Release Notes Summer 2021 – FolioCollaborative

myFolio Release Notes
August, 2021

As part of our summer platform update, the Folio Collaborative released the following improvements and new features. If you have any questions, please contact us at support@foliocollaborative.org, or by phone at (800) 452-5078 Ext. 1.

OVERVIEW

New look for Workspaces

Improvements to Goals and the Goal Wizard

Goals Wizard customizations
Steps 2 + 3 (“Challenges”) of the Goals Wizard can now be skipped
Goals can now be associated with a Category and not just one of the school-created Themes
Additional Check-in frequencies - “Weekly” and “Once,” in addition to the already existing
“Monthly” interval have been added to Goals Check-ins

Improved Look of myFolio

New, slightly adjusted look to nearly every page in myFolio
New file uploader
New formatted text editor
Improved responsiveness, so myFolio looks and works even better on phones and tablets

Improvements to Goals Check-in

Additional Check-in frequencies - “Weekly” and “Once,” in addition to the already existing “Monthly” interval have been added to Goals Check-ins
Goals Check-ins can now be edited

Year End Summary Insights Improvements

Improved Filtering
Notes are now grouped by the custom Year End Summary form
Improved export of content to CSV

Other Improvements

Improved display of the Goals Insights fields
Exporting Goals from the Goals Insights page now includes more fields

New Look For Workspaces

We have updated the look and layout of Workspaces to make them easier to use.

Items are organized under “Tabs.”

The Workspace main page features the Workspace Posts feed and the Leaders/Collaborators
The Workspace Timeline overview and detail pages have a new look
The Workspace Resources page displays items as tiles with thumbnails
Members are on their own tab and are organized in tiles

Workspace Main Page

Workspace Timeline Overview

Timeline Detail

Workspaces Resources

Workspace Members

Goals and the Goal Wizard

The Goal Wizard was a big change to the way Goals are created in myFolio. People liked the structure provided by the Wizard. Some Member Schools asked about customizing the Wizard’s prompts to better fit their goal setting process and school culture. We listened and schools can now customize virtually all of the questions, prompts, etc. in the Wizard. We have also made other improvements to the Goal Wizard itself.

Goals Wizard Customizations

The vast majority of schools are happy with the default prompts built into the Goal Wizard. But for schools who would like to tailor the language in the Goal Wizard to better fit their school culture, many elements can now be customized.

Clicking on the Manage menu item “Goal Wizard Manager” (available only to myFolio Admins) brings you to a page where the Wizard prompts, etc. can be customized.

All of the Wizard’s steps have editable components. When you have made your changes, click the “Update” button at the bottom of the page.

Steps 2 + 3 (“Challenges”) of the Goals Wizard can now be skipped.

Skipping step 2 automatically skips step 3. The “Skip” button is automatically on in myFolio, so there is no need to do any set-up for this feature.

Improved Look of myFolio

We have continued the visual refresh of myFolio from last year and have made some changes:

Cleaner, more consistent look across the pages of the platform.
Improved responsiveness, so myFolio looks and works even better on phones and tablets.
New, more consistent icons.