Dashboards

This feature is available on the following TaskRay Product Editions: 

  • Starter
  • Standard
  • Premium

TaskRay offers a separate dashboard extension package that provides you with a great starting point to create custom reports using TaskRay data. Although there are many different types of reports that you can build in Salesforce using TaskRay data, this is a good way to get started.

 

Install [Admin]

  1. In the AppExchange, navigate to the TaskRay Dashboards listing.
  2. Click Get It Now.
  3. If prompted, click Log in to the AppExchange.
  4. Choose Install in Production or Install in Sandbox.
  5. Review the terms and conditions and check the I have read and agree to the terms and conditions checkbox.
  6. Click Confirm and Install.
  7. Select the type of users that you want to install TaskRay Dashboards for:
    • Install for Admins Only
    • Install for All Users
    • Install for Specific Profiles
  8. Click Install.

  

Manage Visibility [Admin]

You can manage access to the included TaskRay reports. To do this, follow the steps outlined in the Share a Lightning Report or Dashboard Folder Salesforce Help article.

Note | Access
Only the users with active TaskRay licenses are eligible to view/use the TaskRay Dashboard Pack.

 

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