This feature is available on the following TaskRay Product Editions:
- Starter
- Standard
- Premium
TaskRay incorporates a sorting and grouping mechanism for tasks across different views, such as in My Work or Kanban View. This allows users to organize their work and manage assignments more effectively.
TaskRay provides a set of default grouping and sorting options out of the box, but it is possible to customize them based on the unique requirements of your organization's and team's workflow. This article provides instructions for Admins looking to customize available options.
Modify Task Groupings Field Set [Admin]
The sorting and grouping options are controlled via one of the two Task Grouping field sets on the TaskRay Task object. To customize available options, you will need to edit the applicable field set.
Custom fields added to the TaskRay Task object can be used for grouping and sorting. The following field types are supported for grouping and sorting: lookup, picklist, checkbox, or date. The number field type is only supported for Kanban View sorting.
- From Setup, navigate to Objects and Fields | Object Manager
- Select TaskRay Task.
- Navigate to the Field Sets section:
- Select the Task Groupings (Kanban and Row Views) to customize the sorting options for Kanban View.
- Select the Task Groupings (My Work View) to customize the grouping options for My Work View.
- Drag fields from the object palette and drop them into the In the Field Set container.
- Click Save.