OnBoard Release v3.4.0 - August 6, 2021

Alex Tavares
Alex Tavares
  • Updated

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. 

  • Agenda Sections - Documents on Unnumbered Agenda Section
    • 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.

  • 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.

  • 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.

  • 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.

  • Tasks:
    • Unsaved changes prompt should no longer display when changes have not been made.

 

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