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 ViewKanban View allows you to manage projects and tasks like sticky notes on a whiteboard. Tasks are color-coded by project for quick visual reference (you can see the project colors in the left sidebar).
By default, this view has four columns that represent different stages of the project: Holding, Prioritized, Started, and Finished. If necessary, these columns can be customized, allowing you to rename them, as well as add or delete columns. If you would like to customize the columns, direct your admin to the Modifying Status Lists instructions. Tasks can be moved across columns using drag and drop actions or by using the Arrow icon located on each of the task cards. In Kanban View, you can also sort tasks by standard and custom fields, which reorganizes the tasks within the columns based on the specified criteria.
With Row View, you can group tasks by standard and custom fields, allowing 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.
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 be adjusted to display how your tasks and projects are distributed by days, weeks, and months. 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.
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 the 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 the status of the task. This checkbox can be checked off 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.
When in Calendar View, you will see the Assistant tab in the right sidebar. The Assistant will list all unscheduled tasks for the selected projects, allowing you to quickly schedule them using drag and drop. You can read more about the Assistant in the Assistant in Calendar View article.