Create TaskRay Projects Automatically using Lightning Process Builder

Create TaskRay Projects Automatically using Lightning Process Builder

As you know, TaskRay is a great tool for easily managing, tracking and reporting upon all of your Tasks and Projects directly within Salesforce. And to help save time with repeating processes you can also create and clone project templates. Wouldn't it be great if you could have Salesforce automatically clone a TaskRay Project Template based upon whatever criteria you wish?

Summer 2016 TaskRay Release: Visualize Your Projects In A Whole New Way

Summer 2016 TaskRay Release: Visualize Your Projects In A Whole New Way

With our August Release, we are taking project data visualization to the next level. The new left sidebar allows you to quickly access project data by five new default views - Inbox (My Projects + My Tasks), My Projects (My Projects + All Tasks), Favorites (Starred Projects), Delegated (Tasks I Created and Assigned to Others), and Recent Projects (5 Most Recently Viewed).

Why You Need Project Management in Salesforce

Why You Need Project Management in Salesforce

During our time at Dreamforce, we got to speak with a lot of people interested in using TaskRay. We got some great questions such as what’s a native app, what kind of customizations are possible, and does everyone in my organization have to have TaskRay? These are all great questions. But the one that we got which I thought deserved a post of its own was—Why would you need or want project management in Salesforce in the first place?

Is Friction Killing Your Productivity?

Is Friction Killing Your Productivity?

It's a familiar story for anyone who has purchased software for their business. You shop for the right solution, make the purchase and set about using the product with best intentions and unbridled enthusiasm. Now fast forward into the future: the product is half-heartedly used. The team resents the way the product “gets in the way” of doing their work. A growing number of individuals find excuses to spend less and less time using the product, with only threats from their management keeping them in it at all.

This entrepreneur's advice to himself: Think big. Now bigger.

This entrepreneur's advice to himself: Think big. Now bigger.

If Eric Wu weren’t the co-founder of Bracket Labs, tasked with sales and customer success, he’d like to be running a surfing school in Hawaii, possibly with a bowl of potato chips and French onion dip at the ready.

Put that in his futures file.

Meanwhile, he’s busy building high-quality collaboration and productivity apps for the Salesforce AppExchange.