Turning on Record Types in TaskRay: Who, What, When, Where, Why!

  • Time Zone: MDT Louisville, CO United States

Do you manage multiple workflows in TaskRay and have enabled record types? Join us for a 45-minute webinar to learn how to effectively use record types! TaskRay uses record types to customize your TaskRay board to represent the statuses and workflow unique to your project type. In this module you will learn how to: 

  • Navigate your board with record types enabled 
  • Resolve record type mismatches 
  • Create projects with record types enabled 
  • Create record type filters