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
(1-1 of 1)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.