TaskRay Features
Tasks (8)
Creation & Assignment
This feature was mentioned in 31 TaskRay reviews.
Create and assign tasks for individual users with details and due dates.
Due Dates
31 reviewers of TaskRay have provided feedback on this feature.
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Task Prioritization
30 reviewers of TaskRay have provided feedback on this feature.
Set priority levels on tasks so individuals can organize their work.
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
30 reviewers of TaskRay have provided feedback on this feature.
Define dependencies between tasks and the rules to manage them.
Mass Updates
25 reviewers of TaskRay have provided feedback on this feature.
Allows users to update multiple tasks at the same time, accross multiple projects.
Drag & Drop
Based on 31 TaskRay reviews.
Users can move tasks and change dependencies using drag and drop.
Recurring Tasks
This feature was mentioned in 26 TaskRay reviews.
Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Projects (11)
Planning
Based on 31 TaskRay reviews.
Plan and create work breakdown structure (WBS) based on the scope of the project.
Project Map
30 reviewers of TaskRay have provided feedback on this feature.
Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
GANTT
This feature was mentioned in 28 TaskRay reviews.
Provide visual representations of tasks, dependencies, and progress.
Calendar View
This feature was mentioned in 29 TaskRay reviews.
Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
Views
This feature was mentioned in 30 TaskRay reviews.
Create customized project views for internal and external purposes (eg: for customers).
Project Budgeting
Based on 19 TaskRay reviews.
Associate a budget with a project and allocate it accordingly by task or resource.
Issue Tracking
As reported in 23 TaskRay reviews.
Track issues at the project or task level, and manage resolutions.
Templates
As reported in 29 TaskRay reviews.
Provide standards templates that can be customized by users to create new projects.
Critical Path
As reported in 19 TaskRay reviews.
Automatically calculate the critical path for projects and update it when projects change.
Time & Expense
As reported in 22 TaskRay reviews.
Track time and expenses associated with projects or tasks.
Methodologies
As reported in 17 TaskRay reviews.
Support agile and waterfall project management methodologies.
Resource Management (3)
Resource Definiton
21 reviewers of TaskRay have provided feedback on this feature.
Create human and material resources and categorize them based on skills and other criteria.
Capacity
As reported in 21 TaskRay reviews.
Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling
This feature was mentioned in 24 TaskRay reviews.
Allocate resources by matching capacity and demand, by project, team, or department.
Project Monitoring (3)
Baselining / KPIs
Based on 21 TaskRay reviews.
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Resource Allocation
As reported in 18 TaskRay reviews.
Monitor resource allocation to identify shortages and adjust accordingly.
Dashboards
This feature was mentioned in 22 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
10 reviewers of TaskRay have provided feedback on this feature.
Allocate resources by matching capacity and demand, by project, team, or department.
Optimization (3)
Performance
This feature was mentioned 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
This feature was mentioned in 25 TaskRay reviews.
Create and assign tasks for individual users with details and due dates.
Due Dates
26 reviewers of TaskRay have provided feedback on this feature.
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Drag & Drop
This feature was mentioned in 27 TaskRay reviews.
Users can move tasks and change dependencies using drag and drop.
Mass Updates
19 reviewers of TaskRay have provided feedback on this feature.
Allows users to update multiple tasks at the same time, accross multiple projects.
Task Management (4)
Task Prioritization
This feature was mentioned in 19 TaskRay reviews.
Set priority levels on tasks so individuals can organize their work.
To-Do Lists
This feature was mentioned in 20 TaskRay reviews.
Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
This feature was mentioned in 22 TaskRay reviews.
Define dependencies between tasks and the rules to manage them.
Recurring Tasks
As reported in 15 TaskRay reviews.
Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Automation (3)
Workflows
As reported in 14 TaskRay reviews.
Provide standard workflows that can be used accross the company.
Customization
As reported in 15 TaskRay reviews.
Allow administrators to configure workflows and processes.
