# 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, benefiting from its intuitive design and seamless Salesforce integration. (7 reviews)
- Users appreciate the **easy integration** of TaskRay with Salesforce, enhancing project management efficiency and customer collaboration. (7 reviews)
- Users value the **seamless Salesforce integration** of TaskRay, enhancing project management and customer collaboration effortlessly. (7 reviews)
- Users appreciate the **seamless integrations** with Salesforce, enhancing project management and customer collaboration significantly. (6 reviews)
- Users value the **strong structure and visibility** TaskRay provides, enhancing project management and collaboration seamlessly. (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 experience **poor scheduling capabilities** and challenges in managing complex projects and access control in TaskRay. (4 reviews)
- Users experience **inefficient task management** in TaskRay, leading to challenges in handling complex projects and scheduling. (3 reviews)
- Users find the **complexity of TaskRay** overwhelming, requiring significant time to understand its intricate controls and customization. (2 reviews)
- Users find TaskRay's **difficult customization** overwhelming, requiring much time to master its complex controls and interface. (2 reviews)
- Users find the **steep learning curve** of TaskRay challenging, especially for those unfamiliar with Salesforce. (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.

  ### 6. Working with the people from taskray has been a really excellent collaborative experience.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Environmental Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 06, 2022

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

I like the resources TaskRay has for learning the software and discovering applications of the tool.

**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.

**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

**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.

  ### 7. Taskray has streamlined our project management function, with a seamless Salesforce integration

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tyler H. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 23, 2024

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

Before Taskray, new client orders would occasionally get dropped, and other types of projects would go weeks without meaningful progress updates. The visibility and real-time status updates we gained have enabled my team to keep up with our volume, and no orders have been dropped since we got onto the tool. Further, we don't a have a dedicated Salesforce Admin nor outside IT company to manage this for us, and we've been able to self-manage Taskray with Salesforce seamlessly. Jaclyn and Caitlin from Customer Success have been attentive and helpful in helping us get our inquiries solved quickly, as well as being a listening ear for feature requests.

**What do you dislike about TaskRay?**

Not much to say here, we've really enjoyed the tool. I can't recall the pricing, but looking back it's a no brainer, even for a <20 FTE organization like us.

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

Project management is the main usage, specifically for new client orders as well as cancellations. We also have started using for multi-phased internal strategic initiatives.

  ### 8. Great Salesforce Native Project Management

**Rating:** 4.5/5.0 stars

**Reviewed by:** Brian H. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 15, 2024

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

TaskRay has been easy to implement and get our team started using. Since it is build on the Salesforce platform natively it was super easy to get it setup and integrated into day to day operations. We have had to contact TaskRay support a couple of differnt times and they have been fast and very knowglegeable. In most cases we were able to resolve our issues the same day.

**What do you dislike about TaskRay?**

Technical documentation can be a little lacking in some areas.

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

We purchased TaskRay to provide project management capability to assist us with a project management offering we offer to new customer. Task Ray allows us to complete and shar all project management tasks from Salesforce without us having to use a third pary system. The unification of this saves us time and money in our opperations.

  ### 9. Project Management integrated to Salesforce

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kim D. | RevOps Strategist, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 16, 2024

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

I find TaskRay easy and intuitive to use and love that it's native to Salesforce so that it's easy for Admins to tie it in to business processes that are already running on Salesforce. The support has been outstanding, every time I've had a question, I've gotten a prompt answer.

**What do you dislike about TaskRay?**

The only downside for me about TaskRay is that Templates are, by design, data so migrating them up from a Sandbox can be a pain. If you have Premium version, however, they've got a migration tool that does it for you.

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

TaskRay is great for managing large projects, breaking the work down into Tasks and Checklists. We look forward to trying out the new resource management tools that are coming out this month.

**Official Response from Corinne Oertel:**

> Thank you for your thorough review both here and on the Salesforce AppExchange!

