Releases

Description

Connect AI assistants to TaskTrain through the Model Context Protocol (MCP), with a new authorization server that puts every connected Client under your control.

Important

• Every Client authorization made before this release has been cleared. Zapier users must connect their TaskTrain account to Zapier once more.

Features

• Work in TaskTrain from MCP Clients, such as Claude or ChatGPT, which can find and read Procedures, start Assignments, perform your open Tasks, capture Fields, and comment, acting as you in only the Organizations you choose when you connect them
• Review the Clients you have authorized, when each last acted, and revoke any of them, from the new Authorized Clients item in the user menu
• Show which Client made a change in Activity lists and comments, as in “Diego via Zapier”

Enhancements

• Choose the Organizations Zapier may act in when connecting it
• Require an Approver to approve, return, or reject a Task in TaskTrain, never through Zapier or an MCP Client
• Revoke a User’s Client authorizations when their password changes
• Make every Task’s Assignee a follower of its Assignment’s comment threads
• Speed up access checks throughout the application
• Strengthen access controls and credential handling throughout the application
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Correct the time each Assignment was made, which misordered Assignment lists
• Notify a thread’s followers of every comment, not only the first
• Stop live Assignment updates to a Member as soon as their Portfolio Access is removed
• Return a signed-out user to any page they requested after signing in
• Delete the Organization a deleted User was the last Administrator of

Description

A consistent API for integrations, more reliable billing, and many corrections.

Enhancements

• Make the Member who starts an Assignment its Requestor when no Requestor is named, and allow clearing an Assignment’s Requestor
• Show new Procedures, Triggers, and Assignments in other open sessions as soon as they are created
• Refuse to move a Procedure to another Organization, and suggest Copy instead
• Explain what deleting a Procedure deletes, and that its Resources remain
• Suspend an Organization whose subscription is canceled
• Accept e-mailed Assignments only from verified senders
• Clarify tooltips and help text for Positions, People, the Organization Catalog, Triggers, and member pickers
• Strengthen access controls throughout the application
• Improve the reliability of the server and scheduled jobs
• Align the TaskTrain API’s names, paging, and error responses, in preparation for upcoming integrations
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Allow move or copy of a Procedure only into a Portfolio where the Member may create Procedures; never copy a Locked Procedure
• Keep billing in step when a Member’s Workspace Access changes to or from Guest
• Open an Assignment or Trigger whose Procedure has lost a Role, and an Assignment that has no Requestor
• Clear an optional Role during an Assignment, but never a Required one, and re-staff a Role the way its Tasks were first staffed
• Keep a Role unstaffed when no Account is chosen for it in the Assign dialog, and send a named Assignee every Step that names no one
• List a new Assignment in its Assignee’s Inbox even when none of its Tasks falls to them
• Show a Scheduled Trigger’s saved Start and End when editing it, and refuse a weekly schedule with no days selected
• Show a Procedure’s description as plain text in Procedure lists, the Procedure picker, and the Manual Trigger dialog
• Show the unsaved text when a rich text editor is expanded
• Show a Guide entry whose Linked Resource has no media type
• Let Escape close a confirmation dialog instead of choosing its other answer
• Invite a Member who gives no last name
• Remove a removed Member’s Portfolio Access in every Portfolio, not just one
• Keep a Procedure’s Positions inside the Organization it is copied into, and delete an Organization’s Positions and Organization Catalog with it
• Name an e-mailed Assignment for its Procedure when the message has no subject, and describe it with a plain-text message’s body
• Show the comment author’s name, not placeholder text, when replying to a comment notification e-mail
• List comments in a Task’s Activity
• Bill the correct number of Members when an Organization changes plans, and keep a late payment notice from overwriting a newer payment status
• Offer Zapier only the paid Organizations whose payment succeeded
• Correct the Translate dialog’s title and wording that earlier renames had damaged

Description

Procedure inputs & outputs, related Procedures, and security hardening.

