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.

Available with

Standard, Starter, Premium

Plans

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

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.

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

Feature Focus Webinar: Template Hub and Versioning

Learn more about how to design, optimize, and standardize your repeatable processes with the TaskRay Template Hub and Versioning.

Feature Highlight: Template Hub & Template Builder

Template Hub: New and improved for 2023! You may already be aware of the Template Hub feature, which made its debut in 2020. The Template Builder is part of the Template Hub: a single workspace for admins to manage any and all existing template projects and create new ones. Template Hub is your one-stop shop for building […]