TaskRay Features
Tasks (8)
Creation & Assignment
Create and assign tasks for individual users with details and due dates. 30 reviewers of TaskRay have provided feedback on this feature.
Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates). 30 reviewers of TaskRay have provided feedback on this feature.
Task Prioritization
Set priority levels on tasks so individuals can organize their work. 29 reviewers of TaskRay have provided feedback on this feature.
To-Do Lists
As reported in 26 TaskRay reviews. Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Define dependencies between tasks and the rules to manage them. 29 reviewers of TaskRay have provided feedback on this feature.
Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects. 25 reviewers of TaskRay have provided feedback on this feature.
Drag & Drop
Users can move tasks and change dependencies using drag and drop. 30 reviewers of TaskRay have provided feedback on this feature.
Recurring Tasks
As reported in 26 TaskRay reviews. Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Projects (11)
Planning
As reported in 30 TaskRay reviews. Plan and create work breakdown structure (WBS) based on the scope of the project.
Project Map
Projects can be mapped out with milestones, due dates, deliverables and interdependencies. This feature was mentioned in 30 TaskRay reviews.
GANTT
Provide visual representations of tasks, dependencies, and progress. This feature was mentioned in 27 TaskRay reviews.
Calendar View
As reported in 28 TaskRay reviews. Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
Views
Based on 29 TaskRay reviews. Create customized project views for internal and external purposes (eg: for customers).
Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource. 19 reviewers of TaskRay have provided feedback on this feature.
Issue Tracking
Track issues at the project or task level, and manage resolutions. This feature was mentioned in 23 TaskRay reviews.
Templates
As reported in 28 TaskRay reviews. Provide standards templates that can be customized by users to create new projects.
Critical Path
Automatically calculate the critical path for projects and update it when projects change. This feature was mentioned in 18 TaskRay reviews.
Time & Expense
Based on 22 TaskRay reviews. Track time and expenses associated with projects or tasks.
Methodologies
Support agile and waterfall project management methodologies. 17 reviewers of TaskRay have provided feedback on this feature.
Resource Management (3)
Resource Definiton
Based on 21 TaskRay reviews. Create human and material resources and categorize them based on skills and other criteria.
Capacity
Monitor capacity in real time to track resource use and identify bottlenecks. This feature was mentioned in 21 TaskRay reviews.
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department. This feature was mentioned in 23 TaskRay reviews.
Project Monitoring (3)
Baselining / KPIs
Based on 20 TaskRay reviews. Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Resource Allocation
Based on 18 TaskRay reviews. Monitor resource allocation to identify shortages and adjust accordingly.
Dashboards
As reported in 21 TaskRay reviews. Deliver dashboards that display project data and KPIs in real time.
Planning (3)
Resource Definiton
Create human and material resources and categorize them based on skills and other criteria.
Capacity
Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling
As reported in 10 TaskRay reviews. Allocate resources by matching capacity and demand, by project, team, or department.
Optimization (3)
Performance
Monitor the performance of each resource by project, portfolio, or resource type. This feature was mentioned in 10 TaskRay reviews.
Forecasting
Provide demand-driven forecasts to prepare and plan for future projects.
Corrections
Identify misutilizations and provide suggestions to improve planning and scheduling.
Task Creation (4)
Creation & Assignment
Create and assign tasks for individual users with details and due dates. This feature was mentioned in 25 TaskRay reviews.
Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates). 26 reviewers of TaskRay have provided feedback on this feature.
Drag & Drop
Users can move tasks and change dependencies using drag and drop. This feature was mentioned in 27 TaskRay reviews.
Mass Updates
As reported in 19 TaskRay reviews. Allows users to update multiple tasks at the same time, accross multiple projects.
Task Management (4)
Task Prioritization
Set priority levels on tasks so individuals can organize their work. This feature was mentioned in 19 TaskRay reviews.
To-Do Lists
Based on 20 TaskRay reviews. Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Define dependencies between tasks and the rules to manage them. 22 reviewers of TaskRay have provided feedback on this feature.
Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals. 15 reviewers of TaskRay have provided feedback on this feature.
Automation (3)
Workflows
Provide standard workflows that can be used accross the company. 14 reviewers of TaskRay have provided feedback on this feature.
Customization
As reported in 15 TaskRay reviews. Allow administrators to configure workflows and processes.
Data repository
Deliver a single data repository for all project information. This feature was mentioned in 13 TaskRay reviews.
