---
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
**Vendor:** TaskRay  
**Category:** [Task Management Software](https://www.g2.com/categories/task-management-software)  
**Average Rating:** 4.3/5.0  
**Total Reviews:** 161
## About TaskRay
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.



## TaskRay Pros & Cons
**What users like:**

- Users appreciate the **ease of use** of TaskRay, facilitating seamless navigation and efficient team collaboration on projects. (7 reviews)
- Users highlight the **easy integration** of TaskRay with Salesforce, streamlining project management and enhancing collaboration. (7 reviews)
- Users value the **seamless integration with Salesforce** , enhancing collaboration and data management for efficient project execution. (7 reviews)
- Users value the **efficient integrations** of TaskRay with Salesforce, enhancing project management and stakeholder communication significantly. (6 reviews)
- Users value the **organization and clarity** TaskRay provides, enhancing project management and collaboration effortlessly. (6 reviews)
- Users value the **seamless project management** and collaboration capabilities of TaskRay, enhancing client experiences with outstanding organization. (6 reviews)
- Users appreciate the **automation capabilities** of TaskRay, streamlining project processes and enhancing overall efficiency. (5 reviews)
- Features (5 reviews)
- Flexibility (5 reviews)
- Users appreciate the **real-time updates** from TaskRay, enhancing project visibility and improving team collaboration and efficiency. (5 reviews)

**What users dislike:**

- Users face **limitations in managing multiple portfolios** , as complex projects and dependencies overwhelm TaskRay's capabilities. (4 reviews)
- Users find **inefficient task management** in TaskRay, leading to challenges with scheduling and project organization. (3 reviews)
- Users find TaskRay's interface **overwhelmingly complex** and difficult to navigate, particularly for managing multiple portfolios. (2 reviews)
- Users find **difficult customization** in TaskRay, leading to challenges in managing projects and navigating the interface. (2 reviews)
- Users find the **steep learning curve** of TaskRay challenging, especially those unfamiliar with Salesforce, impacting adoption. (2 reviews)
- Users find **limited customization** options challenging, emphasizing a need for better control over email notifications and interface simplicity. (2 reviews)
- Organizational Issues (2 reviews)
- Overwhelming Experience (2 reviews)
- Project Management Issues (2 reviews)
- Scheduling Issues (2 reviews)

## TaskRay Reviews
  ### 1. Taskray Brings Structure, Visibility, and Predictable Project Delivery

**Rating:** 5.0/5.0 stars

**Reviewed by:** Melissa B. | Director of Custoner Support, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 03, 2026

**What do you like best about TaskRay?**

Taskray has become a core part of how we manage projects and delivery. It gives us strong structure and visibility while still being flexible enough to support different implementation types. Having standardized project plans, clear milestones, and dependency tracking has made our delivery process more consistent and predictable.
The Salesforce-native experience is a big plus for us, and it’s easy for teams to adopt and use day to day.

**What do you dislike about TaskRay?**

There is some initial setup and planning required to fully align Taskray with your delivery model, but once it’s configured, the payoff is well worth it.

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

Taskray helps us manage complex implementations with better visibility, accountability, and coordination across teams. It has improved our ability to identify risks earlier, standardize execution, and keep everyone aligned around the same plan. As a result, our delivery process is more efficient, and we’ve seen improved consistency and overall outcomes.

  ### 2. Seamless Salesforce Integration Makes Task Management Effortless

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brandon O. | Lead Project Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 09, 2026

**What do you like best about TaskRay?**

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.

**What do you dislike about TaskRay?**

Minor inconveniences but it can be slightly laggy when trying to move tasks or task groups around.

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

No project manager manages their projects the same. The same can be said for note/record keeping. TaskRay has allowed my team to have a one stop shop for all of our notes, tasks, dates, deadlines, statuses, etc. No more searching for info in different places for different PMs.

  ### 3. Efficient Project Management with TaskRay, but Scheduling and Access Controls Need Improvement

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ifeoma E. | Operational Supervisor , Health, Wellness and Fitness, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 16, 2025

**What do you like best about TaskRay?**

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

**What do you dislike about TaskRay?**

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

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

TaskRay gives a consistent project planning process, where no restrictions or constraints that occurs in the process
The visibility of our project progress makes the software more conventional and we record high levels of performance 
The program is systematically automated, eliminating chances of errors, and the availability of templates makes the program more effective 
TaskRay is results oriented, focusing on delivery and execution of tasks to improve productivity 
The management of our team capabilities is also something the vendor has precisely managed

  ### 4. The best project management system we've seen in 20 years

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jason R. | President and Principal Consultant, Accounting, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 02, 2025

**What do you like best about TaskRay?**

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.

**What do you dislike about TaskRay?**

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.

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

TaskRay has solved one of our biggest challenges: providing a structured, collaborative, and transparent way to manage complex software implementation projects with our customers. Before TaskRay, project communication and deliverables were scattered across emails, spreadsheets, and shared drives, making it difficult for both our team and our customers to stay aligned.

