G2 reviewers report that monday Work Management excels in user-friendliness, with many users praising its intuitive interface and ease of onboarding. One user highlighted that the templates are "fantastic" and have significantly streamlined their processes, making it easy for new team members to adapt quickly.
Users say that TaskRay offers strong integration with Salesforce, which is a major advantage for teams already using that platform. Reviewers appreciate the ability to create comprehensive reports that combine data from TaskRay with other Salesforce objects, enhancing project visibility and management.
According to verified reviews, monday Work Management stands out for its flexibility and structure, allowing users to design scalable operational systems. Features like connected boards and mirroring have been particularly noted for helping teams manage complex workflows effectively.
Reviewers mention that while TaskRay provides a solid framework for project management, some users find it challenging to customize to their specific workflows. This can lead to configuration hurdles that may require additional time and effort to overcome.
G2 reviewers highlight that monday Work Management's automation features are a game-changer, with users noting that the AI integration significantly enhances their daily tasks. This capability has been described as "amazing" and has helped teams solve numerous operational challenges.
Users report that TaskRay, while effective for project oversight, sometimes lacks the advanced features found in monday Work Management, such as robust task prioritization and mass updates. This can impact teams looking for more dynamic project management solutions.
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Standardize processes and manage your team’s work in one place
Yes. TaskRay is a native app built directly within the Salesforce platform. This means it's secure, reliable, very customizable, reportable and easily...Read more
What level Salesforce license do I need for TaskRay?
1 Comment
Official Response from TaskRay
TaskRay works with all Sales and Service Cloud licenses from Professional Edition through Unlimited Edition.Read more
How can I most economically add TaskRay users who are not already Salesforce users?
1 Comment
Official Response from TaskRay
TaskRay also works perfectly with Salesforce Platform license types, such as Employee Apps Starter or Community licenses. (Note: You must have at least...Read more
Is it possible for you to have your own CRM on Monday?
5 Comments
JK
Monday is a task and project management tool which is very agile and technically you can make a CRM out of it. At our company we didn't as we have...Read more
More than one owner of a task - can they share the one task item?
2 Comments
LR
Hi Jon - yes you can assign a task to more than one person. How I have done it in the past was to create additional "People" columns. Read more
How best to use Monday to manage social media campaigns and publications across multiple clients (for planning purposes in particular)?
2 Comments
KM
I want to increase the size of my Google Drive storage but it's free, because the 15 GB video and photo files currently have a large resolution, so in my...Read more
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