TaskRay is a project and work management solution built on Salesforce, designed to help organizations manage onboarding processes, client projects, and other operational workflows. With tools for task tracking, project planning, collaboration, and reporting, TaskRay enhances productivity and ensures consistent delivery of high-quality projects. Its native Salesforce integration makes it an ideal solution for organizations looking to streamline work processes while leveraging customer data for customized project management.

Business use cases

Automating Client Onboarding Workflows

Frends can integrate TaskRay with CRM systems like Salesforce to automate client onboarding processes. For instance, when a new customer is added to Salesforce, Frends can trigger the creation of an onboarding project in TaskRay. Custom onboarding tasks and timelines can be generated automatically, ensuring a seamless and consistent onboarding experience for every client.

Streamlining Cross-Department Collaboration

By connecting TaskRay with collaboration tools such as Microsoft Teams or Slack via Frends, teams can stay informed about project updates in real time. For example, Frends can send notifications to specific channels when a task is assigned, modified, or completed in TaskRay, ensuring all stakeholders remain aligned without needing constant manual updates.

Synchronizing TaskRay with Financial Systems

Frends can integrate TaskRay with financial tools like QuickBooks or SAP to automate project budget tracking and invoicing. For example, when a project in TaskRay reaches a specific stage or milestone, Frends can trigger an invoice to be generated in the financial system. This reduces administrative overhead and ensures accurate and timely billing.

Automating Recurring Projects or Templates

Frends can simplify recurring operational tasks by integrating TaskRay with other project management tools or databases. For instance, Frends can periodically trigger the creation of pre-defined project templates in TaskRay for repetitive processes, such as monthly reporting or quarterly reviews, saving time for teams and ensuring standardized execution.

Tracking Progress for Customer Success Initiatives

Frends can automate the flow of information between TaskRay and customer success tools like Gainsight or Zendesk. For example, Frends can synchronize project completion progress in TaskRay with customer success dashboards, enabling teams to track customer deliverables and evaluate satisfaction metrics efficiently.

Managing Resource Allocation

TaskRay can be connected with workforce management tools through Frends to optimize resource allocation. For instance, when a project or task is created in TaskRay, Frends can cross-reference available resources and automatically assign team members based on their schedules and skills, ensuring balanced workloads across teams.

Enhancing Reporting and Analytics

Frends can export task and project data from TaskRay to analytics platforms like Tableau, Power BI, or Salesforce reports for advanced business insights. For example, Frends can automate the transfer of data related to project timelines, task completions, and resource utilization from TaskRay to create visual dashboards. This allows organizations to measure performance and optimize processes over time.

Automating Customer Follow-Ups

Frends can create workflows to integrate TaskRay with email platforms for automated customer follow-ups. For example, once a project milestone is completed in TaskRay, Frends can send a notification or survey to the customer to update them on progress or collect feedback. This ensures consistent communication and enhances the customer experience.

Supporting Multi-System Project Collaboration

For organizations using multiple project management solutions, Frends can facilitate integration between TaskRay and other platforms like Asana or Jira. For example, tasks created in Jira for engineering teams can be automatically mirrored in TaskRay for better alignment with customer-facing teams. This enables seamless collaboration across different systems.

Automating Compliance Tracking

Frends can integrate TaskRay with compliance tools to streamline audit and regulatory workflows. For example, regulatory tasks in TaskRay can be monitored automatically, and missing documentation or overdue compliance actions can trigger reminders to relevant stakeholders. This ensures projects remain compliant with industry standards and reduces the risk of non-compliance.

Managing Post-Project Feedback and Improvements

Frends can connect TaskRay with survey tools like SurveyMonkey or Qualtrics to gather post-project feedback. For example, once a project is marked complete in TaskRay, Frends can trigger the distribution of surveys to clients or internal stakeholders, collecting valuable insights for process improvements. Survey results can also be synced back to TaskRay or Salesforce for future analysis and reporting.