Is your organization using Quip? Well, we've got great news for you: there are a few different ways that TaskRay can be integrated with Quip, allowing you to seamlessly switch between the two as you work and collaborate with your team members.
On the Quip side, you can use the TaskRay Live App, which allows referencing and updating TaskRay Project and Task information right from a Quip document. For more information on Quip Live Apps in general, check out this Trailhead module: Quick Start: Quip Live Apps.
On the TaskRay side, it is possible to add a Quip tab to Project and Task Details to reference any relevant documents. Using the Quip tab, users can create new Quip documents associated with the project with a single click of a button. It is also possible to hide the Quip tabs if necessary.
TaskRay Live App [Quip]
Using the TaskRay Live App, you can reference and update any TaskRay project right from a Quip document. The TaskRay Live App contains two tabs: Overview and Detail. Under Overview, you will find summarized information on project health, such as project and task group progress, task distribution across status lists, as well as quick stats on how many tasks are at risk, blocked, or overdue. The Detail tab lists all of the tasks on the project, as well as allows making updates on tasks and adding time tracking entries to them. Additionally, the TaskRay Live App provides the functionality to collaborate on TaskRay Projects and Tasks using Quip commenting functionality.
Install TaskRay Quip Live App [Admin]
- In the AppExchange, navigate to the TaskRay Quip Live App listing.
- Click Get It Now.
- Review the terms and conditions and check the I have read and agree to the terms and conditions checkbox.
- Click Visit Provider.
- You will be taken to the Quip login page. Sign in to your account.
Add TaskRay Live App to Quip Document
- In a Quip document, find the place where you want to embed the TaskRay Live App and type @taskray.
- You should see a dropdown with the TaskRay Live App option. Click Insert.
- If you are not already authenticated to Salesforce, you will see the option to Sign in to Salesforce. Click on that button and follow the prompts to enter your Salesforce login credentials.
- Once you are authenticated to Salesforce, you should see the search field where you can type the name of a TaskRay Project that you want to add to the document. Start typing the name of the project to filter the search results. Click on a project name in the search results to select it.
- Click Add.
The TaskRay Live App will now show information for the selected project.
Using the TaskRay Live App
The Overview tab will show a snapshot of project health, as well as display progress information for any task groups that the project contains.
The Snapshot will show how the tasks are distributed across the different status lists. The Info section will list some quick stats on the project, such as project progress, number of overdue tasks, number of blocked tasks, and number of tasks in a schedule conflict. This tab will also show time-related information if time tracking is used in TaskRay.
The detail tab will list all of the TaskRay tasks that are on the selected project. On this tab, it is possible to sort the list of tasks within any of the columns by clicking on the column header. It is also possible to resize the columns by hovering over the column border in the header and dragging it left or right. Overdue tasks will display the end date in red.
- Users who are authenticated to Salesforce and have an active TaskRay license assigned to them will be able to make task updates by double clicking on the cells to enter edit mode. Any edits made through the TaskRay Live App will be communicated back to TaskRay.
- Users who are authenticated to Salesforce but do not have an active TaskRay license assigned to them will not be able to update tasks from the live app. However, they will still be able to view TaskRay Project and Task information in the live app in read only.
- Users who are not authenticated to Salesforce and do not have an active TaskRay license assigned to them will not be able to update tasks from the live app. However, they will still be able to view TaskRay Project and Task information in the live app in read only.
The TaskRay Live App allows adding time tracking entries to tasks. Keep in mind, same requirements apply in terms of which users can add time entries as to which users can make task updates (see the Updating tasks box above). Therefore, only users that are authenticated to Salesforce who have active TaskRay licenses will be able to add time entries to tasks.
To add a time entry:
- Under the Details tab, locate the task on which you want to log a time entry.
- On that task's row, double click on the Time cell.
- This will expose the Add Time dropdown. Enter the number of hours into the field.
- Optionally, add Notes.
- Optionally, check Billable.
- Click Save.
The time entry will save and will now appear in the TaskRay Live App, as well as in the TaskRay main app.
In the Quip document with the TaskRay Live App added, users are able to collaborate on TaskRay Projects and Tasks using Quip commenting functionality. It is possible to comment on certain aspects of the Overview tab (such as project or task group progress), as well as on all the task rows under the Detail tab. The areas that can be commented on are indicated by a Comment Bubble icon.
In the Overview tab, you can locate the comment bubbles by hovering over areas, such as the project name or task group names.
In the Detail tab, you can locate the comment bubbles located on the far right within each task row.
Clicking on the Comment Bubble in any of the places will highlight the area and display a window to enter a comment. All Quip comments that are added to the TaskRay Live App will appear in the left sidebar within the Quip document.
There are a few additional controls that are available to users on the TaskRay Live App. To access these controls, click anywhere on the TaskRay Live App to reveal the TaskRay menu button in the top left corner of the app.
Clicking on that button will expose a dropdown menu with the following options:
- Refresh Project: This will make the TaskRay Live App refresh and update the data to reflect any changes. While the app will refresh and update automatically, this option can be used if necessary. Alternatively, you can also click on the Refresh button located to the right of the TaskRay menu button.
- View in TaskRay: Selecting this option will open the project in TaskRay in Salesforce.
- Change Project: This option will return you to the main screen of the live app where you can select to view a different project.
- Delete: Selecting this option will remove the TaskRay Live App from the Quip document.
Quip Integration in TaskRay [TaskRay/Salesforce]
The Quip integration in TaskRay will allow you to link Quip documents to TaskRay Projects and Tasks. This integration will also display a Quip tab on Project Details and Task Details. Follow the steps below to set it up.
Install Quip Connect for Salesforce [Admin]
If Quip Connect for Salesforce is already installed in your Salesforce org, you can skip this step because the Quip tab will automatically appear on Project and Task Details in TaskRay.
- In the AppExchange, navigate to the Quip Connect for Salesforce listing.
- Click Get It Now.
- You will be prompted to select where you want to install the package. Select between Install in Production and Install in Sandbox.
- In the Confirm Installation Details prompt, review the information and check the I have read and agree to the terms and conditions checkbox.
- Click Confirm and Install.
- You will be taken to the login screen. Enter your Salesforce username and password and click Log In.
- On the next page, select the type of users that you want to install TaskRay for:
- Install for Admins Only
- Install for All Users
- Install for Specific Profiles
- Click Install.
Using the Quip Tab in TaskRay
Now that Quip Connect for Salesforce is installed, you should see a new Quip tab on the Project and Task Details panes in TaskRay.
From here, you can search for any Quip document using the Link a Quip document search bar. This will attach the document to the project or task at hand, making it easy to reference it when needed.
In addition, you can also click on the New Document button, which will automatically generate a new Quip document related to the project or task.
Hide the Quip Tab from TaskRay [Admin]
If you do not want to see the Quip tabs on Project and Task Details, it is possible to hide them.
- From Setup, navigate to:
- Lightning: Custom Code | Custom Settings.
- Classic: Develop | Custom Settings.