[ TaskRay Reviews ](https://www.g2.com/products/taskray/reviews) [ TaskRay Reviews ](https://www.g2.com/products/taskray/reviews) # TaskRay Features ##### ## Tasks (8) Creation & Assignment Create and assign tasks for individual users with details and due dates. Due Dates Set deadlines and milestones for tasks, manually or automatically (based on project templates). Task Prioritization Set priority levels on tasks so individuals can organize their work. To-Do Lists 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. Mass Updates Allows users to update multiple tasks at the same time, accross multiple projects. Drag & Drop Users can move tasks and change dependencies using drag and drop. Recurring Tasks Define recurring tasks that can be scheduled automatically at pre-defined intervals. Show More ##### ## Projects (11) Planning 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. GANTT Provide visual representations of tasks, dependencies, and progress. Calendar View Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. Views 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. Issue Tracking Track issues at the project or task level, and manage resolutions. Templates 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. Time & Expense Track time and expenses associated with projects or tasks. Methodologies Support agile and waterfall project management methodologies. Show More ##### ## Resource Management (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 Allocate resources by matching capacity and demand, by project, team, or department. Show More ##### ## Project Monitoring (3) Baselining / KPIs Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. Resource Allocation Monitor resource allocation to identify shortages and adjust accordingly. Dashboards Deliver dashboards that display project data and KPIs in real time. Show More ##### ## 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 Allocate resources by matching capacity and demand, by project, team, or department. Show More ##### ## Optimization (3) Performance Monitor the performance of each resource by project, portfolio, or resource type. Forecasting Provide demand-driven forecasts to prepare and plan for future projects. Corrections Identify misutilizations and provide suggestions to improve planning and scheduling. Show More ##### ## Task Creation (4) Creation & Assignment Create and assign tasks for individual users with details and due dates. Due Dates Set deadlines and milestones for tasks, manually or automatically (based on project templates). Drag & Drop Users can move tasks and change dependencies using drag and drop. Mass Updates Allows users to update multiple tasks at the same time, accross multiple projects. Show More ##### ## Task Management (4) Task Prioritization Set priority levels on tasks so individuals can organize their work. To-Do Lists 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. Recurring Tasks Define recurring tasks that can be scheduled automatically at pre-defined intervals. Show More ##### ## Automation (3) Workflows Provide standard workflows that can be used accross the company. Customization Allow administrators to configure workflows and processes. Data repository Deliver a single data repository for all project information. Show More ##### ## Administration (3) Permissions Define and manage roles and access rights for the entire system. Procedures Maintain procedures for data access and governance. Remote Work Allow users to use the system online and on mobile devices. Show More ##### ## Project management (7) Task Prioritization Set priority levels on tasks so individuals can organize their work. Dependencies Define dependencies between tasks and the rules to manage them. Planning Plan and create work breakdown structure (WBS) based on the scope of the project. Views 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. Critical Path Automatically calculate the critical path for projects and update it when projects change. Dashboards Deliver dashboards that display project data and KPIs in real time. Show More ##### ## Workload (4) Resource Allocation Monitor resource allocation to identify shortages and adjust accordingly. Workspace Define customizable workspace for teams, departments, and external users. Configuration Provide drag and drop options to configure workspaces. Insights Monitor work accross the company and analyze performance. Show More ##### ## Communication & Collaboration (3) Communication Channels Support multiple channels for internal and external communications. Document Management Allow users to share and collaborate on documents and files. Collaboration Help users meet, share workspaces, and collaborate on tasks. Show More ##### ## Cost Management (3) Project Budgeting 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. Profitability Monitor project proftability by team or department. Show More ##### ## Integration (3) Front Office Integrate with CRM, marketing, or customer service software. Back Office Provide integration with accounting software and ERP systems. External data Connect to external data sources such as databases or BI software. Show More ##### ## Onboarding Setup (3) Workflows Provide customizable workflows for onboarding activities