When it comes to project management, it is not uncommon for multiple projects to be running simultaneously. So, let's talk about the big picture.
It’s undeniable that good training will help you get more out of your investment in TaskRay. Studies show that the number one reason new software installations fail is due to lack of proper implementation and training.
With all the buzz around the TaskRay August 2017 release, you might have heard about the all-new Task Groups that can be used to structure your projects. Task groups were introduced to allow grouping and organizing tasks within projects into phases, themes, sprints, or other ad hoc attributes that are relevant to the project at hand.
Last week we published a white paper - Thinking About A Project Management Tool? Read This First. The paper is a repository for the valuable insight we’ve gained over the last 7 years as well as some leading research about how to approach project management to achieve your business’s goals.
First things first, I'm kidding, we all know that 100% data accuracy is the elusive white whale in the Salesforce ocean. May we all be known as Ahab when we retire.
When I first started with Process Builder, this error drove me crazy. I have no idea where my process broke, based on this error message alone.
In protest, I would delete the entire process (that'll show 'em!), and build what I needed via Formula Fields and standard Workflow rules. However, I spent more time each week on data clean up than it took me to build the process initially. Embarrassing…
If I had a dollar for every person who asked about Field Sets, I could buy a If I had a dollar for every person who asked about Field Sets, I could buy a remote controlled tarantula..
Time is without a doubt one of the most valuable assets we have. Once it's gone it's gone forever, and you can’t make more of it. In business, where technology is increasing the pace of everything, the efficient use of time can actually be a competitive advantage.
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).
Many prospective customers ask us what the difference is between TaskRay and products that are specifically designed for managing Agile Software Development. This question is something that has fundamentally shaped TaskRay from its earliest days, before a line of code was written.
On the heels of TrailheaDX and the Summer 2016 Salesforce release, TaskRay is happy to add three new Components to our existing library. Our product development team is excited to continue their trailblazing work on Lightning Components for TaskRay. This summer we’ve created three new Components that our users will find particularly valuable.
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?