December 2017 1.640 - 1.663
- TaskRay Toolbar: The toolbar now contains two tabs: Portfolio and Work, which are used to organize all of the View and Action icons by relevance.
- Project View: New TaskRay view: the Project View. Displays projects and task groups in a list format with default configurations that show Name, Start, Progress (bar), End, and Owner.
- Project View: Header for the new view. Includes a Project Filters menu to change the list of projects on the page, as well as buttons for creating a new project, exporting, and configuring the columns for displaying information on the board.
- Project View: Single Project Search option in the Project Filters menu, which can be used to find and select a specific project to be viewed on the board.
- Project View: Header for the list of projects for displaying the names of the columns, sorting the list of projects in ascending and descending order within the columns, and resizing the columns.
- Project View: Functionality to edit field values for projects using the new Project View.
- Project View: Ability to expand project rows to view task group information if it is available.
- Project View: Options for exporting Project View or individual project rows in two formats: CSV and Print.
- Project View: More Actions menus have been made available on all project and task group rows in Project View. The menus contain useful actions for projects and task groups.
- Project View: Added the Favorites stars to all project rows to allow adding projects to Favorites from the new view.
- Project View: Option to display the Progress column as a visual status bar or as text.
- Project View: Search in the TaskRay toolbar modified to filter the list of projects and task groups when in Project View.
- Project View: New tooltips that appear on hover over Text Area fields when those are added as columns to the board. Used to display full contents of the fields.
- Project View: Added checkboxes to all project and task group rows, as well as the list header to control the information displayed in the right sidebar tabs.
Note: The right sidebar uses different data depending on the TaskRay View. In Portfolio (Project View), it uses all tasks (including archived) from the selected projects or task groups. In Work (Kanban, Row, Plan, Calendar Views), it only uses the filtered (visible) tasks.
- Right Sidebar: New tab in the right sidebar: the Info tab. Includes two sections: Insights for displaying project health metrics and Charts for comparing task data.
- Right Sidebar: Added a badge that appears on the Info tab when project or task group selections are made in Project View.
- Right Sidebar - Snapshot: Pane in the Info tab that displays quick project metrics, such as task distribution by status list, overall progress, as well as the number of blocked tasks, overdue tasks, and tasks at risk.
- Right Sidebar - Milestones: Pane in the Info tab that displays all milestones, including their dates and statuses.
- Right Sidebar - Tasks At Risk: Pane in the Info tab that lists tasks that are either in a schedule conflict or are overdue.
- Right Sidebar - Tasks By Team Member: Pane in the Info tab that displays how tasks are distributed across team members for different status lists.
- Right Sidebar - Insights: Settings menu that allows to show or hide any of the Insights panes in the sidebar.
- Right Sidebar - Charts: New charting functionality for task data using the following chart types: Bar (Vertical), Bar (Horizontal), Donut, Pie, and Line.
- Right Sidebar - Charts: Added a summary table that lists all values from the configured chart.
- Right Sidebar - Insights and Charts: Functionality to export the Insights and Charts tabs for printing.
- External Sharing: New functionality to designate TaskRay projects to be available for external sharing via Salesforce public sites. Provides read-only access to the designated projects in Plan View.
- Customer Community: TaskRay is now available to work with Customer Community licenses.
- External Permission Sets: Added two new permission sets that are specific to TaskRay Community users: TaskRay External - Standard Access and TaskRay External - Read Only Access.
- Field Labels: Updated some field labels on project, task group, and task objects for consistency. For all objects, Project Start/Task Group Start/Start Date changed to Start, Project End/Task Group End/End Date changed to End, and Completion Percentage changed to Progress.
- Clone Around Milestones: On all clone actions, the milestone scheduling option now lists milestones in the order of how they are scheduled in the original project or task group that is being cloned.
- Add Task Group: New option in the Add Task Group window that allows changing the placement of the new task group within the project. Additionally, the Task Group More Actions menu now also has options to quickly place the task group as first or last in the project.
- Custom Tabs: Provided the ability to add custom tabs to Project and Task Details panes to reference other installed apps.
- Project Filters: Made two additional standard project filters available for Board Filter Setup and Power Filter: Templates and Favorites.
- Salesforce Mobile: Added the functionality to change project and task owners on the TaskRay app in Salesforce for mobile.
- Timesheet: Added a Total row to the Timesheet tab to display a sum of hours logged per day.
- Quip + TaskRay: A Quip tab will now appear on Project and Task Details panes for linking documents if Quip Connect for Salesforce is installed in the org.
- Quip + TaskRay: Provided a custom setting to show or hide the new Quip tab from Project and Task Details.
- Plan View: Fixed inconsistencies with the cursor focus in Plan View for adding new tasks and task groups.
- Board Filters: Resolved the issue with board filter sharing and the option to share filters with public groups. Filters can now be shared with public groups that are defined using roles.
- Archiving Tasks: Fixed a bug where archived tasks adjusted task group dates.
- Override Project Schedule: Fixed a bug where Override Project Schedule could not be checked if the task’s Business Duration was empty.
- Classic TaskRay Home Page Component: Added a Task Group column.
TaskRay Lightning Components
- TaskRay Projects: Provided a Project Filters menu to filter the list of visible projects in the component. Includes standard and custom project filters.
- TaskRay Projects: Updated the look and feel of the component, included task group information, and added a section to display the number of tasks that are in a schedule conflict (if any).
- TaskRay Projects: For orgs with time tracking enabled, the component will now display a section with Estimated Time and Actual Time.