in project kebab menu

Enhancement: Highlighting the drawer's active entity in the row for templates

Enhancement: Added the "Resend Invite" flow to the kebab menu in the Team page

Enhancement: Starting subtasks will now update the parent task if it's not started

Roles for Third Party Tasks populated with Customer Roles rather than Internal Roles

Project Progress Bar doesn't update when using "Bulk Status Update" - unless you refresh the page

Tasks marked as "STUCK" via email do not notify the PM of the task status change

"Stuck" reason not showing on Plan task cards

Inconsistent UI on Overview page when moving from Pending to On Time status

Milestones and tasks shuffling when certain phase templates were being added

Tasks shuffling within milestone templates

Task card date picker tooltip persists

"Token expired" error page

Task Due Date indicator was displaying "red" on the day the task was due rather than waiting for the task to actually be past due.

New permission so new customers/workspaces use GUIDEcx 2.0 exclusively and don't see Legacy experience

Added the "Forecasted End Date" to the Project List column options - includes the ability to sort by Forecasted End Date

Enhanced our "Warnings" feature and fine tuned the "Low Engagement" warning to consider more Task and Message activities that register as "Activity". This is also reflected in the "Last Updated" column on the Project List.

Users were unable to delete certain templates linked to deleted parent templates

Project CSAT responses were duplicating in the report

UI bug where status indicators bled through to the surface even after hiding them with the horizontal scroll

New "History" tab (Internal beta). This replaces our Activity Log and now includes details about email deliverability. This provides a more streamlined experience to have details contained directly within the project rather than having to reference a report. In conjunction with this release will not be building the Email Deliverability Report in 2.0. Plans are to release this GA in the coming weeks after internal testing is completed.

Task Reminder Emails weren't properly displaying merge tags

Adjusted permission/restrictions to hide internal custom fields

Adjusted permissions for Manager users when navigating to the Details tab in 2.0

Phase and Project-level attachments weren't transferring to projects when using those templates to create projects

Improved performance to ensure that all projects display properly

Updated the "Start Project" flow on the Project List to match the experience when directly in a project

New Usage Analytics (GA) - While not customer facing our new analytics tool will assist us in validating workflows and producing a better user experience. This will be leveraged by our Product, Engineering and Support teams to provide you with a better product.

User Attributes (Internal beta) - Get more granular with Project Roles and improve task matching to ensure that qualified users are assigned the proper tasks. This is available to providers using Resource Management. Help Documentation is being created and will be available with the GA release.

Work Availability (Internal beta) - While similar to User Attributes, this focuses specifically on matching a user and a task on a specific type of availability. A classic use case is onsite implementations. You can now match up specific tasks to specific users that are available to perform that work at a designated time. This is available to providers using Resource Management. Help Documentation is being created and will be available with the GA release.

Calendar (Internal beta) - Visualization of an internal user's schedule and the ability to set Work Availability for individual users.

Holidays (Internal beta) - This feeds into our Dispatching Engine and limits the availability for all users for those days. While it doesn't yet affect the execution of GUIDEcx and tasks can still be due on those days, a future enhancement is coming to prohibit that.

Time Off (Internal beta) - This feeds into our Dispatching Engine and limits the availability of individual users for certain days. While it doesn't yet affect the execution of GUIDEcx and tasks can still be due on those days, a future enhancement is coming to prohibit that.

Resource Management 2.0 was failing to load for certain users

Adjusted permissions related to view Task Details based on task visibility settings

Task Status Trigger (Polling) not triggering in API v3

Subtasks are unresponsive and you can't access its details

Task Custom Fields aren't saving quickly in 2.0, was only saving after refresh

Checklist view isn't updating when navigating between tasks

Improved create project flow when using a template

Due dates are not aligning with dependencies

Task Assignment drop down would fail

Ignore orphaned dependencies in create project from template

Task statuses not updating consistently or reverting to previous status in 2.0

Searching via metadata with "operator":"EXISTS" throws 500 error

Fix bad data related to earlier project creation

Moved Task-level Custom Fields to their own tab within the Task Drawer

Users were receiving an error when impersonating a customer with Full Project view in 2.0

Due Date being added to tasks was updating all previous dates to today's date

Unable to navigate into Projects from 2.0 List view after Workspace switch

Milestones added via API get added in random order

Customer and Internal roles not updating in real time when responsibility is changed in templates in 2.0

"Remove Role" from project will remove user attached to role in 2.0

New "Reports" functionality expanded to V1 data - In "Closed Beta"

Updated Task Owners permissions for inviting users to 2.0 projects

Updated Task Owners permissions for bulk editing Task Status in 2.0 projects

Updated Task Owners permissions for bulk editing Task Assignee in 2.0 projects

Message threads weren't updating to display current task when navigating between tasks

New "Details" tab within the Project

Fully Loaded Cost now available in the Members tab of Resource Management

Cash Value field for 2.0 now exists within the Details tab. Field can be toggled on and off on the Project List page using the "Columns" button.