  ### 10. Strongly recommend TaskRay for repeatable processes in Salesforce-native orgs

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Restaurants | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 13, 2024

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

TaskRay is an incredibly straightforward and well-executed tool that allows us to manage repeatable workflows right inside Salesforce — where we already concentrate our customer and prospect data. It has allowed us to move away from cumbersome spreadsheets for tracking the customer onboarding process: We automate TaskRay Project creation at Closed Won, so we no longer ever drop a customer accidentally, and we are now much more able to collect data on the onboarding process, which allows us to keep improving.

If you're already a Salesforce Admin, implementation is extremely easy once you've defined your business processes. I was able to implement without a third-party consultant or a formal Admin certification. 

And finally, Customer Support is kind, prompt and thoughtful — best in class.

**What do you dislike about TaskRay?**

There is almost no downside to TaskRay if you are Salesforce-native company.

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

1. Customer onboarding: Now more automated, repeatable and trackable than the spreadsheet we used previously — plus, is housed in CRM for a true customer "source of truth" 

2. Onboarding of additional SKUs

3. Adoption assurance: We use TaskRay to hold our Account Management team accountable for ensuring adoption milestones are being met in the 90 days after a customer completes onboarding

And we envision more future uses, too!

  ### 11. Useful, practical, lacks some flexiblity

**Rating:** 2.5/5.0 stars

**Reviewed by:** Katie D. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 05, 2024

**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<

**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.

**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.

  ### 12. Valuable investment

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 15, 2024

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

The ability to customize within our workflow and the ability to leverage the power of Salesforce

**What do you dislike about TaskRay?**

It's a learning curve, however, dedicating time and effort into mastering it transforms it into an invaluable resource.

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

TaskRay has really helped us get better at managing our projects. It's easy to use and lets us keep track of everything in one place, which saves us a lot of time and hassle. We can now handle our tasks more efficiently and make sure we're always on the same page as our team. Plus, it works well with the other tools we use, making our customer service smoother and more reliable. In short, TaskRay has made our work a lot easier, helping us finish projects faster and keep our customers happy.

  ### 13. TaskRay allows me to work smarter, not harder.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kari D. | Proposal Development & Contracts Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 22, 2023

**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!

**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.

**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.

  ### 14. Fantastic, SF-Native Project Management Tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 03, 2024

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

TaskRay has been invaluable to our organization. While the learning curve can be steep, the flexibility/customizability of the program is truly excellent. Great support team, consistent, material product enhancements ... you won't be disappointed :)

**What do you dislike about TaskRay?**

Honestly, not much. Visuals could be better, a mobile app would be a nice touch, but generally speaking it's excellent.

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

Streamlines processes, manages complex projects, provides valuable analytical insights.

**Official Response from Corinne Oertel:**

> We're thrilled to hear that TaskRay has been invaluable to your organization!

  ### 15. Taskray is a great way to organize your Structure.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Noah C. | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 15, 2024

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

Taskray is easy to use and has alost endless possibilities!

**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.

**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.

  ### 16. Customer Support is Top Notch

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 13, 2024

**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.

**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.

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

Speedier Client Onboarding and visibilty into client deliverables.

  ### 17. Awesome Tool to get work done :)

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alex O. | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 14, 2024

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

It an amazing tool for collaborating on projects and keeping track of the tasks to get the work done.

**What do you dislike about TaskRay?**

The product potentially can be expensive depending on which edition you purchase so carefully evaluate which edition you need and see if that works within your budget.

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

for reviewing projects, tasks and work that is in progress and moving things forward to completion

  ### 18. Could use some improvement

**Rating:** 3.0/5.0 stars

**Reviewed by:** Christopher S. | Customer Engagement Manager II, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 13, 2024

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

I liked the graphical user interface and Gantt views.

**What do you dislike about TaskRay?**

TaskRay lacked workload capacity management tools, as well as being able to share or collaborate with external users.

