Note: This feature is available to the following product editions:
- Starter
- Standard
- Premium
Alert banners will appear across the top of the page when you are in TaskRay as other users edit projects and tasks that you are also viewing or working on, including when tasks are moved across different columns in Kanban View.
By default, these alert banners are turned on, but can be turned on and off when necessary. The frequency at which the banners appear can also be modified.
Alert Banner Settings [Admin]
Admins can turn alert banners on or off for the entire organization.
- From Setup, navigate to:
- Lightning: Custom Code | Custom Settings.
- Classic: Develop | Custom Settings.
- Click Manage next to TaskRay Global Settings.
- If setting for the first time, click New just above the line that reads Default Organization Level Value otherwise click Edit.
Careful! There are two New buttons. One sets default limits at the organization level, the other sets limits by user or profile. We do not currently support user or profile based settings.
- To turn Notifications off, uncheck the Notification Polling Enabled checkbox.
- Click Save.
Alert Banner Frequency [Admin]
Admins have the ability to increase or decrease the interval at which TaskRay checks for updates and provides notifications.
- From Setup, navigate to:
- Lightning: Custom Code | Custom Settings.
- Classic: Develop | Custom Settings.
- Click Manage next to TaskRay Global Settings.
- If setting for the first time, click New just above the line that reads Default Organization Level Value otherwise click Edit.
Careful! There are two New buttons. One sets default limits at the organization level, the other sets limits by user or profile. We do not currently support user or profile based settings.
- Update the Polling Interval with a value from 5 to 99. This value is the interval at which TaskRay checks for updates from other users. This value can range from 5 to 99 seconds, with a default value of 10. Higher values reduce Salesforce server impact, but increase the time period between update notifications.
- Click Save.
