Product Release Rundown – Q2 2023: Product Roadmap, Dynamic Team Builder, Configuration Hub
The Q2 2023 product release introduces the Dynamic Team Builder for easily assembling and managing project teams with contextual resource knowledge, the Configuration Hub for centralized, low-effort TaskRay setup and management, and previews an upcoming July release featuring Template Migration to seamlessly transfer templates between Salesforce orgs for Premium customers, enhancing efficiency and compliance in complex processes.
April Release
Dynamic Team Builder
Build the right teams for projects easily and get more visibility into roles and responsibilities with the new Dynamic Team Builder. It allows you to use contextual knowledge about each resource to ensure you’re adding the best resources to every project team and easily swap out team members and reassign work as needed.
Explore Dynamic Team Builder support documentation to learn how to build and manage a project team and more.
Configuration Hub
The Configuration Hub is a centralized place for managing TaskRay. Quickly and easily set up TaskRay without requiring a heavy technical lift or involvement from your system administrator with this feature, so you can spend less time configuring and more time on essential responsibilities. This includes easily adjusting key aspects of the Dynamic Team Builder mentioned above in one place.
Explore the Configuration Hub documentation and learn how to manage resources, roles, and more.
Looking Ahead: What to Expect
The next release is scheduled for July 11th in Sandbox and July 25th in Production and will include a brand new feature, Template Migration. It will provide the ability to move templates between Salesforce orgs seamlessly. This feature is designed for customers with complex processes and strict change management/compliance guidelines, allowing them to build new templates or make significant changes to existing templates in Sandbox without needing to recreate them in Production. Template Migration aims to reduce the burden on Admin and Template Managers, saving time and enabling more process improvements.
This feature will be available for customers on the Premium edition.
We hope you enjoy the new and enhanced features as they roll out. Be on the lookout in your inbox and on LinkedIn for details about our next product update webinar covering future releases in detail. Reach out to your CSM or contact our support team with questions. Feedback on future TaskRay features is welcome via the provided form.