We’ve made managing their teams easier for users with project creation permissions. You can now add your team to a project directly when creating it from the dashboard. This eliminates the need to navigate to the Team module after project creation.

Previously, users had to go to the Team module and add their team members after creating a project. This extra step has been streamlined.

The "Add Team" interface is now integrated into the "Create New Project" modal. You can add your project team right at the time of project creation.

We’ve updated the Select component to improve its filtering by title. Now, when you filter by a specific title, such as 'Project Manager,' it will only display users with that title who are assigned to the selected project.

Enable this feature by checking the box: "Show only assigned users (available for projects)."

Previously, the filter would show all users with the title, regardless of the project, but with this update, the results can be project-specific.

We provided users with the option of reversing the archive function for equipment by providing an "Unarchive" option in the Actions dropdown of the Equipment module in both Company and Projects.

We have introduced a new feature for communication with your distribution list. Outside of Workflow users the responses (reply by email) to submittal email notifications that everyone receives from your distribution will be automatically logged against the relevant submittal in the SiteMax system.

This ensures your responses are visible within the submittal modal and history.

Manual replies to submittal email notifications are also now supported. Recipients can reply directly to the email, and their responses will be automatically logged into the submittal.

When you manually reply, notifications will be sent to all users involved in the submittal workflow, including those on the distribution list.

We’ve optimized the loading time for Time Reports, making them 50% faster. A report that previously took one minute to load will now take just 30 seconds!

Additionally, we've added a progress bar so you can easily track the remaining load time and see the progress as it happens.

We’ve added a new action to your Time Reports giving our users the ability to email time reports exports. These exports will always be delivered as a CSV or XLSX file. The contents of the report will depend on the filter and period applied before it has been emailed. Now, there is no need to wait for the report to be loaded on the screen before it can be exported.

Easily review the email history for each submittal, including the email delivery time and confirmation, and whether the recipient has seen the email.

The Submittal’s history log captures every email notification sent during the workflow, such as manager notifications when a submittal is Sent, action-required emails for submitters, reviewers, or approvers, read-only messages, and notifications for Approved or Rejected submittals. Additionally, the history logs emails that have been Resent or distributed to recipients.

To view the history of your Submittals, simply click on the history icon (shown below) when you're in the submittal.

Ensure that all Punch Items are completed correctly and with a resolution by making Resolution comments mandatory. You can configure your Punch List fields to require the Resolution field when completing a Punch Item.

To set the Resolution field as required:

Remember, Punch List field configurations are done on a per-phase basis. If you want the Resolution comments to be mandatory for all Punch Items, you’ll need to enable this setting for each phase individually.