[September 2025] Release Notes

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

  • Sandbox: September 23
  • Production: October 7


This version of TaskRay will be available on the AppExchange on October 7.

 

Flexible Kanban & Rows Layout

The September 2025 Release introduces Flexible Kanban Layouts, allowing users to switch between the traditional columns-based Kanban board and a streamlined row-based task list. The Kanban experience is further enhanced with new controls for grouping and visualizing work, providing users with even more flexibility to adapt their TaskRay workspaces to match the way they naturally work.

  • Added a new control to Kanban to switch between different board layouts: Columns (traditional Kanban) and Rows.
    • Added a new Rows Layout, which allows visualizing tasks in a row-based single column.
  • Enhancements to the Group By functionality in Kanban:
    • New options for grouping: Estimated End Date, List
    • New control to show or hide empty groups
  • Improved the size and refined the layout of the Kanban cards to allow viewing more tasks on the board.

 

Miscellaneous

  • New fields on the TaskRay Resource object:
    • Kanban View Config
    • Plan View Config
  • Packaged TaskRay permission set updates:
    • Relabeled the TaskRay External - Read Only Access permission set to TaskRay External - Collaboration View Access
    • Added a new permission set: TaskRay External - Read Only Access
    • Added a new supplemental permission set for the September 2025 release features
  • Updated apex classes
  • Updated dependencies and libraries
  • New setting in TaskRay Global Settings: PEGE (Do not use - TaskRay Only)
  • New setting in TaskRay Settings: Enable New Plan View

 

Bug Fixes

  • Resolved the issue with TaskRay Collaboration View not displaying default columns.
  • Resolved the issue with editing the Actual Completion Date on tasks in Plan View immediately after they were marked as complete.
  • Resolved the issue with the TaskRay app not loading on Salesforce Winter '26 version

 

November - 1.1029 (Released 2025-11-11)

  • Resolved an issue with the sorting control in Kanban that occurred when the configuration field set included traversed fields
  • Resolved an issue with embedded screen flows not loading in custom tabs within modals

 

 

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