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The Key to Worry-Free Improvements

Make Real-Time Improvements with a Historical Backup
Template Versioning allows users to efficiently improve upon existing and active templates while maintaining insight into past versions. See how changes to a template impact project performance over time and without worry; simply revert back to an earlier iteration if necessary. Version control ensures that past versions can’t be modified, so there’s no threat of accidental overrides. It’s also a great way to set benchmarks from successful projects.
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Template Versioning

Performance Tracking is as Easy as 1, 2, 3.

How does anyone meet their goals or beat their own record? By reviewing what did—and didn’t—work. Template Versioning provides a historical record to set benchmarks from successful projects, as well as lays out how changes to a template impacted a project’s performance over time.

What Can Template Versioning Do for You?

  • Compare template performance over a period of time or between updates and improvements
  • Rest assured that the latest active version of a template is the one being cloned through addressable IDs that remain constant though all versions of a template
  • Compare template performance over a period of time or between updates and improvements
gita kulkarni
The consolidated analytics of sales to delivery is on point. From an implementation perspective, tool is simple to turn up and customize. The online support and team behind them are frictionless.
Gita Kulkarni
President at Avinta Services
jeremy bannon
Really great tool. Saved us a ton of time on project set up and gave us visibility across all our projects in one place.
Jeremy Bannon
Founder | Consultant at Full Circle SFDC LLC
case thompson
Great Tool for Project Management with A Great Product Support Team! TaskRay is easily customizable and excellent for our user requirements and differing project types. We use it to manage our client projects and also for internal performance management and goal tracking.
Case Thompson
Sr. Property Transitions Coordinator at Greystar

Maximize, Optimize, and Streamline with Template Versioning

Best for

Onboarding Leaders
Project Managers
Data Analysts

Make Changes, Not Mistakes

Make updates to active templates without worrying about overriding the wrong things; simply revert to an earlier iteration if new changes aren’t getting you the results you want

Let History Repeat Itself

Easily review the impact of modifications to project templates and use that data to set benchmarks for best practices from historically successful projects

Streamline In-House Onboarding

Use the template record to onboard new project managers to ensure that standardized processes and methodology are used across all projects

Faster Delivery = Faster $$$

Make changes to existing processes in real time to better reflect project needs so you can hit your deadlines, make your customers happy, and get paid

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 […]

Read more
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 […]

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Visit Our Knowledgebase

Our help documentation is a great resource for getting to know TaskRay features. 
Learn More About Setting Up Template Versioning
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