Contents
Purpose Viewing a Project in TaskRay View Viewing Project Tasks Kanban View Row View Plan View Calendar View List View View Task Details Revision History
Purpose
Projects can be viewed in two ways; within Salesforce, which is the most common tool, and within TaskRay which is the Services module for Salesforce.
This document walks the user through how to open and view a project in the TaskRay view vs the Salesforce view. It provides a high-level overview of each of the view types.
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Viewing a Project in TaskRay View
To create a recurring task, you will first need to open the project in the Task Ray view:
- From the Menu bar in Salesforce, select TaskRay
- Select the ‘All Work’ tab
- Enter the project name in the project box or select it from the project list
- The Project information box will open for review/modification as necessary
Viewing Project Tasks
There are several different views for project tasks within the TaskRay project view:
- Kanban View
- Row View
- Plan View (or Gantt View)
- Calendar View
- List View
From any view, the task can be double-clicked to open, view, and modify the task details.
To select the preferred view:
- Select the appropriate icon from the ‘All Work’ section
Kanban View
Kanban View is grouped by task status:
You can move the task from one status to another by selecting the task and either using the arrow key to move to the next/previous list or by dragging and dropping to the appropriate status column
You can also select the task sorting method by selecting the ‘Whiteboard Sort’ drop-down option you prefer
Row View
In Row View, the tasks are shown based on the option selected in the Whiteboard Sort option. Here it is shown by the Estimated End date, showing tasks that are late vs upcoming:
Plan View
Plan View provides a Gantt view for the project, where project tasks are shown via a timeline along with task dependencies.
Calendar View
This view provides visibility within a calendar:
It can be exported or printed by clicking the download icon at top right of screen.
List View
This view shows tasks in a list and allows the quick addition of a new task:
Viewing Task Details
From any view, double-click a specific task to open, view, and modify the task details:
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