![Felicia K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Felicia K.")
FK

Felicia K.

Finance + Operations Manager

Information Technology and Services

Small-Business (50 or fewer emp.)

10/5/2017

"One of the best project management tool we've used."

4/5

What do you like best about TaskRay?

One of the best features, in my opinion, is the fact that it is native to Salesforce. This means that you are able to customize the project management tool specifically into what you need for it to be. Another great thing about Taskray is their awesome support specialist. Support tickets are usually handled within an hour. They are also constantly adding new features into Taskray (monthly!) and host a monthly webinar on whats new and training sessions. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

Although very powerful, It is a little tricky to customize taskray unless you are proficient with salesforce. Since it is built natively into Salesforce, you need to know how to edit within salesforce. They have a huge library on instructions to customize certain stuff though.

Another thing that may pose a problem to companies is that since it is native to salesforce, in order for external stakeholders or clients to see the progress of a particular project, you will either need to pay for an additional salesforce account and taskray license, or create a report in salesforce and export it. Basecamp would be a better product if you are working with clients. Review collected by and hosted on G2.com.

Recommendations to others considering TaskRay:

This will not be the software for you if you are using it as a project management with clients. Review collected by and hosted on G2.com.

What problems is TaskRay solving and how is that benefiting you?

- Internal project management

- consolidating systems (Salesforce + taskray = happy together)

Consolidating of systems is important to us. With so many different softwares these days, it is hard to get staff to log into each system and update things. By having salesforce and taskray in one software, we are eliminating extra tabs and places that we have to look for more information. You can make different kinds of process and workflow between the two as well! Review collected by and hosted on G2.com.

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See what 156 reviewers think of TaskRay

4.3 out of 5 · Verified reviews from real users

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