TaskRay Reviews & Product Details

TaskRay Overview

What is TaskRay?

TaskRay: Customer Onboarding Success TaskRay helps organizations onboard customers faster and more efficiently, getting the relationship off to a good start and providing ongoing metrics for customer success. By using TaskRay’s templating and automation functions, high tech, SaaS, Wealth Management, Manufacturing, Franchising businesses and more can build systems that scale whether you have 100 customers or 10,000 customers. -TaskRay is built on the Salesforce Platform to enable seamless customer onboarding right in Salesforce Sales Cloud® as well as other Salesforce Clouds such as FSC, Service Cloud, HSC, and more -Track key business metrics like customer onboarding health scores, time tracking, and more with robust reporting and dashboards -Utilize built-in templates and automation tools to onboard customers/clients more quickly and efficiently and consistently -Decrease your customer’s time to implement your solution and increase your retention and customer satisfaction

TaskRay Details
Website
Languages Supported
English
Product Description

TaskRay helps businesses onboard customers faster and more efficiently. By using TaskRay’s templating and automation functions high tech, SaaS, Wealth Management, Manufacturing, and Franchising businesses can build systems that scale whether they have 100 customers or 10,000 customers.

How do you position yourself against your competitors?

We Are The Leaders in Salesforce-native Customer Onboarding

With a focus on continuous innovation, TaskRay offers the Salesforce ecosystem a customer onboarding tool to scale your onboarding process and increase implementation speed efficiently.

TaskRay is the top-rated enterprise customer onboarding success solution on the Salesforce AppExchange. Since 2010, TaskRay has provided innovative customer onboarding and project management solutions that help companies scale their onboarding and implementation processes, drive greater efficiencies, and create unmatched customer experiences—all within Salesforce. We are proud to be a Salesforce ISV partner. Learn more at taskray.com.


Seller Details
Seller
Bracket Labs
Company Website
Year Founded
2010
HQ Location
Lafayette, CO
Twitter
@bracketlabs
741 Twitter followers
LinkedIn® Page
www.linkedin.com
35 employees on LinkedIn®
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TaskRay Reviews

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

Invest in the initial setup. Invest in user training. Stick to it. Discontinue Salesforce Tasks all together, so only tasks are created in SF (until they make this possible). Have people start the day with their "MyWork" in taskray. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are solving the coordination problems that come with implementing an internship program with 8 different "projects" in addition to "managament/admin" projects. We tried to use Salesforce tasks and some third part apps such as Delegated Tasks, , but that did not work. We need to have a clear view of the milestones of each project and how tasks are connected to reaching the milestones. We try to deploy the entire set of tasks per project at the beginning of the year (a set of activities such as field events, meetings, etc.) to make deliverables visible and then managers use that to see progress along the way and what is left behind./ Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

It can take some time to set up. We started small and figured out our project templates first and are still making minor changes as we go and we are about 6+ months in. I still feel there are tools we can grow into and utilize more overall. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Before TaskRay, we were using a combination of Trello, Google Sheets, Emails, etc to manage our projects. It was easy to lose track of a task or miss a deadline with all of the moving pieces. We have cut down on the un-needed back and forth communication ("Can you give me an update on x,y,z?") and saved time in the process. It is also helping point out common roadblocks so we can adjust our processes as our business grows. Review collected by and hosted on G2.com.

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UA
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

Make sure you have your processes in place before implementation so everyone on the team uses it consistently. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We're able to make sure our projects follow a defined path with the Taskray templates. It also helps us set realistic deadlines being able to visualize a project start to finish. Review collected by and hosted on G2.com.

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Integration Systems Engineer
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

If you are looking for an amazing tool for project management, to keep all project team members aligned, this is your tool. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I manage many projects, over many months. TaskRay allows me to keep my projects aligned, know when everything is due, and keep up on all of the tasks related to said project. With an easy drag and drop, I can add others to the tasks, in which they would then be notified that they have said task in need of completion. It has been an important tool in order to keep my projects organized, on time, and the timeline achievable. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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.

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

Project tracking. It saves countless hours not having to track time in excel. Review collected by and hosted on G2.com.

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AM
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

We use TaskRay for project management and its really helping us collaborate better (many moving parts to our projects) and hold team members accountable. Previously, work was assigned using Outlook and up to each person to manage their assignments. Now, we use TaskRay to assign all work needed for a project to be completed. It's really helped increase transparency and efficiency within our business. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

Take a look at the variety of project management options to figure out what works for you. If you want it inside of Salesforce TaskRay is a strong candidate for any business! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Our Marketing team internally had challenges managing projects. This has completely changes how they do things and provided major gains to their business processes. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

Understand how many requirements are solved by OOB solution. If you need to further customize or create code, consider speaking with AE/solution engineers first to understand limitations. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Project management tracking for professional services projects Review collected by and hosted on G2.com.

