Say Hello to Easy, Error-Free Data Migration

Free Up Resources and Test Changes Before You Commit

The Template Migration feature makes it easy to build and test templates in sandbox environments before moving them over to production. Historically, data migration across Salesforce environments is known to be a tedious and error-prone process that takes up a lot of time. But with Template Migration, the process is as simple as a few clicks of a button.

Available with

Premium

Plans

Effortlessly adjust complex templates with Template Migration

Allow onboarding teams to provide feedback and see continuous improvements on the projects they manage when onboarding new customers.

Quickly and easily update templates across project teams

Easily iterate with software updates or external factors that impact the product or service.

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.

Standardization = Greater Efficiencies

Best for

Template Managers

Admins

End Users

Empower Employees

Template managers can test, update, and manage templates without needing admin access or to engage outside teams.

Eliminate Error

By automating migration, you’ll eliminate the tedious manual processes that take up loads of time and the risk of introducing errors.

Support Best Practices

Test template changes before you commit without impacting real data—and make those changes easy to implement once they’re ready to go.

Maximize Resources

You’ll no longer need to engage multiple teams just to migrate data, and you’ll save time by continuously making improvements to existing templates as well.

Greater Employee Satisfaction

Classic data migration is extremely tedious and time-consuming. Template Migration ends the frustrating cycle.

Happier Customers

By increasing agility when it comes to template improvements, you’ll decrease customer churn as projects become more efficient.

Relevant Resources

How to Improve Your Onboarding Program Though TaskRay’s Template Performance

By Sunny Harmon, TaskRay Director of Customer Success Are you considering using the new Template Performance feature in the June 2019 release? Reviewing performance is one of the most important aspects of a successful onboarding program. How do you drive customers to value quickly without understanding where in the process customers are successful, where they […]

Feature Highlight: Template Migration

Save time, maximize resources, reduce risk, and imrpove processes with the new Template Migration feature. Now, transfer net new templates and changes to existing templates from sandbox to production with just a few clicks.