1. What are TaskRay’s Templates and Automation features?
TaskRay’s Templates and Automation offer a Salesforce-native suite that streamlines project setup with tools like Template Hub, Stitcher, Versioning, Template Migration, and automation via Flow—enabling efficient, standardized onboarding and project planning.
2. What is the Template Hub, and why is it useful?
Template Hub serves as a one-stop workspace for creating, editing, and managing hierarchical project templates, complete with task groups, dependencies, assignments, and milestones, all within a single interface.
3. How does the Stitcher function simplify project creation?
Stitcher enables you to create custom projects by combining multiple templates or task groups, automating this process with Salesforce Flow when an Opportunity is marked as Closed Won for dynamic project generation.
4. What role does Template Versioning play?
Template Versioning creates Addressable IDs for templates, ensuring that automation always references the correct version—even as templates evolve—without breaking workflows.
5. How can I automate project creation using TaskRay?
You can configure Salesforce Flow to automatically create projects from templates based on triggers, such as Opportunity stage changes (“Closed Won”). For dynamic processes, workflows can be customized to include different task groups depending on the products sold via Opportunity Products.
6. What is Template Migration, and why is it important?
Template Migration simplifies the transition of templates from a sandbox to a production environment with just a few clicks, reducing manual overhead and error risk.
