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Feature Highlight: External Collaboration

Feature Highlight: External Collaboration

TaskRay offers a robust feature set to manage and optimize your post-sale processes. Our new blog series called “Feature Highlight,” will introduce or reacquaint you with specific features through a quick overview. First up, we are covering External Collaboration features.

Tips & Tricks: Plan View

Tips & Tricks: Plan View

Plan View is one of the main views in TaskRay and it visualizes projects on a Gantt-like timeline. This view makes it easy to schedule tasks, connect dependencies, and see the entire project timeline from start-to-finish.

How to Use TaskRay’s Baselines

How to Use TaskRay’s Baselines

When it comes to managing projects, metrics help identify inefficiencies, celebrate great wins, and capture vital insights on how the work went. There is a multitude of ways to capture metrics in Salesforce, and one of TaskRay’s features is designed specifically for this purpose: Baselining.