Enhanced Task Detail Pages and Mintlify Documentation
This update includes major improvements to the task detail pages and introduces comprehensive documentation via Mintlify.- Redesigned task detail page with a new tabbed layout for improved navigation.
- Performance optimizations for faster load times and reduced bundle size.
- New Mintlify documentation site featuring user guides, concepts, developer resources, and AI-powered changelog generation.
- Added client metrics and stats to the sidebar for better insights.
- Reworked task completion dialogs for a more intuitive user experience.
Slack Integration
Merged Slack integration with improvements for team communication.- Connect CharleOS with your Slack workspace
- Receive notifications in Slack channels
- Use
/alancommand to query CharleOS from Slack
Alan AI Assistant & Task Lifecycle
Introduced Alan, the AI assistant for CharleOS, along with task lifecycle improvements.Alan AI Assistant:- Natural language queries for tasks, quotes, and schedules
- Scheduling recommendations based on team availability
- Scope generation assistance for quotes
- New “Planned” phase for scheduled but not started work
- Schedule planner for better capacity management
Unified Timeline & Editor Overhaul
Major improvements to the schedule timeline and rich text editing.- Unified timeline view across schedule pages
- Task creation wizard improvements
- Plate.js editor overhaul for better content editing
Schedule & Client Portal Enhancements
Improvements to scheduling and client portal functionality.- Enhanced schedule views and interactions
- Client portal improvements for better client experience
Task Management UI Improvements
Improved task management interface and phase status handling.- Better task completion workflow
- Phase status now uses explicit status field
- UI improvements for task management
Multi-Step Quote Wizard
New multi-step wizard for creating quotes with a guided experience.- Step-by-step quote creation process
- Improved requirement block management
- Better estimate calculations
Major Platform Update
Comprehensive update with dashboards, scheduling, and many new features.Dashboards:- Role-based dashboards for different team roles
- Performance metrics and KPIs
- Team efficiency tracking
- Kanban view with drag-and-drop
- Bank holidays support
- Conflict detection and handling
- Notification system with account settings
- Global search command palette
- RAG reporting system
- Projects module with budgets
- Help desk with ticket types