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Chatter in TaskRay

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

Chatter in TaskRay allows you and your team stay coordinated and up to date. There are multiple ways to utilize Chatter within TaskRay, making it easy to collaborate on Projects, Task Groups, and Tasks. You can access Chatter directly from the Task Card, as well as view an aggregated feed from the right sidebar in TaskRay. Using Chatter, you can communicate with your team members, share and access files, and track when specified fields are updated on TaskRay records.

 

Access Chatter

Projects

For Projects, Chatter can be accessed from the Project Details.

  1. In the All Work tab, in the left sidebar, hover over the project for which you want to access Chatter and click on the More Actions icon that appears.
  2. Select Edit Project. Alternatively, double click on the project.

    Tip: You can also access Project Details from the Performance tab Portfolio View. To do this, hover over the row for the project on which you want to access Chatter, click on the More Actions icon on the far right, and select Project Details.
    project_details_portfolio_view__7_.png
  3. This will open the Project Details. Click on the Chatter tab.

 

Task Groups

Chatter is also available as a tab on Task Groups:

Task_Group_Chatter.png

Note: Existing customers will need to enable Feed Tracking for the TaskRay Task Group object if they would like to use Chatter on Task Groups.  We've provided a shortcut to Feed Tracking in Salesforce Setup to make this easy for you if it's not enabled in your org:

Chatter_Feed_Tracking_Message.png

 

Tasks

Every Task in TaskRay also has a Chatter tab. Although the tab can be accessed through Task Details, it can also be accessed directly from the Task Card when in Kanban or Row Views using the Chat Bubble icon. The Chat Bubble will also have an indicator if there are any unread messages on the Task's Chatter Feed.

chatter_on_task_card.png

To access Chatter through the Task Details, follow the steps below:

  1. Locate the task for which you want to access Chatter and open its Task Details.
  2. Click on the Chatter tab.
Tip: On all TaskRay objects that support Chatter, you can select to Show or Hide Feed.

show_hide_feed.png

 

Create New Chatter Posts

When you are in the Chatter tab on Project or Task Details, you can create Chatter posts simply by typing your message and clicking on Share. However, there are a couple of things to keep in mind, which will help you get the most out of the feature.

 

@mention

You can @mention other TaskRay users and Chatter Groups in your posts.

Tip: Read more about Chatter Groups and how to create them in official Salesforce training docs: Chatter Groups and Create Chatter Groups.

When you @mention another user in a post, he or she receives an email notification with your post and a link to view it in Salesforce. Without the @mention, notifications are not sent on new Chatter posts.

email_notification.png

You can read more about @mentions in the @Mention People and Groups in Posts and Comments Salesforce article.

Another thing to keep in mind is that if you leave a comment on a Chatter post, you will automatically start receiving notifications whenever any additional comments are added to the post even if you are not directly @mentioned. This is enabled by default in Salesforce, but you can change your preferences in My Settings | Chatter | Email Notifications using the Comments after me checkbox.

 

Attach Files and Links

You can also attach files and links to projects and tasks using Chatter. You can read about attaching files in the Attach Files to Projects and Tasks support article.

Note: If you clone a project or task that has files/links attached through Chatter, the files/links will not be cloned along with the project or task.

 

Aggregated Feed

In TaskRay, you can view an aggregated feed of Chatter activity for Projects, Task Groups and Tasks in the right sidebar.

  1. Click on the Feed tab in the right sidebar.
  2. An aggregated feed of Chatter posts for the currently selected Projects will display.

    Note: You can select the desired projects in the left sidebar when in the All Work tab. If you are in the Portfolio tab Project View, select Projects in the list on the board. This will adjust the aggregated feed of Chatter posts in the right sidebar accordingly. Lastly, in My Work View, the Feed tab will display Chatter posts that are associated with the tasks that are visible on the board.
    Note: In My Work, the Feed tab will be organized into two sub-tabs: Notifications and Chatter. The Chatter sub-tab will contain linked Chatter posts, and the Notifications sub-tab will contain in-app notifications regarding TaskRay records. You can read more about in-app notifications in this article: TaskRay Notifications.
  3. You can click on the Refresh icon to update the feed.
  4. You can comment on Chatter posts directly from the sidebar. To do so, click on Comment under the desired Chatter post.
  5. You can click on a Project, Task Group or Task Name for a Chatter post to open the record details.
  6. Click Hide to close the sidebar.

aggregated_feed_sidebar.png

Tip: You can view all of the files that you have attached via Chatter under the Files tab in the right sidebar.