Let's say that your organization has some sort of a process, or project, that occurs on a repeatable basis. To streamline the repeatable process, TaskRay allows you to create project templates, which can include all of the steps, or tasks, of the process.
These templates can then be cloned to create new projects, preserving all of the project details and structure, tasks, and other specifications, such as dependencies and attached files. The cloning process can also be automated using the Lightning Process Builder, which you can read about in the Automate TaskRay article.
Templates also work in conjunction with the TaskRay Customer Onboarding Kickoff Flow, which is designed to streamline the process of onboarding a new customer. You can read more about that in the TaskRay Customer Onboarding Kickoff Flow article.
Furthermore, templates can also be used with the Stitcher. The Stitcher allows joining together multiple template projects and task groups to make a single project (in other words, you can think of it as building blocks of a project). For more information, go to the Stitcher article.
Performance of templates can be analyzed in the Template Performance View. In this view, you can see how the projects created from templates are performing compared to the template targets, what the project averages are, as well as view the template trends. With template trends, you can view and identify any potential bottlenecks and opportunities for making the templated process even more efficient.
Templates can also be versioned, so you can work on the upcoming new version of the template without disturbing ongoing projects. This versioning process also gives you the ability to configure automations with Addressable IDs, which allows you to declaratively activate and deactivate template versions as your business requirements evolve!
Your next step is to learn more the Template Hub, your starting point for creating and managing your templates!