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In TaskRay, it is possible to exclude different tabs in the modal . This can be done on the Project, Task Group, and Task level to streamline visibility. You might not use certain tabs and can hide them from your users' view. To configure this customization, you will need to access the TaskRay Global Settings and specify which tab(s) you would like to exclude. You can set this up globally, to set same views for all TaskRay users, or you can tailor this to specific users or profiles.
Exclude Modal Tabs Globally
You can set this up globally, so all licensed TaskRay users have the same view.
- From Setup, navigate to:
- Lightning: Custom Code | Custom Settings.
- Classic: Develop | Custom Settings.
- Click Manage next to TaskRay Global Settings.
- Locate the Excluded Project Tabs, Excluded Task Group Tabs, or Excluded Task Tabs setting and enter the tabs you would like to hide
Acceptable values for each object is listed below:
Project
- Chatter
- Files
- Team
- Insights
- On-Hold
- FluxPlanner
- Box
- GridBuddy
- CustomTab1
- CustomTab2
Task Group
- Chatter
- Files
Tasks
- Chatter
- Files
- Checklist
- Time
- FluxPlanner
- Quip
- Box
- GridBuddy
- CustomTab1
- CustomTab2
Exclude Modal Tabs for Specific Users or Profiles
If you would like to tailor this even more so that you restrict the view for specific users or profiles you can create a hierarchical custom setting to further control this feature.
For this example, you may want to streamline the views for your community users. Your community users do not need visibility to the Chatter tab on the Project modal, the Chatter and Files tab on the Task Group modal, and the Chatter, Checklist, and Time tabs on the Task modal.
To set that up,
- From Setup, navigate to:
- Lightning: Custom Code | Custom Settings.
- Classic: Develop | Custom Settings.
- Click Manage next to TaskRay Global Settings.
- Scroll to the bottom and click 'New'
- Select the profile or specific user you would like to restrict the views
- Locate the Excluded Project Tabs, Excluded Task Group Tabs, or Excluded Task Tabs setting and enter the tabs you would like to hide
- Click Save