FAQ
- Common Account-Related Questions
- Do I need to purchase TaskRay licenses for all users in my Salesforce org?
- Do I need a TaskRay license to use or view the TaskRay components in Salesforce?
- What do I need to do after I install TaskRay?
- What do I need to do after I purchase TaskRay licenses?
- How do I grant TaskRay Support access?
- Does TaskRay work with Salesforce Platform Encryption (also known as Shield)?
- Does TaskRay work in Salesforce Government Cloud?
- Should I map out my process and set up projects in sandbox or production?
- How do I create a custom TaskRay permission set?
- How do I add or remove columns in Kanban View?
- How Do I Migrate To Multiple Dependencies?
- How do I transfer my sub-projects into task groups?
- Can I add deadlines to Checklist Items?
- Why is my "TaskRay - Team Members by Project" report not working?
- How do I find a missing TaskRay Project or Task?
- How do I undelete a TaskRay Project or Task?
- Why am I unable to follow a task?
- Why do I see "additive" TaskRay permission sets?
- Why is my custom field displaying incorrectly in TaskRay?
- How do I remove an inactive Salesforce user from TaskRay?