Changelog

Follow up on the latest improvements and updates.

RSS

Model Isolation & Visualization:
isolating red/yellow/green model feedback when clicking into tasks is now up to 30x faster, improving usability and efficiency (now, almost no matter how many linked elements you are checking!).
Improved Linked Element Loading:
linked elements now load faster in the lists (previously loading 1,000's of these elements would cause stability challenges), - this improvement enhances your task navigation and the overall performance of the verify module!
Faster Model Checking
Better Task-to-Rule Connections:
Improved Task Rule connections ensure more reliable workflows.
Bug Fixes:
Fixed an issue where deleting model rules could unintentionally affect task rules unless a new model rule was added.
Enjoy a smoother and faster experience with these updates!

new

improved

fixed

General

Scope

Kanban

Verify

⚡️ Major Verify Module Upgrades

The headlines:
  • Targeted Task Checks
    : We’ve overhauled the checking process completely!
  • Rechecking Indicator
    : A refresh icon now appears on tasks as they are being checked, ensuring clarity on what is being checked.
  • Performance Boost
    : Updates are now up to
    100x faster
    😱 in some cases (for massive models), making workflows significantly more efficient.
More details:
Firstly, we’ve completely updated the model checking engine. Instead of rechecking the entire model after every change, we now focus on the specific tasks affected, flagging and re-verifying them directly.
You’ll notice an orange refresh icon spinning on individual tasks whenever updates are made to that task, streamlining the workflow significantly:
Updates per task
The result? A big boost in speed. In some cases, checks are now many times faster - sometimes up to 100x faster - yes, really!
In models requiring over 8 million checks, as we’ve seen with some customers, this optimization is hundreds of times more efficient overall.
Two things to note...
Indexing Note:
(Still Required) when uploading a new model, there’s still an initial indexing step. This prepares the model for web viewing and powers the checking engine. It may take some time for very large models - but it’s a one-time process and you will get an email when the process is complete.
Model Rule Updates:
If you update model rules - this will obviously mean that all tasks will need to be rechecked:
Updates per task_model rule
So to summarize, we’ve completely revamped the model checking process to make it faster and more efficient, added a new rechecking indicator but note that two key things remain unchanged: 1) when uploading a new model, an initial indexing step is still required to prepare it for web viewing and enable the checking engine and 2) updating model rules will still trigger a full recheck of all tasks to ensure accuracy and compliance, as expected.
Enjoy these improvements, and keep the feedback coming!
By request from Trevor Woods, we’ve enhanced the
Info Export
to include Information Requirement Tags (highlighted below):
image
We understand the importance of organization and attention to detail when it comes to managing information requirements.
This means when you export your data, the information requirements grid now also carries these tags for a more complete understanding - making it easier for you to categorize and analyze your data.
With this new enhancement, we hope to improve the user experience and make the process more efficient.
To use this feature, simply add tags to your information requirements when creating them (tags allow for easy filtering and sorting of your information requirements). Then, when exporting your data, the tags will automatically be included in the Info export.
image
At Plannerly, we're constantly working towards providing our users with a comprehensive platform.
Thanks, Trevor, for helping us make Plannerly even more useful!

new

improved

General

Docs

Scope

Export

New SmartFields Data Types

Good news! You can now find several new data types in SmartFields.
Some of these additions are:
  • Hyperlink Field
    : Add URLs with custom text to manage appendices more effectively
image
  • Current Export Date
    : Automatically include the date of your export for easy reference.
  • Export Version
    : Track exports with version details for better organization.
image
image
and also a new:
  • Export Description Field
    : Capture the description added during export creation for improved context.
image
These updates are designed to simplify and streamline your SmartFields management. Try them out today!

new

improved

General

Docs

Scope

Export

SmartField Linking for Milestone Descriptions

With SmartFields, you can now auto-link Milestone Descriptions from your Scope directly into your Project Document Sections - even your Title pages! This feature makes it super simple to keep your project docs organized and synced with milestone data.
When setting up a new Doc Section, just drop in a SmartField for Milestone Descriptions (see image). It’ll automatically pull the descriptions from your project’s Scope, so there’s no need to waste time copying and pasting. Plus, you can tweak the format of how the descriptions show up to fit your document’s layout.
Using SmartFields means your project documents stay up-to-date with the latest info from the Scope. If you make changes to milestone descriptions, those updates will show up in all linked documents automatically. Easy and efficient!
image
We’ve made some powerful improvements to how you format tables in the editor – all to help you work faster and more easily!
🔲 Format Multiple Table Cells at Once
Save time! You can now select several cells (using your mouse or Shift + Arrow keys) and apply styles in one go — like font size, bold, italics, alignment, or background colour.
image
📐 Better Alignment Control
Aligning text in your table just got way easier! Now, whether you use the popup menu or the toolbar, your alignment will work consistently - no more weird formatting conflicts
🛠️ Other Fixes and Improvements
• We removed an unnecessary overlay that used to show up while hovering - even when no table was present.
• We fixed an issue where table resizing didn’t work properly in certain dialogs.
These updates make working with tables much more intuitive and less frustrating - so you can spend more time creating and less time fixing formatting!

