This release introduces significant enhancements across various areas including new features and bug fixes.
Notes
This release introduces note-taking functionality for targets and accounts, allowing users to record important information and context.
Figure 1. Notes Icon for Targets
Notes can be attached to the target’s total or individual sections.
Figure 2. Search Notes
Notes can be searched within the target’s hierarchy.
Figure 3. Account Notes
Account notes are added by clicking the checkbox next to the appropriate account and clicking the Add Notes button on the toolbar.
Figure 4. Add Notes
Notes for both targets and accounts allow you to add a title, and description, and assign the note to a user if applicable.
Figure 5. Comments
New notes show up in a thread for easier review.
Figure 6. Additional Actions for Notes
Mark your note as resolved, assign it to a user, or edit the note from the three-dot menu.
Information:
Access to notes respects existing permissions, and a new “add notes” permission enables contributions even with read-only access. Notes can be audited for tracking purposes. Notes are not duplicated when cloning plans or targets. Notifications can be sent to admins or managers.
Filter for Multiple Roles and Non-Inherited Assignments
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Figure 7. Filter for Multiple Roles and Non-Inherited Assignments
This update provides enhanced filtering capabilities for coverage assignments. You can now:
Isolate directly assigned coverage by filtering to exclude non-inherited assignments.
Refine your view to specific role coverages by applying multiple role filters.