By default, TaskRay comes with four status lists: Holding, Prioritized, Started, and Finished. These status lists are used to organize tasks as the project progresses. In addition, each status is assigned a color, allowing you to quickly reference task statuses from other TaskRay views.
Here is a quick overview of the four default status lists:
- Holding: Tasks that need to be documented but are not ready for action or prioritization.
- Prioritized: Tasks that have been placed in priority order. These tasks are the ones that need to be worked on next.
- Started: Tasks that are currently in progress and work is being done.
- Finished: Completed tasks.
Status lists (or columns) can be customized, added, or removed from TaskRay by your admin. Here are the instructions for customizing status lists: Modify Status Lists.
Lists can also be hidden from the TaskRay views if necessary.
In Kanban View, the statuses are represented by columns and tasks can be moved between the columns, which changes their statuses. Next to the column headers, you will also see a colored circle, displaying the count of how many tasks are within each status list. The color of the circle represents the color that was associated with the status list (referenced in other views).
To move a task from one column to another, drag the Task Card from one column and drop it into the new column. You can move tasks in any direction, as well as skip columns if necessary.
You can also move a task to the next status column (one column at a time) using the Arrow icon on the Task Card.
Tasks can also be reorganized within the list for prioritization purposes. In order to do this, make sure that you are viewing tasks in the Whiteboard Sort option.
- In the TaskRay toolbar, click on the Change Sort Option icon.
- Select Whiteboard Sort.
- To prioritize tasks within the columns, drag and drop the tasks into new positions within the column lists.
In Row View, the task statuses will be displayed on the right side of the task cards. Notice that the status colors match the count circles next to the column headers from the Kanban View.
You can hover over the Status section on any of the tasks to reveal quick actions. Tasks with the Holding, Prioritized, or Started statuses will reveal the following options:
- Complete Task (checkmark icon): Will complete the task and move it to the final column.
- Advance to Next List (arrow icon): Will move the task to the next status column (one column at a time).
In Plan View, the task statuses are represented by the color of the task bars. However, one exception is that if a task becomes overdue, it will appear in red regardless of its status.
In Calendar View, all task bars have checkboxes, which indicate the task status. If the task is in any status other than Finished, the checkbox will appear empty. For those tasks, you can use the checkbox to advance them to the final column. Finished tasks will display a checked checkbox.
Hide a Status List
Status lists can be temporarily hidden from TaskRay. If you hide a status list, all of the tasks from that status list will disappear from all TaskRay views. You can view the tasks again if you unhide the list.
- In the TaskRay toolbar, click on the Show/Hide Lists icon.
- Select a list that you want to hide.
- To unhide the list, repeat the steps. Click on the Show/Hide Lists icon and select the hidden list.