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✨ What’s New in Daymi 2025 ✨

Kestutis Vansavicius avatar
Written by Kestutis Vansavicius
Updated this week

Dashboard 🏠

  • Market Holidays: View stock market holidays and partial trading days directly in the Daymi dashboard.

  • Right-Click Actions: Right-click on process cards in the dashboard to quickly access notifications, settings, N/A status, and more.

  • Sorting Options: Sort processes by Priority, Deadline, or Name.

  • Segmented Progress Bar: A progress bar split into segments, showing which steps in the process are completed.

  • Latest Comments Preview: See the most recent subprocess comments directly from the dashboard.


Processes & Subprocesses 🛠️

  • Ad-hoc Processes in New Process Form: The Process form now supports Once (ad-hoc) processes, previously available only in the Program form.

  • Subprocess Dependencies: Block certain subprocesses from execution until other subprocesses are completed. Read more.

  • Action-Required Completion Modal: Subprocesses can be configured to require confirmation of mandatory actions before they can be completed.

  • N/A Subprocess Status: Mark subprocesses as Not Applicable when no action is required, while still completing the overall process.

  • Shared Processes: A way to link a subprocess between two Daymi accounts so its status is automatically shared, mainly for service providers and their clients. Read more.


Access, Roles & Permissions 👥

  • Team-Based Access Enhancements: Team access restrictions now apply across all views, not just dashboards.

  • Team Admin Role: Team Admins can manage team-level processes, reports, users, and settings without access to organization-wide configuration.

  • Viewer Role: A new read-only role for auditors or external users.


Planner 📅

  • Planner Enhancements: The Planner has been enhanced to improve assignment management and day-to-day planning.

  • Copy Previous Assignments: Reuse Makers and Approvers from a previous day, week, or month.

  • Quick Actions: Right-click assignments on the dashboard for faster updates.


Approvals ✅


History 🕒

  • Enhanced Duality Logs: Subprocess history now shows who was asked for four-eyes approval, the approval message sent, and any rejection comments.


Rich Text & Attachments ✍️

  • Formatted Descriptions & Attachments: Add formatted descriptions and files to Categories, Category Groups, Tags, Contact Lists, and Issues.

  • Formatted Subprocess Comments: Use formatting such as bullet points and colors in subprocess comments.

  • Paste Attachments with Ctrl+V: Paste screenshots or files directly from your clipboard into subprocesses and other areas.


Categories, Contacts & Clients 🗂️

  • Client Details Page: View all processes, issues, and external contacts linked to a category from the Categories page.

  • Contacts List Enhancements: New Category and Category Group columns improve clarity when contacts are shared across clients.

  • Categories & Tags in My Tasks: Add categories and tags to personal tasks in My Tasks.


Reporting & Analytics 📊

  • Email Reporting: Send emails from Daymi with subprocess performance reports, comments, and attachments - ideal for end-of-day updates and similar status summaries.

  • Time Report: See how time is spent across processes, tasks, and issues.

  • Scorecard Date Ranges: Weekly, monthly, and quarterly date ranges are now available for Scorecards.


Automation & API 🔌

  • Webhooks: Receive real-time notifications when events occur in Daymi, such as a subprocess being completed. Read more.

    API – Subtasks: Automatically mark subprocess subtasks as completed via the public API. Read more

    API – File Uploads: Upload attachments directly to subprocesses through the public API. Read more

    API – Tasks & Attachments: Create ad-hoc tasks and attach supporting files using the API. Read more


Templates & Configuration 🔁

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