Introducing the New Salesforce

Family of Lightning products

Yesterday, Salesforce announced the new Lightning experience. A transformational change to Salesforce for customers, developers, and partners. Bracket Labs is excited to be an early adopter of the technology for our TaskRay app—redesigning our interface to be more in-line with the new Lightning Design System AND offering Lightning components on the AppExchange.

Blakely Graham, Bracket Labs Co-founder, was the only Salesforce partner to be a part of the live announcement viewed around the world. Of the new Salesforce, she said,”Lightning is an intuitive and elegant platform…The design patterns in the recently introduced Design System helped us understand the strategic direction of Lightning and of Salesforce and how we might apply those design systems to TaskRay.”

Blakely is looking forward to components as they have the ability to bring TaskRay into record pages. It’s going to help TaskRay's current customers manage their work more efficiently and productively. 

Her advice to other partners looking to start optimizing for Lightning,"Just jump right in. There is a lot of thought and research that has gone into this platform. There is a huge opportunity for innovation.”

TaskRay & DocuVault: How To Use Them Together!

TaskRay is the #1 rated project management app on the Salesforce AppExchange. It offers an incredibly simple yet powerful task and project management experience that allows individuals and teams to easily plan, execute, and share their work. The flexible framework enables agile, iterative work practices, and it easily accommodates a wide variety of work processes.

DocuVault is a secure file storage and collaboration App that lets users upload and access large files from within Salesforce. Files are stored in Amazon S3 (cloud storage platform) and can be accessed securely from anywhere and on any device.

DocuVault seamlessly integrates with TaskRay projects and tasks. Standard Salesforce attachment upload is complicated and restrictive. TaskRay users can upload documents right from Task View without having to worry about Salesforce File Storage limits and costs. All uploaded content can be accessed from the files section of the Task View. TaskRay users can securely share large files (videos, presentations and meeting recordings) with customers and stakeholders using password protected links feature of DocuVault.

Existing TaskRay users can install DocuVault by following these steps:

  1. Install DocuVault App from the AppExchange
  2. Install DocuVault Premium Edition Add-On
  3. Follow the instructions given in the set-up guide
  4. Enable File Upload for the TaskRay task object by following the set-up guide - Add cloud files to a custom object
  5. Create a Chatter Action on Task object to upload files to Amazon S3. Follow the user guide to create a Chatter Action

Done!!! You can now upload Files to Amazon S3 from the Task Page. Uploaded files can be accessed from the files section of the task Page. 

TaskRay lets you play favorites!

The Dreamforce 2015 release of TaskRay is here and we could not be more excited. You won't believe the way it will change the way you work in TaskRay - read on to see how!

TaskRay lets you play favorites!

The "star" feature of this release is a new favorites section making it super easy to find the projects you work on most! Simply star a project to dock it in your favorites section. Want to change the order? Favorites is sortable!

New intuitive sidebar navigation

We added a left sidebar for a more intuitive project navigation experience. This left sidebar houses your favorites too! We didn't get rid of the right sidebar, rather we added some new functionality including a new Team (formerly Contributors), Feed, and Files tab. Notice how the right sidebar defaults to a mini-sidebar featuring the most popular team members for your current board filter. Be sure to check out the new Files features, we've added additional file details plus a quick find.

More than one workflow? Try Record Types

We have completely overhauled the record type experience, bringing you a new way to map your project & task record types as well as filter your TaskRay board by a single record type. What does this mean? You can now change your board filter to display different columns based on different process workflows! It's never been easier to have multiple departments each with their unique workflow use TaskRay.

Turn an email into a TaskRay task

Email to TaskRay Task was one of our most popular feature requests - Forward emails into tasks. With Email to TaskRay Task you can now create unique email addresses to convert an email into a task. The task will auto-create with a special prefix so you can use workflow to auto-assign it to the appropriate project Inbox or owner. Do you have a feature you would like to see in TaskRay? Tell us about it here!

