Time - Settings: Custom setting that toggles time on or off. May be set as org default as well as by profile and/or user.
Time - Quick Add: Quick add time entry including date, hours, notes, and billable checkbox from task card in Kanban & Row views.
Time - Object & Tab: New time object (master/detail relationship with TaskRay Tasks). Object includes default page layout, compact layout, and two list views. Time tab will be default off for users as all time functionality can be accessed via TaskRay tab, but it is available for use in standard Salesforce interface.
Time - Time Tab: Time tab in TaskRay in task detail to view, add, edit, and delete time entries for task. New time fields include association to a TaskRay Task, Date, Hours, Owner, Billable, and Notes.
Time - Timesheet: Timesheet view accessed by Time tab in right sidebar. Timesheet allows you to view, add, edit, and delete time entries for a particular week.
Time - Timesheet: Bulk add selected week’s time entries for an existing task or associate a new task.
Time - Timesheet: Change timesheet user to view other user’s timesheets.
Time - Timesheet: In Timesheet view, scroll through weeks, use datepicker, or Today function to quickly navigate to desired timesheet.
Time: View Timesheet button available in standard Salesforce interface to direct user to timesheet view in TaskRay.
Time: Nine new default reports for managing time entries.
Task & Project Detail: New Estimated Hrs & Actual Hrs fields. Estimated hours is a numeric field that roll-ups as a sum in the project. Actual hours are a sum of all time entries for a task and rolls up to the task as well as the project. Please note the roll-ups stop at the project and do not roll-up through an entire project/sub-project hierarchy.
Task: New Action to Log Time to allow for easy time entry from the standard Salesforce interface as well as Salesforce1.
Task Clone Automation: New invocable Apex for cloning a task easily accessible in Process Builder.
Checklists: New tab for existing Checklist Items object. Object includes default page layout, compact layout, and two list views. Checklist Items tab will be default off for users as functionality can be accessed via TaskRay tab, but it is available for use in standard Salesforce interface.
Checklists: In Checklists sub-tab within Task Detail, checklist items now hover mini-page layout with one-click to open the record in a new tab. Mini-page layout can include custom fields (e.g. checklist deadline).
Checklists: Quick add time directly from checklist item line. While time is recorded on the task, the checklist item name will by default be included as a note on the time entry.
Templates: New template checkbox and Template Project filter. This can be referenced in validation rules to prevent template editing.
Filters: My Tasks + Checklists is now My Tasks + Open Checklists and only includes tasks where user is the owner or has an open checklist item.
Filters: Resolved issue where TaskRay would not load if you no longer had access to a record type filter you previously had access to.
Checklists: Adjusted the 'x' placement to remove a checklist assignee.
Hovers: Fixed issue preventing the View/Edit buttons from working on object link hover.
Checklists: Fixed issue where x icon to clear assignee was not accessible.
Plan View Print: Overdue tasks and milestones are now red on print version of plan view.