Changelog

Previous state - You could not post a comment without clicking the “Comment” button. There was no keyboard shortcut and hitting enter would create a second line in the comment box.

Improved state - You now have a way to post a comment with a keyboard shortcut to improve your flow of commenting.

Keyboard shortcuts:

• Ctrl + Enter (Windows)

• Command + Return (MacOS)

Previous state: There was no clear way to let a user watch a video or complete an alternative task while walking through a guide before immediately moving onto the next guided step.

Improved state: We have added a new action to the guide creator and editor that allows you to pause the flow of a guide so the user can do something else (i.e. watch a video, fill out a form) before hitting next to continue.

• Action added: Insert Wait & Resume Step

• How to add this step to your guide:

  • Option 1 - During recording:

    1. Right click (or two finger tap).

    2. Click Sidekick Guide Recorder.

    3. Click Insert Wait and Resume Step.

    4. If you want to give it a specific name and description (i.e. complete the form, watch the video), remember to edit the guide afterwards. Otherwise, it will remain at the default of “Resume when ready”.

  • Option 2 - After recording (edit):

    1. Go to your guide and click Edit.

    2. Go to the desired location for adding a ‘wait & resume’ step and click Add Step.

    3. Click Insert Wait and Resume Step.

    4. Give this new step a title and description or leave it as the default of “Resume when ready”.

We have another frequently used table that has been updated for better use and efficiency.

Path: Partner → Partner Packages

Recent improvements:

• Added:

  • “Created At” column

  • Filtering by assigned teams or tags

    • see all packages assigned to a specific team or tag quickly

  • Collapsibility of assigned teams

    • Previous state: If applicable, you would see 30+ accounts on a package creating a long list that was frankly annoying to scroll through.

    • Improved state: By default, we only show a few assigned accounts and you can expand or collapse the remainder of accounts on the list, as needed.

• Compressed:

  • Action items compressed into the “3 dot” dropdown

    • Open

    • Add Account

    • Clone

    • Delete

• Sorting:

  • How to: Click the column name for either of the options below.

    • By name (sort A → Z or Z → A)

    • # Installs (sort lowest → highest or highest → lowest)

    • Created at (sort recent → oldest or oldest → recent)

Previous state: There was no easy way to see what boards your rules were associated with. It was a guessing game, which could be frustrating.

Improved state: You now have clear visibility into the boards that each rule is on.

• How to view this: Click the "Process Board" tab inside the rule editor to instantly see every board where that rule is currently in play.

We’ve gotten a lot of feedback on updates that sit too long and we’re excited to share this improved feature with you!

Previous state: An update has been out for a while and it’s still showing up for your team, which can be really annoying.

Improved state: Once an update reaches the “# Days Update is Shown” and expires, the update will be marked as “missed” and will no longer be shown to your team.

• Default: This defaults to 14 days and you can adjust under “Audience”

• Missed: View under the “Analytics” tab once the update is published

We are continuing to make improvements to process boards so that the experience is smoother for you!

Recent improvements:

• First column:

  • Sticky: The first column is now sticky and will stay on the screen as you scroll horizontally.

  • Minimum width: The first column will always have a minimum width to prevent making the column so small that you can't read it.

• Horizontal scrollbar:

  • Removed: The horizontal scrollbar would previously block the very bottom row of the table and has been removed to alleviate that pain point.

• Refresh:

  • Works as expected: Previously, when you clicked on a process board and then refreshed, you’d be directed to the “All” tab and have to click into the board again. Now, it works as you’d expect — When refreshed, the page will remain on that process board.

You may remember a recent improvement we made for bulk operations to process rules and content. We have now added a few bulk operations for card triggers.

To access: Content → Card Triggers

Bulk operations include:

• Bulk selection of card triggers

• Bulk icon update of card triggers

Previous state:

• View all - You would see all resources being installed whether completed or in progress.

Improved state:

• Hide - While installing a package, completed resources will automatically hide themselves from the list once installed.

  • This includes sections as they’re completed.

• Opt In - You can opt-in to showing completed resources during install by clicking the checkbox for “Show completed resources during install”.

• Completed - Once the package is fully installed, all resources are then shown to confirm what was installed.