Moving to TaskRay has been a really positive experience for our company’s client-facing project team. From the start, TaskRay’s implementation process was quite thorough -- our onboarding specialist worked with us to map our business processes to the new tool. She was able to hold our hand where we needed it, and she walked our team through a knowledge handoff to get us cut over with minimal disruption. We liked (and needed) the fact that TaskRay is highly customizable. We chose the tool in large part because it’s built in Salesforce, and our Salesforce admins who were already well-versed in customizing objects on the Salesforce platform were able to add custom functionality in TaskRay relatively easily. Similarly, our Salesforce power users were easily able to adapt to the tool’s look and feel. Other features we like are the full sandbox environment and the Gantt chart which we found very easy to adapt to the business.

The support team is top-tier. We have had several feature requests go live since purchasing the tool last year. Shoutout to Patherson for always replying quickly when we are in a pinch. Feature-wise, we love the ability to view projects in Kanban, GANTT, and checklist views. It helps keep our PM and services teams super organized in views customized to each team. The Flux Planner dashboard also helps our PMs assign resources to projects in a timely manner.

The powerful automation capaibilities and easy to manage.