Hello IngeniousIO Community!

The IngeniousIO team is excited to share the progress on our dynamic and constantly improving platform! Below are the latest platform enhancements regarding new features, workflow improvements, feature developments, user-interface upgrades and bug fixes, that were added and/or addressed within the last two weeks.

Please take a moment to review the latest updates to the IngeniousIO platform (note: the following updates are applied to all workspaces unless otherwise indicated):

New Feature Release (👏 Niiiice !!!):


Project Management:

Meeting Minutes Disclaimer:

In response to customer feedback, we have added the ability for users to have full control over the meeting minute disclaimer that is put in each meeting minute export! If you would rather not include a disclaimer, you now have the ability to choose! There are three levels to this new feature:

a. Company Settings: In Company Settings > Projects > Meeting Minutes, you will now see a toggle and a text box. This toggle controls whether or not the disclaimer can be controlled on a project level basis. When this toggle is switched to “Yes” this will allow for project managers to change the disclaimer text that will appear on all meeting minute exports for their project as well as control whether or not the disclaimer can be changed on individual exports.

b. Project Settings: In Project Settings > Meeting Minutes, you will now see a toggle and a text box. When the Company Settings toggle is set to yes these two fields become editable. The project manager will be able to edit the disclaimer text that will appear on all meeting minute exports for that project. The toggle in Project Settings will control whether a modal appears when a user goes to export a meeting minute. When this toggle is set to “Yes” a user that is exporting a meeting minute will be able to turn off the disclaimer and will be able to edit the text of the disclaimer.

c. Meeting Minute Level: When both the Company Settings and the Project Settings toggles are set to “Yes” a user who is exporting a meeting minute will see a modal that has a toggle and a text box. They will be able to show or not show the disclaimer using the toggle and will be able to edit the disclaimer text that will appear.

Meeting Minutes Export - Attached Files

Any files that are uploaded to a meeting minute will now be included in the PDF export appended to the end of the export. Just click on the “Files” tab and upload any relevant files, then click on “Export to PDF.” You will no longer need to send files separately to your meeting attendees via email!

Feature & Workflow Enhancements ( 🙌 Yay Efficiency!):


Project Management:

Project Phase and Status:

We have updated the project phase and project status capabilities in the project dashboard and allowed for project administrators to edit the status and the phase by clicking on either category and being brought directly to the Project Settings to make said changes. This will allow you to keep track of your project's status throughout the project workflow and update as you move forward!


Bug-Fixes (💥SQUASH!):

  • Several updates have been made to correct areas of bugs/issues in the platform. Some of these areas include the following: Proposals, Meeting Minutes, Invoicing, Change Orders, Big packages and Invitations.

Many of these changes were based on your direct feedback as our valued customer. So keep letting us know what you think!

IngeniousIO Customer Success Team

customersuccess@ingeniousbuild.com

Did this answer your question?