Product Enhancements – Release Notes January 2026

January 21 Release Notes – PlanPlus Online – Version 5.71

Product Enhancements

• • Added history logging when tasks are dragged from the Today list to Roles, Goals, Projects, or the Mini Calendar.

  • Task history now correctly records project changes made from the Task Detail area.

  • Improved role visibility by adding background colors on the Vision Board.

  • Improved performance on the Daily Planning page.

Bug Fixes

• • Fixed an issue where task titles shifted to a new line when creating recurring tasks with roles/goals and notes or attachments.

  • Resolved an issue where the Weekly Planning compass percentage was not displaying correctly.

  • Fixed subtask drag-and-drop not working in Month view.

  • Corrected three-dot menu overlap on long titles in Homepage Role and Goal lists.

  • Fixed tasks created for future dates incorrectly appearing on today’s date.

  • Resolved an issue where updating a recurring appointment status updated the entire series instead of a single instance.

  • Fixed issues preventing users from creating Roles or Goals from the Task Detail area on Weekly Planning and Vision Board pages.

  • Corrected Vision Board behavior where deleted habits remained visible until refresh, and improved delete icon hover behavior.

  • Fixed alignment issues for goal icons, labels, and text on the Weekly Planning page under Role Manager → Personal Balance.

  • Resolved an issue where read-only users could modify project task status from the Summary view.

  • Fixed a UI issue where the Save button appeared during multi-task selection on the Homepage.

  • Corrected alignment of recurring task icons and titles on the Homepage.

  • Prevented creation of blank tasks when pressing the spacebar under Contacts, Organizations, and Opportunities.

  • Added missing validation when creating reports without a title across all modules.

January 06 Release Notes – PlanPlus Online – Version 5.70

Product Enhancements

• • Updated setup profile configuration to display the account name in outgoing emails.

• • Added history logs for project tasks, ensuring proper activity tracking.

Bug Fixes

• •  Fixed the “Edit Details” button behavior in Calendar Month View so it now opens the appointment detail area instead of directly creating an appointment.

  • Resolved an issue where the note icon was not visible in the task summary view for project tasks.

  • Added validation to prevent creating empty items using the spacebar on the Weekly Planning page.

  • Prevented creation of empty tasks via the spacebar on the Daily Planning page.

  • Fixed an issue allowing blank items to be created using the spacebar on the Vision Board page (Tagline, Value, Role, Goal, Milestone, and Task).

  • Resolved an issue where the Recurring filter did not update immediately after changing the recurrence pattern.

  • Fixed a bug where drag and drop did not work for subtasks after expanding a task using the arrow icon.

  • Resolved an issue where the Hide option failed to collapse Role tasks on the Weekly Planning page.

  • Fixed a UI issue where the project name was not displaying correctly in the Task Detail popup.

  • Resolved an issue where the task title shifted to the next line on the Homepage when more than two icons were displayed in the task summary.