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March Release Notes

Fresh out of the oven, check out what's new in Vitally

Rachel Sheldon avatar
Written by Rachel Sheldon
Updated yesterday

March 2025

Key Releases

Data Explorer

Quickly access a view of all Vitally Objects and Custom Objects with a single click from the new Data Explorer. Navigate to the top left menu, hover over Explorer, and select any object from the list of default Vitally Objects (Accounts, Tasks, Docs, etc.), your own Custom Objects, or Surveys.

Use these Views as a jumping-off point to explore your data — add filters to drill down into more detail, and save it as a new View to any Hub by clicking Save as a new table in the top right.

Column Layouts in Docs

Enhance the formatting of your Team and Collab Docs with columns. In any Doc, you can now add a table with up to 3 columns, or do a 60/40 split. Simply use the backslash command, choose Columns, and select your desired formatting.

Additional Releases

Default Health Score Breakdown, Integrations, and Product Activity Widgets

Default out-of-the-box Widgets for Health Score Breakdown, Integrations Status, and Product Event Timeline are now available in the Widget Library to add to any Account Dashboards in the new 360 experience.

To use these Widgets, navigate to any Account 360 Dashboard, click Add in the top right, select Widget Library and begin browsing.

Add Task and Project Traits to Project Templates

When building a Project Template, you can now add Project and Task Traits to the template along with optional values for those Traits. Projects created from the template will automatically have these Traits added to them.

Set Trait Value to Null via Playbook

Automatically set any Trait’s value to “null” in a Playbook using the Update a Trait action. This ensures that enrollees stay in the Playbook until an end state is reached.

Integration Releases

One Year Historical Import of Gong Meetings

We have extended the lookback timeframe of how much historical data the Gong integration initially pulls in to one year.

Re-sync Accounts from Chargebee

You can now manually trigger a re-sync of Accounts, Organizations, and Users from Chargebee to Vitally. If you’re not seeing the data you want to see in either Vitally or Chargebee, you can easily push or pull data with a single click of a button. This can be done by Admins in the new 360 experience from the “All Properties” page.

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