Release Notes
Here are the latest release notes for updates to Planview Adopt:
September 2026
Guide Goals track if users complete a specific action, such as clicking a Feature, viewing a Page, or generating a Track Event after viewing the guide, they count as having adopted the goal.
Data Explorer allows custom reports to be built to explore product usage, compare behaviors, and uncover trends.
Funnels assist in understanding how users move through the product and what steps they will drop off at in a sequence when trying to complete a task.
Retention assists with understanding if users are returning to your product overtime, which provides insights into the growth of the product and customer engagement. Analysis helps product teams track user behavior trends and understand long-term user satisfaction and loyalty within the user base.
Guide Effectiveness allows you to monitor how guides are performing overtime and compare them to an average. This helps with identifying trends, determining guide impact, and finding opportunities to improve guides.
Guide Goals track if users complete a specific action, such as clicking a Feature, viewing a Page, or generating a Track Event after viewing the guide, they count as having adopted the goal.
See Data Explorer, Funnels, Retention and Guide Effectiveness for details
July 2026
New UI and URL go into effect July 31st. Going forward you will need to use oem.pendo.io to access Planview Adopt. There will not be a redirect available from the old URL.
This PDF July 2026 Update goes over all the UI updates in the new release
November 2025
Conditional Branching introduces a new type of conditional split within guides, allowing guide builders to branch user flows based on whether a specific element or feature is present on a page. This gives teams greater control and flexibility to tailor in-app experiences to each user’s environment.
See Branch guides with conditional logic for details
October 2025
Page and Feature Tagging allows users to identify and tag Pages and/or Features specific to their organizations environment.
See Custom Page Tagging and Custom Feature Tagging for details.
Tagged Features for Guides allows guide builders to easily target existing tagged features for in-app guides, eliminating the need to manually tag element rules. This streamlines guide setup and ensures more reliable guide targeting.
September 2025
Guide Branching - Map View provides a clear view to the Guide Builders of their branches and which guides are a part of each branch.
April 2025
Guide Activity in Paths improves our path analysis by providing visibility into guide views and to see how users interact with guides in the Paths reports.
See Paths
Embedded Guides allow you to seamlessly integrate guidance directly within your application’s interface, providing users with contextual assistance exactly where they need it. Unlike overlay guides, embedded guides are placed inline with your app’s content, ensuring a non-disruptive user experience. This approach enhances usability by delivering relevant information at the precise moment it’s required, thereby improving user engagement and satisfaction.
January 2025
The Task List building block allows you to design and display a sequence of tasks for your users. By breaking down actions or learning objectives into clear, manageable steps, you can guide your users through processes to help them learn, make progress, or accomplish specific tasks within your application.
See Building Blocks.