TaskRay Resources
The TaskRay Resources page compiles detailed articles and courses authored by experts like Jenn Moon, Dan Dowling, Corinne Oertel, and Rachel Hoffmann, covering advanced TaskRay features, best practices in document management for customer onboarding, new TaskRay Academy courses on project portfolio management and business process mapping, and comprehensive guidance on integrating and managing projects within Salesforce to optimize project execution and process standardization.
This page lists a series of resource articles related to TaskRay, including project management best practices, TaskRay Academy courses, Salesforce integration, and process standardization. Each entry includes the article title, author, date, and a brief excerpt.
Advanced Project Management Toolkit: TaskRay Features That Save Time and Stress
Jenn Moon — September 12, 2025
If there’s one thing we know about projects, it’s that they rarely go exactly as planned. Timelines shift, dependencies change, priorities evolve, and suddenly, your carefully crafted project plan feels…
Best practices for document management in customer onboarding
Dan Dowling — June 25, 2025
If you’ve led a customer onboarding or implementation project before, you know personally how important document management is to ensuring you wrap up on time and on budget. You also…
New TaskRay Academy Course: Project Portfolio Management
Corinne Oertel — April 3, 2025
Overseeing project portfolios is no small task—it requires balancing the big picture with the details to keep everything on track. Managing multiple projects at scale means coordinating resources, ensuring alignment…
New TaskRay Academy Course: Map Your Business Process
Corinne Oertel — December 2, 2024
Your business process is the heart of your TaskRay implementation. A structured business process is vital to success: it supports scalable growth, fosters user adoption, and helps drive projects forward.…
What Are the Basics of TaskRay Salesforce Integration?
Rachel Hoffmann — October 1, 2024
Integrating TaskRay with Salesforce is a powerful way to enhance project management and customer onboarding processes within your Salesforce environment. TaskRay is a native Salesforce app, which means it’s built…
How to Manage Projects in Salesforce: A Comprehensive Guide
Rachel Hoffmann — September 17, 2024
Managing projects effectively is essential for businesses to stay organized, meet deadlines, and achieve their goals. A McKinsey report highlights that improved communication and collaboration through social technologies could raise…
New TaskRay Academy Course: Implementation Basics
Cory — April 25, 2024
This course is designed to make every new TaskRay customer feel confident in taking those first steps in their implementation journey.
Scaling Success: How to Standardize Processes with the Four Principles of Atomic Habits
Cory — March 5, 2024
Learn how businesses can scale success by standardizing processes and applying principles of the award-winning book Atomic Habits written by James Clear.
Introducing TaskRay Academy: Taking You From Novice to Superstar
Corinne Oertel — October 31, 2023
We are excited to announce the launch of TaskRay Academy: a customer-centric training hub where you can gain TaskRay superpowers. With customer success as our ultimate goal, we have developed…
Maximize Your Success with TaskRay
Guest Author — March 29, 2023
We want you to be successful in such changes and ensure that TaskRay is set up to its full potential. As such, we offer our Optimization package, essentially a bank…