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.
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.
This section contains settings specific to the resource management functionality in TaskRay.
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.
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.
The Attributes tab of the Configuration Hub allows reviewing and defining custom attributes, which can then be assigned to resources and roles. Attributes should represent the different skills and traits of your workforce, as it pertains to work management in TaskRay.
For more information on roles, see the Manage Attributes article.