Your One-Stop-Shop for All Things Templates

Save Time and Standardize Processes

Within Template Hub, you’ll find Template Builder, where you can create or iterate from existing templates in order to streamline and standardize your repeatable processes. Create hierarchies, assign team members and resources, schedule milestones and tasks, and make edits to existing templates—all in one place.

Available with

Starter, Standard, Premium

Plans

A Tool Designed for Everyone

No matter your need, operating from a standardized framework is essential to completing projects on time and on budget. You can manually clone or stitch existing projects together to save time, and easily update or edit with the peace of mind provided by trackable changes and template versioning. Onboarding managers can analyze project performance and modify the template in real time based on project performance metrics and trends.

Organize and manage your projects through any combination of layers

Projects

Sub-projects

Task Groups

Tasks

Checklists

I've used TaskRay personally and installed it on many client orgs. This is one of the best project management tools available for the Salesforce Platform. Along side with being my top choice, the TaskRay support team is always available to help out and has been outstanding with quickly resolving issues.

Kirk Reinzuch

Sr. Consultant at Veltig

TaskRay helps our different lines of business organize their roadmap of business easily and with transparency. We are able to share project information across the company allowing the business to understand resource allocation and gaps. This app is so simple to use and configure to our needs. I would highly recommend TaskRay to anyone that needs project management assistance.

Paula Jarvis

Salesforce Platform Manager at MRA

We've had TaskRay now for over 7 years and it's been game changing. There are certain fundamentals we need based on the type of business we are, and we get a lot of those out of the box so the time-to-value and cost-to-maintain is low.

Josh Kambour

VP Strategy & Revenue Operations at Cloud Giants

Less Time, Less Money, More Value

Best for

Onboarding Managers

Project Managers

Executive Team

Creates Efficient, Standardized Processes

Onboarding with the same framework improves speed-to-value and reduces inefficiencies, saving time, money, and other resources.

Greater Transparency for Stakeholders

Transparency allows for easy and informed management of operational processes and needs within projects.

See Real-Time Improvements

Create new versions from existing templates, test those changes risk-free, compare project performance against target KPIs, and save money by improving timelines in real time.

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 […]