SET
USER GROUP
MEETING
May 17, 2017
System eComm Team (SET) | www.cu.edu/ecomm/set
TaskRay
About TaskRay
Project management tool
Integrated Salesforce app
Secure
Customizable
Collaboration
User friendly!
System eComm Team (SET) | www.cu.edu/ecomm/set
Functionality
Projects
Group and organize work
Tasks
Housed within projects
Action item or collection of action items
Record and monitor work
Collaborate with others
System eComm Team (SET) | www.cu.edu/ecomm/set
TaskRay Overview
Introduction Video by TaskRay
https://www.youtube.com/watch?v=xstYot3Cja8
System eComm Team (SET) | www.cu.edu/ecomm/set
Reporting
Report on TaskRay Data
Number of tasks in a project
Status of tasks
Time spent on tasks
Etc.
Dashboards
Visualization of the reports
System eComm Team (SET) | www.cu.edu/ecomm/set
TaskRay Tour & Demo
Sample TaskRay Project & Task
https://cu--taskray.na17.visual.force.com/apex/trtaskboard?sfdc.tabName=01ro00000000gFu
System eComm Team (SET) | www.cu.edu/ecomm/set
TaskRay and eComm Ops
TaskRay & SET Collaboration
Central channel for communication, collaboration
New report
eComm question
Meeting request
Help testing a Marketing Cloud email
Add new members to a campaign
Trouble finding a contact in Salesforce
System eComm Team (SET) | www.cu.edu/ecomm/set
Q&A Session
SET and Ready to Go!
Kate attending a conference
06/21 - 06/23
Submit requests by 06/14
Limited access to email/TaskRay
Help ticket for backup support
SET Webpage
Upcoming User Group Mtgs
https://www.cu.edu/ecomm/set
System eComm Team (SET) | www.cu.edu/ecomm/set