IS-A-TASK RELEASE NOTES

11.1.7.0

March 11, 2026

Improvements:

• Added an additional field in grid to display the biller associated with the invoice 

11.1.6.0

March 10, 2026

Bug Fixes:

• Fixed duplicate detection logic in import custodian by CSV process

11.1.5.0

March 5, 2026

Bug Fixes:

• Fixed disabled Import button in import custodian by CSV process 

11.1.4.0

March 4, 2026

Improvements:

•  Implemented further adjustments to Custodian Asset duplication detection logic to improve accuracy and prevent unintended duplicate records
• Improved application logging to enhance system monitoring, diagnostics, and overall traceability of background operations

Bug Fixes:

•  Fixed an issue that caused inaccurate confirmation count to display during the Import Custodian process

11.1.3.0

February 27, 2026

Improvements:

• Adjustments to Custodian Asset duplication detection logic
• Improvements to application logging
• Elevated server timeouts and other resources

11.1.2.0

February 25, 2026

Improvements:

• Enhanced the Import Custodians feature to support bulk assigning custodians/witnesses to a case and to ensure duplicate custodians are correctly associated with their selected cases through improved case-association logic. The import process now includes a new field, Custodians Newly Associated to Case Records, which displays a list of new case associations for custodians. 

Bug Fixes:

•  Fixed an issue that prevented invoices from appearing in QBO after being pushed.

11.1.1.0

February 23, 2026

Bug Fixes:

• Fixed report generation error
• Fixed filter issue in Global Projects causing cancelled projects to erroneously appear

11.1.0.0

February 3, 2026

What's New:

• Implemented a new SaaS infrastructure by transforming a stateful architecture to a stateless architecture using various AWS services
• Implemented increased application throughput by integrating with AWS ElastiCache for Valkey, a serverless, fully managed caching service with full Valkey compatibility
• Transformed the entire application to a 12-Factor application https://12factor.net/ to enhance scalability, performance and security
• Added the ability to transfer work product from one user to another to help facilitate the user deletion process
• Added the ability to automatically receive a report on a specific date/timed event
• Added the ability to automatically send a report on a specific date/time event to another user

Improvements:

• Removed the Taxes submodule from the Billing module
• Removed the System Updates submodule from the Administration module
• Improved Gantt Chart zoom function in Case Productions submodule
• Renamed Quick Task Request form name to Project Task Request in Add/Edit Service Tasks node
• Improved Client Case Projects Tasks Instructions Details - All Fields Report type to include additional related Task fields
• Update Wording in System Maintenance Clear All User Sessions & Remove Clear Garbage Sessions
• Improved the display of Mime Types to only show the enabled mime types in restricted table
• Renamed the Mime Type form field name to include the word Allowed instead of Restricted
• Updated the process of handling stored documents by implementing a cascade delete process and created a script to cleanup orphan documents  
• Improved the overall process to generate Reports by relying on more console action for improved speed and overall performance  

Bug Fixes:

• Fixed the Saved Report Auto Generate Email Alert to links to redirect to the correct page/action 
• Fixed the ability to search for names in the Share Report field in the Edit Saved Report form 
• Fixed the formatting issue when pasting text into the HTML editor
• Fixed validation issue when adding a custodian in the Custodian/Witness submodule

v11.0.5.0

September 30, 2025

Bug Fixes:

• Fixed issue causing a 500 error during checking out/in media process when completing a task
• Fixed issue causing inherited Default Biller not to appear as default after Editing a Case or creating a Case
• Fixed Country field dropdown on Client Management Form to save correctly
• Fixed invalid credentials error in Inbound Requests Email Alerts
• Fixed Requester field and Read/Unread in Requests Module

v11.0.4.0

August 19, 2025

Improvements:

• Replaced the file upload browse button with a modernized file uploader with Drag-and-Drop capabilities

Bug Fixes:

• Fixed error when adding media to existing productions
• Corrected Team Active Task Assignments chart count
• Fixed My Quick Tasks Grid view displaying wrong number of attachments
• Fixed issue where System Forms field edits were not displaying changes
• Fixed error that occurs when deleting cases when mapped to QuickBooks

v11.0.3.0

July 7, 2025

Improvements:

• Improved logic around Team Tasks Board View for Task Status consistency
• Updated Completed column to Completed Today in Team Tasks Board View for improved performance
• Updated Completed column to Completed Today in Quick Tasks Board View for improved performance
• Improved drag and drop functionality in Team Tasks Board View
• Improved drag and drop functionality in Quick Tasks Board View

Bug Fixes:

• Fixed issue causing fields to not populate correctly in email alerts
• Fixed issue causing an error page when clicking project # hyperlink
• Fixed issue when unassigning Tasks in Team Tasks Board View
• Fixed error occurring when resubmitting existing projects

v11.0.2.0

June 15, 2025

What’s New:

• Created new report type Client Case Contacts w/ no Default Biller
• Created new report type Client Contacts w/ no Default Biller

Improvements:

• Improved wording around Default Client and Case Billing Contact Process
• Improved Client Case Contacts report type by adding additional fields
• Improved Client Contacts report type by adding additional fields 

Bug Fixes:

• Fixed custom date range issue in date filters when running a Report
• Fixed issue during the Add Case process when adding a new Case default billing contact 
• Fixed issues related to Quick Tasks and ‘My Quick Tasks’ default Plan

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

 v10.0.15.0

June 30, 2026

Improvements:

• Improved SQL connection recovery when there is an unexpected disruption.

v10.0.14.0

June 9, 2026 

What's New:

•  Added new report User Case/Team Permissions 

Bug Fixes: 

• Fixed an issue where the Project Request Type and Select Workflow Template fields were not auto-populating after selecting a previous workflow
• Fixed an issue where the Secured Post button was unresponsive
• Fine tuned My Teams grid model for better performance

v10.0.13.0

May 12, 2026 

Bug Fixes:

• Fixed Requests grid not showing the Requestor's full name when they are registered users
• Fixed permission-related error when saving projects

v10.0.12.0

April 29, 2026 

Bug Fixes:

• Fixed issue with My Team Projects grid when sorting by System Project Sort Display and user Sort Display Options.