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Working in Spreadsheet View

Working in Spreadsheet View

Spreadsheet View was introduced in the TaskRay Spring 2021 release and it operates very similarly to an Excel spreadsheet. This view allows you to make bulk updates to tasks in a quick and streamlined manner.

Metrics: Showing the Value of Customer Onboarding

Metrics: Showing the Value of Customer Onboarding

It’s not enough to hope leaders notice all the hours you and your team strive to onboard and enable customers. Most likely, management doesn’t fully understand what you do all day, nor the greater impact you have on the business. So, you need to tell them.

6 Tips for Increasing End-User Adoption of TaskRay

6 Tips for Increasing End-User Adoption of TaskRay

We all know change management is never easy. The investment you have made in TaskRay is worth it if your users find it valuable to scale projects, see project visibility, move efficiently through their work, and come to enjoy TaskRay as a tool to make their job easier.

Building Trust with New Clients

Building Trust with New Clients

During onboarding, it’s critical you combat the challenges of first impressions, buyer’s remorse, and prospection because how you start with a new customer may determine whether they renew or they churn.

The Neuroscience of Onboarding

The Neuroscience of Onboarding

During onboarding, brain science comes into play in three areas: first impressions, buyer’s remorse, and cognitive closure. While I’m no neuroscientist, I’m excited to share with you the impact onboarding has on long-term customer relationships.

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.

TaskRay Premium & Resource Management

TaskRay Premium & Resource Management

Summer is an exciting time of year. It’s a time for vacations, long weekends, family fun, and adventure. But as a business organization that relies on hard-working resources to deliver on customer promises and deadlines, the Summer season can represent major challenges.