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Latest Updates: Sprint 30 - September 2025

Latest Updates: Sprint 30 - September 2025

This sprint focuses on faster, more reliable exports, clearer Excel columns and values, standardized date formats, and accuracy fixes for initiative counts.

At a glance

  • Exports made effortless: Start an export and keep working. We’ll email you a secure, time‑limited link when it’s ready.
  • Clearer Excel exports: New Start Date column; AUDIENCE TARGETED header; values show full org chart paths.
  • Consistent dates: All exported dates use YYYY/MM/DD (slashes).
  • Accurate counts: Active Initiatives numbers now match between Org Chart and Stakeholder pages.
  • Fixes: Audience Targeted display corrected; Settings page scroll restored.

What’s new

1) Exports made effortless

Exports now run in the background. You can navigate away or keep working—no need to keep the tab open.
How it works
  1. Go to a page with an Export button (e.g., All Initiatives → All Activities).
  1. Choose your format and click Prepare download.
  1. You’ll see an in‑product confirmation that the export has started.
  1. When the file is ready, you’ll receive an email with a secure, time‑limited download link. You can also get the file from the Exports Page.
Note: For security, export links expire after a period of time. If yours has expired, simply run the export again to generate a fresh link.

2) Clearer Excel exports from All Activities

  • Start Date column added (positioned to the left of Due Date).
  • Column header AUDIENCE TARGETED now matches the application.
  • Audience values show full org chart paths using > between levels and commas between groups.
    • Example: Generation > IT support, Field Operations > Marketing & PR > Digital

3) Consistent date format across exports

  • All exported dates now use YYYY/MM/DD (slashes). This helps with sorting, importing, and parsing in spreadsheet tools and other systems.

4) Accurate initiative counts

  • The Active Initiatives number shown in an Org Chart group’s summary now matches the initiatives listed on the Stakeholder page.
  • The count includes initiatives that target the group, its child groups, and individuals attached to the group.
  • The time frame dropdown no longer affects this count.

Fixes

  • Audience Targeted display (Single Initiative → Activities): Removing an Org Chart group while leaving individuals no longer shows the removed groups in Audience Targeted.
  • Settings page layout: The Settings page is no longer cut off on the right and now shows a scroll bar so all content is visible.

How to download and manage exports

From the export dialog

  • If an export is already ready, you’ll see the Export Download dialog (with created date and expiration). Click Download.
  • If an export is in progress, you’ll see the Export Status dialog and can choose Go to Exports Page.
  • If there is no export yet, you’ll see the standard export dialog to start one.

From the Exports Page

  • View all exports you have access to.
  • Download files that are ready.
  • Start a new export at any time (this will expire the current export for the same dataset).

FAQs

Why does my export say “Processing”?
It’s running in the background. You can keep working—an email will arrive when it’s ready.
I didn’t get the email. What should I do?
Check your spam folder, confirm your email address is correct in your profile, and visit the Exports Page to download directly.
My download link expired.
For security, links are time‑limited. Start a new export to receive a fresh link.
I don’t see a Start Date for some activities.
If an activity doesn’t have a Start Date in the app, the export will show the Start Date cell as blank.
What changed in the Audience column?
The header is AUDIENCE TARGETED, and values now include full org chart paths (e.g., Generation > Operations > Communications).
Why do Active Initiatives counts look different now?
Counts now include initiatives targeting a group, its child groups, and attached individuals, and are no longer affected by the time frame dropdown—making them consistent with the Stakeholder page.

Troubleshooting

  • Download button does nothing: Refresh the page and try again. If the file expired, start a new export.
  • Still seeing mismatched counts: Clear filters and refresh the page. If the issue persists, contact Support with the group name and a screenshot of both the Org Chart summary and Stakeholder page.

Release details

  • Availability: Rolling out to all workspaces in September 2025. No action required.
  • Permissions: Exports and Org Chart features are visible based on your workspace role and permissions.

Need help?

If you have questions or run into issues, contact your workspace admin or ChangePlan Support. Please include the page you’re exporting from and (if applicable) a sample row or screenshot.
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