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
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.
ariana zamora
TaskRay has been great for our company. Before we spent our time in meetings with clients and internal stakeholders to figure out where we were in projects based on data that was manually inputted every day in sheets. Now we are able to create templates, clone, and simply add time to projects with the ability to pull Salesforce reports and share public dashboard links with our clients.
Ariana Zamora
Senior Operations Analyst at 1upHealth
shannon crouse
TaskRay has saved our nonprofit so much time! We are able to organize for upcoming events in a whole new way, making us so much more productive. We love that we can delegate and track project tasks to fellow employees, instead of them getting lost in texts and emails. Thank you TaskRay!!
Shannon Crouse
3x Salesforce Certified Solutions Architect / Project Manager at Offprem Technology

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

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