No matter how big a project is, it always comes down to breaking it up into smaller initiatives and tasks. Those smaller pieces, if executed well, ultimately lead to the success of the overall delivery of the project.
As you manage your assignments on projects, having a personal workspace where you can effectively manage assignments is vital to success. TaskRay offers a robust set of functionality with lots of different options for managing your work. So, let’s take a moment to review some key areas and processes for managing assignments in the most efficient way.
This guide covers the following topics:
- Overview of your TaskRay workspace.
- Demo of a simple task management workflow, along with some best practices.
Task Details
To start, we’ll be taking a zoomed-in look at Task Details. Tasks contain information and specifics for the work that needs to be done as part of the larger project initiative. In this section, we’ll hone in on the key areas for you to review when working on a task, as well as share some pointers for managing assignments efficiently.
You can access the Task Details modals by clicking into the tasks from most of the TaskRay views. For example, in My Work, you can either double-click on a task card or click on the task name to open up its detail pane. Similarly, in Kanban View, you can double-click on a task card to access its details.
Working on a Task / Overview of TaskRay Views
TaskRay offers a variety of views for visualizing and managing project and task data in different ways. Each of the views offers unique advantages and functions that are integral to managing projects. For example, some views are suited for overseeing entire project plans, while others have a stronger focus on task management and team collaboration.
Let’s take a look at some of TaskRay’s main views for managing assignments and walk through some simple workflows for making updates to tasks and completing assignments.
My Work
Starting with My Work, this is your personal workspace where you can view and update all of your assignments.
Kanban View
Kanban View is another great place to manage assignments in TaskRay. This view organizes tasks into status columns and allows working within the context of full project plans.
Plan View
If you need to visualize the entire project plan on a timeline, Plan View is the place. Here, you can see how the tasks are scheduled, review the project structure, as well as explore dependency relationships among tasks.
Wrap Up
You should now have a good understanding of some core TaskRay functionality for managing assignments. Give it all a try in your own org to see what works best for you!