• Presentations

    Overview Presentations are a great way to streamline the effort needed for the cadenced-based reporting required to keep key stakeholders up-to-date on the progress of your program. No more weekly/monthly/quarterly tasks to chase updates from initiative owners, then copy and paste from spreadsheets and emails to finally, aggregate content into…

  • Release 179.0

    07-08 October 2022 (Note: Official release notes are available as an attachment to this article) Enhancements: Page-Level Filters: Required filter & default value Ability to choose sort order on custom Chart section Issue Resolutions: Entering in a date in a List/View selects previous day Date selection in bulk edit is…

  • Release 178.0

    23-24 September 2022 (Note: Official release notes are available as an attachment to this article) Enhancements: Localized Date Formatting Workplan Gantt: Lock dates based on non-editable or calculated fields Workplan Gantt: Ability to remove a grouping in the settings Issue Resolutions: Edit Form in preview pane not showing save option…

  • Progress Bar

    This is a Beta Release feature.  Configuration and functionality may be modified before formal release. The Progress Bar section shows a visual representation of the progress towards a specified goal. The display of the Progress Bar is configurable when the section is added to a template, dashboard, or presentation. Setup…

  • App History Tab

    On the App History tab, App Admins can review the changes made to an App. The App History tab gives admins the ability to understand when changes were made, and ensure visibility into the current state of the App. The App History tab records the following: App: install, export, upgrade Templates: publish,…

  • Release 177.0

    26-27 August 2022 (Note: Official release notes are available as an attachment to this article) Enhancements: Preview Pane for Table Section Expand/collapse default setting for grouped column in Table section Progress Bar Custom Section App History Tab Workplan Gantt: Track Target Dates alongside Actual Dates Issue Resolutions: Import warning for…

  • Configuring Sidebar Create Forms

    Overview On the Sidebar Create tab, App Admins can customize the Create Forms that can be launched from the Navigation Sidebar, allowing users to create new work items. Adding Sidebar Create Forms Navigate to the Sidebar Create tab on your App details page. Click the Add Form button. Select the…

  • Create Form

    Overview Create Forms allow for the creation of new work items via a form that’s launched from a button. Admins have full customization for the layout of the form using our core Form capability. Create Forms can be used to either create new child work items (e.g., creating a new Initiative…

  • Chart

    Overview This is a Beta Release feature.  Configuration and functionality may be modified before formal release. The Chart section supports a range of chart types so data can be displayed in a variety of ways. The Chart section is configurable when added to a template, dashboard, or presentation. With the…

  • Release 175.0

    29-30 July 2022 (Note: Official release notes are available as an attachment to this article) Enhancements: Create Form Create New items from Navigation Sidebar Ability to configure a section to expand to fit the remaining height of the window Enabled Platforms Tab Setting Issue Resolutions: Images not loading in presentation…