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TaskRay Guide Trial Setup Getting Started FAQ
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TaskRay Guide Trial Setup Getting Started FAQ
  1. TaskRay
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  3. FAQ

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?