Install the Home Page Component [Admin]
The Home Page component is a widget that can be added to home page layouts in Salesforce Classic to display a users' TaskRay Tasks.
- From Setup, navigate to Customize | Home | Home Page Layouts.
- Click Edit next to applicable page layout.
- Check TaskRay checkbox.
Note: Please ignore the My TaskRay Tasks option, this component has been deprecated.
- Click Next.
- Position the component using the Up/Down arrows.
- Click Save.
Using the Component
You can click on the Task Name or the Project Name to open the Task or Project Details in TaskRay. The list can also be sorted using the arrows within each column. Using the arrows in the Advance column, you can quickly change the status of the task (the task will progress to the next status/column in the Kanban View).