New Feature Alert! Some of the features mentioned in this article are part of the March 2019 Release and will be available in Sandboxes and on the AppExchange on February 23rd. Existing customers will be automatically upgraded to the version of TaskRay containing these features on March 16th.
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.