TaskRay

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.