5.0.0.0 (25 April 2019) Version 5 Launch

General User functionality

Company Overview
1. Page name changed from Corporate Dashboard.
2. Users can now save their preferred filters for future sessions including location filters and task filters.
3. Individuals have the ability to hide or show each section (widget) of the page; able to save for future sessions.
4. Filters apply to all sections of the page instead of setting filters per section.
5. Projects section now mirrors the location's Dashboard to better communicate the progress of the project.

Dashboard
1. Page name changed from Location Dashboard.
2. New graph displaying statuses of tasks due in the current week.
3. New graph displaying statuses of tasks due week by week. The graph shows the past and upcoming 6 weeks, along with the current week.
4. Recent Updates section was removed.
5. Clicking on segement of the Milestones graph updates the milestone listing that displays next to the graph (instead of navigating to the Tasks page)
6. All graphs on the Dashboard are now clickable to drill down for more information.
7. Pace section relabeled as Task Completion By. Individuals can choose to divide task info by Discipline (same as v4) but can now also view the task data by Department, Phase, Community, or Responsible person.
8. Details section now includes fields for the General Manager Name and GM’s email address.
9. A field for general notes and information has been added to Details section. This is a large box to allow you to type any note you wish about the location. For example, the Restaurant Name, important contact names, construction updates, etc.

Tasks
1. New optional features have been added for subscriptions to Turn on/off for their locations. These include:

a. Task Start Date
b. Task Prerequisite
c. Anticipated task effort
d. Task Steps to perform

2. Listing is fully responsive to the individual’s screen size. Previously there was a maximum width. If an individual is using a large/wide monitor, they have the ability to see more tasks on the screen than a smaller screen.
3. Filters for each column have more predominant placement, making it more obvious how to filter or search.
4. The checkbox on the left side of the list has been hidden until the individual selects Bulk Actions to remove confusion to it’s purpose.
5. Individuals may customize the columns that appear for the listing. Their column selection is remembered for subsequent logins. There is also a Reset option to bring columns selections back to the default setting.
6. Additional column options have been added.
7. A quick link has been added to the Responsible column to easily assign a task to yourself.
8. Task Detail slide out drawer:

a. Layout has been refreshed to call greater attention to the most important elements.
b. Links and Files are now grouped together.
c. A link can be added like a file; this is helpful if you want to link your colleagues to a file that is saved on another platform such as Dropbox or SharePoint.
d. You can tag colleague in a task Comment by typing @ followed by their first name. The tagged individual will receive an email with a link to the task so they can reply. (Except if the tagged individual turns off the notification option in their Notification Setting.)
e. The Suggested Job Title to Complete the task is now separated from the actual person’s name. This allows the task to be unassigned and allows for you to always be able to see the suggested job title. On the task listing; the Responsible column will show the Job Title until the task is assigned to a specific person’s name. A task can no longer be reassigned to a different job title by the location-level users.

Email Notifications
1. A new Daily Digest option added. This replaces multiple email options including Past Due Milestones, Past Due Tasks, Task Name/Additional Info changed, etc.
2. The tasks displayed on the Daily Digest include direct links to the task.
3. Weekly Update email has been refreshed to make it more obvious the number of tasks past due or upcoming due for (a) the entire location, (b) the individual’s favorite departments, and (c) those that are assigned to the individual.

Administration functionality

Moderators
1. Baseline Task List page provides a single place for imports and edits. All edits now trickle down to any location tasks that was created the the baseline task.
2. Inactive a baseline task now provide the ability to choose if you want the task to also be removed from locations or remain on locations. This allows the Moderator to inactivate a Baseline Task so that it is not included in future pushdowns but existing locations will continue to work on the task. (For example, a brand requirement is being changed; locations already in the pipeline can continued to using the old standard but locations opening after x date will have a new standard.)
3. Instead of delete, a baseline task is changed to Inactive so that it can be reversed if it was mistakenly inactivated. The same is true for location-level tasks.
4. Date (weeks out or static date) can be changed on the baseline task and it trickles down the new value to location tasks. This is also now true for the Job Title assigned to a baseline task.
5. You can now designate which Moderators and Administrators can access each Baseline. This is helpful to if you have an individual who should only be able to make edits on certain baselines.
6. Baseline Files provides you a storage facility for template files that you want to add as a downloadable link on a baseline task. You can store files here instead of using a separate app such as SharePoint or Dropbox.

Administrators
1. All Admin-related functions are displayed in a single “Admin” page for better organization and ease of use.
2. Locations no longer are available for Moderators to view/add/edit.
3. User listing search options available for multiple columns (first name, last name, email, etc.).
4. User profile reorganization to allow faster editing of an existing user’s profile vs location access vs email notifications.
5. The locations a user has access based on a rule is separate from the locations the individual was manually granted access.
6. User Invitations can now be resent/emailed again.
7. A user can now be assigned to specific Communities. The ranking community process has been eliminated to provide numerous uses of Community to manage tasks visibility.
8. Location profile reorganized to allow for faster editing of location basics vs user access vs baselines.
9. Baselines can be associated with a location at anytime (not only upon creating the location) from the Location profile.

Owners
1. Owners now have access to the Subscription Profile where you can replace the Subscription’s logo, update email messaging, alter Goals configuration, and the FAQs that appear when a user creates a new support ticket.