RELEASE VERSION
Skillibrium 5.0
RELEASE DATE
February 10, 2026
INTRODUCTION
This release is focused on enhancements in Execute, and bug fixes across Coach, Execute and Learn.
ENHANCEMENTS
1. Playbook Required/Optional markers and advanced progress tracking
Feature Module: Execute
Feature Group: Playbooks
Feature: Playbook Required/Optional Markers
Access: Execute > Playbooks and Opportunity sales process
Description: We have introduced the ability to mark Playbook steps and items as "Required" or "Optional," giving you greater control over playbook process compliance. Admins can now toggle these requirements during the setup and edit them on drafted playbooks. These requirements are also visible on playbook preview stages.
To streamline execution, the Opportunity Sales Process view now features a "Required" and "Optional" filter in the side panel. Additionally, progress calculations for Stages and Playbooks have been optimized to focus exclusively on mandatory tasks, ensuring your completion percentages accurately reflect the critical work necessary to move deals forward.
2. Search, filter, and enhanced progress tooltips in Sales Process view
Feature Module: Execute
Feature Group: Opportunity Sales process view
Feature: Search, filter and tooltips
Access: Execute > Opportunities > Sales process view
Description: Navigating opportunity's sales process view is now faster with the addition of search and filter capabilities directly on the sales process dashboard. Users can quickly locate specific items, steps, or categories without manual scrolling. To improve clarity, we have also added an informative tooltip to category status icons.
3. Playbook length and Stage-level effort allocations
Feature Module: Execute
Feature Group: Playbooks
Feature: Playbook length
Access: Execute > Playbooks < Create Playbooks
Description: To help teams better plan their resources, we introduced Playbook Length fields for both new and existing playbooks. Admins can now define the expected duration or effort required for a playbook as a whole and manage specific allocations for individual stages. These details provide users with a clear expectation of the time required to complete their tasks at every step of the process. By offering visibility into the workload, managers can improve team efficiency and ensure that timelines for opportunity progression remain realistic and transparent.
4. Integrated opportunity IDs for improved search and reference on the Opportunity view list
Feature Module: Execute
Feature Group: Opportunity
Feature: Opportunity IDs
Access: Execute > Opportunities > Opportunity view list
Description: We have made it easier to track and locate your deals by introducing unique Opportunity IDs across the platform. You can now view both Skillibrium and CRM-specific IDs directly within the Opportunity Details tab and the main Opportunity List view. This addition allows you to search for specific opportunities instantly using their unique ID.
5. Confirmation prompts to prevent unsaved changes in Playbook setup
Feature Module: Execute
Feature Group: Playbooks
Feature: Confirmation prompts
Access: Execute > Playbooks > Create or Edit a playbook
Description: To protect your work during the Playbook creation process, we have added a confirmation modal when clicking the Cancel button. Previously, exiting the setup would immediately discard all progress without warning. Now, if any changes have been detected, a popup will appear asking you to confirm whether you wish to discard your edits or stay on the page.
BUG FIXES
1. Standardized alphabetical sorting for program cycles
Bug Number: Bug-2736 and Bug-2737
Feature Group: Coach program
Feature: Alphabetical sorting
Access: Coach > Programs
Description: We resolved an issue where the Cycle and the Period column in the Coach Programs section was not sorting alphabetically. Previously, toggling between A–Z and Z–A did not reorder the list correctly, leading to inconsistent behavior. The sorting logic has been fixed to ensure your program cycles and period columns are organized accurately, making it easier to locate the specific cycles and periods you need.
Applicable Roles: Admin
Known Issue Release Notes: N/A
Status: Fixed in production
2. Visibility of linked Opportunities in Account edit view
Bug Number: Bug-2703
Feature Group: Accounts
Feature: Manage opportunities
Access: Accounts > Edit an account > Navigate to the opportunities section
Description: We resolved an issue where opportunities attached to an account were not appearing in the Edit Account view. Although the system correctly saved the relationship, the opportunities appeared hidden, which prevented users from managing them or deleting accounts. Now, all linked opportunities are clearly visible and manageable within the account details, restoring your ability to update or remove accounts as needed.
Applicable Roles: All
Known Issue Release Notes: N/A
Status: Fixed in production
3. Fixed "Type" Filtering in Accounts Module
Bug Number: Bug-2721
Feature Group: Accounts
Feature: Filtering
Access: Accounts > My Accounts or All Accounts
Description: We resolved an issue where filtering by account "Type" (such as Prospect) was returning no results, even when matching accounts existed. This fix applies to both the My Accounts and All Accounts tabs.
Applicable Roles: All
Known Issue Release Notes: N/A
Status: Fixed in production
4. Improved data preservation when canceling Stage edits
Bug Number: BUG-2746
Feature Group: Playbooks
Feature: Cancelling Stage edits
Access: Execute > Playbooks > Create or Edit playbook > Edit stage
Description: Previously, canceling an edit within a Playbook stage would remove saved content. Now, if you choose not to save your current edits to a playbook stage, the system will only discard your most recent unsaved edits while keeping all your previously inputted data intact.
