Memo Templates, Full-Screen Chat & Workflow Builder Retirement
Task templates now carry memo content, task chat gains a full-screen expand mode, and the workflow builder has been retired.
New Features
- Memo fields in task templates: Templates now capture the task memo — Purpose, Source, Scope, and Procedures — when saved. When you create a task from a template, those fields are pre-filled automatically. The template browser also shows a read-only Memo preview before you select, so you know what setup content will be applied. Conclusion is intentionally excluded (it's per-audit sign-off content, not template material).
- Full-screen task chat: A new expand button in the task chat sidebar header widens the chat panel to fill the screen, giving more room for longer AI-assisted review sessions. Press ESC or click the collapse button to return to the normal layout.
Improvements
- Workflow builder retired: The inline workflow builder has been removed from Co-Audit Chat. Workpapers are now created directly via task creation. Existing conversations that used workflow builder tools display an inline notice in place of the old tool cards.
Bug Fixes
- Comment errors now visible: Comment submissions that failed silently (403 error) now show an error toast so you know the comment didn't go through.
- Bulk-review cross-datasource cells: Fixed bulk-review and right-click review not correctly picking up cross-datasource and top-level cells.
- Deep analysis progress indicator: The in-progress spinner now appears correctly when running a single-question deep analysis.
- Duplicate task preserves Conclusion: Duplicating a task now correctly retains the Conclusion memo field on the copy.