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Tips & Tricks: Public Dashboards

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.

MickTesting
Tips & Tricks: External Ownership & Completion

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.

MickTesting
TaskRay Achieves SOC 2® Type 1 Certification

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.

MickTesting
Deep Dive: Internal Handoffs

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.

MickTesting
March 2022 Release Now in Sandbox: Taking Collaboration to the Next Level

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.

MickTesting
March 2022 Release: External Stakeholders, Please Stand Up!

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.

MickTesting
Tips & Tricks: Plan View

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.