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Planio Issue usage improvements

Improved features and updates
Added by Ema Raven over 2 years ago

We are proud to bring a new Planio update to our customers with usability, configuration and speed improvements in many key Planio functions.

Issue improvements

Issues are one of our central features and have received a lot of updates. The most visible change is the issue history, which can now be viewed either as a unified history or as only Notes, Property Changes, and where applicable only Time Entries, Associated Revisions or Chat Logs. Using those new tabs you can now focus on only the parts of the Issue History that are important to you.

New Issue history

The editor for formatted texts also has been improved in several ways. A new toolbar button allows for quick and easy creation of tables and formatted texts can now be previewed in place. Quick and easy also best describes the new autocomplete helpers for issue numbers (just type # followed by an issue ID or some part of the title text) and for web pages (just type [[ and some part of the wiki page name or title).

Improved formatted text editor with an issue autocomplete menu

All those improvements to the formatted text editor are also available for all formatted text editors in Planio, not just for those in issues!

Default Queries

Keeping in line with improvements to the usability of Issues are Default Queries. Administrators can now set a global Issue Query as a global Default Query, and project managers can choose a Default Query at a project level that can override the global Default Query. You can now configure which columns, filters, sort order and groupings are used by default in the Issues Tab for each project and globally!

Many more small improvements

While those are our favourite new features there are many more across the board. The project list for example can now be filtered. You can create new users by importing users from a CSV file. Groups can now be added as Watchers to Issues. You can now download all attachments from an Issue at once instead of downloading each Issue attachment individually.

One security improvement we would like to make Administrators of Planio accounts that use LDAP authentication aware of is certificate checking. Up until now connections to an upstream server using the LDAPS option would benefit from strong encryption for connections made to the LDAP server, however the validity of the LDAP server's certificate would not be checked. The new default for LDAP servers is to check the validity of the LDAP server's certificate, and we would encourage existing Administrators of Planios with LDAP authentication to switch to LDAPS with certificate validation available in the LDAP connection's configuration.

Upgrade to Redmine 4.2

Everyone who’s keeping an eye on Redmine development as well, will have noticed that many of the improvements in Redmine have either appeared on Planio first or have been integrated in Planio throughout the last couple of months already. Today’s update marks the “official” upgrade of the Planio code base to Redmine 4.2 though, meaning that Planio is now up to date with all the small and minor code changes and quirks of the latest Redmine release.

We hope these improvements will make using Planio more productive for everyone and would love to hear your feedback. If you have any questions regarding those new features or anything Planio related please get in touch.

issue-autocomplete@2x.png (92.3 KB) issue-autocomplete@2x.png Ema Raven, 03/21/2022 01:57 PM
issue-history@2x.png (477 KB) issue-history@2x.png Ema Raven, 03/21/2022 01:57 PM

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