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v3.1.2

Project Export Center, Time Off Tracking & Fixes

New Improvement Fix
Worklenz Project Export Center, Time Off Tracking & Fixes release screenshot

Worklenz v3.1.2 ships a project export center with filtered CSV export and a Mark Time Off / Leave feature for Business plan members. This release also improves the roadmap with cross-project timelines and visible task dependencies, adds role-based task permissions, lets subtasks inherit their parent's phase and appear in the Schedule, and adds configurable project creation from templates and direct links to task comments. A wide set of fixes round out the release across team management, reports, and workload.

Features

Projects & Export

  • Project export center with filtered CSV export
    Export project tasks to CSV directly from the task list with your current filters applied, or use the new Task Export tab in Project Settings to export tasks, comments, and files, together or separately.
    How to use:
    1. Open a project, apply filters to the task list, then use the Export button that appears to download the filtered tasks as CSV
    2. For more control, go to Project Settings > Task Export instead
    3. Choose tasks, comments, and files, and export them together or separately

Mark time off

  • Mark time off and leave
    Business plan members can now mark specific dates as time off or leave, so project managers and team leads see accurate availability instead of assuming full capacity.
    How to use:
    1. Go to Home > Calendar > Mark time off
    2. Or use the Quick Action button > Mark time off
    3. Choose the dates. They now show as unavailable in workload and capacity views

✨ Improvements

Roadmap

  • Task dependencies visible on roadmap: Existing "Blocked by" task dependencies now render directly on the Roadmap view, so you can see what's blocking a timeline without switching back to the task list
  • Unified roadmap across all projects: A cross-project roadmap shows tasks from every project on one timeline, with in-place editing so you can adjust schedules without opening each project separately

Members & Permissions

  • Restrict task assignment by user role: Business plan workspaces can now limit task creation and assignment to Admins and Team Leads, at the project or organization level, while Members keep view-only access
  • The Team Switcher dropdown now includes a search bar to find a team by name

Projects & Templates

  • Configure project details from templates: Creating a project from a template now prompts for project name, dates, category, client, and project manager, instead of duplicating the template unchanged

Task Drawer

  • Copy direct links to task comments: Each comment in the task drawer now has a copyable link that opens the task and scrolls straight to that comment
  • Custom fields can now be added directly from the task drawer, not just the task list

Projects & Phases

  • Auto-assign subtasks to parent phase: New subtasks now inherit their parent task's phase automatically instead of landing unmapped, controlled by a project setting you can turn off
  • Project phases now display in chronological order based on their start and end dates

Scheduler

  • Subtasks now visible in Schedule: Subtasks with assigned members and scheduled dates now appear in the Schedule view alongside their parent tasks

Time Tracking

  • Time log entries in the recently logged list are now clickable and jump straight to the corresponding project's time log panel

🐞 Fixes

  • Fixed the Last Activity timestamp not updating after a task is deleted
  • Fixed the Admin Center Users search resetting to the full list right after a match appears
  • Fixed the Projects count in Admin Center reflecting the pagination size instead of the actual total
  • Fixed the Slack integration manage table showing a raw column key instead of "Status"
  • Fixed Poya days not appearing on the holiday calendar
  • Fixed missing translations on the Guest Members page
  • Fixed users being unable to sign in with both Google and email/password on the same account
  • Fixed the required field indicator appearing twice in the Time Log Range configuration popup
  • Fixed the task list fully reloading after a bulk status change instead of updating in place
  • Fixed single quotes in project names rendering as escaped characters instead of plain text
  • Fixed the attachment download button not responding in the comments section
  • Fixed mention email notifications not delivering to Outlook accounts
  • Fixed text entered in a custom column from the task drawer not saving
  • Fixed the status color not updating immediately after a status change from the task drawer
  • Fixed a phase change from drag-and-drop not reflecting in the task drawer's phase field
  • Fixed the "View Full History" button label for clarity in the Updates chat history
  • Fixed the attachment icon appearing in the Updates section, which doesn't support attachments
  • Fixed inconsistent Files UI and colors between the Project Files tab and the Files page
  • Fixed Your Library showing 0 tasks and 0 phases for saved project templates
  • Fixed shared task templates failing to import into another organization with a "Template not found" error
  • Fixed an "Unknown Error" blocking task template creation
  • Fixed project settings not displaying their current state to members, who couldn't see enabled/disabled values even though they couldn't edit them
  • Fixed the "Auto-Assign Parent Phase to Subtasks" toggle being disabled and duplicated in Project Settings
  • Fixed the profile dropdown labeling Team Leads as Admin
  • Fixed switching teams reloading the page and reverting to the previous team instead of completing the switch
  • Fixed two success messages appearing after deleting a guest member
  • Fixed the team list not scrolling when a user belongs to many teams
  • Fixed team switching failing when the user is inside a project
  • Fixed the Generate and Copy Link button staying disabled after selecting a project for a guest invite
  • Fixed the Team Members table header text rendering incorrectly
  • Fixed custom date ranges silently overwriting the start date instead of validating it against the end date
  • Fixed the View Details button erroring on the Team Report page
  • Fixed chart data being cut off on the Estimate vs Actual report at certain screen sizes
  • Fixed the task filter including tasks outside the selected custom time range
  • Fixed the project count being wrong when filtering by category in Reports
  • Fixed the Workload table view showing only headers, no task data, after expanding a member row
  • Fixed edited workload capacity not saving or displaying the new value
  • Fixed assigned task counts showing 0 in the Workload view despite tasks being assigned
  • Fixed a "Something Went Wrong" error when navigating to Workload
  • Fixed the Recently Logged table on Home not updating in real time after task changes from the task drawer
  • Fixed long status names breaking the layout on the Home Overview and Log Time pages
  • Fixed the displayed time range being wrong when logging time for today
  • Fixed Client Portal status filters (Invited, Not Invited, Expired) not filtering client records correctly
  • Fixed Portal status tags having poor contrast in dark mode
  • Fixed Planner filters (Projects, Clients, Status, Priority) not filtering the schedule
  • Fixed guest members appearing in the Schedule member list
  • Fixed pinned pages not loading when navigating to Projects or Finance
  • Fixed the sidebar navigation expand/collapse icon not responding
  • Fixed the Change Currency link redirecting to a 404 page
  • Fixed the Finance Overview table not updating Actual Cost and Variance after Task List finance changes