Webinar Wrap Up: Structuring Agile Development Projects With TaskRay

Our recent webinar on agile development and TaskRay covered a variety of ways in which TaskRay can be used to facilitate the successful execution of agile development projects. We've put together a webinar wrap up below to provide more insights into the topic and made the recording available here. You can also sign up for our upcoming Agile Development eCourse Learning Series to dive deeper into the topics discussed. 

What Do We Mean When We Talk About “Agile”?

Simply put, agile is a type of project management framework. While the term “agile” is typically applied to the world of software development, it is expanding into other industries as well and has been applied to a diversity of projects including marketing, onboarding, and fulfillment.

Agile processes emphasize short iterations, collaboration and customer satisfaction, which is largely achieved by focusing on organizing and executing projects in smaller pieces, often referred to as "sprints". Organizing work into these short sprints often allows teams to be more flexible and respond to change in a timely manner.

A Different Fit For Every Team

What an “agile process” looks like can be as unique as the teams that employ it. Every    organization can have a different agile process—one that works best for their specific use case.

When it comes to project management, agile helps teams break down projects into bite-sized pieces and manage them in shorter cycles, building in time for customer feedback (where relevant) and testing. The agile process can help teams create a more sustainable, steady rhythm of work, that is easily repeatable over time.

How Agile Can Be Employed In TaskRay

TaskRay can be customized to fit agile development projects in a number of ways. Our agile development webinar (you can watch here) and Agile Development eCourse Learning Series (register here) detail how to customize TaskRay to suit the needs of your agile process and team.

A few of these customizations are featured below. These briefly explore how TaskRay can be customized to fit most agile processes.

Customizing Task Details

To accommodate the needs of agile development teams, Task Details can be customized to include User Story, Type, Priority, Points, and more. 


Using Task Groups For Sprint

TaskRay's Task Groups can be used to segment out the different sprints involved in an agile process. In Plan View, these can be viewed alongside their associated Points and the assigned Task Owners as well. 


Row View and bulk updates

Additionally, in Row View you can group by tasks different attributes such as priority or themes as well as make bulk updates to the tasks. 


Blocked Tasks

If there is something preventing the completion of a task, it can be marked as blocked and the task card will appear in red on the board. You can also create custom automations around the blocked task to tailor to your process, such as notifying the task owner or moving the task to a specific status list.  



These customizations are just a few of the unique ways that agile development teams (and all teams running agile processes in Salesforce) can use TaskRay to run responsive and successful projects. 

Want To Dive Deeper? 

Our Agile Development eCourse Learning Series launches soon! It includes 8 modules on how to set up your agile projects in TaskRay. We will cover how to build out all of the customizations mentioned in the webinar and give you an opportunity to dive deeper into how TaskRay can help you build better agile projects.