3 New Features • 4 Improvements • 20 Bugfixes

🌟 New Features

(1) Copy Status Report

Our latest update introduces a time-saving feature that makes creating status reports much easier: copying past status reports. Existing status reports can now serve as a basis for new reports, as an alternative to using a status report template or a blank report.

Copied status reports will open as a new draft and can then be freely modified and updated.

Steps:

1. Select Status Report: Open an existing status report.
2. Copy: Choose the 3-dot menu and select Copy.
   
   Alternatively: Hover over one of the past status reports in the status report history and select Copy Status.
   
   
   
3. Adjust and Update: The copied report will automatically open as a new draft. Edit the draft, add new information, and adjust it as needed.

(2) New Date Field for Status Reports: "Status Date"

A Status Date can now be selected, which can differ from the publication date. For example, you can set the Status Date to a date in the past or future.

Unlike the publication date, which is a fixed system date set when clicking Publish, the Status Date is freely selectable and serves as the validity date of the status report. By default, it is pre-set to today’s date.

In the portfolio list, both date fields can be displayed:

(3) Filtering Relation Result Lists

We’ve extended the functionality of Relations (links) by adding additional filter settings for each of the four existing options to select the reference base.

This extension allows more precise control over which data appears in the result lists of relation Flavors, leading to faster search results.

The filter must be set in the configuration of a Flavor of type "Relation." For each option, there is a new filter button that offers all known filter options depending on the object.

When clicking on a link, the result list is pre-filtered according to the preset filter and only shows the filtered result list in both the recently opened objects and when searching for a specific link. If a filter is set, it can also be viewed in this view by clicking on Filter (1) in read mode:

🌟 Improvements

• Expanded Filter Options for the Updated at and Created at fields.
• Master Data Widget Updated: The display behavior for Flavors in the widget has been adjusted. By default, all groups are now shown as expanded, with a button allowing for collapsing and expanding all.
• Role Adjustment for Restricted Member: Users with the Restricted Member role can now use the task import function.
• API Enhancements:
  
  • • New API Endpoints:
      • /timerecord: Allows adding or updating time entries for a defined project and task.
        
        
    • Other Enhancements:
      • Create multiple tasks based on a task template using the /task endpoint.

      • The metadata fields Updated by and Updated at can be controlled via an XML attribute in API requests. By default, metadata fields are not populated by API actions. To update, specify:

        <Tasks ... ignoreMetaChange="false">

        This setting updates the metadata.
        
        

      • The API now includes an optional noFeed attribute, with a default value of false if not specified. This attribute suppresses the change feed, only generating a feed entry indicating that X elements were created.
        
        Example for task integration:

        <Tasks projectId="c69ec1c6-784e-4bcf-af27-ad1af7304c45" noFeed="true">

      • Improved error handling when email addresses cannot be resolved correctly during import / if a user cannot be found.
      • Optional use of an external ID for all API endpoints.
        

        The API now checks if an element has an ExternalId. If it does, this is used to locate existing data; otherwise, the normal Id is used. This may vary per element in an import with multiple elements.

🐛 Bug Fixes

• Task templates could no longer be opened or edited if they were initially created from a project that was subsequently deleted. Now fixed.
• Task template visibility had an issue with selection for guests. The visibility options are now aligned with those of Flavors.
• When opening the filter and clicking the search field, followed by opening the submenu for Flavors, the search field there was no longer clickable. Switching between both search fields was not possible – now fixed.
• Filtering by a date field in the portfolio list did not work as expected, now fixed.
• Switching between projects via the Favorites or Recently Opened Projects menu could potentially cause errors in displaying the selected views – now fixed.
• The portfolio board appeared to load empty columns indefinitely, even though they had no values – now fixed.
• Fixed formula execution via button related to displaying the execution message.
• Tooltip UI fix for very long URLs, which are now shortened and displayed in full length in the tooltip.
• My Tasks Board: Assigning a task to (exclusively) another person removed the task from the view only after a refresh – now works without a refresh.
• Data export bug fixed: When exporting via the API or CSV/Excel, tasks were not exported correctly if the filter delivered subtasks that had a parent task, but the parent task was not part of the filtered results. In this case, the filter only returned the subtask.
• For a project created using the Project Import function, some master data was not correctly transferred from the imported project and was partially uneditable after the import – now fixed.
• URL Flavors displayed in the master data widget were not clickable – now fixed.
• Absences were not fully manageable for subsequent years; now fixed.
• When creating a project, the Create Project button is now disabled upon clicking to prevent accidental double-clicks/duplicate entries.
• Moving a task with subtasks in collapsed mode via drag & drop positioned the task at the last position of the folder – now fixed.
• All Tasks List: Fixes were made to the start date filter. Some results used due dates instead.
• Relation Flavors that use tasks from a specific project as a reference base incorrectly displayed tasks from other projects – now fixed.
• Time tracking bug fixed: Entries in the weekly view were consolidated into one day after editing an existing entry.
• The backlinks table in linked tasks or projects sometimes did not show the complete list of linked objects. Depending on various operations, such as bulk actions, task duplication, or creation via API, links were not always correctly registered in the backlinks table. This behavior has been corrected and stabilized.
• When duplicating a task, the Show button in the snackbar mistakenly opened the original task instead of the duplicated task – now fixed.