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
See all 14 articlesTemplates
- Intro to Templates
- Managing Templates
- Template Migration
- Clone Templates
- Stitcher
- Analyze Performance of Templates
Projects
- Create Projects
- Edit Projects
- Project Schedules
- Schedule Projects
- Advanced Scheduler
- Select Projects to View
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 23 articlesChecklists
- Create Checklists
- Edit Checklists
- Assign Checklist Owners
- Organize Checklists
- Complete Checklists
- Insert Template Checklists Into Tasks
Resource Management
- Resource Management: Configuration Guide
- Manage TaskRay Business Schedules
- Manage Roles
- Manage Resources
- Manage Attributes
- Resource Planner
Team
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
Collaboration & Notifications
- Email Notifications
- In-App Notifications
- Alert Banners
- Daily Planner Email
- TaskRay Notifications to Anyone
- Chatter in TaskRay
External Collaboration
Collaboration View
Collaboration Connect
Collaboration Hub
Collaboration Experience (Digital Experience Sites)
Baselining
Reporting and Analytics
Customizations
- Integrate TaskRay with Salesforce Objects
- Add Custom Fields to Projects and Tasks
- Customize Task Mini Page Layout
- Customize Checklist Mini Page Layout
- Track Changes with Chatter Feed Tracking
- Set Up Custom In-App Notifications
Assistant
Files
Time Tracking
See all 7 articlesIntegrations
Automations
- Automate Project Creation: Configuration Guide
- Clone Operation Complete
- Automatically Create Projects Using Flow
- Automatically Reassign Task Owners
- Automatically Complete Tasks When Their Checklists Are Completed
- Automatically Update Ongoing Task Progress Based on Task Status List
Components
Packaged Flows
- About Packaged Flows
- Customer Onboarding Kickoff Flow
- Customer Onboarding Completion Flow
- Customer Onboarding Score
- Customer Onboarding Feedback Form
- Using the TaskRay Feedback Form to Capture NPS
Advanced
- TaskRay Entity Relationship Diagram (ERD)
- Use the TaskRay ID Resolver Apex Method in Your Own Code
- Use the TaskRay Project Clone Apex Method in Your Own Code
- Use the TaskRay Bulk Clone Apex Method in Your Own Code
- Use the TaskRay Project Stitcher Apex Method in Your Own Code
- Use the TaskRay Task Clone Apex Method in Your Own Code
Flux Capacity (Legacy 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