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 ✅
Approvals (v1): A new work item designed to handle duality checks or approvals for smaller or ad-hoc requests.
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 🔁
Template Copying: Copy program and process templates directly from the Templates registry or template details view.
Convert Templates: Convert old program templates to the new form.
Custom Time Sections: Dashboard time sections can now be configured per team instead of organization-wide.