Features

• Add typed Fields to Procedure Steps, whose values are captured as Assignments are performed and can be pre-filled by Scheduled Triggers
• Add Supplies, Deliverables, and Tools to Procedures and Steps, showing each Task what it needs, what it produces, and what it is performed with
• Add Entry & Exit Criteria to Procedure Steps
• Add the Organization Catalog, for sharing Fields, Materials, and Tools across a Workspace’s Portfolios
• Add Related Procedures, with Hand-off Triggers that start the following Procedure when an Assignment completes
• Include Fields, Supplies, Deliverables, Tools, and Related Procedures in Procedure exports
• Suggest Fields, Tools, and Related Procedures during the SOP Savant interview

Enhancements

• Allow Triggers without an Assignee, and Assignments without a Requestor
• Show where a Trigger’s Assignments will be created, and warn when a Trigger has stopped or needs staffing
• Attribute Assignments started by a Trigger to that Trigger
• Show Procedure and Step authoring changes in Activity lists
• Allow sorting a Procedure’s Scheduled Triggers by either column
• When removing a Member, list the Triggers that name them and clear them from those Triggers
• Allow deleting a record or Resource from its edit dialog, and confirm before a comment is deleted
• Disable unavailable tabs and controls for Guests, with an explanation, instead of hiding them
• Strengthen access controls and credential handling throughout the application
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Prevent the Create Organization dialog from freezing when no plan is selected
• Return a signed-out user to the page they requested after signing in
• Open e-mail links in the detail pane on narrow displays, and open comment notification links on the Comments tab
• Keep the selected Inbox Assignment or Procedure row highlighted
• Prevent navigation labels from turning blue on iOS Safari
• Show the selected files again in attachment upload dialogs, and show the actual error when a Procedure image upload fails
• Move a dragged Procedure Step into the parent it is dropped on
• Keep a Scheduled Trigger’s saved Assignee when editing it
• Delete all of a Procedure’s or Portfolio’s dependent records when it is deleted
• Reactivate a removed Member who is re-invited with a different e-mail address
• Add the inviter’s address as the reply-to on invitation e-mails
• Show the AI text generation button on the rich text toolbar again

Description

Icon updates—new application-wide icon system with improved appearance and semantics.

Enhancements

• Replace FontAwesome4 with Phosphor icons (via Iconify) except for Assignment/Task status icons
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Restores correct reordering of Resources attached at the Procedure level
• Restores immediate appearance of a Resource in the Guide of a Procedure that had none
• Deleting a Procedure now clears it from every Resource that referenced it, including Procedure-level ones
• The Comment Thread drill-down no longer displays/allows navigation to a nonexistent route when a thread has no Assignment Task

Description

Approvals.

Features

• Add Approval Statuses to allow specification of Approval Steps with designated Position or Procedure Role Approver
• Enable specification of Procedure Roles / Approvers in Scheduled Procedure Triggers

Enhancements

• Improve display of Positions & Accounts in Select inputs & exports
• Improve consistency of panel headings & icons
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Correctly display & designate Portfolios as private on paid Workspace subscriptions
• Add missing borders on multiple components

Description

Organization Positions & Procedure Roles.

Features

• Add Positions modeling organization chart to use as default Procedure/Step assignees
• Add Procedure Roles to allow default Procedure/Step assignee slots to be bulk assigned

Enhancements

• Improve input placeholder and tooltip text to provide best practice guidance & explanations
• Improve consistency of list header button groupings
• Display visual indicator on all incomplete required inputs
• Improve semantic consistency and visual appearance of buttons
• Improve consistency of Delete button placement
• Improve keyboard navigability of menu options
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Prevent cut-off of list header buttons on iPhone 12 & smaller mobile displays
• Correct disabled state display of Save buttons in Trigger dialogs
• Remove double borders on multiple components
• Correct inconsistent disabled input appearance

Description

Add normative guidance wording highlighting

Enhancements

• Add RFC 2119 normative guidance wording highlights on Procedure/Step detail fields
• Improve application code for efficiency, maintainability, & reliability
• Update third-party dependencies for security, performance, & reliability

Corrections

• Restore ability to expand Rich Text Editor into dialog view
• Shorten long placeholder text to avoid truncation

Description

SOP Savant Intelligent Interview

Enhancements

• Enhances SOP Savant (Generate with AI…) to an Intelligent Interview— an AI-assisted, multi-phase interview with optional existing documentation analysis
• Enrich Procedure data model with inputs, tools, outputs, exit criteria, & estimated duration
• Enrich Procedure Step data model with outputs & exit criteria
• Improve placeholder & tooltip text / standardize related information architecture
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Restore correct border and location on dynamically shown Rich Text Editor toolbars
• Ensure Procedure/Step detail editor is always shown even when empty

Description

Minor corrections and enhancements.

Enhancements

• Rename Portfolio Guide tab to Resources to better match contents
• Prevent duplicate “toast” messages
• Improve detection of network disconnection
• Update third-party dependencies for security, performance, & reliability
• Improve application code for efficiency, maintainability, & reliability

Corrections

• Restore immediate appearance of newly added Members to the Portfolio Access List
• Prevent support chat widget from jumping to right side of screen
• Ensure close button is always visible on support chat widget