**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.

  ### 19. Up there with the top-tier project/process management tools.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Lauren H. | Business Intelligence Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 22, 2023

**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.

**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.

**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.

  ### 20. A definite upgrade for us

**Rating:** 4.5/5.0 stars

**Reviewed by:** Paul D. | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 10, 2023

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

Moving to TaskRay has been a really positive experience for our company’s client-facing project team.  From the start, TaskRay’s implementation process was quite thorough -- our onboarding specialist worked with us to map our business processes to the new tool.  She was able to hold our hand where we needed it, and she walked our team through a knowledge handoff to get us cut over with minimal disruption.  We liked (and needed) the fact that TaskRay is highly customizable.  We chose the tool in large part because it’s built in Salesforce, and our Salesforce admins who were already well-versed in customizing objects on the Salesforce platform were able to add custom functionality in TaskRay relatively easily.  Similarly, our Salesforce power users were easily able to adapt to the tool’s look and feel.  Other features we like are the full sandbox environment and the Gantt chart which we found very easy to adapt to the business.

**What do you dislike about TaskRay?**

We did need to add certain functionalities for time tracking and invoicing that were not included out of the box.  We knew this going in, and as mentioned above, our admins were able to do this work efficiently with their existing development knowledge on the Salesforce platform.

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

Mainly by providing a centralized tool for customer-facing project, resource, and time management.  We were able to consolidate from two tools down to one, and it has made our Salesforce-oriented workforce more productive.

  ### 21. Taskray keeps you focused on your project, tracks your time and keeps you agile as priorities shift.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Pam W. | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 16, 2023

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

TaskRay is an extremely useful tool for project management and personal goals. Creating tasks on the fly is done by simply typing in a name.  Most recently, they added template versioning, allowing you to build a recurring project with tasks once and reuse them for each cycle by creating a new project from the template. Those templates allow updates as needed on new versions while keeping the history. Works in both Lightning and Classic  - reporting on the projects is enhanced by each task's rich information.

**What do you dislike about TaskRay?**

The most recent addition of Enhanced Filters has several limitations and is forced on May 10, 2023. Creating board filters and flex filters is simple enough. However, the Project selection leaves something to be desired. If you have projects with sub-projects and the project is collapsed, the Select All option does not choose the sub-projects. This lack of function has been frustrating to my team. In addition, the project list does not have an 'expand all' option for ease of correcting the above problem.

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

We are in the business of Student Success. TaskRay allows us to collaborate and keep track of enhancements and issues. We can quickly respond to system issues and support the development of improvements moving forward due to the TaskRay tool.  The calendar function in TaskRay gives us a forward view of upcoming releases, repeating tasks, time-sensitive work and allows us to plan accordingly. The ease at which tasks are assigned keeps our team on track, making us a successful group and valuable to the campus.

**Official Response from Corinne Oertel:**

> We appreciate your kind and honest review, Pam. Your feedback is important to us. Thank you!

  ### 22. Excellent Platform!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Catie B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 22, 2023

**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.

**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.

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

We have always needed a PM tool that would integrate with Salesforce and opportunities, TaskRay is the perfect solution to this.  The reporting and flexibility has been incredibly helpful for our team.

  ### 23. Great project management tool with amazing CSMs and support team

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 14, 2023

**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.

**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.

**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.

  ### 24. Great Tool for Project Management with a Great Product Support Team!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Case T. | Sr. Property Transitions Coordinator, Enterprise (> 1000 emp.)

**Reviewed Date:** March 06, 2023

**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.

**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).

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

Project status insight that our multiple departments can visually refer to for updates. Consolidated and organized communication.

  ### 25. Too much for us

**Rating:** 1.0/5.0 stars

**Reviewed by:** Verified User in Performing Arts | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 22, 2023

**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.

**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!

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

Not having another place to go when we're already in Salesforce.

