Integrate Your Inbox with TaskRay
Cirrus Insight not only helps you attach emails to TaskRay tasks and projects, it also let’s you create tasks and projects. All without leaving your Gmail inbox.
Enable Activities on the TaskRay Task and Project objects
- Go to Setup>Create>Objects and select the TaskRay Project object
- Click Edit at the top of the object's page, check Allow Activities, click Save.
- Edit the page layout for the TaskRay Project object, drag Activity History and Open Activities sections from the Related Lists category into the layout, click Save
- Repeat Steps 1-3 for the TaskRay Task object
Optional: Turn on Chatter Feed Tracking for Related Objects
- Go to Setup>Customize>Chatter>Customize field tracking in your feeds
- Select TaskRay Project object, enable feed tracking (if it's not already enabled), check All Related Objects checkbox, click Save
- Perform Step 2 for TaskRay Task object