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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.


Earlier Event: September 6
TaskRay Overview
Later Event: October 3
TaskRay Overview