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.

AVAILABLE FOR
OutlookIBM Notes

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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.

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

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

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

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

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

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.

$16 per user/month
Microsoft Outlook Editions Office 365, 2016, 2013, 2010 (32 & 64 bit)
Supports IMAP and POP3
Salesforce Editions Contact Manager, Group, Professional, Enterprise, Performance
Microsoft Windows Versions Windows 10, 8, 7, Vista, and XP (32 & 64 bit) including Surface Pro devices
Virtual Desktop Environments Including, but not limited to, Citrix, Terminal Services, and VMware

Subscriptions are billed annually. Volume discounts available starting with subscriptions of 4 licenses or more. Discounts available for non-profits. Call 732-212-8401 or email sales@LinkPoint360.com for a quote.

$19 per user/month
IBM Notes Editions Versions 9.x, 8.x, 7.x, 6.x (Basic & Standard)
Supports IMAP and POP3
Salesforce Editions Contact Manager, Group, Professional, Enterprise, Performance
Microsoft Windows Versions Windows 10, 8, 7, Vista, and XP (32 & 64 bit) including Surface Pro devices
Virtual Desktop Environments Including, but not limited to, Citrix, Terminal Services, and VMware

Subscriptions are billed annually. Volume discounts available starting with subscriptions of 50 licenses or more. Discounts available for non-profits. Call 732-212-8401 or email sales@LinkPoint360.com for a quote