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TaskRay Lightning Components

Integrate your TaskRay projects into your Lightning pages!

Overview

TaskRay is the leading customer onboarding solution on the AppExchange. Providing customer onboarding & project management tools to help companies scale onboarding & implementation processes, drive greater efficiencies, and improve customer experiences.

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See How TaskRay Lightning Components Works

  • Customize your Lightning pages with 10 TaskRay components! Including 3 new components: Track time on tasks, install TaskRay Today's inbox on your Home Page to help you organize & tackle your day, and use the Template wizard to launch repeatable processes.

  • TaskRay Status and Snapshot components give you quick at a glance progress on your TaskRay projects from any object page.

  • TaskRay Kanban and To Do components allow actionable progress on your TaskRay tasks while in context with other Salesforce data.

TaskRay helps businesses onboard customers faster and more efficiently. By using TaskRay’s templating and automation functions high tech, SaaS, Financial Services, Manufacturing, and Franchising businesses can build systems that scale whether they have 100 customers or 10,000 customers. -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. -Decrease your customer’s time to implement your solution and increase your retention and customer satisfaction. You can also use TaskRay for: Agile Dev, Marketing, Consulting, Non-Profits. And, it functions wonderfully as a full-suite project management solution. These components allow you to add interactive TaskRay info to standard & custom objects using Lightning App Builder. The TaskRay Lightning Components add-on pack requires TaskRay to be installed in your org. Please visit our listing in the App section of the AppExchange (http://bit.ly/taskray) to start a free trial.

Categories

Business Needs
Productivity
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Managed Package
Lightning App Builder

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