TaskRay Academy

Welcome to the TaskRay Academy

TaskRay Academy is a customer-centric training hub focused on best practices, product knowledge, and general tips on how to get the most out of TaskRay.

Maximize your success with TaskRay by getting certified!

Getting Started

Implementation Basics

Start your TaskRay journey with a strong foundation that will set your team up for success. This track is designed for TaskRay Admins and those who are directly involved in the implementation process and covers the following topics:

  • Overview of the implementation process
  • Strategic approach to managing TaskRay configurations
  • Best practices for user access
Estimated time to complete the track: 45 minutes
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Process Mapping

Map Your Business Process

Structuring your business process is one of the most imperative stages of the TaskRay implementation journey. This track is your key to setting up a scalable and efficient TaskRay process and it covers the following topics suited for TaskRay Admins and business process owners:

  • Technical essentials and strategic reporting tactics
  • Structuring TaskRay Templates to according to your business requirements
  • Tips and best practices for building efficient automations
Estimated time to complete the track: 2 hours
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Productivity

End User 101

Whether you’re new to TaskRay or we’ve been your trusty sidekick for a while, this track sets the foundation and unlocks best practices to accelerate how you manage your work. This track is perfect for TaskRay end users who manage daily assignments in the app.

  • Mastering task management
  • Overview of basic app functions
  • Best practices for managing your TaskRay workspace
Estimated time to complete the track: 1 hour and 45 minutes
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