TaskRay has really helped to fill a huge need in our company. We needed a way to make sure that all new customers get onboarded in a consistent way and that the process be visible to management. TaskRay has enabled us to that with the use of templates, automations, and analytics. We save a lot of time since these processes are easily cloned for every new customer. Enrique Pasos Director of Technology Services at Fortis
Meet the New Kanban View: A Smarter, More Intuitive Way to Manage Projects TaskRay’s most popular view just got a major upgrade. In our April 2025 release, we’re introducing a newly redesigned Kanban view—built with you in mind. The new Kanban isn’t just a fresh coat of paint. It’s a thoughtfully refined interface designed to simplify navigation, enhance usability, and make your daily workflow feel more intuitive. Whether […] Go to Article
TaskRay is a really great tool. It has saved our teams a ton of time on project set up and given us unparalleled visibility across all our projects, all natively in Salesforce. Jeremy Bannon Founder | Consultant at Full Circle SFDC LLC
Upcoming: Product Roadmap Webinar Join TaskRay’s Product Team for a sneak peek at what’s coming next! In this webinar, we’ll walk through the April 2025 release, featuring a demo of the new and improved Kanban view. Go to Webinar
TaskRay is a really great tool. It has saved our teams a ton of time on project set up and given us unparalleled visibility across all our projects, all natively in Salesforce. Jeremy Bannon Founder | Consultant at Full Circle SFDC LLC
Product April 30, 2025 Upcoming: Product Roadmap Webinar Join TaskRay’s Product Team for a sneak peek at what’s coming next! In this webinar, we’ll walk through the April 2025 release, featuring a demo of the new and improved Kanban view. Rachael Amoroso Technical Product Manager Go to Webinar
Deliver Seamless Customer Experiences with TaskRay Jon Barlow shows you how TaskRay can improve onboarding process efficiencies, scalability, and deliver consistent customer experiences. Jon Barlow Go to Webinar
From Paralyzed to Prosperous: How Onboarding Existing Customers Will Grow Your Company Right Now Explore how customer onboarding is your growth engine, even when you aren’t bringing on many new customers. Donna Weber Go to Webinar
October 2022 Release Overview Check out this recording to learn about the new and enhanced features coming in TaskRay’s October 2022 Release. Go to Webinar
Let’s Talk About Metrics: How to Prove the Value of Customer Onboarding There’s a misconception that you need really robust data to get started with metrics and reporting in customer onboarding. Donna Weber Go to Webinar
Feature Focus – Collaboration View Want to give your stakeholders better visibility into your projects? Get tips and tricks on using Collaboration View effectively. Go to Webinar
Feature Focus – Collaboration Connect Assign your external stakeholders tasks within a project so everyone can stay on the same page throughout the project lifecycle. Go to Webinar
March 2022 Release Admin Office Hours Do you have questions about the new features included in TaskRay’s March 2022 Release? Watch our Admin Office Hours to get answers from our Product team. Go to Webinar
March 2022 Release Overview We cover the new features and functionality you can expect, provide a demo, and answer questions on how the release can work for your team. Go to Webinar
TaskRay Feature Focus – Enhanced Filtering We cover strategies for setting up your filters, tips and tricks for using Enhanced Filtering, and give a demo so you can see it all in action. Go to Webinar
