[March 2021] Release Notes (Major)

March 2021

Spreadsheet View

[Standard & Premium Editions]

  • Added to All Work as a new tab, a new view that allows users to quickly create, sort, and make bulk edits to tasks.
  • Added a new toolbar for this view:
    • A quick find to search for tasks by keyword.  
    • An undo button to undo operation(s) that have been completed while on the page (without navigating away or refreshing).
    • New trashcan feature for single or bulk deletes. 
    • Button to refresh the data in the view. 
  • Added ability to select and view unlimited columns in this view. 
  • Added warning modals before bulk updates and deletes. 

On-Hold Projects

[All Editions]

  • Added the ability to mark projects as "on-hold", removing them from All Work views, in a separate bucket from "archived" projects. 
  • Added two new fields to the project: On-Hold checkbox, On-Hold Date (automatically populated when a project is put on-hold).
  • Added a new 'Resume' button to the project modal to return a project to active. 
  • Added a new standard board filter 'On-Hold Projects'.

Time Enhancements

[Standard & Premium Editions]

  • Added a new picklist field 'Default Time Type' to the task. 
    • Surfaced field in Template Hub task editor. 
  • Added support for defaulting time entries as billable, from anywhere in the TaskRay UI, based on the value populated in 'Time Type Default' for the related task. 
    • Added support for defaulting time entries as billable, if the custom setting value for the org default time type is set as such, when the task field is null. 
  • Added new roll-up calculations for 'Actual Billable Time (hrs)' and 'Estimated Billable Time (hrs)' at the project level. 
  • Added new roll-up calculations for 'Actual Billable Time (hrs)' and 'Estimated Billable Time (hrs)' at the task group level. 
  • Added new roll-up calculation for 'Actual Billable Time (hrs)' at the task level.

Miscellaneous

[All Editions]

  • Added new methodology for loading board info, to support loading large amounts of data.
  • Added support for multi-tab use of TaskRay. 
  • Added ability to select and view unlimited columns in Portfolio and Plan views. 
  • Updated predecessor incomplete validation rule.
  • Removed support for legacy dependencies. 
  • Removed support for Internet Explorer 11 (IE11) browser. 
  • Made a change such that archived template tasks will not be cloned/stitched into projects. 

Bug Fixes

[All Editions]

1.902

  • Fixed an issue where Task Groups weren't collapsing consistently in Plan View. 
  • Fixed an issue where Task Group name did not appear in modal header. 
  • Fixed an issue that was incorrectly adding supplemental permissions to users with standard TaskRay access given via permission set groups. 
  • Fixed an issue where Clone Operation Complete boolean was set to true prior to Source Record ID population. 

1.903

  • Fixed an issue where the Chatter tab was displaying on the task group modal in external sharing. 
  • Fixed an issue with the background color of Template Hub in console. 
  • Fixed an issue with the formatting of the MyWork lightning component.
  • Fixed an issue where the MyWork lightning component used non-contextually would infinitely load, if 6+ tasks were present in a single grouping. 
  • Fixed an issue with the new features alert modal in contextual lightning component. 

1.904

  • Fixed an issue where contextual board component would load all tasks, if a lookup relationship to the contextual object was not present on the taskray task. 
  • Fixed an issue in enhanced modals where inline editing resulted in a page refresh. 

1.905

  • Added an action to return to default view if an error occurs when fetching data. 

1.906

  • Bug Fix: Clone Project (and async) PB/Flow Invocable Action now populates source field on project as it did before 1.901
  • Bug Fix: New Actual Billable time incorrectly rolling up time on task group and project
  • Bug Fix: Pending Actions tab set display under checklist component
  • Release Enhancement: Performance View now has 15MB error handling -> Incremental query
  • Pending Action: Fixed Pending Action due date off by 1 error
  • Pending Action: Fixed Pending Action UI Tab Formatting issue

1.907

  • Bug Fix: Enhanced modals owner change not triggering email notification
  • Bug Fix: Checklist Items
    • Checklist Item opening for edit if you click a link
    • Checklist items cannot be opened/deleted if you delete all text and cancel
    • Checklist item strings can overflow container
    • Cancel failing to clear previous edit in Checklist Item
    • Checklist Group name edits remain after cancel
    • Checklist item with no content populates with record id
  • Bug Fix: Task Cloning with Enhanced Modals was previously failing to clone checklists and checklist items
  • Bug Fix: New Task cancel click caused error in picklist field
  • Bug Fix: Pending Interviews
    • Missing Icons
    • Sub tab blank after > 1 view
  • Bug Fix: Template Hub Checklist Items could not be reordered
  • Bug Fix: If typing in Record Type enabled plan view quick add, the plan view could scroll as you type more
  • Bug Fix: Spreadsheet View
    • Adding fields to view could result data for new field not being pulled
    • Picklist values not being filtered by record type
  • Bug Fix: On-Hold Projects appeared in Projects component when used contextually
  • Bug Fix: Enhanced Modals- Percentage field values do not show in page layout edit mode
  • Bug Fix: Checklist app component won't let you add items
  • Bug Fix: Contextual Board component does not load
  • Bug Fix: Navigating to performance tab deselects projects in all work

1.908

  • Bug Fix: Spreadsheet View: Non-contiguous multi cell edit not working

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