Bethany Thorn

[July 2023] Sandbox Testing Tips

1. New in TaskRay
2. July 2023

New Feature Alert! This feature are part of the July 2023 Release and will be available in Sandboxes and on the AppExchange on July 11. Existing customers' production instances will be automaticall...

• Bethany Thorn
• Edited July 11, 2023 20:40
• 1 follower
• 0 comments
• 0 votes

Change the Frequency of the External Owner Reminder Emails

1. TaskRay Guide
2. External Task Ownership & Completion

This feature is available to the following product editions: Standard Premium Additionally, this feature utilizes Salesforce Sites functionality, which is available to Enterprise and Unlimited ed...

• Bethany Thorn
• Edited March 10, 2023 17:52
• 1 follower
• 0 comments
• 0 votes

[MARCH 2022] NEW FEATURES OVERVIEW

1. New in TaskRay
2. March 2022

New Feature Alert! These features are part of the March 2022 Release and will be available in Sandboxes and on the AppExchange on March 19. Existing customers' production instances will be automati...

• Bethany Thorn
• Edited March 19, 2022 14:03
• 1 follower
• 0 comments
• 3 votes

Completing Tasks as an External Owner

1. TaskRay Guide
2. External Task Ownership & Completion

This feature is available to the following product editions:  Standard Premium   External owners can complete their assigned tasks from either of the two email notifications they will receive ...

• Bethany Thorn
• Edited May 30, 2023 20:03
• 1 follower
• 0 comments
• 2 votes

External Owner Completion - How to Customize the Flow

1. TaskRay Guide
2. External Task Ownership & Completion

This feature is available to the following product editions:  Standard Premium The External Owner Completion feature allows unlicensed TaskRay users to complete tasks, and leave comments, which...

• Bethany Thorn
• Edited July 19, 2023 17:33
• 1 follower
• 0 comments
• 0 votes

[MARCH 2022] RELEASE NOTES (MINOR + PATCHES)

1. New in TaskRay
2. March 2022

APRIL 2022-1.949 (Release 2022-04-21) Resolved an issue with the Public Dashboard where internal tasks appeared in Project Insights Resolved an issue with the Public Dashboard where Projects Insig...

• Bethany Thorn
• Edited September 29, 2022 17:10
• 1 follower
• 0 comments
• 0 votes

[MARCH 2022] RELEASE NOTES (MAJOR)

1. New in TaskRay
2. March 2022

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.  Fiel...

• Bethany Thorn
• Edited October 10, 2022 23:21
• 1 follower
• 0 comments
• 6 votes

[OCTOBER 2021] RELEASE NOTES (MINOR + PATCHES)

1. New in TaskRay
2. October 2021

November 2021 - 1.933 (Released 2021-11-10) Resolved an issue with classic board filters with null criteria values.  Resolved an issue with Flex Filters of the picklist data type.  Resolved an iss...

• Bethany Thorn
• Edited April 22, 2022 18:58
• 1 follower
• 0 comments
• 0 votes

Automatically Set Custom Task Weight Based on Checklist Items

1. TaskRay Guide
2. Automations

This feature is available to the following product editions:  Premium Custom task weighting gives you ultimate flexibility in setting your tasks' weights, so that you are in control of how much ...

• Bethany Thorn
• Edited December 22, 2022 22:06
• 1 follower
• 0 comments
• 0 votes

[October 2021] Release Features Matrix

1. New in TaskRay
2. October 2021

The October 2021 Release is full of robust features - use the matrix to see which features you'll have access to with your TaskRay edition. 

• Bethany Thorn
• Edited March 30, 2023 22:07
• 1 follower
• 0 comments
• 0 votes