Administration (3)
Permissions
Define and manage roles and access rights for the entire system. 16 reviewers of TaskRay have provided feedback on this feature.
Procedures
Maintain procedures for data access and governance. This feature was mentioned in 15 TaskRay reviews.
Remote Work
As reported in 15 TaskRay reviews. Allow users to use the system online and on mobile devices.
Project management (7)
Task Prioritization
Set priority levels on tasks so individuals can organize their work. 16 reviewers of TaskRay have provided feedback on this feature.
Dependencies
Define dependencies between tasks and the rules to manage them. 15 reviewers of TaskRay have provided feedback on this feature.
Planning
Plan and create work breakdown structure (WBS) based on the scope of the project. This feature was mentioned in 17 TaskRay reviews.
Views
As reported in 16 TaskRay reviews. Create customized project views for internal and external purposes (eg: for customers).
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department. This feature was mentioned in 17 TaskRay reviews.
Critical Path
Automatically calculate the critical path for projects and update it when projects change. This feature was mentioned in 14 TaskRay reviews.
Dashboards
As reported in 16 TaskRay reviews. Deliver dashboards that display project data and KPIs in real time.
Workload (4)
Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly. 12 reviewers of TaskRay have provided feedback on this feature.
Workspace
As reported in 12 TaskRay reviews. Define customizable workspace for teams, departments, and external users.
Configuration
Provide drag and drop options to configure workspaces. This feature was mentioned in 14 TaskRay reviews.
Insights
Monitor work accross the company and analyze performance. 14 reviewers of TaskRay have provided feedback on this feature.
Communication & Collaboration (3)
Communication Channels
Based on 15 TaskRay reviews. Support multiple channels for internal and external communications.
Document Management
Allow users to share and collaborate on documents and files. This feature was mentioned in 14 TaskRay reviews.
Collaboration
Based on 16 TaskRay reviews. Help users meet, share workspaces, and collaborate on tasks.
Cost Management (3)
Project Budgeting
Based on 10 TaskRay reviews. Associate a budget with a project and allocate it accordingly by task or resource.
Time & Expense
Track time and expenses associated with projects or tasks. 14 reviewers of TaskRay have provided feedback on this feature.
Profitability
Monitor project proftability by team or department.
Integration (3)
Front Office
Integrate with CRM, marketing, or customer service software. 12 reviewers of TaskRay have provided feedback on this feature.
Back Office
Based on 11 TaskRay reviews. Provide integration with accounting software and ERP systems.
External data
As reported in 10 TaskRay reviews. Connect to external data sources such as databases or BI software.
Onboarding Setup (3)
Workflows
Provide customizable workflows for onboarding activities and tasks. This feature was mentioned in 11 TaskRay reviews.
Templates
Include templates for onboarding project plans and documents. This feature was mentioned in 13 TaskRay reviews.
Checklists
Generate checklists to monitor the prograss of onboarding projects. 13 reviewers of TaskRay have provided feedback on this feature.
Project Tracking (5)
Monitoring
Track tasks, project, and dependencies using timeline views or GANTT charts. This feature was mentioned in 13 TaskRay reviews.
Resources
Allocate resources to tasks and projects, and track their costs.
Content
Manage onboarding documents, training materials, and other content. This feature was mentioned in 11 TaskRay reviews.
Tasks
As reported in 12 TaskRay reviews. Assign and track onboarding tasks to internal and external stakeholders.
Optimization
Based on 10 TaskRay reviews. Identify trends and analysis that can be used to optimize onboarding.
Customer Engagement (5)
Portal
Provider a portal for customers and external users to collaborate and share documents.
Engagement
Based on 10 TaskRay reviews. Include features to keep customers engaged such as internal communications.
Branding
Create white-label portals by customer, product, or project.
Visibility
As reported in 11 TaskRay reviews. Provide multiple levels of visibility accrosss all onboarding stages.
Collaboration
As reported in 10 TaskRay reviews. Allow internal and external users to collaborate without loging into the system.
Agentic AI - Salesforce AppExchange Apps (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Project Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Work Management (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Technology Glossary Features
View definitions of the features and discover new technology terms.
Document management refers to systematically organizing, storing, and tracking electronic documents. Learn more about its workflow, types, and benefits.
To-do lists are how an individual keeps tasks that need to be completed organized. Learn more about the types of to-do lists that can be used and the benefits of utilizing a list to stay motivated and productive.





