Standard Board Filters
Board Filters are a powerful combination of project and task filters that control the project list in the sidebar, as well as the visible tasks on your board. There are seven default board filters provided (plus a bonus filter mode).
The My Tasks filter displays your tasks + your open checklist items. This is a fast, easy, one-click way to get to just your to-dos! There is even a quick link to Select All projects to make sure you aren't missing a critical task.
The View As mode of the My Tasks filter will display the tasks owned by any selected user in your org. To switch your My Task filter to a View As mode:
- In the My Tasks filter, click on the profile picture.
- Search for user and select.
- To remove View As mode, click the X icon and return to the standard My Tasks filter.
The My Projects filter displays all tasks across projects where you are a member of the project team.
Selecting Power Filter will open project and task filter selectors. This is a fast way to toggle between filters without creating a custom board filter. For example, you can set the Project Filter to My Projects, and then use the Task Filter to toggle between My Tasks, All Tasks, custom filters like Blocked Tasks, etc. If you find a filter combination that you frequently come back to, just click on the Bookmark icon to save the combination as a new Board Filter.
Favorites is a list of your starred projects and their tasks. Toggling the Star icon next to any project in your sidebar will add or remove the project from the Favorites list. Favorites is one of the simplest ways to keep your high priority projects in one place.
Single Project Search
Single Project Search allows you to find and access one project at a time. This auto-complete lookup will search any unarchived project in TaskRay. This is also the filter you will land on when clicking on a project link outside of TaskRay, such as from the Daily Planner or the View in TaskRay button from a standard Salesforce page.
The Recent Projects board filter will display your 5 most recently viewed projects. This a quick way to get back to the project that you were just working on.
This board filter displays a set of tasks that you created and assigned to others - a simple way to check up on tasks you care about.
When you create project templates, they will automatically get added to this project filter. Using this filter, you can quickly view all of your templates. You can read more about templates here.
Standard Project and Task Filters
TaskRay comes with several standard Project and Task Filters. These filters can be used to create a combination Board Filter and are leveraged in the Power Filter.
- All Projects: View all projects that a user has access to.
- My Projects: View projects where the user is listed as a member of the project team.
- No Project Filter: You can choose to skip the Project Filter by selecting No Project Filter. Selecting No Project Filter will allow the Task Filter to determine which projects to display in your sidebar.
Chatter Group Project Filters
A Chatter Group filter will automatically be created any time a Chatter Group is connected to a Project. See Creating Projects for guidance on connecting Chatter Groups to Projects.
- All Tasks
- My Tasks
- Delegated Tasks
- My High Priority Tasks