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

Product Description

TaskRay helps businesses onboard customers faster and more efficiently. By using TaskRay’s templating and automation functions high tech, SaaS, Wealth Management, Manufacturing, and Franchising businesses can build systems that scale whether they have 100 customers or 10,000 customers.

Overview by

Lindsey Kocel

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

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TaskRay Integrations

(2)

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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G2 reviews are authentic and verified.

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Aniruddha V.

Mid-Market (51-1000 emp.)

5/6/2021

Business partner of the seller or seller's competitor, not included in G2 scores.

"Good Project Management tool"

4.5/5

What do you like best about TaskRay?

I used Taskray with Salesforce. It has excellent Integration services with Salesforce. The projects, project tasks were synced with salesforce very smoothly. The customer support is also outstanding and is always ready to help. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

The pricing is very high, and there are many items on a single screen which makes the screen look complex. Review collected by and hosted on G2.com.

Verified User in Media Production

Small-Business (50 or fewer emp.)

7/7/2022

"Very good from onboarding to launching."

4/5

What do you like best about TaskRay?

good support, easy to use and understand. Enables good overview for all teams. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

Sometimes rearranging order of task groups within project is hard to do. Review collected by and hosted on G2.com.

Lauren M.

Training & SOP Manager

Mid-Market (51-1000 emp.)

11/30/2021

"TaskRay keeps me organized!"

4.5/5

What do you like best about TaskRay?

I like how easy it is to assign tasks and how you can attach attachments and add checklist items. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

It's a bit difficult to customize but I'm not too tech savvy. Those that are have been able to customize it to our needs. Review collected by and hosted on G2.com.

Verified User in Consumer Services

Mid-Market (51-1000 emp.)

9/28/2021

"Customer First Company"

4/5

What do you like best about TaskRay?

The support we receive when we open a case is always incredibly quick and efficient. If they do not have the answer to the question right away they will immediately offer to jump on a call.The system integrates well with Salesforce which is nice for reporting. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

It can be a little clunky at times- I wish there were more customizable features, especially with views and displays. Review collected by and hosted on G2.com.

David J.

Salesforce Admin

Mid-Market (51-1000 emp.)

6/1/2021

"Taskray Helps Track Projects and Tasks in an easy to manage format"

5/5

What do you like best about TaskRay?

I like that the interface is simple and easy to use, while also being visually appealing Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

I haven't found anything with the program thus far that makes I dislike. Review collected by and hosted on G2.com.

Recommendations to others considering TaskRay:

Taskray will require user buy-in, so be sure to have that in mind with building, implementing, and managing. Review collected by and hosted on G2.com.

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

Currently, we use Taskray with Salesforce to automatically generate tasks when a record type is creating, making sure that everyone is aware that change is needed and the steps required by each to accomplish our goal. Review collected by and hosted on G2.com.

Vivian R.

Transaction Coordinator

Enterprise (> 1000 emp.)

5/6/2021

"not what I was looking for"

3.5/5

What do you like best about TaskRay?

I like that you can create lists that keep you organized and can help when you are working on a project within a group. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

I think there are better task management systems available and I wouldn't reccomend this to other people in the workforce. Review collected by and hosted on G2.com.

Recommendations to others considering TaskRay:

I would reccomend looking into a few options before choosing a task manager. This platform has useful tools but I believe based on past experiences that there are better tasks management sites for companies. Review collected by and hosted on G2.com.

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

You are able to create lists for tasks for a project, meeting, etc and it can keep you and you colleagues on the task at hand. Review collected by and hosted on G2.com.

Verified User in Hospital & Health Care

Mid-Market (51-1000 emp.)

5/18/2021

"Effective Digital Tool for Repetitive Projects"

4/5

What do you like best about TaskRay?

TaskRay integrates with Salesforce easily and provides virtually unlimited customization options, which give it diverse applications. Once a template is built, it's pretty simple to replicate the project for similar endeavors. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

For one-off projects TaskRay is more trouble than it's worth in some instances since there is a fair amount of setup and manual work to make it effective. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management

Mid-Market (51-1000 emp.)

8/17/2021

"A lot of steps"

3/5

What do you like best about TaskRay?

I like that it can get very granular and things can be assigned and divided into subtasks Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

There are a lot of clicks involved with every step and it feels cumbersome. I dread going into it to set up a project Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

7/15/2021

"Gets the job done"

3.5/5

What do you like best about TaskRay?

Helps to visualize the different stages of a project. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

Haven't found an easy way to close projects and to back to previously closed projects to log more time on those if needed essary. Review collected by and hosted on G2.com.

Manuel A.

Small-Business (50 or fewer emp.)

7/30/2020

"Best Project Management Solution in Salesforce"

4/5

What do you like best about TaskRay?

TaskRay has allowed our team of seven to execute on project management, with a visual approach to task creation, delegation and tracking. The new "My work" tab introduced last year has been very good, especially in the row view, grouped by project. This allows managers and staff to quickly look at prioritized tasks and quickly reschedule and move things along. It kinds of replaces the Gant view, which is often too complex for our needs, but it is great to have it, once managers develop an appreciation for the "critical path" concept. We have modified what the cards display to show the things that we need (custom fields), and that flexibility is great. Of course Kanban view is great, but again the switching Kanban-Row-Calendar is very powerful to adapt to diverse visual styles people have, and their own workflow style. Tasks groups are great. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

People have a hard time with the filters, and it is not always easy to configure filters and get the results that you want. Often people just do not find an easy screen to see the tasks delegated to them, because they are only on a checklist, so that makes it difficult to filter.

In general the friction happens at that level for us: we heavily use checklists to "delegate", and normally the Executive Director will create a task and assign it as an owner to the Program Director, which in turn will create or not checklists for staff. To get the right visibility for all users, using filters is quite difficult. Always some filter is in the way and a task is hidden from the user, and only "select all" is the solution, but then that is overwhelming. I imagine a "sub-task" concept rather than a checklist could be useful.

The Mobile app is really not very good. Review collected by and hosted on G2.com.

Recommendations to others considering TaskRay:

Invest in the initial setup. Invest in user training. Stick to it. Discontinue Salesforce Tasks all together, so only tasks are created in SF (until they make this possible). Have people start the day with their "MyWork" in taskray. Review collected by and hosted on G2.com.

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

We are solving the coordination problems that come with implementing an internship program with 8 different "projects" in addition to "managament/admin" projects. We tried to use Salesforce tasks and some third part apps such as Delegated Tasks, , but that did not work. We need to have a clear view of the milestones of each project and how tasks are connected to reaching the milestones. We try to deploy the entire set of tasks per project at the beginning of the year (a set of activities such as field events, meetings, etc.) to make deliverables visible and then managers use that to see progress along the way and what is left behind./ Review collected by and hosted on G2.com.