If you frequently utilize the TaskRay Kanban, Row, Calendar, or Plan view for your work, the TaskRay Product Team would love to hear from you! Schedule time to chat with us and help shape the future of TaskRay views. You can also provide your feedback via TaskRay’s Roadmap.
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This feature is available on the following TaskRay Product Editions:Â
- Starter
- Standard
- Premium
Kanban View allows managing projects and tasks like sticky notes on a whiteboard. The Kanban View interface organizes tasks into columns that represent task statuses, providing a visual representation of how the work is distributed on the project.Â
In this article, we provide an overview of the main functionality of Kanban View and showcase how users can incorporate the view into their daily workflows.
Kanban View | Guided Walkthrough
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Kanban View | Functionality Review
Task Management
Kanban View visualizes project plans by organizing tasks into status lists. When working on assignments, this view presents a collaborative space where team members can get insight into how the work progresses toward completion.
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Task Cards
In Kanban View, every task is represented by a card that displays key details and includes quick actions for task management.Â
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Task Card Labels can optionally be configured to surface additional details on task cards for quick reference. If there are any field values that you would like to see on task cards, reach out to your internal Salesforce Admin to get those set up!
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Manage / Complete Tasks
Not only does Kanban View provide a visual representation of how all tasks on the project are distributed across statuses, but it also presents an easy way to manage task updates. The most common way to update a task status in Kanban View is using drag and drop.
To update a task's status, simply drag its task card to the applicable column on the board. To complete a task, drag the task card to the column that represents the final stage (e.g. finished).
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Additionally, if you ever need to review detailed information about a task, double-click on the task card to open its detail modal.
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Organization
Kanban Columns | Task Status Lists
Kanban View organizes tasks into columns that represent different status lists, providing a quick visual representation of how the work is distributed on projects. Out of the box, TaskRay comes pre-configured with four columns/status lists: Holding, Prioritized, Started, and Finished.Â
Using the arrows, you can temporarily hide a column and all of its tasks from the view. As an example, this can be useful if you would like to hide all of the finished tasks to keep your view focused on open work.
Kanban columns represent the stages that tasks move through as they are being worked on. If the default columns/task status lists do not align with your organization's workflow, it is possible to customize them. Customization allows adding new status values, removing statuses that do not apply to your organization's workflow, as well as designating multiple statuses to indicate completion of work. If this customization is needed for your workflow, reach out to your internal Salesforce Admin to get it set up!
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Task Sorting
Tasks can be automatically re-sorted within columns using the control at the top of the first column:
Out of the box, TaskRay provides a set of default options for sorting, allowing you to organize tasks by some of the standard task field values. For example, you can sort tasks by their Estimated End Dates to identify the tasks nearing their assigned due dates. Another example is to sort tasks by Priority, which will allow you to quickly pinpoint the tasks that are designated as high priority.
That said, there is one additional special sorting option, which is Whiteboard Sort. Whiteboard Sort is the most flexible option, allowing you to manually organize tasks in any order within the columns.Â
Do you have other criteria that you would like to sort tasks by? It is possible to customize the Sort Order menu to include additional options, such as based on custom field values from tasks. If there is another option that you would find useful for your workflow, reach out to your internal Salesforce Admin to get it set up!
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Filtering
Kanban View incorporates a robust filtering mechanism, allowing you to stay organized and quickly refine visible projects and tasks. The filtering mechanism can help streamline your workflow by providing efficient ways to locate your work or view needed subsets of projects and tasks.
To get the most out of the filtering functionality, consider the following:
- Review the following resource with an interactive tour to learn how to be most efficient with filtering: Workspace Organization Tips: Keep a Pulse on Your Assignments.
- If there are custom filtering criteria that would be useful for your workflow, reach out to your internal TaskRay Admin and refer to the following resources to customize filtering options: Create and Assign Flex Filter Sets and Create and Assign Board Filters.
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Task Group Mode
In the top right corner of Kanban View, you will find the Task Group Mode toggle. Task Group Mode can be enabled when a single project is selected in the view. In Task Group Mode, you can see how the project is structured with task groups and how the tasks are distributed across the task groups.Â
When in Task Group Mode, you can create new task groups and move tasks around different task groups. For more information, see the Task Groups section of the guide.
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Kanban View | In-App & Lightning Component
Kanban View is available as an in-app view and as a Lightning component. The Lightning component can be added to record pages in Salesforce, such as on Accounts and Opportunities. The component will function within the context of the record where it is viewed, displaying projects and tasks related to the record.
Looking to add Kanban View to a page in your Salesforce instance? Reach out to your internal Salesforce Admin to get it set up!