WebTaskRay is able to handle a large volume of projects—Force Marketing often works with up to 23 projects per Opportunity per month. TaskRay is also able to accommodate specific … WebExternal Task Ownership & Completion. Configure TaskRay External Task Ownership & Completion. Change the Frequency of the External Owner Reminder Emails. Assigning …
TaskRay Salesforce Native Customer Onboarding Solution
WebIn Salesforce, navigate to the Reports tab.; In the Folders section (left sidebar), hover over TaskRay (Installed Package: TaskRay Dashboards), click on the Pin icon that appears, … WebPlease read these Terms carefully because they are a binding agreement between You and Salesforce.com, inc., (“Salesforce” or “We”). These Terms govern your use of the websites that link to these Terms. In these Terms, the word “Sites” refers to each of these websites and the services offered on those Sites. hsbc sutton coldfield address
TaskRay - YouTube
WebFeb 8, 2024 · TaskRay tasks help guide the Toast team through a set of onboarding activities, like kick-off calls, site surveys, menu build-outs, POS setup, and training. Toast also uses Salesforce Field Service Lightning to create onsite appointments and then create tasks in TaskRay to reflect the date and time of those appointments, keeping everything … WebDec 20, 2024 · TaskRay has 4/5 of the essential Project Management features and more, including: The ability to plan schedules, create dependencies, and re-assign team members through Gantt chart drag and drop functionality. Time Tracking features with the use of task cards, checklists, and task details with viewable timesheets. WebThere are a few setup steps that need to be completed in order to get TaskRay going for your organization. During the trial, you would need to assign the designated users the … hsbc sustainable funds