Release Notes
Product update highlights, with links to the full newsletter.
CX Newsletter
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.
CX Newsletter
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.
CX Newsletter
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.
CX Newsletter
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.
CX Newsletter
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.
📰 CX Newsletter
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.
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