New TaskRay Version - December Release Schedule

December 2015 Release

TaskRay’s December 2015 release is almost here and it is chock-full of big, big changes! The product development team has been busy working on features to help enhance TaskRay’s enterprise capabilities for project management in Salesforce.

Besides our usual performance tweaks to make TaskRay faster and more responsive, here are the big changes.

Some key features in the December 2015 release include: 

  • Dependencies and Milestones - We have completely overhauled the capabilities of Plan view with new drag and drop dependency capabilities. This means cascading dates, auto-calculated project duration, and it all works with cloning templates. This could be our biggest release news all year!
  • Enhanced Checklists (aka multiple owners!) - Multiple owners for tasks has long been one of our most popular requests. Well, we have finally delivered it and have greatly enhanced our checklist capabilities while were were at it. You can now have multiple checklists per task plus assignees for checklist items which roll up to multiple "owners" on a task.
  • New Row View - Deadline view has been renamed to Row view, but don't be fooled—it wasn't just a name change. We added a new grouping option, even allowing you to group row view by custom fields. But we didn't stop there! You can also mass update your tasks by dragging and dropping them between groups, easily making it one of our most exciting new features.

Dependencies and milestones are here!


Stay tuned for our follow-up blog outlining each feature in more detail.  Click here to subscribe to our blog.

Release Schedule

  • Saturday, December 12th: Automatic upgrade to Sandbox and available on AppExchange
  • Saturday, January 2nd: Automatic upgrade to Production

Live Webinars with Q&A

TaskRay Veteran?

Join us for a look at new features from the December 15 release of TaskRay.

Perfect for existing TaskRay users and teams.

Date: Thursday, Dec 17th  Time: 3 pm PT / 6 pm ET / 10 am AEDT  Register

Date: Wednesday, Jan 6th  Time: 9 am PT / 12 pm ET / 6 pm GMT   Register

New to TaskRay?

Join us for a demo overview of TaskRay and learn how TaskRay project management can help your users quickly track, manage, and communicate all of their work in Salesforce.

Perfect for new users or teams considering TaskRay for their organization.

Date: Wednesday, Dec 16th  Time: 9 am PT / 12 pm ET / 5 pm GMT   Register

Date: Thursday, Jan 7th  Time: 3 pm PT / 6 pm ET / 10 am AEDT   Register

Webinar: How To Integrate TaskRay and FormAssembly

For those who missed the live recording. Here's the webinar about how to integrate Taskray and FormAssembly. 

In this approximately 40 min webinar, you will learn: 
-How FormAssembly & TaskRay integrate to allow for better “work management” across an organization
-How to manage inbound requests with FormAssembly and TaskRay without everyone in the organization having access to Salesforce
-Details about the apps 

For more info check out,

How to Learn Salesforce Lightning and Apex, All at Once!

Today's post is written by Laura Hasemayer, a developer at Bracket Labs. She shares her tips about how to approach developing for Salesforce when you are totally new to it.

I am writing my first post to encourage all the new Salesforce developers out there.  When I was hired at Bracket Labs, I had never heard of Salesforce.  Since then, I have found:

Six months ago I was completely new to Salesforce development, and my "portfolio" of languages included Ruby on Rails and Javascript.  To me, Apex looked like a mix between German and Klingon, with just enough SQL-like syntax to give me some hope.

These four things really helped me succeed with Lightning and Apex:

1.  Salesforce Trailhead Training

Salesforce has made great step-by-step lessons for both Lightning and Apex.  It is well worth the time to go through these courses and get a feel for the look of the code, as well as its capabilities.

2.  A support system

I won the support lotto because I have an amazing Senior Developer who sits less than ten feet from me.  I am pretty sure he knows everything, and that his help and explanations have cut my ramp-up time in half...if not more.  If you are not lucky enough to have your own personal Mike, there are other great resources available:

Being a new language, Lightning documentation is still on the sparse side.  In other words, internet searches yield very few results.  So the Salesforce Developer Discussion Forums and the Salesforce Stack Exchange are the places to go to ask questions and learn from others' mistakes.

