--- 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 Visit Website 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 Show More ## 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 ![Verified User in Internet](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Internet") AI Verified User in Internet Mid-Market (51-1000 emp.) 8/22/2023 "Well integrated Project Management tool" 4/5 What do you like best about TaskRay? We had to move from Taskray to a competitor due to reliance on Salesforce, however this highlighted a few pro's for Taskray. Namely, the reporting functionality and Salesforce workflows allowed for greater customisation than the successor, although that came with the tradeoff of more setup time needed. Review collected by and hosted on G2.com. What do you dislike about TaskRay? The UI isn't as nice/intuitive as other market leaders Review collected by and hosted on G2.com. What problems is TaskRay solving and how is that benefiting you? Managing our customer implementations, getting a full view of ongoing projects and being able to unlock a deeper level of analytics and reporting to link to business needs Review collected by and hosted on G2.com. Show More 7/29/2026 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Environmental Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Environmental Services") AE Verified User in Environmental Services Mid-Market (51-1000 emp.) 7/6/2022 "Working with the people from taskray has been a really excellent collaborative experience." 4/5 What do you like best about TaskRay? I like the resources TaskRay has for learning the software and discovering applications of the tool. Review collected by and hosted on G2.com. What do you dislike about TaskRay? 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. Recommendations to others considering TaskRay: Having high-level support and engagement is key. As a lower-ranking employee, trying to get our organization to change how they work and adopt this tool has been challenging due to a lack of executive action to make TaskRay the go to.l Review collected by and hosted on G2.com. What problems is TaskRay solving and how is that benefiting you? I am not aware of any solutions that are specifically benefiting me or my org. Although the collaboration updates from march are going to be very useful eventually. Review collected by and hosted on G2.com. Show More 12/13/2024 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Kari D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kari D.") KD Kari D. Proposal Development & Contracts Manager Mid-Market (51-1000 emp.) 8/22/2023 "TaskRay allows me to work smarter, not harder." 4/5 What do you like best about TaskRay? The customization capabilities are amazing to tailor the system to fit your business and how the users will work within the system. The best feature though is the integration with SalesForce and our existing ERP system to avoid duplicate data entry and mismatched details. My favorite aspect is the ease of reporting. You do not need to be and IT programmer to create and edit custom reports that are most useful for yourself and your teams! Review collected by and hosted on G2.com. What do you dislike about TaskRay? So far the only downside I am experiencing is that the functionality between looking as TaskRay Projects and the project in the TaskRay module offer different things and some are easier or more useful in one view or the other which can be frustrating to go back and forth. Hopefully this is a setup item that can be rectified. Review collected by and hosted on G2.com. What problems is TaskRay solving and how is that benefiting you? TaskRay has given us the opportunity to better manage project timelines along with the history/status of tasks and linking to all required documents. It is project information in one place to be shared with everyone on the team that needs easy access! This is saving a lot of time circling around to get answers to questions and finding documents and status of tasks. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Noah C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Noah C.") NC Noah C. Mid-Market (51-1000 emp.) 2/15/2024 "Taskray is a great way to organize your Structure." 4/5 What do you like best about TaskRay? Taskray is easy to use and has alost endless possibilities! Review collected by and hosted on G2.com. What do you dislike about TaskRay? Sometimes it takes many button clicks and pages to get to where you want. Not always an easy option for seemingly simple tasks. Review collected by and hosted on G2.com. What problems is TaskRay solving and how is that benefiting you? What tasks to do and the order of operations they should be3 done in. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![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.) 2/13/2024 "Customer Support is Top Notch" 4/5 What do you like best about TaskRay? The Customer Support team is top notch. They are speedy with great explanations. Will to go above and beyond to help you solve a unique case. Review collected by and hosted on G2.com. What do you dislike about TaskRay? can't see into the Apex actions so I don't really understand what is happening when we are using one of them. The licensing is can be a bit tricky. Review collected by and hosted on G2.com. What problems is TaskRay solving and how is that benefiting you? Speedier Client Onboarding and visibilty into client deliverables. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Lauren H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lauren H.") LH Lauren H. Business Intelligence Manager Mid-Market (51-1000 emp.) 5/22/2023 "Up there with the top-tier project/process management tools." 4/5 What do you like best about TaskRay? Customer Success and Support teams are there to guide you through any challenges that arise. In terms of usability it has some robust features and functionality. Review collected by and hosted on G2.com. What do you dislike about TaskRay? While the tool is embedded into Salesforce there are limitations in what this allows you to customize for the user-experience. Lastly for smaller organizations the wealth in functionality and features may be cumbersome to administer and scale. Review collected by and hosted on G2.com. What problems is TaskRay solving and how is that benefiting you? TaskRay is solving for both simple and complex processes where companies can easily collaborate with their clients to ensure success. How TaskRay is helping us falls on 3 key areas in managing: to manage client onboarding(proactive), short-term(reactive request management) and long-term reoccurring(proactive process optimization) projects. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") AC Verified User in Computer Software Small-Business (50 or fewer emp.) 8/29/2023 "Has met our needs from the start and has been constantly adding value" 3.5/5 What do you like best about TaskRay? TaskRay is perfect for small business like ours! Appreciate the webinars and recordings. Review collected by and hosted on G2.com. What do you dislike about TaskRay? Snack releases: The concept is great but as a customer seing the release related emails so frequently seems to be distracting. Review collected by and hosted on G2.com. What problems is TaskRay solving and how is that benefiting you? We like the plan and spreadsheet view as it helps us in our project and sprint planning. