TaskRay Lightning Components Catalog

This feature is available to the following product editions
  • Starter
  • Standard
  • Premium

TaskRay Lightning Components allow you to customize Salesforce Lightning pages and bring TaskRay to where your users are already working. TaskRay Components are a great way to embed work processes created in TaskRay into other parts of Salesforce, making it easy to collaborate on tasks and projects.

Most TaskRay Components fall into one of two categories: those that are designed for the home page and those that are built specifically for record pages. However, there are a few components that will work on both types of pages, home and record.

Most of the record page components are contextual, meaning that they will pick up on the specific data that is relevant to the page that they are mounted on, as long as the lookup relationship between the project and the record is in place.

Available Lightning Components:

Tip: Certain components will allow you to switch between multiple projects using the arrows located next to the project name.
LC_TaskRayToDoArrows.png

In addition, TaskRay offers the Email Assistant, which you can set up for Gmail or Outlook using Salesforce Lightning for Gmail or Salesforce Lightning for Outlook. You can find more information on this feature in the TaskRay Email Assistant article.

 

TaskRay My Work

Page Type: Home, Record, App

Contextual & Not Contextual

Provides access to manage a user's assigned tasks and checklist items.  The list can be grouped by Estimated End Date, Start Date, Priority, and custom fields. You can read about adding custom grouping criteria to the My Work component in the Task Sorting and Grouping article.

The My Work component allows users to take the following actions:

  • Change a task's List status
  • Complete tasks
  • Mark tasks as blocked
  • Change the Estimated End Date of a task
  • Log time against a task
  • Access a task's Chatter feed
  • Complete checklist items
  • Drill into the task or its related project in TaskRay

My_Work_-_All_Actions.png

When the My Work component is added to a Lightning Record Page, the option to display all tasks related to a record (not just the ones assigned to the current user) is available.  If enabled, the name of each Task Owner will be displayed for each task:

My_Work_-_All_Tasks.png

 

TaskRay Projects

Page Type: Home, Record, App

Contextual & Not Contextual

Lists projects that the user has access to. The list can be filtered using standard and custom project filters. For each project, the component displays some key project details and summarized statistics. This component has two views, narrow and wide, which can be toggled in the Lightning App Builder.

Note: This component also has a contextual mode. If the component is added to a record page, such as an Account page, there will be an option to make it either contextual or non-contextual. If there is a lookup relationship in place between the record on which the component is mounted on and a TaskRay project, the contextual mode of the TaskRay Projects component will display just that project.

 

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TaskRay Status

Page Type: Record

Contextual

Shows the progress of projects, along with their milestones, that are associated with a record.

LC_TaskRayStatus.png

 

TaskRay Snapshot

Page Type: Record

Contextual

Quick project stats. A graphic representation of how the tasks are distributed across the status lists (columns on the Kanban View). Also shows any blocked or overdue tasks, if there are any for the selected project.

Additionally, if the project contains task groups, the component will also display a Task Groups dropdown. Using this menu, it is possible to select a task group to view a snapshot of tasks that are in that task group only.

LC_TaskRaySnapshot.png

 

TaskRay Today

Page Type: Home, Record, App

Not Contextual

Lists all of the user's tasks that are either overdue or are due today. Allows users to check off tasks upon completion. For tasks that are in task groups, the task group name will display next to the project name.

LC_TaskRayToday___1_.png

 

TaskRay To Do

Page Type: Record

Contextual

Shows projects and lists all unfinished tasks that are associated with a record. Allows users to organize the list by status, date, or task group, as well as check off items upon completion.

Filtered by Status 

LC_TaskRayToDoStatus.png

Filtered by Date

LC_TaskRayToDoDate.png

Filtered by Task Group

LC_TaskRayToDoTaskGroup.png

 

TaskRay Template Clone

Page Type: Home, Record, App

Contextual: Optional

A quick way to create projects from saved templates.

Note: If this component is used from a page that has a lookup relationship with TaskRay, the relationship will be automatically populated upon clone.

LC_TaskRayTemplateClone.png

 

TaskRay Stitcher 

Page Type: Home, Record, App

Contextual: Optional

Using the Stitcher, you can build a project by combining templates or parts of templates. With this component, you can build projects by joining together multiple template projects and task groups.

The Stitcher allows you to search and select any of your template projects and task groups, which are then cloned and inserted into the selected project.

LC_TaskRay_Stitcher_.png

 

TaskRay Time

Page Type: Home, Record, App

Not Contextual

Simple way for users to add time tracking entries to the tasks that they are working on.

Note: To use this component, you need to have Time Tracking enabled.

LC_TaskRayTime.png

 

TaskRay Feed

Page Type: Home, Record, App

Not Contextual

Displays the most recent Chatter messages from the tasks that the user has access to.

LC_TaskRay_Feed.png

 

TaskRay Board (Contextual)

Page Type: Record

Contextual 

Display specific TaskRay views to work contextually with projects related to a given record.

 

Kanban View 

Contextually display projects related to a given record in Kanban View.

Kanban.png

Plan View 

Contextually display projects related to a given record in Plan View.

Screen_Shot_2021-11-09_at_7.50.23_AM.png

Select the Board Type and optionally add admin-configured columns in the Lightning Component configuration.

Screen_Shot_2021-11-09_at_7.49.49_AM.png

We recommend setting Custom Min Height to 500px for both Kanban and Plan Views in the Board (Contextual) Component, however this can be adjusted to increase the size of the Component if more than one Project will be displayed, or if more Tasks are to be surfaced. We do not recommend a Min Height of <500px. 

 

 

TaskRay Board

Page Type: Home, Record, App

Not Contextual

TaskRay as a component. Has essentially full TaskRay functionality.

Note: This component is intended for advanced use cases that would involve development work.

communities_kanban.png

 

TaskRay Checklist 

Page Type: Record 

Contextual

TaskRay Checklist as a component. Displays the checklist associated with a TaskRay Task, as well as allows creating and completing checklist items.

Note: This component is contextual and can only be used on the TaskRay Task record page. It is not compatible with any other objects.

LC_TaskRayChecklist.png

 

TaskRay Team

Page Type: Record 

Contextual

The TaskRay Team component shows the team members on a project, as well as allows making team changes (adding team members, changing project owner, and removing team members).

Note: This component is contextual and can only be used on the TaskRay Project record page. It is not compatible with any other objects.

tr-team-lwc.png

 

TaskRay Time Away

Page Type: Home, Record

Contextual

The TaskRay Time Away component displays upcoming Time Away for a Resource, and allows users to modify and enter new time entries.

Note: This component is contextual and can only be used on a Home page or a TaskRay Resource record page. 

time-away-component.jpg

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