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Boost Post-Sale Experiences with TaskRay Resource Management
In light of our recent announcement that we have acquired Flux Capacity, it seemed like a good time to introduce (or re-introduce) you to Resource Management, plus share the benefits and impacts of this acquisition.
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.
It’s not enough to hope leaders notice all the hours you and your team strive to onboard and enable customers. Most likely, management doesn’t fully understand what you do all day, nor the greater impact you have on the business. So, you need to tell them.
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.
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.
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.
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.
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.
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.
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, 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.
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!
TaskRay offers advanced Resource Management capabilities that give you project people a productivity boost in your daily lives. In this post, we'll show you how to use the Flux Planner Contextual Component, a new Resource Management feature that was included in the Fall 2021 Release.
One of the easiest ways to prepare for growth in the new year is to clean up your workspace. TaskRay’s Fall 2021 release introduced a multitude of excellent features that will help you stay organized in the new year. In this blog post we will do a deep dive into one specific Premium feature that is designed to help declutter your users’ views: the Excluding Modal Tabs feature!
When it comes to increasing customer loyalty, consider customer journey mapping. A journey map is a visualization of a process people go through in order to accomplish defined goals.
Projects can be delayed due to unforeseen circumstances, and there should be an easy way to account for these changes. This is where TaskRay’s Advanced Scheduler and On-Hold features come in. Both of these features, available to Premium Edition customers, were enhanced in the Fall 2021 Release.
We’ve introduced new task weighting capabilities in our Fall 2021 Release for Standard and Premium Editions. Here are some tips on how to give your tasks the individuality they deserve.
Join us for a close look at new-customer journey mapping—a critical process for understanding the touchpoints and interactions new customers have with your company, product, and team members.
Coming soon, we will be taking it to the next level with revamped support plans that will provide customers with “extra-VIP” treatment. Our new three-tiered model will include one free and two paid options so you’ll have the flexibility to choose what’s right for your team.
TaskRay, the leading customer onboarding platform, today announced a new growth investment and leadership appointment for the company.
The new TaskRay Fall 2021 Release version is now installed in all sandboxes! You can start checking out all the awesome new features that will be in production on November 6.
A success plan is a single place to capture customer goals and your approach for reaching them. The plan is a document that includes best practices and quick wins while addressing gaps and risks.
Whether you are regularly tracking performance, or haven’t gotten that far, you’ve come to the right place! I’ll be sharing some tips and tricks of how TaskRay’s reporting features give you the tools necessary to ensure your projects are hitting all of the metrics of success aligned with your business goals.
Spreadsheet View was introduced in the TaskRay Spring 2021 release and it operates very similarly to an Excel spreadsheet. This view allows you to make bulk updates to tasks in a quick and streamlined manner.