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

Overview by

Lindsey Kocel

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

View More Pricing Information

TaskRay Integrations

(3)

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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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.

Dan G.

Senior Solution Architect

Mid-Market (51-1000 emp.)

5/19/2023

"Robust but clunky"

3/5

What do you like best about TaskRay?

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

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. Review collected by and hosted on G2.com.

Paula J.

Mid-Market (51-1000 emp.)

2/21/2023

"TaskRay Exceeds Project Management Needs"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Corinne Oertel of TaskRay

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

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

11/17/2022

"Great Salesforce-based Project Management tool"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Amira M.

PMO manager

Mid-Market (51-1000 emp.)

12/8/2022

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

4/5

What do you like best about TaskRay?

About the tool: flexibility, customisable, allows to have a single source of truth for all project information and by gathering this info we manage to create essential reports.

The team is very helpful and friendly. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

- TaskRay/Flux can do very easy changes from the backend and save us a lot of customisations - OOB customization packages.

- The integration between TaskRay and Flux needs to be enhanced. Review collected by and hosted on G2.com.

Brandon L.

Delivery Operations Manager

Mid-Market (51-1000 emp.)

11/17/2022

"TaskRay helps manage our time, tasks and projects in a simple, yet effective manner"

5/5

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! Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Jim C.

Mid-Market (51-1000 emp.)

3/1/2023

"Enables good metrics and visibility on implementation projects inside Salesforce"

4.5/5

What do you like best about TaskRay?

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

What do you dislike about TaskRay?

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

Response from Corinne Oertel of TaskRay

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

Jason W.

Founder

Small-Business (50 or fewer emp.)

7/8/2022

"A MUST for any Project Management on Salesforce!"

5/5

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering TaskRay:

You will not find a better Project Management tool on the Salesforce platform! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Corinne Oertel of TaskRay

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

Ari K.

Vice President of Customer Experience

Mid-Market (51-1000 emp.)

7/7/2022

"The Best Choice for SaaS Implementation Teams"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Recommendations to others considering TaskRay:

Ensure you have someone at your org who is, or can get, comfortable navigating Salesforce Setup. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

omar s.

Advisor, Project/Program Management

Small-Business (50 or fewer emp.)

11/13/2022

"Straight forward Project Management tool, very intuitive"

4/5

What do you like best about TaskRay?

Easy navigation, necessary fields for reporting are already there out of the box. It's customizable within the salesforce environment so you can perform flows and automations between opportunities and projects for example.

Great Customer support, always a fast response.

Product team is always listening and releasing updates. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

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