New Feature Alert
These features are part of the August 2024 Release, available in Sandboxes on August 6. Existing customers' production instances will be automatically upgraded to the version of TaskRay containing these features on August 20; this is when the release will be available on the AppExchange as well.
Resource Analytics
- A new user interface for insights into your workforce and resource utilization.
- New Visualforce page for Resource Analytics
Forecasting
- A new Resource Management feature that lets organization anticipate and plan for potential future projects based on Opportunities in their sales pipeline.
- New field on TaskRay Projects
- Forecast
- New Forecast parameter added to the following Flow apex actions
- Clone a TaskRay Project
- Clone a TaskRay Project - Async
- Bulk Clone TaskRay Projects (Flow Only)
- Stitch a TaskRay Project
- Stitch a TaskRay Project (Flow Only)
- New filter in the Resource Planner to include Forecast Projects
- New field on TaskRay Projects
Miscellaneous
- New supplemental perm set for the August 2024 release features
- updated apex classes
August 2024 - 1.1005 (Released 2024-08-20)
- Added new packaged flows for Forecasting
- TaskRay Create Project from Template Flow
- TaskRay Create Project from Opportunity Flow
- TaskRay Refresh Forecast Project Flow
- TaskRay Convert Forecast Project on Opportunity Close
- Add a new Refresh TaskRay Forecast Project lightning action
- Added a new flow apex action for Delete TaskRay Projects
- Improved compatibility of collaboration features with platform encryption of Contact fields
August 2024 - 1.1006 (Released 2024-08-27)
- Resolved an issue with Flux Capacity Forecast Project filtering in the main app views.
October 2024 - 1.1007 (Released 2024-10-29)
- Retired External Sharing
- Retired Task Topics
- Retired the TaskRay Email Assistant
- Retired the TaskRay Lightning Components package
- Retired the ability to grant field access without object access
- Retired Box for TaskRay package
November 2024 - 1.1008 (Released 2024-11-06)
- Resolved an issue where Checklists were not created when cloning a Task
November 2024 - 1.1009 (Released 2024-11-20)
- Added the ability to export the Utilization by Attribute and Utilization by Resource charts from Resource Analytics
- Resolved an issue with scrolling in Plan view
- Resolved an issue where the Advanced Scheduler did not grey out non-working days
- Resolved an issue in the TaskRay app where error messages sometimes overflowed the toast
- Resolved an issue with adding time to a task in the Kanban view from the Contextual Board lightning component
- Resolved an issue where the Daily Planner Email was missing task information when the recipient owned a related checklist item
- Resolved an issue where external users could not download files from Digital Experience Sites (Communities)