July 30th, 2025

Improved Feature

Action Plan + Tasks

Required Plan: Everyone

Improved Feature: Action Plans + Tasks UX Improvements (Drag & Drop, Pop Ups)

Required Plan: Everyone

Change Log Notes:

Improvements to the drag and drop feature within action plans and tasks:

  • More seamlessly drag and drop items. In the past, it was not very easy and you weren’t always certain where the task or section was going to end up.

  • You can clearly see the section you’re going into (outlined in hot pink).

  • Drop a task into a section quickly and it will automatically appear.

  • Drag a section into another phase with ease.

A few other improvements with the interface of a task:

  • Interfaces are easier to work with overall

  • When assigning a task, save button has been moved to the right so it’s always visible as you interact with the drop down menu.

  • If you click off the pop up, it will remain visible until you click save or cancel vs. previously you would lose everything.