[July 2025] Release Notes

 

New Features  🎉
The features described in this article are part of the July 2025 Release. TaskRay will be automatically upgraded to this version in sandbox and production instances on the following dates:

  • Sandbox: July 1
  • Production: July 15


This version of TaskRay will be available on the AppExchange on July 15.

 

Template Sync

With the July 2025 release, Template Sync is now GA! Template Sync automatically updates in-flight projects when source templates change, streamlining processes and minimizing the manual effort required to implement changes on active projects. For information on how to activate Template Sync, contact your customer success manager or success@taskray.com.

  • New Object
    • TaskRay System Settings
  • New fields on TaskRay System Settings
    • Template Sync Fields
      Template Sync Delete
  • New field on TaskRay Template Sync Log
    • Version Number
  • Permissions
    • New custom permission for TaskRay Template Sync
      • Included the new permission in the TaskRay - Template Manager Access permission set
    • Restricted Template Sync configuration access to the TaskRay - Admin Access permission set
  • New Template Sync Details report
  • Added the ability to report on pending and completed syncs from Template Hub
  • Added the ability to determine if template records should be deleted from projects
  • Added the ability to define which fields are eligible for template updates
  • Added the ability to sync a project ahead of schedule or re-sync a failed attempt
  • Updated how the location is determined for new template tasks added to a project

For more information on packaged components for Template Sync, check out the January 2025 Release Notes.

 

Kanban Groupings

The July 2025 also introduces additional grouping options for new Kanban. In addition to Task Group, you can now group new Kanban by other key data points such as Task Owner, Priority, and Project. 

 

Miscellaneous

  • New supplemental permission set for the July 2025 release features
  • Updated apex classes
  • Updated dependencies and libraries

 

Bug Fixes

  • Resolved an issue where the All Work tab in TaskRay was not available when users only had access to one view
  • Resolved an issue where adding a predecessor task from the task modal did not work
  • Resolved an issue where logging time from a checklist item did not work
  • Resolved an issue with My Work when a user did not have edit access to the task Estimated End Date field
  • Resolved an issue where the Resource Planner date filter did not work with certain locales

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