What is TaskRay in Salesforce?
TaskRay is the versatile project management app available on the Salesforce AppExchange. This Salesforce native project management app is designed to empower your teams to be more productive, efficient, and collaborative. Moreover, it enables you to manage, support, and track business operations across all bases.
Is TaskRay part of Salesforce?
-TaskRay is built in Salesforce App Cloud to enable seamless customer onboarding right in Sales Cloud. -Get an overview of key customer onboarding metrics and health with robust reporting and dashboards. -Utilize built in templates and automation tools to onboard customers & clients more quickly and efficiently.
What is TaskRay used for?
TaskRay is the modern project management application for Salesforce. TaskRay is designed to help you and your team be more productive, efficient, and collaborative. A 100% native Salesforce application, TaskRay enables you to manage, track and support your work in any area of your business.
How do I use TaskRay in Salesforce?
To access, click on the App Launcher icon in the Salesforce navigational toolbar and select the TaskRay app from one of the tiles. The TaskRay Console App makes it easy to navigate between Projects and Tasks within the standard Salesforce interface by using tab-based navigation, namely tabs and subtabs.
What is inspire planner?
Inspire Planner is an intuitive project management app for Salesforce. Our search on the Salesforce AppExchange led us to apps that were either too expensive, had too many features that we didn’t need, or were selling a new way of doing things.
Does salesforce have project management tools?
Salesforce is a comprehensive and powerful system, but it isn’t the only CRM solution on the market that also supports project management features. Use our Product Selection Tool to request a free shortlist of the best CRM software for your specific needs.
Does salesforce have a planner?
Inspire Planner is a powerful yet easy-to-use Salesforce project management tool. Ideal for customer onboarding, PSA and projects of any shape & size. Ideal for customer onboarding processes; easily configure automation to auto create new projects from templates when Opportunities are closed or Orders created.
What is a project in Salesforce?
Projects give you hands-on practice with Salesforce technologies via step-by-step instructions. You’ll gain new skills — and confidence — faster than you thought possible.
Does salesforce integrate with Microsoft planner?
You can configure any number of jobs to replicate Microsoft Planner data for use as external objects in Salesforce.