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TaskRay

TaskRay

Overview

What is TaskRay?

TaskRay is a project management platform for managing project within Salesforce. It enables work to be planned quickly and efficiently, across geographically distributed teams. It supports collaboration using Chatter groups, and file sharing.

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Learn from top reviewers

Best Client Onboarding Software

Rating: 8 out of 10
January 31, 2019
IncentivizedVetted ReviewVerified User
TaskRay is a great option for companies looking to add structure and process to their client onboarding process. Before TaskRay we were using all kinds of siloed spreadsheets ...
Continue reading
Verified user
Director
TaskRay1 year of experience

New TaskRay customer, but loving it so far

Rating: 9 out of 10
November 30, 2018
IncentivizedVetted ReviewVerified User
We recently purchased 10 licenses to test out TaskRay as a project management solution for our customer facing teams, e.g sales, account management, support. We really like ho...
Continue reading
Leah Sevey
Program Manager - Other
Customer Success Program Manager
DataRobot

Awesome Project Management Tool utilizing Kanban Board and Salesforce.

Rating: 9 out of 10
September 19, 2016
IncentivizedVetted ReviewVerified User
TaskRay was used as our project management tool to manage development efforts through each stage of the process. The project management [team] would develop the task list. Eac...
Continue reading
Rich Beliveau
Technician - Information Technology
Senior Success Manager
Selas Technologies
TaskRay1 year of experience

Make your next task to try TaskRay

Rating: 10 out of 10
February 29, 2016
IncentivizedVetted ReviewVerified User
We use it across 3 departments to track and organize projects. The primary use is with our implementations department in implementing new customers.
Continue reading
Micah Jones
C-Level Executive - Corporate
Chief Information Officer
Phoenix Ortho
TaskRay1 year of experience

TaskRay, great service, easy to use, may or may not be the right solution for my company

Rating: 9 out of 10
July 30, 2015
IncentivizedVetted ReviewVerified User
Taskray was purchased as a project management solution for our Client Services team. We set up a trial subscription for a year for a small number of users. Our growing company...
Continue reading
Hilary Mohs
Project Manager - Customer Service
Client Services Specialist
Emmi Solutions
TaskRay1 year of experience
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Pricing

View all pricing

TaskRay

$25.00

Cloud
per month

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $15 per month
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Product Demos

DreamForce 2016 Mega Demo Jam: Bracket Labs' TaskRay Demo

YouTube

TaskRay: Demo Jam - DF16

YouTube

Demo: Construction Job Management Using Salesforce and TaskRay

YouTube
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Features

Project Management

Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation

8.6
Avg 7.6

Professional Services Automation

Features that support professional services organizations

8.5
Avg 7.6
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Product Details

What is TaskRay?

TaskRay Competitors

TaskRay Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

TaskRay is a project management platform for managing project within Salesforce. It enables work to be planned quickly and efficiently, across geographically distributed teams. It supports collaboration using Chatter groups, and file sharing.

TaskRay starts at $15.

Basecamp and Podio are common alternatives for TaskRay.

Reviewers rate Scheduling highest, with a score of 10.

The most common users of TaskRay are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews From Top Reviewers

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

TaskRay is a versatile project management software that offers a range of features to improve productivity and collaboration. Users commend the software for its ability to track billable and non-billable time, making it easy to monitor work hours and improve efficiency. TaskRay also excels in illuminating team collaboration and work intersections, enhancing understanding and support among team members. It keeps the whole team on the same page, facilitating communication and coordination. The software is particularly useful for onboarding new team members, streamlining the process and ensuring a smooth transition. With TaskRay, tracking user stories, time, and projects for multiple clients becomes effortless, improving organization and accountability. The software's integration with Salesforce allows for seamless project execution while automating task generation and ensuring change awareness within the team.

In addition to its project management capabilities, TaskRay provides valuable solutions in various industries. For instance, manufacturing companies benefit from TaskRay's central repository for records and data that standardizes processes, such as manufacturing and installation. The integration of TaskRay with Salesforce further enhances project management and team collaboration through automated notifications for task completion and assignment.

Moreover, TaskRay aids in workforce planning by offering capacity planning features that allow users to monitor team utilization. This enables better resource management and ensures efficient distribution of workloads. The software is also highly effective in tracking customer interactions across different departments, serving as a central hub for record-keeping.

Overall, TaskRay proves to be an invaluable tool for various use cases such as project management across teams and departments, client support, product installations, inventory tracking, and even side hustle income generation. Its user-friendly interface, seamless integration with Salesforce, robust reporting capabilities, scalability, customization options, mobile app accessibility, and collaboration features have received positive feedback from users and reviewers alike.

