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Planview Customer Success Center

Product Releases

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Recent Releases

 

December 13, 2024

New refresh option added to Board Sentiment Widget in Planview.Me

An option to "refresh" the sentiment scoring on the Board Sentiment Widget has been added.

  • Previously, the refresh was happening automatically once in 24 hours when the user visited the view.
  • Now, along with the 24 hours refresh, a user can manually refresh when they need to.

Sentiment widget December Update green arrow.png

November 8, 2024

Date/time line is now hidden in AgilePlanning view

In the Agile Planning view, there was an issue with the Time Now date line not aligning properly with calendar dates. To avoid confusion, the date line has been removed until the team can prioritize a fix. Thank you for your understanding!

Assigned members are now sorted by "added on" date

Assigned Members on cards are now sorted and shown by the date each member was assigned to the card, from earliest to most recent (the earliest assigned member will appear first). This change will help convey context around primary and secondary assignees.

Update to Planview.me Board Sentiment widget

For the November release of Planview.Me we have an update to the Board Sentiment widget:

  • Improved status message when data is unavailable for sentiment processing

Improved Error Message.png

Fixes

An issue was fixed where users had been receiving an error when trying to unsubscribe from cards within the My Cards + Tasks panel.

November 1, 2024

Custom Card Builder Feature

We’re excited to introduce the Custom Card Builder, a powerful feature designed to give board managers and admins complete control over customizing card appearances. Now available in the Card Builder tab under Board Settings, this feature lets you create card faces that display the information most relevant to your team.

Key Features

  • Dynamic Card Content Display: Choose from a full suite of card elements, including size, connections, tasks, scoring, blocked, priority, custom icons, tags, and planned dates. Show or hide each piece to match your team’s workflow.

  • Drag-and-Drop Configuration: Easily organize card elements into two designated rows—information and icon rows. Place each item in your preferred row with drag-and-drop simplicity.

  • Flexible Layout and Priority: Rearrange elements within each row to set their order of priority, ensuring that the most critical information stands out on the card face.

  • Real-Time Card Preview: See instant previews in both Modern and Compact card formats as you customize, letting you fine-tune the look and feel without switching screens.

  • Light & Dark Mode Previews: Toggle between light and dark modes to ensure your customizations are legible and visually appealing in any display mode.

  • Expanded Icon Support: Add even more detail with support for comments, attachments, and custom field icons, so every card can be as detailed as you need it to be.

The Custom Card Builder provides your board managers with flexible and intuitive controls, making it easy to create a visual experience that aligns with team priorities. Check out our video walkthrough for a full demonstration!

Known issues

  • Custom field icons don’t accurately update on the card preview. Custom field icons will be accurately represented on the card face though

  • The planned start/finish date icon gets cut off in the card builder preview

card builder.png

For more information see this article.

 

           

Release Notes Archive