# 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 find TaskRay easy to use, thanks to its **seamless integration** with Salesforce and intuitive project management features. (7 reviews)
- Users find **easy integration** with Salesforce crucial for seamless project management and enhanced collaboration. (7 reviews)
- Users praise the **seamless Salesforce integration** of TaskRay, enhancing project management and client collaboration effortlessly. (7 reviews)
- Users appreciate the **seamless Salesforce integration** of TaskRay, enhancing project collaboration and overall efficiency. (6 reviews)
- Users commend TaskRay for its **strong structure and flexibility** , enhancing project management and customer collaboration effectively. (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 note significant **scheduling limitations** in TaskRay, impacting project management and requiring better access management support. (4 reviews)
- Users experience **inefficient task management** in TaskRay, particularly when handling complex projects with heavy dependencies. (3 reviews)
- Users find TaskRay's interface **overwhelmingly complex** , requiring extensive time and effort to master and manage effectively. (2 reviews)
- Users find the **difficult customization** of TaskRay overwhelming, requiring significant time and effort to understand. (2 reviews)
- Users note a **steep learning curve** with TaskRay, making adoption challenging 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 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?page=6&section=pricing&secure%5Bexpires_at%5D=2026-05-14+19%3A44%3A57+-0500&secure%5Bsession_id%5D=0afbadc0-6e6f-491c-bd6c-09e45b6ae398&secure%5Btoken%5D=081909e92a2e7f88c5c0a6a8f233b78f358cd617b2e3feb1a4f01a79dc75e6bd&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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