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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Carolyn H.

Small-Business (50 or fewer emp.)

7/27/2020

"Our onboarding process did a 180º thanks to TaskRay!"

5/5

What do you like best about TaskRay?

I love that TaskRay is built into Salesforce. We can see all project details in one place, alongside any opportunities or recent communication activity. With so many projects running simultaneously with different timelines and milestones, TaskRay has completely changed our efficiencies with onboarding new customers. The out of the box reporting is a big bonus. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

I wish "view only" licenses were not the same cost as normal licenses. We have a number of people in our org who would benefit from seeing that there is an active project going on but do not need to know the nitty-gritty details of every task and milestone. Review collected by and hosted on G2.com.

Recommendations to others considering TaskRay:

It can take some time to set up. We started small and figured out our project templates first and are still making minor changes as we go and we are about 6+ months in. I still feel there are tools we can grow into and utilize more overall. Review collected by and hosted on G2.com.

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

Before TaskRay, we were using a combination of Trello, Google Sheets, Emails, etc to manage our projects. It was easy to lose track of a task or miss a deadline with all of the moving pieces. We have cut down on the un-needed back and forth communication ("Can you give me an update on x,y,z?") and saved time in the process. It is also helping point out common roadblocks so we can adjust our processes as our business grows. Review collected by and hosted on G2.com.

Verified User in Automotive

Mid-Market (51-1000 emp.)

11/19/2020

"Keeps a large, complicated team on track"

4/5

What do you like best about TaskRay?

We find the plan view so helpful in visualizing the work to do and the dependencies to get there. With so many projects running concurrently (100+) we needed a tool that could help us stay on top of everything in our queue. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

It makes it hard to visualize the types of work and where we may have resource constraints. We've had to build some custom board filters to try to get a visual on the creative workload. Review collected by and hosted on G2.com.

Recommendations to others considering TaskRay:

Make sure you have your processes in place before implementation so everyone on the team uses it consistently. Review collected by and hosted on G2.com.

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

We're able to make sure our projects follow a defined path with the Taskray templates. It also helps us set realistic deadlines being able to visualize a project start to finish. Review collected by and hosted on G2.com.

Chantel G.

Integration Systems Engineer III

Mid-Market (51-1000 emp.)

7/16/2020

"TaskRay is an amazing project management tool"

5/5

What do you like best about TaskRay?

The ability to create different tasks within the project and assign them to different people within the organization is priceless. Keeps all employees working on a project together aligned. Once you are assigned a project you can then add tasks that are personal to you and what you are doing on that project, as well as checklists to keep you on track for your goals. If you know specific tasks for others you can add those as well. Keep everyone aligned, and keep the customer happy! Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

I wish it had a nicer interface, more modern look versus what looks like it hasn't been updated in quite some time. I also would appreciate it if there was a way to "ask permission" to add someone to a project, versus just being allowed to add them. It would prevent unneeded people from being added to a project. Review collected by and hosted on G2.com.

Recommendations to others considering TaskRay:

If you are looking for an amazing tool for project management, to keep all project team members aligned, this is your tool. Review collected by and hosted on G2.com.

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

I manage many projects, over many months. TaskRay allows me to keep my projects aligned, know when everything is due, and keep up on all of the tasks related to said project. With an easy drag and drop, I can add others to the tasks, in which they would then be notified that they have said task in need of completion. It has been an important tool in order to keep my projects organized, on time, and the timeline achievable. Review collected by and hosted on G2.com.

Jennifer S.

Small-Business (50 or fewer emp.)

11/19/2020

"Upgraded our project tracking"

5/5

What do you like best about TaskRay?

Before TaskRay we were tracking our projects via excel and multiple emails between clients and consultants. Now all history is easily accessible in one place for all our consultants to view and track. Some of our projects run several years with multiple consultants and TaskRay makes it easy for everyone to be on the same page without meetings. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

Reporting off multiple tables and fields is sometimes difficult to produce. Review collected by and hosted on G2.com.

Verified User in Mechanical or Industrial Engineering

Mid-Market (51-1000 emp.)

11/23/2020

"Awesome customer success and tech support team!"

5/5

What do you like best about TaskRay?

Taskray has a great UI, blends perfectly with Salesforce Lightning. Also, their support staff responds quickly to any technical questions and they're always working hard to make sure we are satisfied. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

Minor UI bugs which I think will be sorted out once the company grows. For example, the Plan view doesn't work well when a lot of projects are selected on the board. Again, I think things like this will be resolved as they continue to evolve the software. Review collected by and hosted on G2.com.

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

We use TaskRay for project management and its really helping us collaborate better (many moving parts to our projects) and hold team members accountable. Previously, work was assigned using Outlook and up to each person to manage their assignments. Now, we use TaskRay to assign all work needed for a project to be completed. It's really helped increase transparency and efficiency within our business. Review collected by and hosted on G2.com.

Verified User in Human Resources

Mid-Market (51-1000 emp.)

5/18/2021

"TaskRay is great for easily keeping track of mulitple projects."

4.5/5

What do you like best about TaskRay?

I like how it allows you to track dates and how long each step in a project took. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

The processes are very manual. It could also be better organized. Review collected by and hosted on G2.com.

Jeff K.

Mid-Market (51-1000 emp.)

5/21/2020

"TaskRay - An outstanding tool for Customer Onboarding and Project Management in Salesforce"

5/5

What do you like best about TaskRay?

TaskRay has built a beautiful UI over the years in Salesforce and is one of the cleanest and best project management apps on the AppExchange today. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

They don't currently integrate well with external file storage apps that connect to Salesforce. There are some options but you can't get the same features you have access to with native Salesforce file storage. If you want to use another file storage in Salesforce like google drive, box.com, sDrive by Cyangate or anything else you should expect a lesser experience than you have with native files. Review collected by and hosted on G2.com.

Recommendations to others considering TaskRay:

Take a look at the variety of project management options to figure out what works for you. If you want it inside of Salesforce TaskRay is a strong candidate for any business! Review collected by and hosted on G2.com.

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

Our Marketing team internally had challenges managing projects. This has completely changes how they do things and provided major gains to their business processes. Review collected by and hosted on G2.com.

Verified User in Retail

Small-Business (50 or fewer emp.)

5/27/2021

"Great place to make extra cash"

5/5

What do you like best about TaskRay?

So easy to use, simply login and get your tasks Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

I find myself constantly completing tasks most of the time Review collected by and hosted on G2.com.

Justin T.

Mid-Market (51-1000 emp.)

8/2/2020

"Productive lightning skin for project management needs"

3.5/5

What do you like best about TaskRay?

Lightning UI skin on top of SFDC has lots of good functionality

CSM support was great once asked for! Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

Automation is based on Process Builders, which can be rather cumbersome if you're needing more nuance or createing custom APEX

Object schema/ OOB functionality and settings are not clear in the initial documentation

Licensing was tricky to understand between Admin/Read-only/Community users Review collected by and hosted on G2.com.

Recommendations to others considering TaskRay:

Understand how many requirements are solved by OOB solution. If you need to further customize or create code, consider speaking with AE/solution engineers first to understand limitations. Review collected by and hosted on G2.com.

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

Project management tracking for professional services projects Review collected by and hosted on G2.com.