IS-A-TASK RELEASE NOTES

11.2.0.0

September 11, 2026

What's New:

• Added Administration sub-module for managing external API-based systems
• Added internal API endpoints with OAuth2.0 authentication so external systems can integrate with IAT
• IAT is now integrated with Microsoft Graph API with multi-tenant support
• IAT is now integrated with Microsoft Purview (with multi-tenant support) for coordinating Cases, Custodians, Custodian Assets, and collections data
• Custodian sources collected from Purview are displayed as a chart in the My Cases -> Custodian/Witness Sources
• IAT can now read Microsoft Purview Search Exports meta data, calculating asset sizes for a project collection
• My Calendar is now integrated with Microsoft Outlook for Entra ID SSO users
• Settings for controlling the integration with Outlook have been added to My Options page (Entra ID SSO user's only)
• IAT now includes Bell Notifications (My Notifications) for notifying users inside the app

Improvements:

• PHP updated to v8.3
• Header navigation has been expanded
• Microsoft Exchange Online (via Graph API) can now be used to send email instead of SMTP services
• Incoming Requests and Comments can now be received from a Microsoft Entra ID inbox instead of an IMAP service
• Requests can now be bulk deleted and bulk assigned
• Requests module now previews incoming request emails and displays the thread in a more intuitive manner
• Various significant improvements to the My Teams -> Display Active Team Tasks board view
• Cases are now transferable between clients with all projects moving along with the case
• Team Tasks grid filters can now be saved
• Users may now attach or add a new custodian from the Add/Edit Asset form
• The tree display of custodians and assets has been improved
• Global Projects module has been moved to the header navigation
• Client Case Projects Tasks Instructions Details report type now includes the Unit Notes field
• Many report filters that displayed ambiguous dropdown options now display more distinctly
• Track Project links in grids throughout the app now consistently display Track Project as a popup
• Various UI adjustments including grid column widths
• Custodians and their assets can now be imported and attached to projects from Microsoft Entra ID
• Recent email alert failures are now visible on the System Maintenance page

Bug Fixes:

• Fixed error that happened when deleting user accounts that included drag & drop configurations
• Fixed error caused by running "Client Case Media..." reports
• Fixed display error causing basic authentication user accounts to appear as SSO accounts
• Fixed error that sometimes occurred when sending comments to custom recipients

11.1.10.0

August 1, 2026

Bug Fixes:

•  Updated QuickBooks SDK to patch reported issue: https://github.com/intuit/quickbooks-v3-php-sdk/issues/575

11.1.9.0

July 31, 2026

Bug Fixes:

•  Fixed PHP error in Team Tasks grid 

11.1.8.0

July 15, 2026

Bug Fixes:

• Fixed issue in Add Project form where radio button changes were not being saved
• Fixed IMAP connection error
• Fixed SQL error in email alerts cron
• Fixed SQL error in User Bookmarks model

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