Articles
TaskRay Task Training
The goal of this training is to ensure users can use TaskRay confidently in completing tasks for Projects. TaskRay Task Training ...
TaskRay PM Daily Operating Checklist
The TaskRay Daily Project Manager Operating Checklist provides a standardized daily framework to ensure projects are accurately maintained, risks are proactively managed, and timelines, tasks, and communications remain current within TaskRay and S...
Assign New Project to a PM
Contents Purpose Review Closed/Won Opportunities Create Project from Template Project Name Assign Project to Project Manager Purpose This document walks through the process of locating sales opportunities that have been closed/won...
Cloning a Project
Contents
Purpose
Cloning a Project
Error When Cloning a Project
Purpose
This document walks through cloning an existing project to create a new one. This scenario should only be used to create projects with Project ...
Create Recurring Project Tasks
Contents
Purpose
Task Setup
Turn Off Recurring
Purpose
Recurring tasks can be used to schedule tasks that repeat throughout a project. The most common use of a recurring task is to block time ...
Creating the Monthly PS Schedule
Contents
Purpose
Clone the Project Template
Modify the Working Days
Validate Scheduling Reports
Recurring Schedule Tasks
Purpose
The purpose of this document is to outline the steps required to crea...
Project Templates for Services Project Creation
Contents
Pu rpose
Acquisition Implementation
Add on Modules Implementation
Alarm Automation Go Live Implementation
AlarmBiller Go Live
Consulting Hours
Custom Development Implementati...
Salesforce - Sharing Files with Customers
Sometimes we have files that we need to get to customers that are just too big to share via email. Making large files accessible to customers is easiest and most appropriately done through case management options in Salesforce, specifically when ...
Schedule a Meeting in Salesforce*
Contents Purpose Creating the Meeting Meeting Response Purpose This document walks the user through the process of scheduling a meeting from within Salesforce. The meeting organizer can see their available times and those of the attende...
TaskRay Email Use
Contents Purpose Setup Send from TaskRay Setup Upload from Outlook Sending from TaskRay Uploading from Outlook Purpose All communication with a customer regarding their project should be logged within the TaskRay project, either wit...
TaskRay - Using Project Template Hub
Find the file with information on Using TaskRay Template Hub here ...
Time to Value Report
Contents
Purpose
Report Data
Process Flow
Create Summary Pivot Tables
Update the Master TTV Report
TTV Review
Purpose
Time to Value (TTV) is a measurement of the duration of a project from project start t...
Viewing a Project in TaskRay View
Contents
Purpose
Viewing a Project in TaskRay View
Viewing Project Tasks
Kanban View
Row View
Plan View
Calendar View
List View
View Task Details
Revision History
Purpose
Projects can be viewed in tw...
TaskRay Scheduling and Service Delivery Task Flow and Completion
Contents
Purpose
Service Delivery Processing
Viewing Delivery Schedule
List View
Project Scheduling Report
Understanding the Project Scheduling Report
Blocking Time on a resource Schedule – Non-Project Related
Rev...
RMR Forecast Report
Contents
Purpose
Updating the Report
Quarterly RMR by Estimated Go Live
Completed
Inactive Projects
Report Review
Report Submission
Purpose
The RMR Forecast Report is used to report revenue fo...
Project Team Members and New Project Email Notification
Contents
Purpose
Automated Email
Viewing and Adding Project Team Members
Deleting Project Team Members
Purpose
This document explains how Team Members are added to a project or project template and why a notifica...