Releases

Description

Keeps lists updating through a lost connection, and corrects the inbox badge, Procedure Steps made from a document, and starting an Assignment with a File.

Enhancements

• Show a banner with a Reload button when live updates have been paused for 30 seconds
• Show a banner that changes won’t save when TaskTrain can’t be reached
• Replace repeated technical error messages during an outage with one plain-language message
• Show a single error message when sign-in fails
• Warn in Procedure from document that “Both” makes a Procedure Step of every list item, including notes and links
• Count the inbox badge’s Unread Assignments on the server, instead of loading each of them on every page
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Reconnect live updates after a server restart or network loss, when lists used to stop updating
• Stop refusing to start an Assignment given a File value, with an error that it did not match its File type
• Stop a Procedure Step sharing a position with another after one is inserted, or leaving a gap after one is deleted, which could misplace later Procedure Steps
• In Procedure from document, keep a list’s Procedure Steps under their heading, instead of moving them and later headings to the top level
• In Procedure from document, name a Procedure Step by its list item’s whole text, instead of stopping at the first bold text or link
• In Procedure from document, drop typed numbering such as “2.1.” from a heading’s Procedure Step name
• In Procedure from document, make no Procedure Step from an empty list item, instead of one named “Untitled LI” or with no name
• Update the inbox badge and list in your other sessions, without a reload, when a task or Role fill adds an Assignment to your inbox
• Lower the inbox badge when a whole Assignment is reassigned away from you, instead of keeping the old count
• On the Actions tab, stop labeling an archived Assignment “Archive”, or keeping the label of the Assignment selected before
• Disable the Actions tab’s archive button outside Assignments (Mine), with a tooltip pointing there

Description

Corrects renaming a Field, copying a Procedure, and adding a Resource, and shows an error when data fails to load.

Enhancements

• Label the control that moves a Field, Material, or Tool between Catalogs “Catalog”
• Load Procedures, Assignments, and Triggers with fewer database reads
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Refuse to rename a Field when a Procedure would then bind two Fields of one name
• Name a copied Procedure’s Fields clear of the Organization Catalog’s Field names
• Refuse to copy a Procedure that binds two Fields of one name within its Portfolio
• Check Portfolio Access in the Procedure’s own Portfolio when adding a Resource to it
• Show an error message when data fails to load, and keep showing the last data
• Clear the selection in Invite Users after Remove Selected

Description

Corrects searching the Exchange, saving an Organization’s settings, and printing or exporting a Procedure.

Enhancements

• Strengthen security throughout the application
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Match a search of the Exchange as typed, including its spaces and brackets
• Keep an Organization’s time zone when an Administrator saves its settings
• Print or export a Procedure with an Exit Criterion a person judges
• Re-enable Export when a Procedure export fails

Description

Hold every Task to its Entry Criteria, Exit Criteria, and Required Fields, show how a Procedure’s steps depend on one another in a new Flow view, and record whether each Tool is Physical or Digital.

Important

• Entry Criteria, Exit Criteria with a test, and Required Fields now apply to every open Assignment, including those started before this release
• Ready Task e-mails are on for everyone who receives New Assignment/Task e-mails; turn them off under Email Notifications

Features

• Make a Task wait until another Task reaches a status, a Field’s value passes a test, or a date arrives
• Test a Field’s value in an Exit Criterion, such as “Quote Total > 1000”, before a Task or an Assignment can close
• Refuse to start a Task until its Required Inputs are captured, or to close it until its Required Outputs are
• Show on each Task what it waits on, and why a status change was refused
• E-mail an Assignee when a Task of theirs becomes Ready to start
• View a Procedure’s steps, or an Assignment’s Tasks, as a Flow of what each depends on
• Find what a Procedure or step takes in, produces, checks, and uses on its new Specification tab
• Manage the Fields, Materials, and Tools a Portfolio owns on its new Catalog tab
• Mark each Tool Physical or Digital, and name the MCP server of a Digital Tool in the Organization Catalog
• Let an MCP Client that supports forms ask you for the Required Fields a status change waits on

