> For the complete documentation index, see [llms.txt](https://help.transform.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.transform.ai/resources/release-notes.md).

# Release Notes

{% updates format="full" %}
{% update date="2026-03-26" %}

## CX Newsletter

[View CX Newsletter](https://transform-ai-git.github.io/transform-newsletters/Transform_Newsletter_03262026.html)

### Highlights

* **Artifact Detail View**
  * Open a full detail page for each Artifact with live preview, a sticky header, resizable panels, and audit trail visibility.
  * Add comments directly on Artifacts and review every recorded change in one place.
* **Calendar Autosync and Auto-Join**
  * Connect a calendar once and sync meetings into Transform automatically.
  * Enable auto-join so the meeting bot joins two minutes before the scheduled start.
* **Health Report Entity**
  * Track Project health across schedule, budget, scope, resourcing, and client dimensions.
  * Roll color-coded ratings into pivot tables for cross-Project visibility.
* **Change Request Entity**
  * Create, assign, and track change requests with effort, priority, and Project impact fields.
  * Move requests through a full workflow from submission to approval.
* **Download Artifacts**
  * Export any Artifact as PDF or Word directly from the Artifact view.
  * Preserve tables, images, diagrams, and links in the exported file.
* **Duration Fields and Date Input**
  * Set a duration on any date entity and recalculate the end date automatically.
  * Enter dates with either the date picker or direct typed input.
* **Explorer: Query Engine**
  * Explore, join, filter, and visualize entity data across lists, charts, Gantt, and pivot tables.
  * Save any configuration to a dashboard in one click.
* **Support Cases**
  * Track customer and managed services requests from submission to resolution in a dedicated entity.
  * Link cases to Organization and Project records with configurable status and type values.
* **Parent Field Visibility**
  * Surface parent entity fields as columns in list views.
  * Filter and group by process, Segment, system, and other related fields.
* **Saved View Modified Indicator**
  * Show a small indicator when a Save View has unsaved changes.
  * Save the updated configuration or discard changes directly from the indicator.
* **Pivot Table Enhancements**
  * Add totals, subtotals, and multiple row dimensions across more entities, including Project Plan.
  * Sort columns directly within the pivot table.
* **Mermaid Diagrams in PDF Export**
  * Render Mermaid code blocks as visual diagrams in exported PDFs.
  * Remove raw syntax from exported output.
* **Dashboard Publishing**
  * Publish a dashboard at Account or Project scope and surface it across all applicable Organizations and Projects.
  * Build once and reuse it everywhere that scope applies.
* **Console User Awareness**
  * Identify which Teammate is interacting with Console.
  * Support personalized queries, such as "show my tasks," without extra configuration.
    {% endupdate %}

{% update date="2026-03-05" %}

## CX Newsletter

[View CX Newsletter](https://transform-ai-git.github.io/transform-newsletters/Transform_Newsletter_03052026.html)

### Highlights

* **MCP Server Connector**
  * Connect to any application with an MCP server at Account or Organization scope.
  * Run AI workflows across systems from inside Transform.
* **Artifact Templates**
  * Create reusable templates with rich text, tables, and diagrams.
  * Apply a template to an Artifact in one click.
* **Custom Roles and Permissions**
  * Use six default roles, cloneable and configurable.
  * Control read, create, edit, and delete access per entity.
* **Pivot Table Filtering**
  * Filter pivot tables using Save Views.
  * Use dynamic sprint filters that update with the underlying view.
* **Save View Scope and Display Control**
  * Publish Save Views at Account, Organization, or Project scope.
  * Publish once. Surface the right views at the right level.
* **Budget and Effort Tracking**
  * Add currency, fees, expenses, effort, and percent complete to tasks.
  * Roll up column totals automatically in the footer.
    {% endupdate %}

{% update date="2026-02-12" %}

## CX Newsletter

[View CX Newsletter](https://transform-ai-git.github.io/transform-newsletters/Transform_Newsletter_02122026.html)

### Highlights

* **Task dependencies and critical path**
  * Create dependencies using natural language phrases.
  * Transform cascades dates and highlights the critical path.
* **Gantt chart overhaul**
  * Advanced sorting, grouping, and filtering.
  * Built to handle thousands of tasks without slowing down.
* **Bulk update and delete**
  * Select multiple tasks and update status, assignee, or any field.
* **Pivot tables and dashboards**
  * Build custom analytics views and pin them to dashboards.
* **Custom type management**
  * Add custom types to organizations and RAID logs.
  * Create types inline from dropdowns.
* **Meeting artifacts and summaries**
  * Ingest meeting updates into Transform.
  * Store recordings and generate summaries automatically.
* **Transform MCP server**
  * Connect via MCP from supported AI clients.
    {% endupdate %}

{% update date="2026-01-22" %}

## CX Newsletter

[View CX Newsletter](https://transform-ai-git.github.io/transform-newsletters/Transform_Newsletter_01222026.html)

### Highlights

* **Meetings**
  * Calendar sync plus meeting bots for transcription and action items.
* **RACI matrix**
  * Track Responsible, Accountable, Consulted, and Informed per process.
* **Hierarchy**
  * Parent-child sections, plus Gantt collapse for cleaner timelines.
* **Cloning**
  * Duplicate records in one click.
* **Performance**
  * Faster edits with optimistic updates and improved dropdown sorting.
* **Coming next**
  * Dependencies, pagination, bulk editing, duration fields, and pivot tables.
    {% endupdate %}

{% update date="2026-01-08" %}

## CX Newsletter

[View CX Newsletter](https://transform-ai-git.github.io/transform-newsletters/Transform_Newsletter_01082026.html)

### Highlights

* **Collaboration**
  * Notifications for mentions, assignments, and comments.
* **Customer access**
  * Invite clients to specific organizations without exposing other customer data.
* **Coming next**
  * Project sections, organization templates, and Gantt dependencies.
    {% endupdate %}

{% update date="2025-12-24" %}

## CX Newsletter

[View CX Newsletter](https://transform-ai-git.github.io/transform-newsletters/CX_Newsletter_12242025.html)

### Highlights

* **Child entities and multi-level teammate management**
  * Create child entities from parents.
  * Manage teammates across account, org, and project levels.
* **Entity movement**
  * Move entities between projects.
* **Performance**
  * Optimistic updates reduce load spinners.
* **Quality of life**
  * Rich text editing from list views.
  * System field on requirements.
  * Assign child items during creation.
    {% endupdate %}

{% update date="2025-12-17" %}

## 📰 CX Newsletter

[View CX Newsletter](https://transform-ai-git.github.io/transform-newsletters/CX_Newsletter_12172025.html)

### Highlights

* **Notification framework and inbox**
  * Stay in the loop when work is assigned or a Teammate is mentioned.
* **Requirement filtering**
  * Filter requirements by process.
* **Parent-child records**
  * Create child records directly from parent items.
* **Teammate management**
  * Manage access across account, org, and project levels.
    {% endupdate %}

{% update date="2025-12-10" %}

## 📰 CX Newsletter

[View CX Newsletter](https://transform-ai-git.github.io/transform-newsletters/CX_Newsletter_12102025.html)

### Highlights

* **Advanced filtering**
  * Multiple conditions and drag-and-drop column management.
* **Redesign**
  * Detail page overhaul for better usability.
* **New objects**
  * RAID log objects for structured tracking.
* **Quality of life**
  * Persistent grid views.
  * Full-text tooltips.
  * Created/modified tracking.
    {% endupdate %}
    {% endupdates %}


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