🚀 What’s New?

Task Management System ✅

Today we are excited to unveil a brand new Task Management System that fixes some of the issues you encountered with Action Items and adds a Kanban style task manager with full design flexibility to suit your needs.

🔑 Key features:

🙂 Schedule and assign tasks for both your team and your client’s team

🤩 Customizable Kanban board with unlimited sections which you can assign to your needs

🤗 Display in Project Dashboard (Client Portal) one or more sections from your Kanban board by simply selecting the desired columns

😝 Action Items can still be added inside documents, but are no longer attached to specific modules

🤭 View you Global Tasks, meaning all tasks assigned to you from all projects in one single board (left menu) 

🤓 Use Tasks Filters and the Search function to find granular specific tasks

🚩 To see the new Task Management System, go to a project and click the new “Tasks” section on the left side menu. View all tasks assigned to you from all projects by clicking “Tasks” on the global menu (see image).

🚀 What’s New?

Say hello to Pages 📄

Pages is a new feature that allows users to add custom web pages that clients can access from their Portal. Pages are just as easy to create as SuperOkay documents and they are as powerful as web pages. They allow you to share key information like About Us, Portfolios, FAQs, or anything that you would like to bring in front of your clients. 

Pages will appear in the client portal dashboard in the sidebar menu just below Pinned Folders.

So how do we do this? 🧐

➡️ You create Pages in your organization Library >> Pages. You can do this from scratch or use a template

➡️ Then you can display any Pages from your Library inside any project by activating the Page from Project Settings >> Pages. These will show up in the project sidebar for both you and your clients

➡️ You can select any page to be displayed in one or more projects, as you prefer, so it’s a great way to show general information to clients

➡️ Finally, if you wish to modify a Page, you can only do so globally from the Organization Library and the update will affect all the projects that display that Page

To see them in action, go to Library >> Pages, create a few test Pages then go to a project and attach them from your Library. If you preview the portal as a client, the Pages should appear on the portal sidebar menu under Pages category.

🚀 What’s New?

Granular controls for Email Notifications

We’re excited to announce that the Account Settings section has been revamped to include a comprehensive and fully fledged notifications section.

You, your team members and your clients can manage your notifications individually. Notification settings are tied to the user’s access within each organization. As a user with memberships across different organizations, you must configure your notification preferences for each organization where you have access.

Where do I find these options? 🧭

Access this panel by clicking your photo on the top right corner and choosing “Account Settings”. From there, choose the notifications tab.

It couldn’t be any simpler: want a certain notification to be on? Turn it on. Want it off? Turn it off.

What does each notification do? 🔔

🚨 Note: Notification toggles only turn off email notifications. Inbox and Project Timeline notifications are always on.

1️⃣ Organizations

• Documents added to the library: notifies you and your team when one of you adds a new document to your content library. Is pushed to Inbox and Email.

2️⃣ Projects

• New files shared: notifies you, your team and your client contacts whenever new folders, docs, or files are uploaded or moved to a project’s shared folder, either by a team member, or by a client contact. No notifications are generated by docs created outside the Shared folder. Is pushed to Inbox, Project Timeline and Email.

3️⃣ Documents

• Document approved: notifies you, your team and your client contacts when a document’s status is changed. Includes “Approved” events, and “Drafted” events where the doc changes back to “No Status”. Is pushed to Inbox, Project Timeline and Email.

• Document viewed by a guest for the first time: will notify you and your team when a public link you sent is opened for the first time. Is pushed to Inbox and Email.

• New QA answers posted on a document: notifies you and your team when someone answers a Q&A block on a public link. Is pushed to Inbox and Email.

4️⃣ Action Items

• New action item created: notifies you, your team and your clients when a new action item is created anywhere on the project. Is pushed to Inbox, Project Timeline and Email.

• Action item assigned to me: notifies only the person whom the action item was assigned to. Is pushed to Inbox and Email.

