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Planview Customer Success Center

Release Notes

Here are the latest release notes for updates to Planview Adopt:

April 2025

Guide Activity in Paths

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

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. See Create Embedded Guides.

 

January 2025

Tasks List

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.