Release 2.0.1 - 2022-10-31

Release 2.0.1 included major changes to the project creation experience. A logic-driven "wizard" or "quiz" experience was added to allow FOLIO tenants to onboard new projects in a dynamic way.

Added

  • Added project creation loading screen - Jenna S. & Diego P.
  • Added client creation loading screen - Jenna S. & Diego P.
  • Added "Details" tab inside a project - Jason S. & Diego P.
  • Added the ability for application level Admins and Members to create a new client directly from the project creation drawer or wizard - Diego P.
  • Added the ability for each tenant to generate new leads through FOLIO Participant account and project creation via a marketing website, social media, or email blasts by creating a link specific to each tenant to allow this functionality - Isaias T. & Diego P.
  • Added the ability for a Participant to register for a FOLIO account without having been invited to a project - Isaias T. & Diego P. 

Changed

  • Changed the project creation experience to by a visually-guided and logic-driven "wizard" that drives different options based on industry selected - Diego P. & Isaias T. & Jason S.
  • Updated the project "Manage Settings" option available on a card on the Projects landing page to direct to the newly created Project Details tab in lieu of the Project Drawer -  Jason S.

Fixed 

  • Fixed verbiage in the "new project drawer" for the Participant/Collaborator to be "Company Name" - Isaias T.
  • Fixed industry details defaulting to "corporate" industry selections upon new project creation experience to be in an empty state until industry is chosen - Jason S.
  • Fixed misspelled business driver option in dropdown - Diego P.
  • Fixed the ability to associate a newly-created client to a project if client was created from project drawer or wizard - Diego P.
  • Fixed text wrapping of business drivers on carriage return in Project Details tab - Jason S.
  • Fixed alphabetizing of Client names in Client dropdown upon project creation for Admins and Leads - Isaias T. 
  • Fixed inability to delete spaces inside a Project as Lead or Editor - Isaias T.
  • Fixed project drawer industry details misalignment - Diego P.

Removed

  • Removed the ability for Collaborators to edit project details (except visual preferences and cover images) - Isaias T. 
  • Removed the ability for project Editors and Collaborators to delete projects - Diego P.
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