Billing Profile now exists in 2.0 - Core experience is the same as Legacy, but administration for them is accessed in the Time Tracking screen. Selection of the Profile for an individual project happens within the "Details" tab in the project.

Portal shows a task is blocked even though dependency has been met

Plan view wasn't allowing users to bulk un-assign users from tasks

"Failed to Delete Project" errors thrown when trying to delete a project

Milestones were updating with previously viewed milestone data

Fix pooling trigger not working in Workato connector

"Task Status Trigger (Polling) not triggering in API V3

Certain users not receiving project welcome email

Users can fulfill multiple roles on projects in 2.0

Certain users weren't receiving notifications when using a group mention

Task Due Dates wouldn't clear in the task drawer

Users receiving "Failed to Delete Role" when attempting to delete roles that were included on projects

"Failed to Get Task Tags" error when searching for a task using API v3

Projects created via Workato without a PM disrupted the Team page

Team member pick list doesn't load when trying to assign a PM

Resolved a latency incident

Resolved an error related to Server Components rendering

Newly created custom fields are not appearing in the column menu on the Project list page

Users unable to reorder tasks when creating a template using templatized tasks

Resolved issues around permissions for the Observer role within the 2.0 experience

Updated relevant components for GUIDEcx Salesforce package

When adding more than 5 or 6 Phases they became hidden within the UI

Tasks in V2 could not be deleted if messages were attached/associated with the task

"Last Updated" column on the Project list page couldn't be sorted

Users unable to delete project roles within their orgs

Resolved "Failed to get Project Details" error when deleting multiple phases

Users unable to move non-templatized tasks between different milestones within the Library experience

Task Message threads refresh and navigates you to the main task channel rather than remaining in the thread

Time Trends Report not accessible for a specific org

"Internal Error" appearing when trying to re-order milestones in V2

Checklists not being captured when the task is templatized

2.0 Consolidated project overviews included Done and Canceled projects

Tags were failing to carry over when using Phase templates

Welcome Email wasn't sending as expected for a specific org

"Reply All" button wasn't including the PM on certain 2.0 projects

Email Deliverability Report / data sets not accessible for certain org

Task Assignment emails aren't sending if the dependencies on tasks are removed

Gantt Chart V2 - Milestone status' don't update when tasks within milestone are started

Resolved issues related to deleting phase templates

Resolved issues related to removal of dependencies when templatizing milestones and tasks within phase and project templates

Time tracking input validation was added

Task Card - Quick time entry popover was added

Task Card - Time Entry permission

Time Tracking - Form Refactor

Task Drawer - Update Time Record Form Refactor

Fix Dark Mode Issues

Resolved login issues for a specific org

Library was allowing for the edit of dependencies throughout the Library rather than at the root level

"On time" filtering is showing projects in 1.0 with different statuses than what was filtered

Create + Run ETL job to sync time entries

Resolved some logout issues

Some users weren't receiving @mention emails

Templatized milestones with tasks couldn't be reordered when used in another template

Resolved issue relating to Email Deliverability report not being accessible for certain orgs

Updating Time Entries in 2.0 tasks doesn't default to the user that is being adjusted

Messages were duplicating

Single letter emails are now supported

Certain Phase Templates missing on migrated project templates

"Failed to create phase/task/milestone from template" error appears on the template level

When creating a template from a Phase it removes dependencies and durations

Inability to delete Phase/Milestone/Tasks in 2.0

RAG not working for specific org

Durations are off by 1 day on a project when using an imported template

Dependencies were displaying incorrectly in the Task page 2.0

Adding automation to ensure projects are properly marked Late when they drift

Removed the ability to track time for 1.0 projects in 2.0

Phases within a Project Template shuffle when used to create a project

Resolved issue related to accessing Project navigation page for specific org

Phases are not returned in the proper sort order for project plan 2.0

Team page not loading for projects within a specific org

Project Phases should be added to the far right

Custom column configurations not persisting

Set limits on how many changes we can make per API request (upsert projects)

Addressed engine-notification Panic Errors

Unable to reorganize phases within a project