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
• Post Installation: TaskRay Mobile for Salesforce1
• Post Installation: View in TaskRay Button Solution

Account

• Manage Account
• Purchase Additional Licenses
• Transfer Licenses Between Users
• Remove Licenses from Users
• TaskRay Release Upgrades
• Cancel TaskRay Subscription

Basics

• TaskRay Views
• TaskRay Sidebars and Toolbar
• Tools and Settings
• Printing

Customizations

• Integrate TaskRay with Salesforce Objects
• Add Custom Fields to Projects and Tasks
• Customize Task Mini Page Layouts
• Customize Checklist Mini Page Layouts
• Automate TaskRay Using the Lightning Process Builder
• Manage Dependencies

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Board Filters

• Standard Filters
• Create Custom Filters
• Edit Filters
• Organize Filters
• Share Filters
• Delete Filters

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Projects

• Create Projects
• Edit Projects
• Schedule Projects
• Select Projects to View
• Change the Project Color
• Project Favorites

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Tasks

• Task Card
• Create Tasks
• Edit Tasks
• Schedule Tasks
• Task Dependencies
• Task Owner Assignment

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Checklists

• Create Checklists
• Edit Checklists
• Assign Owners to Checklists
• Organize Checklists
• Complete Checklists
• Delete Checklists

Templates

• Create Templates
• Edit Templates
• Clone Templates
• Lock Templates for Editing

Team

• Team Members
• Project Owners
• Add Team Members to Projects
• Set Up Queues
• Remove Team Members from Projects

Files

• Manage Files
• Search Files

Collaboration & Notifications

• TaskRay Notifications
• TaskRay Notifications to Anyone
• Chatter in TaskRay
• Track Changes with Chatter Feed Tracking
• Follow Project and Task Activity
• Notify Task Owners When Their Tasks Become Overdue

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Assistant

• Assistant in Calendar View

Time Tracking

• Enable Time Tracking
• Add Time Entries
• Timesheet View

Extensions & Extras

• TaskRay Slack Bot
• TaskRay Email Assistant
• Email to TaskRay
• Dashboards
• Share TaskRay Data with External Stakeholders
• Daily Planner Email

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Components

• TaskRay Lightning Components Catalog
• Install Components
• Home Page Component (Classic)
• Remove Components from Pages
• Uninstall Components

Communities

• TaskRay Communities Quick Start
• TaskRay Communities FAQ

Advanced

• Migrate External Data into TaskRay
• Use the TaskRay Project Clone Method in Your Own Code
• TaskRay URL Parameters

Uninstall

• Uninstall TaskRay