• Action item resolved: notifies you, your team and your clients when an action item is completed. Is pushed to Inbox, Project Timeline and Email.

• Action item reopened: notifies you and your team when an action item is reopened after it had been completed. Is pushed to Inbox and Email.

5️⃣ Comments

• New comment posted: notifies you, your team and your clients when a comment is added to a Folder, Doc, or File. Is pushed to Inbox, Project Timeline and Email.

• Comment resolved: notifies you, your team and your clients when a comment is resolved. Is pushed to Inbox, Project Timeline and Email.

• Comment reopened: notifies you, your team and your clients when a comment is reopened. Is pushed to Inbox and Email.

Why am I not seeing some notifications in the Inbox tab? 📥

Notifications on actions you performed are not displayed in the Inbox tab. Otherwise, it would become quite noisy with notifications about stuff your just did

🚀 What’s New?

File System Client Permissions are here!

Hi all, in this new update we have some long requested changes. One of the most used features on SuperOkay is the file exchange system. However many of you use it in different ways so we created more granular permissions to fit your use case. Now you can allow you clients to have full ability to create, remove and edit files.

To do this, you can access project settings and navigate to the Manage Access tab as seen below.

🚀 Shipped:

Here are the new file permissions for Clients:

• ✅ When you have: Create ON & Remove ON => Move turns ON automatically
• ❎ When you have: Create OFF or Remove OFF or both OFF => Move turns OFF automatically
• ✳️ The Update function operates independently to rename and reorder documents
• ❇️ Also, if all permissions are turned OFF, clients can still answer QA’s and approve documents.

Also: There’s an easier way to move blocks up & down within a SuperOkay document with arrows in addition to drag & drop. This is helpful for larger size text blocks.

⬇️⬆️ Keyboard Shortcuts to move blocks while selected:

• • CMD/CTRL + UP -> move block up
• • CMD/CTRL + DOWN -> move block down
• • CMD/CTRL + BACKSPACE -> delete block

🚀 What’s New?

Exciting news! We’ve revamped our navigation for a better user experience!

We’re thrilled to share some exciting news with you – we’ve given our SuperOkay application a makeover! After careful consideration and valuable user feedback, we’ve redesigned the entire website navigation for both the editor and client portal to provide you with a more friendly and accessible experience.

• Improved Accessibility:
  Accessibility is crucial, and our redesign includes enhancements to ensure a seamless experience for all users, regardless of their devices or assistive technologies.
• Enhanced Efficiency:
  Say goodbye to unnecessary clicks! Our updates aim to boost efficiency, making your tasks quicker and more straightforward in both the editor and client portal.
• Visual Enhancements:
  Not only have we focused on functionality, but we’ve also given our platform a visual facelift. Enjoy a modern and aesthetically pleasing interface during your every interaction.
• Informed by Your Feedback:
  Your opinions matter! The changes you see are a direct result of your valuable feedback and extensive usability testing. We’re committed to continuously refining our platform based on your needs.

🚀 Shipped:

• 😲 Packaged Services: Easily view, add, and list services with our intuitive Packaged Services feature. Simplify your experience and customize your selections hassle-free.
• 😋 Introducing Permanent Magic Links: Your Access, Your Way. No more expiration dates, just seamless and enduring Agency-level Access for Effortless Collaboration.
• 😉 Improved & Redesign Overall navigation: Making customization and configuration a smooth and user-friendly process
• 😏 ‘Send Your Feedback‘: Introducing our new ‘Send Your Feedback’ sidebar link for a direct and easy channel to share your thoughts, suggestions, and ideas with us.

🚀 What’s New?

Our “Action Item” page feature is designed to streamline your workflow and enhance your user experience. Now, you can access all action items across your organization in one convenient place. No more need to navigate through each project to find your desired action items – they’re all just a click away.