Integration with Salesforce: Users have found TaskRay's integration with Salesforce to be highly valuable for project management. Several reviewers have mentioned that this feature allows them to seamlessly create and assign tasks within a project, streamlining their workflow.

Beautiful user interface and clean design: TaskRay has received praise from users for its beautiful user interface and clean design. Many reviewers have appreciated the visual approach of TaskRay in task creation, delegation, and tracking, finding it helpful in managing projects more efficiently.

Flexibility and adaptability: Multiple users have expressed satisfaction with TaskRay's flexibility and adaptability. They have found the tool to be capable of fitting their ever-changing process, allowing them to customize it according to their specific requirements. This flexibility has been particularly beneficial for users who work on diverse projects with varying needs.

Challenging to work with some business users: Some users have found it challenging to work with certain business users and hope that the software becomes easier to use for high-level individuals.

Limited initial training and unclear disclosure: Several reviewers have mentioned that the initial training provided is limited and not clearly disclosed during signup. They also feel that many of the software's limitations require additional Salesforce features.

Task assignments overlooked and communication issues: Users have pointed out that task assignments are sometimes overlooked, leading to confusion and delays in project management. The lack of effective communication through TaskRay further exacerbates these issues.

Users have made several recommendations for TaskRay based on their experiences and observations. The three most common recommendations are as follows:

Consider TaskRay as a project management solution on Salesforce. Users highly recommend TaskRay for managing projects and keeping project team members aligned. They find it beneficial for tracking project plans, improving project management, and managing work items. Some users suggest exploring other project management options before making a final decision, but overall, TaskRay is considered a good tool for project management.

Invest in initial setup and user training. To successfully adopt TaskRay, users advise investing in the initial setup and providing user training. They mention that someone familiar with the back end of Salesforce should lead the implementation and recommend having high-level support and engagement. Additionally, users suggest getting support to learn all the functions of TaskRay and highlight the availability of helpful videos and support documents.

Test out TaskRay and take advantage of resources. Many users recommend trying out TaskRay before committing to it. They suggest testing out the platform, taking the 14-day test drive, watching training videos, and asking questions to understand its capabilities better. Users also appreciate the easy integration with Salesforce, great customer support, customization options, Lightning readiness, and nonprofit discounts offered by TaskRay.

Overall, users find that TaskRay is a user-friendly tool that integrates well with Salesforce, making it suitable for scalable project management across departments or teams. While some emphasize the need for a dedicated project manager for maintenance, others believe that it is essential to have someone familiar with Salesforce to navigate the setup effectively.

View all reviews
(1-5 of 5)

New TaskRay customer, but loving it so far

Rating: 9 out of 10
Incentivized
November 30, 2018
LS
Leah Sevey
Customer Success Program Manager
DataRobot (Computer Software, 501-1000 employees)
Vetted Review
Verified User
View profile
Use Cases and Deployment Scope
We recently purchased 10 licenses to test out TaskRay as a project management solution for our customer facing teams, e.g sales, account management, support. We really like how TaskRay integrates with Salesforce so it doesn't feel like "another project management tool". Several different PM solutions are used throughout the organization, and we know adoption will be difficult, hence why we are testing with a small number of licenses before buying 100+.
Pros
  • TaskRay allows us to organize individual tasks across multiple accounts.
  • TaskRay will send a notification email listing out overdue tasks and tasks due today, this week, or later. This really helps to make sure no account falls through the cracks. We can also determine the frequency of notification emails. If one sales rep wants a notification every morning and another sales rep doesn't want to be bothered at all, we can control this.
  • We can create templates in TaskRay such as questionnaires that are used for every customer.
Cons
  • Unfortunately TaskRay does not allow us to share templates externally with customers.
  • We have employees all over the world and we don't think TaskRay will support other languages such as Japanese. Note, I am speaking with a sales rep next week to confirm this, so we may be incorrect.
Likelihood to Recommend
Because TaskRay is integrated with Salesforce, we can automatically pull account information needed for a template. We love that we don't have to log into another software solution and everything is in one place. There is a mobile app and we can share tasks with reps who don't have a license as read-only. Our organization utilizes a lot of templates and forms and it would be nice if we could share these externally with customers instead of using something like Google Docs.
TaskRay Feature Ratings
Project Management (14)
60.71428571428571%
6.1
Task Management
100%
10.0
Resource Management
70%
7.0
Gantt Charts
100%
10.0
Scheduling
100%
10.0
Workflow Automation
90%
9.0
Team Collaboration
90%
9.0
Support for Agile Methodology
90%
9.0
Support for Waterfall Methodology
N/A
N/A
Document Management
30%
3.0
Email integration
90%
9.0
Mobile Access
90%
9.0
Timesheet Tracking
N/A
N/A
Change request and Case Management
N/A
N/A
Budget and Expense Management
N/A
N/A
Professional Services Automation (3)
30%
3.0
Quotes/estimates
N/A
N/A
Project & financial reporting
90%
9.0
Integration with accounting software
N/A
N/A
Return on Investment
  • The cost of TaskRay is much less than other project management solutions. Other solutions require you to upgrade for premium features such as Gantt charts or calendar views. It costs $21/month per user.
  • They offer volume (number of users) discounts as well as contract length discounts.
Alternatives Considered
The main reason we chose TaskRay over the others is because it connects to Salesforce. Our sales team already uses several software solutions and the last thing they need is another thing to log into each day.

