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Release Notes (2024)

Release notes for updates on new features and improvements to Cloverleaf in 2024

Taylor Nash avatar
Written by Taylor Nash
Updated today

December 2024

Updates and Improvements:

  • Introducing: Activities 🎉

    • Team Activities—Cloverleaf’s newest feature—makes breaking down barriers easy and fostering real trust in your team. These guided exercises will help you foster meaningful team conversations, celebrate individual contributions, and uncover hidden strengths

      • Can be accessed via Team Dashboard, Dashboard Builder, and Reporting Team Dashboards by anyone with their role set to Team Lead, Team Manager, Business Lead, or Coach or Consultant

  • Incomplete Assessments on Reporting Teams and Dashboard Builder

    • Incomplete Assessments banners are now visible on Reporting Teams and Dashboard Builder, making it easier to encourage your team to complete assessments

  • Key Relationships Updates

    • New stacked avatar view added in the key relationships module, enhancing user interface and accessibility for team and relationship insights.

  • Reporting Teams Improvements

    • Reporting Teams can now be accessed and managed more easily via updated navigation in Admin Dashboard.

Technical Notes and Bug Fixes

  • Removed stand-alone Notifications page

  • Security Improvements

    • Tightened view restrictions for candidates and legacy leads.

    • Improved password requirements validation

    • Provided extra protections around redirects

  • Bug Fixes and Performance Enhancements

    • Fixed issue preventing activity setup dialog from starting correctly.

    • Various fixes to improve Reporting Teams page loading and activity visibility for users with direct reports.

    • Fixed communication bugs related to manager selection and email notifications during profile updates.

    • Corrected some situations where a maximum team size limit was not being enforced

November 2024

Updates and Improvements

  • Bulk Importer (Beta) 🤖

    • Bulk Importer makes it easy for Org Admins to manage their organization by adding or removing users via CSV upload, setting Reporting Teams by importing manager email data, and quickly updating user information and team assignments.

  • Improvements to mass invite functionality for Org Admins

    • Org Admins can now send organization-wide invites from themselves or their organization via Admin Dashboard

  • Updates and improvements to Reporting Teams for Org Admins

    • All Reporting Teams are now nested under a Reporting Teams section for easy navigation on Admin Dashboard, and there is a new Reporting Teams overview page. Admins can view all Reporting Teams Dashboards and update team member’s managers.

  • Users now receive emails when someone sets them as their Manager

  • Converting Promotion Leads to Engagements (in My Organizations) now upgrades the enabled configurations in the converted (client) organization.

Technical Notes and Bug Fixes

  • Improvements to MS Teams tenant id configuration

  • Added tighter subdomain selection requirements

  • Updated billing integration

  • Security Improvements

    • Tightened access controls to organization billing

    • Improvements to security headers

    • Removed unused fields and strengthened permission checks on the user object

October 2024

Updates and Improvements

  • Introducing: HRIS Integration 🔌

    • With Cloverleaf’s HRIS integration, it is easier to manage your team members and ensure you get the most out of Cloverleaf. Our HRIS integration automatically syncs team member information, keeping everything up-to-date as employees join, leave, or move within your organization. We also leverage reporting structures to deliver hyper-relevant coaching recommendations tailored to your teams.

    • This is an additional cost to your organization's plan. If you are interested in leveraging this integration, please reach out to our team!

  • Introducing: Coaching Focus Check-In

    • Coaching Focus Check-Ins are great way for your team to reflect on their goals and see real progress. It’s not just about reflection—by sharing priorities, you’ll get tailored insights and actionable steps to help you move forward.

  • Improvements to My Organization dashboard loading time

    • Improved support for promotion code filtering of trials. Now organization managers can set and update details about federated organizations like company size and contact emails. Contact emails are now automatically invited into the federated organization!

Technical Notes and Bug Fixes

  • Cloverleaf can now support multiple email domains for each company using SAML SSO

  • Fixed an issue that interfered with Candidate dashboard experience

  • Improvements to candidate notifications for Org Managers

  • Improved name and subdomain input validation

  • Improved access validation for certain metadata

  • Improved rate limiting on assessment reminders

  • Improvements to timeout-out token logout experience

  • Better experience for tasks and prompts to connect messaging integrations (Slack and MS Teams)


September 2024

Updates and Improvements

  • Email reminders: Stay on top of tasks with newly added reminders

  • Minor updates to organization creation flow

  • Minor updates to Today’s Tasks on My Dashboard

Technical Notes and Bug Fixes

  • Updates to dependencies

  • Improvements to coaching network for improved coaching relevance

  • Improvements to SSO domain handling

  • Security enhancements:

    • Prevent duplicate invite email flooding

    • Resolve CORS error in authentication check

August 2024

Updates and Improvements

  • Reporting Teams (Beta) 🤝

    • Choosing your manager on Cloverleaf gives you a more personalized coaching experience through Reporting Teams

  • Cloverleaf is committed to accessibility!

    • Cloverleaf has contracted with accessibility experts and undergone accessibility testing. Many, many improvements have been shipped on the product experience, with more work continuing into Q3!

