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Deep Dive: Tech-Touch Customer Onboarding

Deep Dive: Tech-Touch Customer Onboarding

Customer onboarding should be proactive, not reactive, while also built to scale. With a tech-touch—or automated—approach, you can guide new customers and train them on how to use your product or service on a one-to-many scale. Get all of our resources designing a tech-touch framework for guiding new customers on their onboarding journey.

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MickTesting
Tips and Tricks: Measuring Performance

Tips and Tricks: Measuring Performance

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.

MickTesting
Working in Spreadsheet View

Working in Spreadsheet View

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.

MickTesting
Metrics: Showing the Value of Customer Onboarding

Metrics: Showing the Value of Customer Onboarding

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.

MickTesting
6 Tips for Increasing End-User Adoption of TaskRay

6 Tips for Increasing End-User Adoption of TaskRay

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.