We like the price compared to other PM solutions and we like all of the features provided - Kanban board, list view, calendar, Gantt chart, and you can choose to see multiple projects at once or one at a time. JIRA seems to be geared towards software engineers. Trello doesn't offer features like Gantt charts and calendar views. Airtable offers many of the features, but it doesn't pull info straight from Salesforce.
Other Software Used

Awesome Project Management Tool utilizing Kanban Board and Salesforce.

Rating: 9 out of 10
Incentivized
September 19, 2016
RB
Rich Beliveau
Senior Success Manager
Selas Technologies (Information Technology and Services, 11-50 employees)
Vetted Review
Verified User
TaskRay
1 year of experience
View profile
Use Cases and Deployment Scope
TaskRay was used as our project management tool to manage development efforts through each stage of the process. The project management [team] would develop the task list. Each task was represented by a tile on the Kanban board. We could associate the tasks to sprints, set estimates on work, and assign to developers. As development completed tasks, it would move into a QA stage for verification. Another team would pick up on the tasks, verify functionality, and move into staging. From there all tasks would go through change management before moving to production. The Kanban board gave management a great tool to view progress and identify blockers in the development life cycle.
Pros
  • Kanban Board View for moving tasks from stage to stage. Easy to see where work is. Each team has visibility as to what is coming down the pipeline.
  • Great time keeping capabilities with its integration with Salesforce. Know exactly where your staff is spending their time with each project, across all the various tasks being worked.
  • Quickly identify Blockers with shading tasks. Staff would identify these blockers with a quick check mark inside the task details and Project Management would know to step in to assist. Great feature when working through Sprints.
  • Easy to schedule repeatable tasks for each day or week. If you have recurring Sprint Meetings, you can setup the task to recreate itself after it has been closed during its next scheduled interval.
Cons
  • During my use, I would at times get responsive issues in regards to tasks opening, editing task details, or moving from stage to stage. This didn't occur for quite some time until we started loading the system with extensive projects and hundreds of tasks to each project. While unfortunate to run into these performance issues, many applications run into similar issues when working many simultaneous tickets at the same time.
  • Customization to the task layouts is a bit cumbersome.
  • If you are running a lot of stages, 8 - 12, moving tasks from one side of the board to the other can take a little bit of work. At the time there were no quick close capabilities on the tasks to redirect the task to its final stage.
Likelihood to Recommend
TaskRay is a great solution for small to medium sized businesses running multiple projects at the same time. It is very cost effective and their development team is actively adding new functionality regularly. If you prefer working from a tiled Kanban board view, this is highly worth evaluating.
TaskRay Feature Ratings
Project Management (14)
72.85714285714286%
7.3
Task Management
100%
10.0
Resource Management
80%
8.0
Gantt Charts
80%
8.0
Scheduling
80%
8.0
Workflow Automation
100%
10.0
Team Collaboration
100%
10.0
Support for Agile Methodology
100%
10.0
Support for Waterfall Methodology
100%
10.0
Document Management
N/A
N/A
Email integration
N/A
N/A
Mobile Access
N/A
N/A
Timesheet Tracking
100%
10.0
Change request and Case Management
90%
9.0
Budget and Expense Management
90%
9.0
Professional Services Automation (4)
65%
6.5
Quotes/estimates
N/A
N/A
Invoicing
80%
8.0
Project & financial reporting
90%
9.0
Integration with accounting software
90%
9.0
Return on Investment
  • It was highly effective in organizing projects and sprints.
  • Time cards were easy to manage.
  • TaskRay's integration with Salesforce is a huge win as well as you can leverage workflows, approval processes, and alert notifications.
Alternatives Considered
TaskRay is a simple solution to install and get moving with. Project creation, stage setup, and task creation are just a few great features that are simple to set up. Remedyforce & Service Manager are a more enterprise type application for more service desk type environments. JIRA is a highly used and close favorite with project management. At the end of the day, simplicity for setup and configuration as well as day to day usability went hands down to TaskRay over JIRA.
Other Software Used