  ### 26. TaskRay- Great Project Management Tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** John  D. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 07, 2023

**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.

**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.

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

TaskRay is solving the need for a robust PM tool that can offer users the ability to streamline processes and provide visibilty and insight into the status of a particular project being worked.

  ### 27. Well integrated Project Management tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 22, 2023

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

Salesforce native, highly customisable and easy to assign tasks/log activity

**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

**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

  ### 28. Dir. Of Operations

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dianne L. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 18, 2023

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

Lots of functionality. Keeps the team organized and helps with project management.

**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.

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

Helps us manager a large books of clients with a lot of organization and tools to get everyone on completely projects by certain due dates.

  ### 29. Has met our needs from the start and has been constantly adding  value

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 29, 2023

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

TaskRay is perfect for small business like ours! Appreciate the webinars and recordings.

**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.

**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.

  ### 30. Makes scheduling easy for large enterprise marketing teams

**Rating:** 4.5/5.0 stars

**Reviewed by:** Katie B. | Enterprise (> 1000 emp.)

**Reviewed Date:** May 18, 2023

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

Drag and drop scheduling and campaign view filters.

**What do you dislike about TaskRay?**

Wish there were different icons for campaign types.

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

We have dozens of marketing campaigns a month. Task Ray lets us visually see the full picture of the month or quarter, which helps us with contact management. Also, we can easily spread out our email volume so our IP reputation is not disrupted with uneven send volume.

  ### 31. TaskRay the premier customer onboarding and project management solution on the Salesforce platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeff K. | Chief Executive Officer, Information Technology and Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 06, 2022

**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.

**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.

**Recommendations to others considering TaskRay:**

Consider your options carefully and if you need a solution on Salesforce you should consider TaskRay

**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.

  ### 32. Robust but clunky

**Rating:** 3.0/5.0 stars

**Reviewed by:** Dan G. | Senior Solution Architect, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 19, 2023

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

The Kanban board of tasks is useful. The structure provides a strong framework for project management.

**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.

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

Team collaboration for user story tracking

  ### 33. TaskRay Exceeds Project Management Needs

**Rating:** 4.5/5.0 stars

**Reviewed by:** Paula J. | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 21, 2023

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

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.

**What do you dislike about TaskRay?**

Not having built-in resource management. It's an add-on product. Project management should have resource planning by default.

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

TaskRay is allowing us to seamlessly manage projects, tasks and timelines.

**Official Response from Corinne Oertel:**

> Paula— Thank you for taking the time to share your feedback. 

  ### 34. Great Salesforce-based Project Management tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 17, 2022

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

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.

**What do you dislike about TaskRay?**

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.

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

CRM-based project management. Tracking projects, project tasks and progress within the context of customer-centered projects. Ability to keep project progress on-platform where other customer data is tracked.

  ### 35. It's a good tool for project management and can be customized to fulfil different requirements.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Amira M. | PMO manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 08, 2022

**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.

**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.

**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

  ### 36. TaskRay helps manage our time, tasks and projects in a simple, yet effective manner

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brandon L. | Delivery Operations Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 17, 2022

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

I like the drag-and-drop user interface. Being able quickly assign a single task or many tasks is a time-saver!

**What do you dislike about TaskRay?**

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!

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

It is helping us solve project and task management. We're able to group Tasks into sprints, identify who owns a task and the related checklist items. Keeping all the details in one place has been helpful (e.g., loading files to the tab, links to resources, checklist items, etc.).

  ### 37. Enables good metrics and visibility on implementation projects inside Salesforce

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jim C. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 01, 2023

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

We are able to track both the number and duration of our onboardings and integration projects.

**What do you dislike about TaskRay?**

Users require a Salesforce license as well. That can get expensive.

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

1. Improving our Time to Value
2. Tracking implementation managers' workloads
3. Ensuring that our customers complete essential tasks

**Official Response from Corinne Oertel:**

> Thank you for taking the time to submit a review, Jim!

