Last updated on
Company health
Ratings
TaskRay description
TaskRay is project and work management software for Salesforce users. It helps you manage projects, onboard clients, and automate tasks without leaving Salesforce. TaskRay offers features like resource management, task management, templates, and analytics. It is beneficial for project managers, operations teams, and Salesforce administrators in various industries, including technology, healthcare, and finance. TaskRay promises faster project completion, reduced costs, and better customer satisfaction by keeping all project information within Salesforce.
Who is TaskRay best for
TaskRay, a project management software native to Salesforce, helps streamline projects, automate tasks, and onboard clients. Users praise its seamless Salesforce integration, customizability, and helpful customer support. However, some find the mobile app underwhelming and the software slow. Best for small to medium businesses in IT, software, and related sectors seeking improved project efficiency within Salesforce.
-
Best fit for small to medium-sized businesses using Salesforce.
-
Ideal for software, IT, telecommunications, and other professional services.
TaskRay features
| Supported TaskRay supports workflow automation to streamline processes and routine tasks. |
| Supported TaskRay automates onboarding with its Onboarding Kick-Off Flow and templates. |
| Supported TaskRay is a native Salesforce app, enabling seamless data connection and synchronization. |
| Supported TaskRay supports assigning people to tasks and visualizing their workload. |
| Supported TaskRay supports quick progress assessment and easy plan editing through various project views and efficient editing features. |
| Supported TaskRay offers comprehensive reporting and analytics for projects, including custom reports and dashboards. |
We evaluate the sentiment that users express about non-functional aspects of the software
Value and Pricing Transparency
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
TaskRay reviews
We've summarised 177 TaskRay reviews (TaskRay GetApp reviews, TaskRay Capterra reviews and TaskRay G2 reviews) and summarised the main points below.
- Excellent customer support, responsive and helpful.
- Seamless integration with Salesforce, leveraging existing data and workflows.
- Highly customizable, allowing tailoring to specific business needs.
- Easy-to-use interface with multiple views (Kanban, Gantt, list).
- Templates streamline project creation and ensure consistency.
- TaskRay can be slow and laggy, impacting user experience.
- The mobile app is underwhelming and needs improvement.
- The filtering system can be cumbersome and difficult to use effectively.
- Sharing projects with external stakeholders without licenses is challenging.
- Limited integration with file sharing apps outside of Salesforce.
TaskRay pricing
The commentary is based on 5 reviews from TaskRay Capterra reviews and TaskRay G2 reviews.
TaskRay offers different support plans in addition to its project management plans. More information on onboarding plans can be found at https://taskray.com/pricing/.
Users sentiment
See the TaskRay pricing page.
Starter
Project Views: Kanban, Plan, Row, Calendar, My Work; Work Management: Checklists, Milestones, Archiving, Dependencies, Project Schedules, Locked Task Dates, Blocked Tasks, Repeating Tasks, Print/Export; Templates & Automation: Template Projects, Template Builder, Cloning, Versioning, Stitching, Sales & Customer Success Handoffs, Customer Onboarding Scores; Reporting & Analysis: Basic Reports, Basic Dashboards; Resource Management: Dynamic Team Builder; Support: Email, Knowledge Base, Training Webinars, Upgraded Support Available
Standard
Project Views: Everything in Starter, Spreadsheet View; Work Management: Everything in Starter; Templates & Automation: Everything in Starter; Reporting & Analysis: Everything in Starter, Project Portfolio, Template Performance View, Project Insights, Baselines; Resource Management: Everything in Starter, Resource Assignment, Role Assignment, Business Schedules & Holidays, Historical Resource Utilization; Time Tracking: Timer, Timesheet; Collaboration: Collaboration View, Collaboration Connect, Collaboration Hub*, Collaboration Experience*; Advanced Progress Controls: Standard Task Weighting, Time-based Task Weighting; Support: Everything in Starter, Upgraded Support Available
Premium
Project Views: Everything in Standard; Work Management: Everything in Standard, Advanced Scheduler; Templates & Automation: Everything in Standard, Template Migration; Reporting & Analysis: Everything in Standard; Resource Management: Everything in Standard, Resource Attributes, Resource Planner, Capacity & Utilization, Resource Analytics & Forecasting, Assignment Decision Making; Time Tracking: Everything in Standard; Collaboration: Everything in Standard; Advanced Progress Controls: Everything in Standard, Custom Task Weighting, Ongoing Task Progress, Advanced On Hold; Support: Everything in Standard, Upgraded Support Available
TaskRay alternatives
Mission ControlBetter fit for Finance, Education, Professional Services or Software companies. Has strong customer support. Is growing faster. Provides more comprehensive reporting features, but those can be slow. More negatively perceived pricing.Read more
CogniSaaSMore focused on customer onboarding for enterprise SaaS companies. Lacks Salesforce integration.Read more
TrelloBetter for teams needing a simple, visual project management tool. Not Salesforce-native, unlike TaskRay, so it won't leverage existing Salesforce data and workflows. A free plan is available.Read more
RocketlaneBetter for finance, e-commerce, retail, hospitality, and media. Has more momentum based on employee growth. A strong TaskRay competitor for client-facing teams needing project management, onboarding, and professional service automation.Read more
ProjecLeoLower rated on G2. No user reviews available. Lacks specific features and industry fit information. TaskRay alternative, TaskRay competitor.Read more
Cloud CoachBetter for larger businesses needing PSA or customer onboarding within Salesforce. Has more momentum in terms of employee growth. Users highlight easy time entry and task management but dislike reporting and waterfall rigidity.Read more
TaskRay FAQ
What is TaskRay and what does TaskRay do?
TaskRay is a project and work management software native to Salesforce. It streamlines project management, client onboarding, and task automation, all within the Salesforce platform. TaskRay offers resource management, customizable templates, and robust analytics for improved project delivery and customer satisfaction.
How does TaskRay integrate with other tools?
TaskRay seamlessly integrates with Salesforce, allowing users to manage projects, onboard clients, and automate tasks without leaving the platform. This native integration leverages existing Salesforce data and workflows for enhanced efficiency.
What the main competitors of TaskRay?
TaskRay's main competitors include Mission Control, Cloud Coach, and Rocketlane, all offering project management within Salesforce. ClickUp and Bordio are broader work management platforms, while CogniSaaS focuses on customer onboarding and project management for enterprise SaaS companies.
Is TaskRay legit?
TaskRay is a legitimate project management software integrated with Salesforce. It's known for excellent customer support and a customizable interface, though some users find it slow and the mobile app underwhelming. So, it is safe to use.
How much does TaskRay cost?
I couldn't find pricing details for TaskRay. For the most current pricing information, it's best to visit TaskRay's website directly or contact their sales team. This will allow you to determine if TaskRay is worth the investment for your specific needs.
Is TaskRay customer service good?
TaskRay's customer service receives overwhelmingly positive feedback. Users consistently praise the support team's responsiveness, helpfulness, and expertise in resolving issues quickly. Many reviewers highlight the personalized attention and willingness to go the extra mile.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.