TaskRay Reviews & Product Details

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

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

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

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

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.

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

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.

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

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.

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.

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

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

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.

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

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.

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.

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

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.

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.

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.