TaskRay Admins can share project, task, and board filters with Public Groups and Roles. In order to access the Sharing Settings option, you must have the TaskRay - Admin Access permission set assigned to you.
Share Board Filters
- In the All Work tab, in the left sidebar, hover over any custom Board Filter and click on the Pencil edit icon.
- This will open the Board Filter Setup. Click on the Sharing Settings link.
- Choose one of the following sharing options:
- Only I can see this filter
- All users can see this filter
- Share filter with group(s)
- If Share filter with groups or roles is selected, search and Add Public Group or Role.
- Click Save. The board filter will now be available to the selected audience.
Note: It is also possible to add Sharing Settings at the time when you are first creating a new board filter.
Share Project & Task Filters
- In the All Work tab, in the left sidebar, click on the + icon next to Board Filters.
- Under Power Filter Options, select Project Filter or Task Filter.
- Click into the field and select the project or task filter that you want to share and click on the Sharing Settings link.
- Choose one of the following sharing options:
- Only I can see this filter
- All users can see this filter
- Share filter with group(s)
- If Share filter with groups or roles is selected, search and Add Public Group or Role.
- Click Save. The filter will now be available to the selected audience.
Note: It is also possible to add Sharing Settings at the time when you are first creating a new project or task filter.