  • Updates to onboarding experience

    • Users are now introduced to Daily Coaching in onboarding, highlighting their coaching focus

    • Users can now integrate with Slack and MS Teams in onboarding

  • Major upgrade for HBDI assessment module

Technical Notes and Bug Fixes

  • Updates to subscription management subsystems in anticipation of upgrade with billing partner

  • Minor improvements to complex emoji filtering (may have caused certain calendar events with complex emojis in the title to display incorrectly)

  • Improvements to team and profile view filtering

  • Improvements to organization federation disconnect functionality

  • Updates to dependencies

July 2024

Updates and Improvements

  • Meeting Prep Beta 🗓️

    • We are excited to launch a beta version of Meeting Prep, giving you meeting-based tips directly in Daily Coaching, new calendar digest tips, and coaching tips on your weekly meetings in the Meeting Prep page

    • If you are interested in testing our beta, please reach out to support@cloverleaf.me

  • Minor updates to Daily Coaching Emails

  • Cloverleaf is now ISO 27001:2022 Certified! Cloverleaf is ahead of the curve on the most recent version of this demanding certification, ensuring we are keeping customer data secure!

Technical Notes and Bug Fixes

  • Improved tip sharing in Slack when viewer does not have the Cloverleaf app installed yet

  • Fixed an issue where some users may not receive tips when their default delivery time is midnight in UTC

  • Fixed an issue where the “Admin” label would sometimes not show in the Organization Admin team user list

  • Additional security enhancements:

    • Providing enhanced protections for users engaging with help chat (Intercom)

    • Improved CSRF protections

    • Improved checks for secondary email association and invite resending

    • Improved link injection validations

    • Improved validation of input strings

  • Improved an issue that could result in occasional hiding of insight search functionality

  • Improvements to further anonymize processed data

  • Further deprecations of non-organization billing


June 2024

Updates and Improvements:

  • Improved functionality in Slack and MS Teams 🔌

    • Saving, sharing, and reflections are now performed natively within Slack and MS Teams

  • Improvements to Lead Links notification experience

    • Admins managing lead links will now receive notification emails for new org creation

  • SOC 2 Type II renewed

    • Audit completed and passed with 0 exceptions

  • Addition of Team Lead role

Technical Notes and Bug Fixes:

  • Additional security enhancements

    • Rate limit user password reset requests

    • Rate limit invites per email

    • Improved reference validation

    • Improved email input and display sanitization

    • Improved token expiry behavior

  • Resolved an issue for new Lead Links where the configured assessment could be unavailable

  • Resolved an issue where some SSO users would not be prompted to select a Coaching Focus area

  • Resolved a visual inconsistency on Coaching Focus area-based daily coaching

  • Resolved invitation date inconsistency in some visualizations

  • Fixed an issue with selecting Organization Managers for orgs within My Organizations

  • Ensured that all members of a user’s Coaching Network are listed and visible in user’s Coaching Network list

May 2024

Updates and Improvements:

  • Introducing Coaching Focus 🎯

    • To make your Cloverleaf coaching experience even more impactful, you can now select a Coaching Focus. By choosing a Coaching Focus, Cloverleaf tailors your coaching journey to support your specific goals more effectively.

    • Be sure to update your role in settings first to get the most relevant Coaching Focus suggestions

  • Minor updates to onboarding experience

  • Improvements to Slack integration

  • Minor updates to Daily Coaching Emails

  • Organization Links are now supported for SSO organizations

Technical Notes and Bug Fixes:

  • Additional security enhancements

April 2024

Updates and Improvements:

  • Updates to Cloverleaf's Slack Integration 🔌

    • Receive Daily Coaching directly in Slack

    • Receive all app communications via Slack

  • Improved Assessment Reminder experience

    • Now, org admins and team admins can easily manage assessment reminders for teams from Team Dashboard settings

  • Webhooks for Lead Links

    • Coach Partners using My Organizations can now easily connect and track Cloverleaf leads in their CRMs through webhooks.

Technical Notes and Bug Fixes:

  • Additional security enhancements


March 2024

Updates and Improvements:

  • Introducing Dashboard Builder! 🎉

    • Whether you're working on a project team, collaborating cross-functionally, or seeking to understand dynamics with someone new, using Dashboard Builder, you can customize dashboards as needed, without creating a Cloverleaf team.

  • Personalized Team and Org invite emails

  • Minor improvements to Admin Dashboard

    • Improved pending invite experience

    • Admins can now easily access Team Dashboard settings

  • Improved onboarding experience

Technical Notes and Bug Fixes:

  • Improvements to security headers

February 2024

Updates and Improvements:

  • Updates to Microsoft Teams integration

    • React, save, share, and reflect on tips in MS Teams

    • Receive all app communications via MS Teams

  • 🎉 Introducing: Meeting Dashboards 🗓️

    • Integrating your calendar now generates Meeting Dashboards for each event in your day, helping you gain insight on who you are meeting with!

  • Daily Coaching Improvements

    • You can now see why you are receiving tips on a teammate in Daily Coaching

  • Updates to onboarding experience

    • Now can connect your calendar when you create your account on Cloverleaf, to receive both calendar insights and to connect with the teammates you work with most!

  • Improved assessment result experience

    • Now users are presented with example tips they have unlocked!

  • New Organization Reports for improved Team Dashboard reporting!

Technical Notes and Bug Fixes:

  • Communication scheduling system improvements for reliability and performance

  • Added support for sending emails from cloverleafme.com for TLD-sensitive organizations


January 2024

Updates and Improvements:

  • New onboarding experience: Learn the Basics and Getting Started Checklist

  • Org Reports are now available to all organizations 🎉

    • This feature is only available to org admins

Technical Notes and Bug Fixes:

  • Resolved an issue with incorrectly utilizing locale headers

  • Minor fixes to Coaching Impact Survey

  • Upgrades to our data storage infrastructure capacity

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