project management: Agile Development

Turbo boost your agile dev process with TaskRay

100% Salesforce native TaskRay supports the agile process by allowing teams to collaborate more seamlessly, communicate faster, and iterate with a lot less effort. TaskRay allows your dev team to focus on the work at hand while giving them access to the information they need when they need it.

Because TaskRay was created to support an Agile work approach, it should feel comfortable right out of the box for any Agile dev team. But because processes can differ, TaskRay is customizable to suit every team’s needs.

1. Get the transparency Agile requires

TaskRay allows agile dev teams to capture information about a project and its associated tasks and keep everything out in the open—nothing is buried in a spreadsheet, stuck somewhere on a sticky note, or trapped in one person’s head. With TaskRay, every project detail is visible in real-time to everyone on the team.


A dev can quickly see if requirements in an assigned task are connected to requirements in a task assigned to another team member. This knowledge can help them eliminate duplication of effort or create the ability to share effort if it makes sense.


A dev can quickly see if requirements in an assigned task are connected to requirements in a task assigned to another team member. This knowledge can help them eliminate duplication of effort or create the ability to share effort if it makes sense.

Add topics to tasks to identify the big themes within a project; you can also use topics to assign story points to tasks

2. Let your developers develop

One of our developers loves to tell the story of how at his previous job he was required to attend a six hour weekly project planning meeting and how now, working with TaskRay, the need for meetings like that simply doesn’t exist.

Product managers also like TaskRay because it’s low effort, high results. If they need to add a requirement, it’s easy to access checklist items. With labels, everyone can see important things at a glance, like how many points a task is worth.

And when things change, teams don’t have to go back to zero to course correct or revise scope. With TaskRay, they can quickly go in and change what needs to be changed without the need for lengthy meetings, endless email chains, or piles of documentation. What agile dev team wouldn’t love that?

3. Enforce your process


Agile works best when there are checks and balances. By using validation rules in TaskRay, you can set up tasks to only be moved by a designated person (dev or product manager, QA lead, etc.) into the accepted column, or only after a task is fully complete. This ensures that an iteration cannot be completed without someone accepting the work. Validation rules also help to ensure that tasks don’t get lost or deleted.

With validation rules you can control who can move a task and when

4. Keep everything in one place


We know there’s a lot of documentation required for agile dev projects—guidelines, articles, mock-ups, and more. Without a project management tool, this information often gets buried in in-boxes, on desktops and servers, and who knows where else. 

With TaskRay Chatter and Files, business and dev team members can link supporting documentation directly to projects and tasks so it’s always there when it’s needed.

Communicate and share files (no more endless email chains and docs buried in in-boxes)

5. Easily collaborate with business team partners


Because TaskRay is 100% Salesforce native, your dev and bus teams can interact seamlessly—this ability to share data eliminates silos and the need to create unnecessary documents to shuttle information between teams. 

Being able to associate business and dev requirements is a huge benefit to both teams. For example, if an account manager sees the same bug on three user accounts s/he can easily add a task to alert the dev team to address the bug. Or, if a product manager sees a pattern of feature requests, that information can be easily shared with the dev team (and because the dev team is working in Salesforce-native TaskRay, they can access the actual requests themselves).

6. Give external customers the access they need


A fully functional version of TaskRay can be embedded in a Salesforce Community. A TaskRay Community works exactly like TaskRay within Salesforce, allowing your development team to collaborate with people outside of your organization. This is a great benefit for teams with external customers who need to work together.

You can set privacy controls so your external users will only see and be able to do what you want them to—they won’t be able to see the rest of your Salesforce data or other TaskRay projects they aren’t a part of. 

TaskRay also has several components you can embed on your Communities home page that allows TaskRay Community users to see the status of projects they are working on, upcoming due tasks, and recent chatter, all without having to switch views.  Learn How to Create a TaskRay Communities Portal.

7. Streamline to reduce complexity


With TaskRay, you can reduce complexity for your dev team and for your organization as a whole.

Customizable boards allow you to create agile processes specifically for your dev team. That way, your marketing team, finance team, etc. can manage their processes their way without the need for your dev team to shoehorn into their non-agile process. Learn More

Task Groups enable organization of iterations visually and logically under one project, reducing the need for multiple projects and allowing stories to live under task groups in the same project.

Task Groups enable you to organize sprints within a single project, reducing complex project hierarchy

8. Use Slack to quickly add tasks and check status

TaskRay is constantly evolving to meet the demands of technology. Since so many teams are using Slack to communicate, we built a Slack-TaskRay integration to help your team save time and stay organized.

TaskRay’s Slack integration allows team members to add tasks directly from Slack. With agile projects, one of the best uses of this feature is the ability to quickly dump a great idea that isn’t in scope into a backlog. All you need to do is go to the correct Slack channel and tell the TaskRay bot to create a task by referencing the project nickname and giving the new task a name. You can also attach related conversations to the task with a single click, allowing you to reference those messages later.

Use the TaskRay bot to easily add a task to a project

9. Create reports exactly the way you want them

With TaskRay’s free dashboard extension pack (available on the AppExchange) you can report on almost all the data within TaskRay with set reports or by creating your own parameters. This makes it dead simple to track velocity, create accountability, see roadblocks and more. For example, you can report on tasks completed by team members which could be useful to understand who your subject matter experts are or if someone seems to be avoiding certain types of work.

10. Get answers, fast

We know questions come up and sometimes teams need extra help. That’s why we devote a lot of energy to making sure we have the answers you need when you need them. To find the information you’re looking for, create a support ticket from within TaskRay, search our extensive knowledge base, or ask our TaskRay community. 

We are proud to be known for our world-class support and for listening to our customers about product ideas—a lot of which find their way into our product updates. At Bracket Labs, we are committed to the continuous improvement of TaskRay to make sure our users get the best possible experience. Check Out Our Support Portal

Save your team time. Save your company money.

We’re all familiar with the old saying, “time is money”. When it comes to project management, there’s simply no denying this truth. Depending on your team size, a strong project management solution like TaskRay can save hundreds of hours a year, which directly translates into a boost in productivity and money saved.

Simplify process for developers and product owners

Intuitive drag-and-drop action progress stories seamlessly as work is completed.

Communicate more efficiently

Slack and Chatter collaboration help your team to move quickly through stories.

Report with ease

Being 100% native makes velocity analysis quicker and more efficient.

Want to learn more?

To read about how Salesforce-native TaskRay is helping CU Boulder manage their CRM software development projects, take a look at our Agile Dev Case Study.

To learn more about how TaskRay can support your agile dev process, please schedule a call with us. We’re here to help!