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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Verified User in Hospital & Health Care

Mid-Market (51-1000 emp.)

5/20/2021

"TaskRay Review"

2.5/5

What do you like best about TaskRay?

The organization aspects that it provides Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

the UI could use a bit of work in my opinion Review collected by and hosted on G2.com.

Anna P.

Deployment Project Manager

Small-Business (50 or fewer emp.)

7/27/2020

"Schoology Onboarding TaskRay Review"

5/5

What do you like best about TaskRay?

That it is already directly embedded in the SFDC platform Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

Setting up some of the automation can be tricky, but that is expected Review collected by and hosted on G2.com.

Recommendations to others considering TaskRay:

It makes implementation much easier/smoother when you have someone leading the charge who is already very familiar with the back end of SFDC Review collected by and hosted on G2.com.

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

line item task tracking is extremely valuable, and the data we are able to extract from that helps us run our business even better. Review collected by and hosted on G2.com.

Yvonne G.

Board Of Directors Amcor Flexibles Kreuzlingen AG

Mid-Market (51-1000 emp.)

7/1/2020

"Seamless collaboration"

4.5/5

What do you like best about TaskRay?

The tool’s functionality, easy configuration, flexibility and customer support boosts our customer-facing activities that is using Salesforce backbone data for all kinds of project management work. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

So far everything has worked very well. Review collected by and hosted on G2.com.

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

We have used Salesforce across our global organization for some time. One of our goals is to link our commercial, R&D and business onboarding activities into one clear pipeline and one version of the truth. TaskRay has given us the capability to effectively and seamlessly capture, project-manage and report on our customer projects from sales through the development and commercial ramp-up in a single global platform. We are excited about the opportunity to deliver a step change in cross-functional collaboration and effective project management Review collected by and hosted on G2.com.

Angela G.

Director, Customer Success

Small-Business (50 or fewer emp.)

7/28/2020

"Great tool for project management"

4/5

What do you like best about TaskRay?

I love the Salesforce integration, ease of use, and makes it easy for teams to collaborate on a single project. It helps teams stay on track with due dates and custom views. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

It takes effort from a SF admin to customize. Review collected by and hosted on G2.com.

Staci H.

Integration Specialist

Enterprise (> 1000 emp.)

9/24/2019

"Good project management tool and support team"

3/5

What do you like best about TaskRay?

I like that it integrates with Salesforce and everything is customizable within the project management system. Because it's within Salesforce, you can build out dashboards and reports for projects, similar to how we'd already been building reports for the CRM side, along with getting to use Chatter within TaskRay. Also, the support team at TaskRay is phenomenal! Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

The downside about TaskRay is it's not the most user friendly from the admin side. For someone who may not have much experience in building out customized objects through behind-the-scenes coding, it can be slightly tough to navigate through any necessary changes. Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

7/28/2020

"Adaptable and flexible to meet your needs."

4/5

What do you like best about TaskRay?

TaskRay is adaptable and to fit our ever changing process. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

Occasionally it requires more expert SalesForce knowledge to achieve the changes you require. Review collected by and hosted on G2.com.

Verified User in Hospital & Health Care

Small-Business (50 or fewer emp.)

8/3/2020

"One stop shop."

4/5

What do you like best about TaskRay?

The easy in which tasks and projects can be built and moved through the phases of a project. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

Sharing permissions are complex and have many dependencies on Salesforce. Review collected by and hosted on G2.com.

Peter B.

Designer

Small-Business (50 or fewer emp.)

9/3/2019

"Great for Project Management!"

4.5/5

What do you like best about TaskRay?

We have all our current Design Projects loaded in to Task Ray. This allows us to delegate tasks correlated to numerous projects at any point in its DD life cycle with a due date to increase accountability for even the smallest of tasks. As a constant Task Ray user it also increases productivity and allows the user to make their own tasks and goals within it. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

Requires total adoptions by our project team. Many times tasks are not given through task ray because it is simply overlooked on a daily basis. Review collected by and hosted on G2.com.

Recommendations to others considering TaskRay:

Give it a try if your team struggles to balance tasks at all levels of involment Review collected by and hosted on G2.com.

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

Greatly increases organization between project team and designers. Increases accountability across all project managers and also allows us to never miss a deliverable through our DD stiches Review collected by and hosted on G2.com.

Brendan C.

Senior Salesforce Consultant

Computer Software

Small-Business (50 or fewer emp.)

8/30/2019

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

"Amazing Tool"

5/5

What do you like best about TaskRay?

It is easy to customize and to visualize what needs to be done Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

The Completed Status apparently has to be at the end of the Kanban view. I would like to be able to put Deferred as the last one so that it is out of sight, but it seems like it breaks some of the overall process if one moves the Completed Status to another location. Review collected by and hosted on G2.com.

Recommendations to others considering TaskRay:

TaskRay is a fantastic tool for Project Management and allows the ability to quickly see the overall health of a project Review collected by and hosted on G2.com.

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

Project management is much easier for both myself and clients. It is easy to see what has to be done, what has been done, and what is going to be in a separate phase. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

9/3/2019

"Neutral"

2.5/5

What do you like best about TaskRay?

I like the simple design and how the flow is nicely visible. It is mandatory to use Taskray for all the projects in my company now. Before, the company used to highly depend on emails which you can easily get lost in a ton of information or miss important information. Also it is harder to track past emails than you expect. Now we can have a chat feature per project, with that we can avoid getting confused among different projects. Also, we can visualize what is going on even you are newly joined to the project. Review collected by and hosted on G2.com.

What do you dislike about TaskRay?

I prefer the notification setting to be flexible. Also, it is nicer if we can see the percentage of completion of each work item. Also, I want the project phases to be modifiable since each company has its unique workflow. For example, there can be ice box, emergency, in progress, checked(among team), double-checked(qualified by a manager or upper person).. I am excited to see Taskray will be something you can customize more. Also, though we can assign people, there can be project roles next to their names. In a bog company teaming up with different people, you don't always track what each person is responsible for. Review collected by and hosted on G2.com.

Recommendations to others considering TaskRay:

Very easy to set work items with assigning people. Review collected by and hosted on G2.com.

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

I am solving our problems to see the big picture of project with Taskray. In emails, we tend to explain a lot and do not really show workflows as a big picture. In Taskray, there is a clear boundary of big picture VS detailed chat for each item. This is very helpful. Review collected by and hosted on G2.com.