Changelog

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Enhanced Time Tracking and Task Management

• Implemented a new time compliance popup that prevents app usage until users log their time, ensuring better time management.
• Replaced percentage-based work splits with fixed t-shirt size allocation tables for development and design subtasks, improving billing accuracy.
• Added comprehensive activity log tracking to provide a full audit trail of changes made to tasks and requirements.

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Performance and User Experience Enhancements

• Enhanced time tracking forms to prevent errors when dates are not selected, ensuring smoother submissions.
• Improved error handling on authentication routes to reduce unnecessary error reports.
• Network error handling in the SWR fetcher to avoid cascading failures, enhancing the dashboard’s reliability.
• Significant improvements to the scheduling feature, including real-time progress updates, smart push for task management, and enhanced interface for better usability.

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Scheduling Enhancements and Improved Delivery Metrics

• Experience a new full-screen preview for attachments including images, videos, PDFs, and Office documents.
• Improved visibility for management annual leave, allowing managers to see direct reports and their own leave.
• The delivery metric now accurately tracks schedule adherence, defining tasks as “early,” “on time,” or “late” based on completion and scheduled end dates.
• Sick leave for today will now automatically cascade scheduled work forward for affected tasks.
• Simplified email templates for clearer client communication and reduced redundancy in messaging.

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Major Update with Enhanced Features and Fixes

• Revamped notification system with clearer entity names and improved link functionality.
• New iCal feed for annual leave, allowing seamless integration with Google Calendar.
• Redesigned time tracking views with enhanced statistics cards for better visibility.
• Introduced the ability to log 0 minutes with a confirmation checkbox for external work records.
• Significant improvements to schedule adjustments, including a preview feature for changes.
• Overhauled dashboard metrics for more accurate project insights and better task organization.
• Fixed various bugs related to task visibility, overtime calculations, and user interface elements.

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Enhanced Comment Mentions

• You will now receive email notifications when you are mentioned in comments across tasks, quotes, help desk requests, and project tasks.
• The notification system has been enhanced to include details like who mentioned you and the context of the comment.

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Enhanced RAG Report Pages and Overtime Scheduling

• Redesigned RAG report pages for better clarity and usability, including new layouts and historical status tracking.
• Added the ability to schedule overtime for retainer subtasks, allowing for more flexible task management.
• Filtered out soft-deleted users from task list assignees to improve task assignment accuracy.

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Major Update: Enhanced Scheduling and Time Tracking

• Introduced a new “running behind” feature to help track delayed subtasks and improve scheduling accuracy.
• Added a compliance check popup to ensure daily schedules are on track.
• Improved time logging dialogs with better validation and alignment.
• Enhanced scheduling estimates to better reflect actual time needed for tasks.
• New filters for quotes status, allowing better management of development and design quotes.
• Resolved several bugs related to attachment downloads and time entry calculations.

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Project and Quote Management Enhancements

• Improved project task management with new features for task organization and tracking.
• Enhanced quote status updates to provide clearer insights into your quotes.
• New admin restrictions for better oversight and management capabilities.

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Enhancements to Operations and Scheduling

• Improved calculations for scheduled days, ensuring unique calendar days are used instead of summing per-task days.
• Project and client names are now clickable in delivery and scheduling tables, providing easier navigation.
• Added project tasks to capacity calculations for more accurate scheduling.
• Enhanced conflict detection during block rescheduling, preventing false conflicts.
• Users can now schedule blocks beyond the current calendar month, allowing for greater flexibility.
• Unified scheduled days calculation across all pages for consistency.
• Time tracking pages now display the correct project task titles and clients, improving clarity.

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Enhanced Project Management Features

• Added project phases with dates, completion tracking, and history.
• New milestone sidebar with easy click-to-scroll navigation.
• Enhanced tracking with derived task status badges and aggregated progress indicators.
• Introduced weekday-based scheduling and single-day hour overrides for tasks.
• Updated project forms to include phase dates (admin-only).
• Improved time tracking, now organized under admin group.
• Fixed issues with the mention combobox and time entry project linkage.

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Improved Leave Management and Schedule Features

• Users now see their leave summary based on their join date anniversary rather than the calendar year, ensuring accurate leave counts.
• Leave date columns have been combined into a single Timeline column, simplifying the view for users.
• CEO work type has been introduced, allowing auto-approved leave submissions and better visibility of their leave alongside direct reports.
• Scheduling conflicts now consider daily capacity, allowing for more efficient task stacking.
• Soft-deleted users will no longer appear in the feedback round user list, providing a cleaner selection process.

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Enhanced Project Task Management

• You can now press Shift+Enter while adding tasks to quickly create and immediately clear the input for the next task.
• Attachments now download correctly using native browser functionality, preserving important file metadata for a smoother experience on macOS.

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Enhanced Project Management and Collaboration

• Added an interactive client sign-off status for completed project tasks, allowing users to easily change project task statuses to Pending, In Review, or Approved.
• Enabled comment editing with a new inline editing interface, including a pencil icon, save/cancel options, and updated timestamps for better tracking of comment changes.
• Fixed the issue with downloading attachments to ensure that files maintain their correct MIME types.

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Enhanced Team Scheduling and Dashboard Experience

• Project tasks now count towards team capacity, ensuring accurate scheduling.
• Team member dashboards now display cards for all members prior to selection, improving visibility.
• The “Scheduled” column has been re-ordered to appear before “Days Spent” for clarity.
• The “Scheduled Days” badge has been updated and renamed to “Rolling Day Rate,” reflecting variance more intuitively.
• Time entries related to “Task” or “Help Desk” activity types are now marked as billable, even without a linked record.

