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Release 25.1.0.0 - November 2024

Product Updates

Product Area 

Type

Summary

Release Note

Task Dashboard

Improvement

Send Reminders feature in the Task Dashboard

Completing tasks is easily forgotten in the day-to-day responsibilities of your staff. Use the Send Reminder button to remind your staff of Upcoming or Overdue tasks.

When the Send Reminder button is clicked, the Weekly Direct Report Summary will be sent to each staff member including the Overdue and Upcoming tasks. Note that the upcoming tasks are now defined as tasks due within two weeks.

Note that reminders are only sent for tasks when:

  • The task is required

  • The Responsible User for the task is the Direct Report

Detail page and List page (Task Dashboard)

Improvement

Additional filters have been added for Task Statuses

The Overdue and Upcoming Tasks options help refine the tasks displayed on the dashboard. If a task does not have a specific due date, the system defaults to using the process due date.

  • Overdue Tasks: Selecting the Overdue Task checkbox applies a filter to display only tasks determined to be overdue.

  • Upcoming Tasks: Selecting the Upcoming Tasks (due in 2 weeks or less) checkbox filters tasks due within the next two weeks.

Mutual Inclusion

Unlike most filters, the overdue and upcoming tasks are mutually inclusive, meaning both filters can display results simultaneously. If both options are selected, the dashboard shows tasks that are either overdue or due within two weeks.

Interaction with Other Filters

When combined with other filters, the task display is further narrowed.

Example: Selecting the job type Teacher alongside both overdue and upcoming tasks will display tasks assigned to teachers that are either overdue or due in two weeks.

This functionality ensures flexible filtering for better task management while maintaining clarity on due priorities.

Task Dashboard

Improvement

Updated the Direct Report Weekly Summary

Previously, an upcoming task was defined as a task due within seven days. The Weekly Direct Report Summary now notifies staff of upcoming tasks due within 14 days, an increase from the previous 7-day notification period.

Task Dashboard

Improvement

Updated the Task Dashboard Status information to be hyperlinks

Previously, users had to click the status bar to access detailed information on the Task Dashboard, which was challenging when the status bar was small compared to the overall display.

The status names are now displayed as hyperlinks, offering a more accessible and user-friendly way to navigate to the detail page.

Task Dashboard

Issue

Updated the Task Dashboard to exclude inactive staff members

Previously, the Task Dashboard included all staff, which can skew completion metrics. This has been updated to include only active staff members.

Task Group (Task Dashboard)

Issue

Resolved the Task Group filter duplicating error

Previously, the Task Group filter duplicated the Task Group name for each process it was associated with. This has been resolved, and now each task group appears only once in the filter.

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