March 2017 Release: New Files Features, Team Tab Redesign and Shared Board Filters

It's release time here at Bracket Labs and we wanted to share a preview of what our March 2017 release of TaskRay has in store for you! Some of the key new features include a new Files tab in Project & Tasks, an enhancement to our Template Clone which now includes files, redesigned Team tab and features, plus one of our most popular customer requests, shared Board Filters! Here's a full rundown of the new features including our release schedule.

Files Tab

Introducing an all new Files tab available in Project and Task Details. Users can add, delete, and download files and links directly from this tab. They can even drag and drop multiple files at once. If you link to a document on the new tab, we'll also display where the link is stored including the sources Salesforce (Files), Google (Drive), Box, Dropbox, and SharePoint. And, now for the most exciting new files feature, when you clone a project template, the files also clone. This makes it easy to spin up new projects and tasks with copied files information ready to go.

Redesigned Team Features

While the Team tab is nothing new, it was given a remodel top to bottom. Not only is it in a newly organized table layout with open task and checklist details, it is also much easier to manage team comings and goings. Users have a one-click option to Follow TaskRay Chatter, keeping them informed on project and task Chatter. Project managers have a one-click option to easily transfer ownership of open items when someone leaves a team. TaskRay will also send new team members an email notification when they have been added to the team.

Our Bulk Add and Remove Team options got a facelift as well. You can now add multiple team members to multiple projects at once! We also added support for Public Groups. Similar to the Team tab, you can easily transfer ownership of open items in bulk remove too.  We also changed the search on bulk remove to search across all of TaskRay instead of limiting you to your current board filter.

Few More Things

Speaking of board filters, we have delivered one of our most popular ideas since board filters were introduced, you can now share them! TaskRay also now allows you to "skip" a Project Filter, and just use the task results to determine which projects to display in your sidebar.

Have you ever wanted to work on multiple tasks at once? Project and Task Details windows can be minimized to easily switch between multiple tasks and projects making it easy to switch between records without losing them on the board. 

Last but not least, we’ve added owner pictures to Calendar view!

A full description of features is available in our release notes. Did we miss a feature you were hoping for or do you have a great idea? Let us know in our Ideas Community

P.S. If you haven’t noticed already, check out our ALL NEW support site!

Release Schedule

  • Saturday, March 4th - Available on AppExchange

  • Saturday, March 4th - Automatic upgrade to Sandboxes

  • Saturday, March 25th - Automatic update to Production


Blakely Graham will be hosting two webinars to demonstrate these new features:

Interested in other webinars? Check out all of our upcoming webinars. Want to get started with a free 14-day trial? Download TaskRay on the AppExchange today.