Managing Templates - Legacy – TaskRay

Note: This feature is available to the following product editions:

Starter
Standard
Premium

The TaskRay Template Hub is a tab that provides a single workspace for template managers to manage their template projects. In the Template Hub without Template Versioning enabled, templates are as straight forward as TaskRay Projects with a Template checkbox checked. This will be the default configuration for customers who have installed TaskRay prior to the October '22 release and have not opted into Template Versioning. It is recommended for all customers to follow the steps to enable Template Versioning.

Important! Users require either the TaskRay - Admin Access, the TaskRay - Project Manager Access, or the TaskRay - Template Manager Access Permission Set in order to access the Template Hub. You can learn more about TaskRay Permission Sets in this article.

Legacy Template Builder

Screen_Shot_2022-10-11_at_2.39.36_PM.png You can navigate to the TaskRay Template Hub within the TaskRay Lightning App. The TaskRay Template Hub tab will show up if you have one of the permission sets mentioned in the above callout.

Creating a new Template

Clicking the + Create button will launch a wizard to help walk you through the creation of a new Template. This wizard will walk you through a series of steps like defining the name of the template all the way to defining dependent relationships between date-driven tasks.

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It's important to examine the help on the right side of the screen for each step as you walk through the template creation. This help text will update to provide helpful guidance and best practices for each step as you advance through them.

Don't forget the final Review step! This can be a great place to examine your template as a whole, and even bring in additional stakeholders to make sure you have alignment on the process!

Tip: Your template will be automatically saved as you take actions on each step so you can return to it later!

Template Actions

You can find some actions related to legacy templates in the three dots menu on each template.

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Edit- Edit the template project in the builder
Duplicate- Make a new Principal Template with one version sourced from the original active version
Archive- Archive this version and remove it from view
Delete- Permanently delete this version from Salesforce
Copy Template ID- Obtain the Template ID which is useful for creating automations

Legacy Template Management Summary

Templates are a crucial portion of TaskRay and allow you to repeatably create and execute projects. The ability to version templates in TaskRay will uplevel your ability to make changes in your TaskRay Templates and related business processes! We highly recommend following the migration instructions.