Holding: Contains upcoming tasks. These have not been started yet.
Prioritised: Tasks that you manually move here are your top priority that you need to pay careful attention to or need to do before other tasks.
Started: Tasks that are currently in progress.
Finished: Tasks that have been completed.
How do you view reports in TaskRay?
1. Click the Reports tab
2. Click New Report.
3. Under Folders type 'TaskRay Reports (Installed Package: TaskRay)' or search for it in the list. Click on the report you want to generate.
The report has now been generated
What do the Task Details mean?
Task Name- Name of the task
Start Date-Start date of the task
End Date- Due date or deadline of the task
Description-Description of the task
Client Case- The Client Case associated with the task
Owner-Which users‘owns’ the task
List- what stage the task will be in(Holding, Priority, Started or Finished)
Priority- Level of priority given to the task(low, normal or high
Hide Until(Days Before Start): Hide the task until X number of days before the task. Edit this by double-clicking and adding a number. To recover the hidden task and‘unhide’ it type the name into the search button, click on the task, press edit and remove the number from‘Hide Until’ and click Save.