User Tips

The TaskRay Onboarding Team's Top Three Favorite Tools for Customer Onboarding

Written by TaskRay Customer Onboarding Specialist, Laura Pellar.

We’ll also be hosting a webinar on this same topic on Thursday, September 19 at 10am MT, sign up here!

TaskRay Onboarding Specialist, Laura Pellar, empowers new TaskRay users by guiding them through setup and configuration to maximize the value that TaskRay can provide. By the end of the TaskRay customer onboarding process, she has new users successfully running their onboarding and other projects directly from TaskRay. So which tools does Laura rely on when onboarding new TaskRay customers? Here’s her list of insider favorites!  

1. Collaboration 

With TaskRay, you can easily collaborate internally with other TaskRay users, ensuring that everyone can see how onboarding projects are progressing and can note any upcoming milestones or deadlines. Non-users can participate through our view-only functionality.  

Collaboration also extends to working with TaskRay’s customers during onboarding. Laura elaborates: “With TaskRay’s external sharing options, I use SFDC communities to assign my customers onboarding tasks. This helps ensure that they stay on schedule and also lets them know where we are in the process. I always encourage new customers to provide TaskRay licenses to their entire team so everyone has access and can view and collaborate on tasks.” 

For more on external sharing with TaskRay, check out this article

2. Plan View

“As the “Project Manager” of Taskray’s customer onboarding process, I’m a big fan of Plan View. I really love its Gantt-chart interface. I’m able to see overall project timelines, update tasks and milestones, and make drag-and-drop date changes that automatically update downstream tasks—I’m even notified if these changes create any conflicts! With long term implementations, Plan View allows me to view projects across days, weeks or even months,” says Laura. 

In addition, Plan View visualizes project baselines clearly. Users can set baselines at the beginning of an onboarding and then report on any changes along the way. This helps users stay on track and easily identify where they may be falling behind. Plan View makes it incredibly easy to create task dependencies, assign task owners, and track a task’s status.

Check out our new Template Performance View, which is great for larger, portfolio-wide  projects.

3. Task Dependencies

Speaking of dependencies, task dependencies are hugely important during onboarding projects. There are a number of tasks that can’t be completed until their predecessor is finished and well-designed dependencies in TaskRay really helps connect tasks together throughout the course of a project. 

“When I update a single task dependency in TaskRay, the rest of my tasks that are tied with that dependency automatically update. This is incredibly helpful for projects that require tasks to be completed in a prescribed order,” adds Laura.

You can learn all about task dependencies here