TaskRay Reviews & Product Details

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.

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.

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

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.

I really like that TaskRay is easy to configure for my end users in Salesforce. Direct integration to Salesforce allows integration to other apps such as our Billing app. and opportunities. We can measure ROI based on quantifiable data. Templates allow us to consistently use a sound process for specific projects. Review collected by and hosted on G2.com.

Not having built-in resource management. It's an add-on product. Project management should have resource planning by default. Review collected by and hosted on G2.com.

Built on the Salesforce platform, it's definitely my go-to solution for clients that want to track projects and implementation in Salesforce tied to their customers. The ability to relate specific projects and tasks to specific Salesforce records is truly where the benefit of using this tool lies.

Additionally, I have seen substantial improvement in their tools and user interfaces over the years. Review collected by and hosted on G2.com.

The limitations of this product substantially lie with the performance of the underlying platform, i.e. Salesforce. It isn't as snappy and responsive as other project management tools given the latency of apps built on Salesforce. Having developed Salesforce apps, I'm only too aware of challenges one may have to face with software not natively built on programming languages.

Additionally, the capabilities, terminology and tools within the product are built around traditional product management practices, and one needs to understand those fundamentals to use this product effectively. Review collected by and hosted on G2.com.

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.

- 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.

I like the drag-and-drop user interface. Being able quickly assign a single task or many tasks is a time-saver! Review collected by and hosted on G2.com.

Understanding the data architecture and the dependencies of "how" things work takes time to become familiar with. It is helpful that TaskRay has thorough documentation, and once you learn it, it becomes easier! Review collected by and hosted on G2.com.

We are able to track both the number and duration of our onboardings and integration projects. Review collected by and hosted on G2.com.

Users require a Salesforce license as well. That can get expensive. Review collected by and hosted on G2.com.

TaskRay finds a way to fuse simple checklist / GTD, Agile, and Waterfall project management in one tool. I have been involved in Project Management for over a decade and it is hard to find a tool that does any one of these three methodologies well, and TaskRay executes all three interchangeably with excellence. We use TaskRay to manage our Agile and SOW deployments (we use TR Tasks as User Stories) for all our Salesforce project management! Review collected by and hosted on G2.com.

It is really hard to find anything to dislike. We have been using TaskRay in our Salesforce org for over 7 years, and could not run our business without it. TaskRay recently acquired Resource Management Application Flux Capacity which is going to be a huge addition for their overall product and gives users a very visual and flexible way to align and track their processes and resources holistically. Review collected by and hosted on G2.com.

You get all the benefits of an amazing project management tool, like task and time tracking, but you also get all of the incredible Salesforce functionality like automation, reporting, and dashboards. Our entire organziation has benefitted from the way we've set Taskray up to capture our Implementation projects, including the automation we've set up around Opportunities, Email Alerts, and Report subscriptions.

TaskRay Support is also incredible - I always get a quick and helpful reply, even to my stupid questions. Their Knowledge Base documentation is also top-tier - very well organized and up to date. Review collected by and hosted on G2.com.

Due to Salesforce functionality surrounding report types, I've hit some roadblocks in the past when trying to include data points from multipe Salesforce objects in one report. I've been able to create some custom report types that include TaskRay data and have established workarounds with TR Support's help!

Because TaskRay is a Salesforce native app, the administration of the tool must take place in Salesforce's Setup, which can be a bear if you aren't familiar. It would benefit organziations new to TaskRay to have a good Salesforce administrator in place. I am not a certified administrator and have been able to hack my way through with a few hours of outside consultant time.

Neither of these items would discourage me from buying - it's worth it. Review collected by and hosted on G2.com.

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.

Some minor missing features and enhancements are required, especially when integrating with flux & Resources. Review collected by and hosted on G2.com.