1. TaskRay
  2. TaskRay Support Guide
  3. Task Groups

Edit Task Groups

This feature is available to the following product editions: 
  • Starter
  • Standard
  • Premium

You can edit Task Groups to modify Task Group data, use Chatter, and manage Files.  Task Group details can be accessed from a variety of different views in TaskRay.

 

Plan View

In Plan View, you can double-click the name of a Task Group to open its details:

PlanViewDoubleClick.png

You can also use the More Actions icon to access the Task Group menu and select Edit Task Group:

PlanViewMoreActions.png

Kanban View

When Task Group Mode is enabled in Kanban View, double-click the name of a Task Group to open its details:

KanbanDoubleClick.png

You can also use the More Actions icon to access the Task Group menu and select Edit Task Group:

KanbanMoreActions.png

Row View

When Task Group Mode is enabled in Row View, double-click the name of a Task Group to open its details:

RowDoubleClick.png

You can also use the More Actions icon to access the Task Group menu and select Edit Task Group:

RowMoreActions.png

My Work View

In the My Work View and My Work Lightning Component, click the Task Group name to open its details:

MyWorkLink.png

Portfolio View

In Portfolio View, click the Task Group name to open its details:

PortfolioLink.png

Template Performance View

In Template Performance View, click the Task Group name to open its details:

TemplatePerformanceLink.png