SET USER GROUP MEETING May 17 2017 System

SET USER GROUP MEETING May 17, 2017 System e. Comm Team (SET) | www. cu. edu/ecomm/set

Task. Ray

About Task. Ray Project management tool Integrated Salesforce app Secure Customizable Collaboration User friendly! System e. Comm 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 e. Comm Team (SET) | www. cu. edu/ecomm/set

Task. Ray Overview Introduction Video by Task. Ray https: //www. youtube. com/watch? v=xst. Yot 3 Cja 8 System e. Comm Team (SET) | www. cu. edu/ecomm/set

Reporting Report on Task. Ray Data Number of tasks in a project Status of tasks Time spent on tasks Etc. Dashboards Visualization of the reports System e. Comm Team (SET) | www. cu. edu/ecomm/set

Task. Ray Tour & Demo Sample Task. Ray Project & Task https: //cu--taskray. na 17. visual. force. com/apex/trtaskboard? sfdc. tab. Name=01 ro 0000 g. Fu System e. Comm Team (SET) | www. cu. edu/ecomm/set

Task. Ray and e. Comm Ops

Task. Ray & SET Collaboration Central channel for communication, collaboration New report e. Comm question Meeting request Help testing a Marketing Cloud email Add new members to a campaign Trouble finding a contact in Salesforce System e. Comm 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/Task. Ray Help ticket for backup support SET Webpage Upcoming User Group Mtgs https: //www. cu. edu/ecomm/set System e. Comm Team (SET) | www. cu. edu/ecomm/set