TaskRay

TaskRay

Customer Onboarding Success in Salesforce

4.3/5 (16 reviews)

TaskRay Overview

TaskRay is the modern project management application for Salesforce. TaskRay is designed to help you and your team be more productive, efficient, and collaborative. A 100% native Salesforce application, TaskRay enables you to manage, track and support your work in any area of your business. With drag and drop ease, complete visibility across multiple projects and teams, and robust reporting and dashboards, TaskRay provides a simple, visual way to get things done.

Teams in today’s workplace must rapidly adapt to constantly changing priorities. In this challenging environment, they know that social collaboration and frequent communication produce excellent results, but the overhead involved in these best practices can be daunting.

TaskRay is built from the ground up to solve the needs of modern teams. Its flexible framework encourages agile, iterative work practices, and it easily accommodates ad-hoc teams and projects. Whether you’re a team member or a team leader, TaskRay makes entering required tasks, organizing them by project, and assigning them to resources lightning fast. And, unlike other project management tools, TaskRay doesn’t have a steep learning curve or cumbersome processes to keep everything up to date.

Install and manage with ease using standard Salesforce button-click administration. Requires Chatter enabled in the Salesforce organization.

★ Try it free for 14 days to see how TaskRay can boost the productivity of your teams. ★

Pricing

Starting from
$21.00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Canada, China, Europe and 5 others, Germany, India, Japan, Latin America, Middle-East and Africa

Supported Languages

English

TaskRay Reviews

Overall rating
4.3/5
94% positive reviews
8
Excellent
7
Very good
0
Average
1
Poor
0
Terrible
Ashley L.

Taskray has helped us to manager our Open Enrollment Season

Used Daily for 2+ years
Reviewed on 12/7/2017
Review Source: Capterra

Organization

Pros

Taskray has made it easy to stay organized during our busy time of year. It give peace of mind that all responsibilities and pending items are neatly listed.

Cons

I don't like that there when there are multiple duties, you have to scroll over on the screen to see what stage of the process they are in.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Verified Reviewer

It has been a great way to keep track work projects

Used Daily for 1+ year
Reviewed on 5/16/2018
Review Source: Capterra

Pros

It is really nice being able to customize work tasks by assigning it to different and/or multiple people. It is super easy to change the status of the tasks too. It has been pretty great.

Cons

It took a while to learn but there is not much to complain about. The integration with Salesforce took a little while

Rating breakdown

Value for Money
Ease of Use
Customer Support

Verified Reviewer

Good for tracking work, overwhelming to get used to

Used Daily for 6-12 months
Reviewed on 11/9/2018
Review Source: Capterra

Pros

TaskRay is great for collaborating on projects and keeping track of the tasks to get the work done. Chatter is a handy way to share info with teammates on progress.

Cons

It might be the way it’s set up for my office, but it’s really tricky to learn because it can do so much. I can never find what I’m looking for, and our team is not using it the same way. That means we aren’t consistent and it’s not as useful as it could be.

Rating breakdown

Ease of Use

Likelihood to recommend

3.0/10
Kathy L.

Taskray has been essential in the implementation of Salesforce for our different programs.

Used Daily for 1-5 months
Reviewed on 6/9/2017
Review Source: Capterra

Pros

Taskray was bale to divide our projects into departmentalized sub-projects. We were able to easily assign tasks to other staff and follow the progress of the entire project. It was so beneficial to have access to all the different "pieces" of the puzzle.

Cons

Taskray is very well thought out. From the templates we create for similar projects we are able to recreate projects quickly and easily. It was a little clumsy figuring out how to assign taks, but once we got the hang of it it made everything more intuitive.

Response from Bracket Labs

Hello Kathy,
Thank you so much for your review. We're glad TaskRay has helped your teams implement Salesforce. We're glad you were able to figure out how to assign tasks. If you ever run into any other "sticky" areas, please visit our support site at support.taskray.com. We are always happy to help.
Thanks,
Jamie

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Beju L.

Great app, but doesn't come cheap

Used Daily for 6-12 months
Reviewed on 6/13/2018
Review Source: Capterra

Great PM app, but very expensive.

Pros

If you need to be able to tie your projects to salesforce object this is a great solution. Has most PM functionality that you would be looking for and is fairly easy to use.

Cons

A little slow since its running inside SFDC and costs a ton if you factor in the requirement of SFDC seats for people who wouldn't otherwise use SFDC.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

7.0/10

TaskRay Pricing

Starting from
$21.00/month
Pricing options
Free Trial
Subscription
Value for money

Starting at $21/user/month. Choose from an annual commitment per user or per instance or choose to purchase the TaskRay starter pack which includes up to 5 users.

Additional discounts available for Nonprofits.

TaskRay Features

  • API
  • Collaboration Tools
  • Drag & Drop Interface
  • Gantt Charts
  • Project Management
  • Project Time Tracking
  • Projections
  • Task Management
  • Task Planning
  • Task Tracking

  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Commenting
  • Prioritizing
  • Progress Tracking
  • Project Planning
  • Project Tracking
  • Third Party Integration
  • Timesheets

Additional information for TaskRay

Key features of TaskRay

  • 100% native Salesforce application
  • 3 different ways to work - Column, Deadline or Plan view
  • Agile project management workflow
  • Color-coded project filters
  • Column view - organize work by priority
  • Communication - built on Salesforce Chatter
  • Deadline view - track date-driven commitments
  • Document sharing
  • Each license includes a free native iOS ap
  • Easily customizable
  • Multi-project view
  • Plan view - high-level project progress
  • Project hierarchy

Benefits

-Plan work quickly and efficiently, even with geographically distributed teams
-Support any business process with easy customization and integration with other Salesforce objects
-Collaborate effortlessly using Chatter groups, feeds and file sharing

TaskRay FAQs

Below are some frequently asked questions for TaskRay.

Q. What type of pricing plans does TaskRay offer?

TaskRay offers the following pricing plans:

Starting from: $21.00/month

Pricing model: Subscription

Free Trial: Available

Starting at $21/user/month. Choose from an annual commitment per user or per instance or choose to purchase the TaskRay starter pack which includes up to 5 users.

Additional discounts available for Nonprofits.

Q. What are the main features of TaskRay?

TaskRay offers the following features:

  • 100% native Salesforce application
  • 3 different ways to work - Column, Deadline or Plan view
  • Agile project management workflow
  • Color-coded project filters
  • Column view - organize work by priority
  • Communication - built on Salesforce Chatter
  • Deadline view - track date-driven commitments
  • Document sharing
  • Each license includes a free native iOS ap
  • Easily customizable
  • Multi-project view
  • Plan view - high-level project progress
  • Project hierarchy

Q. Who are the typical users of TaskRay?

TaskRay has the following typical customers:

Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

Q. What languages does TaskRay support?

TaskRay supports the following languages:

English

Q. What type of pricing plans does TaskRay offer?

TaskRay has the following pricing plans:

Subscription

Q. Does TaskRay support mobile devices?

We do not have any information about what devices TaskRay supports

Q. What other apps does TaskRay integrate with?

TaskRay integrates with the following applications:

FormAssembly, Salesforce Sales Cloud, Workato

Q. What level of support does TaskRay offer?

TaskRay offers the following support options:

FAQs, Forum, Knowledge Base, Online Support, Video Tutorials