TaskRay Reviews & Product Details

TaskRay has allowed our team of seven to execute on project management, with a visual approach to task creation, delegation and tracking. The new "My work" tab introduced last year has been very good, especially in the row view, grouped by project. This allows managers and staff to quickly look at prioritized tasks and quickly reschedule and move things along. It kinds of replaces the Gant view, which is often too complex for our needs, but it is great to have it, once managers develop an appreciation for the "critical path" concept. We have modified what the cards display to show the things that we need (custom fields), and that flexibility is great. Of course Kanban view is great, but again the switching Kanban-Row-Calendar is very powerful to adapt to diverse visual styles people have, and their own workflow style. Tasks groups are great. Review collected by and hosted on G2.com.

People have a hard time with the filters, and it is not always easy to configure filters and get the results that you want. Often people just do not find an easy screen to see the tasks delegated to them, because they are only on a checklist, so that makes it difficult to filter.

In general the friction happens at that level for us: we heavily use checklists to "delegate", and normally the Executive Director will create a task and assign it as an owner to the Program Director, which in turn will create or not checklists for staff. To get the right visibility for all users, using filters is quite difficult. Always some filter is in the way and a task is hidden from the user, and only "select all" is the solution, but then that is overwhelming. I imagine a "sub-task" concept rather than a checklist could be useful.

The Mobile app is really not very good. Review collected by and hosted on G2.com.

I love that TaskRay is built into Salesforce. We can see all project details in one place, alongside any opportunities or recent communication activity. With so many projects running simultaneously with different timelines and milestones, TaskRay has completely changed our efficiencies with onboarding new customers. The out of the box reporting is a big bonus. Review collected by and hosted on G2.com.

I wish "view only" licenses were not the same cost as normal licenses. We have a number of people in our org who would benefit from seeing that there is an active project going on but do not need to know the nitty-gritty details of every task and milestone. Review collected by and hosted on G2.com.

We find the plan view so helpful in visualizing the work to do and the dependencies to get there. With so many projects running concurrently (100+) we needed a tool that could help us stay on top of everything in our queue. Review collected by and hosted on G2.com.

It makes it hard to visualize the types of work and where we may have resource constraints. We've had to build some custom board filters to try to get a visual on the creative workload. Review collected by and hosted on G2.com.

The ability to create different tasks within the project and assign them to different people within the organization is priceless. Keeps all employees working on a project together aligned. Once you are assigned a project you can then add tasks that are personal to you and what you are doing on that project, as well as checklists to keep you on track for your goals. If you know specific tasks for others you can add those as well. Keep everyone aligned, and keep the customer happy! Review collected by and hosted on G2.com.

I wish it had a nicer interface, more modern look versus what looks like it hasn't been updated in quite some time. I also would appreciate it if there was a way to "ask permission" to add someone to a project, versus just being allowed to add them. It would prevent unneeded people from being added to a project. Review collected by and hosted on G2.com.

Before TaskRay we were tracking our projects via excel and multiple emails between clients and consultants. Now all history is easily accessible in one place for all our consultants to view and track. Some of our projects run several years with multiple consultants and TaskRay makes it easy for everyone to be on the same page without meetings. Review collected by and hosted on G2.com.

Reporting off multiple tables and fields is sometimes difficult to produce. Review collected by and hosted on G2.com.

Taskray has a great UI, blends perfectly with Salesforce Lightning. Also, their support staff responds quickly to any technical questions and they're always working hard to make sure we are satisfied. Review collected by and hosted on G2.com.

Minor UI bugs which I think will be sorted out once the company grows. For example, the Plan view doesn't work well when a lot of projects are selected on the board. Again, I think things like this will be resolved as they continue to evolve the software. Review collected by and hosted on G2.com.

TaskRay has built a beautiful UI over the years in Salesforce and is one of the cleanest and best project management apps on the AppExchange today. Review collected by and hosted on G2.com.

They don't currently integrate well with external file storage apps that connect to Salesforce. There are some options but you can't get the same features you have access to with native Salesforce file storage. If you want to use another file storage in Salesforce like google drive, box.com, sDrive by Cyangate or anything else you should expect a lesser experience than you have with native files. Review collected by and hosted on G2.com.

Lightning UI skin on top of SFDC has lots of good functionality

CSM support was great once asked for! Review collected by and hosted on G2.com.

Automation is based on Process Builders, which can be rather cumbersome if you're needing more nuance or createing custom APEX

Object schema/ OOB functionality and settings are not clear in the initial documentation

Licensing was tricky to understand between Admin/Read-only/Community users Review collected by and hosted on G2.com.

That it is already directly embedded in the SFDC platform Review collected by and hosted on G2.com.

Setting up some of the automation can be tricky, but that is expected Review collected by and hosted on G2.com.

The tool’s functionality, easy configuration, flexibility and customer support boosts our customer-facing activities that is using Salesforce backbone data for all kinds of project management work. Review collected by and hosted on G2.com.

So far everything has worked very well. Review collected by and hosted on G2.com.

