Product Updates - August 27, 2025

✨ New Features

  • Include Properties in AI generated Summaries (Beta). Added values from properties linked to a Performance Category in the generated summary as neutral observations. This can be found in the summary view of the Performance Insights widget.
  • Add Performance Categories to InForm notes and free text boxes include them in summaries (Beta). Performance Categories are manually added to notes within Informs so that they can be included in summaries.

🔧 Improvements

  • Various updates to Performance Insights included cleaned up copy and improved UX to make this new feature even easier to use (Beta).
  • When creating forms from InForm, users can specify General or Employee rounding forms. Also, existing forms can be switched between these two types. This has been implemented for the template creation process as well. 
  • Forms file exports now includes "Questions as Columns" or "Questions as Rows" format to make data analysis easier.

🐞 Bug Fixes

  • Some notes were not being categorized properly for Performance Insights due to a technical design issue. Those are now fixed (Beta).
  • There was an issue with the URL for the reminder to send for the Task to generate. Also, there was a fix regarding task card UI. Those are now fixed.