TaskRay Support Guide

• Pre-Installation and Considerations
• Install TaskRay
• Post-Installation: Assign Permission Sets and Licenses
• Customize Access Using Permission Set Groups
• Post-Installation: TaskRay for Salesforce Mobile App

• Purchase Additional Licenses
• Transfer Licenses Between Users
• Remove Licenses from Users

• Contact TaskRay Support / Submit a Request
• TaskRay Company Hours and Holidays

• TaskRay Terminology & Structure Basics
• TaskRay Navigation
• My Work
• Kanban View
• Plan View
• Spreadsheet View

See all 12 articles

• Intro to Templates
• Managing Templates
• Template Versioning
• Template Migration
• Clone Templates
• Stitcher

See all 9 articles

• Create Projects
• Edit Projects
• Project Schedules
• Advanced Scheduler
• Select Projects to View
• Change the Project Color

See all 18 articles

• Task Group Mode
• Create Task Groups
• Add Tasks to Task Groups
• Move Tasks Between Task Groups
• Edit Task Groups
• Sort Task Groups

See all 11 articles

• Task Card
• Create New Tasks
• Edit Tasks
• Schedule Tasks
• Task Multiple Dependencies
• Ongoing Task Progress

See all 18 articles

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

• Resource Management: Configuration Guide
• Manage TaskRay Business Schedules
• Manage Roles
• Manage Resources
• Manage Attributes
• Resource Planner

See all 11 articles

• Dynamic Team Builder
• Bulk Add or Remove Team Members

• 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

See all 8 articles

• Email Notifications
• In-App Notifications
• Daily Planner Email
• Task Owner Assignment Notifications
• [Custom] Overdue Task Notifications
• [Custom] Predecessor Tasks Completed Notifications

See all 10 articles

• About Baselines
• Set Baselines
• View Baselines
• Manage Baselines
• Track Custom Fields on Baselines
• Delete Baselines

• Reports and Analytics
• Dashboards
• Insights Tab in Right Sidebar

• Integrate TaskRay with Other 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

See all 22 articles

• Assistant
• [Assistant] Unscheduled Tasks
• [Assistant] Tasks At Risk
• [Assistant] Ungrouped Tasks

• Manage Files

• Configure Time Tracking
• Set Time Estimates
• Billable Time
• Manage and Log Time

• Conga + TaskRay
• DocuVault + TaskRay
• Cirrus Insight + TaskRay

• 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

See all 13 articles

• TaskRay Agent Action: Prioritize Tasks

• TaskRay Lightning Components Catalog
• Set Up Components
• Remove Components from Pages
• How to Update Your Lightning Pages to Use Components from the TaskRay Package

• 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

See all 9 articles

• Template Sync
• 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

See all 10 articles

• 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

See all 38 articles

• Uninstall TaskRay
• Uninstall TaskRay Lightning Components