Welcome to TaskRay! In this article we just want you to get comfortable with TaskRay, the tool. We also want to cover some things that will help prepare your org for the addition of a new app. We will discuss the right permissions and access your users should have to TaskRay. After that we will talk through mapping your process, getting acquainted with the TaskRay interface, building templates, organizing your projects, and finally, reporting and success metrics.
Intro to TaskRay
If you aren't able to watch the video above, or thats just not your learning style, feel free to take a look at the following articles:
- Creating Projects
- Adding Team Members to Projects
- Creating Tasks
- Assigning Task Owners
- Five Views:
This tool is made to be easy to use and learn, but we recommend jumping in and clicking around to really get comfortable with what you are doing. Before you can jump in and start clicking buttons, we want to make sure you have access to do so.
Access and Permissions
You've presumably installed TaskRay into your Salesforce Org, but if not, here is a link to do so. Once you've installed that (for admins only to start) take a look at this support article to learn how to assign your licenses as well as the permission sets. The easiest way to think about a license and a permission set for TaskRay is this; the license will give you access to see the app in your org, the permission set will give you access to create/edit/delete the records within the app. When assigning permission sets to users, just remember the TaskRay - Standard Access permission set. This is required for all users who will need to edit or create records in TaskRay. If they need additional permissions, like TaskRay - Admin, they will still need the standard access permission set, but you will also need to assign them the admin permission set.
Now that you’ve gotten a grasp on the landscape, we recommend mapping your business processes to determine the most important features of TaskRay to implement. Check out our articles on implementing TaskRay here.