2024 is shaping up to be an amazing year, with this latest release serving as a foundational step forward. It introduces a suite of tools geared towards enhancing efficiency. Among these advancements is the debut of "bulk edit," a feature facilitating streamlined modifications across multiple engagements with minimal effort. Its potential for further development is vast, promising even greater utility in the future. Additionally, this release brings forth a wave of new filters within Reports, offering users access to a diverse array of date attributes. These filters significantly bolster the platform's analytical capabilities, empowering users to finely dissect data or craft robust reports with ease.

In this release

A video walkthrough of these features is available below:

The Bulk Edit feature has now been introduced for Engagements, and is rolling out gradually in waves. This functionality empowers administrators to swiftly enact changes with just a few clicks, streamlining tasks that would otherwise be time-consuming. Initially, users can leverage bulk edit to update engagement statuses en masse, a particularly convenient tool for synchronizing with bulk import operations or managing the simultaneous launch or completion of multiple engagements. It's important to note that Bulk Edit capabilities are exclusive to Premium and Enterprise accounts.

Bulk Edit provides some new and intuitive controls on the engagements page. There is a new 'Select Action' menu, and at the bottom of the list is a new option for 'Bulk Edit'.

Clicking 'Bulk Edit' from the 'Select Action' menu will transform the Engagement table into bulk edit mode. You will see new checkboxes down the left side of the table, along a new menu item to 'Select Bulk Action'. Selecting 'Cancel' will exit out of bulk edit mode the and Engagements Page will return to its default state.

Under the 'Select Bulk Action' menu are some new options. Bulk Edit will initially offer the following actions for engagements:

Selecting any of the options above and clicking 'Next' will bring up an Information Dialog that allows the administrator to confirm the changes before submitting. Each bulk edit option has unique constraints that will be presented. The following table shows a preview of the Information Dialog and the business rules surround the bulk edit option.

Once submitted a results confirmation dialog will be presented showing that the bulk edit process has started. Below is an example of the results confirmation dialog for activating engagements

When the bulk edit operation is complete, the administrator will receive an in-app notification as well as an email notification. The email notification will have a .CSV file with the results.

The CSV File will contain a row for every engagement that was part of the bulk action, along with the results of the action. Two columns in the CSV denote the results and includes the:

There are more capabilities that are in development. Bulk edit is being expanded to be able to add program items to engagements en masse, or add viewers, editors, or even change owners. We will also have the ability to add billing approaches and more. Please stay tuned as new updates will be available soon.

The filter on the engagements page has drastically increased in capabilities. The updated filter has an expansion of coachee, and now there are many engagement attributes that can be used for filtering. Also, date traps are expanding to include created and started dates. In all, the engagement filtering is simply way more powerful now.

Updated Engagement Filter Dialog

Reports now benefit from enhanced date-based filtering, with specific filters tailored to individual reports rather than a generic 'Date' filter. Administrators can now specify precise search criteria, including when engagements, tasks, or employees were created or invited, and when tasks were assigned or completed. This nuanced approach provides administrators with greater clarity and control over their reporting processes.

The detail around the new filters are highlighted below for each report.