Customizations
- Integrate TaskRay with Salesforce Objects
- Add Custom Fields to Projects and Tasks
- Customize Task Mini Page Layout
- Customize Checklist Mini Page Layout
- Manage Dependencies
- Set Up Custom In-App Notifications
- Prevent the Completion of a Task When its Predecessor is Incomplete
- Prevent Tasks from Being Finished Until All Checklist Items Are Completed
- Add Custom Tabs to Project and Task Details Panes
- Exclude Modal Tabs
- Customize Task Card Label Colors According to Picklist Selection
- Modify Project Status Values and Colors
- Modify Status Lists and Colors
- TaskRay Field Trickler
- Customize Daily Planner Emails
- Customize Task Owner Assignment Emails
- Record Types (New)
- Record Types (Legacy)
- Exclude TaskRay Views
- Task Weighting Modes Basics
- Automating Custom Task Weighting by Checklist Items
- Translation