TaskRay Features
Tasks (8)
Creation & Assignment
As reported in 30 TaskRay reviews. 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). This feature was mentioned in 30 TaskRay reviews.
Task Prioritization
Based on 29 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 26 TaskRay reviews.
Dependencies
Define dependencies between tasks and the rules to manage them. 29 reviewers of TaskRay have provided feedback on this feature.
Mass Updates
Based on 25 TaskRay reviews. Allows users to update multiple tasks at the same time, accross multiple projects.
Drag & Drop
Based on 30 TaskRay reviews. 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. 26 reviewers of TaskRay have provided feedback on this feature.
Projects (11)
Planning
Plan and create work breakdown structure (WBS) based on the scope of the project. This feature was mentioned in 30 TaskRay reviews.
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
Provide visual representations of tasks, dependencies, and progress. 27 reviewers of TaskRay have provided feedback on this feature.
Calendar View
Based on 28 TaskRay reviews. Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
Views
As reported in 29 TaskRay reviews. Create customized project views for internal and external purposes (eg: for customers).
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
Based on 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
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
As reported in 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. 23 reviewers of TaskRay have provided feedback on this feature.
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
Allocate resources by matching capacity and demand, by project, team, or department. This feature was mentioned in 10 TaskRay reviews.
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
Based on 25 TaskRay reviews. 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). This feature was mentioned in 26 TaskRay reviews.
Drag & Drop
Users can move tasks and change dependencies using drag and drop. 27 reviewers of TaskRay have provided feedback on this feature.
Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects. 19 reviewers of TaskRay have provided feedback on this feature.
Task Management (4)
Task Prioritization
Based on 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
Define dependencies between tasks and the rules to manage them. This feature was mentioned in 22 TaskRay reviews.
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
Based on 15 TaskRay reviews. Allow administrators to configure workflows and processes.
Data repository
Deliver a single data repository for all project information. 13 reviewers of TaskRay have provided feedback on this feature.
Administration (3)
Permissions
Define and manage roles and access rights for the entire system. This feature was mentioned in 16 TaskRay reviews.
Procedures
Based on 15 TaskRay reviews. Maintain procedures for data access and governance.
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
Based on 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
Create customized project views for internal and external purposes (eg: for customers). This feature was mentioned in 16 TaskRay reviews.
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department. 17 reviewers of TaskRay have provided feedback on this feature.
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. This feature was mentioned in 12 TaskRay reviews.
Workspace
As reported in 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
Support multiple channels for internal and external communications. This feature was mentioned in 15 TaskRay reviews.
Document Management
Allow users to share and collaborate on documents and files. 14 reviewers of TaskRay have provided feedback on this feature.
Collaboration
Help users meet, share workspaces, and collaborate on tasks. This feature was mentioned in 16 TaskRay reviews.
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
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. This feature was mentioned in 12 TaskRay reviews.
Back Office
Provide integration with accounting software and ERP systems. 11 reviewers of TaskRay have provided feedback on this feature.
External data
Based on 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
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
As reported in 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
Provide multiple levels of visibility accrosss all onboarding stages. This feature was mentioned in 11 TaskRay reviews.
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.
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.





