Lightning components are a great way to surface TaskRay outside of the TaskRay app, such as on the home screen when logging into Salesforce. Whether you want to show users the work they are assigned, or keep up with project progress, Lightning components can do that for you. We have components that allow users to manipulate and edit the TaskRay data, or use it for reporting, so they can stay up to date on their TaskRay projects.
When looking at a component there is something you'll want to keep in mind. Under the title of each component it will say Page Type and Contextual and/or Not Contextual. Page type tells you the type of page it can be on, whether that is a Home page or a Record page. Contextual means that if the component is placed on a record page it will only show you the TaskRay data related to that record. For example, if you place the Project component on an Opportunity page, it will only show you the TaskRay Project related to that Opportunity.
Below are the most commonly used components and why they are used.
The two components that are most commonly used that allows users to actually edit TaskRay data are the My Work component and the Contextual Board component. The My Work component can be placed on a home page or a record page and will show the user only the work they are assigned, whether that is on all projects, or projects that are related to the record page it is placed on.
The Contextual Board component is only contextual, so it must only be placed on a record page. It allows users to work their project related to the record it is on from the Kanban or Plan view and manipulate the records as needed.
Those components are useful if you want to edit current project/task data. We also have components that can be used to create new TaskRay Projects. For that, we recommend either the Clone component or the Stitcher component. The Clone component will clone one of your Templates that you have created. It can be placed on a Home page or a Record page. If you use this component on a record page, it will automatically relate the newly created project to the record it was created from.
The Stitcher component is used if you have an existing project, but you want to add new elements to it. The Stitcher allows you to include an entire project template, or a single template task group into your existing project.
The other bucket of components are the components that are best for reporting on your projects. While you can't edit the data, it will help you stay up to date on your projects.
The Projects component can be placed on a home page or a record page and provides high level project statistics, like progress percentage (of the Project and/or each Task Groups), key dates, and hours logged.
The Status and Snapshot components are actually elements of the Project component above, but can also be used separately. These two components can be placed on a record page to surface summarized information about the project that is related to the record.