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TaskRay Announces Solution Updates on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace
TaskRay has updated its solution on the Salesforce AppExchange, providing customers new ways to collaborate with external stakeholders, such as their customers or partners, with task assignment capabilities and enhanced visibility into post-sale processes, such as onboarding, installations, or implementations.
Tips & Tricks: Public Dashboards
Learn about Public Dashboards in this installment of Tips & Tricks. You will learn best practices when it comes to implementing this great feature as well as some cool ways to customize the view. Take external collaboration to the next level with Public Dashboards.
Tips & Tricks: External Ownership & Completion
Learn about External Ownership & Completion in this installment of Tips & Tricks. You will learn best practices when it comes to implementing this great new feature as well as some cool ways to customize the notifications. Take external collaboration to the next level with External Ownership & Completion.
TaskRay Announces Solution Updates on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace
TaskRay has updated its solution on the Salesforce AppExchange, providing customers new ways to collaborate with external stakeholders, such as their customers or partners, with task assignment capabilities and enhanced visibility into post-sale processes, such as onboarding, installations, or implementations.
TaskRay Achieves SOC 2® Type 1 Certification
TaskRay has successfully completed its System and Organization Controls (SOC) audit, resulting in compliance. This certification demonstrates TaskRay’s commitment to operating software, business processes, policies, and procedures that ensure the security and data processing integrity of customer information.
Deep Dive: Internal Handoffs
Sticking your internal handoff will ensure every customer feels like a VIP as they begin their journey with you. Get TaskRay’s essential resources for internal handoffs.
March 2022 Release Now in Sandbox: Taking Collaboration to the Next Level
Our March 2022 Release gives your external stakeholders more power and input. You can externally assign tasks to those outside your salesforce org and they also have the ability to complete those tasks so the project can run smoothly and stay on track. We have enhanced our Public Dashboard to give more context into project metrics as well as project notes and insights.
March 2022 Release: External Stakeholders, Please Stand Up!
Our March 2022 Release remixes our collaboration features by making it easier to include external teams in the project. We’re enhancing the external link that is shared with those stakeholders outside of your org. Along with that, we are giving the ability for those stakeholders to ‘own’ and ‘complete’ work they may be assigned on a project.
Tips & Tricks: Plan View
Plan View is one of the main views in TaskRay and it visualizes projects on a Gantt-like timeline. This view makes it easy to schedule tasks, connect dependencies, and see the entire project timeline from start-to-finish.
Tips & Tricks: Using Enhanced Filtering
In part 2 of the tips and tricks for Enhanced Filtering series, we are going to cover the best practices and technical considerations for implementing Enhanced Filtering.
Get a 5-Star Experience with TaskRay’s Support Plans
Our three-tiered support model provides the flexibility to choose between options that include self-service, faster response times, and a proactive, consultative approach. This blog post will help you decide which one is right for you.
TaskRay Announces Revamped Support Plans with New Three-Tiered Model
TaskRay, a provider of customer onboarding software on the Salesforce AppExchange, today announced it has revamped its support plan model to better meet the needs of its growing customer base looking to enhance customer onboarding and project management processes.
Tips & Tricks: Strategies for Setting Up Enhanced Filtering
If you’re brand new to TaskRay filtering overall and aren’t sure where to start, or currently using Classic Filtering and are ready to migrate to Enhanced Filtering and need some help with how to strategize the setup, you’ve come to the right place!