TaskRay Academy

Implementation Basics

The TaskRay Implementation Basics track is deisgned for TaskRay Admins and those who are directly involved in the implementation process. The track covers foundational information that applies to every implementation of TaskRay, including best practices, configuration guidance, and tips on how to efficiently navigate every phase of the implementation process. Our goal is your success, and we want to make sure you feel supported and have all the necessary resources for your implementation journey.

Estimated time to complete the track: 45 minutes.

To access the modules, register/log in with your company email. At the end of the training, you will receive a certificate of completion. If you have any quesitons as you go through the modules, you can always reach us by emailing academy@taskray.com. Good luck!

Intro

In this section of the training, we go over the ultimate basics about TaskRay, share relevant resources, and review how to approach the implementation journey as a whole.

  1. 1. Welcome to TaskRay
  2. 2. Planning Your Implementation
  3. 3. Salesforce Environments and TaskRay Configurations

Installation and Access

This section focuses on core functions and processes for managing assignments and collaborating with others in TaskRay.

  1. 4. TaskRay Installation
  2. 5. User Access and TaskRay Permission Sets
  3. 6. Access Customization and Permission Set Groups

Wrap Up

You did it! For your final step, review the Wrap Up module and receive your certificate of completion.

  1. 7. Wrap Up & Get Certificate!

Resources

TaskRay offers many resources that you can use to stay up to date on all things TaskRay and request assistance whenever necessary. You can find all of those resources here: TaskRay Resources.