In TaskRay, it is possible to add custom tabs to Project and Task Details panes to reference information from other applications in your org. You can add up to two different tabs to both Project and Task Details panes and you can configure them to display contextual information relevant to the project or task that is being viewed.
Add Custom Tabs to Project and Task Panes [Admin]
To configure custom tabs on Project or Task Details, you will need to access TaskRay Global Settings and fill out a pair of fields for each custom tab. In that pair, the first field is for the label of the new tab that will appear in TaskRay, and the other field is for the URL of the app that is being referenced.
- 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.
- Locate the Project Modal Custom Tab 1 URL or Task Modal Custom Tab 1 URL and enter the URL of the app that you want to reference in the Project or Task Details pane in TaskRay.
Tip: If you would like the referenced application to have context relevant to the project or task, replace the actual ID in the URL with "$id". This will allow the custom tab in TaskRay to show information that is contextual to the particular project or task that is being viewed. - Locate the corresponding Project Modal Custom Tab 1 Label or Task Modal Custom Tab 1 Label and enter the name for the new tab.
Tip: This is the label that will appear in Project or Task Details pane in TaskRay.
- Click Save