This guide steps through the process of booking a resources time in SalesForce. With the Project Plan complete, the Project Manager will assign dates, roles and other details to each task in the project.
Step 1: Locate the Project in SalesForce
Find the Project by searching for the customers name in the search box.
Make sure you click on the TaskRay Project associated with the customer and specific project.
Step 2: Locate the Task for the Resource on the Project
Within the project under the Related List Quick Links section, choose TaskRay Tasks.
Locate the specific task that you are wanting to assign to a resource and click into that specific task to edit.
Step 3: Change the Owner of the Task to the Correct Resource
Choose the symbol to the right of the owner to change it to the correct resource.
**Add a comment in Chatter if you know any specifics on when the customer wants to train or who the point of contact should be for the resource to reach out to.
To Change the Owner of Multiple Tasks to One Resource:
Start on the Project and choose TaskRay Tasks.
Check the box next to each task you want to assign to 1 resource and then choose Change Owner on the upper right-hand side.
Next, type in the persons name and choose Submit.
Next Stage: Prepare for Implementation
The next step in the Implementation Process is to review all necessary Data, Software and Configurations. Details for this process can be found here.