Enhancements

• Set an Organization’s time zone, which every date compared with today counts from
• Refuse an Entry Criterion or Field binding that no order of work could ever meet
• Let only the Task that produces a Field capture it while that Task is open
• Keep a Field’s type and choices fixed while an open Assignment uses it
• Limit a Field’s Label and name to 33 characters, so they read in full
• State every kind of criterion, and each Tool’s kind and interface, in Procedure exports and MCP tools
• Propose whether each Tool is Physical or Digital when SOP Savant writes a Procedure
• Give each Task status, and Fields, Criteria, Materials, and Tools, icons of their own
• Show every field’s error or warning in a message box below it
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Enable Move in the Move/Copy dialog when it opens from a link
• Show a copied or moved Procedure in its new Portfolio’s Procedure list right away
• Update the Open and Closed Assignment counts as soon as an Assignment starts
• Keep the navigation tree marking the page you open
• Let a Manual Trigger be edited when one of the Procedures it starts is Archived
• Remove the Triggers tab of Published Procedures, which offered Edit and Delete whatever your Portfolio Access
• Keep a Procedure name with &, #, or ? whole in the e-mail its Triggers tab opens
• Show a readable message when adding a Member to an Organization fails
• Name the refused value in a validation message, instead of a “$value” placeholder

Description

SOP Savant Express on this website now guides visitors through writing an SOP, phase by phase, and SOP Savant writes cleaner Procedures.

Features

• Write an SOP with SOP Savant Express on the TaskTrain website: describe a procedure or paste notes, review the proposed Scope, Controls, Roles & Tools, Inputs, and Outputs one card at a time, then read the SOP, with each Step’s Assignee and Approver, and e-mail it

Enhancements

• Leave out an unfinished last Step when SOP Savant’s answer is cut short, instead of ending the Procedure mid-sentence
• Keep the Procedure descriptions SOP Savant writes short and free of repetition
• Tailor onboarding e-mails and support chat to each User’s Organizations, plan, and progress
• Strengthen security throughout the application and the website
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Remove an Organization’s last Portfolio from the navigation tree as soon as it is deleted
• Keep a reorder of a Step’s Resources from changing the Procedure’s Resource list in other open sessions

Description

Connect AI assistants through the Model Context Protocol (MCP), with a new authorization server that puts every connected Client under your control.

Important

• Every Client authorization made before this release has been cleared. Zapier users must connect their TaskTrain account to Zapier once more.

Features

• Work in TaskTrain from MCP Clients, such as Claude or ChatGPT, which can find and read Procedures, start Assignments, perform your open Tasks, capture Fields, and comment, acting as you in only the Organizations you choose when you connect them
• Review the Clients you have authorized, when each last acted, and revoke any of them, from the new Authorized Clients item in the user menu
• Show which Client made a change in Activity lists and comments, as in “Diego via Zapier”

Enhancements

• Choose the Organizations Zapier may act in when connecting it
• Require an Approver to approve, return, or reject a Task in TaskTrain, never through Zapier or an MCP Client
• Revoke a User’s Client authorizations when their password changes
• Make every Task’s Assignee a follower of its Assignment’s comment threads
• Speed up access checks throughout the application
• Strengthen access controls and credential handling throughout the application
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Correct the time each Assignment was made, which misordered Assignment lists
• Notify a thread’s followers of every comment, not only the first
• Stop live Assignment updates to a Member as soon as their Portfolio Access is removed
• Return a signed-out user to any page they requested after signing in
• Delete the Organization a deleted User was the last Administrator of

Description

A consistent API for integrations, more reliable billing, and many corrections.

