Customer Onboarding January 26th, 2023 Feature Highlight: Onboarding Kick-Off Flow Get your onboarding process off to a fast and smooth start using the Onboarding Kick-Off Flow feature. This feature guides manager... Read more
Product January 12th, 2023 Tips & Tricks: How to Setup Template Versioning in TaskRay The newest TaskRay release introduces Template Versioning to all editions. We’re constantly improving the post-sales work ma... Read more
Product December 7th, 2022 Feature Highlight: Enhanced Filtering In this feature highlight post, we are here to tell you all about why you should consider making the switch to Enhanced Filtering ... Read more
Product November 28th, 2022 Feature Highlight: Project Hierarchy & Task Groups This feature highlight post reintroduces you to Project Hierarchy & Task Groups. Admins, end users, and project managers alik... Read more
Product November 2nd, 2022 October 2022 Release Live in Production Orgs: Template Versioning, Checklist Queues, and More! The TaskRay October 2022 update shines a spotlight on Templates. Take a look at the TaskRay Sandbox to see the new and improved fe... Read more
Product September 26th, 2022 Feature Highlight: External Collaboration TaskRay offers a robust feature set to manage and optimize your post-sale processes. Our new blog series called “Feature Hig... Read more
Product April 26th, 2022 Tips & Tricks: Collaboration View Learn about Collaboration View in this installment of Tips & Tricks. You will learn best practices when it comes to implement... Read more
Product April 21st, 2022 Tips & Tricks: Collaboration Connect Learn about Collaboration Connect in this installment of Tips & Tricks. You will learn best practices when it comes to implem... Read more
Product February 8th, 2022 Tips & Tricks: Plan View Plan View is one of the main views in TaskRay and it visualizes projects on a Gantt-like timeline. This view makes it easy to sche... Read more
Company News January 24th, 2022 TaskRay Announces Revamped Support Plans with New Three-Tiered Model TaskRay, a provider of customer onboarding software on the Salesforce AppExchange, today announced it has revamped its support pla... Read more
