Aug
24
11:00am11:00am

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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Sep
20
10:30am10:30am

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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Jul
18
11:00am11:00am

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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Jun
14
10:00am10:00am

TaskRay Tips & Tricks

TaskRay is a powerful project and process management tool. From the well-designed front end to automation capabilities to a robust support site and staff, we know TaskRay can help you manage your projects and processes in Salesforce. 

We also know sometimes learning a new tool takes time and energy. Join TaskRay expert Jon Barlow, Sales and Support Account Manager, to get his favorite tips & tricks to get more out of TaskRay.

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Feb
28
4:00pm 4:00pm

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. 

Join Jamie Moir and Alisa Gibson as they walk you through how to set up project templates and how to use cloning 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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Feb
15
10:00pm10:00pm

TaskRay Tips & Tricks

TaskRay is a powerful project and process management tool. From the well-designed front end to automation capabilities to a robust support site and staff, we know TaskRay can help you manage your projects and processes in Salesforce. 

We also know sometimes learning a new tool takes time and energy. Join TaskRay expert Jon Barlow, Sales and Support Account Manager, to get his favorite tips & tricks to get more out of TaskRay.


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Jan
31
4:00pm 4:00pm

TaskRay Solutions: Unleash Your Marketing Team's Potential

TaskRay is the top-rated project management tool on the Salesforce AppExchange. But, are you interested in learning how TaskRay can help you manage specific projects and processes in YOUR department? 

Join Jamie Moir, Bracket Lab's VP Marketing, for a 45-minute webinar to learn about how she uses TaskRay to market TaskRay. We'll cover project set-up best practices, how to use campaigns and TaskRay automation together, and how to use TaskRay within Salesforce Communities to run marketing projects with vendors outside your organization.


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Nov
30
4:00pm 4:00pm

You won the deal. Now what? Building a post-sale process with TaskRay

You won the deal, now get your customer up-and-running and keep them happy with TaskRay – the top-rated native Salesforce project management app. TaskRay is designed to allow you to simply visualize and manage complex business processes and projects. With drag and drop ease, built-in collaboration tools, robust reporting and dashboards, TaskRay makes your post-sale process simple, automated, collaborative and dependable. 

Our TaskRay expert, Darren Geary, will lead you through a step-by-step overview about how to kick off a templated customer onboarding project automatically when you win a deal in Salesforce as well as best practices for managing the post-sale process for your organization and customers.


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Nov
2
10:00am10:00am

TaskRay & Workato: How To Use Them Together

TaskRay, the top-rated native Salesforce project management app, is the best choice for making and keeping your customers happy after the sale. And Workato is the cure for your app integration blues. It gets your apps working together in minutes, not months. 

Join Workato expert Sharon Klardie and TaskRay expert Jon Barlow to learn: 
-The basics of TaskRay
-The basics of Workato
-How they work together for some of the most popular use cases


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Oct
26
10:00am10:00am

TaskRay & Salesforce Communities: How To Create A Project Management Portal

TaskRay is the top Project Management tool on the Salesforce AppExchange. It's native architecture and well-designed visualization of projects and processes have helped thousands of Salesforce users manage projects and processes from big to small in all kinds of businesses. However, what if someone involved with the project isn't a Salesforce user - an external vendor, a customer, a client, a distributor. Then how can you leverage TaskRay. 

Enter Communities - Salesforce Communities allow TaskRay users to create a portal where anyone not on the platform can log in and be part of the PM process. 

Perfect for teams considering TaskRay newest offering for their organization.


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