TaskRay Features

TaskRay

Customer Onboarding Success in Salesforce

4.29/5 (17 reviews)

TaskRay Feature Summary

  • 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

Project Management & Planning Feature Comparison

Most popular features of all Project Management & Planning apps

API (201 other apps)
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Drag & Drop Interface (123 other apps)
Gantt Charts (113 other apps)
Multiple Projects (105 other apps)
Prioritizing (139 other apps)
Progress Tracking (122 other apps)
Project Management (162 other apps)
Project Planning (124 other apps)
Project Time Tracking (165 other apps)
Project Tracking (117 other apps)
Projections (335 other apps)
Task Management (137 other apps)
Task Planning (107 other apps)
Task Tracking (140 other apps)
Third Party Integration (128 other apps)
Timesheets (113 other apps)

Competitor Feature Comparison

TaskRay Feature Reviews

16 reviewers had the following to say about TaskRay's features:

Kelly Todd

Modacto <3's TaskRay

2016-12-05

It helps us stay on top of tasks and activities and plan accordingly.

Pros

The visuals

Cons

NA

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering TaskRay

NA

Source: Capterra
Helpful?   Yes   No
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Jim Wedmore

We use task ray for project management.

2018-07-23

Ability to track the progress of projects and efficiency of tasks by members of the team.

Pros

I like that it is compatible with salesforce and that you can easily track your time being spent on each task of a project.

Cons

It isn't the easiest on the eyes. The layout of the software could be more aesthetic which would allow for better and more efficient usage.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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William Germain

A feature-rich project management solution for Salesforce

2019-01-22

The integration between TaskRay and Salesforce is pretty seamless, but we've had to adapt our sales pipeline a bit.

Pros

I like that it combines a lot of PM features in a flexible interface that pretty seamlessly integrates with the CRM features of Salesforce.

Cons

There's a bit of a learning curve to tailoring TaskRay and Salesforce to our project management needs, but thanks to a wealth of information on the TaskRay website and a responsive support team, we are off to managing over 100 event and consulting projects for the 2019 calendar year...phew!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
(Financial Services company, 11-50 employees)

Good for tracking work, overwhelming to get used to

2018-11-09

Pros

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
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No
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Max Printz

Only Reason to use this is because it is integrated into Salesforce

2019-06-27

We use it for customer project planning and export the pdf or share with customer.

Pros

The only reason we went with this software is because our SalesForce admin said this is the gantt charting software is the only one we could get on SalesForce.

Cons

You can drag around the time lines but everything else is in a clunky menu.

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
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TRANG LAI

Lacking in a PM tool

2019-09-18

Being able to see all projects and tasks in one application.

Pros

Integrated with SalesForce, so I don't have to open multiple apps, just moving form screen to screen.

Cons

For instance, you have 5 tasks that are all due on the same day, would be nice if you can highlight the 5 tasks and change the dates all at once instead of individually.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
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Kathy Lively

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

2017-06-09

Pros

We were able to easily assign tasks to other staff and follow the progress of the entire project.

Cons

From the templates we create for similar projects we are able to recreate projects quickly and easily.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

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

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Lis J

Great for project management

2016-10-05

We used this tool to track salesforce projects on our sales operations and IT teams.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Christianna Miles

Positive and helpful

2017-11-15

Organization and project management

Pros

The ability to organize, clone, set deadlines, milestones, dependencies, etc. It is easy to get a hold of someone to ask for help or finding resources.

Cons

I need more training because there are better ways to use to software than I have been able to decifer.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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DAVID ZAWROTNY

GREAT PROJECT MANAGEMENT SOLUTION

2016-10-05

GREAT CUSTOMIZABLE PRODUCT FOR PROJECT MANAGEMENT.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
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Kevin Poorman

Epic Project Management

2016-10-04

Like Kanban, but force.com based. Good mobile support, and it's pretty speedy too.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
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Anonymous
(Computer Software company, 11-50 employees)

It has been a great way to keep track work projects

2018-05-16

Pros

It is really nice being able to customize work tasks by assigning it to different and/or multiple people.

Cons

The integration with Salesforce took a little while

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
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Patrick Levesque

Taskray for workflow

2019-06-19

Taskray has helped keep me organized and on track daily. it does schedule things really well

Pros

Taskray helps keep your day very organized and has great customizability

Cons

It can be glitchy sometimes and has some weird quirks

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Dennis Malinis

Review from Dennis Malinis - Project Manager at Modacto (Minneapolis, MN)

2016-12-13

I like how I can grant access to external users on my project team. It has a lot of subtle tips and tricks functionality that isn't intuitive however and can only be learned from a more experienced user.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
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Beju Lakhani

Great app, but doesn't come cheap

2018-06-13

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.

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
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Ashley Livingston

Taskray has helped us to manager our Open Enrollment Season

2017-12-07

Organization

Pros

Taskray has made it easy to stay organized during our busy time of year.

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
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more