[OCTOBER 2021] RELEASE NOTES (MAJOR)

October 2021

Note: All product editions receive the same managed package of TaskRay, and thus the same metadata. Although some features will not be accessible by all editions, the backend architecture of the features will be present in all instances of Taskray. For more information about which features your product edition has access to, please visit the October 21 Release Features Matrix.

Flux Capacity is a separate managed package, which is included in the TaskRay Premium Edition. All new Flux metadata is separate from the TaskRay managed package, and will only be upgraded in environments with Flux Capacity installed.

Enhanced Filtering

Important! The October 2021 release introduces a new filtering mode - Enhanced Filtering - this mode creates another level of filtering, a brand new left sidebar, and an improved filter assignment & creation experience. In order to start using this functionality, existing customers will need to configure new filters and enable enhanced filtering for their org - the Transition Assistant is a great place to start the migration.

Existing customers will have 1 year to move to Enhanced Filtering, at which time Classic Filtering will be deprecated. New customers who have installed TaskRay after November 6, 2021 will be defaulted onto the new Enhanced Filtering mode.

New Flex Filter Set object, master to Flex Filter object.
New Flex Filter object, detail to Flex Filter Set object, with custom fields:
- API Name of Flex Filter Field
- Custom Name (Premium Only)
- Flex Filter Parent Object
- Flex Filter Set
- Object of Flex Filter Field
- Sort Order
New Flex Filter Share object, with custom fields:
- Flex Filter Set
- Standard Flex Filter
- TaskRay Group
- TaskRay User
New custom fields on Board Power Filter object:
- Enhanced Filtering
- Board Filter Description
- Project Filter (Default Only)
New customs field on Board Filter object:
- Enhanced Filtering
- Used in Board Filter
New custom setting field in TaskRay Global Settings:
- Enhanced Filter Mode
Improved user experience in Board Filter & Project Filter modals
- Relative date range selection UI
- Updated and streamlined modal interface
- Support for null filtering
New Flex Filter Set modal
New assignment tables for managing & assigning Board Filter, Project Filters, and Flex Filter sets
- Support for the following actions:
  - New assignee
    - Added support for assigning filters to new assignee types:
      - Org-wide
      - Roles and Subordinates
      - Individual Users
    - Top-down inheritance of filters upon assignee add
    - Default 'My Projects' filter assignment for Board/Project Filters
    - Default 'Standard Flex Filter Set' assignment for Flex Filters
  - Remove assignee
  - Custom filter actions
    - New filter
    - Duplicate filter (Board & Project Filters only)
    - Edit filter
    - Delete filter
New custom permission 'Enhanced Filtering Admin', added to TaskRay Admin permission set
Removed 'Filters' menu item from Tools & Settings for users in Enhanced Filtering mode
Improved user experience in the All Work left sidebar, with new Enhanced Filtering functionality
- New combobox for selection of available filters
  - Support added for hiding combobox for users with only 1 assigned Board Filter
  - Support for filter descriptions, surfaced in info icon
- Project selection data - total projects available and selected
- Flex Filter component
- Dual-scrolling left sidebar pane
- Added ability to launch or dismiss transition assistant
- Removed Project Record Type selector
- Sticky project search, select all, deselect all options
New Standard Board Filters
- All Projects
- Projects I Own
- Completed Projects
- In-Flight Projects
- Forecast Projects (Flux customers only)
New Standard Project Filters
- Project I Own
- Forecast Projects (Flux customers only)
New Standard Flex Filter Set
New custom setting field in TaskRay Global Settings
- Default Flex Filter Set - stores the ID of the org-wide default Flex Filter set
Updated Project Filter combobox in Portfolio View
Updated in-app guidance/tour to reflect enhanced filtering features.
Improved backend for surfacing standard Board Filters with scopes.

