Agility Blue Update

What’s New?

Associated Task Content Tabs

New tabs have been added to the expanded task detail cards within the Project Details page:

• Media

• Volumes

• Billing

Similar to the Comments and Attachments tabs that already exist, these new tabs display content related to the referenced Task.

The Media and Volumes items can be expanded to show additional information by clicking on the "Show More..." link on each record.

The Billing items can display narratives or notes by clicking on the the respective icons to the right of the billing description. The icons exist if there are notes or billing narratives available.

New Canned Reports

Quarterly Activity Report

Provides a quarterly activity summary of a variety of metrics based on a selected year. Categories of metrics include:

• Top 5 most active Matters

• Top 5 most assigned to Users

• Top 5 most active Forms

• Top 5 most active Tags

Each category lists counts, overall task distribution, and partitioned task distribution for each quarter.

Last Week Summary Report

Provides a summary of task activity for last week and shows changes from the week before. Categories of metrics include:

• Tasks created, assigned, and completed showing counts for last week, the week before that, and the positive or negative difference in changes between the two.

• Top 5 Matters based on completed Tasks for the last week

• Top 5 Users based on completed Tasks for the last week

• Daily distribution of completed Tasks for the last 60 days

Linked Relativity Workspaces Report

Lists the Relativity Workspaces that are linked to Agility Blue Matters for Workspaces that have the Relativity Integration installed. Users can filter and navigate to Agility Blue Clients or Matters directly from the report.

Miscellaneous Enhancements

• Added "Total Ranges", "Range Start", and "Range End" columns to the Volumes Grid.

• Added a "Utilities" column to the Workspace Users Grid. This column contains a button that allows for applying default notification rules to a user without having to drill into the User Details screen.

• Tables created using the Rich Text editor now display at 100% width with evenly distributed columns and rows with a border.

• "Time Ago" style dates now automatically update their values periodically.

• Insights for Clients and Matter details have been updated so that users can pick the date range for the insights. The date range defaults to the past 30 days.

Bug Fixes

• Fixed an issue where attachments wouldn’t show up right after uploading them in the task attachments tab.

• Fixed an issue where attachments could not be downloaded if on a page for too long where the session could not refresh authentication credentials.

• Fixed an issue where object-level default values for yes/no fields would not pull in the correct default value specified for the object.

• Email addresses can now contain hyphens when creating users or contacts.