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Update Tool & Role Roll-Ups to Pills + Add Disconnect Actions

We’re refining how tools, roles, and people are displayed and managed in the section and team sidebars to improve clarity and give users more control.

✅ Updates Include:

  1. 🔗 Add “Disconnect” actions to:
  • Role ↔️ People associations

  • People ↔️ Role associations

  1. ➕ Auto-add tools if a user attempts to assign a function (like Sync or Step Type) to a tool that’s referenced in the section but not yet added to the Tool Canvas.

  2. 💊 Convert roll-ups to pill design for easier scanning and interaction:

  • Section Tool Roll-Up → Pill UI

  • Team Tool Roll-Up → Pill UI

  • Team People Roll-Up → Pill UI

  • People Role Roll-Up → Pill UI

These changes will improve visual consistency, streamline workflows, and make managing associations more intuitive across the platform.

Status: Complete3 comments

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Comments3

  • Brian changed status to Complete
    Team•

    Apr 25, 2025

  • Brian changed status to In Progress
    Team•

    Apr 11, 2025

  • Brian changed status to Planned
    Team•

    Apr 2, 2025