Resource Management with TaskRay's Configuration Hub

Resource Management Made Easy

All Your Configurations, All in One Place

The Configuration Hub is your home base for getting started in TaskRay. Here you’ll set up resources in alignment with your business requirements, making it easy to assign work and team members to templates that streamline your repeatable business workflows. While workflows may be repeatable, the resources may be individual. Configuration Hub helps you define those resources to streamline the team building process.

Lighten the Administrative Load on Busy Teams

Configuring resources and defining roles within your organization using TaskRay couldn’t be easier. The Configuration Hub provides a high-level overview of all your in-house resources, allowing for more efficient and standardized project beginnings.

Configuration Hub: Where Your TaskRay Journey Begins

• ​Create Roles that act as placeholders whenever you start a new project
• ​Define and add Resources to different Roles to improve efficiency when using the Dynamic Team Builder
• ​Assign Attributes to Resources highlighting skill sets, certifications, interests, and more to assist with better project team creation (Premium Edition)

One of TaskRay’s biggest strengths is its flexibility—it adapts to our workflows rather than forcing us to change how we operate. If you’re looking for a project management solution that scales with your business and delivers real results, TaskRay is the way to go!

Melanie Duke, Director of Business Process Development at TurnKey Marketing

TaskRay has streamlined our project management and operations, boosting efficiency and collaboration. Integrating TaskRay with tools like Formstack and FilePulse 360 has further simplified client onboarding and improved team coordination.

Marissa Lambrecht, Operations Team Lead at Appluent

TaskRay has played a key role in the growth of our Marketing Team. As our team really evolved, the tool evolved with us. It's setup in such a way where the changes were easy to make and quick to roll out. And if there was ever a question, the support is second to none.

Heather Shafland, Business Process Manager at CyberPower Systems USA, Inc.

Frequently Asked Questions

What settings and configurations are managed through the Configuration Hub?

• ​The Configuration Hub centralizes key settings used to control how projects, tasks, resources, and workflows operate. It makes it easier to manage rules, preferences, and system behavior from one place without manual setup across multiple areas.

Can I control permissions, workflows, automation, and integrations via this hub?

• ​Yes, the Configuration Hub allows you to manage permissions, workflows, automation rules, and integrations in one centralized location. This helps ensure consistent setup, better governance, and smoother operations across teams.

Is there a change‑management or audit trail feature for configuration changes?

• ​Yes, the Configuration Hub provides visibility into configuration changes through tracking and audit features. This helps teams understand what was changed, when it happened, and maintain accountability over system updates.

Are pre‑built configuration templates or best‑practice setups included?

• ​Yes, the Configuration Hub includes pre-built configurations and best-practice setups to help teams get started quickly. These templates reduce setup time and guide users toward proven, efficient workflows.

Getting to Work Has Never Been Easier

Best for

• ​Project Managers
• ​Template Managers
• ​Onboarding Teams
• ​Admins

Streamlined Project Launches

Support best practices, faster time-to-revenue, and greater customer satisfaction.

Searchable Resource Database

This handy search field helps larger organizations filter and find specific resources in a snap.

Free Up Your Admins

With less time spent repeatedly creating and tracking resources for new projects, administrative leaders have more time to dedicate to other business needs.

Matches Made in Heaven

Premium users can now define and assign unique characteristics to resources within TaskRay, allowing project managers to quickly delegate task assignments matched to specific skill sets.