We understand that processes are constantly evolving. The good news? TaskRay is built to grow and change with you. And while our support documentation is always available for our customers who like to DIY when it comes to implementing a new bell or whistle, there are others who would prefer a guided experience. That’s why we now offer Optimization Packages to help you do more with our powerful features, templates, and automations.

Each package is designed to help you get the most out of TaskRay. When you sign up, one of our customer onboarding experts will lead your business owner and/or Salesforce Admin through the design and implementation process to ensure your goals and requirements are met. 

Simply put, our goal is your success.

Optimization Packages

Feature

You’re ready to take advantage of a TaskRay feature such as: Advanced Scheduler, Time Tracking, Board Filters, Notification, Reporting, Components, or Customizations. Or you want to review your current configuration of a feature and optimize it for your team’s success.  

Template

You’d like some help updating an existing template or implementing a new one.

Automation

You’d like some help updating an existing automation or implementing a new one.

Template & Automation

You’d like some help updating an existing template and automation or implementing a new one.

Custom Optimization

If what you’d like to do with TaskRay isn’t covered in one of our optimization packages, please reach out to your Customer Success Manager to discuss how we can help.

What to Expect

Technical Assessment & Design

Your TaskRay Customer Onboarding (CO) Specialist will host a kickoff call with your team to review your current configuration (if applicable) to get an understanding of your goals and ideal business process. We will then provide a plan outlining our recommendations and how your organization should implement them.

Design Review

Your TaskRay CO Specialist will meet with your team to review our recommended plan for your feature, template, and/or automation implementation.

Implementation

Your TaskRay CO Specialist will provide a guided walk-through of your specified configuration.

Wrap up

Your TaskRay CO Specialist will review the final design with your team and answer any outstanding questions. 

Extras

In addition to the documented plan for your specific optimization/implementation, we will guide you to videos and other resources that will assist your team in implementing your new or optimized feature, template and/or automation. And you don’t have to worry about taking detailed notes, because recordings of each call will also be provided.

Our team is excited to have a new way to help our customers maximize their success with TaskRay!

To sign up for one of our Optimization Packages, to get pricing, or if you have questions, please reach out to your Customer Success Manager or our CS Team at Success@TaskRay.com

Get Started with TaskRay

If you’re ready to find out how TaskRay can help you get every customer off to a great start, we’re here to help!