Every prompt in this guide lists what it needs before you try it. This article gathers those requirements in one place, so you can see at a glance what your organization already has and what a given prompt depends on.
In this article:
- The one rule that governs everything
- What each TaskRay capability unlocks
- Prompts that reach beyond TaskRay
- What happens when something is not enabled
The one rule that governs everything
Your assistant acts as you. It can see and do only what your own Salesforce permissions allow, working with the TaskRay features your organization has enabled. It does not grant new licenses or add-ons, and it cannot reach anything you could not reach yourself in TaskRay. So the real question for any prompt is simple: does your org have the capability, and do you have permission to use it?
What each TaskRay capability unlocks
Most prompts in this guide need only a standard TaskRay license: checking status, summarizing projects, creating and updating tasks, finding blockers, building briefs, and even mapping a critical path all work with the access you already have. A few prompts depend on a specific TaskRay capability.
| Capability | What it unlocks | Where in the guide |
|---|---|---|
| Any TaskRay license | Status checks, project summaries, task creation and updates, blocker triage, dependency and critical-path analysis, customer briefs | Most articles |
| Templates | Creating a project from a template, stitching a template task group into a live project, building templates from a spreadsheet | Creating Projects from Templates |
| Time Tracking | Logging time against tasks and reconstructing a timesheet from your week | Time Entry, Capacity, and Rescheduling |
| Advanced Scheduler and Advanced On Hold | Resuming a paused multi-project program and re-sequencing its dates in one pass | Time Entry, Capacity, and Rescheduling |
The portfolio and leadership prompts are worth one clarification. There is no separate add-on to buy for them. A TaskRay license is what lets your assistant read your TaskRay data, and that is all these prompts require. What makes the output strong is data: the more active projects you have in flight in TaskRay, the more complete and useful the snapshot, deep dive, and rollups will be.
A note on Template Migration. Exporting and importing templates between orgs needs TaskRay Premium or the Template Migration add-on. Creating and managing templates within your org needs the TaskRay Template Manager permission set. If you do not have these, your assistant will tell you and point you to your admin.
Resource Planning is worth calling out because a couple of prompts brush up against it. Prompts that check who is out next week, or compare your task list against your free time, are point-in-time reasoning over data you already have, and they do not require the Resource Planning add-on. That add-on is where enterprise capacity forecasting and cross-project assignment modeling live, beyond what these day-to-day checks do.
Prompts that reach beyond TaskRay
Some prompts pull in tools outside TaskRay entirely. These do not depend on your TaskRay license. They depend on which other tools you have connected to your AI assistant.
- Prompts that read a support ticket, a call recording, your email, or your calendar need that tool connected to your assistant as well. Your assistant will tell you when it cannot reach one.
- Prompts that run on a schedule need an AI surface that supports recurring or scheduled prompts. The scheduling comes from your AI tool, not from TaskRay.
What happens when something is not enabled
You do not have to memorize any of this. If a prompt needs a capability your org does not have, your assistant tells you plainly and points you to your admin, rather than failing silently or guessing. The requirement line on each prompt is there so you can check ahead of time when it matters.
Where to go next
- Getting Started with TaskRay MCP, for how access and approvals work.
- Choosing Your AI Model and Effort Level, for picking the right model.