Now, every project lives in one centralized space—customers can see their task lists, due dates, deliverables, and files all in real time through Salesforce Experience Cloud. This not only increases accountability and visibility but also makes the onboarding process for Sage Intacct smoother, more predictable, and less stressful for everyone involved.

Internally, TaskRay has allowed us to automate project setup, enforce consistency in our methodology, and ensure nothing falls through the cracks. The result has been faster project kickoffs, reduced administrative overhead, and a significantly improved customer experience—customers regularly tell us how much they appreciate having a single source of truth throughout their implementation journey.

  ### 5. Taskray is the Core of TheRiot Agency's Performance and Communications

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joshua L. | Director of Production, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 17, 2024

**What do you like best about TaskRay?**

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.

**What do you dislike about TaskRay?**

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.

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

Taskray has helped solve the problem of late deliverables, poor communication, resource management and support. It has benefited us by allowing our team to work on more projects at one time and deliver assets on time and on budget.


## TaskRay Discussions
  - [How easy is it to get started with TaskRay?](https://www.g2.com/discussions/6707-ease-of-use) - 1 comment, 1 upvote
  - [Does TaskRay integrate with other Salesforce Apps?](https://www.g2.com/discussions/6706-taskray-integrations) - 1 comment, 1 upvote
  - [TaskRay Reporting](https://www.g2.com/discussions/6705-taskray-reporting) - 1 comment, 1 upvote
  - [How can I most economically add TaskRay users who are not already Salesforce users?](https://www.g2.com/discussions/taskray-pricing) - 1 comment, 1 upvote
  - [What level Salesforce license do I need for TaskRay?](https://www.g2.com/discussions/who-can-use-taskray-91b79b81-3e12-477f-9dfd-ee8c33d69c97) - 1 comment, 1 upvote

- [View TaskRay pricing details and edition comparison](https://www.g2.com/products/taskray/reviews?filters%5Bsentiment_snippet%5D=1184451&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-08-14+11%3A32%3A58+-0500&secure%5Bsession_id%5D=d1e0cd61-0806-48ac-9def-6f5f1f27c1f4&secure%5Btoken%5D=3c0f7b5004b8a05371160685198447f6fd0376198358b4e9d2782dec5f99945d&format=llm_user)
## TaskRay Integrations
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews)
  - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)

## TaskRay Features
**Tasks**
- Creation & Assignment
- Due Dates
- Task Prioritization
- To-Do Lists
- Dependencies
- Mass Updates
- Drag & Drop
- Recurring Tasks
- Real-Time Updates

**Planning**
- Resource Definiton
- Capacity
- Scheduling
- Real-Time Data

**Task Creation**
- Creation & Assignment
- Due Dates
- Drag & Drop
- Mass Updates

**Automation**
- Workflows
- Customization
- Data repository

**Onboarding Setup**
- Workflows
- Templates
- Checklists

**Agentic AI - Salesforce AppExchange Apps**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Projects**
- Planning
- Project Map
- GANTT
- Calendar View
- Views
- Project Budgeting
- Issue Tracking
- Templates
- Critical Path
- Time & Expense
- Methodologies
- Project Time Tracking
- Bug Tracking
- Milestone Tracking
- Task Progress Tracking
- Activity Tracking
- Project Tracking
- Status Tracking
- Progress Tracking
- Agile Methodologies
- Sprint Planning
- Project Planning
- Release Planning
- Multiple Projects
- Multi-Department/Project
- Customizable Templates
- Project Templates
- Gantt/Timeline View
- Percent-Complete Tracking
- Reporting/Project Tracking
- Goal Setting/Tracking
- Time Tracking
- Traditional Methodologies
- Task Planning
- Traditional Methodologies

**Optimization**
- Performance
- Forecasting
- Corrections

**Task Management**
- Task Prioritization
- To-Do Lists
- Dependencies
- Recurring Tasks
- Project Templates

**Administration**
- Permissions
- Procedures
- Remote Work

**Project Tracking**
- Monitoring
- Resources
- Content
- Tasks
- Optimization
- Kanban Board
- Goal Setting/Tracking
- Communication Management

**Additional Functionality**
- Calendar Management
- Shop Floor Management
- Performance Management
- Real-Time Monitoring
- KPI Monitoring
- Availability Management
- Third-Party Integration
- Drag & Drop
- Project Management
- Activity Dashboard
- Recommendations
- Collaboration Tools
- Equipment Management
- Task Management
- Gantt/Timeline View
- Progress Tracking
- Alerts/Notifications
- "What If" Scenarios
- AI Copilot
- For Manufacturers
- Real-Time Reporting
- Mobile Access
- Cost Management
- Scenario Planning
- Historical Database
- Inventory Control
- Reporting/Analytics
- Generative AI
- Time Tracking
- Resource Management
- Predictive Analytics
- Resource Allocation & Planning
- Projections
- Prioritization
- Search/Filter
- Timesheet Management
- Workflow Management
- Skills Tracking
- Utilization Reporting
- Approval Process Control
- Access Controls/Permissions
- Third-Party Integrations
- Reporting & Statistics
- Customizable Reports
- Commenting/Notes
- API
- Project Planning
- Assignment Management
- Customizable Fields
- Multiple Projects
- Time & Expense Tracking
- Resource Request
- Data Import/Export
- Reporting/Project Tracking
- Capacity Management
- Real-Time Notifications
- Real-Time Updates
- Project Templates
- Document Management
- Workflow Automation

