# TaskRay Reviews **Vendor:** TaskRay **Category:** [Task Management Software](https://www.g2.com/categories/task-management-software) **Average Rating:** 4.3/5.0 **Total Reviews:** 161 ## About TaskRay 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. ## TaskRay Pros & Cons **What users like:** - Users find TaskRay easy to use, thanks to its **seamless integration** with Salesforce and intuitive project management features. (7 reviews) - Users find **easy integration** with Salesforce crucial for seamless project management and enhanced collaboration. (7 reviews) - Users praise the **seamless Salesforce integration** of TaskRay, enhancing project management and client collaboration effortlessly. (7 reviews) - Users appreciate the **seamless Salesforce integration** of TaskRay, enhancing project collaboration and overall efficiency. (6 reviews) - Users commend TaskRay for its **strong structure and flexibility** , enhancing project management and customer collaboration effectively. (6 reviews) - Users value the **seamless project management** and collaboration capabilities of TaskRay, enhancing client experiences with outstanding organization. (6 reviews) - Users appreciate the **automation capabilities** of TaskRay, streamlining project processes and enhancing overall efficiency. (5 reviews) - Features (5 reviews) - Flexibility (5 reviews) - Users appreciate the **real-time updates** from TaskRay, enhancing project visibility and improving team collaboration and efficiency. (5 reviews) **What users dislike:** - Users note significant **scheduling limitations** in TaskRay, impacting project management and requiring better access management support. (4 reviews) - Users experience **inefficient task management** in TaskRay, particularly when handling complex projects with heavy dependencies. (3 reviews) - Users find TaskRay's interface **overwhelmingly complex** , requiring extensive time and effort to master and manage effectively. (2 reviews) - Users find the **difficult customization** of TaskRay overwhelming, requiring significant time and effort to understand. (2 reviews) - Users note a **steep learning curve** with TaskRay, making adoption challenging for those unfamiliar with Salesforce. (2 reviews) - Users find **limited customization** options challenging, emphasizing a need for better control over email notifications and interface simplicity. (2 reviews) - Organizational Issues (2 reviews) - Overwhelming Experience (2 reviews) - Project Management Issues (2 reviews) - Scheduling Issues (2 reviews) ## TaskRay Reviews ### 1. Taskray Brings Structure, Visibility, and Predictable Project Delivery **Rating:** 5.0/5.0 stars **Reviewed by:** Melissa B. | Director of Custoner Support, Mid-Market (51-1000 emp.) **Reviewed Date:** February 03, 2026 **What do you like best about TaskRay?** Taskray has become a core part of how we manage projects and delivery. It gives us strong structure and visibility while still being flexible enough to support different implementation types. Having standardized project plans, clear milestones, and dependency tracking has made our delivery process more consistent and predictable. The Salesforce-native experience is a big plus for us, and it’s easy for teams to adopt and use day to day. **What do you dislike about TaskRay?** There is some initial setup and planning required to fully align Taskray with your delivery model, but once it’s configured, the payoff is well worth it. **What problems is TaskRay solving and how is that benefiting you?** Taskray helps us manage complex implementations with better visibility, accountability, and coordination across teams. It has improved our ability to identify risks earlier, standardize execution, and keep everyone aligned around the same plan. As a result, our delivery process is more efficient, and we’ve seen improved consistency and overall outcomes. ### 2. Seamless Salesforce Integration Makes Task Management Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Brandon O. | Lead Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2026 **What do you like best about TaskRay?** I love that TaskRay is native to Salesforce. It’s a huge advantage to be able to create reports not only from TaskRay, but as well as combining them with other objects and fields that we already use in Salesforce even prior to using TaskRay. **What do you dislike about TaskRay?** Minor inconveniences but it can be slightly laggy when trying to move tasks or task groups around. **What problems is TaskRay solving and how is that benefiting you?** No project manager manages their projects the same. The same can be said for note/record keeping. TaskRay has allowed my team to have a one stop shop for all of our notes, tasks, dates, deadlines, statuses, etc. No more searching for info in different places for different PMs. ### 3. Efficient Project Management with TaskRay, but Scheduling and Access Controls Need Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Ifeoma E. | Operational Supervisor , Health, Wellness and Fitness, Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2025 **What do you like best about TaskRay?