  ### 38. A MUST for any Project Management on Salesforce!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jason W. | Founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 08, 2022

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

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!

**What do you dislike about TaskRay?**

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.

**Recommendations to others considering TaskRay:**

You will not find a better Project Management tool on the Salesforce platform!

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

It allows us to track all of our user stories (TaskRay Tasks), time tracking, and with a small number of custom objects built on top of TaskRay we run all our projects for all our clients on TaskRay.

**Official Response from Corinne Oertel:**

> Thank you for your amazing review, Jason! Stay tuned for more resource management updates. 

  ### 39. The Best Choice for SaaS Implementation Teams

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ari K. | Vice President of Customer Experience, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 07, 2022

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

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.

**What do you dislike about TaskRay?**

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.

**Recommendations to others considering TaskRay:**

Ensure you have someone at your org who is, or can get, comfortable navigating Salesforce Setup.

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

Our implementation team manages a large caseload of customers at any given time and keeping track of their caseloads, various due dates, where they were in the implementation process for each customer, etc. was becoming a problem. We also did not have an accurate picture of how many staff hours it takes to implement each of our various types of customers. 
TaskRay has made it much easier for each of my Implementation Specialists to keep track of their customers. Their items next due are surfaced at the top of their homepage when logging in to Salesforce, so they can see very quickly what needs to be done that day, tomorrow, and the following week. 
As a supervisor, TR has given me better insight into each implementation project and I can see at a glance the status of each. This has changed the way I supervise my staff since I'm now able to spend more time supporting them as employees that I was spending getting a verbal status update from them every other week. 
We're also in the process of time tracking for our implementation projects, which will give me a clear picture of how much staff time is required for implementation so I can ensure we're covering our costs as a company. Prior to TaskRay, we've had loose estimates or "best guesses". It's been wonderful to be more data-informed.

  ### 40. Straight forward Project Management tool, very intuitive

**Rating:** 4.0/5.0 stars

**Reviewed by:** omar s. | Advisor, Project/Program Management, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 13, 2022

**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.

**What do you dislike about TaskRay?**

Some minor missing features and enhancements are required, especially when integrating with flux & Resources.

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

Having a centralized place for all projects, and managing resource utilization and capacity

  ### 41. Taskray is the best combo of so many different tools.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Katie D. | Operations Process Analyst, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 08, 2022

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

I love all the different views available within Taskray. The ability to have external users participate in a Taskray project and how easy it is to navigate the system.

**What do you dislike about TaskRay?**

Sometimes the time tracking is a little tedious to access and use.

**Recommendations to others considering TaskRay:**

Out of all the similar products I have used or looked into Taskray seems to be superior.

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

TaskRay helps to keep our whole team on the same page and make onboarding much easier, we are improving our process everyday through this tool. we recently started using the feature of a public link to send to client and that is a huge help.

  ### 42. Best tool for task orchestration

**Rating:** 5.0/5.0 stars

**Reviewed by:** Vijay A. | Salesforce Product Owner, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 08, 2023

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

The powerful automation capaibilities and easy to manage.

**What do you dislike about TaskRay?**

missing the feature to monitor the performance of the tool from a developer perspective and also understanding the data model.

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

Orchestration of the task to manage the project effectively and deliver on time.

**Official Response from Corinne Oertel:**

> Thank you, Vijay! We appreciate your 5-star review.

  ### 43. Good Salesforce app - if you have project management experience.

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 15, 2022

**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.

**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.

**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.

  ### 44. TaskRay is an easy to use Project Management Tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kelly L. | Project Manager / Salesforce Administrator, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 24, 2022

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

The TaskRay interface is easy to use and allows you several different view styles to choose from based on your preferences to manage your Projects and Tasks.  The integration with Salesforce offers flexibility allowing you to customize what you want to see in TaskRay.  Using SF Automation tools, we were able to easily create and replicate project templates for all aspects of our business related to Onboarding, Support Development Work, and Professional Services offered.   Additionally, the support team is very responsive and great to work with.  