**Resource Management**
- Resource Definiton
- Capacity
- Scheduling
- Task Scheduling
- Project Planning/Scheduling

**Project management**
- Task Prioritization
- Dependencies
- Planning
- Views
- Scheduling
- Critical Path
- Dashboards

**Customer Engagement**
- Portal
- Customer Engagement
- Branding
- Visibility
- Collaboration
- Customizable Branding

**Generative AI**
- Generative AI

**Additional Functionality**
- Collaboration Tools
- Gantt/Timeline View
- AI Copilot
- Task Tagging
- Spreadsheet View
- Task Scheduling
- Search/Filter
- Email-to-Task Conversion
- Project Tracking
- Time Tracking
- Sub-Task Management
- Task Progress Tracking
- Third-Party Integrations
- Calendar Management
- Mobile Access
- Task Editing
- Reporting/Analytics
- Deadline Management
- API
- Dependency Tracking
- Document Management
- Assignment Management
- Project Planning
- Task Board View
- Workflow Management
- Activity Tracking
- Commenting/Notes
- Resource Management
- Task Import
- Dashboard
- Access Controls/Permissions
- Real-Time Notifications

**Additional Functionality**
- Commenting/Notes
- API
- Third-Party Integrations
- Task Management
- Alerts/Notifications
- Drag & Drop
- Performance Metrics
- Reporting & Statistics
- Time Tracking
- Data Security
- Single Sign On
- Activity Tracking
- Customizable Fields
- Content Management
- Churn Management
- Ad hoc Analysis
- Client Management
- Chat/Messaging
- Forecasting
- Mobile Access
- Form Builder
- Surveys & Feedback
- Revenue Management
- Onboarding
- Workflow Management
- AI Copilot
- Calendar Management
- Compliance Management
- Client Database
- Electronic Forms
- Gantt/Timeline View
- Client Tracking
- To-Do List
- Document Management
- Generative AI
- Self Service Tools
- Customer Segmentation
- Role-Based Permissions
- Data Import/Export
- Collaboration Tools
- Electronic Signature
- Task Progress Tracking
- Audit Trail
- Reminders
- Online Payments
- Activity Dashboard
- Document Generation
- Real-Time Data
- CRM
- Email Management
- Multi-Language

**Project Monitoring**
- Baselining / KPIs
- Resource Allocation
- Activity Dashboard
- Activity Dashboard

**Workload**
- Resource Allocation
- Workspace
- Configuration
- Insights

**Communication & Collaboration**
- Communication Channels
- Document Management
- Collaboration

**Generative AI**
- Generative AI

**Cost Management**
- Project Budgeting
- Time & Expense
- Profitability

**Agentic AI - Project Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- File Transfer

**Additional Functionality**
- Backlog Management
- API
- Retrospectives Management
- Task Management
- Access Controls/Permissions
- Supports Scrum
- Team Management
- Kanban Board
- Request Management
- Commenting/Notes
- Charting
- @mentions
- Planning Tools
- Projections
- Collaboration Tools
- Calendar Management
- Email Management
- Project Workflow
- Deadline Management
- Role-Based Permissions
- Alerts/Notifications
- Reporting & Statistics
- Customizable Fields
- AI Copilot
- Resource Management
- Workflow Management
- Template Management
- Negative Feedback Management
- Data Import/Export
- File Management
- Assignment Management
- Progress Reports
- Budget Management
- Real-Time Reporting
- Real-Time Notifications
- Requirements Management
- Search/Filter
- Issue Management
- Document Management
- Release Management
- For IT Project Management
- Product Roadmapping
- Change Management
- Mobile App
- Portfolio Management
- Testing/QA Management
- Billing & Invoicing
- Risk Management
- Web-based Deployment
- Idea Management
- Client Portal
- File Sharing
- Version Control
- Availability Management
- Productivity Analysis
- Multi-Channel Communication
- Forecasting
- Key Performance Indicators
- Remote Support
- Predictive Analytics
- Tagging
- Feedback Management
- User Management
- Network Diagram
- Project Management
- Document Storage
- Visualization
- Customizable Reports
- Time Clock
- Reminders
- Daily Reports
- Configurable Workflow
- Roadmapping
- Iteration Management
- Timeline Management
- KPI Monitoring
- For Small Businesses
- Chat/Messaging
- Messaging

**Integration**
- Front Office
- Back Office
- External data

**Agentic AI - Work Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Natural Language Interaction

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