Have you ever felt overwhelmed trying to manage templates across projects or had that sinking feeling of updating a process in one place only to realize ten projects didn’t get the memo?
You’re not alone. Template management is a critical piece of operational success, especially when you’re juggling onboarding, implementation, or recurring service delivery across customers.
The good news? TaskRay has built a powerful, flexible suite of template tools to take that pressure off your plate.
From smarter updates to seamless migrations, we rounded up the best TaskRay template features to help you save time, stay aligned, and scale faster.
Let’s kick things off with the newest star in the template management lineup: Template Sync.
We’ve all been there: your team rolls out a process improvement, but now you have to hunt down every active project to apply the update. Manual edits? No thanks. With Template Sync, that’s a thing of the past.
Template Sync automatically syncs template changes to active in-flight projects, keeping everything aligned to the latest version of your process—without requiring manual updates. Whether your projects were cloned from a master template or stitched together from multiple sources, Sync can be enabled to ensure each one stays in step.
Whether you’re managing a single onboarding process or hundreds of projects across departments, Template Sync helps you move fast while staying organized.
Template Sync isn’t one-size-fits-all—it’s flexible by design. You can:
And because it only updates open work, your historical data stays intact. It’s hands-off change management that just works.
Template Sync is out of beta and available as a paid add-on for Standard and Premium Editions.
To learn more about how this new feature will uplevel your operations, see our support article on Template Sync.
Now, let’s talk about what might be the most underrated time-saver for template managers: Template Migration.
If you’ve ever had to recreate a tested template from your Salesforce sandbox into production, you know the pain: multiple tools, manual steps, and more room for error than you’d like to admit. Enter Template Migration.
This feature simplifies the whole process. Build and test templates safely in your sandbox environment, and when you’re ready, migrate them to production with just a few clicks. It’s fast, accurate, and eliminates the need for external data loaders or manual recreation.
This is huge for teams that frequently iterate or follow strict change management protocols. Plus, Template Migration preserves template IDs, meaning automations tied to templates (like cloning or stitching) stay intact even after a migration.
You can now make continuous improvements, reduce risks, and free up resources for higher-impact work. That’s smart scaling.
For a deeper dive, check out our Template Migration support article.
Let’s zoom out for a moment. Before you sync or migrate anything, you need a centralized way to build and manage your templates—and that’s where Template Hub and Template Builder come in.
These tools offer a visual, user-friendly interface to:
The recent UI upgrades make Template Hub even easier to navigate, and you can now version templates to track changes over time (more on that below).
Whether you’re building from scratch or optimizing an existing template, the Hub is your single source of truth.
No process is perfect forever, and that’s okay. With Template Versioning, you can improve templates without a hassle.
Every time you make changes to a template, TaskRay keeps a historical backup. You can:
This means real-time optimization without fear of breaking what’s working. It’s also a great way to benchmark best practices and onboard new team members with a clear, standardized process.
Sometimes you need more flexibility than a single template can offer. That’s where Stitcher shines.
Stitcher lets you dynamically build custom projects by combining multiple templates or task groups—manually or through automation (like when an Opportunity is marked “Closed Won”). It’s perfect for onboarding scenarios, installations, or any situation where customers require a unique combination of repeatable processes.
You can:
The result? Unique projects that are still standardized and repeatable, saving time while reducing errors.
Let’s recap the powerful template tools now at your fingertips in TaskRay:
| Feature | What It Does | Best For |
| Template Sync | Automatically updates active projects with template changes | Ops teams, compliance, fast-scaling orgs |
| Template Migration | Moves templates from sandbox to production | Admins, template managers |
| Template Hub & Template Builder | Centralized space to build and manage templates | Anyone managing repeatable processes |
| Stitcher | Combines templates/task groups to create dynamic projects | Onboarding, install teams |
| Template Versioning | Tracks template history and impact over time | Data-driven PMs, process owners |
These tools don’t just save time—they help you build better processes that scale with your business.
Whether you’re just getting started with TaskRay templates or you’re ready to supercharge how your team operates, now’s the time to lean into the power of this toolkit.
If you’re interested in activating Template Sync or Template Migration, or just want help setting up your Template Hub, reach out to your TaskRay Customer Success Manager or email us at success@taskray.com. We’re here to help!
Templates are the backbone of repeatable project success. With TaskRay, now you have the tools to make them smarter, faster, and more efficient than ever.
