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PlanPro version updates, spring 2025: new Dashboard, updated KanBan board; mass activity notifications; execution report filter; job groups

Below you will find a brief summary of the most important developments made during the spring of 2025, which increase ease of use and streamline work processes in various modules.

Activities and Activity Views

  • We have a completely new dashboard view. Here, the user can add a widget as a list or three different types of charts from the default options or based on saved filters and specify whether they want to see all or only the data related to them. Widgets can currently be added for my conversations, activities, stages, action plans, risks, strategy, metrics, planned and actual time data sets, and we are adding new options.

  • The kanban board view has been transferred to the new framework. Both the design and several new useful options have been added: columns can be clicked together and their locations changed, an image is displayed for the person responsible, the swimlane brings a new dimension to the board view to see activities based on another attribute.

  • Through the activity list, it is possible to send mass notifications to those responsible for activities, for example, to remind them of the need to submit a monthly or quarterly report, to request them to review the statuses of activities, etc.

  • When entering a report on an activity card, you can take one step back or one step forward (undo, redo) and restore the text that was lost when the type was changed.

  • Additional date fields can be used on the activity card: planned start and planned end.

  • The activity card displays the main activity and its subactivities as a clickable path (breadcrumbs).

  • In the activity list view, it is possible to filter activities by whether a report exists or not, specifying both a specific report type and a date range.

  • In the list view for mass actions, the user is given detailed messages about success/failure along with the reason why the mass action was not successful.

Strategy, Risk, and Action Plan Modules

  • Based on the strategy, action plan type and risk class, it is possible to configure which execution types are allowed to be entered on the corresponding form.
  • In the Strategy, Action Plans and Risks module, it is possible to add a relationship with a partner to the form.
  • For mass actions, the user is given detailed messages about success/failure along with the reason why the mass action was not successful.

Structure module

  • Added the ability to define top level of the structure and all new units are always created under it.
  • The full structure view now also includes the functionality of mass actions. Mass actions make it convenient to delete users, change user rights, and add and remove plan relationships at once.

Conversations Module

  • Added the ability to filter results based on job groups in the summary view. The job group can be retrieved from the employee data via the Active Directory (Entra ID) integration.
  • For anonymous surveys, you can now specify whether the manager has the right to see the results of his/her unit in the summary view and whether exporting a detailed report to Excel is allowed at all.
  • Notifications are now sent to users in the user’s preferred language, i.e. the language that the user has chosen as the user interface language.
  • Improved and corrected the display and filling out of the questionnaire form on mobile.
  • Added many different internal system notifications: when sending conversations, we warn if the selected sending time is later than the conversation deadline, a double notification when deleting a single questionnaire, we notify you when a link is deleted from the email notification text, etc.

Other Updates

  • There is a separate metrics (KPI) data block in the Reports module.
  • In the Reports module, we now display the URL of the saved report, which can be shared with others.
  • Added support for PHP 8.4. PHP 8.1 is no longer supported.
  • Other updates to underlying platforms and third-party software components.

If you are looking for software to take your organization’s strategy execution and internal process management or performance appraisals to the next level, be sure to request a PlanPro demo!

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