Task Weighting Modes

New custom setting field in TaskRay Global Settings
- Task Weighting Type
- Custom Task Weighting Default
New Tools & Settings tab for Task Weighting configuration
- Inputs update 'Task Weighting Type' and 'Custom Task Weighting Default' in TaskRay Global Settings.
New button to trigger batch recalculation of completion percentages for in-flight projects, after changing task weighting modes.
New custom permission 'Define Task Weighting', added to TaskRay Admin Access permission set.
Added time-based task weighting mode & supporting architecture, to calculate Project & Task Group progress based on Estimated Time (hrs) on TaskRay Task.
New field 'Custom Task Weight' on TaskRay Task object
- Added to Template Hub
New field 'Task Weighting Type' on TaskRay Project object
- Added to Template Hub
New custom setting field in TaskRay Global Settings
- Custom Task Weighting Default
  - Controls what value is applied for null Task Weights when Custom Task Weighting is enabled.
Added custom task weighting mode & supporting architecture, to calculate Project & Task Group progress based on 'Custom Task Weight' on Task, as defined by the user.

Ongoing Task Progress

New field on TaskRay Task object:
- Ongoing Task Progress Type
  - Added to Template Hub
- Ongoing Task Progress Percent
Added time-based ongoing task progress mode & supporting architecture, to calculate Project & Task Group completion as actual time is logged against a Task.
Added custom ongoing task progress mode & supporting architecture, to calculate Project & Task Group completion based on 'Ongoing Progress Percent' on Task, as defined by the user.

Advanced On-Hold Projects

New fields on TaskRay Project object:
- Current On-Hold Duration (days)
- Number of Times On-Hold
- Previous On-Hold Duration (days)
- Total On-Hold Durations (days)
New 'On-Hold History' detail object to TaskRay Project, with fields:
- TaskRay Project
- Active On-Hold History Record
- Duration (days)
- On-Hold Reason
- Notes
- On-Hold Date
- Resumed Date
- Held By
- Resumed By
New TaskRay Project Modal tab, conditionally appears if user is on Premium edition, has FLS read access to On-Hold boolean, and tab is not excluded from user's view.
- 'On-Hold' with 'Hold' and 'Resume' buttons
- Conditional Notes & Reason inputs for currently on-hold projects
- Conditional Details table for projects with on-hold history
Added supporting architecture to create/update on-hold history records.
Added new custom report type: Projects with On-Hold History records.

Modal Tab Configuration

New custom setting fields in TaskRay Global Settings:
- Excluded Project Tabs
- Excluded Task Group Tabs
- Excluded Task Tabs
Added supporting architecture to allow standard & custom tabs to be excluded hierarchically or by org.

Advanced Scheduler

Changed behavior of tasks where Lock Dates = TRUE, such that their dates can be overridden in manual and bulk modes.
Changed the confirmation modal to highlight which tasks' dates are designated as Lock Dates = TRUE.
Added a new scheduling popover to control handle selection and shifting of tasks in bulk mode.
Added a new persistent 'Start Date & Estimated End Date' column with new scheduling popover.
Removed the middle selection slider in bulk mode.
Changed the default date selections in bulk mode as follows:
- Scheduled, in-flight projects: Start Date selection will default to the earliest incomplete task's start date, and End Date selection will default to the latest incomplete tasks's end date.
- Scheduled, complete projects: Start Date selection will default to the start date of the project, and End Date selection will default to the end date of the project.
- Unscheduled projects: Start Date selection will default to today, and End Date selection will default to 1 week from today.
Changed default task selection behavior such that completed tasks will be excluded from modifications.
Updated in-app guidance to include new features.

Flux Planner Contextual Component

The November 2021 release introduces a new Flux Planner Contextual Component for Projects and Tasks. This makes the Flux Planner UI, released in March 2021, accessible on specific records to help Resource Managers and PM’s understand the workload involved on a specific Project or Task, and take reassignment action if necessary.
ACTION IS REQUIRED to begin using the new contextual component.
- The Flux Planner component is securely accessed by only Users with:
  - Flux Capacity license AND The necessary permission set(s)
  - You MUST assign users the Flux Planner Viewer permission set to be able to access the contextual component on Projects; this permission set grants users read-only access to the UI.
- Additionally, users must have BOTH the Flux Flux Planner Viewer AND Flux Planner Admin permission sets to be able to access the contextual component on Tasks and to reassign Tasks via the contextual component on Projects and Tasks.

