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Let’s talk about a very near and dear subject that most organizations face when rolling out a new product: Adoption! Imagine, or maybe you’ve experienced, a time when you have finished implementing TaskRay or any other tool for your organization. You’ve put together a stellar UAT, training program, and full rollout to end-users. You’re feeling good and excited and are looking forward to a smooth adoption. Then you find out a few weeks later that they are still using a spreadsheet to manage projects. Maybe you ask yourself: Is it time to go back to the drawing board? Is this the right tool? But hopefully, you ask yourself what you can learn from your users and make some adjustments.

We all know change management is never easy. The investment you have made in TaskRay is worth it if your users find it valuable to scale projects, see project visibility, move efficiently through their work, and come to enjoy TaskRay as a tool to make their job easier.

Here are a few small and simple things you can do to increase your user adoption:

1. Add TaskRay to your Navigation Bar

Adding TaskRay to your navigation bar makes it easy for users to move between TaskRay and Salesforce without having to search for the application. We also have a MyWork Utility function so users can take their daily work with them throughout Salesforce.

2. Utilize Lightning Components

We offer a catalog of Lightning Components that you can easily add to Accounts, Opportunities, Home, or other record pages for quick insight into related projects, daily MyWork, project snapshots, and much more. These can easily be downloaded for free in the AppExchange.

Adding the MyWork, TaskRay Feed, or TaskRay Projects components to your Salesforce Home page is a great way to show users their work right as they log in at the beginning of their day. The MyWork component allows users to complete or block tasks, update statuses of tasks, and change dates without going into the TaskRay application. The fewer clicks to complete work, the better.

Users who may work in certain areas of Salesforce, like Accounts or Opportunities, may prefer to stay there and see or work on contextual projects through the Kanban or Plan view added to those pages.

3. Discover the Most Useful Views

There are several different ways and views to get work done within TaskRay.

  • Row view is great for users with multiple projects and more daily tasks. You can easily sort work by due date, change dates, add files or checklists, and change task status without having to open the task card.
  • Kanban view is another great view to easily see tasks and complete work using the drag and drop functionality.
  • Spreadsheet view mimics that pesky spreadsheet your users keep going back to, but with the functionality to complete work within TaskRay. You can add columns based on fields of the project, sort your data, and even bulk edit tasks in this view.

4. Leverage the Power of TaskRay Reporting

TaskRay comes with a number of prebuilt Salesforce reports that can give visibility into overdue tasks, project timelines, logged time by users, and much more. Use this data in your weekly meetings or reports, discuss projects and get users to see the value of the data in TaskRay. If users know that is where their updates and project data will live, they will learn to embrace TaskRay as their source of truth and work within the application. Read more about measuring success with TaskRay here in our blog!

5. Provide Hands-On Training

For training your end-users, our best practice and recommendation is to recommend end-user training that includes a hands-on approach—assign them work in TaskRay to learn the tool, such as Create a Task, Add a Checklist, Reassign a Task, and Finish a Task. Create a custom training deck and plan a half-day training for your team to get comfortable with TaskRay, ask questions, and provide you with feedback. Our most successful customers have implemented this type of training, and have seen their teams become super users!

At TaskRay, our approach is to crawl, then walk, then run. In onboarding, you may have heard our team say this multiple times. Listen to your end-users as you launch TaskRay and take their feedback as suggestions on what iterations to make in TaskRay. The first version you launch will not be the last. Your templates and processes should become more efficient for your end-users as you continue to use TaskRay.

6. Purchase a Success Program

We also now offer Success Programs with our amazing Onboarding team. You can purchase time with us to implement customizations, new features, template updates, or automations. For more information on our Success Programs, contact your Customer Success Manager or email us at

Launching a new tool for your team is not always smooth sailing. Keep in mind your ideal state versus your current state and ensure your end-users that TaskRay is here to make their jobs easier, more efficient, data-driven, and scalable. Listen to feedback, and never be afraid to ask TaskRay for help! Our team is driven to deliver exceptional customer experiences and has a robust knowledge of TaskRay and Salesforce. Happy TaskRaying!