[November 2019] Upgrading to the New Release

The November 2019 release is live and we’re excited for TaskRay customers to experience the benefits of the new features that are included. This article will explain some of the major enhancements and provide some tips on how you can start incorporating them into your organization’s workflow.

Enable Enhanced Modal Layouts

Enhanced Modal Layouts adds a record detail interface to TaskRay that’s more consistent with Salesforce Lightning Experience. Enhanced Modal Layouts rely on standard Salesforce Page Layouts instead of Field Sets, so you no longer need to configure a Field Set to choose which fields are displayed on Projects and Tasks. Now, an administrator can simply edit the relevant object’s page layout. Plus, the ability to incorporate things like collapsible sections that can span 1 or 2 columns provide a nice organizational improvement for end users:

Switching to a brand new primary user interface can be a big change for users. To help ease into the new interface, we’ve provided an option to test this new feature before enabling the setting for your entire organization. System admins have the option to personally opt in to Enhanced Modal Layouts so they can try it out for themselves before making the decision to turn it on for all users:

After opting-in, admins will have the option to revert back to the classic Field Set-based layout:

Once you’re ready to enable Enhanced Modal Layouts for your organization, follow these steps to enable the relevant custom setting:

1. From Setup, navigate to:
   • Lightning: Custom Code | Custom Settings
   • Classic: Develop | Custom Settings
2.  Click Manage next to TaskRay Global Settings.
3. Check the Enhanced Modal Layouts checkbox.
4. Click Save.

Start Using the My Work Lightning Component

The My Work View is a centralized place where you can view and manage all of the tasks and checklist items that are assigned to you, similar to a personalized to-do list. This view is now included as a My Work Lightning Component, allowing your users to manage tasks and assignments from wherever they work in Salesforce - whether on a browser or a mobile device.

The My Work Lightning Component can be included virtually anywhere in Salesforce: on Record Pages, Home Pages, App Pages, or even in the Utility Bar of a Lightning App. That said, before jumping right in and adding the component to different pages in your Salesforce instance, it’s a good idea to take stock of where your users are already working in the environment.

For example, do your Customer Success Managers that use TaskRay spend most of their time in Salesforce working directly on Account records? If so, adding the component to their Account record pages would almost certainly help them be more efficient in the system:

Or do you have users that are consistently assigned work in TaskRay that gets executed in the field or on-site with customers? It’s a good bet they’d benefit from access to My Work while using Salesforce Mobile on their phones:

Consider Adding Multiple Ways to Complete Tasks

Until now, TaskRay Tasks could only be completed by selecting the final value in the List picklist. By default, that value is ‘Finished’, which works great for basic use cases to complete tasks. But over the years, we’ve learned that not every project is executed the same in TaskRay. Especially in the context of customer onboarding, tasks that come from a template aren’t always applicable to a given project. Maybe the training meeting that you planned is no longer needed because your customer watched a webinar and learned the material ahead of time. Now that TaskRay supports multiple ways to complete tasks, you could add a value of ‘N/A’ to the List picklist, configure it to complete TaskRay Tasks, and establish a more flexible set of options for users to accurately categorize and complete their work.

To do this, simply create a new picklist value for the List field on the TaskRay Task object. Then navigate to the Admin tab of the TaskRay Tools & Settings menu and enable the Completes Task setting for the new value:

Not everyone needs multiple ways to complete tasks, but if you take a look at how projects are being executed and how work is being completed in TaskRay by members of your organization (Template Performance View is a great place to start) and are able to identify opportunities to give users more accurate ways of categorizing and completing their work, this is a great way to add some flexibility to their workflow.

Explore the Project Insights Tab

We’ve brought the informative power of the Insights tab, previously only accessible from the right sidebar, directly into the TaskRay Project details so that the most important information about project status and performance is even easier to manage and track.

The Overview tab is great for visualizing the status of projects, easily identifying bottlenecks that might be delaying progress, and understanding the current workload and distribution of tasks across the team:

The Charts tab can be used to measure and track key onboarding project metrics at the individual project level:

You can also export either view in the Insights tab to keep project stakeholders that might not always be working in Salesforce or TaskRay updated on things like project progress, milestone completion, and key onboarding metrics.