On August 6, 2021, we released an update to OnBoard that added several new features and improvements to the platform, as well as maintenance and security updates.
Release Video:
Improvements:
- Agenda Sections - Added Support for Supplementary materials
- Added the ability to attach documents to agenda sections that do not appear on the board book. Giving admins and contributors the ability to attach supplementary materials to agenda sections.
- Added the ability to attach documents to agenda sections that do not appear on the board book. Giving admins and contributors the ability to attach supplementary materials to agenda sections.
- Agenda Sections - Documents on Unnumbered Agenda Section
- Unnumbered agenda sections can now have documents attached to them. Including supplementary materials.
- Unnumbered agenda sections can now have documents attached to them. Including supplementary materials.
- Calendar View - Enhancements
- Added upcoming/past meetings filters.
- Collapsed Calendar panel by default to clean up view.
- Added sticky month headers.
- Added "Today" line.
- Added space at the end of the meeting list.
- Improved the overall sizing of various elements.
- Directory - Improved User Invite Process
- Improved the user invitation process with the ability to add a custom message with an invitation, clearer directory statuses, and improved action menus.
- Improved the user invitation process with the ability to add a custom message with an invitation, clearer directory statuses, and improved action menus.
- Groups - Ability to update Groups membership via CSV
- Group admins can now streamline the addition and removal of members in their groups via a CSV upload process.
- Meeting Minutes Improvements
- Updated the sorting of the attendance column to be vertical by the last name.
- Added ability to include a description when adding a task.
- Added option to permanently delete a task upon task block deletion.
- Added a scroll to on addition of a new minutes block.
- Tasks Improvements
- Tasks participants can now attach documents to tasks.
- Task descriptions can now utilize rich text editing - allowing ordered and bulleted lists, text formatting, and improved hyperlink support.
Changes:
- Agenda Sections - Start Time Field Depreciation
- The “What time should this section begin?” field is being removed from all new meetings and duplicated meetings.
- Users should utilize the “Duration” field in combination with the Meeting Start Time to display Agenda Section Start Times.
- Agenda Sections - Excluded Agenda Section Visibility
- Users excluded from Agenda Sections will now see a placeholder Agenda Section Block labeled “Agenda Section Excluded.” This will display on the Meeting Details page, Book, Table of Contents, and downloaded materials.
Fixes:
The following fixes were deployed with this release:
- Actions:
- Annotations panel should no longer appear in Actions.
- Long Group permission names should now be truncated properly.
- Board Book Viewer:
- Comment Annotations can now be expanded to view in an Archived Meeting.
- Table of Contents - Removed Table of Content items should no longer show when the book is first opened.
- Calendar:
- Doing a search should no longer cause meetings to disappear if there are no matching results.
- “End of Meeting list” should no longer appear before Upcoming Meetings are loaded.
- The 'Today" button should no longer have an offset when Meetings are still loading.
- Dashboard:
- Organizations with OB Core Only licenses should now be able to edit Title & Configuration.
- Organizations with OB Core Only licenses should now be able to edit Title & Configuration.
- Directory:
- CSV Import validation will now catch typos in Organization status/Role and no longer default to Member.
- CSV Import Users confirmation screen should now have more accurate information.
- Email addresses should no longer overflow into the Permission column.
- The Prefix field has been changed to Salutation and has been made into a text input. CSV imports should now update the field successfully.
- Roles in the Directory should no longer be clipped in certain resolutions.
- Search should now filter properly immediately following a User CSV import.
- Updates to Bulk Actions Permissions and Error Messaging.
- Users should no longer have duplicate profiles created in an Organization in some rare cases.
- eSignatures:
- Documents should no longer be clickable in documents' whitespace.
- Documents should no longer be clickable in documents' whitespace.
- Meetings:
- Agenda Compose - All subsections of an Unnumbered Agenda Section should now be changed to Unnumbered as well.
- Agenda Sections - Contributors should no longer receive an error when attempting to link an Action item to which they lack Administrator permissions.
- Agenda Sections - JSON Parsing error should no longer occur in Agenda Sections.
- Agenda Time Management - Updated process for excluded sections and the Pacer line.
- Analytics - The analytics option should no longer reactivate after each release and suite update when Admins request this to be disabled.
- Book Build Failed prompt should no longer have a display issue.
- Long Group names should now be truncated properly on Meeting Details and Tooltips.
- Minutes - Cleaned up behavior when the user is moving blocks around Meeting Minutes.
- Remote Meeting Details - Notify Invitee of Change prompt added to Remote Details when Meeting Briefs are enabled.
- Resources:
- Long Group permission names should now be truncated properly.
- Long Group permission names should now be truncated properly.
- Tasks:
- Unsaved changes prompt should no longer display when changes have not been made.
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