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Pilotus Documentation

Changelog

April 2026

New Features

  • Overdue & Off-Track Alerts — Exception-based alerts notify you when actions are overdue or indicators are off-track.
  • Cross-Plan Linking — Link objectives to orientations across different plans with a unified picker.
  • Unified Module Tabs — Plan and group modules now use a single streamlined tab (Context + Framework + Plan merged; Profile + Operations + Indicators merged).
  • Agenda Tree View — Hierarchical agenda display with rich text editor and inline notes with note count badges.
  • Kanban Swimlanes — Group action cards by objective with drag-and-drop to re-link actions across swimlanes.
  • Cross-Module Shortcuts — Navigate directly to related items across modules with back-navigation support.
  • Quick-Create Action from Notes — Create actions directly from meeting notes without leaving the meeting view.
  • 4-View Toggle in Steer — Switch between pre-configured filter views with one click.
  • Split KPI Sections — Separate plan-owned and collective indicators with per-group data entry.
  • Meeting Notifications — Automated emails for meeting invites, action assignments, and 24-hour reminders.
  • Plan Managing Group — Assign a managing steering group to plans with mise en oeuvre section.
  • Indicator Data Editor Tabs — Tab system in the indicator data editor for better data management.
  • Module-Grouped Shortcut Dropdowns — Quick-navigate to Kanban, overview, or specific items from plan and group tables.
  • Per-Intent Agenda Badges — Color-coded badges distinguish agenda item types (subject, topic, decision, action).

Improvements

  • Harmonized close icon position across all modals.
  • Improved role assignment UX with multi-select pills and unified editing.
  • Meeting time validation with overlap detection and translated warnings.
  • Toast notifications now render above modals.
  • Tag filter added to organization directory (Annuaire).
  • Lazy-loaded archived items in Kanban for faster initial load.
  • Grey progression bars in read-only contexts (orientations, objectives).
  • Expand/collapse toolbars display text labels for clarity.
  • Team involvement ratio shown as a readable sentence.
  • Merged users and permissions into a single accordion in organization settings.
  • Clickable cells in plan/group tables for direct navigation.
  • Compact recurrence settings (save/cancel shown only when changes are made).

March 2026

New Features

  • Meeting Creation Wizard — New 4-step guided wizard to create meetings with templates, participants, and recurrence.
  • Meeting Preparation Tab — Two-column layout with reference info and preparation tools, timeline/table view toggle.
  • Meeting Recurrence — Create recurring meeting series with automatic occurrence generation.
  • Meeting Share & Export — Share meetings to Outlook and Teams with agenda and notes included.
  • Agenda Item Linking — Redesigned linking system with quick-create actions from meeting notes.
  • Steer Module — Unified action tracking module with organization-scoped data and hierarchy drill-in.
  • Piloter Hierarchy — Restructured Piloter module with plan drill-in, inline progression icons, and stakeholder badges.
  • Organization Directory — New member directory (Annuaire) with notification bell.
  • KPI Indicators Dashboard — Visual KPI dashboard with collective KPIs, data views, exports, and stale warnings.
  • Kanban Revamp — Modern card and column design for action tracking.
  • Plan Summary Dashboard — Redesigned summary with info cards, team involvement gauge, and stakeholder groups.
  • Role-Based Action Permissions — Actions now respect plan and group role assignments.
  • Group Management — Mark groups as private, duplicate, archive, or delete from a dedicated section.
  • Direct Action-to-Objective Linking — Link actions directly to objectives via a many-to-many relationship.
  • Organization Leave — Users can now leave an organization.
  • Invitation Flow Revamp — Chip-based email input with smart feedback for inviting users.
  • Daily Digest & Weekly Brief — Automated summary emails for directors with strategic updates.
  • Template Enhancements — Plan and group template selection with descriptions, filters, and type filtering.
  • Timeline Picker Redesign — Navigation controls, status badges, and filters in the meeting timeline.
  • OAuth Sign-Up — OAuth buttons (Google/Microsoft) available on the registration modal.
  • Type Standardization — Plans and groups use database-backed type lookup tables with harmonized badges.

Improvements

  • Permission-aware modals when clicking overview rows.
  • Hover progression cards on overview rows.
  • Search bar for past meetings.
  • Sticky column headers in preparation tab.
  • Blue focus border indicator on all input fields.
  • Harmonized modal styling across the app.
  • Group type/tags integration in creation wizard.
  • Responsive layout for narrow and half-screen viewports.
  • Gray progress bars on Kanban cards and KPI indicators.
  • Tags column and filter in plan overview (replacing “Éléments rattachés”).
  • Compact row heights and uniform badges across tables.
  • Action card progress labels, default avatars, and improved spacing.
  • Portal-rendered filter dropdowns for better positioning.
  • Predefined role templates for leadership roles in groups.
  • Order picker uniformized across all modals.

February 2026

New Features

  • Creation Wizards — Guided multi-step wizards for creating plans, steering groups, objectives, key results, and actions.
  • Google & Microsoft OAuth — Single sign-on with Google and Microsoft accounts.
  • Multi-Organization Support — Switch between organizations; organization-scoped data isolation.
  • Plan Archive/Reactivate — Archive plans with read-only mode, reactivate when needed.
  • Activity Log — Role-based organization activity tracking.
  • Contact Form — In-app contact form replacing mailto links.

Improvements

  • Bidirectional sorting and filter bars on all tables.
  • Pagination support for large tables.
  • Editable text sections with document-style view/edit modes.
  • Responsible entity column (person or steering group) on strategic plans.
  • Standardized dashboard cards across all modules.
  • Indicators/KPI module with wizard, details modal, and history charts.
  • Meeting management split into dedicated Réunions and Coordonner tabs.
  • Expansion controls (by depth level) in plan overview.
  • Role badges on plan and steering group tab bars.
  • Action order (N°) column for sequential numbering.
  • Unsaved changes warnings across all wizards and modals.

January 2026

New Features

  • Meeting Agenda Templates — Create and reuse agenda templates for steering group meetings.
  • Advisory Steering Group Type — New “advisory” type for steering groups.
  • Avatar Customization — Choose custom avatar colors in My Account.
  • Profile Editing — Edit first and last name from My Account.

Improvements

  • Outlook-style time and date pickers.
  • Breadcrumb navigation with content headers.
  • Standalone Objectives and Key Results tables with sequential numbering.
  • Auto-computed objective progress from linked elements.
  • Standardized tab navigation styling across all modules.
  • Unified search input component.
  • Sidebar hover feedback and expandable chevrons.
  • Improved dropdown behavior (single open, better close/toggle).