--- title: TaskRay Reviews meta\_title: 'TaskRay Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 161 reviews by the users' company size, role or industry to find out how TaskRay works for a business like yours. aggregate\_rating: rating\_value: 4.3 review\_count: 161 scale: '5' date\_modified: '2026-08-09' parent\_category: name: Project, Portfolio & Program Management url: https://www.g2.com/categories/project-portfolio-program-management ---

# TaskRay Reviews & Product Details

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TaskRay is your ultimate solution for streamlined project management and seamless customer onboarding—all within Salesforce. Empower your teams to create project plans, automate repetitive tasks, allocate resources effectively, and foster collaboration across departments. Whether you're managing new customer implementations or driving internal initiatives, TaskRay ensures every project is delivered with precision and efficiency. 100% Salesforce Native TaskRay integrates seamlessly into your existing Salesforce ecosystem, offering unmatched visibility and alignment across Sales, CPQ, Service, and Experience Clouds. Designed for Growing Businesses If your organization has outgrown spreadsheets or non-Salesforce tools and needs better visibility into project performance, TaskRay is your next step. It's ideal for businesses facing challenges like: ✓ Revenue delays caused by lengthy onboarding or implementation timelines. ✓ Complex implementations, where multiple SKUs require custom solutions and support. ✓ Integrated customer management, spanning multiple Salesforce Clouds. Industry-Specific Expertise • TaskRay is trusted by industry leaders in: • Technology & SaaS • Healthcare & Life Sciences • Manufacturing • Real Estate & Franchising • Financial Services • Telecommunications Deliver Faster, Reduce Costs, and Increase Customer Satisfaction TaskRay helps you accelerate project timelines, cut operational costs, and improve productivity. Here's what our customers achieve: • 2.5x Faster Project Completion: Streamline workflows and improve efficiency. • 29% Faster Revenue Realization: Get to value quicker with optimized onboarding. • 21% Cost Reduction: Save time and resources with automation and visibility. • 15% Increase in Customer Satisfaction: Delight customers with smooth implementations. • 200% Boost in Project Visibility: Gain clarity and insight into every project detail. • 20% More Project Capacity: Handle more work without adding complexity. Proven Success Across Industries Join the growing list of businesses transforming their operations with TaskRay. From technology innovators to global manufacturers, our platform drives results.

* * *

Product Website
TaskRay
Seller
[TaskRay](https://www.g2.com/sellers/taskray)
Discussions
[TaskRay Community](https://www.g2.com/products/taskray/discuss)
Languages Supported

English

Solution Type

All-in-One

Overview by
Lindsey Kocel

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## Value at a Glance

Averages based on real user reviews.

### Time to Implement

2 months

[
View More Pricing Information
](https://www.g2.com/products/taskray/pricing)

## TaskRay Integrations
(3)

What do users say about integrations?

Verified by TaskRay

[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Agentforce Sales (formerly Salesforce Sales Cloud)

](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Sage Intacct

](https://www.g2.com/products/sage-intacct/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Salesforce Headless 360 Platform (formerly Salesforce Platform)

](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)

Show More

KD

Katie D.

Small-Business (50 or fewer emp.)

3/5/2024

"Useful, practical, lacks some flexiblity"

2.5/5

What do you like best about TaskRay?

It is easy to set up initally, easy to navigate, and has simple functions and features. The customer support team is great and always responsive and helpful. We use taskray daily in our org, but only use about 20% of the features. Very easy to intergrate into your Salesforce CR\< Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

It is not as easy to customize as I would like at times. There is not an easy way to keep notes on a project and look at them all at once. Review collected by and hosted on G2.com.

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

does a great job of tracking hours on a project or onbbaording for our dev team members. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

CS

Christopher S.

Customer Engagement Manager II

Mid-Market (51-1000 emp.)

2/13/2024

"Could use some improvement"

3/5

What do you like best about TaskRay?

I liked the graphical user interface and Gantt views. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

TaskRay lacked workload capacity management tools, as well as being able to share or collaborate with external users. Review collected by and hosted on G2.com.

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

Our organization used TaskRay to manage a project portfolio across multiple lines of business. Review collected by and hosted on G2.com.

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2/29/2024
Validated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Dan G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dan G.")
DG

Dan G.

Senior Solution Architect

Mid-Market (51-1000 emp.)

5/19/2023

"Robust but clunky"

3/5

What do you like best about TaskRay?

The Kanban board of tasks is useful. The structure provides a strong framework for project management. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

It's difficult to sort tasks into a pattern that fits me. Doesn't work well for non-standard sorting inside the app. Review collected by and hosted on G2.com.

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

Team collaboration for user story tracking Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: G2 invite

 ![Verified User in Non-Profit Organization Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Non-Profit Organization Management")
UN

Verified User in Non-Profit Organization Management

Mid-Market (51-1000 emp.)