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Enhanced Project Day Rate and Time Entry Features

• Improved calculation of project day rates based on project cost, budgeted phases, and actual billed days.
• All client time entries are now marked as billable, ensuring accurate tracking for all work related to a client.
• Redesigned retainer day rates table to include detailed metrics like Sold Rate, Monthly Rate, and Actual Rate for better financial transparency.
• Added tooltips showing scheduled hours on variance badges for clearer understanding of project timelines.

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Enhanced Time Tracking and Notification Previews

• Added the ability to link time entries to specific projects by including a projectId in the time entry schema.
• Migrated existing time entries from Barkly Dogs, allowing seamless integration with Monday.com.
• Fixed notifications to display readable text from comment content instead of raw JSON, enhancing clarity in the notifications you receive.

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Project Management Enhancements

• The project table now features a reordered layout, displaying Days Scheduled before Days Spent.
• New metrics for Days Spent and Scheduled have been added to the PM dashboard for better visibility.
• Tooltips have been added to all column headers for clearer information.
• We fixed issues with counting scheduled days by assignee work type to ensure accurate tracking.
• Schedule Gaps have been hidden from the PM project dashboard for a cleaner view.

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Enhanced Project Management Dashboard

• New PM dashboard features project and retainer stat cards for tracking billable health and task management.
• Added inline task title editing on project detail pages for easier updates.
• Days scheduled now accurately reflect billable work types on project details.
• Improved visualization with route-based dashboards and simplified navigation.
• Implemented leave adjustments system to manage employee time off effectively.
• Fixed issues with attachment downloads ensuring correct filenames are preserved.
• Enhanced user experience by filtering project scheduling to billable phases only.

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Enhanced Time Tracking and Project Delivery Features

• Redesigned time tracking interface for an improved user experience.
• New project delivery pace tracking to help agencies better manage timelines and client expectations.
• Various bug fixes to enhance overall application stability and performance.

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User Experience Enhancements

• Users can now filter notification settings based on their role to see only relevant notifications.
• A new billable toggle has been added to the time entry edit dialog, enhancing flexibility in time tracking.
• Clients can see all tasks and subtasks when logging time, allowing for accurate time entries.
• Notifications for annual leave and tasks have been streamlined to avoid duplicates and improve clarity.
• Enhanced the look and feel of the annual leave dialogs and improved the overall UI for better usability.
• Added a confirmation dialog for deleting notifications to prevent accidental deletions.
• The display of single assignees in quotes has been refined by removing unnecessary visual elements.

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New Features and Fixes

• Drag-and-drop rescheduling for subtasks and help desk tickets directly within the schedule.
• New Team Member dashboard for admin/manager users to view any team member’s activities.
• PMs and managers can now start/complete subtasks on behalf of others.
• Improved notification handling, ensuring no silent failures with PM notifications.
• Updated action menus in the IC dashboard tasks table with direct task actions like Start and Complete.
• Enhanced visual elements like outline buttons for better visibility in dark mode.
• Fixed issues such as missing activity types in time entry requests and input handling in various forms.

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Enhancements in Notifications and Resource Management

• Users will now receive @mention notifications for comments on quotes, help desk tickets, and project tasks, expanding the existing notifications for task comments.
• The resourcing page has been rebuilt to feature separate capacity cards for projects and retainers, along with an enhanced reallocation feature to lend hours between projects and retainers.
• A fix allows project managers to easily create projects.

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Enhanced Client and User Management

• Users and clients can now have end dates, allowing for future-dated offboarding.
• Capacity calculations have been updated to include partially counted contributions from deactivated users and archived clients.
• Auto-deactivation of users and archiving of clients occurs automatically when their end date is reached.
• An audit trail is now available for all user updates, including changes related to auto-deactivation.

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Enhanced Error Monitoring and Automated Investigation

• Added Sentry error monitoring across all API routes, services, and components for better error tracking.
• Implemented an automatic investigation pipeline that opens pull requests for production errors, streamlining the resolution process.
• Enhanced user context capturing in frontend errors to improve support inquiries.

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API Route Update

• All API routes previously located at /api/admin/ have been renamed to /api/internal/, reflecting that these endpoints serve all internal team members.

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Major Updates and Improvements

• Improved scheduling functionality with a block overlap warning to prevent scheduling conflicts.
• Added performance tracking for Shopify, with a new Performance tab to view sales metrics.
• Enhanced task management with visible “Log Time” action for in-progress subtasks.
• Updated UI elements for better visibility and interaction consistency throughout the application.
• Introduced a new monthly hours column in the clients list for better visibility of client engagement.

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Enhanced Task Detail Pages and Mintlify Documentation

• 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.

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Slack Integration

• Connect CharleOS with your Slack workspace
• Receive notifications in Slack channels
• Use /alan command to query CharleOS from Slack

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Alan AI Assistant & Task Lifecycle

• 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

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Unified Timeline & Editor Overhaul

• Unified timeline view across schedule pages
• Task creation wizard improvements
• Plate.js editor overhaul for better content editing

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Schedule & Client Portal Enhancements

• Enhanced schedule views and interactions
• Client portal improvements for better client experience

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Task Management UI Improvements

• Better task completion workflow
• Phase status now uses explicit status field
• UI improvements for task management

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Multi-Step Quote Wizard

• Step-by-step quote creation process
• Improved requirement block management
• Better estimate calculations

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Major Platform Update

• 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