Applicable Roles: All
Known Issue Release Notes: N/A
Status: Fixed in production
5. Validation for invalid external links in Playbook setup
Bug Number: BUG-2755
Feature Group: Playbooks
Feature: Playbooks setup URL links
Access: Execute > Playbooks > Create or Edit playbook > Add link item to a Step > Enter URL link
Description: We have addressed an issue where entering an invalid or broken URL in the Playbook Setup Step did not trigger an error message. The system now provides better feedback to ensure that all links added to steps are valid links before saving.
Applicable Roles: All
Known Issue Release Notes: N/A
Status: Fixed in production
6. Restored file deletion capabilities in Opportunities Content tab
Bug Number: BUG-2694
Feature Group: Opportunities content tab
Feature: File deletion
Access: Execute > Opportunities > Select an opportunity > Click Content tab
Description: We resolved an issue where users were unable to delete uploaded files within the Content tab of an opportunity.
Applicable Roles: All
Known Issue Release Notes: N/A
Status: Fixed in production
7. Standardized Stage selection when updating Playbooks
Bug Number: BUG-2760
Feature Group: Playbooks
Feature: Changing playbook
Access: Execute > Playbooks > Select a playbook > Click manage playbook > Change playbook
Description: We resolved an issue where the Stage field would occasionally appear blank after a user changed the assigned Playbook on an Opportunity. The system now ensures that a default stage value is correctly maintained or assigned during a Playbook transition.
Applicable Roles: All
Known Issue Release Notes: N/A
Status: Fixed in production
8. Fixed currency retention during Opportunity creation
Bug Number: BUG-2766
Feature Group: Opportunities
Feature: Setting currency
Access: Execute > Opportunity > create an opportunity > set currency
Description: We resolved an issue where the currency selected during the initial creation of an opportunity was being removed after the record was saved. The system now correctly retains your chosen currency setting
Applicable Roles: All
Known Issue Release Notes: N/A
Status: Fixed in production
9. Improved data mapping and reliable status updates for Opportunities
Bug Number: BUG-2769
Feature Group: Opportunities
Feature: Opportunity details
Access: Execute > Opportunities > Select and opportunity > Click Details tab
Description: We resolved an issue where updating an opportunity's status in the Details tab would fail to save. Previously, the system incorrectly required users to re-enter currency and amount information even if it was already present. This fix ensures that your existing currency and amount data are automatically mapped and retained during any updates.
Applicable Roles: All
Known Issue Release Notes: N/A
Status: Fixed in production
10. Standardized duration display for learning paths
Bug Number: SD-451
Feature Group: Training catalog
Feature: Duration on training catalog cards
Access: Learn > Training catalog
Description: There was a recurring issue where learning path durations were being calculated incorrectly on the display cards. While the edit view accurately showed hours and minutes, the public-facing cards were displaying inflated timeframes in days. This fix ensures that the duration shown to users now perfectly matches the intended course length, providing clear and accurate expectations for learners before they begin a path.
Applicable Roles: All
Known Issue Release Notes: N/A
Status: Fixed in production
11. Automated Due Date Synchronization for Learning Paths and Courses
Bug Number: BUG-2723
Feature Group: Manage Training
Feature: Setting due date for training
Access: Learn > Manage training
Description: We resolved an issue in the training management system where updating the due date of a high-level Learning Path or Course did not automatically cascade to the individual courses or lessons within it. With this fix, any changes made to a top-level deadline will now seamlessly update all nested training items.
Applicable Roles: Admin
Known Issue Release Notes: N/A
Status: Fixed in production
KNOWN ISSUES AND LIMITATIONS
1. Tooltip Visibility for Not Started Stage Status
Bug Number: BUG-2705
Feature Group: Playbooks
Feature: Tooltip for stages
Access: Execute > Playbook > Tooltip for stages
Description: When viewing the Opportunity Sales Process, the informational tooltip for stages marked as Not Started may appear partially cut off. This is a visual display issue that occurs under specific screen alignments. While the underlying status and data remain accurate, the full text within the tooltip might be difficult to read in the current view. We are working on a layout adjustment to ensure these tooltips are fully visible across all stage statuses.
Applicable Roles: All
Workaround: None
Status: To be fixed in next release
2. Visual alignment of row tools in Stage categories
Bug Number: BUG-2429
Feature Group: Playbooks
Feature: Playbook creation
Access: Execute > Playbooks > New Playbook
Description: We are aware of a minor UI alignment issue where the row tool icons in the Playbook Stage Categories do not perfectly line up with their corresponding fields. While this is a visual inconsistency, it does not impact the functionality of the tools or the ability to manage your stages. Our design team is working on a fix to ensure these icons are correctly centered and aligned in the next release.
Applicable Roles: Admin
Workaround: None
Status: To be fixed in production