November 18, 2024 Release Update: Platform 2.50: Work Visualization & Client Notifications & Portal 2.13: Progress Tracking

We are excited to announce the release of Workflow 1.5 and Portal 2.13, bringing significant improvements to project management workflows and portal customization options.

Workflow 1.5 Enhancements:

⭐ Project Workflow Improvements:

Enhanced Project Management:
Completely redesigned work management interface with improved task visualization
Smarter Task Dependencies:
Improved handling of task dependencies and progression logic
Retroactive Workflow Udates:
All workflow improvements automatically apply to existing projects

🛠️ Portal Settings:

Customizable Request Button:
New ability to show/hide the request button
Event Display Controls:
Flexible configuration for displaying overdue events

🔔 Enhanced Notification System:

Scheduled vs Dispatched Notifications:
Separate immediate notifications for scheduled and dispatched events
Visit Reminders:
Configurable visit reminders with custom timing
Notification Templates:
More robust & customizable message templates for improved clarity & branding

📊 Analytics & User Interface:

Extended Date Ranges:
Added "This" and "Future" date ranges for better reporting
Document Management:
Improved notification system for portal document uploads
Bulk Operations:
Redesigned interfaces for bulk editing work orders and records

Portal 2.13 Enhancements:

⭐ User Experience Improvements:

Project Visibility:
Better handling of archived projects
Stage Visualization:
Enhanced clarity in project stage display
Login Simplification:
Streamlined phone number format in login process

These updates represent our ongoing commitment to improving workflow management and the user experience for your clients. We value your feedback as we continue to enhance our products. Thank you for trusting Coperniq with your business!