Jun
7
4:00 pm16:00

TaskRay Overview

Join us for a demo overview of TaskRay and learn how TaskRay project management can help your users quickly track, manage, and communicate all of their work in Salesforce. 

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


Jun
14
10:00 am10:00

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.


May
24
10:00 am10:00

What Other Apps Can I Use With TaskRay?

Ever wondered how to turn TaskRay billable hours into invoices, collaborate on documents in TaskRay, or how to manage TaskRay projects from your inbox. 
With TaskRay and other Salesforce apps you can. 

Join us for a webinar where we show some apps that work well with TaskRay and demonstrate the most popular use cases.


May
10
10:00 am10:00

TaskRay Board Filters

TaskRay board filters are a powerful tool to help you get to the project and task data you need more quickly. In this webinar, we'll walk through how to set them up, how to use them, and even how to share them with other TaskRay users.


May
3
4:00 pm16:00

TaskRay Overview

Join us for a demo overview of TaskRay and learn how TaskRay project management can help your users quickly track, manage, and communicate all of their work in Salesforce. 

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


Apr
13
10:30 am10:30

TaskRay: Collaboration Tips & Tricks

Communication is a very important part of project management. TaskRay has many built-in tools to help you and your team communicate more efficiently. 

Get some tips and tricks about how to use chatter, file sharing, team functions, and more to make the most of TaskRay. 


Apr
5
10:00 am10:00

TaskRay Overview

Join us for a demo overview of TaskRay and learn how TaskRay project management can help your users quickly track, manage, and communicate all of their work in Salesforce. 

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


Mar
8
4:00 pm16:00

TaskRay Overview

Join us for a demo overview of TaskRay and learn how TaskRay project management can help your users quickly track, manage, and communicate all of their work in Salesforce. 

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

Feb
28
4:00 pm16:00

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.


Feb
15
10:00 pm22:00

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.


Feb
1
10:00 am10:00

TaskRay Overview

Join us for a demo overview of TaskRay and learn how TaskRay project management can help your users quickly track, manage, and communicate all of their work in Salesforce. 

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


Jan
31
4:00 pm16:00

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.


Jan
12
10:00 am10:00

TaskRay Overview

Join us for a demo overview of TaskRay and learn how TaskRay project management can help your users quickly track, manage, and communicate all of their work in Salesforce. 

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


Dec
13
10:00 am10:00

We Got TaskRay? Now What!

This webinar will cover some of the basic customizations that people typically do to get started with TaskRay - 
-Look-ups
-Custom fields
-Basic Automation

This is ideal for teams new to TaskRay or those wanting to learn how to make the most out of their project management system.

Dec
8
10:00 am10:00

TaskRay Overview

Join us for a demo overview of TaskRay and learn how TaskRay project management can help your users quickly track, manage, and communicate all of their work in Salesforce. 

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

Dec
7
10:00 am10:00

TaskRay Fall 2016 Release

Join us for a look at new features from the latest release of TaskRay, including a new Calendar View and sorting capabilities on the Kanban View.

Perfect for existing TaskRay users and teams.

Nov
30
4:00 pm16:00

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.


Nov
29
4:00 pm16:00

TaskRay Fall 2016 Release

Join us for a look at new features from the latest release of TaskRay, including a new Calendar View and sorting capabilities on the Kanban View.

Perfect for existing TaskRay users and teams.

 

Nov
9
4:00 pm16:00

TaskRay Overview

Join us for a demo overview of TaskRay and learn how TaskRay project management can help your users quickly track, manage, and communicate all of their work in Salesforce. 

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


Nov
2
10:00 am10:00

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


Oct
26
10:00 am10:00

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.


Oct
12
10:00 am10:00

TaskRay Overview

Join us for a demo overview of TaskRay and learn how TaskRay project management can help your users quickly track, manage, and communicate all of their work in Salesforce. 

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


Sep
21
4:00 pm16:00

TaskRay Summer 2016 Release

  • MDT

Join us for a look at new features from the latest release of TaskRay including powerful new views available from the left side-bar. 

Perfect for existing TaskRay users and teams.


Sep
8
10:00 am10:00

TaskRay Overview

Join us for a demo overview of TaskRay and learn how TaskRay project management can help your users quickly track, manage, and communicate all of their work in Salesforce. 

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


Aug
25
10:00 am10:00

How Can I Get The Most Out Of TaskRay Reports?

  • MDT

Join TaskRay expert, Eric Wu, to learn about best practices for reporting on TaskRay data. 

In this webinar, you'll learn: 
-How to take advantage of our pre-made reports
-How to install our free dashboard pack
-How to customize those reports to track the project/task data that important to your organization
-How to create custom report types
-And much more... 

This webinar is perfect for existing TaskRay users looking to take their reporting skills to the next level or prospective TaskRay users seeking to understand what TaskRay can offer around reporting. 


Aug
8
4:00 pm16:00

TaskRay Overview

  • MDT

Join us for a demo overview of TaskRay and learn how TaskRay project management can help your users quickly track, manage, and communicate all of their work in Salesforce. 

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


Jul
27
4:00 pm16:00

TaskRay Office Hours: Communicating Effectively in TaskRay

  • MDT

Join TaskRay expert, Darren Geary, to get an overview of communication options in TaskRay. Then stick around for our Office Hours and ask us questions about anything you'd like (related to TaskRay, that is!). 

In this webinar you'll learn: 

-How to use Chatter
-How to create teams on Projects
-How to set up notifications to the correct team members

This training is perfect for users new to TaskRay or others looking to understand how TaskRay works. 


Jul
26
12:00 pm12:00

How to create a world-class sales & post-sales process using Salesforce-native app

  • MDT

The Salesforce platform provides an amazing foundation to support the sales and marketing process, but business requirements are more unique than ever and additional applications to meet your needs are inevitable. 

Join us for an educational webinar covering 3 top AppExchange applications that help address your entire sales cycle starting with prospecting, opportunity management, customer acquisition all the way to post-sale, account management.  

During this webinar you will learn:

  • The added value gained when deploying native Salesforce Applications
  • How marketing and sales need only 3 apps to accomplish everything between prospecting to account management 
  • Real use cases and success stories of implementing these applications for business success