** TaskRay operates seamlessly with Salesforce, and this ensures no confusion or complex integrations All the repeated processes have pre-built templates that ensures easy tasks automation We consistently view tasks projects, and flexible solutions are deployed to ensure more results are delivered TaskRay has consolidated capacity management, where resources are precisely utilized and no overloads The internal updates snd collaborations ensures there is transparency We standardize most of our projects using this software, creating a manageable growth cycle **What do you dislike about TaskRay?** TaskRay has poor scheduling capabilities, which could make it easy to run projects The part of access management needs clear set up and support to manage privacy and control access **What problems is TaskRay solving and how is that benefiting you?** TaskRay gives a consistent project planning process, where no restrictions or constraints that occurs in the process The visibility of our project progress makes the software more conventional and we record high levels of performance The program is systematically automated, eliminating chances of errors, and the availability of templates makes the program more effective TaskRay is results oriented, focusing on delivery and execution of tasks to improve productivity The management of our team capabilities is also something the vendor has precisely managed ### 4. The best project management system we've seen in 20 years **Rating:** 5.0/5.0 stars **Reviewed by:** Jason R. | President and Principal Consultant, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2025 **What do you like best about TaskRay?** What I like best about TaskRay is how seamlessly it enables collaboration with our customers during Sage Intacct implementations. Because it’s built on Salesforce Experience Cloud, we can bring customers directly into the project workspace to collaborate in real time—task lists, deliverables, due dates, communications, and file sharing are all in one organized, transparent space. Our customers consistently tell us how much they value the clarity and accountability TaskRay provides. Equally important, TaskRay lives entirely within our Salesforce environment. That means all project data benefits from the same enterprise-grade security, backup, and compliance measures we already have in place, giving us and our clients complete peace of mind. From a customization perspective, the flexibility is unmatched. We’ve tailored TaskRay screens and workflows for both our staff and customers using standard Salesforce tools like Apex and Flows, and we’ve even automated our entire project setup process. This level of control ensures our implementation methodology is consistent, efficient, and perfectly aligned to each client engagement. In short, TaskRay combines security, flexibility, and an outstanding customer experience in a way no other project management tool we’ve seen in our nearly 20 years of business has come close to matching. **What do you dislike about TaskRay?** The only area where we’d like to see improvement is in the flexibility of the out-of-the-box email notifications that go to users for project and task assignments. While they work well, having more direct control over the look and feel of these emails would help us deliver a more branded, tailored communication experience. That said, TaskRay’s support team has been excellent in helping us find workarounds, and we’ve successfully leveraged Salesforce Flows to implement our own custom email templates. It’s a small limitation compared to the overall value the system provides. **What problems is TaskRay solving and how is that benefiting you?** TaskRay has solved one of our biggest challenges: providing a structured, collaborative, and transparent way to manage complex software implementation projects with our customers. Before TaskRay, project communication and deliverables were scattered across emails, spreadsheets, and shared drives, making it difficult for both our team and our customers to stay aligned. Now, every project lives in one centralized space—customers can see their task lists, due dates, deliverables, and files all in real time through Salesforce Experience Cloud. This not only increases accountability and visibility but also makes the onboarding process for Sage Intacct smoother, more predictable, and less stressful for everyone involved. Internally, TaskRay has allowed us to automate project setup, enforce consistency in our methodology, and ensure nothing falls through the cracks. The result has been faster project kickoffs, reduced administrative overhead, and a significantly improved customer experience—customers regularly tell us how much they appreciate having a single source of truth throughout their implementation journey. ### 5. Taskray is the Core of TheRiot Agency's Performance and Communications **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua L. | Director of Production, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2024 **What do you like best about TaskRay?