improved

fixed

new

General

Docs

Scope

Export

Timeline

Kanban

Verify

🐛 Bug Fixes for a Smoother Experience

We’ve rolled out several updates to enhance your experience.
Here’s what’s new:
Improved Table Functionality:
  • Resolved table issues when using editor within any dialog component
  • Added the ability to select multiple table cells and apply formats directly from the main toolbar.
  • Fixed table alignment conflicts with the main toolbar alignment options.
Enhanced Editing Features:
  • Fixed font size reverting to default after pressing Enter twice and then Backspace.
  • Resolved issues with "clear formatting" not working for content pasted from MS Word.
  • Introduced new editing capability to style SmartFields after they have been inserted
Bug Fixes:
  • Resolved the table-selector showing incorrectly when hovering over the editor.
  • Resolved freezing issues in code view caused by certain image content.
These improvements are designed to make your editing experience smoother and more reliable. Thank you for your continued feedback - keep it coming! 🚀

new

improved

fixed

General

Docs

Scope

Export

Timeline

Kanban

Verify

Enhanced Reliability, New Features, and Fixes!

We’ve made a number of important improvements to make Docs more reliable, especially when pasting content from Word, formatting text, and using toolbars. Here’s what’s new and what’s been fixed:
🧾 Copy and Paste Fixes
• Tables and rows copied from Excel now keep their format when pasted into the editor.
• Copying and pasting numbered or bulleted lists from Word now keeps the correct structure and order, including sub-lists and Roman numerals.
• Pasting content like a Table of Contents or complex numbering from Word now works as expected.
• Pasting tables with headers and merged cells now displays correctly.
• Pasting lists from OneNote and deleting them afterward now works properly.
• Pasting URLs from Notepad now shows the correct link format.
• Added support for pasting .hex files.
• Pasting a video link no longer removes the formatting around it.
• Pasting a table now allows you to add a footer, even if the table came from Word.
• Pasted links with special characters no longer remove text formatting.
🔧 General Fixes and Improvements
• The toolbar now stays in place (sticky) as expected while scrolling.
• Fixed an issue where formatting was not applied if the content started with a non-editable block.
• Font size changes inside a table no longer create extra rows.
• The font size setting now works as expected.
• Bold formatting no longer makes an entire list item bold when applied to a link.
• The underline of text can now be changed together without issues.
• Increasing font size also properly increases subscript text.
• Lists no longer jump into table cells when pressing backspace.
• Using “clear formatting” no longer deletes your videos.
• Changing an image caption no longer adds unnecessary code in the background.
• The link editing popup now appears as expected even when full-page editing is on.
• You can now insert links with special characters without losing other formatting.
• Fixed alignment problems in the line-height dropdown.
• Fixed an issue where the font family and size were lost in some editing setups.
• Cursor now stays in the correct place inside tables and wrapped content.
• Default styles now apply correctly to all content in line break mode.
• Fixed a problem where the image toolbar would move when scrolling the page.
Thanks for the feedback, please let us know what you think 😍

new

improved

General

Docs

Scope

Export

Timeline

Kanban

Verify

SmartFields on Cover Pages

SmartFields Now Available on Custom Cover Pages:
image
You can now add SmartFields to your custom cover pages!
This enhancement allows you to dynamically include fields like "Document Title", "Version" and more, making your exports more personalized and efficient.
No more manual updates - SmartFields ensure your cover pages stay consistent and up-to-date automatically.
image
Whether you're exporting multiple documents or managing versioning, this feature simplifies the process.
Thank you for your feedback, and we’re thrilled to bring this improvement to your workflow!
  • The Docs editor no longer skips tab spaces when you first open it.
  • Removing a background colour now clears it as expected.
  • Font formatting no longer resets when you move between table rows.
  • The editor won’t jump around when you’re working with large content.
  • Deleting text while using track changes now works as it should.
  • Your default font and size will stay in place, even if you delete all the content.
  • Word count now works correctly with a set limit.
  • Lists with numbers will now continue as expected without breaking.
  • We also fixed some behind-the-scenes issues to make everything run more smoothly.
These fixes help make document editing more stable and reliable, so you can work without distractions or surprises.
We’re committed to delivering a seamless experience, and we appreciate your feedback to help us improve!
Load More