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On-Demand Webinar: March 2022 Release Overview
Watch this webinar detailing our March 2022 release. We cover the new features and functionality you can expect, provide a demo, and answer questions on how the release can work for your team.
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In this webinar, TaskRay Customer Onboarding Specialist Ryan Ensign will share the importance of—and best practices for executing—your internal handoffs (including how to automate them). If you want to uplevel your handoff process, you won’t want to miss this webinar!

TaskRay Customer Onboarding Specialists Laura Pellar and Ryan Ensign talk about the importance of—and best practices for executing—the next three plays Customer Onboarding Playbook: Desired Outcomes, Success Plans, and Automating Your Handoffs.

Join our Customer Success team for our monthly webinar series covering the basics of working within TaskRay. Each month we cover a new topic in addition to the overview.

In this webinar, TaskRay’s Mike Davis and Kim Morrow of Forté Consulting discuss the soft skills required for building long-lasting relationships with your new customers.

Join VP of Customer Success & Support, Sunny Harmon to get the five tips in her framework for great client management.

Team members from TaskRay and Formstack, two leading Salesforce-native platforms that help users organize, automate, and improve how they work, share their insight and real-life examples.

Join TaskRay and Automox for a lively discussion about the important first steps in every new customer journey.

Join Sunny Harmon, VP of Customer Success & Support, as she guides viewers on how to build, view, and share TaskRay reports.

Join TaskRay cofounder Blakely Graham and the author of Onboarding Matters, Donna Weber, in this engaging conversation about customer onboarding.

Sunny Harmon, VP of Customer Success at TaskRay will share her two decades of experience advising clients on their own high-touch onboarding programs.

This 30-minute webinar details the features included in the March 2021 Release of TaskRay. We cover new features and functionality with a demo and answer questions about how the new release can help your team.

This 30-minute webinar details the features included in the March 2021 Release of TaskRay. We cover new features and functionality with a demo and answer questions about how the new release can help your team.