Project Views: Visualize Your Workflow Effectively
TaskRay offers versatile project visualization tools including Kanban, Plan, My Work, and Row views, enabling teams to customize workflow management with features like drag-and-drop task organization, real-time updates, and flexible grouping to enhance project planning, tracking, and collaboration within a single adaptable platform.
Consolidate Your Data Visualization Tools with TaskRay Views
With TaskRay, users can surface project data in multiple ways, allowing teams that might have selected different tools to live in one that supports multiple ways to work. Managers can visualize and share project plans in various views, such as Gantt charts, calendar view, Kanban, and project boards.
Kanban View
See What You Need To, Hide What You Don’t
Kanban view is one of many ways that TaskRay lets users visualize workflow. Kanban view is basically the digital version of a whiteboard with movable sticky notes that depict various stages of process.
Plan View
Get the Whole Picture of Your Whole Project
You’ll be able to see project structure, task schedules, and easily build out dependencies among tasks. Use this view to compare project baselines against progress, build out new projects, add tasks to existing ones, and reorganize tasks or adjust dates with the ease of drag-and-drop functionality.
My Work View
Automatically Sorted and Built, Just for You
Think of the My Work view like your personal assistant, organizing a to-do list customized to your unique workload—AND providing up-to-the-minute notifications about changes and updates to your projects.
Row View
Row View Delivers Top-Notch Project Visibility
Row View lets you group tasks by standard and custom fields so you can reorganize a list of tasks based on specified criteria. Standard fields include Owner, Blocked, Start Date, End Date, Priority, Project, and Task Group. With drag-and-drop flexibility, users can move tasks between groupings, automatically populating them with the new grouping field value.
One of TaskRay’s biggest strengths is its flexibility—it adapts to our workflows rather than forcing us to change how we operate. If you’re looking for a project management solution that scales with your business and delivers real results, TaskRay is the way to go!
Melanie Duke, Director of Business Process Development at TurnKey Marketing
TaskRay has streamlined our project management and operations, boosting efficiency and collaboration. Integrating TaskRay with tools like Formstack and FilePulse 360 has further simplified client onboarding and improved team coordination.
Marissa Lambrecht, Operations Team Lead at Appluent
TaskRay has played a key role in the growth of our Marketing Team. As our team really evolved, the tool evolved with us. It's setup in such a way where the changes were easy to make and quick to roll out. And if there was ever a question, the support is second to none.
Heather Shafland, Business Process Manager at CyberPower Systems USA, Inc.
Frequently Asked Questions
What kinds of project views are available (list, board, timeline, Gantt)?
- Project Views offers multiple ways to visualize your work, including list, board, timeline, and Gantt views. Each view helps teams organize tasks in the format that best fits their workflow and project complexity.
Can each user customize their view or is it shared across the team?
- Each user can customize their project view to match their preferences and work style. These personalized settings make it easier for individuals to focus on what matters most while still staying aligned with team progress.
Are views filterable by status, owner, due date, or other attributes?
- Yes, project views can be filtered by key attributes like status, owner, due date, or priority. This flexibility helps users quickly find relevant tasks and focus on specific parts of a project.
How do project updates made in one view reflect in other views in real‑time?
- All project views are synced in real time, so updates made in one view instantly appear in others. This ensures everyone sees the most current information, no matter which view they’re using.
Data-Driven Resource Management that Gets Results
Best for
- All TaskRay Users
- Project Managers
- Onboarding Leaders
Eliminate Distractions
Cut through the workday noise and see your top priorities for the day, your current work week, and the weeks ahead.
Built-In Automations
Streamline workflow through in-app notifications that keep you apprised of important updates.
Increase Efficiency
By knowing exactly what tasks need your attention, you’ll be able to identify your priorities and tackle them faster.
Relevant Resources
Tips & Tricks: Plan View
Plan View is one of the main views in TaskRay and it visualizes projects on a Gantt-like timeline. This view makes it easy to schedule tasks, connect dependencies, and see the entire project timeline from start-to-finish.
Mastering Task Management with TaskRay
Watch our TaskRay webinar to learn expert tips on optimizing workflows, boosting productivity, and enhancing your task management skills, whether you’re new or experienced.
Visit Our Knowledgebase
Our help documentation is a great resource for getting to know TaskRay features.