From TaskRay Newbies to advanced users, we've got you covered.
Installation
Account
Basics
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
- Prevent the Completion of a Task when its Predecessor is Incomplete
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
- Task Group Mode
- Create Task Groups
- Add Tasks to Task Groups
- Move Tasks Between Task Groups
- Sort Task Groups
- Clone Task Groups
Tasks
See all 21 articlesChecklists
- Create Checklists
- Edit Checklists
- Assign Checklist Owners
- Organize Checklists
- Complete Checklists
- Insert Template Checklists Into Tasks
Templates
Assistant
Team
Files
Time Tracking
Collaboration & Notifications
- TaskRay Notifications
- Daily Planner Email
- TaskRay Notifications to Anyone
- Chatter in TaskRay
- Track Changes with Chatter Feed Tracking
- Follow Project and Task Activity
Extensions & Extras
- TaskRay Slack Bot
- TaskRay Email Assistant
- Email to TaskRay
- Dashboards
- Share TaskRay Data with External Stakeholders
- Box + TaskRay
Automations
- Automatically Clone Templates Using the Process Builder
- Automatically Stitch Projects Using the Process Builder
- Automatically Assign Team Members to New Projects
- Automatically Complete Checklist Items When a Task is Finished
- Automatically Archive Completed Projects
- Automatically Archive Completed Tasks