TaskRay
TaskRay helps Salesforce teams organize project tasks, manage workflows, track milestones, and coordinate collaboration to deliver projects more efficiently within Salesforce.
TaskRay is a Salesforce-native project management and customer onboarding platform. It helps businesses manage client implementations, organize tasks, and automate project workflows directly within Salesforce. Teams can create project templates, assign responsibilities, track milestones, and monitor progress from a centralized workspace. TaskRay also supports resource planning, time tracking, and reporting to improve project delivery. It is particularly useful for businesses that want to connect sales activities with post-sale project execution.
How TaskRay Works
- Salesforce integration: Install TaskRay directly into your Salesforce account.
- Project initialization: Create projects manually or trigger templates when sales deals close.
- Task execution: Assign tasks, track dependencies, share updates, and record work hours.
- Monitoring & reporting: Review project timelines, resource usage, and performance through dashboards.
How We Rated TaskRay
We evaluated TaskRay based on its Salesforce integration, project management features, workflow automation, resource planning, collaboration tools, and reporting capabilities. We also considered its ease of use, pricing, and suitability for customer onboarding and enterprise project delivery.
Pros
- Works directly within Salesforce.
- Automates project creation through templates.
- Offers multiple project views.
- Provides helpful customer support.
Cons
- Requires Salesforce access and TaskRay licensing.
- Adjusting dependent task dates can be complex.
- Interface may feel crowded.
- Salesforce-based businesses managing client projects.
- Customer onboarding and implementation teams.
- Project managers coordinating multiple workflows.
- Operations teams managing resources and delivery timelines.
- Manage projects directly within Salesforce.
- Automate project setup using templates.
- Track tasks, milestones, and dependencies.
- Monitor team capacity and workloads.
- Collaborate with clients and internal teams.
- Generate reports on project performance.
TaskRay's Key Features
Multiple project views for managing tasks and timelines.
Templates & automation for creating repeatable workflows.
Resource management & capacity for balancing team workloads.
External collaboration for sharing project updates with clients.
AI & agent integration for identifying delivery risks.
Time tracking & reporting for monitoring project performance.
Pricing
Starter
$25.00 /mo
Standard
$40.00 /mo
Premium
$60.00 /mo
Disclaimer: for the latest and most accurate pricing, please visit the official TaskRay website.
Frequently Asked Questions
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