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IS-A-TASK RELEASE NOTES

v11.0.1.0

May 30, 2025


What’s New:


  • Added the ability to create a new Case Contact when creating a new Case in Case Management submodule
  • Added the ability to create a new Case Contact when editing an existing Case in Case Management submodule
  • Added the ability to view all auto-associated Client Contacts when creating a new case in Case Administration submodule
  • Added the ability to view all associated Client Contacts to a case when editing a case in Case Administration submodule
  • Added the ability to view a list of all auto-associated Client contacts to new cases in Client Administration -> Client Contacts node


Improvements:


  • Improved process around Client/Case default biller contacts 


Bug Fixes:


  • Fixed issue where CSV files are not being uploaded during the Import Process
  • Fixed issues blocking users from editing User Saved Reports
  • Fixed issues around default Client/Case Contact logic
  • Fixed error happening when performing Media Transaction
  • Fixed CRM Overview graphs for accuracy
  • Fixed filter issues in CRM Module


v11.0.0.0

May 18, 2025


What’s New:


  • Added a new module in User Menu to allow users to create tasks and plans outside of a structured workflow called ‘My Quick Tasks’
  • Added the ability to add, edit, and organize Quick Tasks
  • Added the ability to categorize a Quick Task and create a new category while adding/editing a Quick Task
  • Added the ability to assign Quick Tasks to other users
  • Added the ability to add Checklist items on a Quick Task
  • Added the ability to add Notes to a Quick Task
  • Added the ability to change the status of Quick Tasks from various views
  • Added a Quick Tasks Board View that allows users to view and manage tasks using search, filters, and drag and drop capabilities
  • Added the ability to bulk delete Quick Tasks
  • Added the ability to add Quick Tasks Plans to organize related Quick Tasks
  • Added the ability to share Quick Tasks Plans by user, role, or make public/private
  • Added the ability to bulk delete Quick Tasks Plans
  • Added new My Quick Task Assignments node in My Assignments
  • Added new email alert for Quick Tasks Assigned to Me
  • Added new node in My Events for ‘My Quick Tasks’ to be shown on calendar
  • Added the ability to view all users assigned to each role and bulk reassign those users in User Management
  • Added a Team Tasks Board view as a new visual element to aid in Team Task Management
  • Added the ability to add custom fields to Case Management form


Improvements:


  • Replaced JavaScript date pickers with HTML5 for improved user experience
  • Improved logic around deleting Cases so that Cases can be deleted even if there is an unsubmitted project
  • Improved workflow template process by shifting the remove button
  • Improved the display My Events Calendar to include Business Hours a Select all - Deselect all option
  • Improved permissions logic around Dashboard Reports to reflect access by feature
  • Moved My Exports into the Reports Module for improved organization
  • Moved Today’s Activity into the Reports Module for improved organization
  • Renamed My Cases > Quick Task to Project Task for consistency purposes
  • Improved My Teams > My Assignments > Saved Filters by adding a prefix for better organization
  • Improved My Teams > My Assignments nodes by adding task count next to the node
  • Renamed Options to My Options for consistency
  • Improved logic around visibility of Client and Case Preferred Pricing price points
  • Improved Case Budget to include Billing Items added at the Case level (via My Events or Import Case Billing Items)
  • Improved Client Management Client Contacts and default biller process for easier implementation and improved logic
  • Improved the Case Management Case Contacts and default biller process to allow for new and multiple Case Contacts inputs when adding or editing a Case
  • Improved the UI elements of the Case Management Form (ie moving Case Closed field to the top)
  • Improved the UI of the My Cases Add Case Contact Form
  • Improved the Quick Actions Add/Edit Case process to allow contacts to be added
  • Improved display of Active Task Assignments by Task Distribution chart
  • Restructured how project due dates are stored and implemented HTML5 date picker for greater browser compatibility and accessibility compliance
  • Converted Email Alerts crons to console commands for better reliability and compliance
  • Optimized Change Project Process queries for improved performance
  • Improved 508 Compliance by adding ability for JAWS to announce column in a grid as sortable and how it is sorted


