What does “Advanced On‑Hold” functionality provide compared to basic pause/resume features?
- Advanced On-Hold offers more control than a simple pause, letting you define when and how projects or tasks pause. It automatically adjusts schedules, dependencies, and reporting so work can resume smoothly when reactivated.
Can I define criteria or rules for automatically placing tasks or projects on hold?
- In TaskRay, you can define criteria and automation rules to automatically place tasks or projects on hold by using Salesforce automation tools such as Flow, Process Builder, or TaskRay Automations.
While on hold, how is progress tracked and how are deadlines adjusted?
- In TaskRay, when a task or project is placed on hold, progress and deadlines don’t automatically stop — but you can manage and track them through specific TaskRay features and Salesforce automation settings.
Are there notifications or alerts when work is resumed from an on‑hold status?
- Yes. In TaskRay you can fire alerts when an item leaves “On Hold”—you just wire them up in Salesforce: