TaskRay Reviews & Product Details

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

Seller

TaskRay

Discussions

TaskRay Community

Languages Supported

English

Product Description

TaskRay helps businesses onboard customers faster and more efficiently. By using TaskRay’s templating and automation functions high tech, SaaS, Wealth Management, Manufacturing, and Franchising businesses can build systems that scale whether they have 100 customers or 10,000 customers.

Overview by

Lindsey Kocel

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

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TaskRay Integrations

(2)

Verified by TaskRay

TaskRay Media

TaskRay Demo - Improve implementations and onboarding speed by 50-70%

TaskRay is delivering results for our customers—improving speed to revenue, increasing CSAT, and enhancing efficiency.

TaskRay Demo - Take full control of your projects

Project managers have a centralized place to manage all the moving parts of their projects.

TaskRay Demo - Effectively manage resources

Staffing projects and assigning tasks based on your team’s unique skills, roles, and capacity is easy.

TaskRay Demo - TaskRay Reporting & Analytics

Gain insights into project performance and profitability with public dashboards and project reports.

TaskRay Demo - Standardize your processes

TaskRay's project plans and automated workflows streamline complex processes

TaskRay Demo - Collaborate with your customers

With External Collaboration, TaskRay helps you communicate project updates and progress with your customers.

TaskRay is the leading project management app that lets you create standardized processes, enhance visibility, facilitate collaboration, and build consistent customer experiences - all natively in Salesforce.

Official Downloads

(4)

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Toast’s Customer Onboarding Team Optimizes their Workflows with TaskRay

MCG Health’s Project Efficiency and NPS Improvement Gets Supercharged

Interactive Demo

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Catie B.

Small-Business (50 or fewer emp.)

8/22/2023

"Excellent Platform!"

4.5/5

What do you like best about TaskRay?

TaskRay is incredibly flexible and user friendly. The templates allow the ability to streamline projects and make the management of projects much easier. The ability to report on all tasks and have a timeline is amazing. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

The user interface is a bit busy and almost too flexible for new users making implementation a bit challenging. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

4/14/2023

"Great project management tool with amazing CSMs and support team"

5/5

What do you like best about TaskRay?

The support team is top-tier. We have had several feature requests go live since purchasing the tool last year. Shoutout to Patherson for always replying quickly when we are in a pinch.

Feature-wise, we love the ability to view projects in Kanban, GANTT, and checklist views. It helps keep our PM and services teams super organized in views customized to each team. The Flux Planner dashboard also helps our PMs assign resources to projects in a timely manner. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

There might be too many ways to achieve one thing, which can be confusing to users. As long as you set expectations and train them up on the best views for their team, you will be OK.

One other downside is if teams don't keep up with data hygiene on their projects, it slows down the flux planner significantly. Review collected by and hosted on G2.com.

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

Before TaskRay, our services team didn't have insight into project burndown or billable vs non-billable resource utilization. The insights and dashboards that come out of the box are powerful for our services leaders. The flux planner also gives them an easy way to view resource utilization across the board and assign projects to users with the highest availability. Before TaskRay they were just doing this out of a spreadsheet, so the UI is a huge improvement. Review collected by and hosted on G2.com.

Case T.

Sr. Property Transitions Coordinator

Enterprise (> 1000 emp.)

3/6/2023

"Great Tool for Project Management with a Great Product Support Team!"

5/5

What do you like best about TaskRay?

TaskRay is easily customizable and excellent for our user requirements and differing project types. We use it to manage our client projects and also for internal performance management and goal tracking. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

Some of the functionalities where we would like to see it relate/connect to Salesforce are not available at this time. For example, file management. Salesforce has "File" storage which is where our company stores all related project files. TaskRay also has "File" storage associated with each project and related project tasks, but this file storage does not link to Salesforce. Our users must use two environments to work through the projects and to store associated files. This also applies to communication tools(chatter). Review collected by and hosted on G2.com.

Verified User in Performing Arts

Small-Business (50 or fewer emp.)

8/22/2023

"Too much for us"

1/5

What do you like best about TaskRay?

I love having a team project task manager that's built directly into Salesforce and can be connected to other records. It's great not having another thing to check. Customer suport has always been great when we needed it. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

Over the time we've been using TaskRay it's become more and more complicated -- in ways that I'm sure are valuable to more hardcore users, but for us made it more difficult to use. We found we just weren't really using it anymore and recently uninstalled it. But I would still recommend it if you're a Salesforce user who needs this type of project management tool! Review collected by and hosted on G2.com.

John D.

Mid-Market (51-1000 emp.)

3/7/2023

"TaskRay- Great Project Management Tool"

4.5/5

What do you like best about TaskRay?

TaskRay brings efficiencies and time savings for my team by being able to utilize the tasks template function and offer all key stakeholders visibility into the project status within the tool instead of having to chase via email. The agility and collaborative aspect of TaskRay for my team members will help in driving some of the tedious administrative work within the process. The supporting materials that TaskRay provides in addition helps team members understand some of the intricate nuances within the tool in an understandable manner. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

The downsides to using TaskRay is on the reporting side. As we begin to leverage the tool, customizable/enhacing the reporting functionality will require some additional work to get right. The current reporting templates are a good baseline for capabilities but working efforts are required to enahnce the reporting to capture the info needed. Review collected by and hosted on G2.com.

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?

Salesforce native, highly customisable and easy to assign tasks/log activity Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

Feedback features aren't the best, automation is all done through salesforce flows so need some level of proficiency within the business to get full use Review collected by and hosted on G2.com.

Dianne L.

Small-Business (50 or fewer emp.)

5/18/2023

"Dir. Of Operations"

5/5

What do you like best about TaskRay?

Lots of functionality. Keeps the team organized and helps with project management. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

nothing as of yet - occasionally we have issues with projects showing up on wrong partners list BUT we submit a ticket and the issue is always resolved in a timely manner. Review collected by and hosted on G2.com.

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.

Katie B.

Enterprise (> 1000 emp.)

5/18/2023

"Makes scheduling easy for large enterprise marketing teams"

4.5/5

What do you like best about TaskRay?

Drag and drop scheduling and campaign view filters. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

Wish there were different icons for campaign types. Review collected by and hosted on G2.com.

Jeff K.

Chief Executive Officer

Information Technology and Services

Small-Business (50 or fewer emp.)

7/6/2022

"TaskRay the premier customer onboarding and project management solution on the Salesforce platform"

5/5

What do you like best about TaskRay?

Like many of the best solutions on the AppExchange TaskRay is plug and play to start leveraging the tool initially. After installing the package and following simple setup instructions any administrator can start using the product for their team. The support team at TaskRay is fantastic to work with and I run my consulting business on TaskRay for this reason. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

Like any successful product that has been on Salesforce for a long-time there is legacy technical debt and architecture that worked best based on how Salesforce was oriented years ago when they launched. They have added many great updates but the limited ability to use custom lightning components and other features in the core interface can be limiting in some rare use cases. Review collected by and hosted on G2.com.

Recommendations to others considering TaskRay:

Consider your options carefully and if you need a solution on Salesforce you should consider TaskRay Review collected by and hosted on G2.com.

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

I needed a time tracking and project management tool for my consulting business and I wanted to set it up quickly and TaskRay absolutely did that in a very quick and efficient manner. Review collected by and hosted on G2.com.