TaskRay

LinkPoint Connect for TaskRay

Task management can be a task unto itself in organizations big, small, and in between. Often, an array of lists, calendars, and reminders are used to try to keep teams and projects on track. Increase TaskRay use throughout your organization with a solution that simplifies how you track what needs to get done. LinkPoint Connect unites the work your team does within email and TaskRay.

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Stop switching between email and TaskRay!

TaskRay provides shared to-do list capabilities to bring your task management together across the organization, LinkPoint Connect takes this productivity a step further by bringing the data you see in TaskRay directly to your email client.

LinkPoint Connect’s flexible integration allows users to record emails, create new contacts, and view TaskRay data directly within Microsoft Outlook or IBM Notes all backed by automated synchronization of contacts, calendars, and tasks.

Save time. Streamline processes. Complete more tasks.

TaskRay Solution - Collage

How It Works

View real-time data from TaskRay without ever leaving your email. Click on an email, and the LinkPoint Connect Side Panel instantly displays that contact’s information as it appears in TaskRay.

  • View TaskRay data inside your email client with seamless integration
  • Access Projects and Tasks to review and record emails
  • Click to open specific TaskRay records or make VoIP calls for follow up
  • Toggle between related clients for specific emails based on To, Cc, and Bcc field data
  • Customize the record types and custom objects including the TaskRay data you want to see in your email client
View_TaskRay_How It Works

Record emails to TaskRay fields when sending messages from within your email application. LinkPoint Connect makes it easy to associate emails with the right contacts and accounts with just a few clicks.

  • Record emails easily when sending messages
  • Control where and how emails are recorded including specific TaskRay objects
  • Choose to include attachments when recording emails
  • Schedule follow up tasks and appointments based on your contact’s status
  • See which emails have already been recorded to TaskRay
Record_TaskRay_How It Works

Create new records with ease…and without the hassle of copy and paste actions between your email and TaskRay. LinkPoint Connect makes data entry simple by bringing together the systems that support your processes.

  • Drag and drop an email signature to create new accounts and contacts
  • Auto-populate fields in TaskRay when creating new contacts
  • Create new opportunities, events, and tasks for specific records with an easy add button
  • Remain compliant with TaskRay required fields based on your existing business rules
Create

Sync what you want, where you need it. You work differently in email and TaskRay throughout the day. Save time and hassle by creating items once and having them sync where you need them. Users can set LinkPoint Connect to sync contacts, calendars, and tasks between systems.

  • Choose one-way or two-way sync between your email application and TaskRay
  • Set independent rules to sync contacts, calendars, and tasks
  • Select manual sync to push specific items to TaksRay or back to email
  • Use the Summary Screen to check your work to ensure accuracy
  • Schedule automatic sync to run when it’s most convenient for you
Outlook+Salesforce: Sync

Customize your email and TaskRay integration to mirror your current workflows. LinkPoint Connect supports custom objects and custom fields, putting the data specific to how you do business at your fingertips.

  • Choose the custom objects and fields you want to access in Outlook based on your TaskRay configuration
  • Provide your requirements to the LinkPoint360 team
  • View and work with your TaskRay data directly within your email application
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Features

LinkPoint Connect is designed to innovate how users work and foster productivity. It’s never been easier to streamline how you work between email and TaskRay.

System Compatibility

Microsoft Outlook Editions Office 365, 2016, 2013, 2010, 2007 (32 & 64 bit)
Supports IMAP and POP3
IBM Notes Editions Versions 9.x, 8.x, 7.x, 6.x (Basic & Standard)
Supports IMAP and POP3
Microsoft Windows Versions Windows 10, 8, 7, Vista, and XP (32 & 64 bit)
Virtual Desktop Environments Citrix and Terminal Services
$16-19 per user/month *
LinkPoint Connect for TaskRay
or try it free for 7 days

* Subscriptions are billed annually

$16 per user/month for Microsoft Outlook users.
$19 per user/month for IBM Notes users.
10% discount available for non-profits.
Volume discounts available starting with subscriptions of 4 licenses or more.
Call or email sales@LinkPoint360.com for a custom quote.