Install TaskRay [Admin]
- In the AppExchange, navigate to the TaskRay Project Management for Salesforce listing.
- Click Get It Now.
- If prompted, click Log in to the AppExchange.
- Choose Install in Production or Install in Sandbox.
- Review the terms and conditions and check the I have read and agree to the terms and conditions checkbox.
- Click Confirm and Install!
- Select the type of users that you want to install TaskRay for:
- Install for Admins Only
- Install for All Users
- Install for Specific Profiles
Note: We recommend selecting Install for Admins Only because it will be easier to manage access for users using permission sets in the long term.
- Click Install.
- Click Done.
Once TaskRay is installed in your Org, your next step is to Assign Permission Sets to the designated users.