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Deployment Project Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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

What do you dislike?

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

Recommendations to others considering the product:

It makes implementation much easier/smoother when you have someone leading the charge who is already very familiar with the back end of SFDC Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

line item task tracking is extremely valuable, and the data we are able to extract from that helps us run our business even better. Review collected by and hosted on G2.com.

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Board Of Directors Amcor Flexibles Kreuzlingen AG
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

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.

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

We have used Salesforce across our global organization for some time. One of our goals is to link our commercial, R&D and business onboarding activities into one clear pipeline and one version of the truth. TaskRay has given us the capability to effectively and seamlessly capture, project-manage and report on our customer projects from sales through the development and commercial ramp-up in a single global platform. We are excited about the opportunity to deliver a step change in cross-functional collaboration and effective project management Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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.

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

We moved from Asana to TR. We have better insight and reporting on projects with TR. Since it's integrated with SF, we have one source of truth. Review collected by and hosted on G2.com.

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Integration Specialist
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

We are managing multiple projects with different timelines, so we're trying to organize and be more efficient in the completion of our projects. With TaskRay, we have more visibility to how our projects are tracking and can start to see patterns on what issues might cause project delays. Review collected by and hosted on G2.com.

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UC
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

We are able to create multiple templates for various types of projects rather than making our projects fit into one model. This allows us to have more accurate project plans and spend less time changing plans for each individual client. Review collected by and hosted on G2.com.

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AH
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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.

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

Accessibility to different departments of the company. End users have less questions about what is going on because the information is easy accessible and easy to understand. Review collected by and hosted on G2.com.

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Designer
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

Give it a try if your team struggles to balance tasks at all levels of involment Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Greatly increases organization between project team and designers. Increases accountability across all project managers and also allows us to never miss a deliverable through our DD stiches Review collected by and hosted on G2.com.

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Senior Salesforce Consultant
Computer Software
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

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

What do you dislike?

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.

Recommendations to others considering the product:

TaskRay is a fantastic tool for Project Management and allows the ability to quickly see the overall health of a project Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Project management is much easier for both myself and clients. It is easy to see what has to be done, what has been done, and what is going to be in a separate phase. Review collected by and hosted on G2.com.

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AI
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

Very easy to set work items with assigning people. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I am solving our problems to see the big picture of project with Taskray. In emails, we tend to explain a lot and do not really show workflows as a big picture. In Taskray, there is a clear boundary of big picture VS detailed chat for each item. This is very helpful. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

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.

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

Project managing our software consulting engagements. Review collected by and hosted on G2.com.

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IT & CRM Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

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.

What do you dislike?

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

Recommendations to others considering the product:

Easy Integration, Easy to Use and AMAZING customer support. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Project Management and Team Collaboration are what we enjoy the most with TaskRay. With the integration into Salesforce we are able to create processes that let the users know when tasks are completed and when new ones are assigned. Review collected by and hosted on G2.com.

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AI
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

We are solving client communication issues, missed project step issues, and just overall human error is helped being eliminated with Taskray. It's driving our implementation efficiency through the roof. Review collected by and hosted on G2.com.

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Vice President of Business Development
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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.

What do you dislike?

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

Recommendations to others considering the product:

Extremely beneficial Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We do a lot of marketing in multiple locations. Each location is a little different but the same. It allows us to start each campaign at any given point where ever the location and still keep track of where we are, who is responsible, and what's not done. With out it, we'd be fumbling with check boxes and spreadsheets. Review collected by and hosted on G2.com.

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UC
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

The documentation is fantastic, but it also really helped me to walk-through the process with a live person. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are using TaskRay to track product installations for our customers. The benefits are the ability to see across multiple customers to manage schedules and resources. Review collected by and hosted on G2.com.

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AC
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

If you like to manage the hours and project management in a better way I think Task Ray is good for those kinda requirements. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are using to manage the hours of our contractors and support team users. The benefits are it's linked to our service cloud so we can update the project and hours in taskray based on the given support. Review collected by and hosted on G2.com.

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Marketing Specialist
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

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

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

Where bottlenecks are, keeping on track, hitting deadlines Review collected by and hosted on G2.com.

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Operations Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

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.

What do you dislike?

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

Recommendations to others considering the product:

If you have Salesforce, and do project management, you need Taskray Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Able to plan my team's capacity within Taskray, and see how much they are being utilized. Review collected by and hosted on G2.com.

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