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller AM Amira M. PMO manager Mid-Market (51-1000 emp.) 12/8/2022 "It's a good tool for project management and can be customized to fulfil different requirements." 4/5 What do you like best about TaskRay? About the tool: flexibility, customisable, allows to have a single source of truth for all project information and by gathering this info we manage to create essential reports. The team is very helpful and friendly. Review collected by and hosted on G2.com. What do you dislike about TaskRay? - TaskRay/Flux can do very easy changes from the backend and save us a lot of customisations - OOB customization packages. - The integration between TaskRay and Flux needs to be enhanced. Review collected by and hosted on G2.com. What problems is TaskRay solving and how is that benefiting you? - One source of truth with all project info - Enabled us to report on: project health, actual and forecasted utilization, capacity planning, resource management, forecasting Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller OS omar s. Advisor, Project/Program Management Small-Business (50 or fewer emp.) 11/13/2022 "Straight forward Project Management tool, very intuitive" 4/5 What do you like best about TaskRay? Easy navigation, necessary fields for reporting are already there out of the box. It's customizable within the salesforce environment so you can perform flows and automations between opportunities and projects for example. Great Customer support, always a fast response. Product team is always listening and releasing updates. Review collected by and hosted on G2.com. What do you dislike about TaskRay? Some minor missing features and enhancements are required, especially when integrating with flux & Resources. Review collected by and hosted on G2.com. What problems is TaskRay solving and how is that benefiting you? Having a centralized place for all projects, and managing resource utilization and capacity Review collected by and hosted on G2.com. Show More Current UserValidated 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") AN Verified User in Non-Profit Organization Management Small-Business (50 or fewer emp.) 7/15/2022 "Good Salesforce app - if you have project management experience." 3.5/5 What do you like best about TaskRay? TaskRay takes project management and places it inside Salesforce, creating a platform that is (somewhat) customizable and able to utilize the best of the Salesforce relational database while adding another transparent layer to a single source of truth. Internal time tracking is very convenient. Drag-and-drop functionality feels very tactile. Creativity with objects and custom fields can add a lot of additional functionality to TaskRay out-of-the-box. Review collected by and hosted on G2.com. What do you dislike about TaskRay? The learning curve on TaskRay is still a relatively steep one, especially if your users are unfamiliar with project management. Understanding when to use tasks, task groups, sub-projects, and projects takes some experimentation, dedicated time, and Salesforce platform confidence. If your org is not in Sales, someone knowledgeable will need to create internal support documentation. Assigning deadlines to checklist items is not intuitive. Also wish I could customize project and task tabs by record type. Review collected by and hosted on G2.com. What problems is TaskRay solving and how is that benefiting you? It's difficult to understand a team's capacity for collaboration when projects are managed in siloed Google Docs. TaskRay is beginning to illuminate for us what others do in the organization and how all our work intersects in supporting the org's mission. 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 TaskRay Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_b185727d8c2aea3a7f60c83e08704b42/mission-control.png "Product Avatar Image") Mission Control 4.4/5(174) [ Compare Now ](https://www.g2.com/compare/mission-control-vs-taskray) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2a3c6c39bf8b8eb277cfcd42d9bbca1e/asana.png "Product Avatar Image") Asana 4.4/5(13,850) [ Compare Now ](https://www.g2.com/compare/asana-vs-taskray) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_8d153dca591c71473df7888ad61b172d/cloud-coach.png "Product Avatar Image") Cloud Coach 4.5/5(176) [ Compare Now ](https://www.g2.com/compare/cloud-coach-vs-taskray) ##### ##### 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) ## Top-Rated Alternatives [ ![Asana](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Asana") Asana 4.4/5(13,850) ](https://www.g2.com/products/asana/reviews) [ ![monday AI Work Platform](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "monday AI Work Platform") monday AI Work Platform 4.7/5(17,114) ](https://www.g2.com/products/monday-com/reviews) [ ![GUIDEcx](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "GUIDEcx") GUIDEcx 4.6/5(462) ](https://www.g2.com/products/guidecx/reviews) [ View All Alternatives ](https://www.g2.com/products/taskray/competitors/alternatives) ##### Categories on G2 [Work Management](https://www.g2.com/categories/work-management)[Project Management](https://www.g2.com/categories/project-management)[Task Management](https://www.g2.com/categories/task-management-software) [Work Management](https://www.g2.com/categories/work-management)[Project Management](https://www.g2.com/categories/project-management)[Task Management](https://www.g2.com/categories/task-management-software)[Salesforce AppExchange Apps](https://www.g2.com/categories/salesforce-appexchange-apps)[Resource Management](https://www.g2.com/categories/resource-management)[Client Onboarding](https://www.g2.com/categories/client-onboarding) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Best all-in-one webinar platform](https://www.g2.com/discussions/best-all-in-one-webinar-platform)[Which lifestyle spending account solutions enable plan compliance without expensive manual workarounds?](https://www.g2.com/discussions/which-lifestyle-spending-account-solutions-enable-plan-compliance-without-expensive-manual-workarounds)[Best cloud-based desk booking platforms for flexible workplaces](https://www.g2.com/discussions/what-are-the-best-cloud-based-desk-booking-platforms-for-flexible-workplaces) [What terminal emulators have the strongest automation features for infrastructure operations and DevOps teams?](https://www.g2.com/discussions/what-terminal-emulators-have-the-strongest-automation-features-for-infrastructure-operations-and-devops-teams)[What client side protection tools work best for an ecommerce brand that needs to lock down checkout pages from JavaScript skimming attacks before the next peak season?](https://www.g2.com/discussions/what-client-side-protection-tools-work-best-for-an-ecommerce-brand-that-needs-to-lock-down-checkout-pages-from-javascript-skimming-attacks-before-the-next-peak-season)[Pros and Cons Details](https://www.g2.com/products/taskray/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)