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Why Start from Scratch If You Don’t Have To?

Create New Projects Faster with the Stitcher
Build custom projects by joining together multiple templates and task groups. Template stitching saves time by allowing users to dynamically build projects based on the needs of their unique clients without having to start from the ground up every time. It’s a great way to quickly start a new project or add tasks or task groups to active projects, and can even be automated to build a new project whenever an opportunity is marked Closed Won.
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Stitcher

A Tool for Error-Free Manual and Automated Project Building

The Stitcher tool can be utilized in a variety of ways, depending on your needs. The Stitcher allows you to search and select any of your template projects or task groups. These are cloned and inserted into your selected project.

What Can Stitcher Do for You?

  • Manually build a new project by combining multiple templates or multiple parts of templates
  • Insert a set of tasks into an existing live project, while copying all associated checklists, task files, and task dependencies (if enabled)
  • Automatically stitch a project template after an opportunity is marked Closed Won, based on certain criteria, to automate the flow
One of TaskRay’s biggest strengths is its flexibility—it adapts to our workflows rather than forcing us to change how we operate. If you’re looking for a project management solution that scales with your business and delivers real results, TaskRay is the way to go!
Melanie Duke
Director of Business Process Development at TurnKey Marketing
TaskRay has streamlined our project management and operations, boosting efficiency and collaboration. Integrating TaskRay with tools like Formstack and FilePulse 360 has further simplified client onboarding and improved team coordination.
Marissa Lambrecht
Operations Team Lead at Appluent
heather shafland
TaskRay has played a key role in the growth of our Marketing Team. As our team really evolved, the tool evolved with us. It's setup in such a way where the changes were easy to make and quick to roll out. And if there was ever a question, the support is second to none.
Heather Shafland
Business Process Manager at CyberPower Systems USA, Inc.

Frequently Asked Questions

What is the Stitcher module and how does it fit into project template workflows?

  • The Stitcher module lets you combine multiple templates into one cohesive project structure. It simplifies complex workflows by connecting related templates, helping teams launch larger or multi-phase projects more efficiently.

Can Stitcher combine or merge multiple templates into a single project structure?

  • Yes, Stitcher can merge multiple templates into a single, unified project. This helps teams streamline planning by linking related workflows and eliminating the need to recreate repetitive project steps manually.

Does using Stitcher affect automation or dependencies in the resulting project?

  • No, using Stitcher doesn’t disrupt automation or task dependencies. It preserves all existing logic and connections, ensuring that merged templates continue to function seamlessly within your project workflow.

Are there audit trails or version history available when Stitcher modifies templates?

  • Yes, Stitcher keeps a record of changes made when templates are combined or updated. This version history helps you track modifications, maintain accountability, and restore earlier versions if needed.

Save Time and Prevent Costly Mistakes with Stitcher

Best for

Onboarding Leaders
Project Managers
End Users

Drastically Reduce Errors

The Stitcher helps eliminate a common entry point for manual errors when building new project templates by cloning existing data

Automation Saves Time

Use Salesforce Flow to automate dynamic project creation with the Stitcher

Create Unique Yet Repeatable Processes

Use the Stitcher to easily modify base onboarding templates tailored to specific customers, or use Task Group Templates for hardware or system installations and stitch in the specific products or processes unique to a particular install

Relevant Resources

Visit Our Knowledgebase

Our help documentation is a great resource for getting to know TaskRay features. 
Learn More About Stitching
Learn How to Automate the Stitching Flow
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