TaskRay Reviews & Product Details

I love that TaskRay is native to Salesforce. It’s a huge advantage to be able to create reports not only from TaskRay, but as well as combining them with other objects and fields that we already use in Salesforce even prior to using TaskRay. Review collected by and hosted on G2.com.

Minor inconveniences but it can be slightly laggy when trying to move tasks or task groups around. Review collected by and hosted on G2.com.

TaskRay operates seamlessly with Salesforce, and this ensures no confusion or complex integrations

All the repeated processes have pre-built templates that ensures easy tasks automation

We consistently view tasks projects, and flexible solutions are deployed to ensure more results are delivered

TaskRay has consolidated capacity management, where resources are precisely utilized and no overloads

The internal updates snd collaborations ensures there is transparency

We standardize most of our projects using this software, creating a manageable growth cycle Review collected by and hosted on G2.com.

TaskRay has poor scheduling capabilities, which could make it easy to run projects

The part of access management needs clear set up and support to manage privacy and control access Review collected by and hosted on G2.com.

What I like best about TaskRay is how seamlessly it enables collaboration with our customers during Sage Intacct implementations. Because it’s built on Salesforce Experience Cloud, we can bring customers directly into the project workspace to collaborate in real time—task lists, deliverables, due dates, communications, and file sharing are all in one organized, transparent space. Our customers consistently tell us how much they value the clarity and accountability TaskRay provides.

Equally important, TaskRay lives entirely within our Salesforce environment. That means all project data benefits from the same enterprise-grade security, backup, and compliance measures we already have in place, giving us and our clients complete peace of mind.

From a customization perspective, the flexibility is unmatched. We’ve tailored TaskRay screens and workflows for both our staff and customers using standard Salesforce tools like Apex and Flows, and we’ve even automated our entire project setup process. This level of control ensures our implementation methodology is consistent, efficient, and perfectly aligned to each client engagement.

In short, TaskRay combines security, flexibility, and an outstanding customer experience in a way no other project management tool we’ve seen in our nearly 20 years of business has come close to matching. Review collected by and hosted on G2.com.

The only area where we’d like to see improvement is in the flexibility of the out-of-the-box email notifications that go to users for project and task assignments. While they work well, having more direct control over the look and feel of these emails would help us deliver a more branded, tailored communication experience. That said, TaskRay’s support team has been excellent in helping us find workarounds, and we’ve successfully leveraged Salesforce Flows to implement our own custom email templates. It’s a small limitation compared to the overall value the system provides. Review collected by and hosted on G2.com.

TaskRay is an incredible approach that makes customer and project onboarding management more visual and organized

The app has excellent templates that automates all the processes for repeat tasks

We integrate TaskRay with SalesForce, helping us manage all projects and the customer experience

We get timely updates and progress from this platform Review collected by and hosted on G2.com.

TaskRay has a tough and overwhelming interface, that demands extremely complex controls and customization

We require adequate time to comprehend TaskRay Review collected by and hosted on G2.com.

Taskray allows us the ability to bring clarity and structure to our projects without sacrificing flexibility. The platforms ease of navigation makes it easy for the entire team to stay on task and speeds up delivery.

Integrating Taskray with Salesforce is what sets it apart from all other project management software. It allows us to centralize our data, communications, progress and client relations. No other platform allows us to make sure all stakeholders from client, leadership and our seperate teams stay connected.

Taskray reports has made it easy for us to run daily, weekly and monthly reports that integrate with larger picture of our deliverables and performance. Our sales team can quickly communicate and relate sales activity with our marketing teams and project managers to make sure our client relationships are active from signature to delivery which allows for affective up sales and problem solving.

Not to mention the Taskray Customer Support is even better than the platform. They respond quickly and can usually solve any issue within one session. They have even gone above and beyond in helping us develop integration into our larger systems. Review collected by and hosted on G2.com.

Our only area of dislike is that Taskray seems to have a larger learning curve that other project management platforms. Internal users that are often not familiar with Salesforce seems to have a harder time adopting the platform.

In addition, the reporting functions seem buggy at times and are often difficult to home in on the exact report you want. Review collected by and hosted on G2.com.

I like the resources TaskRay has for learning the software and discovering applications of the tool. Review collected by and hosted on G2.com.

Some functions are not that intuitive. I have gotten a lot of feedback from people on my team describing something that to me was obvious but for them, they would have never guessed. Review collected by and hosted on G2.com.

Before Taskray, new client orders would occasionally get dropped, and other types of projects would go weeks without meaningful progress updates. The visibility and real-time status updates we gained have enabled my team to keep up with our volume, and no orders have been dropped since we got onto the tool. Further, we don't a have a dedicated Salesforce Admin nor outside IT company to manage this for us, and we've been able to self-manage Taskray with Salesforce seamlessly. Jaclyn and Caitlin from Customer Success have been attentive and helpful in helping us get our inquiries solved quickly, as well as being a listening ear for feature requests. Review collected by and hosted on G2.com.

Not much to say here, we've really enjoyed the tool. I can't recall the pricing, but looking back it's a no brainer, even for a <20 FTE organization like us. Review collected by and hosted on G2.com.

TaskRay has been easy to implement and get our team started using. Since it is build on the Salesforce platform natively it was super easy to get it setup and integrated into day to day operations. We have had to contact TaskRay support a couple of differnt times and they have been fast and very knowglegeable. In most cases we were able to resolve our issues the same day. Review collected by and hosted on G2.com.

Technical documentation can be a little lacking in some areas. Review collected by and hosted on G2.com.

I find TaskRay easy and intuitive to use and love that it's native to Salesforce so that it's easy for Admins to tie it in to business processes that are already running on Salesforce. The support has been outstanding, every time I've had a question, I've gotten a prompt answer. Review collected by and hosted on G2.com.

The only downside for me about TaskRay is that Templates are, by design, data so migrating them up from a Sandbox can be a pain. If you have Premium version, however, they've got a migration tool that does it for you. Review collected by and hosted on G2.com.

TaskRay is an incredibly straightforward and well-executed tool that allows us to manage repeatable workflows right inside Salesforce — where we already concentrate our customer and prospect data. It has allowed us to move away from cumbersome spreadsheets for tracking the customer onboarding process: We automate TaskRay Project creation at Closed Won, so we no longer ever drop a customer accidentally, and we are now much more able to collect data on the onboarding process, which allows us to keep improving.

If you're already a Salesforce Admin, implementation is extremely easy once you've defined your business processes. I was able to implement without a third-party consultant or a formal Admin certification.

And finally, Customer Support is kind, prompt and thoughtful — best in class. Review collected by and hosted on G2.com.

There is almost no downside to TaskRay if you are Salesforce-native company. Review collected by and hosted on G2.com.