February 10, 2025 Release Notes

Workia Release Notes (20250207.5)

Checklist Improvements:

• Tasks in checklists can now be allocated to different statuses (e.g. planning, active etc), making it easier to track progress through a status.
• The checklist automatically opens the status that is currently active and progress through the status is tracked by the number of tasks represented as bars below the title.
• Find out more about how to use the new checklist features here and let us know your thoughts!

💡More updates are coming to the top of the case screen, to provide a better idea of status and progress on a case.

Other Improvements:

• More employee IDs! Track multiple employee identifiers by clicking the list button next to the employee number.

• The case owner will now receive a notification when all parties sign a Docusign document.
• Date fields in merge documents now use the DD MMM YYYY format.
• Added pagination to reports for better performance with large datasets.
• You can now export charts in reports as images.
• Audit history has arrived in cost estimates (find it within the three dots when viewing a cost estimate).
• The default Tax Residency position for Switzerland Home Residency is now "yes" for long-term equalized templates.

Fixes:

• Fixed email threads not showing fully in PDF previews.
• Fixed an issue with list merge tags causing trouble by not deleting from templates.
• Fixed issue with extra contacts appearing when creating emails from templates.