New Feature Alert! Some of the features mentioned in this article are part of the June 2019 Release and will be available in Sandboxes and on the AppExchange on June 1st. Existing customers will be automatically upgraded to the version of TaskRay containing these features on June 22nd.
TaskRay offers several different views to visualize projects and tasks.
The TaskRay toolbar is organized into three tabs: My Work, All Work, and Performance.
- My Work tab provides access to your personalized workspace where you can manage all of the tasks and checklists that are assigned to you, as well as view notifications.
- All Work tab includes four other views, which you can switch between using the icons in the tab: Kanban, Row, Plan, and Calendar. These views offer different ways to execute work and manage tasks and projects.
- Performance tab includes two views, which you can switch between using the icons in the tab: Portfolio and Template Performance. This is the place where you can view high-level information and get insights on project health, as well as analyze how the different template projects and task groups are performing.
For more details on all of the views, please see the following articles: