Product Enhancements – Release Notes December 2025

December 16 Release Notes – PlanPlus Online – Version 5.68

Product Enhancements

• Task & Appointment History Log Improvements:
  Added a scrollbar to the Task and Appointment History Log section, making it easier to review longer activity histories without clutter.

• Task Category Change Tracking:
  Category changes made within the Task Detail area are now recorded in the history log, improving visibility and traceability.

• Repeating Task Handling in Projects:
  Improved handling of daily repeating tasks when dragged into a project, with proper confirmation to prevent accidental removal of the repeating pattern.

Bug Fixes

• Task-to-Appointment History Tracking:
  A history log entry is now created when a task is converted into an appointment, ensuring this action is properly recorded.

• Printed Task List Display:
  Fixed an issue where the task detail area appeared empty when printing the task list from the homepage.

• Delegation & Repeating Icons Visibility:
  Resolved issues where delegation and repeating icons were missing for delegated repeating tasks in both Daily and Weekly Planning summary views.

• Subtask Duplication Issue:
  Fixed a bug where creating a subtask also created a duplicate unscheduled task on the Weekly Planning page.

• Priority Sync in Summary View:
  Task priority now updates correctly in the Summary view for repeating and delegated tasks in Weekly Planning.

• Unscheduled Task Status Access:
  Restored the status dropdown for unscheduled tasks in the Weekly Planning Summary view.

• Weekly Planning Layout Refinement:
  Improved spacing between the completion circle icon and milestone title on the Weekly Planning page for better readability.

December 04 Release Notes – PlanPlus Online – Version 5.67

Product Enhancements

• Daily Notes Filter by Tag: Added a new dropdown filter in the Daily Notes section so you can quickly view notes by tag.

• Reporting History: All reports now include new columns for Created By, Creation Date & Time, Last Updated By, and Last Updated Time.

• Opportunity Management:

  • Added a custom clone option for Opportunities.

  • The popup window for Opportunity Advanced Search has been enlarged for better viewing.

Bug Fixes

• Task-to-Appointment Conversion:  Note data is no longer lost when converting a Task to an Appointment.
• Project Task Category Stability: Fixed an issue where project task categories would disappear automatically after being added.

• Task Management & Planning:

  • Delegation Icons: Delegation icons now correctly show for repeating delegated tasks on both the Homepage and Weekly Planning summary views.

  • Delegation Window: Delegating a task from the Daily Planning summary view now opens the correct supported window.

  • Task Priority: Fixed bugs preventing new repeating tasks from being incorrectly assigned Priority A1 and ensuring “No Priority” tasks stay unassigned.

  • Task Visibility: Completed tasks are now correctly hidden from the Weekly Planning page.

  • Daily Repeating Tasks: Daily repeating tasks no longer disappear after completion on the daily planning page.

  • Project Tasks: The Estimate Time field no longer disappears automatically after being added.

  • Drag & Drop: Role-Based Tasks can now be correctly Dragged and Dropped into the Calendar on the Weekly Planning Page.

  • Stability & Performance:

    • Fixed an issue on the Daily Planning page where resizing the screen triggered an infinite loop of calls.

    • Resolved login issues causing instant login delays and unexpected clearing of the password field.