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.
Best Client Onboarding Software
New TaskRay customer, but loving it so far
Awesome Project Management Tool utilizing Kanban Board and Salesforce.
Make your next task to try TaskRay
TaskRay, great service, easy to use, may or may not be the right solution for my company
Popular Features
- Workflow Automation (5)9.090%
- Team Collaboration (5)9.090%
- Task Management (5)8.787%
Pricing
TaskRay
$25.00
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
Product Demos
DreamForce 2016 Mega Demo Jam: Bracket Labs' TaskRay Demo
TaskRay: Demo Jam - DF16
Demo: Construction Job Management Using Salesforce and TaskRay
Features
Project Management
Project management software provides capabilities to streamline management of complex projects through task management, team collaboration and workflow automation
- 8.7Task Management(5) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 8.3Resource Management(4) Ratings
Resource management is workload planning to maximize resources.
- 9.3Gantt Charts(4) Ratings
Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.
- 10Scheduling(4) Ratings
Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.
- 9Workflow Automation(5) Ratings
Workflow automation is the ability to route work requests along an approval process automatically.
- 9Team Collaboration(5) Ratings
Team collaboration capabilities let team members work directly with each other and provide team updates.
- 8.3Support for Agile Methodology(4) Ratings
Agile is a time boxed, iterative approach to development that builds software incrementally instead of trying to deliver it all at once near the end.
- 8Support for Waterfall Methodology(2) Ratings
Waterfall methodology is a tradition development method that is linear and sequential.
- 6.3Document Management(2) Ratings
Document management provides for centralized management of all project documents.
- 9Email integration(2) Ratings
Email integration allows work requests to be made directly from email.
- 9Mobile Access(2) Ratings
Mobile access is the ability to access the software from a smartphone or tablet.
- 10Timesheet Tracking(1) Ratings
Timesheet tracking is the ability to track all billable and non-billable hours for each project.
- 8Change request and Case Management(2) Ratings
Change request and change management enables tracking of all customer requests including priority and timeframe.
- 8Budget and Expense Management(2) Ratings
Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.
Professional Services Automation
Features that support professional services organizations
- 8Invoicing(1) Ratings
Ability to create, manage and send invoices to clients during or after completion of a project
- 9Project & financial reporting(3) Ratings
Ability to analyze project and financial data based on custom criteria to gather insights and improve business performance
- 8.5Integration with accounting software(2) Ratings
Real-time, two-way sync with accounting or financial software to facilitate project and financial reporting
Product Details
- About
- Competitors
- Tech Details
- FAQs
What is TaskRay?
TaskRay Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
Frequently Asked Questions
Comparisons
Compare with
Reviews and Ratings
(10)Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
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
(1-5 of 5)Best Client Onboarding Software
- Onboarding Templates
- Scheduling Onboarding tasks and assignments to client and employees
- Creating project logs so that everyone knows what is being worked on
- 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
- 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
- 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
New TaskRay customer, but loving it so far
- 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.
- 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.
- 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/AN/A
- Document Management
- 30%3.0
- Email integration
- 90%9.0
- Mobile Access
- 90%9.0
- Timesheet Tracking
- N/AN/A
- Change request and Case Management
- N/AN/A
- Budget and Expense Management
- N/AN/A
- Quotes/estimates
- N/AN/A
- Project & financial reporting
- 90%9.0
- Integration with accounting software
- N/AN/A
- 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.
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.
Awesome Project Management Tool utilizing Kanban Board and Salesforce.
- 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.
- 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.
- 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/AN/A
- Email integration
- N/AN/A
- Mobile Access
- N/AN/A
- Timesheet Tracking
- 100%10.0
- Change request and Case Management
- 90%9.0
- Budget and Expense Management
- 90%9.0
- Quotes/estimates
- N/AN/A
- Invoicing
- 80%8.0
- Project & financial reporting
- 90%9.0
- Integration with accounting software
- 90%9.0
- 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.
Make your next task to try TaskRay
- 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.
- Task Management
- 100%10.0
- Resource Management
- 100%10.0
- Gantt Charts
- N/AN/A
- Scheduling
- N/AN/A
- Workflow Automation
- 80%8.0
- Team Collaboration
- 100%10.0
- Support for Agile Methodology
- 90%9.0
- Support for Waterfall Methodology
- N/AN/A
- Email integration
- N/AN/A
- Mobile Access
- N/AN/A
- 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.
- Project Management
- Team Collaboration
- Process Tracking
- Tracking marketing campaign steps.
- New Employee on-boarding
- Price
- Product Features
- Product Usability
- Implemented in-house
- Probably training. We are a virtual company so sometimes it's difficult to get everyone to attend.
- 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.
TaskRay, great service, easy to use, may or may not be the right solution for my company
- 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.
- Reporting - It was difficult for us to incorporate all the data points we wanted into a single high level report for our management team.
- Task Management
- 90%9.0
- Resource Management
- N/AN/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/AN/A
- Support for Waterfall Methodology
- N/AN/A
- Document Management
- N/AN/A
- Email integration
- N/AN/A
- Mobile Access
- N/AN/A
- Timesheet Tracking
- N/AN/A
- Change request and Case Management
- N/AN/A
- Budget and Expense Management
- N/AN/A
- Quotes/estimates
- N/AN/A
- Invoicing
- N/AN/A
- Project & financial reporting
- N/AN/A
- Integration with accounting software
- N/AN/A
- Positive - We gained a thorough understanding of our current process and what exactly our "best practices" are.
- EPM,Smartsheet
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.