🔑 Key Features:

• 😋 Centralized Access: Easily access all your action items from a single location on the Sidebar Menu. Say goodbye to the hassle of jumping between projects to find what you need
• 😌 Sorting Options: You now have the flexibility to sort your action items by Name, Project, Client, and Assignee. This means you can quickly locate and prioritize tasks according to your specific requirements.
• 😊 Enhanced Efficiency: With all your action items in one place and the ability to sort and filter them, you’ll save time and effort in managing your tasks and projects.

🚀 Shipped:

🔎 Project Sidebar Search & Filter

• 🔎 Project Title Keyword Search: Easily locate your projects by initiating a quick and precise keyword search based on project titles. This feature streamlines your workflow, saving you valuable time in project retrieval.
• 🏷️ Tag-Based Search with Client Keyword Integration: Navigate through your projects effortlessly by leveraging our Tags Search Filter. Whether you’re searching by project title, tags, or now, client keywords, the process is intuitive and comprehensive. This upgrade ensures that your search results are not only tagged for easy categorization, but also refined based on specific client associations.

🚀 Shipped:

🗃️ Folder Download

• 🗂 Transfer all your documents, files and assets in one convenient package. You and your clients can now download entire folders neatly bundled as a zip file with a single click.
• 🏷️ With this powerful tool, you can effortlessly download entire folders, inclusive of uploaded files, sub-folders, and even links to ZIP files.
• 💳 SuperOkay documents are not currently supported for download, our premium users enjoy the exclusive benefit of acquiring documents in convenient PDF format.
• 📁 Improved PDF downloads that are now smoother and faster

🔒 Free Account Limitations

• 💡Access limited to 1 project portal
• 💡Ability to create up to 10 documents
• 💡Limited to 3 client contacts
• 💡No provision for public links
• 💡PDF and folder download functionality not available
• 💡Limited to 1 client
• 💡Restricted to 1 team member
• 💡Storage capacity capped at 500GB

🚧 Working on right now, to be shipped soon:

🔎 Folders Sidebar Search & Filter

• 🔎 Folders Sidebar Search & Filter
• 🔎 Keyword Search: Easily find specific projects using the new keyword title search functionality.
• 🔖 Tags: Organize and categorize your projects efficiently with the addition of project tags.

🚀 Shipped:

🏘️ Client Portal Updates

• ✒️We enabled client sign in with “real” Magic Link and also added the option for signing in with Email + Password
• ⚙️ In the updated “Organization Settings” section within the Client Portal, you now have the option to enable client login with both Magic Link or Email + Password. If you enable both options it will be up to your client to choose the one they prefer.
• 1️⃣ Magic link now expires in 1 hour from the client request.
• 📨 Email + Password Login will keep the session live for up to 2 weeks if your client doesn’t log out.
• 💡For everyone with an active account and Client Contacts who use SuperOkay, if you switch over to Email + Password, here’s how it works:
  • Once you make the switch from Organization Settings, your clients can log in one last time with a Magic Link.
  • After logging in, they will be prompted to set a password (this step cannot be skipped).
• 📝 Translation is available for Login Page.
• 🔔 You now also have the option to toggle email notifications on/ off.

🚧 Working on right now, to be shipped soon:

🔎 Folders Sidebar Search & Filter

• 🔎 Keyword Search: Easily find specific projects using the new keyword title search functionality.
• 🔖 Tags: Organize and categorize your projects efficiently with the addition of project tags.

🗃️ Folder Download

• 🗂 Transfer all your documents, files and assets in one convenient package. You and your clients can now download entire folders neatly bundled as a zip file with a single click.

🔮 Working on right now, to be released in the near future:

• 💬 Messages Hub – Communicate with your clients via SuperOkay. Send messages, reply to requests, move away from email and chat apps.
• 🌐 Global Documents – Documents you create once and then can include in multiple projects. Changes you make to the source document will be reflected across all Projects. This will be great for Knowledge Bases you want to share across projects and clients.

