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.
One of the TaskRay views is the Kanban View. To learn about other views in more detail, see the following articles:
Kanban View
Kanban View allows you to manage projects and tasks like sticky notes on a whiteboard. Tasks are color-coded by project for quick visual reference (project colors can be seen in the left sidebar).By default, this view has four columns that represent different stages of the project: Holding, Prioritized, Started, and Finished. Tasks can be moved across columns using drag and drop actions or by using the Arrow icon located on every task card.
Kanban View Tips
- Columns are customizable. You can rename the existing columns, add or remove columns, and even change the default column for adding new tasks. If you would like to customize the columns, direct your admin to the Modifying Status Lists instructions.
- You can also sort tasks by standard and custom fields, which orders the tasks within the columns based on the specified criteria. On Whiteboard Sort, you can change the order of tasks within the columns by moving them up or down.
- Columns can be hidden from view using the arrows in the column headers. To unhide, click on the hidden column name. This also works in conjunction with the Show/Hide Lists control in the TaskRay toolbar. Therefore, if you hide a column, the tasks from that list will be hidden for all other views in TaskRay.
Task Group Mode
In the top right corner of Kanban View, there is a Task Group Mode toggle, which can be turned on only in Single Project View. In Task Group Mode, you can define the structure of the project using task groups. Here, you can create task groups, add tasks to them, and define the order or task groups within a project. In Kanban, task groups are shown as rows and tasks can be moved between the rows. Moving a task to a different row reassigns the task to the new task group. You can read more about task groups in the Task Groups section of the guide.
