TaskRay & Customer Onboarding Webinar
CREATING SCALABLE SYSTEMS
Make Customer Onboarding A Breeze With TaskRay
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.