IS-A-TASK RELEASE NOTES

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

v10.0.5.0

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