This feature is available on the following TaskRay 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:
- TaskRay My Work
- TaskRay Projects
- TaskRay Status
- TaskRay Snapshot
- TaskRay Today
- TaskRay To Do
- TaskRay Template Clone
- TaskRay Stitcher
- TaskRay Time Entry
- TaskRay Feed
- TaskRay Board (Contextual)
- TaskRay Board
- TaskRay Checklist
- TaskRay Team
- TaskRay Time Away
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
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:
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.
When added to the Home page, the component will work in non-contextual mode and allow refining visible projects using filters. When the component is added to a record page, such as Account or Opportunity, it will work in contextual mode and only display projects related to the record.
TaskRay Status
Page Type: Record
Contextual
Shows the progress of projects, along with their milestones, that are associated with a record.
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.
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.
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
Filtered by Date
Filtered by Task Group
TaskRay Template Clone
Page Type: Home, Record, App
Contextual: Optional
A quick way to create projects from saved templates.
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.
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.
TaskRay Feed
Page Type: Home, Record, App
Not Contextual
Displays the most recent Chatter messages from the tasks that the user has access to.
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.
Plan View
Contextually display projects related to a given record in Plan View.
Select the Board Type and optionally add admin-configured columns in the Lightning Component configuration.
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.
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.
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).
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.