1. TaskRay
  2. TaskRay Guide
  3. Templates

TaskRay Template Hub

New Feature Alert! These features are part of the November 2020 Release and will be available in Sandboxes and on the AppExchange on October 31. Existing customers will be automatically upgraded to the version of TaskRay containing these features on November 21.

The TaskRay Template Hub is a tab that provides a single workspace for administrators to manage their template projects. In the Template Hub, templates are organized into Active, Draft, and Archived categories, and pre-built templates can also be imported from the TaskRay Template Library.  You can also access the TaskRay Template Builder from within the Template Hub.

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

 

Template Builder

Click Build a New Template to access the Template Builder.  You can learn more about the Template Builder in this article.

Click_to_Launch_Template_Builder.png

My Templates

The My Templates section of the right sidebar in the Template Hub organizes template projects into the following categories:

  • Active Templates
  • Draft Templates
  • Archived Templates

Click a Template Project to view it in the Template Builder.  You can also take action by using the options in the dropdown menu for each template project.

 

TaskRay Template Library

The TaskRay Template Library section of the right sidebar in the Template Hub provides access to pre-built templates for some of the most popular use cases for TaskRay.  These templates are intended as a starting point from which you can customize to fit your specific needs.

Note: TaskRay templates are provided as a courtesy to customers. Bracket Labs does not represent that the templates are error-free. To the fullest extent permissible pursuant to applicable law, Bracket Labs provides the templates “as is” and disclaims all warranties, express or implied.

Click on a template to select and preview it, then choose whether to import the template.