New Feature Alert! Some of the features mentioned in this article are part of the March 2019 Release and will be available in Sandboxes and on the AppExchange on February 23rd. Existing customers will be automatically upgraded to the version of TaskRay containing these features on March 16th.
TaskRay offers several different views to visualize projects and tasks.
The TaskRay toolbar is organized into three tabs: My Work, All Work, and Portfolio.
- 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 for executing work and managing tasks and projects.
- Portfolio tab includes the Project View, which is the place where you can see all or a subset of projects in a list format. This is a great place to quickly view high-level information and get insights on project health.