Flux Planner Enhancements

New and enhanced filters and summary settings
- Filter panel reorganized into ‘Resource Filters’ and ‘Project Task Filters’ groupings to make filters more intuitive
- New Task Type filter: This gives you control to display one of the following sets of Task data in the Flux Planner. NOTE: This does NOT control the Resource summary row stats. That is controlled separately via the ‘Resource Summary Based On’ setting.
  - All: Allocation = True or False
  - Allocation: Allocation = True
  - Work: Allocation = False
New Resource Summary Based On view setting: With the same selection options as the Task Type filter, this setting controls which Tasks are included in the Resource summary row calculations, regardless of which Task Type filter you may have applied.
New Time Type filter: This gives you control to display one of the following sets of Task data in the Flux Planner. NOTE: This DOES control the Resource summary row stats as well.
- All: Default Time Type = Billable, Non-billable, <blank>
- Billable: Default Time Type = Billable
- Non-billable: Default Time Type = Non-billable
New control over default filter settings
- Action required to implement this new feature
- Your Salesforce Admin can now configure a default (for all users) via custom settings for the following filters and summary settings. Once these are configured, the Flux Planner will load with these filters/summary settings always set by default. Users can interact with these in the Flux Planner once loaded.
  - Default Resource Summary By
    - Accepted values: Day, Week, Current Range
  - Default Time Types to Include
    - Accepted values: All, Billable, Non-billable
  - Default Resource Summary Based On
    - Accepted values: All, Allocation, Work
  - Default Task Types to Display
    - Accepted values: All, Allocation, Work
New helpful warning messages: We’ve introduced more robust descriptions of the possible causes of Flux Planner loading issues so you can understand why you may not be seeing expected results.
Usability improvements
- Reorganized, compact controls to maximize screen real estate
- Daily column width narrowed to give access to more data with less horizontal scrolling
- Resources without a utilization target (typically, Queues) have been streamlined for a simpler, more relevant display
  - Utilization % removed because it is not a valuable stat (ie. always 100%)
  - New light blue colored summary bar to indicate Resource does not have a utilization target and to differentiate from other Resources
  - Time Away dates now include a new icon for better visual indication of when Resources are out of the office
  - Various performance enhancements have been made to speed load times and interactions within the UI

Flux Advanced Allocation Model

Now you can specify resource allocation at project-level for forecasting intelligence without having to build out a granular work plan up-front. This feature is especially valuable for your agile projects!
New Taskray Task field:
- Allocation (checkbox), default = False
- Allocation Tasks serve as a high-level way to lock-in a Resource on a project for a specific date range and block of hours
- Permission Sets:
  - New permission: Flux Allocation Manager
    - This permission grants Edit access to the Allocation checkbox field on the TaskRay Task object
    - Action required to assign this new permission set to those Flux Capacity users that will manage Allocation tasks
  - Existing permission: Flux Capacity User
    - This permission set has been updated to include View access to the Allocation checkbox field on the TaskRay Task object
Reporting package:
- Existing customers will be able to install a supplemental reporting package (optional) that will include filters for Allocation Tasks
- New reports will also be provided to compare project-level resource allocation to work assigned to determine over/under-use of resources on a project
NOTE: The legacy Flux Capacity Assignment Component is not compatible with the new advanced allocation model because there is not an option to filter by Task Type. A warning message will indicate this and recommend you upgrade to the new Flux Planner Contextual Component if you are using the advanced allocation model.

Flux Time Away Enhancements

Overlapping Time Away dates
- Individual Time Away dates can now overlap company Time Away Plan dates
- Previously, Time Away requests had to be split into separate records to avoid any overlap
- This simplifies the user experience when logging Time Away without impacting the accuracy of capacity deductions
To avoid confusion, we now prevent direct changes to Resource Time Away records associated with a company Time Away Plan. Any changes to planned Time Away should be made on the parent Time Away Plan record to ensure all Resources have equal coverage under the plan.
Fixed a bug where a user could create a Time Away record without start and end dates populated. This resulted in errors when attempting to refresh the Flux Resource and add new Time Away records. With this update, the Time Away Start Date and End Date are both required fields, mandatory at the database level.