Make your next task to try TaskRay

Rating: 10 out of 10
Incentivized
February 29, 2016
MJ
Micah Jones
Chief Information Officer
Phoenix Ortho (Computer Software, 11-50 employees)
Vetted Review
Verified User
TaskRay
1 year of experience
View profile
Use Cases and Deployment Scope
We use it across 3 departments to track and organize projects. The primary use is with our implementations department in implementing new customers.
Pros
  • Visual appeal - using an application that looks good is an often overlooked thing that is actually important. Some things are simply off-putting to look at and if you have to use it for hours at a time it's a drag. TaskRay looks really good and makes sense.
  • UI - This is sort of related to visual appeal but this is more about the user's experience. This application is incredibly intuitive and simple to use but has the depth that we need as well.
  • Support and Training - TaskRay's online resources are so good that we've only had to contact them once or twice with a question.
Cons
  • We would like to be able to sort tasks by task name.
Likelihood to Recommend
It is well suited for tracking projects that require multiple human resources. It's not the best for tracking personal todos in my opinion.
TaskRay Feature Ratings
Project Management (10)
47%
4.7
Task Management
100%
10.0
Resource Management
100%
10.0
Gantt Charts
N/A
N/A
Scheduling
N/A
N/A
Workflow Automation
80%
8.0
Team Collaboration
100%
10.0
Support for Agile Methodology
90%
9.0
Support for Waterfall Methodology
N/A
N/A
Email integration
N/A
N/A
Mobile Access
N/A
N/A
Professional Services Automation (2)
40%
4.0
Project & financial reporting
40%
4.0
Integration with accounting software
40%
4.0
Return on Investment
  • It has highly increased the efficiency and communication with our teams. We are a virtual company and this is the most important benefit we get from Task Ray.
Alternatives Considered
TaskRay does not require you to be a certified project manager to manage your project like MS Project. We also tried using the Salesforce free project solution but it's not as tightly integrated with SF as the TaskRay and again not nearly as easy to use. We also used ConnectWise in the past but again it was it's own silo and not integrated with the rest of our business software so it was difficult to use it in practice.
Other Software Used
Users and Roles
19
Training / Marketing / Sales / Support / Management
Support Headcount Required
3
Basic computer skills, Salesforce skills, and at least 1 person with SF admin skills.
Business Processes Supported
  • Project Management
  • Team Collaboration
  • Process Tracking
Innovative Uses
  • Tracking marketing campaign steps.
Future Planned Uses
  • New Employee on-boarding
Likelihood to Renew
10
It's hands-down the best PM tool we have ever used. Nothing compares in ease of use and being easy to learn. It also looks great and makes sense immediately.
Products Replaced
Yes
Accounting Seed Projects which is not really a project tracking system (it's for accounting) but it had some simple tracking capabilities.
Key Differentiators
  • Price
  • Product Features
  • Product Usability
Usability was by fart the most important factor. The other factors really weren't considered although if it had been to expensive usability wouldn't have mattered.
Evaluation Lessons Learned
I would not change our process. TaskRay gave us a free trial. After that, the decision was easy.
Implementation Details / Implementation Partner
  • Implemented in-house
Implementation Phases
No
Implementation Issues
  • Probably training. We are a virtual company so sometimes it's difficult to get everyone to attend.
Implementation Rating
10
Again, just like the app, the implementation was very easy.
Support Rating
10
I have not had many support issues but when I have, they have been courteous helpful, and solved the issue.
Bug Resolution
No
Exceptional Examples of TaskRay Support
Their support was great. Once we could not determine how to get queue members properly notified. (This is not fully a Taskray function. It's more of a Saleforce function but the queue in question was a TaskRay queue so...) I sent in a case email and then worked with Darren who described a work around then provided me with a link to the "idea" that someone had already sent in so that I could vote on it.
Easy Tasks
  • Creating tasks
  • Creating Projects
  • Managing tasks
  • Assigning resources
Difficult Tasks
  • Templates are not true templates. For some reason folks keep overwriting "templates" which are just projects that you label as a template in order to copy.
Mobile Interface Availability and Impressions
Yes, but I don't use it
Usability
10
Easy Easy Easy to use.

