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.
Updates to MS Teams integration
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