| 2.1.1 |
March 19, 2026 |
Resolutions
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Header Components: Added support for marking a component as a Header, allowing it to appear in the final plan without requiring completion. Header components are excluded from progress calculations, and the manager view hides instructions/body fields while the details view removes the edit option for the component body.
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Table of Contents PDF Spacing: Improved PDF output by reducing excessive top/bottom margins on Table of Contents items, producing a cleaner layout and reducing the likelihood of the TOC spilling onto additional pages.
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Improved PDF Page Breaks: Resolved issues causing unexpected page breaks in printed/PDF plans by updating page-break CSS behavior—allowing proper breaks within content while preventing breaks immediately after component titles and within table structures.
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| 2.1 |
November 13, 2025 |
Enhancements
Resolutions
- Corrected misspelling: Updated all views to correctly display “Receiver” in templates and working plans.
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Consistent table of contents numbering: Fixed an issue on the template plan builder where table of contents numbering did not correctly display unless a drag-and-drop action was first taken.
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Improved component interaction on mobile: Fixed an issue where the Assigned Positions dropdown would remain expanded and block screen space. The dropdown now minimizes properly, streamlining form completion on smaller devices.
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| 2.0 |
September 18, 2025 |
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New table of contents: Provides a complete plan overview, now with clickable links for instant navigation.
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Subsection support: Organize large sections into clear, manageable parts for easier editing and review.
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Plan attachments: Add supporting documents or files directly within the plan.
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Enhanced approval workflow: More robust process with defined states for submission, review, updates, rejection, and publishing.
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Approval history: Detailed record of approvals with timestamps, status, and reviewer notes.
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Preview in-progress forms: Toggle to include draft components in the plan preview for better visibility before finalization.
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| 1.2 |
June 26, 2025 |
Board Enhancement
Dark mode capability has been added.
Dark mode must be enabled for your instance so that users can turn it on. See Enable Dark Mode for details.
Board Resolution
Resolved a text formatting issue when exporting a plan to PDF.
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| 1.1 |
May 29, 2025 |
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Added pagination to the Plan Builder PDF.
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Added an option to import and export plan components on the Input view, as in, while editing records.
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| 1.0 |
November 14, 2023 |
The Plan Builder Board is comprised of three tabs, Templates, Working, and Published, that help you create, update, and finalize well-structured and adaptable plans for almost any type of process.
Board features include:
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The Template tab allows you to generate reusable plan templates.
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The ability to personalize plans with specific requirements, as well as your agency details and logo.
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Custom Components allow you to add detailed instructions that enhance response collection and update the plan and task statuses when completed.
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Assignment of plan sections to different team members and positions, streamlining collaboration and accountability.
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The option to set due dates and require approval before publishing.
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Tracking and documentation of plan modifications and the percent completed.
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Interactive dashboards that present plan and task statuses, offering quick insights and filtering to help you monitor plan progress.
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Notifications can keep you informed as plans progress through different stages, ensuring you are always updated.
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Reports on plan distribution, with information such as the number of copies delivered, delivery methods, and the receiver organizations or members.
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Plans are easily exported and shared through email, Excel, or PDF.
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