TaskRay Open is a TaskRay extension that helps businesses and communities manage the process of opening and closing locations. The TaskRay Open managed package includes custom objects, best practice templates, and pre-built automations to help organizations safely open and close locations using TaskRay.
You can learn more about TaskRay Open here: https://taskray.com/open/
The Location object allows you to track the various locations for your organization. Fields and components on Locations help track its status and manage opening or closing projects.
Locations Dashboard Lightning Component
The Locations Dashboard Lightning Component provides a centralized view of Locations and their status. It provides information about the active opening or closing project for a given Location, and also allows you to kick off new opening or closing projects for specific Locations.
TaskRay Location Project Kickoff Flow Template
The TaskRay Location Project Kickoff Flow Template is a template screen Flow that facilitates the creation of location opening or closing projects. The Flow provides a set of screens that guides a user through the steps necessary to create a new project to open or close a given Location and update its status. The TaskRay Location Project Kickoff Flow is a Flow template, so administrators can save their own versions to add steps or customize how it works.
Set Active Project on Location Process Builder Template
The Set Active Project on Location Process Builder Template is a template Process Builder that helps track active projects by updating a field each time a new TaskRay Project is created for a given Location.
Locations by Status Report
The Locations by Status Report is a Salesforce Report which helps track the current status of all Locations in TaskRay Open.
Access to TaskRay Open is managed by a Permission Set. After installing the TaskRay Open managed package, assign the TaskRay Open - Standard Access Permission Set to the TaskRay users that require access to TaskRay Open.