TaskRay MCP
This release includes major upgrades to TaskRay's core infrastructure that expand what you can do with TaskRay MCP. Your AI assistant can now update multiple records at once and work with automations, templates, and resource management, all within your existing TaskRay access. The same upgrades also improve performance across the TaskRay app.
Try prompts like these with your AI assistant:
- "Move all tasks on the Acme onboarding project that are due this week to next Friday."
- "Create a new onboarding project for Initech using our Standard Implementation template, starting October 26."
- "Who on the services team has availability next week for 20 hours of configuration work?"
Groundwork for upcoming releases
The changes below add package components for functionality coming in upcoming TaskRay releases. For more information, contact your customer success manager or success@taskray.com.
Project Team
Updates to the project team to define and track resource requirements, including required skills for projects.
- New field on TaskRay Resource
- Manager
- New fields on TaskRay Team Assignment
- Is Project Role
- Eligible Roles
- Required Skills
- Criteria
- New field on TaskRay Task
- Contributor
- New fields on TaskRay Role
- Is Active
- Project Role Usage Count
- New fields on TaskRay Attribute
- Is Active
- Project Role Usage Count
Project Hierarchy
Improves work structure by introducing defined project levels, nested task groups, and subtasks.
- New custom metadata type
- TaskRay Project Level Setting
- New fields on TaskRay Project Level Setting
- Active
- Display Label
- New TaskRay Project Level Setting records
- Level1 (Program)
- Level2 (Wave)
- Level3 (Track)
- New fields on TaskRay Project
- Project Level
- Project Type
- Task Count
- Completed Task Count
- Total Weight
- Completed Weight
- New fields on TaskRay Task
- Parent Task
- Progress
- Subtask Count
- Subtask Estimated Hours
- Subtask Estimated Billable Hours
- Subtask Actual Hours
- Subtask Actual Billable Hours
- Total Estimated Hours
- Total Estimated Billable Hours
- Total Actual Hours
- Total Actual Billable Hours
- New fields on TaskRay Task Group
- Parent Task Group
- Task Count
- Completed Task Count
- Total Weight
- Completed Weight
- New fields on TaskRay Global Settings
- Enable TaskRay Enterprise
- Hierarchy Rollup Mode
- Renamed the Child Projects related list on TaskRay Project to TaskRay Child Projects
Multi-Account Projects
Enables projects to be linked to more than one Account, and groundwork to break multi-account projects into different workstreams when needed.
- New object
- TaskRay Project Relation
- New fields on TaskRay Project Relation
- Account
- Project
- New field on TaskRay Global Settings
- Enable Multi-Account Projects
- New field on TaskRay Project
- Accounts Count
Templates
Adds template variants, which let one template produce different projects based on criteria, and related Template Sync updates.
- New object
- TaskRay Template Variant
- New fields on TaskRay Template Variant
- Addressable ID
- Criteria
- Is Default
- Order
- Permanent ID
- Scope
- Template Project
- New fields on TaskRay Project
- Template Variant
- Template Variant ID
- New fields on TaskRay Task Group
- Template Variant
- Template Variant ID
- New field on TaskRay Principal Template
- Folder Path
- New field on TaskRay Principal Version
- Variant Criteria Object Type
- New field on TaskRay Template Sync Log
- Sync Reason
- New TaskRay Template Sync Field records
- PROJ-TR_TemplateVariant
- TG-TR_TemplateVariant
- TG-TR_ParentTaskGroup
- TASK-TR_ParentTask
- TASK-TR_Contributor
- TASK-TR_MinimumDuration
- DEP-TR_DependencyMode
- DEP-TR_MinimumLag
- New Flow action
- Swap Project Variant
- New custom permission
- TaskRay Swap Project Variant, included in TaskRay - Admin Access
- Added template variant access to TaskRay - Template Manager Access and TaskRay - Admin Access
- Improved how template import, template export, and Template Sync map lookups between records in the same template
Project Creation
Adds bulk project creation from Flow, with a clone log to track each run.
- New objects
- TaskRay Clone Log
- TaskRay Clone Log Entry
- New fields on TaskRay Clone Log
- Status
- Cancel Requested
- Failure Strategy
- Operation
- New fields on TaskRay Clone Log Entry
- Clone Log
- Status
- Sequence
- Job Id
- TaskRay Project
- Error
- Parameters
- Operation
- New tab
- TaskRay Clone Log
- New report type
- TaskRay Clone Logs with Entries
- New Flow actions
- Build Project Clone Requests
- Dispatch Project Clones
- Updated Flow actions with template variant and project level inputs
- Clone a TaskRay Project
- Bulk Clone TaskRay Projects (Flow Only)
- Stitch a TaskRay Project (Flow Only)
Scheduling
Adds schedule drift tracking on projects and scheduling modes on dependencies.
- New field on TaskRay Project
- Schedule Drift (Days)
- New fields on TaskRay Dependency
- Dependency Mode
- Minimum Lag
- Planned Lag
- New field on TaskRay Task
- Minimum Duration
- Updated the In Schedule Conflict formula on TaskRay Dependency to account for dependency modes
Miscellaneous
- New object
- TaskRay Project History.
- New fields on TaskRay Project History
- TaskRay Project
- Field
- Old Value
- New Value
- Updated permission sets for the new objects and fields.
- Updated Apex classes