From TaskRay Newbies to advanced users, we've got you covered.
Installation
- Subscription Options
- Pre-Installation and Considerations
- Install TaskRay
- Post Installation: Assign Permission Sets and Licenses
- Permission Set Groups
- Post Installation: TaskRay for Salesforce Mobile App
Account
TaskRay Support
Basics
- TaskRay Terminology
- TaskRay Structure Basics
- Access and Navigate TaskRay
- TaskRay Views
- My Work View
- Kanban View
Customizations
- Integrate TaskRay with Salesforce Objects
- Add Custom Fields to Projects and Tasks
- Customize Task Mini Page Layout
- Customize Checklist Mini Page Layout
- Manage Dependencies
- Set Up Custom In-App Notifications
Classic Filtering
- Classic Filtering - Left Sidebar
- Standard Board Filters
- Create Custom Filters
- Edit Filters
- Organize Filters
- Share Filters
Enhanced Filtering
- Enhanced Filtering Strategies for Success
- Create and Assign Flex Filter Sets
- Create and Assign Board Filters
- Create and Assign Project Filters
- Enhanced Filtering- Left Sidebar Navigation
- Using Project Filters
Projects
- Create Projects
- Edit Projects
- Project Schedules
- Schedule Projects
- Select Projects to View
- Change the Project Color
Task Groups
- Task Group Mode
- Create Task Groups
- Add Tasks to Task Groups
- Move Tasks Between Task Groups
- Edit Task Groups
- Sort Task Groups
Tasks
See all 24 articlesChecklists
- Create Checklists
- Edit Checklists
- Assign Checklist Owners
- Organize Checklists
- Complete Checklists
- Insert Template Checklists Into Tasks
Templates
- Intro to Templates
- Managing Templates
- Clone Templates
- Stitcher
- Analyze Performance of Templates
- Lock Templates for Editing
Baselining
Assistant
Team
Resource Management
- What Happens When Flux Resources and Team Members are Edited?
- How to Rename an Active Flux Team
- How to Deactivate a Flux Team
- Flux Resource Batch Processing and TaskRay Record Locking
- Flux Capacity Database ER Diagram
- Add "Most Likely" Forecast Category to Flux Capacity
Files
Time Tracking
Collaboration & Notifications
- Email Notifications
- In-App Notifications
- Alert Banners
- Daily Planner Email
- TaskRay Notifications to Anyone
- Chatter in TaskRay
External Task Ownership & Completion
TaskRay Public Dashboard
Extras
- Insights Tab in Right Sidebar
- Customer Onboarding Score
- TaskRay Email Assistant
- Reports
- Dashboards
- Email to TaskRay
Integrations
Automations
- Automatically Clone Templates Using Flow
- Automatically Stitch Projects Using Flow
- Automatically Reassign Task Owners using Flow
- Automatically Update Ongoing Task Progress by List Status
- Automatically Update Ongoing Task Progress by Completed Checklist Items
- Automatically Clone Individual Tasks Using the Process Builder
Components
Packaged Flows
Digital Experiences (Communities)
Advanced
- Migrate TaskRay Templates Across Environments
- Advanced Scheduler
- TaskRay Entity Resource Diagram (ERD)
- Use the TaskRay Task Clone Apex Method in Your Own Code
- Create a TaskRay Pending Action using Process Builder and Flow
- Migrate External Data into TaskRay