** Taskray allows us the ability to bring clarity and structure to our projects without sacrificing flexibility. The platforms ease of navigation makes it easy for the entire team to stay on task and speeds up delivery. Integrating Taskray with Salesforce is what sets it apart from all other project management software. It allows us to centralize our data, communications, progress and client relations. No other platform allows us to make sure all stakeholders from client, leadership and our seperate teams stay connected. Taskray reports has made it easy for us to run daily, weekly and monthly reports that integrate with larger picture of our deliverables and performance. Our sales team can quickly communicate and relate sales activity with our marketing teams and project managers to make sure our client relationships are active from signature to delivery which allows for affective up sales and problem solving. Not to mention the Taskray Customer Support is even better than the platform. They respond quickly and can usually solve any issue within one session. They have even gone above and beyond in helping us develop integration into our larger systems. **What do you dislike about TaskRay?** Our only area of dislike is that Taskray seems to have a larger learning curve that other project management platforms. Internal users that are often not familiar with Salesforce seems to have a harder time adopting the platform. In addition, the reporting functions seem buggy at times and are often difficult to home in on the exact report you want. **What problems is TaskRay solving and how is that benefiting you?** Taskray has helped solve the problem of late deliverables, poor communication, resource management and support. It has benefited us by allowing our team to work on more projects at one time and deliver assets on time and on budget. ### 6. Working with the people from taskray has been a really excellent collaborative experience. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Environmental Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 06, 2022 **What do you like best about TaskRay?** I like the resources TaskRay has for learning the software and discovering applications of the tool. **What do you dislike about TaskRay?** Some functions are not that intuitive. I have gotten a lot of feedback from people on my team describing something that to me was obvious but for them, they would have never guessed. **Recommendations to others considering TaskRay:** Having high-level support and engagement is key. As a lower-ranking employee, trying to get our organization to change how they work and adopt this tool has been challenging due to a lack of executive action to make TaskRay the go to.l **What problems is TaskRay solving and how is that benefiting you?** I am not aware of any solutions that are specifically benefiting me or my org. Although the collaboration updates from march are going to be very useful eventually. ### 7. Taskray has streamlined our project management function, with a seamless Salesforce integration **Rating:** 5.0/5.0 stars **Reviewed by:** Tyler H. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2024 **What do you like best about TaskRay?** Before Taskray, new client orders would occasionally get dropped, and other types of projects would go weeks without meaningful progress updates. The visibility and real-time status updates we gained have enabled my team to keep up with our volume, and no orders have been dropped since we got onto the tool. Further, we don't a have a dedicated Salesforce Admin nor outside IT company to manage this for us, and we've been able to self-manage Taskray with Salesforce seamlessly. Jaclyn and Caitlin from Customer Success have been attentive and helpful in helping us get our inquiries solved quickly, as well as being a listening ear for feature requests. **What do you dislike about TaskRay?** Not much to say here, we've really enjoyed the tool. I can't recall the pricing, but looking back it's a no brainer, even for a <20 FTE organization like us. **What problems is TaskRay solving and how is that benefiting you?** Project management is the main usage, specifically for new client orders as well as cancellations. We also have started using for multi-phased internal strategic initiatives. ### 8. Great Salesforce Native Project Management **Rating:** 4.5/5.0 stars **Reviewed by:** Brian H. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2024 **What do you like best about TaskRay?** TaskRay has been easy to implement and get our team started using. Since it is build on the Salesforce platform natively it was super easy to get it setup and integrated into day to day operations. We have had to contact TaskRay support a couple of differnt times and they have been fast and very knowglegeable. In most cases we were able to resolve our issues the same day. **What do you dislike about TaskRay?** Technical documentation can be a little lacking in some areas. **What problems is TaskRay solving and how is that benefiting you?** We purchased TaskRay to provide project management capability to assist us with a project management offering we offer to new customer. Task Ray allows us to complete and shar all project management tasks from Salesforce without us having to use a third pary system. The unification of this saves us time and money in our opperations. ### 9. Project Management integrated to Salesforce **Rating:** 4.5/5.0 stars **Reviewed by:** Kim D. | RevOps Strategist, Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2024 **What do you like best about TaskRay?** I find TaskRay easy and intuitive to use and love that it's native to Salesforce so that it's easy for Admins to tie it in to business processes that are already running on Salesforce. The support has been outstanding, every time I've had a question, I've gotten a prompt answer. **What do you dislike about TaskRay?