All of us here at TaskRay are absolutely delighted to have been named one of Colorado’s “Best Places to Work” on Built In’s 2023 list. We are proud to be a values-driven company built on the belief that people come first. Read more about the award. >>
You may have just launched a new customer onboarding program or are refining your approach to working with thousands of customers. Regardless, do you know the maturity level of your customer onboarding program?
Get your onboarding process off to a fast and smooth start using the Onboarding Kick-Off Flow feature. This feature guides managers and end-users through project creation from an opportunity. We love this feature. And you will too!
The newest TaskRay release introduces Template Versioning to all editions. We're constantly improving the post-sales work management experience, and template versioning allows for quick iteration of a template to see results over time. Let's help you get started with Template Versioning.
When it comes to setting up your team, and your company, for success, the formula is simple: The best way to have a great year is to start with a good plan. Because annual planning is key to any business’s success, check out these best practices to get it right in 2023.
This feature highlight post reintroduces you to Project Hierarchy & Task Groups. Admins, end users, and project managers alike can take full advantage of the various approaches offered by TaskRay to find the perfect option to structure projects.
The TaskRay October 2022 update shines a spotlight on Templates. Take a look at the TaskRay Sandbox to see the new and improved features in action, specifically, template versioning, template hub updates, checklist queues, task assignment, and a few other usability improvements.
TaskRay offers a robust feature set to manage and optimize your post-sale processes. Our new blog series called "Feature Highlight," will introduce or reacquaint you with specific features through a quick overview. First up, we are covering External Collaboration features.
Because Templates are so important to optimizing your post-sale processes, they are the star of the show for our upcoming major release. We’re bringing you dynamic new and enhanced features that will elevate how you manage Templates, such as versioning and task assignment, along with a lot of nifty usability improvements.
For the first time since 2019, Dreamforce will be in-person with an expected 35,000+ attendees. You might be new to Dreamforce or you might need a quick refresher after the nearly three-year hiatus and TaskRay has you covered with our top tips and tricks.
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.
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.