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Forsite 2.2.4 – April 2025 Release Notes

Document Templates & Task Integration

Templates are now more connected to action.

  • Side Drawer UI – Template Management now lives in a cleaner, collapsible layout.
  • Create Tasks from Templates or Responses – Generate tasks directly where you’re working.
  • Active Tasks Modules – View open tasks on any Template or Permit, with a new tab in Permit Management.
  • Rename Templates Post-Assignment – Form Templates can now be renamed after use—because context evolves.

This creates a tighter link between documentation and task execution.

New Task Types & UX Improvements

Tasks are now faster, clearer, and more actionable.

  • Portal Task Pages – Manage tasks at scale with a dedicated management hub.
  • Retired Legacy Pages – We've said goodbye to the old “complete task” flow.
  • New Task Types
    • “Complete a Form”
    • “Review a Permit”
    • Streamlined “Review an Incident”

Everything’s smoother—from action to accountability.

Form Builder with Presets

Say hello to custom-built forms—designed your way.

  • Form Builder + Editor – Build and tweak custom forms directly in the Portal.
  • Preset Templates Added:
    • Audit Questions
    • Approval Process
    • Contractor Sign-Off

These tools give you flexibility with structure, empowering teams to collect the right data in the right way.

Summary of Changes

Changelog Summary:

  • 📂 Document Management
    • Moved Template Details into a Side Drawer UI.
    • Added ability to create Tasks from Templates and Form Responses.
    • Added an “Active Tasks” module to all Templates.
    • Added an “Active Tasks” tab to Permit pages.
    • Added ability to rename Forsite Form Templates post-assignment.
  • ✅ Tasks
    • Enhanced Task overlay UX.
    • Added new Portal Task Management Pages.
    • Retired legacy “complete task” page.
    • Added new Task Types: “Complete a Form,” “Review a Permit,” and streamlined “Review an Incident.”
  • 🧩 Form Builder
    • Introduced Form Builder and Editor tools in the Portal.
    • Added Presets: Audit Questions, Approval Process, Contractor Sign-Off.
  • 🏢 Service Provider Management
    • Fixed issue where Admins couldn’t assign Key Contacts to Service Providers.