TaskRay is the leading Project Management App for Salesforce Plan projects with pre-built templates, easily assign tasks to teams, and collaborate with customers — all natively in …

TaskRay is the leading project management software for Salesforce CRM customers. Plan projects, manage resources, and collaborate smarter. See Collaboration Hub in action - watch …

By default, the dashboard will use the TaskRay logo and color. To manage these settings, navigate to Tools and Settings within the TaskRay app and open the Collaboration View Setup …

The June 2024 Release of TaskRay introduces the Collaboration Hub! A new external collaboration feature that gives your external stakeholders full licensed access to TaskRay. …

TaskRay Academy. TaskRay's training hub focused on product features and best practices.

Your customers may not be familiar with TaskRay since it's an internal tool used to manage projects. You have the option to white-label the external notification email header so …

2025年3月24日 · Discover what a Kanban board is, learn about its key components, benefits, and how TaskRay’s Kanban board enhances workflow efficiency.

With TaskRay Agent Action: Prioritize Tasks, users can engage with the Agentforce AI Assistant and use simple conversation-based prompts to get summarized details about their most …

Integrate TaskRay with Other Objects Add Custom Fields to Projects and Tasks Customize Task Mini Page Layout Customize Checklist Mini Page Layout Track Changes with Chatter Feed …

TaskRay makes it easy to identify and resolve roadblocks, delegate tasks to teams effectively, and keep your projects moving towards their deadlines. Better project visibility drives …