🚀 Shipped:

🔐 Organization Roles Update

• 👨‍💼 We’ve introduced a new team role called Project Manager. A Project Manager has access to all things related to projects, on all projects, but not to managing your team, billing, or organization settings.
• 💪 The Owner role has been renamed to Admin.
• Admins can now set roles for other members of their organization from Admin → Team Members.

👥 Project Access Management for Your Team

• 🚨 Basic Members are no longer able to create new projects or make changes to Project Settings.
• 🔐 In order for a Basic Member to gain access to a project, they must be invited to the project by an Admin or Project Manager.
• 💡For existing projects, all individuals who had access to the project previously have been moved to the new system. You now have the ability to adjust access on a case-by-case basis as needed.

👩‍💼 Project Access Management for Client Contacts

• 🚨 Client Contacts must be manually added to a Project to gain access to it.
• 🎁 You can choose which Client Contacts from a client organization have access to each project. Now you can control which projects any Client Contact can see.
• Assigning a Client Organization to a Project has moved to Project Settings -> Access Management.
• 💡Note that for existing projects, all Client Contacts who previously had access to the project have been migrated to the new system.

🚧 Working on right now, to be shipped soon:

🔑 Client Email and Password Login

We have some updates regarding how this will work:

• You will have the option to switch between Magic Link (which is also getting a significant update) and Email + Password.
• This choice applies to all client portals you have. You can either use Magic Link for all clients, or Email and Password.
• You will be able to activate Google Login so Client Contacts can connect with their Google account directly from your Client Portal login page.

💡 For everyone with an active account and Client Contacts who use SuperOkay, if you switch over to Email and Password, here’s how it works:

• Once you make the switch from Organization Settings, your clients can log in one last time with a Magic Link.
• After logging in, they will be prompted to set a password (this step cannot be skipped).
• After setting a password, they will need to enter their email and password or use Google Login for every future login.

🔮 Working on right now, to be released in the near future:

• 💬 Messages Hub – Communicate with your clients via SuperOkay. Send messages, reply to requests, move away from email and chat apps.
• 🌐 Global Documents – Documents you create once and then can include in multiple projects. Changes you make to the source document will be reflected across all Projects. This will be great for Knowledge Bases you want to share across projects and clients.

🚀 Shipped:

• 💄 Improved the way the exported PDFs look like → fixed a lot of the issues you reported where content would be split apart on multiple pages in a poor way.
• 🆕 Added a new Page Break content block → you now have more control over where the PDF should break when saving a document.
• 🆕 Added a new Page Break element for the Rich Text content blocks → Now you can break the page wherever you want, even within a Rich Text content block. To access it, just hit return to get to a new line and select the new Page Break icon from the toolbar that appears.
• 🖨️ Print / PDF preview straight from the Editor → Using the browser Print as PDF feature you can quickly preview how your docs look like as PDF or when printed out.
• 📦 Archive Projects → long requested feature to help you better organize your workspace and reduce clutter.
• 🪲 🪓 Updated the way a lot of the Content Blocks look like when your project is set to dark mode. There were some inconsistencies there that made the documents look… not great.
• 🪲 🪓 Many small bug fixes and tweaks that will make the whole experience of using SuperOkay better.

🚧 Working on right now, to be shipped soon:

👥 Project-level permissions and access management → We’re in the final testing phases for this and it should be live by the time we post update #4.

What you’ll be able to do:

• 👨‍💼 We’re introducing a new team role called Project Manager which has access to all things project related, on all projects, but not to managing your team, billing, or organization settings.
• ❗ Basic Members will no longer be able to create projects or edit anything about them.
• 💪 The Owner role gets renamed to Admin
• 🔐 In order for a Basic Member to have access to a project, they will need to be invited to the project by an Admin or Project Manager.

🔮 Working on right now, to be released in the near future:

• Client Email + Password Login → making good progress.
• Manage Client Contact access to Projects → a way for you to control who on your client’s team has access to a particular project.