Map Your Business Process
The Map Your Business Process track covers one of the most imperative stages of the TaskRay implementation journey. Structuring and organizing your repeatable business processes in TaskRay lets you establish a strong foundation by refining inefficiencies and incorporating improvements, empowering your team and organization to achieve their goals successfully. Your business process isn’t just important; it’s the heart of your TaskRay implementation. The track covers topics suited for TaskRay Admins and business process owners.
Estimated time to complete the track: 2 hours.
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!
Foundation
This section focuses on fouindational topics for structuring your business process in TaskRay, including technical dettails and reporting strategies.
Templates: Overview
As you bring your business process into TaskRay, you will use Templates to organize and structure project plans.
Project Build & Automation
TaskRay offers flexibility when it comes to creating projects from Templates. This section provides an overview of two main approaches to structuring projects (simple and dynamic) and summarizes best practices for automating project creation.
Wrap Up
You did it! For your final step, review the Wrap Up module and receive your certificate of completion.
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.