Customizations
- Integrate TaskRay with Salesforce Objects
- Add Custom Fields to Projects and Tasks
- Customize Task Mini Page Layout
- Customize Checklist Mini Page Layout
- Automate TaskRay Using the Lightning Process Builder
- Manage Dependencies
- Auto-Assign Team Members to New Projects
- Prevent the Completion of a Task when its Predecessor is Incomplete
- Automatically Complete Checklist Items When a Task is Finished
- Prevent Tasks from Being Finished Until All Checklist Items Are Completed
- Auto-Archive Completed Projects
- Auto-Archive Completed Tasks
- Customize Task Card Label Colors According to Picklist Selection
- Modify Status Lists
- TaskRay Field Trickler
- Customize Daily Planner Emails
- Customize Task Owner Assignment Emails
- Record Types
- Manage Loading Mask Quotes
- Translation