Edit checklists while projects are in motion
Artwork review projects always evolve to accommodate changing requirements. You may start with a clear set of objectives, but as the project moves along, your checklists might need to be updated to ensure reviews are carried out efficiently.
Now, admins and project creators can easily edit checklists even while your projects move through the workflow!
Here’s what you can do:
Add new checklist groups or items. Rename, delete, check, and uncheck checklist groups or items. Mark optional checklist items as mandatory (and vice versa).
You also have the option to leave notes for your team in case you’d like to explain why you’re updating the checklist.
Users can get details on checklist updates through:
Emails In-app notifications Audit logs Edit history
Note: While editing the checklist, you can use "Save" and "Cancel" on the modal to manage the checking or unchecking of items. All other actions are saved automatically.
Introducing an all-new interactive Dashboard
You can now leverage a powerful new dashboard to gain deeper insights into how your team and your projects are moving!
Here’s what each user can do with the new dashboard:
Admin: View insights for all projects within the account.
Project managers: View insights for projects they created, as well as projects they're a part of.
Team members: View insights for projects they’re a part of.
The dashboard is primarily defined by three metrics:
1. Tasks progress: A graphical representation of completed, overdue, and in-progress tasks assigned to you or the whole team, depending on your role.
You can filter data to display tasks for the day, the last 7 days, or the last 30 days, depending on your needs.
2. Tasks by status: Gives an overview of every task assigned since the account was created and its current status.
3. Tasks for attention: Draws attention to those tasks that may be overdue or almost overdue. Admins and project creators can notify assignees and nudge them to complete the task and keep things moving!
Compare tool enhancements
Navigate current or reference files:
You can now select either the current or the reference file within compare mode to zoom in or out, scroll, and rotate within the canvas.
The option to navigate these files can be found in the screen’s bottom left corner.
Combined navigation
While you can navigate each artwork individually, you can even scan both files together as you review them. Our latest option, Combine, allows you to zoom or scroll two files simultaneously.
Download checklist actions
You can now download a PDF report summarizing the actions taken on checklists by all assignees on a file. This report is accessible through the kebab menu of a file in the file status tab.
The checklist actions report will include:
Project name Project due date Asset name Asset link Task name Task due date Assignee Checklist actions taken Review completion date Task completion date. Checklist groups and items.
Note: The report reflects actions taken on the latest version of the file.
Add comments through file status
Admins, project creators, and other users who are part of the project (except external members) can now add comments and reply to threads on files through the file status tab within projects that are in progress.
Enhanced Reporting with Time Stamps
All reports now display dates with timestamps reflecting your account's specific time zone. This applies to:
Individual project reports Account-level project report File journey Account-level audit log
The updated date and time format is MM-DD-YY HH:MM AM/PM (12-hour format).
Complete projects manually
Project creators and admins can now complete in-progress projects with a single click. The "Mark as completed" button can be found in the kebab menu next to the project name.
Here's what happens when a project is marked completed:
The project status is changed to "Completed." The status of tasks in progress is changed to "Archived." Project files are migrated to the asset library. Users are notified by email, in-app notifications, and audit log entries.