8/17/2021

"A lot of steps"

3/5

What do you like best about TaskRay?

I like that it can get very granular and things can be assigned and divided into subtasks Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

There are a lot of clicks involved with every step and it feels cumbersome. I dread going into it to set up a project Review collected by and hosted on G2.com.

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

It's better than nothing. But I don't love it. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: G2 invite

 ![Verified User in Hospital & Health Care](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Hospital & Health Care")
AH

Verified User in Hospital & Health Care

Mid-Market (51-1000 emp.)

5/20/2021

"TaskRay Review"

2.5/5

What do you like best about TaskRay?

The organization aspects that it provides Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

the UI could use a bit of work in my opinion Review collected by and hosted on G2.com.

Recommendations to others considering TaskRay:

nice product Review collected by and hosted on G2.com.

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

The updates are tough Review collected by and hosted on G2.com.

Show More

Validated ReviewerIncentivizedSource: G2 invite

 ![Staci H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Staci H.")
SH

Staci H.

Integration Specialist

Enterprise (\> 1000 emp.)

9/24/2019

"Good project management tool and support team"

3/5

What do you like best about TaskRay?

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 about TaskRay?

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 is TaskRay solving and how is that benefiting you?

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.

Show More

Current UserValidated ReviewerIncentivizedSource: G2 invite

 ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services")
AI

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

9/3/2019

"Neutral"

2.5/5

What do you like best about TaskRay?

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 about TaskRay?

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 TaskRay:

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

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

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.

Show More

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Verified User in Restaurants](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Restaurants")
AR

Verified User in Restaurants

Small-Business (50 or fewer emp.)

9/3/2019

"A Lot of Potential for a Salesforce Expert"

3/5

What do you like best about TaskRay?

They have a great customer support team, and a very detailed support site. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

They offer very little initial training without added charge (not disclosed in Signup) - and a lot of the limitations require Enterprise SF... Review collected by and hosted on G2.com.

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

Better tracking of simultaneous projects on my team... a bit more organizad than an Excel spreadhseet Review collected by and hosted on G2.com.

Show More

Validated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Verified User in Non-Profit Organization Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Non-Profit Organization Management")
UN

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

2/26/2018

"Useful for remote team members"

3/5

What do you like best about TaskRay?

I work in TaskRay as a contracted grant writer for an arts organization, and its interface makes it easy for the org's onsite team to assign tasks to me and include me in project deadlines, increasing accountability and efficiency. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

TaskRay's login can sometimes be glitchy, so links don't always click through. Review collected by and hosted on G2.com.

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

I primarily use TaskRay to track grant application deadlines and required materials with the staff of an arts organization. I'm a part-time contractor receiving tasks and requesting materials from the nonprofit's full-time staff, and TaskRay is great for this. It's incredibly helpful how it links up to Salesforce donor records for easy history of past applications etc. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: G2 invite

 ![Verified User in Automotive](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Automotive")
AA

Verified User in Automotive

Mid-Market (51-1000 emp.)

3/6/2018

"TaskRay Review"

3/5

What do you like best about TaskRay?

Easy to use, read, and manuever. Makes project management simpler Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

When you clone a project, you need to reset all the statuses on the tasks - it should do it automatically. Some functions do not carryover to Salesforce. Review collected by and hosted on G2.com.

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

To make it more salesforce friendly. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

## Questions about TaskRay? Ask real users or explore answers from the community

Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights.

[
Ask about TaskRay
](https://www.g2.com/products/taskray/discussions/new)

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
G2

Verified User
•
Last activity over 6 years ago

How easy is it to get started with TaskRay?

1 Upvote

1

[
Join the conversation
](https://www.g2.com/discussions/6707-ease-of-use)

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
G2

Verified User
•
Last activity over 6 years ago

Does TaskRay integrate with other Salesforce Apps?

1 Upvote

1

[
Join the conversation
](https://www.g2.com/discussions/6706-taskray-integrations)

[
View all Discussions
](https://www.g2.com/products/taskray/discuss)

## Pricing Insights

Averages based on real user reviews.

### Time to Implement

2 months

### Return on Investment

14 months

### Average Discount

29%

### Perceived Cost

$$$$$

[
View More Pricing Information
](https://www.g2.com/products/taskray/pricing)

## How much does TaskRay cost?

Data powered by [BetterCloud](https://www.bettercloud.com).

Estimated Price

### $$k - $$k

Per Year

Based on data from 7 purchases.

Get Price Estimate

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##### 
##### TaskRay Features

Tasks

Creation & Assignment

Due Dates

Task Prioritization

Projects

Planning

Project Map

GANTT

Task Creation

Due Dates

Drag & Drop

[
View More Features
](https://www.g2.com/products/taskray/features)

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