Changelog

New Features

• Automation Runs History: A new Runs History view for Automations lets users see past automation runs, so they can check what ran and when and troubleshoot failures more easily.

• Project Phases Settings: A new Project Phases setting lets teams define and manage the phases a project moves through, such as planning, execution and review. This gives every project a clear structure and makes it easier to track progress from one stage to the next.

• Project Board Export: Users can now export a project board, so board data can be saved or shared outside Kroolo.

• Notes in My Space: My Space now includes Notes, giving users a personal place to jot down ideas and keep quick notes alongside their own work.

Enhancements

• Task Dates Within Project Window: Task dates are now kept within the project’s start and end dates, so tasks can’t be scheduled outside the project timeline.

• Form View Matches Table List: The Form view now follows the same layout and behaviour as the table list, so switching between the two feels consistent.

• New Audit Columns: Created Date, Created By, Updated At, Updated By, and Completed Date columns can now be added to lists in both workspace and portfolio views, with list configuration support so users can show or hide them.

• Share Modal Updates: The Share modal has been refined with fixes to the Remove modal, a new confirmation checkbox, a shadow fix for the buttons, and a new primary Done button, making sharing clearer and safer to use.

• Merge Task Option: The project task menu now includes a Merge Task option, so users can combine duplicate or related tasks into one.

• Column-Level Edit Permissions: Edit access can now be controlled for individual columns, so admins can decide who is allowed to change each column’s values.

• Ageing Days Default Column: An Ageing Days column now appears by default in lists, so users can see how many days an item has been open without adding the column themselves.

Bugs & Fixes

• Dashboard Summary Duplicates Fixed: Duplicate entries in the summary tables of the project dashboard have been removed, so each item now appears only once, and the totals are accurate.

• Workflow Dynamic Variables Fixed: The dynamic variable issue in Gmail and Outlook actions in Workflow automation has been resolved, so emails now pick up the right values.

• Project List DataGrid Fixes: Issues in the Project DataGrid (PDG) on the Project List have been fixed, so the list displays and behaves correctly.

• Edit Column Dropdowns Update Instantly: Saved changes in the Edit column modal now show up immediately in the dropdowns, so users no longer need to refresh to see them.

• Share Modal Loading Fix: A loading skeleton now shows while members load in the Share modal, so “No one has access yet” no longer flashes before the list appears.

• Project DataGrid Grouping Fix: The grouping issue in the Project DataGrid (PDG) has been fixed, so grouped rows display correctly.

• Project Member Validation: Project member validation has been added to the Project Detail page, so only valid members are accepted.

• Client Name Column Removed from Drilldown: The client name column has been removed from the drilldown table of the project dashboard, giving a cleaner view.

Enhancements

• Email Notification Settings Locked for Members: Email Notifications are now non-editable for invited and existing members, so their notification preferences can’t be changed from their own settings.

• Email Notifications On by Default: Existing members now have Email Notifications turned on by default in the user settings, so they receive email updates without having to enable them first.

• Table and Portfolio Column Fixes: Column truncation issues in tables and the Portfolio listing have been fixed, so column content now displays properly instead of being cut off.

• Company Activation and Deactivation: Companies can now be activated and deactivated, giving admins control over whether a company’s account is active.

• Utilisation Filters in Capacity: Resourcing > Capacity now has utilisation-based filters, so managers can quickly find over- or under-utilised members and balance workloads.

Bugs & Fixes

• Timesheet Fixes: Bugs shared across the Timesheet module have been fixed, so timesheets now work more reliably.

• Authentication and Onboarding Rework: The authentication and onboarding flows have been reworked, with related issues fixed, so signing in and getting started in Kroolo is smoother and more reliable.

• Fix the sidebar API loading toast issue.

• Time Tab Label Colour: The text colour of the summary labels in the Time tab has been updated to the muted foreground colour, so the labels look softer and the values stand out more.

• Project Member Template Fix: The issue where adding a project member rendered the wrong template has been fixed, so the correct template now displays.

• Project Member Template Fix: Adding a project member no longer renders the wrong template, so the correct template now appears.

• Invite Member Modal Fixes: The UI of the Invite Member modal has been polished, so inviting people to a workspace looks cleaner and works more consistently.

• Project DataGrid Progress Bar Fix: The progress bar issue in the Project DataGrid (PDG) has been fixed, so project progress now displays correctly in the grid.

New features

• Whiteboard: The Whiteboard has been added to Kroolo, giving teams a shared space to sketch ideas, map out plans and collaborate visually.

Enhancements

• Advanced Filters (Expenses): The Expense module now supports advanced filtering, so users can combine multiple conditions to quickly narrow down expenses and find the entries they need.

• User Configuration: Edit user rearrangement: the fields and add missing fields. User table UI issue fixes: The date filter is not working in Invoice; the client owner is unable to add
  Unable to record the payment by entering today’s date; it says invalid date.

• People Tab Fixes (Rates): Fixes have been made to the People tab in the People module Rates, so rate information displays and works correctly.

Bugs & Fixes

• Invoices: Invoice Fixes, Leave Approval fixes, Trash fixes

• Boards: Fixed the board-related production issues.

• Channel and Attendance Fixes: Channel messages now sync correctly, and the attendance options menu no longer closes on its own.

• Gantt Chart: Render Gantt task names containing HTML/XML as plain text instead of interpreting them as markup.

• People Tab Fixes (Rates): The People tab in the People module’s Rates section has been fixed, so rate details now display and behave as expected.