About TaskRay

TaskRay is the modern project management application for Salesforce. TaskRay is designed to help you and your team be more productive, efficient, and collaborative. A 100% native Salesforce application, TaskRay enables you to manage, track and support your work in any area of your business. With drag and drop ease, complete visibility across multiple projects and teams, and robust reporting and dashboards, TaskRay provides a simple, visual way to get things done.

Teams in today’s workplace must rapidly adapt to constantly changing priorities. In this challenging environment, they know that social collaboration and frequent communication produce excellent results, but the overhead involved in these best practices can be daunting.

TaskRay is built from the ground up to solve the needs of modern teams. Its flexible framework encourages agile, iterative work practices, and it easily accommodates ad-hoc teams and projects. Whether you’re a team member or a team leader, TaskRay makes entering required tasks, organizing them by project, and assigning them to resources lightning fast. And, unlike other project management tools, TaskRay doesn’t have a steep learning curve or cumbersome processes to keep everything up to date.

Install and manage with ease using standard Salesforce button-click administration. Requires Chatter enabled in the Salesforce organization.

★ Try it free for 14 days to see how TaskRay can boost the productivity of your teams. ★

Pricing starting from:

US$25,00/month

  • Free Trial
  • Subscription

Key benefits of TaskRay

-Plan work quickly and efficiently, even with geographically distributed teams
-Support any business process with easy customization and integration with other Salesforce objects
-Collaborate effortlessly using Chatter groups, feeds and file sharing

Devices

Business size

S M L

Markets

Australia, Canada, China, Germany, United Kingdom and 3 others, India, Japan, United States

Supported Languages

English

Pricing starting from:

US$25,00/month

  • Free Trial
  • Subscription

Images

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Features

Total features of TaskRay: 38

  • API
  • Account Management
  • Agile Methodologies
  • Alerts/Notifications
  • Assignment Management
  • Calendar Management
  • Client Portal
  • Collaboration Tools
  • Cost-to-Completion Tracking
  • Customer Engagement
  • Customer Management
  • Customizable Templates
  • Deadline Management
  • Drag & Drop
  • File Sharing
  • Gantt/Timeline View
  • Kanban Board
  • Labeling
  • Milestone Tracking
  • Multi-Department/Project
  • Onboarding
  • Percent-Complete Tracking
  • Portfolio Management
  • Prioritization
  • Project Management
  • Project Templates
  • Project Time Tracking
  • Projections
  • Recurring Tasks
  • Reporting/Project Tracking
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Time & Expense Tracking
  • To-Do List
  • Traditional Methodologies
  • Usage Tracking/Analytics

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Reviews

Overall rating

4,3 /5
(18)
Value for Money
3,9/5
Features
4,1/5
Ease of Use
3,9/5
Customer Support
4,1/5

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Showing 5 reviews of 18
Beju L.
Overall rating
  • Industry: Consumer Goods
  • Company size: 51-200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Great app, but doesn't come cheap

Reviewed on 2018/06/13

Great PM app, but very expensive.

Great PM app, but very expensive.

Pros

If you need to be able to tie your projects to salesforce object this is a great solution. Has most PM functionality that you would be looking for and is fairly easy to use.

Cons

A little slow since its running inside SFDC and costs a ton if you factor in the requirement of SFDC seats for people who wouldn't otherwise use SFDC.

Max P.
Overall rating
  • Industry: Computer Software
  • Company size: 201-500 Employees
  • Used Monthly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 5.0 /10

Only Reason to use this is because it is integrated into Salesforce

Reviewed on 2019/06/27

I try not to use this very much. We use it for customer project planning and export the pdf or...

I try not to use this very much. We use it for customer project planning and export the pdf or share with customer. It is not very helpful for much else.

Pros

The highlight of this software is that the it is integrated into Salesforce well. The only reason we went with this software is because our SalesForce admin said this is the gantt charting software is the only one we could get on SalesForce.

Cons

The UI is very clunky. To edit any of the times, settings, you have to go to a settings menu to make changes. You can drag around the time lines but everything else is in a clunky menu.

Verified Reviewer
Overall rating
  • Industry: Telecommunications
  • Company size: 51-200 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Amazing Customer Service

Reviewed on 2021/02/11

Great experience with the platform, the integration is seamless and easy and the customer support...

Great experience with the platform, the integration is seamless and easy and the customer support is superb.

Pros

The product itself is pretty basic, just allowing better tracking of tasks and projects and allowing for more organization and reporting- however, the customer service is outstanding- people respond ASAP and always get the issue resolved quickly- I've never had a ticket open longer than a day or 2 with TaskRay.

Cons

I don't think the user interface is super user friendly, sometimes it can look a little overwhelming but overall its not bad

Trang L.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 2.0 /10

Lacking in a PM tool

Reviewed on 2019/09/18

Being able to see all projects and tasks in one application. The value of this is that upper...

Being able to see all projects and tasks in one application. The value of this is that upper management can see where everything is without having to come ask the PM's where the project is. Issue is, upper management doesn't know how to use it, so they still have to come and ask the PM's.

Pros

Easy to add projects and cloning. Good to be able to see all projects and tasks in one application. Integrated with SalesForce, so I don't have to open multiple apps, just moving form screen to screen.

Cons

Hard to set up dependencies without shifting all dates. A lot of glitches. No answer to glitches, so there is a lot of workarounds that you have to do. It would be great if you are changing dates, that you can change a bunch of dates at once, instead of individually. For instance, you have 5 tasks that are all due on the same day, would be nice if you can highlight the 5 tasks and change the dates all at once instead of individually. Very time consuming if you have 100 tasks across subprojects that need to change.

Ashley L.
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Taskray has helped us to manager our Open Enrollment Season

Reviewed on 2017/12/07

Organization

Organization

Pros

Taskray has made it easy to stay organized during our busy time of year. It give peace of mind that all responsibilities and pending items are neatly listed.

Cons

I don't like that there when there are multiple duties, you have to scroll over on the screen to see what stage of the process they are in.

Showing 5 reviews of 18 Read all reviews

TaskRay FAQs

Below are some frequently asked questions for TaskRay.

TaskRay offers the following pricing plans:

  • Starting from: US$25,00/month
  • Pricing model: Subscription
  • Free Trial: Available

Starting at $25/user/month. Choose from an annual commitment per user or per instance or choose to purchase the TaskRay starter pack which includes up to 5 users. Additional discounts available for Nonprofits.

We do not have any information about TaskRay features

TaskRay has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

TaskRay supports the following languages:

English

TaskRay supports the following devices:

TaskRay integrates with the following applications:

Salesforce Sales Cloud

TaskRay offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Chat

Related categories

See all software categories found for TaskRay.