TaskRay

TaskRay

Score 7.7 out of 10
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

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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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Features

Project Management

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

8.6Avg 7.8

Professional Services Automation

Features that support professional services organizations

8.5Avg 7.7
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Product Details

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.

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 Citrix 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

(1-3 of 3)
Companies can't remove reviews or game the system. Here's why
Leah Sevey | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified 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 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+.
  • 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.
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.
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
  • 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.
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.
Rich Beliveau | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified 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. 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.
  • 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.
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.
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
  • 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.
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.
Micah Jones | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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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