🚀 Release Notes 5.2.8 – Updated Task Layout, Subtasks & Grants Over Time chart!

Coming June 28th! We’ve refreshed the Task Details view with a cleaner design, subtasks, and quick links to related workflow tasks. A new chart widget is available on the Home Page to help visualize grants over time. Let's dive in!

What’s New?

✅ Task Details redesign with in-line edits and subtasks

The Task Details modal has a new, streamlined layout for improved usability! You can now edit fields directly in-line and quickly access linked Requests and Organizations. The new Workflow section provides a clear overview of related tasks with status icons, hoverable assignee and due date info, and direct navigation. Documents are now easier to access at the top of the modal, and subtasks help break down multi-step work more clearly.

💡 An updated layout to save you time and clicks so you can get your work done quickly!

📚Learn More: Build a Workflow Template & Manage Workflows and Workflow Tasks

📊 Grants over time widget

A new homepage widget makes it easy to see the totals you’ve awarded over the last five fiscal years! The chart displays total grants by fiscal year (last five years only) and can be broken down further by code and code level.

💡 Easily visualize trends in your grantmaking over the past five years!

📚Learn More: Customize the GivingData Home Page

🛠️ Improvements

🗓️ Consistent experience selecting dates

Every date picker across the product has been replaced with the same same date picker for consistency.

🧭 More convenient location for support links

We’ve made it easier to find helpful support resources by moving them up to the top navigation!  Along with this change, we’ve consolidated a few pieces of information - pulling your product’s version number up under this same section as well as our Privacy Policy. Based on data that showed low traffic to these previously prominent options, we moved the Print options into the Help section and the My Notes section under My Profile.

📚 Learn More: General Navigation

➕ Sleek “Add New” Menu

Within the top navigation of the page, the menu for adding a new Request, Organization, Contact, etc. has been refreshed! Same options, just a great new look!

👥 View Interaction Participants in Super Searches

For Interaction Super Searches, Interaction Participants can now be added as a column. If there are multiple participants, they will be listed in alphabetical order and separated by a comma within the same column.

🎨 Enhance all Super Search chart color options and data labels

All Super Search Chart types now support custom color selection. Pie and Donut charts allow multiple colors, while the last 5 colors used are saved locally for reuse. Note: saved colors are cleared if browser data is deleted.

📚 Learn More: Chart View

🐛 Notable Bug Fixes

Each release includes bug fixes to enhance stability and improve your experience. Here are some key fixes:

• Workflow Task: An error occurred when adding new tasks with task dependencies to a Workflow. This has been resolved and tasks can be saved without resulting in an error. 
• Calendar Date Picker: The date picker flickered when a user was zoomed in on their screen. This has been resolved with the new date picker that was added as an enhancement.
• Task Super Search: The sort order of the column for Workflow Name was not sorting the list in alphabetical order. This has been resolved and the list now sorts according to the Workflow Name in alphabetical order.
• Grantee Portal Intake Form Review Comparison: When an intake form status had been updated manually from “In Progress” to “Accepted”, it would produce an error on the Review Comparison page. This has been resolved and now intake forms with manually updated statuses do not result in an error on the Review Comparison page.
• Activity Search: Requests that had been deleted were not appearing in the activity search when looking for deleted requests. This has been resolved and now the deleted requests will appear in the activity search results.
• Quick Search: Documents stored in the GDCloud were not opening in the online editor from Quick Search results. This has been resolved. Note: Documents that are linked from a data storage provider cannot be viewed in the online editor for Word from Quick Search – an error toast will be displayed.

💡 If you encounter any issues, reach out to support@givingdata.com - we're happy to help!

📀 Replica Database Schema Changes

Clients without a replica database in their subscription can disregard these technical details. This section is intended to notify administrators about changes to the database schema. If your subscription includes a replica database, these details may be relevant to the administrators managing your replica database or advanced data visualization tools like Power BI. For further assistance, please contact our support team.

New Tables Added:

SubtaskTemplates

• Purpose: Stores reusable subtask templates linked to TaskTemplates.
• Columns:
  • SubtaskTemplateId (Primary Key)
  • TaskTemplateId (Foreign Key to TaskTemplates)
  • OrderNum, Description, CreateDate, ChangeDate
• Constraints:
  • Default value for CreateDate set to GETUTCDATE()
  • Foreign key FK_SubtaskTemplates_TaskTemplates

Subtasks

• Purpose: Represents subtasks linked to actual Tasks.
• Columns:
  • SubtaskId (Primary Key)
  • TaskId (Foreign Key to Tasks)
  • OrderNum, Description, Complete, CompleteDate, CreateDate, ChangeDate
• Constraints:
  • Default value for Complete set to 0
  • Default value for CreateDate set to GETUTCDATE()
  • Foreign key FK_Subtasks_Tasks