** The only downside for me about TaskRay is that Templates are, by design, data so migrating them up from a Sandbox can be a pain. If you have Premium version, however, they've got a migration tool that does it for you. **What problems is TaskRay solving and how is that benefiting you?** TaskRay is great for managing large projects, breaking the work down into Tasks and Checklists. We look forward to trying out the new resource management tools that are coming out this month. **Official Response from Corinne Oertel:** > Thank you for your thorough review both here and on the Salesforce AppExchange! ### 10. Strongly recommend TaskRay for repeatable processes in Salesforce-native orgs **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Restaurants | Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2024 **What do you like best about TaskRay?** TaskRay is an incredibly straightforward and well-executed tool that allows us to manage repeatable workflows right inside Salesforce — where we already concentrate our customer and prospect data. It has allowed us to move away from cumbersome spreadsheets for tracking the customer onboarding process: We automate TaskRay Project creation at Closed Won, so we no longer ever drop a customer accidentally, and we are now much more able to collect data on the onboarding process, which allows us to keep improving. If you're already a Salesforce Admin, implementation is extremely easy once you've defined your business processes. I was able to implement without a third-party consultant or a formal Admin certification. And finally, Customer Support is kind, prompt and thoughtful — best in class. **What do you dislike about TaskRay?** There is almost no downside to TaskRay if you are Salesforce-native company. **What problems is TaskRay solving and how is that benefiting you?** 1. Customer onboarding: Now more automated, repeatable and trackable than the spreadsheet we used previously — plus, is housed in CRM for a true customer "source of truth" 2. Onboarding of additional SKUs 3. Adoption assurance: We use TaskRay to hold our Account Management team accountable for ensuring adoption milestones are being met in the 90 days after a customer completes onboarding And we envision more future uses, too! ## TaskRay Discussions - [How easy is it to get started with TaskRay?](https://www.g2.com/discussions/6707-ease-of-use) - 1 comment, 1 upvote - [Does TaskRay integrate with other Salesforce Apps?](https://www.g2.com/discussions/6706-taskray-integrations) - 1 comment, 1 upvote - [TaskRay Reporting](https://www.g2.com/discussions/6705-taskray-reporting) - 1 comment, 1 upvote - [How can I most economically add TaskRay users who are not already Salesforce users?](https://www.g2.com/discussions/taskray-pricing) - 1 comment, 1 upvote - [What level Salesforce license do I need for TaskRay?](https://www.g2.com/discussions/who-can-use-taskray-91b79b81-3e12-477f-9dfd-ee8c33d69c97) - 1 comment, 1 upvote - [View TaskRay pricing details and edition comparison](https://www.g2.com/products/taskray/reviews/taskray-review-4724614?section=pricing&secure%5Bexpires_at%5D=2026-05-08+09%3A21%3A23+-0500&secure%5Bsession_id%5D=39901324-e4a3-4c59-8837-c5fb670b5c55&secure%5Btoken%5D=b5c5f9afbf7056386a4d858428c5b0e5b265facc7891ba603aeafc7e7b658d31&format=llm_user) ## TaskRay Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews) ## TaskRay Features **Tasks** - Creation & Assignment - Due Dates - Task Prioritization - To-Do Lists - Dependencies - Mass Updates - Drag & Drop - Recurring Tasks **Planning** - Resource Definiton - Capacity - Scheduling **Task Creation** - Creation & Assignment - Due Dates - Drag & Drop - Mass Updates **Automation** - Workflows - Customization - Data repository **Onboarding Setup** - Workflows - Templates - Checklists **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Projects** - Planning - Project Map - GANTT - Calendar View - Views - Project Budgeting - Issue Tracking - Templates - Critical Path - Time & Expense - Methodologies **Optimization** - Performance - Forecasting - Corrections **Task Management** - Task Prioritization - To-Do Lists - Dependencies - Recurring Tasks **Administration** - Permissions - Procedures - Remote Work **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization **Resource Management** - Resource Definiton - Capacity - Scheduling **Project management** - Task Prioritization - Dependencies - Planning - Views - Scheduling - Critical Path - Dashboards **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration **Project Monitoring** - Baselining / KPIs - Resource Allocation - Dashboards **Workload** - Resource Allocation - Workspace - Configuration - Insights **Communication & Collaboration** - Communication Channels - Document Management - Collaboration **Cost Management** - Project Budgeting - Time & Expense - Profitability **Agentic AI - Project Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Integration** - Front Office - Back Office - External data **Agentic AI - Work Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction ## Top TaskRay Alternatives - [Asana](https://www.g2.com/products/asana/reviews) - 4.4/5.0 (13,036 reviews) - [monday Work Management](https://www.g2.com/products/monday-com/reviews) - 4.7/5.0 (14,901 reviews) - [GUIDEcx](https://www.g2.com/products/guidecx/reviews) - 4.6/5.0 (459 reviews)