New to TaskRay or just need a refresher? You have come to the right place!
Through social collaborative principles and a 100% native to Salesforce application, we bring you simplicity, efficiency and power. We bring you -- TaskRay, the first-class customer onboarding and project management solution that you and your team can use to get more done in Salesforce!
Topics reviewed in the video:
- Getting Started Tour
- Creating Projects
- Adding Team Members to Projects
- Creating Tasks
- Chatter
- Checklists
- Assigning Task Owners
- Five Views: