New Feature Alert! Task Groups, Task Group Mode, and Plan View enhancements (including column functionality) are part of the August 2017 Release and are currently available in Sandboxes and in the AppExchange. Existing customers will be upgraded to the version of TaskRay containing these features on August 26th. If you would like to upgrade to this version earlier, please email email@example.com for the direct install link.
TaskRay offers four different views to visualize projects and tasks: Kanban, Row, Plan, and Calendar. You can switch between views using the icons in the TaskRay toolbar.
Kanban View allows you to manage projects and tasks like sticky notes on a whiteboard. Tasks are color-coded by project for quick visual reference (project colors can be seen in the left sidebar).
By default, this view has four columns that represent different stages of the project: Holding, Prioritized, Started, and Finished. These columns can be customized, which allows you to rename them, add or delete columns, or define the new default column for adding tasks. If you would like to customize the columns, direct your admin to the Modifying Status Lists
instructions. In addition, you can also hide columns using the arrows located in the headers.
Tasks can be moved across columns using drag and drop actions or by using the Arrow icon located on every task card. In Kanban View, you can also sort tasks by standard and custom fields
, which orders the tasks within the columns based on the specified criteria.
Task Group Mode
In the top right corner of Kanban View, there is a Task Group Mode toggle, which can be turned on only in Single Project View. In Task Group Mode, you can define the structure of the project using Task Groups. Here, you can create task groups, add tasks to them, and define the order or task groups within a project. In Kanban, Task Groups are shown as rows and tasks can be moved between the rows. Moving a task to a different row reassigns the task to the new task group. You can read more about task groups in the Task Groups section of the guide.
In Row View, you can group tasks by standard and custom fields
, which allows you to reorganize the list of tasks based on the specified criteria. Using drag and drop, tasks can be moved between groupings. When you move a task from one grouping to another, the task details get updated based on the new grouping field value.
Task Group Mode
Similar to Kanban View, there is a Task Group Mode toggle in the top right corner of Row View, which can be turned on only when in Single Project View. Turning it on allows you to create task groups, add tasks to them, and define the order or task groups within a project. In Task Group Mode, the Row View board is separated into sections that represent task groups. Each section contains a set of groupings, which can be changed the same way as in regular Row View (using the Group By control at the top of the page). Tasks can be moved between groupings and sections, which simultaneously reassigns the tasks to new task groups and updates them according to the destination grouping's field value. You can read more about task groups in the Task Groups section of the guide.
Plan View is a gantt-like chart for projects and tasks. In this view, you can create dependencies
, schedule and reschedule tasks using drag and drop
, as well as view the overall project progress with percentage complete status bars. Plan View can display how tasks and projects are distributed throughout days, weeks, months, and years. Plan View can also be printed by clicking on the Print button in the toolbar.
The task bars are color-coded by task status, matching the colors of the columns from the Kanban View. However, if a task becomes overdue, the task bar in Plan View will turn red regardless of its status (except Finished). The status colors can be changed by your admin by following the Modify Status List Colors
instructions. By changing the status list colors, the task bar colors in Plan View will adjust accordingly.
If necessary, the Projects & Tasks sidebar width can be adjusted by hovering the cursor over the right edge of the sidebar and moving it to the desired width.
It is also possible to configure and add columns to the board for displaying task information. In addition, the columns can also be edited right from Plan View. You can read more about editing task information in the columns in the Edit Tasks
Calendar View visualizes task distribution and allows you to schedule and adjust task durations using drag and drop actions. Tasks are color-coded by project for quick reference. From Calendar View, you can also view a task Agenda, which organizes tasks in chronological order and groups them by days of the week.
Each task on the Calendar and the Agenda has a checkbox that represents whether the task is complete. This checkbox can be checked to complete the task and update its status. Both the Calendar View and the Agenda can be printed by clicking on the Print button in the Calendar/Agenda toolbar.