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
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
Board Filters
- Standard Board Filters
- Create Custom Filters
- Edit Filters
- Organize Filters
- Share Filters
- Delete Filters
Projects
- Create Projects
- Edit Projects
- Project Schedules
- Schedule Projects
- Select Projects to View
- Change the Project Color
Task Groups
- Edit Task Groups
- Task Group Mode
- Create Task Groups
- Add Tasks to Task Groups
- Move Tasks Between Task Groups
- Sort Task Groups
Tasks
See all 23 articlesChecklists
- Create Checklists
- Edit Checklists
- Assign Checklist Owners
- Organize Checklists
- Complete Checklists
- Insert Template Checklists Into Tasks
Templates
- TaskRay Template Hub
- Template Builder
- Create Templates
- TaskRay Template Library
- Edit Templates
- Clone Templates
Baselining
Assistant
Team
Files
Time Tracking
Collaboration & Notifications
- Email Notifications
- In-App Notifications
- Alert Banners
- Daily Planner Email
- TaskRay Notifications to Anyone
- Chatter in TaskRay
Extras
- Insights Tab in Right Sidebar
- Customer Onboarding Score
- TaskRay Email Assistant
- Reports
- Dashboards
- Email to TaskRay
TaskRay External Sharing
Integrations
- TaskRay Slack Bot
- Quip + TaskRay
- Box + TaskRay
- Conga + TaskRay
- GridBuddy + TaskRay
- FormAssembly + TaskRay
Automations
- Automatically Clone Individual Tasks Using the Process Builder
- Automatically Clone Templates Using the Process Builder
- Automatically Stitch Projects Using the Process Builder
- Automatically Stitch Tasks Using the Process Builder
- Automatically Assign Team Members to New Projects
- Automatically Complete Checklist Items When a Task is Finished
Components
Flow Templates
Communities
Advanced
- 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
- Use the TaskRay Project Clone Apex Method in Your Own Code