As an administrator of your Planio account, you can now allow non-admin users to invite new users to their projects via email. For example, you can allow project managers to add new members in order to streamline the onboarding of new users.
The whole feature is opt-in and must be enabled under Your Avatar → Administration → Settings in the Authentication tab, where you can choose who is Allowed to invite new users via email:
Once you have set the field Allowed to invite new users via email to Administrators and authorized project members, you will then need to give the relevant roles the permission Allowed to invite new users via email. Please be aware that, in order to be usable for this purpose, a role must have the Manage members permission, as well as User visibility set to All active users. You may create an additional role for this purpose, or modify an existing one accordingly.
If you created a new role, don't forget to assign it to the relevant users in those projects, where they should be allowed to add new users.
With all things set, your project managers can now invite new users to their projects by going to the project's settings → Members . All they have to do is to enter the email address of the new user in the search field, and select the roles for the new project member.
New users created this way will have a random password set and receive an email with instructions for activating their account.
As you might already know, Planio Help Desk allows customers to view the past communication on an issue via a public tracking page. This page shows all previous communication with the customer which was either sent to or received by them.
Although each tracking page can only be accessed through its secure individual link, which is only known to the parties involved in this communication, some of our customers expressed the desire to disable the tracking pages entirely, or to turn them off after some time, i.e. once an issue was resolved or had gone inactive.
Whether you are handling really sensitive data, or just generally want to reduce the amount of information that's exposed externally, you can now fine-tune the tracking pages visibility on the project level. To do so, navigate to the Help Desk settings of your project, where under Update notifications and tracking pages, you can configure the number of days of inactivity after which tracking pages will expire and become inaccessible. Selecting Never will entirely disable all tracking pages for this project.
Please note that only external comments sent to the customer by a logged-in user will count as activity in the context of this feature. A mere change of issue attributes for internal reasons will not affect tracking page visibility.
If you ever struggled with finding what you are looking for in Planio's issue lists, this one is for you.
The contains filter, which previously did a simple sub string match, now finds the given query terms even if they appear in a different order or are separated by words that are not part of your query. For example:
Suppose you have an issue named Water the flowers. Previously, a contains subject filter for water flowers or flower water would not have found that. Now it does! In order to get the previous behavior and match an exact phrase or substring, just enclose it in double quotes: "the flowers".
But not only the contains filter got an upgrade, searching for related or parent issues works in the same way:
Note that if you have previously used the (undocumented) % and _ wildcards in your filters, you might want to use spaces instead from now on. Searching for % or _ now actually finds you values that contain that character.
We have recently added Microsoft to the growing list of identity providers that you can use to sign into your Planio account. In order to connect your Planio account with your Office365 or Microsoft Azure account, click on Your Avatar → My account → Enable login with Microsoft.
After clicking Yes on the consent screen, you will be able to sign into your Planio account in the future just by clicking the Microsoft logo above the login form.
It is now possible to be added as a watcher to issues automatically whenever you update them.
In combination with one of the existing notification options that allow you to be notified for changes on items you are watching, this provides a great way to stay on top of the things that do concern you. To take advantage of this, click on Your Avatar → My account and enable the Issues I contributed to option in the new Auto watch section: