TaskRay Reviews & Product Details

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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

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.

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.

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

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