January 2025 (Released 2025-01-28)
Template Sync Beta
Template Sync is currently in a closed beta. Beta participants get early access to the feature and the chance to influence its functionality. If you are interested in learning more about Template Sync and if you'd like to receive future updates about the feature, submit our interest form.
Template Sync is currently in a closed beta. Beta participants get early access to the feature and the chance to influence its functionality. If you are interested in learning more about Template Sync and if you'd like to receive future updates about the feature, submit our interest form.
Template Sync
- A new feature that automatically updates in-flight projects when source templates change, streamlining processes and minimizing the manual effort required to implement changes on active projects.
- New Object
- TaskRay Template Sync Log
- New Fields on Principal Template
- Enable Template Sync
- Last Sync Date
- New Field on TaskRay Principal Version
- Last Sync Date
- New Fields on TaskRay Project
- Template Sync Opt Out
- Last Synced Version
- New Field on TaskRay Task Group
- Last Synced Version
- New Field on TaskRay Task
- Last Synced Version
- New Field on TaskRay Checklist
- Last Synced Version
- New Field on TaskRay Checklist Item
- Last Synced Version
- New Custom Setting
- Template Sync Eligible Task List Values
- New Object
- Added a new page to Configuration Hub for Template Sync
- Added a new custom permission to access the Configuration Hub page, included in the TaskRay - Template Manager Access and TaskRay - Admin Access permission sets
- Added a new Project Modal tab for Template Sync
- Added a new custom permission to access the tab, included in the TaskRay - Project Manager Access, TaskRay - Template Manager Access, and TaskRay - Admin Access permission sets
- New supplemental permission set for the January 2025 release features