TASKRAY CAN HELP YOU AVOID THE 5 BIGGEST MISTAKES OF PROJECT MANAGEMENT
Thanks for taking the time to check out our eBook, “How to Avoid the 5 Biggest Mistakes of Project Management”. If you’re looking for a 100% Salesforce native project management solution to help your company or team manage projects better, TaskRay may be the perfect fit. Check out some of TaskRay’s key advantages below and/or sign up for a free webinar.
TASKRAY’S KEY ADVANTAGES
100% Salesforce native
A 100% Salesforce native app resides entirely within the confines of your Salesforce instance and because all data is stored within Salesforce, the app and data can be customized, automated and reported on using the same Salesforce tools users are accustomed to, such as workflow rules, dashboards, new fields, etc.
TaskRay being part of Salesforce is particularly important when projects are dependent on an action that’s already happening in Salesforce. For instance, when your sales team closes a deal TaskRay makes customer onboarding after an opportunity is Closed/Won seamless. Learn More
VISUALIZE INFORMATION YOUR WAY
One of TaskRay’s central design philosophies is that information can be organized and viewed in an aesthetically pleasing and logical manner that helps people run projects better. That’s why we provide multiple ways to view and interact with a project. For team members who want a high-level understanding of a project and its status, our Row view helps them to clearly see what needs immediate attention. Creative people tend to prefer our “sticky notes on a white board” Kanban view. Project managers like our Gantt chart-style Plan view. And everyone loves our Calendar view. While most project management tools include one or more of these views, none provide as many as TaskRay. Learn More About Views
KICK OFF PROJECTS QUICKLY
With templates, task sequencing logic and dependencies can be built in, e.g. this task should happen two days after this task. Once the start date of a project is set, the rest of the dates will fill based on the pre-set logic. And because TaskRay is 100% Salesforce native, there are lots of neat tricks to kick-off templates automatically when other events happen in Salesforce. For example, when a campaign is started in Salesforce, you can set it up so that a project automatically begins in TaskRay.* All this saves time and allows teams to put their focus on the project at hand. Learn More About Templates & Automation
*Automation set up requires Admin involvement (most automations can be done in under 30 minutes).
SIMPLIFY TEAM COMMUNICATION
Chatter allows teams in different locations, time zones, and countries to collaborate transparently in one place and in real-time, decreasing the need for endless email chains and long meetings. Chatter makes your teams’ communication effortless by allowing them to talk as individuals or as a group, to share files, and even customize conversation notifications. Learn More About Chatter
We know that managers and executives teams have different reporting needs and requirements. In TaskRay, you can report on almost all the data within TaskRay using our free dashboard extension pack (available on the AppExchange) or by creating your own parameters. Check Out Our Dashboard Extension Pack