and tasks. Templates Include templates for onboarding project plans and documents. Checklists Generate checklists to monitor the prograss of onboarding projects. Show More ##### ## Project Tracking (5) Monitoring Track tasks, project, and dependencies using timeline views or GANTT charts. Resources Allocate resources to tasks and projects, and track their costs. Content Manage onboarding documents, training materials, and other content. Tasks Assign and track onboarding tasks to internal and external stakeholders. Optimization Identify trends and analysis that can be used to optimize onboarding. Show More ##### ## Customer Engagement (5) Portal Provider a portal for customers and external users to collaborate and share documents. Engagement Include features to keep customers engaged such as internal communications. Branding Create white-label portals by customer, product, or project. Visibility Provide multiple levels of visibility accrosss all onboarding stages. Collaboration Allow internal and external users to collaborate without loging into the system. Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ## Top-Rated Alternatives [ ![Asana](https://images.g2crowd.com/uploads/product/hd_favicon/1487565345/asana.svg "Asana") Asana 4.4/5 (13,149) ](https://www.g2.com/products/asana/reviews) [ ![monday Work Management](https://images.g2crowd.com/uploads/product/hd_favicon/5c18572c785c604e70daeba4580c1091/monday-com.svg "monday Work Management") monday Work Management 4.7/5 (15,046) ](https://www.g2.com/products/monday-com/reviews) [ ![GUIDEcx](https://images.g2crowd.com/uploads/product/hd_favicon/60e03505add4710a556165952b3b78e8/guidecx.svg "GUIDEcx") GUIDEcx 4.6/5 (459) ](https://www.g2.com/products/guidecx/reviews) [ View All Alternatives ](https://www.g2.com/products/taskray/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [To-Do Lists](/glossary/to-do-lists) To-do lists are organized task lists that help prioritize work and boost productivity. Explore the benefits and best practices of making a to-do list. [Document Management](/glossary/document-management-definition) Document management refers to systematically organizing, storing, and tracking electronic documents. Learn more about its workflow, types, and benefits. TaskRay Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_b185727d8c2aea3a7f60c83e08704b42/mission-control.png "Product Avatar Image") Mission Control 4.4/5 (173) [ Compare Now ](https://www.g2.com/compare/mission-control-vs-taskray) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2a3c6c39bf8b8eb277cfcd42d9bbca1e/asana.png "Product Avatar Image") Asana 4.4/5 (13,698) [ Compare Now ](https://www.g2.com/compare/asana-vs-taskray) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_8d153dca591c71473df7888ad61b172d/cloud-coach.png "Product Avatar Image") Cloud Coach 4.5/5 (175) [ Compare Now ](https://www.g2.com/compare/cloud-coach-vs-taskray) ##### Categories on G2 [ Work Management ](https://www.g2.com/categories/work-management)[ Project Management ](https://www.g2.com/categories/project-management)[ Task Management ](https://www.g2.com/categories/task-management-software) [ Salesforce AppExchange Apps ](https://www.g2.com/categories/salesforce-appexchange-apps)[ Resource Management ](https://www.g2.com/categories/resource-management)[ Client Onboarding ](https://www.g2.com/categories/client-onboarding) Show More ##### Explore More [ How regularly does Alteryx deliver new features and platform updates that support enterprise-scale analytics? ](https://www.g2.com/discussions/how-regularly-does-alteryx-deliver-new-features-and-platform-updates-that-support-enterprise-scale-analytics)[ What is the best password manager for small businesses? ](https://www.g2.com/discussions/what-is-the-best-password-manager-for-small-businesses)[ Google Cloud BigQuery reviews ](https://www.g2.com/products/google-cloud-bigquery/reviews) [ Which platform offers the fastest master data onboarding process? ](https://www.g2.com/discussions/which-platform-offers-the-fastest-master-data-onboarding-process)[ Leading spend management services for startups ](https://www.g2.com/discussions/leading-spend-management-services-for-startups-which-tools-help-you-move-fast-without-losing-control)[ Pros and Cons Details ](https://www.g2.com/products/taskray/reviews?qs=pros-and-cons) Show More [ How regularly does Alteryx deliver new features and platform updates that support enterprise-scale analytics? ](https://www.g2.com/discussions/how-regularly-does-alteryx-deliver-new-features-and-platform-updates-that-support-enterprise-scale-analytics)[ What is the best password manager for small businesses? ](https://www.g2.com/discussions/what-is-the-best-password-manager-for-small-businesses)[ Google Cloud BigQuery reviews ](https://www.g2.com/products/google-cloud-bigquery/reviews) [ Which platform offers the fastest master data onboarding process? ](https://www.g2.com/discussions/which-platform-offers-the-fastest-master-data-onboarding-process)[ Leading spend management services for startups ](https://www.g2.com/discussions/leading-spend-management-services-for-startups-which-tools-help-you-move-fast-without-losing-control)[ Pros and Cons Details ](https://www.g2.com/products/taskray/reviews?qs=pros-and-cons)