Apr
5
11:00 AM11:00

TaskRay & Quip - Supercharge Your Project Management

TaskRay and Quip share a dream—for teams to work and communicate in one place that can be easily accessed by everyone in real time from any device. So, if you want to spend less time on meetings, email and hunting for information and more time on the important stuff, the TaskRay Live App for Quip is the answer. 

Join us for a 30-minute overview with Sales Engineer Robert Boyd to learn about how to use the TaskRay Live App for Quip for different business needs like Agile Development, Customer Onboarding, and Executive-level Reporting. 


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Mar
21
11:00 AM11:00

Plan: Explore Different Approaches To Structuring Your Projects

TaskRay: Plan. Work. Report. Repeat. 
TaskRay: Plan. Work. Report. Repeat. 

Project Management is not a hard and fast science. There are several theories and schools of thought about how to structure projects for optimal outcomes. 

Join us for a thirty-minute overview of a few different ways to structure projects within TaskRay to align with your project management philosophy and practice. 
 


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Mar
14
11:00 AM11:00

TaskRay Support Office Hours - March

Join TaskRay support guru, Lisa Kendall, as she shows how to automate a project clone from an Opportunity line item. 

Additionally, she'll cover: 
-Process builder
-Project cloning
-Any questions you might have related or unrelated to the topic of the day

Perfect for TaskRay admins and partners, seeking to optimize TaskRay for their organization or clients.


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Feb
21
11:00 AM11:00

Report: How To Use TaskRay’s Pre-Built Reporting Tools

TaskRay: Plan. Work. Report. Repeat. 

Reporting on your projects is crucial to understanding how teams are performing, how money and time are being used, and helping to plan for future projects and goals. TaskRay has several pre-built reporting tools such as a Dashboard pack, Lightning components, and in-app reporting tools to help you stay on top of how projects are performing. 

Join us for a thirty-minute overview of what’s available, how to install it, and how to use it. And, then start tracking! 
 


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Feb
15
4:00 PM16:00

TaskRay Support Office Hours - February

Join TaskRay support guru, Lisa Kendall, as she gives an overview of Salesforce how to use Security Settings in TaskRay. 

Additionally, she'll cover: 
-Task & Project security
-Team member access
-Any questions you might have related or unrelated to the topic of the day

Perfect for TaskRay admins and partners, seeking to optimize TaskRay for their organization or clients.


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Jan
31
11:00 AM11:00

Work: We Got TaskRay. Now What?

TaskRay: Plan. Work. Report. Repeat. 

We know that implementing new software is one of the most crucial parts of making your investment successful. Join us for a thirty-minute overview of how to get started with TaskRay. From creating projects to assigning team members work to managing tasks, it’s always better to spend some time learning up front. 

Perfect for new users or teams considering TaskRay for their organization.


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Jan
22
11:00 AM11:00

TaskRay Support Office Hours - January

Join TaskRay support guru, Lisa Kendall, as she gives an overview of Salesforce Communities and license types and how they work with TaskRay. 

Additionally, she'll cover: 
-External sharing
-Components for TaskRay Communities
-Any questions you might have related or unrelated to the topic of the day

Perfect for TaskRay admins and partners, seeking to optimize TaskRay for their organization or clients.


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Sep
20
10:30 AM10:30

TaskRay Project Templates from A to Z

Do you have projects or processes that repeat over and over again? Would it save you time if you could make templates from those projects or processes? What if you could clone or even automate project creation in Salesforce? 

With TaskRay you can. 

We will walk you through how to set up project templates and how to use cloning, new project creation features from the August release, and automation to reduce your project and process overhead. We'll cover basics, but we'll also get into some more advanced project automation techniques.


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Aug
24
11:00 AM11:00

Foundations For Success: Project Best Practices

Have you ever wondered how you should be setting up projects, teams, and communications for the best project results (in TaskRay or in other PM tools)? This webinar is going to go over best practices for creating, managing, and finishing projects on time and on target. 

Join us in this webinar to go over some best practices for: 

  • Project Structure 
  • Project Naming Conventions 
  • The Right Level of Detail in the Right Places 
  • Team Structure 
  • Communication Recommendations

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Jul
18
11:00 AM11:00

TaskRay Tips & Tricks: Security Settings

Join TaskRay support guru, Lisa Kendall, as she tackles security settings both in Salesforce and TaskRay. She'll demonstrate how to do a basic review of your security settings and include best practices and tips to maintain data integrity and keep your users efficient and effective. 

Additionally, she'll cover: 
-Sharing Settings
-Permissions
-Security within Salesforce and how it can affect task and project visibility and functionality

Perfect for TaskRay admins, seeking to optimize TaskRay for their organization.

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