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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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Recent Reviews

TrustRadius Insights

TaskRay is a versatile project management software that offers a range of features to improve productivity and collaboration. Users …
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Popular Features

View all 17 features
  • Workflow Automation (5)
    9.0
    90%
  • Team Collaboration (5)
    9.0
    90%
  • Task Management (5)
    8.7
    87%
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Pricing

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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 7.5

Professional Services Automation

Features that support professional services organizations

8.5
Avg 7.4
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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 and Ratings

(10)

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.

Attribute Ratings

Reviews

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
Micah Jones | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use it across 3 departments to track and organize projects. The primary use is with our implementations department in implementing new customers.
  • 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.
  • We would like to be able to sort tasks by task name.
It is well suited for tracking projects that require multiple human resources. It's not the best for tracking personal todos in my opinion.
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
  • 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.
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.
19
Training / Marketing / Sales / Support / Management
3
Basic computer skills, Salesforce skills, and at least 1 person with SF admin skills.
  • Project Management
  • Team Collaboration
  • Process Tracking
  • Tracking marketing campaign steps.
  • New Employee on-boarding
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.
Yes
Accounting Seed Projects which is not really a project tracking system (it's for accounting) but it had some simple tracking capabilities.
  • 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.
I would not change our process. TaskRay gave us a free trial. After that, the decision was easy.
  • Implemented in-house
No
  • Probably training. We are a virtual company so sometimes it's difficult to get everyone to attend.
Again, just like the app, the implementation was very easy.
I have not had many support issues but when I have, they have been courteous helpful, and solved the issue.
No
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.
  • Creating tasks
  • Creating Projects
  • Managing tasks
  • Assigning resources
  • 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.
Yes, but I don't use it
Easy Easy Easy to use.
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