October 2022 Release: Template Versioning, Checklist Queues, and Enhancements

If you haven’t noticed already, the October 2022 release is live!

In our previous blog post, we discussed the features you can expect from the new release. As a quick reminder, the release includes template updates (template versioning and template hub enhancements), checklist queues, and many other quality-of-life improvements. But now that you know about these new features, there’s still a question: how do you get started?

Template Versioning (All Editions)

Template Versioning gives you the power to make changes to post-sale processes, track how the changes affect efficiency and experiences, and prevent unintended modifications with version control. A new ID type called Addressable ID has been implemented to carry over your automation between versions.

To see Template Versioning at work, access the Template Hub from the home menu. There is a utility in Tools & Settings that will walk you through the process to enable Template Versioning and assign permissions. You have until November 2023 to enable versioning, and it is recommended to complete all the steps at the same time.

You can create and maintain new and existing versions of your templates. When creating a new version, you’ll be able to enter notes to explain what changes were made and why, providing context to better understand how changes have impacted your processes over time. You also dictate which version is live or whether certain versions should be archived.

Template Hub Enhancements (All Editions)

Template Hub is your one-stop shop for building and managing your templates in TaskRay. The interface has been refreshed for easier navigation.

Navigate to the TaskRay Template Hub menu option from your Home menu to see a list of your existing templates and create new ones. This view provides top-level information like template name, description, status, number of versions, and more. You can drill down to see more details such as the number of versions of that template and their statuses.

Clicking into a version brings you to the template builder, which has a new look and feel with capabilities that streamline the steps to build, assign, and schedule. Tasks now support drag-and-drop and quick-entry functionality. The drag-and-drop assignment follows a waterfall method where you can assign to task groups as a whole or individual tasks and checklist items. A counter in the right side menu helps you stay on track for what’s already been or needs to be assigned. You can expand and collapse individual task groups or all of them in the builder or timeline view to focus on what is most important, especially with longer and more complex projects.

Checklist Queues (All Editions)

A new feature called Checklist Queues lets you add checklist items and assign them to queues when working in Templates. The same new drag-and-drop, quick-entry, and assignment counter functionality is available for checklists. Bulk reassignment functionality has been updated to easily move task and checklist assignments from queues to team members when building out a project team. When you open a Project and go to the Team tab, you can transfer ownership and see a running total of tasks and checklists assigned to team members.

Other Enhancements

• ​Expand/Collapse in Kanban & Plan Views – The expand/collapse functionality for Template Hub is available in Kanban and Plan Views, making it easier to navigate through project info by showing or hiding task groups.
• ​Lightning Components Available in TaskRay Package – Packages have been consolidated so Admins have fewer packages to maintain and troubleshoot. The existing TaskRay Lightning Component package will continue to work, but it’s recommended to migrate over time to access future enhancements.
• ​Removal of Template Library – Template Library and the pre-built Templates for Best Practice (Customer Onboarding, SaaS- Customer Onboarding, and Wealth Management – Client Onboarding) will no longer be available. If you currently have these imported into your org, they will remain unless you delete them.
• ​Enhanced Cloning – Improved performance for project cloning, especially with complex schedules and dependencies. If you tried enhanced cloning in the past and ran into issues, try again for improved results!

We hope you are as excited as we are about the new Template enhancements that will continue to enable you to create standardization and consistency in your post-sale processes! To learn more about the changes, check out the release notes and watch the recording of our October 2022 Release Overview webinar to see the new features in action.

What’s Up Next for the Release:

• ​November 12: Automatic Production Update.
• ​December 7: October 2022 Release Office Hours Webinar – Our Product team will be holding an interactive session to provide you with best practices for the new features and answer any questions you may have.