[MARCH 2022] RELEASE NOTES (MAJOR) – TaskRay

MARCH 2022

EXTERNAL TASK OWNERSHIP & COMPLETION

New feature set designed to allow unlicensed, external users to own and complete TaskRay Tasks for optimal collaboration on TaskRay Projects.
- Fields added to TaskRay Global custom setting:
  - External Owner Hex Code
  - External Owner Custom Logo
  - External Owner Public Site URL
  - External Owner Public Site User
- New fields on TaskRay Task:
  - External Owner
  - External Owner Email
  - External Owner Notifications Enabled
  - External Owner Comments
  - External Owner Complete
  - Formula: Project Name
- Updated TaskRay packaged report types to include new fields
- Tools & Settings configuration page
  - New menu item 'External Owner Completion' with configuration utility
- Visualforce Page and supporting architecture
- Validation rule to require External Owner when External Owner Email is populated
- TaskRay External - Completion Flow Access permission set
- External Owner Completion Screen Flow w/ new Apex invocable action
  - Configured with 'Override default behavior and restrict access to enabled profiles or permission sets'
  - Configured with 'Overridable' set to TRUE
  - API Version 53
- Apex Email alerts
  - Task assignment notification
    - Apex class and supporting architecture
  - Task reminder notification
    - Apex batch and supporting architecture

PUBLIC DASHBOARD

New, optimized version of External Sharing designed to provide more information and context to external stakeholders for optimal collaboration on TaskRay Projects.
- Fields added to TaskRay Global custom settings:
  - Enable Public Dashboard
  - Public Dashboard Hex Code
  - Public Dashboard Additional Columns
  - Public Dashboard Custom Logo
  - Public Dashboard Views
- New fields on TaskRay Project:
  - Public Dashboard Notes
- Updated (re-labeled) fields on TaskRay Project:
  - Viewable in Public Dashboard (previously Available for External Sharing)
  - Public Dashboard Link (previously External Sharing Link)
- Updated (re-labeled) fields on TaskRay Task
  - Viewable in Public Dashboard (previously Available for External Sharing)
- Updated (re-labeled) fields on TaskRay Checklist Item
  - Viewable in Public Dashboard (previously Available for External Sharing)
- Updated TaskRay packaged report types to include new fields
- Updated Tools & Settings configuration page
  - Re-labeled 'External Sharing Links' menu item to 'Public Dashboard Setup'
  - Added supporting items for optional configurations
  - Added call-to-action migration path for orgs on External Sharing to migrate to Public Dashboard
- Updated Visualforce Page and supporting architecture
  - New To-Do View to show External Task Ownership
  - New toolbar with tabset to support multiple views
  - New Notes from Project Team component
  - Updated Insights component
  - Branding header
  - Support for project hierarchy in a single link
  - Additional columns load from custom setting at time of page load

CUSTOMER ONBOARDING FEEDBACK FLOW

New instance of Customer Onboarding Feedback Flow
- Apex action built into flow
- Configured with 'Override default behavior and restrict access to enabled profiles or permission sets'
- Update to TaskRay External - Forms Access permission set to include access to new flow instance
- Configured with 'Overridable' set to TRUE
- API Version 53
Updated Tools & Settings page
- Onboarding Feedback Forms utility now shows opt-in to new flow instance for those using the existing flow
- New guidance on overriding the packaged flow with a customized instance

ENHANCED FLUX PLANNER

New, optimized version of the Flux Planner to handle larger data volumes and to provide faster overall performance.
- Redesigned filters and view settings in a new, consolidated side panel. Users will now have access to configure any/all filters and view settings in one step and then apply changes before the page loads.
- Single-step comprehensive filter experience to include timeframe and view settings so user can configure all settings and only wait for loading 1 time
- Introduced new “page processing” messages when current filters may result in long load times. This will help set expectations with users when working with larger data volumes and also offer an option to refine filters to speed page load.

FLUX PLANNER CONTEXTUAL COMPONENT

The Enhanced Flux Planner improves the experience when working in Project or Task context by giving users the ability to apply a date range filter.
- Users will be able to interact with the timeline’s date range to shrink focus and speed performance. The date range will still default to the date range of the Project or Task being worked with.

MISCELLANEOUS

Deprecation of TaskRay Slackbot
Enhanced cloning performance improvements related to CPU time
Updated remaining Apex classes to API version 51.
Suppressed Project Team email notification for site guest users.
Conditional red badge & supporting enablement on Tools & Settings for those who need to upgrade:
- External Sharing to Public Dashboard
- The old instance of the Customer Onboarding Feedback Flow to the new instance.
Optimized didTaskFieldChange and didSobjectFieldChange apex methods to perform direct comparisons
Deprecated TaskRay Global Custom Setting TASKRAY__trOnboardingFeedbackFlow__c
Changed vertical alignment of collapse/expand icon in TaskRay app left sidebar
Updated Flex Filter keys for optimized add/remove/sort behavior
New supplemental permission set for March 2022 release features
Removed application support for Salesforce Professional and Essentials Edition.

BUG FIXES

Resolved an issue with controlling and dependent picklist value sets in Enhanced modals
Resolved an issue with rich text formatting in edit and save modes in Enhanced modals
Resolved an issue with task date pickers when using 'Lock Dates'
Resolved an issue with bulk insertion of time entries
Resolved an issue with dependent picklists when dependencies are updated as a result of an update in Spreadsheet View
Resolved an issue with logging time from the daily planner with German user locale
Resolved an issue with using drag and drop to move checklist items between checklist groups when target group is collapsed
Resolved an issue with multi select picklists in edit mode of enhanced modals
Resolved an issue with validation rule errors in the plan view UI
Resolved an issue with the snapshot lightning component's progress calculation when time-based task weighting was enabled
Resolved an issue in enhanced modals with read only users where record types appeared as editable
Resolved an issue in Template Hub with project lookup data on the task and task group while in create mode
Resolved an issue in Template Hub with creating specific dependency types
Resolved an issue with External Sharing/Public Dashboard where the page reloaded after adding a single column to the gantt chart
Resolved an issue with the stitching action that incorrectly required scheduling parameters
Resolved an issue with saved dependent picklist values not being displayed when controlling picklist value was changed

PATCHES

1.946

Resolved an issue where Template Hub links fail to load details section in the structure step

1.947

Resolved an issue where a community user could not clone a template
Resolved an issue with the Public Dashboard where sub-projects did not show
Resolved an issue with the Public Dashboard where custom logos were pixelated
Added the ability to preview custom branding for the Public Dashboard and External Owner Notification Emails in TaskRay Tools and Settings

1.948

Resolved an issue with the Public Dashboard where changes in column configurations were not reflected on the site
Resolved an issue with the Public Dashboard where users were blocked from the site upon refresh