Bug Fixes:


  • Fixed issue causing permission issue when displaying workflow templates
  • Fixed Case Budget total to include Minimum Price configuration in the total, if applicable
  • Fixed issue when adding new Team Priority
  • Fixed user session timing out too early


v10.0.5.0

May 30, 2025


Improvements:


  • Improved performance of Bulk Check Out/In Production Media popup dialogue 


Bug Fixes:


  • Fixed Workflow ID and Client Name lookups in report type "Client Case Productions w/ Projects"
  • Fixed SQL error in report "Client Case Projects Tasks Instructions Details - All Fields"
  • Fixed issue in Track Project where users aren’t seeing the assigned User on Tasks they are a Team Member of 


v10.0.4.0

April 28, 2025


Improvements:


  •  Upgraded application dependency PHP to 8.1.32 


Bug Fixes:


  • Fixed data grid appearing blank after collapsing and expanding left-side navigation
  • Fixed error when exporting Media to CSV file
  • Fixed issue where expanded tree view displays incorrect permissions to a Case
  • Fixed XSS vulnerability and  various security issues 


v10.0.3.0

April 21, 2025


Improvements:


  • Improved Client Case Projects Tasks Instructions Details - All Fields Report type to include additional Task fields


Bug Fixes:


  • Fixed issue where Email Template Configuration template field was not appearing in body
  • Fixed issue in Project Instructions where Sources weren't linking
  • Fixed issue where copy and pasting text into HTML text editor fields were causing text not to display 


v10.0.2.0

February 4, 2025


 What’s New:


  • Created a new report type called 'client case custodians' for users to select when creating new reports
  • Added the ability for sys admin uses to set a default sort order when creating report types in reports management 
  • Implemented checksum verification to ensure the distribution of the IS-A-TASK product is secure and with the highest integrity 


Improvements:


  • Improved reports by requiring users to set at least one sort order when creating a new report


Bug Fixes:


  • Fixed issue causing custom descriptions to not save on price points
  • Fixed issue causing the custom description field to not appear when entering case time tracking 



v10.0.1.0

January 20, 2025


What’s New:


  • Added an information window indicating why a user cannot be deleted from the application due to activity check


Improvements:


  • Improved the modularization of the report generation process
  • Improved SSO login process by auto-update email address changes when user logins


Bugs Fixes:


  • Fixed generic error dialogues to display less environment variable information
  • Fixed bug in "Client Case Projects Tasks Instructions" report causing failure when report contains project with multiple workflows attached
  • Fixed deleting a user due to false positive activity check
  • Fixed session timeout to ensure server session and browser session are synchronized 
  • Fixed only the first applied filter showing in the exported report


v10.0.0.0

November 21, 2024


Improvements:


  • Upgrade JavaScript dependencies jQuery Validation and MomentJS
  • Improved the name of chart in Team Overview Completed Task Assignments
  • Improved exporting large reports by disabling export button until row count returned
  • Improved 508 Compliance by adding keyboard accessibility to dropdown favorites
  • Improved 508 Compliance by announcing data correctly in "Table" mode    


Bug Fixes:


  • Fixed bug causing user to receive Pending Task alert for task before previous task has been completed
  • Fixed issue where Client Case Productions report not showing all applied filters in exported report
  • Fixed bug causing links to display as normal text and normal text displaying as link
  • Fixed bug causing inaccuracies in Activity Report
  • Fixed issue pasting into new Jodit fields causing a 500 error when exporting PDF
  • Fixed bug causing duplicated email alert to be impacted by changing configuration of original email alert
  • Fixed Slack time showing incorrectly after updating slack time
  • Fixed Cross-Site Scripting (XSS) vulnerabilities


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