Configuration Hub – TaskRay

New Feature Alert! These features are part of the April 2023 Release and will be available in Sandboxes and on the AppExchange on April 26. Existing customers' production instances will be automatically upgraded to the version of TaskRay containing these features on May 10.

This feature is available to the following product editions:

Standard
Premium

The Configuration Hub is the place for managing TaskRay resource management settings. When setting up TaskRay, this is one of the first places to review to ensure that the configurations are set up according to business requirements.

Note: The Configuration Hub is accessible by users who have either the TaskRay - Admin Access or TaskRay - Resource Manager Access permission set assigned.

Access Configuration Hub

To access the Configuration Hub, use the Salesforce App Launcher to search for and navigate to the Configuration Hub tab.

Within the hub, the left sidebar will group available settings into sections. The sections that are visible will depend on the user's permissions, as well as the product edition.

Resource Management

This section contains settings specific to the resource management functionality in TaskRay.

Resources

This section of the Configuration Hub allows setting up and managing resources. Available TaskRay resources will appear in this list, allowing managers to further define certain attributes.

For more information, see the Manage Resources article.

Roles

The Roles tab of the Configuration Hub allows reviewing and defining roles, which can then be assigned to resources. The roles should represent the different business areas that exist within an organization, as it pertains to work management in TaskRay.

For more information on roles, see the Manage Roles article.