Best Client Onboarding Software

Rating: 8 out of 10
Incentivized
January 31, 2019
Verified User
Director in Sales
Computer Software Company, 51-200 employees
Vetted Review
Verified User
TaskRay
1 year of experience
Use Cases and Deployment Scope
TaskRay is a great option for companies looking to add structure and process to their client onboarding process. Before TaskRay we were using all kinds of siloed spreadsheets and forms for our client onboarding. Since using TaskRay, we have added visibility to the entire process for both our company and the client.
Pros
  • Onboarding Templates
  • Scheduling Onboarding tasks and assignments to client and employees
  • Creating project logs so that everyone knows what is being worked on
Cons
  • The setup proved to be a little more difficult than expected
  • I'd love to see an easier to use project management tool within the system
Likelihood to Recommend
TaskRay is well suited for any company looking to add structure and efficiency to their client onboarding system.
TaskRay Feature Ratings
Project Management (13)
86.15384615384615%
8.6
Task Management
80%
8.0
Resource Management
90%
9.0
Gantt Charts
90%
9.0
Scheduling
100%
10.0
Workflow Automation
90%
9.0
Team Collaboration
90%
9.0
Support for Agile Methodology
80%
8.0
Support for Waterfall Methodology
80%
8.0
Document Management
80%
8.0
Email integration
90%
9.0
Mobile Access
90%
9.0
Change request and Case Management
80%
8.0
Budget and Expense Management
80%
8.0
Professional Services Automation
N/A
N/A
Return on Investment
  • TaskRay will provide a huge ROI for client onboarding and client satisfaction
  • TaskRay will have a large impact on your company if you have workers that are disorganized
Alternatives Considered
In our comparison, TaskRay was the most robust client care and onboarding tool. It had a lot of different features and advantages that we are excited to take advantage of.

TaskRay, great service, easy to use, may or may not be the right solution for my company

Rating: 9 out of 10
Incentivized
July 30, 2015
HM
Hilary Mohs
Client Services Specialist
Emmi Solutions (Hospital & Health Care, 51-200 employees)
Vetted Review
Verified User
TaskRay
1 year of experience
View profile
Use Cases and Deployment Scope
Taskray was purchased as a project management solution for our Client Services team. We set up a trial subscription for a year for a small number of users. Our growing company is looking for solutions to standardize how we support our clients as they use our products. Our management team is also looking for a better way to gain insight into the progress made by their teams.
Pros
  • Customer Service - TaskRay customer service representatives are consistently responsive, insightful and professional
  • Salesforce Integration - TaskRay is based in Salesforce, and is easy to install and customize, if you already know Salesforce
  • Easy to Use - With a quick start walk through for any first time users, TaskRay quickly educates employees on the core functions.
Cons
  • Reporting - It was difficult for us to incorporate all the data points we wanted into a single high level report for our management team.
Likelihood to Recommend
TaskRay is great for any company that is already using (and will stick with) Salesforce. It would be best for smaller companies, since it did not have the ability to use official "Templates" but has you copy and paste standard tasks into something that is quite similar. Overall, most users appreciated its ease of use, since most of the items are either taken from familiar Salesforce fields, or simple click and drag cards. The customer service team was wonderful. If you are looking for a well managed, enthusiastic partner for a project management solution, I would not hesitate to recommend TaskRay.
TaskRay Feature Ratings
Project Management (14)
26.428571428571427%
2.6
Task Management
90%
9.0
Resource Management
N/A
N/A
Gantt Charts
80%
8.0
Scheduling
80%
8.0
Workflow Automation
60%
6.0
Team Collaboration
60%
6.0
Support for Agile Methodology
N/A
N/A
Support for Waterfall Methodology
N/A
N/A
Document Management
N/A
N/A
Email integration
N/A
N/A
Mobile Access
N/A
N/A
Timesheet Tracking
N/A
N/A
Change request and Case Management
N/A
N/A
Budget and Expense Management
N/A
N/A
Professional Services Automation (4)
N/A
N/A
Quotes/estimates
N/A
N/A
Invoicing
N/A
N/A
Project & financial reporting
N/A
N/A
Integration with accounting software
N/A
N/A
Return on Investment
  • Positive - We gained a thorough understanding of our current process and what exactly our "best practices" are.
Alternatives Considered
  • EPM,Smartsheet
We are still in our year long evaluation process. But TaskRay has been the easiest, and most successfully adopted tool so far. Even if we do not end up choosing TaskRay, I do not regret implementing the system or the experience working with the team at TaskRay.
The only reason we may not end up going with TaskRay is lack of templates and slightly stunted reporting features (this is mainly due to Salesforce limitations). Our organization is growing so quickly, we need to consider tools that are better able to regiment processes in a larger group of Customer Service Representatives and give management more detailed insight into those activities.
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