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
Based on 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
As reported in 25 TaskRay reviews. 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. This feature was mentioned in 30 TaskRay reviews.
Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals. This feature was mentioned in 26 TaskRay reviews.
Projects (11)
Planning
Plan and create work breakdown structure (WBS) based on the scope of the project. 30 reviewers of TaskRay have provided feedback on this feature.
Project Map
Projects can be mapped out with milestones, due dates, deliverables and interdependencies. 30 reviewers of TaskRay have provided feedback on this feature.
GANTT
Based on 27 TaskRay reviews. 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. This feature was mentioned in 28 TaskRay reviews.
Views
Create customized project views for internal and external purposes (eg: for customers). 29 reviewers of TaskRay have provided feedback on this feature.
Project Budgeting
As reported in 19 TaskRay reviews. 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. 23 reviewers of TaskRay have provided feedback on this feature.
Templates
Provide standards templates that can be customized by users to create new projects. 28 reviewers of TaskRay have provided feedback on this feature.
Critical Path
Based on 18 TaskRay reviews. Automatically calculate the critical path for projects and update it when projects change.
Time & Expense
Track time and expenses associated with projects or tasks. 22 reviewers of TaskRay have provided feedback on this feature.
Methodologies
Based on 17 TaskRay reviews. Support agile and waterfall project management methodologies.
Resource Management (3)
Resource Definiton
Create human and material resources and categorize them based on skills and other criteria. This feature was mentioned in 21 TaskRay reviews.
Capacity
As reported in 21 TaskRay reviews. 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. 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
Deliver dashboards that display project data and KPIs in real time. 21 reviewers of TaskRay have provided feedback on this feature.
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
As reported in 10 TaskRay reviews. 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.
Task Creation (4)
Creation & Assignment
As reported in 25 TaskRay reviews. Create and assign tasks for individual users with details and due dates.
Due Dates
Based on 26 TaskRay reviews. Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Drag & Drop
Based on 27 TaskRay reviews. Users can move tasks and change dependencies using drag and drop.
Mass Updates
Based on 19 TaskRay reviews. Allows users to update multiple tasks at the same time, accross multiple projects.
Task Management (4)
Task Prioritization
As reported in 19 TaskRay reviews. 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. This feature was mentioned in 20 TaskRay reviews.
Dependencies
Based on 22 TaskRay reviews. Define dependencies between tasks and the rules to manage them.
Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals. This feature was mentioned in 15 TaskRay reviews.
Automation (3)
Workflows
Provide standard workflows that can be used accross the company. This feature was mentioned in 14 TaskRay reviews.
Customization
As reported in 15 TaskRay reviews. Allow administrators to configure workflows and processes.
Data repository
Based on 13 TaskRay reviews. Deliver a single data repository for all project information.
Administration (3)
Permissions
Based on 16 TaskRay reviews. Define and manage roles and access rights for the entire system.
Procedures
Maintain procedures for data access and governance. 15 reviewers of TaskRay have provided feedback on this feature.
Remote Work
Allow users to use the system online and on mobile devices. 15 reviewers of TaskRay have provided feedback on this feature.
Project management (7)
Task Prioritization
As reported in 16 TaskRay reviews. Set priority levels on tasks so individuals can organize their work.
Dependencies
Define dependencies between tasks and the rules to manage them. 15 reviewers of TaskRay have provided feedback on this feature.
Planning
As reported in 17 TaskRay reviews. Plan and create work breakdown structure (WBS) based on the scope of the project.
Views
As reported in 16 TaskRay reviews. Create customized project views for internal and external purposes (eg: for customers).
Scheduling
As reported in 17 TaskRay reviews. 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. 14 reviewers of TaskRay have provided feedback on this feature.
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
Based on 12 TaskRay reviews. Define customizable workspace for teams, departments, and external users.
Configuration
Based on 14 TaskRay reviews. Provide drag and drop options to configure workspaces.
Insights
As reported in 14 TaskRay reviews. Monitor work accross the company and analyze performance.
Communication & Collaboration (3)
Communication Channels
As reported in 15 TaskRay reviews. Support multiple channels for internal and external communications.
Document Management
As reported in 14 TaskRay reviews. Allow users to share and collaborate on documents and files.
Collaboration
Based on 16 TaskRay reviews. Help users meet, share workspaces, and collaborate on tasks.
Cost Management (3)
Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource. This feature was mentioned in 10 TaskRay reviews.
Time & Expense
As reported in 14 TaskRay reviews. Track time and expenses associated with projects or tasks.
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
Connect to external data sources such as databases or BI software. 10 reviewers of TaskRay have provided feedback on this feature.
Onboarding Setup (3)
Workflows
Provide customizable workflows for onboarding activities and tasks. 11 reviewers of TaskRay have provided feedback on this feature.
Templates
Include templates for onboarding project plans and documents. 13 reviewers of TaskRay have provided feedback on this feature.
Checklists
Based on 13 TaskRay reviews. Generate checklists to monitor the prograss of onboarding projects.
Project Tracking (5)
Monitoring
Based on 13 TaskRay reviews. 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. 11 reviewers of TaskRay have provided feedback on this feature.
Tasks
Assign and track onboarding tasks to internal and external stakeholders. 12 reviewers of TaskRay have provided feedback on this feature.
Optimization
As reported in 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
Include features to keep customers engaged such as internal communications. 10 reviewers of TaskRay have provided feedback on this feature.
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
Allow internal and external users to collaborate without loging into the system. 10 reviewers of TaskRay have provided feedback on this feature.
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.
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.
Document management refers to systematically organizing, storing, and tracking electronic documents. Learn more about its workflow, types, and benefits.





