🚀August 03, 2025

🚀 New Features

1. Move & Copy Actionable Items Across Entities You can now move or copy actionable items across different organizational entities, including across different strategic plan elements (Goals, Strategies, etc.).

2. Set Default Strategic Plan for Organization Admins can now set a default strategic plan for their organization. Upon login, all users will see this plan preselected across applicable screens.

3. Dashboard Roll-Up View with Export The dashboard and initiative progress views now include a toggle to roll up data from all child entities into the selected parent node. Export options are also available.

✨ Enhancements

1. Show Total Associated Actionable Items Each metric and category now displays the total count of associated actionable items for better visibility.

2. Improved Side Drawer Header The actionable item title now appears in the side drawer header, allowing users to see it while navigating between tabs (Progress, Metrics, Tasks, Comments, Files).

3. Plan Version Hierarchy on Create Screen The “Create Actionable Item” screen now supports plan version hierarchy, streamlining alignment with plan structure.

🛠 Fixes

• Various bug fixes, UI, and overall performance improvements have been implemented for a smoother user experience.