More Release Details

Read more about all the new features in the Dreamforce 2015 release in our release notes.

Release Schedule

  • Available in the AppExchangeNow
  • Automatic Sandbox Upgrade: Now
  • New User Webinar: Wednesday, August 19 (3 pm PT) Register
  • Release Webinar: Thursday, August 20 (9 am PT) Register
  • Automatic Production Upgrade: Saturday, September 5
  • Release Webinar: Wednesday, September 9 (3 pm PT) Register
  • New User Webinar: Thursday, September 10 (9 am PT) Register

Customer Alert

  1. Sidebar User Change: We have added a navigational sidebar more classically positioned on the left. This will be a big user adjustment (we hope for the better)! We encourage you to share the live webinar links with your team. We also have updated our user guide and getting started workshops.
  2. Record Type Set-up: If you currently use Record Types in TaskRay, we have made significant changes in this release to enhance the user experience. Part of this change will require a mapping between project and task record types. You can start getting your data ready using this FAQ. Full set-up instructions are available in our customization guide.

Ready to Get Started?

This release is available now in the AppExchange. If you are a current customer and would like this release, please send a quick note to Support letting us know you would like to receive the upgrade now. Otherwise, your production upgrade is scheduled for Saturday, September 5th.

If you're not a TaskRay customer yet, we offer a free trial so you can see for yourself why TaskRay is the #1 rated project management app in Salesforce. Install the free trial directly from the AppExchange.

Still have questions? You can always mention us on twitter, post on our facebook wall, or send us an email at

Live Webinars with Q&A

TaskRay Veteran?

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

Perfect for existing TaskRay users and teams.

Date: Thursday, Aug 20th  Time: 9 am PT / 12 pm ET / 4 pm GMT   Register

Date: Wednesday, Sep 9th  Time: 3 pm PT / 6 pm ET / 10 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, Aug 19th  Time: 3 pm PT / 6 pm ET / 10 pm GMT   Register

Date: Thursday, Sep 10th  Time: 9 am PT / 12 pm ET / 4 pm GMT   Register

Introducing TaskRay, New Salesforce Wear App for Apple Watch


Yesterday, Bracket Labs revealed TaskRay for wearables, which extends business processes to devices like the Apple Watch to help improve mobility and productivity at work.

TaskRay was built with the Salesforce Wear Developer Pack, an agile platform that provides enterprise developers with sample code, documentation, demos and reference apps, allowing them to extend Salesforce implementations to wearable devices. 

We envision TaskRay for the Apple Watch will be used for a variety of enterprise business needs. With over 50 percent of our customers using TaskRay for customer onboarding, we know that TaskRay helps companies deliver customers’ success. Now, with the extension of TaskRay to the Apple Watch, it’s even easier for a customer success manager to manage her daily responsibilities and ensure that her customers have everything they need.

Product Key Features

TaskRay’s Apple Watch app is a beautiful, intuitive extension of TaskRay’s simple, visual project management within Salesforce.  

The concise visualization of project status helps managers receive immediate feedback as work happens or as roadblocks emerge.

Salesforce Wear Developer Pack

The Salesforce Wear Developer Pack speeds development and helps companies connect with customers like never before by providing implementations and typical patterns for enterprise authentication, Salesforce API notifications, and working with Salesforce Mobile SDK response objects. Salesforce Wear was introduced in 2014 and supports development for Apple Watch and other wearables like Android Wear, ARM, Epson Moverio, Fitbit, Google Glass, Jawbone UP, Meta Glasses, Myo from Thalmic, Nymi from Bionym, Oculus Rift, OMSignal, Pebble, Philips, Samsung Gear II and Vuzix M100 Smart Glasses.

Get TaskRay from Salesforce AppExchange here

Stop by TaskRay’s booth at Dreamforce for a demo. W715 Moscone West

Learn more about Salesforce Wear: