Templates & Automation

Stop wasting time on inefficient, manual processes for every new project. With customizable project plans and flexible management options, create a standardized framework to fit your unique needs so you can focus on delivering results.

Customer Success

Templates and automation lead to loyal, lifelong customers.

If you’re looking for ways to improve your organization’s efficiency, start new client relationships on the right foot, reduce churn, and create a standardized work management framework, look no further. TaskRay allows you to stop wasting time with inefficient manual processes and free up the energy to focus on growing customer relationships.

Increased Value

Improve time to value through standardization.

TaskRay is designed to help you create an efficient work management framework the easy way. Creating standardized processes allows you to have consistent experiences and deliver successful projects more quickly.
Proactively manage complexity across your organization.
Create repeatable processes to better manage details across teams, product lines, and customer segments.
Get it right the first time, every time.
Take the guesswork out of work management with templates and automation, allowing for a consistent and successful customer experience.
Reduce manual work, save time, and focus on what matters.
Templatized and automated processes reduce manual work, allowing teams to spend more time building strong customer relationships.

Project Hierarchy

Organize your projects through any combination of layers, like projects, subprojects, task groups, tasks, and checklists.

Template Hub

Manage your templates in one centralized place: create a project structure, designate a team, schedule tasks, create task dependencies, and more.

Project Cloning

Clone existing projects to create new projects while copying over all tasks, task groups, checklists, files, and other project information.

Template Versioning

Make changes to post-sale processes, track how the changes affect efficiency and experience, and prevent unintended modifications

Template Migration

Move net-new templates or template changes between Salesforce orgs in a few clicks, saving time and putting your mind at ease that there will be no surprises once deployed.


A unique tool to TaskRay, Stitcher combines multiple existing templates, parts of templates, and task groups to build a project template.

Sales & Customer Success Handoffs

Ensure a seamless transition by distributing all key details from your sales team to your post-sale team with an out-of-the-box onboarding Kick-Off Flow.

Customer Onboarding Scores

Measure the success of onboarding projects using customer-configurable qualitative and quantitative factors.

Excited about future TaskRay capabilities?

Discover upcoming features on our horizon and have a say in what comes next!

Want to see TaskRay in action?

Our Salesforce-native customer onboarding solution is easy to implement and user-friendly. Talk to a TaskRay expert and see how you can keep teams and customers connected and the work on track during the initial moments that matter the most.