Data repository
As reported in 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
This feature was mentioned in 15 TaskRay reviews.
Maintain procedures for data access and governance.
Remote Work
As reported in 15 TaskRay reviews.
Allow users to use the system online and on mobile devices.
Project management (7)
Task Prioritization
Based on 16 TaskRay reviews.
Set priority levels on tasks so individuals can organize their work.
Dependencies
As reported in 15 TaskRay reviews.
Define dependencies between tasks and the rules to manage them.
Planning
This feature was mentioned in 17 TaskRay reviews.
Plan and create work breakdown structure (WBS) based on the scope of the project.
Views
This feature was mentioned in 16 TaskRay reviews.
Create customized project views for internal and external purposes (eg: for customers).
Scheduling
17 reviewers of TaskRay have provided feedback on this feature.
Allocate resources by matching capacity and demand, by project, team, or department.
Critical Path
This feature was mentioned in 14 TaskRay reviews.
Automatically calculate the critical path for projects and update it when projects change.
Dashboards
Based on 16 TaskRay reviews.
Deliver dashboards that display project data and KPIs in real time.
Workload (4)
Resource Allocation
12 reviewers of TaskRay have provided feedback on this feature.
Monitor resource allocation to identify shortages and adjust accordingly.
Workspace
12 reviewers of TaskRay have provided feedback on this feature.
Define customizable workspace for teams, departments, and external users.
Configuration
14 reviewers of TaskRay have provided feedback on this feature.
Provide drag and drop options to configure workspaces.
Insights
Based on 14 TaskRay reviews.
Monitor work accross the company and analyze performance.
Communication & Collaboration (3)
Communication Channels
Based on 15 TaskRay reviews.
Support multiple channels for internal and external communications.
Document Management
14 reviewers of TaskRay have provided feedback on this feature.
Allow users to share and collaborate on documents and files.
Collaboration
This feature was mentioned in 16 TaskRay reviews.
Help users meet, share workspaces, and collaborate on tasks.
Cost Management (3)
Project Budgeting
As reported in 10 TaskRay reviews.
Associate a budget with a project and allocate it accordingly by task or resource.
Time & Expense
14 reviewers of TaskRay have provided feedback on this feature.
Track time and expenses associated with projects or tasks.
Profitability
Monitor project proftability by team or department.
Integration (3)
Front Office
This feature was mentioned in 12 TaskRay reviews.
Integrate with CRM, marketing, or customer service software.
Back Office
This feature was mentioned in 11 TaskRay reviews.
Provide integration with accounting software and ERP systems.
External data
This feature was mentioned in 10 TaskRay reviews.
Connect to external data sources such as databases or BI software.
Onboarding Setup (3)
Workflows
As reported in 11 TaskRay reviews.
Provide customizable workflows for onboarding activities and tasks.
Templates
This feature was mentioned in 14 TaskRay reviews.
Include templates for onboarding project plans and documents.
Checklists
As reported in 14 TaskRay reviews.
Generate checklists to monitor the prograss of onboarding projects.
Project Tracking (5)
Monitoring
Based on 14 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
Based on 11 TaskRay reviews.
Manage onboarding documents, training materials, and other content.
Tasks
As reported in 13 TaskRay reviews.
Assign and track onboarding tasks to internal and external stakeholders.
Optimization
As reported in 11 TaskRay reviews.
Identify trends and analysis that can be used to optimize onboarding.
Customer Engagement (5)
Portal
As reported in 10 TaskRay reviews.
Provider a portal for customers and external users to collaborate and share documents.
Engagement
Based on 11 TaskRay reviews.
Include features to keep customers engaged such as internal communications.
Branding
As reported in 10 TaskRay reviews.
Create white-label portals by customer, product, or project.
Visibility
Based on 12 TaskRay reviews.
Provide multiple levels of visibility accrosss all onboarding stages.
Collaboration
As reported in 11 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.





