Have you ever been focused on preparing a new task or discussion and suddenly go to send it off to your teammates realizing that they aren’t added to the project — if you’ve had this experience, you know what I mean! There’s no simple solution…
You’ve got to go through a bunch of frustrating steps…
- Copy your task title and description so you don’t lose it by accident
- Close the New Task Window
- Navigate to the Project overview screen
- Click on Manage People in the Project
- Find the User and Add them
- Go back to start the New Task process over again, copy your title and description…
- Attach any files you had added
- Then Select that person you didn’t have available in the first place to assign!
If you feel this pain on a regular basis like I do and I know that I’m not the only – today is your lucky day, slipped quietly into ActiveCollab version 4.0.10’s release notes — Enhancement #7 is your answer to prayer.
I’ve put together a quick video to highlight this feature, for everyone else who starts using AC today for the first time — they will enjoy this without knowing the pain of back tracking — this one’s for all the longtime users following the updates. See the video for more.
Wait… Before Upgrading….
Just a note, follow our usual recommendations to upgrade in a Staging environment — you are allowed to make a copy of your current setup, that you can use to test on before upgrading your “Production” ActiveCollab environment — this will save you a lot of headaches. Version 4.x brings some important changes that affect your Roles & Permissions as well as Homescreens that you need to be sure fit your needs before upgrading. We are personally waiting to update many of our client’s AC installations until some adjustments and bugfixes are released.
And with 4.0.10 specifically, please note that these changes to the Assignees area as well as other issues may affect some 3rd party modules — be sure to check with developers before upgrading. We’ll be running tests on all our AC4 compatible modules to be sure these are not affected and will post an update as well.
Thanks for following! Share your favorite AC4 features in the comments…