Bracket Labs Blog New Print, Scheduling, Lookup Relationship, and Automation Options

This Valentine's Day we wanted to honor our customers by delivering features they would fall in love with. Features not only requested by users, but also in the top 5 most wanted! These features are guaranteed to pack a big punch and cut straight to the heart of process automation. Here's a preview!New printing optionsYou can now print gantt charts from the Plan View! Because we know fitting a project plan onto a print view can be challenging, we provide you with several output options. Hide TasksThe new hide tasks feature is another in a focused list of improvements for making project templates even more useful. The new hide tasks option will allow you to hide tasks until a certain number of days prior to the scheduled start date. This is a simple way to keep your TaskRay boards clean allowing you to focus on the tasks at hand. Hidden tasks are still searchable and reportable in the standard Salesforce interface.Toggle HierarchyThis feature may be small, but a noticeable time saver for our customers. You can now toggle an entire hierarchy on or off.Lookup TricklerYou can easily relate TaskRay Tasks and Projects to other data in Salesforce. For example, many of our customers choose to add an Account relationship field to TaskRay Projects to connect their TaskRay fulfillment and onboarding projects to an Account. Creating those relationships is as simple as adding the custom lookup relationship field to the TaskRay Project object.With this release, we now offer a "lookup trickler" that will allow you to propagate those relationships down the hierarchy. In our scenario it would allow you to associate the Account just once and automatically populate the same field on any sub-projects and their tasks.This is perfect for customers who want to automatically see a TaskRay Tasks related list on their Account records without having to manually associate the Account on each individual task. Milestone ImprovementsMilestones now behave similar to tasks. Milestone markers represent the color of their current status.PROCESS Automation with template cloneThis last feature in our Valentine's Day release is possibly the best! You can now easily reference project templates from Process Builder. This opens many process automation capabilities WITHOUT code!! Imagine every time you close an opportunity a TaskRay project was cloned and created from a template! Now you can with the simple creation of a process. Exciting announcement ahead!We also have one more Valentine's Day surprise up our sleeve. Stay tuned for a new integration announcement with one of our favorite apps! Release ScheduleSaturday, February 13th - Available on AppExchange (and by direct install if you are a current customer)Saturday, February 20th - Automatic upgrade to SandboxSaturday, March 19th - Automatic upgrade to ProductionWhich process will you automate in TaskRay with these features? Let us know in comments!p.s. Our favorite Customer Success guru, Darren Geary, will be publishing a detailed blog post on how to build a simple process to automate project creation from a template using the features described above. Check back next week for an update or subscribe to our blog now so you do not miss this post - it's going to be a great one!