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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Katie D.

Operations Process Analyst

Small-Business (50 or fewer emp.)

7/8/2022

"Taskray is the best combo of so many different tools."

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

Sometimes the time tracking is a little tedious to access and use. Review collected by and hosted on G2.com.

Recommendations to others considering TaskRay:

Out of all the similar products I have used or looked into Taskray seems to be superior. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Vijay A.

Salesforce Product Owner

Mid-Market (51-1000 emp.)

3/8/2023

"Best tool for task orchestration"

5/5

What do you like best about TaskRay?

The powerful automation capaibilities and easy to manage. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Corinne Oertel of TaskRay

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

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

7/15/2022

"Good Salesforce app - if you have project management experience."

3.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Kelly L.

Project Manager / Salesforce Administrator

Small-Business (50 or fewer emp.)

6/24/2022

"TaskRay is an easy to use Project Management Tool"

4/5

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. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

They could have some better licensing options for smaller companies with different types of access. Review collected by and hosted on G2.com.

Vera A.

Salesforce Developer

Small-Business (50 or fewer emp.)

7/18/2022

"Good for time tracking"

4/5

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Menna E.

PMO

Small-Business (50 or fewer emp.)

12/8/2022

"We use TaskRay in PMO tasks in Outseer company"

4/5

What do you like best about TaskRay?

Project Plans, template hub, customizations Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

dependencies takes time to reflect on all tasks Review collected by and hosted on G2.com.

Verified User in Telecommunications

Small-Business (50 or fewer emp.)

11/17/2022

"Excellent Support/Onboarding Project Management Tool"

4/5

What do you like best about TaskRay?

The flexibility of core tools, combined with the level of granularity that can be achieved for reporting. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

11/10/2022

"Great PM Tool!"

4/5

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. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

We do not have the ability to track time to cases/non-project specific work. Review collected by and hosted on G2.com.