Go to Dreamforce.  I went for the first time this year, and was impressed by the variety of developer sessions and innovative Salesforce applications.  Being able to communicate with all levels of developers working on the Salesforce platform was very encouraging.  It was also really cool to see the Lightning component I worked on featured in the developer keynote.

3.  Sometimes you gotta add a <span />

If you are writing in Lightning and an <aura:renderIf> isn't working during a re-render, but you think it should be, add a <span></span> around it.  This took us hours to figure out.  Here is a link to more information on the issue. Issues like these are the tough ones to figure out when there are not a ton of developers using Lightning yet. I would recommend being vocal and communicating in the developer forums, if you believe you’ve found an issue with the framework.

4.  Practice

Learning Lightning and Apex is similar to learning any other language - or really anything else in life.  Practice.  Get back on the horse.  You've seen the motivational posters.  And if you haven't, here are a few to give you the inspiration:

Let's hear from other Salesforce devs out there? What are some of your tips for getting started?

Join Us For A Webinar: How to Integrate TaskRay & FormAssembly

Need to let people without Salesforce access create TaskRay tasks?

Join us on Wednesday November, 18 at 9:30 a.m. PST to learn how to create a FormAssembly web form anyone can fill out and have tasks automatically created in TaskRay.

Darren Geary from Bracket Labs and Peter Bernardi from FormAssembly will be leading the webinar. 

Guest Post: 6 Months Of TaskRay - A Review

Editor's Note: One of our customers, Small Business Web Designs from Australia, recently wrote a review blog about TaskRay. We love the positive feedback AND the feedback about what to improve. In fact several of the suggested improvements are in the works for upcoming releases.  We take our customers' feedback seriously, and it helps shape our product roadmap. To read the original blog post, visit Small Business Web Designs blog.

                                                          An example of our TaskRay - it means nothing until you start a free trial

                                          An example of our TaskRay - it means nothing until you start a free trial

In the field of web design, keeping a handle of 100+ live projects at any one time is no easy task. Before our business migrated to Salesforce, our day to day ops involved spreadsheets and Dropbox. While we've moved on and rolled out a Salesforce implementation, our proven app of the business has been Bracket Lab's TaskRay, which in six months since installation has proven itself to be a perfect friend and ensuring what we get done gets done with efficiency. 

TaskRay: In Summary

TaskRay is best described by itself, which explains it "enables you to manage, track and support your work in any area of your business.....with drag and drop ease, complete visibility across multiple projects and teams, and robust reporting and dashboards, TaskRay provides a simple, visual way to get things done" (sourceTaskRay).

In essence, if you have a lot of projects on the go, lots of staff and need to share knowledge while also responsibilities, TaskRay MAY be for you. In our line of work, web design, the process has about 20 tasks - yes this sounds a lot, but they are all segmented in TaskRay to ensure we work with clients and publish and finalize each contract with pace and efficiency. Because one Project Manager may work on 30 clients (or more) at a time, TaskRay ensures everyone can see their work and to-dos and notify the respective team member when it's complete. 

We've expanded TaskRay to cover not just Project Management, but also Support, Accounts and even BD work. Once you have a handle on it, it's awesome. 

5 Reasons Why We Like This Tool

  1. Fantastic support via email - this is a #1 for us because it makes ALL the difference
  2. TaskRay allows us to replicate template tasks/projects, meaning our processes are replicated with all sub-tasks appearing for their process owner. 
  3. It integrates with Salesforce Chatter meaning information and knowledge is shared.
  4. The price - it's not too bad per user. Could they have it as a stand alone app without Salesforce? That would be awesome and open up the tool to non-Salesforce users.
  5. Did we mention the Support?

(Possible) Suggestions For Improvement

  1. Tasks to have two owners, a primary and secondary, rather than just one person.
  2. Better user navigation, which ensures it's not so finicky to push tasks around when you have a full board of tasks (we have that so often, but users with less projects won't have an issue). 
  3. Less clunks in general, but that's just us being a bit demanding. The version roll outs have helped heaps - it's better every time. 
  4. Make creating a task faster - there is a slight latency.