Make your next task to try TaskRay
Updated February 29, 2016

Make your next task to try TaskRay

Micah Jones | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with TaskRay

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 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.
It is well suited for tracking projects that require multiple human resources. It's not the best for tracking personal todos in my opinion.

TaskRay Feature Ratings

Task Management
Resource Management
Gantt Charts
Not Rated
Not Rated
Workflow Automation
Team Collaboration
Support for Agile Methodology
Support for Waterfall Methodology
Not Rated
Email integration
Not Rated
Mobile Access
Not Rated
Project & financial reporting
Integration with accounting software

Using TaskRay

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.

Evaluating TaskRay and Competitors

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.

TaskRay Implementation

Again, just like the app, the implementation was very easy.
Not sure - We do not consider change management so this question is not relevant to our organization.
  • Probably training. We are a virtual company so sometimes it's difficult to get everyone to attend.

TaskRay Support

I have not had many support issues but when I have, they have been courteous helpful, and solved the issue.
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Support understands my problem
Support cares about my success
Quick Initial Response
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.

Using TaskRay

Easy Easy Easy to use.
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Quick to learn
Feel confident using
  • 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.