Round Up: New Dashboards, Automated Tasks & Reporting

It’s been a busy few months! Here’s a round up of what’s new in FutureFund Connect since our last update.

A Redesigned Dashboard

Your dashboard has been rebuilt around compliance status cards, so the first thing you see when you sign in is where your organization stands — what’s complete, what’s in progress, and what needs attention. A few highlights:

Bylaws renewal notices — when your bylaws are approaching their renewal date, a banner appears right on your dashboard so the deadline never sneaks up on you.
Accurate membership counts — the membership metric now reflects the current fiscal year, so the number you see matches the members you have today.

Compliance Tasks, Created Automatically

Connect now creates recurring compliance tasks for you. Board Member rosters and Bylaws renewals are generated automatically on schedule and assigned to the right person — no one has to remember to kick off the process. We’ve also made task routing much more dependable behind the scenes: tasks no longer get stuck on steps without an assignee, duplicates no longer appear while a task is moving through review, and a rejected submission now correctly updates the related document’s status.

Reporting Improvements

Government Filing Compliance Report for councils and districts — previously state-only, this report is now available to councils and districts so you can monitor filing compliance for the units you oversee.
Bylaws compliance at a glance — the Compliance report now includes a bylaws compliance percentage, and column headers have been updated for clearer terminology.
A better Bylaw report — council bylaws are now included alongside unit bylaws, and you can filter by entity type (with multiple selections), filter by submission date range, and see each entity’s district number.
Past Due report — now filterable, with new District and Council columns so you can see at a glance where overdue items live.
Missing Document report — the report now correctly honors the document template you select.
Flexible filters — term and fiscal-year filters can be turned off where they don’t apply, and blank filters no longer affect results.
Faster exports — directory spreadsheet exports now run in the background and download when ready, so large exports no longer tie up your screen.

Bylaws

Council bylaws — councils can now generate their bylaws in Connect, including the incorporation addendum for incorporated councils.
Cleaner PDFs — fixed two issues that could cause fields or characters to drop out of generated bylaws PDFs. Documents now render completely, every time.
Smarter form building (state admins) — “Ask When” and “Hide When” conditions are now available on all field types, giving you finer control over which questions appear on generated forms.

Tasks & Team

My Tasks defaults to what needs doing — the task list now opens filtered to items that aren’t done yet, instead of only “pending.”
Clearer assignee picker — when assigning a task, the dropdown now shows each person’s organization level and role for the current term, so you can be confident you’re picking the right person.
Official names everywhere — units are now displayed and sorted by their official legal name, so lists and directories match your charter records.
Better directory search — searching board members now matches partial names, and removed board members no longer appear in results.
Smoother invitations — expired invitations now show a clear, friendly message with next steps, invalid email addresses are flagged on the form instead of failing silently, and revisiting your onboarding link shows you what’s already set up.

Payout Setup

If your organization’s mailing address is a PO Box, the payout setup form now collects a separate street address for banking — preventing verification hiccups when connecting your bank account.

Under the Hood

We also shipped dozens of reliability, security, and performance improvements — including stronger file-access protections, better email deliverability, and infrastructure upgrades that keep Connect fast and stable as more state PTAs come on board.

As always, if you have questions or feedback, reach out at support@futurefund.com — we’d love to hear from you!