Miscellaneous

Added optional parameter to the Board (Contextual) Lightning component, to support admin-defined additional columns.
Created a new Forecast Projects scope for Flux Capacity users to leverage in Board & Project Filters.
Removed Projects where Forecast = TRUE from standard Project scopes.
Added scheduling icon and popover to Plan View.
Removed the 'Resume' button from the TaskRay Project details modal.
Removed 'Save and Next' button from the TaskRay Project creation modal.
Updated the collapse/expand left sidebar experience.
Increased the modal sizes for TaskRay Project, Task Group, and Task modals.
Added a new standard Flux Planner tab to the TaskRay Project and TaskRay Task modals, for Flux Capacity users.
Made the following changes to Template Hub:
- Removed the requirement to complete the steps in a specific order.
- Improved user experience when adding a new Task to a template.
- Removed redirect to home when user activates or deactivates a template.
- Improved the scheduling popover experience.
- Changed the visual indicators for the TaskRay Unassigned queue.
Removed the List filter in Kanban View.
Decoupled the Kanban View column collapse functionality from the List filter.
Improved incremental query experience.
Included Apex CPU timeouts in incremental querying mode.
Removed 'Follow'/'Unfollow' buttons from TaskRay Projects lightning component.
Removed support for standard chatter group project filters.
Optimized the method for getting the day of the week when scheduling tasks.
Removed Project breadcrumbs from Enhanced Filtering and external sharing site.
Updated API versions of Apex classes.
Removed the 'Complete in Timesheet' option from checklist items.
Updated help text in Excluded Views field in TaskRay Global custom settings.
Updated the utilities available in Tools & Settings
- Removed External Sharing and Guest User Access Update Utility.
- Update to text descriptions of utilities.
- Removed 'Resync Project Completion Percentages' utility from Tools & Settings 'Utilities' tab.
Updated sorting in TaskRay projects lightning component.
Updated SLDS.

Bug Fixes

1.928

Resolved an issue where picklist values added as additional columns in Plan View could not be nulled.
Resolved character escape in Board Filter strings.
Resolved Template Hub javascript error when project & task dates were out of sync.
Resolved cloning issue with Canada user locale.
Resolved a stale data issue when switching between tabs in modals.
Resolved an issue with date formatting in specific locales in the TaskRay Projects lightning component.
Resolved an issue with validation rule error messages displaying in the Checklist lightning component.
Resolved an issue with topics in the Advanced Scheduler.
Resolved an issue with the field trickler and external sharing.
Resolved an issue with scrolling in timesheet view.
Resolved an issue with task group open/close state when toggling between manual and bulk mode in Advanced Scheduler.
Resolved an issue opening Project details modals in external sharing.
Resolved an issue with Flow Redirect Action when using the TaskRay Completion Flow in the project modal.

1.929

Resolved an issue with Tools & Settings visibility for non-admin users.
Resolved an issue with enhanced board filters note appearing for experience users.
Resolved an issue when the running user queries against the organization object.
Resolved an issue with incremental querying when no projects have been selected.
Updated Prettier formatting in trTaskBoardController.
Resolved an issue with the on-hold tab in the contextual board lightning component.
Resolved an issue with the Flux Planner tab.
Resolved an issue with the on-hold history table when empty.
Resolved an issue with the calendar icon in the Advanced Scheduler popover.

1.930

Resolved the following visibility issues for communities users:
- Custom board filters did not appear.
- Custom and some standard project filters did not appear.
- Custom flex filter sets did not appear.
Removed Define Task Weighting custom permission from TaskRay Project Manager permission set.
Resolved an issue where project pane selection in the Favorites standard board filter was greyed out.

1.931

Resolved an issue with custom project and task filter naming.
Resolved an issue with starter edition feature access.