TaskRay & Customer Onboarding Webinar

CREATING SCALABLE SYSTEMS

Make Customer Onboarding A Breeze With TaskRay

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Join us for a 30-minute webinar covering the details of how to create successful and scalable customer onboarding projects with TaskRay. We will discuss templates and automations as well as customization options. Live Q&A to follow.

We'll be covering: 

-Building automations to quickly clone project templates 
-Using different templates for different project types (like various lines of business) 
-Organizing projects into Task Groups to accommodate scheduling changes 
-Using integrations like Communities and Quip to enhance transparency with customers

Learn more about our other webinars here