Templates

TaskRay in Salesforce Content Template

Help your team get started in TaskRay with this free, customizable content template covering the basics of TaskRay to guide them through creating and structuring tasks, managing work, and more! Connect with Spekit to learn how you can surface this training directly within TaskRay and your own Salesforce instance.

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TaskRay in Salesforce Content Template

View the complete guide to getting started with TaskRay.

Check out this free, customizable content template on the basics of using TaskRay including:

  • How to create tasks
  • How to manage tasks
  • Structuring projects, checklists and tasks
  • Customizing views and more!

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