**What do you dislike about TaskRay?**

They could have some better licensing options for smaller companies with different types of access.

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

It enables us to build automated processes to create projects for our team to manage all aspects of our business.

  ### 45. Good for time tracking

**Rating:** 4.0/5.0 stars

**Reviewed by:** Vera A. | Salesforce Developer, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 18, 2022

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

It indicates the tasks that are overdue by end date, the time tracking (timesheet) shows the time by week and by project

**What do you dislike about TaskRay?**

Sometimes it's a bit slow and I have to exit a task and enter again for the checklist point to be saved
It doesn't let me hide checklist items by default 
I wish we could add more detail in each checklist item

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

It helps the company track our billable time and not billable and allows us to perceive how we can be more productive

  ### 46. We use TaskRay in PMO tasks in Outseer company

**Rating:** 4.0/5.0 stars

**Reviewed by:** Menna E. | PMO, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 08, 2022

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

Project Plans, template hub, customizations

**What do you dislike about TaskRay?**

dependencies takes time to reflect on all tasks

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

expand all, collapse all, insights

  ### 47. Excellent Support/Onboarding Project Management Tool

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 17, 2022

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

The flexibility of core tools, combined with the level of granularity that can be achieved for reporting.

**What do you dislike about TaskRay?**

Inability to set and view tasks by hour, utilising a calendar to schedule meetings and notify the user of calender/task conflicts based on hours set. Inability to move tasks, via the planner, to specific days whilst reassigning to new users.

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

Cases and List Views aren't sufficient for agents to schedule and prioritise work. Complex work, rarely performed, or when agents deal with a large volume of work that requires multiple actions are much easier to handle with TaskRay.

  ### 48. Great PM Tool!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 10, 2022

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

I love that we can eliminate the use of excel and sheets with TaskRay while being to stay within the Salesforce application.

**What do you dislike about TaskRay?**

We do not have the ability to track time to cases/non-project specific work.

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

Elimination of meetings - we can send out reports that show leaders and clients what work is being done and the timelines of projects.

  ### 49. It is a powerful tool but definitely needs to be more user friendly.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Anna K. | ​Client Success Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 06, 2022

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

Reporting capabilities within salesforce

**What do you dislike about TaskRay?**

The plan view and time tracking for each task. 
Customer support (account manager) hard to get in touch with our account manager

**Recommendations to others considering TaskRay:**

Need to fully understand salesforce to use taskray

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

keeping the whole team aligned for each project. It helps us be more organized

  ### 50. TaskRay is a replica of Project Management processes

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rajesh  P. | SW Project Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** July 06, 2022

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

Categorization of Task Group & associated activities or Tasks

**What do you dislike about TaskRay?**

sometimes I feel there is too much detail expected from us

**Recommendations to others considering TaskRay:**

If one needs to know Project Management Processes / strategies / Tasks, Please start using TaskRay.

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

Not yet come across any problems as such


## 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?section=pricing&secure%5Bexpires_at%5D=2026-05-20+17%3A08%3A06+-0500&secure%5Bsession_id%5D=b90e9c09-c542-4d63-bb2c-8f348aa2884f&secure%5Btoken%5D=79b32d2a08f91770334a7bc7cdd999f317dfe220f63c0fb910dd0f43b7324341&format=llm_user)
## TaskRay Integrations
  - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)
  - [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)

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

**Planning**
- Resource Definiton
- Capacity
- Scheduling

**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

**Optimization**
- Performance
- Forecasting
- Corrections

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

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

**Project Tracking**
- Monitoring
- Resources
- Content
- Tasks
- Optimization

**Resource Management**
- Resource Definiton
- Capacity
- Scheduling

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

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

**Project Monitoring**
- Baselining / KPIs
- Resource Allocation
- Dashboards

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

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

**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

**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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