TrustRadius
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.https://media.trustradius.com/product-logos/SM/RM/GNO7XHK2H4IO.pngMake your next task to try TaskRayWe 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.,10,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.,,Salesforce Service Cloud, Pardot, ReadyTalk, LogMeIn Rescue,19,3,Project Management Team Collaboration Process Tracking,Tracking marketing campaign steps.,New Employee on-boarding,10,Yes,Price Product Features Product Usability,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.,10,10,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,10
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TaskRay
7 Ratings
Score 7.7 out of 101
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TaskRay Reviews

TaskRay
7 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 7.7 out of 101
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Feature Scorecard Summary

Task Management (5)
9.0
Resource Management (4)
8.0
Gantt Charts (4)
9.5
Scheduling (4)
10.0
Workflow Automation (5)
9.0
Team Collaboration (5)
9.0
Support for Agile Methodology (4)
8.5
Support for Waterfall Methodology (2)
8.0
Document Management (2)
5.5
Email integration (2)
9.0
Mobile Access (2)
9.0
Timesheet Tracking (1)
10
Change request and Case Management (2)
8.0
Budget and Expense Management (2)
8.0
Invoicing (1)
8
Project & financial reporting (3)
9.0
Integration with accounting software (2)
8.5

About 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.
Categories:  Project Management

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Pricing

Has featureFree Trial Available?Yes
Does not have featureFree or Freemium Version Available?No
Entry-level set up fee?No