TaskRay

Template Hub and Template Builder for Projects

Template Hub's Template Builder, available as an add-on for Starter, Standard, and Premium plans, is a flexible project management tool that enables users to create, customize, and standardize templates with hierarchical organization, team assignments, scheduling, and version control to streamline repeatable processes, improve project performance, and enhance collaboration, as praised by multiple business leaders.

Your One-Stop-Shop for All Things Templates

Save Time and Standardize Processes

Within Template Hub, you’ll find Template Builder, where you can create or iterate from existing templates to streamline and standardize your repeatable processes. Create hierarchies, assign team members and resources, schedule milestones and tasks, and make edits to existing templates—all in one place.

Available as Add-On for Starter, Standard, Premium Plans

A Tool Designed for Everyone

No matter your need, operating from a standardized framework is essential to completing projects on time and on budget. You can manually clone or stitch existing projects together to save time, and easily update or edit with the peace of mind provided by trackable changes and template versioning. Onboarding managers can analyze project performance and modify the template in real time based on project performance metrics and trends.

Organize and manage your projects through any combination of layers

  • Projects
  • Sub-projects
  • Task Groups
  • Tasks
  • Checklists

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 is the Template Hub feature and how is it different from creating templates manually?

  • Template Hub is a centralized hub for creating, storing, and managing all your project templates in one place. Unlike building templates manually, it streamlines organization, saves setup time, and ensures your team consistently uses standardized processes.

How many templates can I store and organize in the Template Hub?

  • There’s no strict limit to how many templates you can store in the Template Hub. It’s designed to handle a large library of templates so your team can easily organize, search, and access them as your project needs grow.

Can I categorize templates by business process or team in the Template Hub?

  • Yes, you can organize templates in the Template Hub by business process, department, or team. This makes it easier for users to find the right template quickly and maintain consistent workflows across different areas of your organization.

Is usage of Template Hub tracked (who copied, modified, reused a template)?

  • Yes, Template Hub tracks how templates are used, including who copies, edits, or reuses them. This gives teams visibility into template activity and helps ensure version control and accountability.

Less Time, Less Money, More Value

Best for

  • Onboarding Leaders
  • Project Managers
  • Executive Team

Creates Efficient, Standardized Processes

Onboarding with the same framework improves speed-to-value and reduces inefficiencies, saving time, money, and other resources.

Greater Transparency for Stakeholders

Transparency allows for easy and informed management of operational processes and needs within projects.

See Real-Time Improvements

Create new versions from existing templates, test those changes risk-free, compare project performance against target KPIs, and save money by improving timelines in real time.

Relevant Resources

Feature Highlight: Template Hub & Template Builder

Template Hub: New and improved for 2023! You may already be aware of the Template Hub feature, which made its debut in 2020. The Template Builder is part of the Template Hub: a single workspace for admins to manage any and all existing template projects and create new ones. Template Hub is your one-stop shop for building [...]

Feature Focus Webinar: Template Hub and Versioning

Learn more about how to design, optimize, and standardize your repeatable processes with the TaskRay Template Hub and Versioning.

Visit Our Knowledgebase

Our help documentation is a great resource for getting to know TaskRay features.