I love the Salesforce integration, ease of use, and makes it easy for teams to collaborate on a single project. It helps teams stay on track with due dates and custom views. Review collected by and hosted on G2.com.

It takes effort from a SF admin to customize. Review collected by and hosted on G2.com.

I like that it integrates with Salesforce and everything is customizable within the project management system. Because it's within Salesforce, you can build out dashboards and reports for projects, similar to how we'd already been building reports for the CRM side, along with getting to use Chatter within TaskRay. Also, the support team at TaskRay is phenomenal! Review collected by and hosted on G2.com.

The downside about TaskRay is it's not the most user friendly from the admin side. For someone who may not have much experience in building out customized objects through behind-the-scenes coding, it can be slightly tough to navigate through any necessary changes. Review collected by and hosted on G2.com.

TaskRay is adaptable and to fit our ever changing process. Review collected by and hosted on G2.com.

Occasionally it requires more expert SalesForce knowledge to achieve the changes you require. Review collected by and hosted on G2.com.

The easy in which tasks and projects can be built and moved through the phases of a project. Review collected by and hosted on G2.com.

Sharing permissions are complex and have many dependencies on Salesforce. Review collected by and hosted on G2.com.

We have all our current Design Projects loaded in to Task Ray. This allows us to delegate tasks correlated to numerous projects at any point in its DD life cycle with a due date to increase accountability for even the smallest of tasks. As a constant Task Ray user it also increases productivity and allows the user to make their own tasks and goals within it. Review collected by and hosted on G2.com.

Requires total adoptions by our project team. Many times tasks are not given through task ray because it is simply overlooked on a daily basis. Review collected by and hosted on G2.com.

It is easy to customize and to visualize what needs to be done Review collected by and hosted on G2.com.

The Completed Status apparently has to be at the end of the Kanban view. I would like to be able to put Deferred as the last one so that it is out of sight, but it seems like it breaks some of the overall process if one moves the Completed Status to another location. Review collected by and hosted on G2.com.

I like the simple design and how the flow is nicely visible. It is mandatory to use Taskray for all the projects in my company now. Before, the company used to highly depend on emails which you can easily get lost in a ton of information or miss important information. Also it is harder to track past emails than you expect. Now we can have a chat feature per project, with that we can avoid getting confused among different projects. Also, we can visualize what is going on even you are newly joined to the project. Review collected by and hosted on G2.com.

I prefer the notification setting to be flexible. Also, it is nicer if we can see the percentage of completion of each work item. Also, I want the project phases to be modifiable since each company has its unique workflow. For example, there can be ice box, emergency, in progress, checked(among team), double-checked(qualified by a manager or upper person).. I am excited to see Taskray will be something you can customize more. Also, though we can assign people, there can be project roles next to their names. In a bog company teaming up with different people, you don't always track what each person is responsible for. Review collected by and hosted on G2.com.

Native to Salesforce allowing us to simplify our software ecosystem but cutting out our legacy PM tool as well as our legacy time tracking tool. Review collected by and hosted on G2.com.

Nothing, this platfom has been fantastic. Review collected by and hosted on G2.com.

I really like the different views available and the integration into Salesforce. It really makes it flow nicely and just seems to work. Review collected by and hosted on G2.com.

Nothing at this time. The software is very nice. Review collected by and hosted on G2.com.

We like that we can parse out all of our work as well as tracking our work from beginning to end. Taskray allows us to really keep ourselves honest with each of our clients and our clients are also noticeably happier with our new process. Review collected by and hosted on G2.com.

I wish the reporting was a little more robust and maybe a couple of additional third-party integration options, but other than that we really love the product. Review collected by and hosted on G2.com.

Simplicity and effectiveness of the software and the lay out are easily accessible. All types of users can learn taskray. Review collected by and hosted on G2.com.

Organization of lists/data could be better Review collected by and hosted on G2.com.

TaskRay is fairly easy to use. The thing I like best is the project templates. Once I created a good template, I was able to very quickly create new projects and tailor them. Review collected by and hosted on G2.com.

It would be nice to have a place where you can easily see the start and end dates for tasks. The start and end dates for tasks should be a default or an option in certain of the views, not just the end dates. Review collected by and hosted on G2.com.

We use it for managing the working hours for our internal teams. It can be a support team or our contractors. Review collected by and hosted on G2.com.

It's not like a disliked thing but it's a challenge to get along with some business users some time. Wish it's getting easier to use for high-level people/users. Review collected by and hosted on G2.com.

The organization, color coding and customization Review collected by and hosted on G2.com.

Some of the features that I've customized seem to be common items, I wish they were prebuilt in so I can spend my time customizing what actually needs to be customized Review collected by and hosted on G2.com.

I like that all of the tasks are built into Salesforce so that I am able to connect projects with the appropriate Opportunities. Review collected by and hosted on G2.com.

I wish Taskray was a little more flexible like Trello. User interface can be challenging sometimes. Review collected by and hosted on G2.com.