Enhancements

• Make the Member who starts an Assignment its Requestor when no Requestor is named, and allow clearing an Assignment’s Requestor
• Show new Procedures, Triggers, and Assignments in other open sessions as soon as they are created
• Refuse to move a Procedure to another Organization, and suggest Copy instead
• Explain what deleting a Procedure deletes, and that its Resources remain
• Suspend an Organization whose subscription is canceled
• Accept e-mailed Assignments only from verified senders
• Clarify tooltips and help text for Positions, People, the Organization Catalog, Triggers, and member pickers
• Strengthen access controls throughout the application
• Improve the reliability of the server and scheduled jobs
• Align the TaskTrain API’s names, paging, and error responses, in preparation for upcoming integrations
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Allow move or copy of a Procedure only into a Portfolio where the Member may create Procedures; never copy a Locked Procedure
• Keep billing in step when a Member’s Workspace Access changes to or from Guest
• Open an Assignment or Trigger whose Procedure has lost a Role, and an Assignment that has no Requestor
• Clear an optional Role during an Assignment, but never a Required one, and re-staff a Role the way its Tasks were first staffed
• Keep a Role unstaffed when no Account is chosen for it in the Assign dialog, and send a named Assignee every Step that names no one
• List a new Assignment in its Assignee’s Inbox even when none of its Tasks falls to them
• Show a Scheduled Trigger’s saved Start and End when editing it, and refuse a weekly schedule with no days selected
• Show a Procedure’s description as plain text in Procedure lists, the Procedure picker, and the Manual Trigger dialog
• Show the unsaved text when a rich text editor is expanded
• Show a Guide entry whose Linked Resource has no media type
• Let Escape close a confirmation dialog instead of choosing its other answer
• Invite a Member who gives no last name
• Remove a removed Member’s Portfolio Access in every Portfolio, not just one
• Keep a Procedure’s Positions inside the Organization it is copied into, and delete an Organization’s Positions and Organization Catalog with it
• Name an e-mailed Assignment for its Procedure when the message has no subject, and describe it with a plain-text message’s body
• Show the comment author’s name, not placeholder text, when replying to a comment notification e-mail
• List comments in a Task’s Activity
• Bill the correct number of Members when an Organization changes plans, and keep a late payment notice from overwriting a newer payment status
• Offer Zapier only the paid Organizations whose payment succeeded
• Correct the Translate dialog’s title and wording that earlier renames had damaged

Description

Procedure inputs & outputs, related Procedures, and security hardening.

Features

• Add typed Fields to Procedure Steps, whose values are captured as Assignments are performed and can be pre-filled by Scheduled Triggers
• Add Supplies, Deliverables, and Tools to Procedures and Steps, showing each Task what it needs, what it produces, and what it is performed with
• Add Entry & Exit Criteria to Procedure Steps
• Add the Organization Catalog, for sharing Fields, Materials, and Tools across a Workspace’s Portfolios
• Add Related Procedures, with Hand-off Triggers that start the following Procedure when an Assignment completes
• Include Fields, Supplies, Deliverables, Tools, and Related Procedures in Procedure exports
• Suggest Fields, Tools, and Related Procedures during the SOP Savant interview

Enhancements

• Allow Triggers without an Assignee, and Assignments without a Requestor
• Show where a Trigger’s Assignments will be created, and warn when a Trigger has stopped or needs staffing
• Attribute Assignments started by a Trigger to that Trigger
• Show Procedure and Step authoring changes in Activity lists
• Allow sorting a Procedure’s Scheduled Triggers by either column
• When removing a Member, list the Triggers that name them and clear them from those Triggers
• Allow deleting a record or Resource from its edit dialog, and confirm before a comment is deleted
• Disable unavailable tabs and controls for Guests, with an explanation, instead of hiding them
• Strengthen access controls and credential handling throughout the application
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Prevent the Create Organization dialog from freezing when no plan is selected
• Return a signed-out user to the page they requested after signing in
• Open e-mail links in the detail pane on narrow displays, and open comment notification links on the Comments tab
• Keep the selected Inbox Assignment or Procedure row highlighted
• Prevent navigation labels from turning blue on iOS Safari
• Show the selected files again in attachment upload dialogs, and show the actual error when a Procedure image upload fails
• Move a dragged Procedure Step into the parent it is dropped on
• Keep a Scheduled Trigger’s saved Assignee when editing it
• Delete all of a Procedure’s or Portfolio’s dependent records when it is deleted
• Reactivate a removed Member who is re-invited with a different e-mail address
• Add the inviter’s address as the reply-to on invitation e-mails
• Show the AI text generation button on the rich text toolbar again

Description

Icon updates—new application-wide icon system with improved appearance and semantics.

Enhancements

• Replace FontAwesome4 with Phosphor icons (via Iconify) except for Assignment/Task status icons
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Restores correct reordering of Resources attached at the Procedure level
• Restores immediate appearance of a Resource in the Guide of a Procedure that had none
• Deleting a Procedure now clears it from every Resource that referenced it, including Procedure-level ones
• The Comment Thread drill-down no longer displays/allows navigation to a nonexistent route when a thread has no Assignment Task