TaskRay Features

TaskRay

Customer Onboarding Success in Salesforce

4.28/5 (18 reviews)

Competitor Feature Comparison

@mentions
API
Access Controls/Permissions
Account Management
Activity Dashboard
Activity Management
Agile Methodologies
Alerts/Notifications
Assignment Management
Bar Chart
Billing & Invoicing
Budget Management
Budgeting/Forecasting
Bug Tracking
Calendar Management
Capacity Management
Categorization/Grouping
Charting
Client Management
Client Portal
Collaboration Tools
Color Codes/Icons
Commenting/Notes
Communication Management
Configurable Workflow
Cost-to-Completion Tracking
Create Subtasks
Critical Path
Customer Engagement
Customer Management
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Deadline Management
Dependency Tracking
Discussions / Forums
Document Management
Document Storage
Drag & Drop
Email Management
Employee Database
Expense Tracking
File Management
File Sharing
Gantt/Timeline View
Idea Management
Issue Management
Issue Tracking
Kanban Board
Labeling
Milestone Tracking
Mobile Access
Monitoring
Multi-Department/Project
Multiple Projects
Onboarding
Percent-Complete Tracking
Performance Metrics
Planning Tools
Portfolio Management
Prioritization
Progress Reports
Progress Tracking
Project Accounting
Project Management
Project Planning
Project Planning/Scheduling
Project Scheduling
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Projections
Real Time Analytics
Real Time Notifications
Real-time Updates
Recurring Tasks
Reminders
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Resource Management
Role-Based Permissions
Search/Filter
Status Tracking
Summary Reports
Task Editing/Updating
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Template Management
Templates
Testing/QA Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timeline Management
Timer
Timesheet Management
To-Do List
Traditional Methodologies
Usage Tracking/Analytics
Version Control
Workflow Management
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@mentions
API
Access Controls/Permissions
Account Management
Activity Dashboard
Activity Management
Agile Methodologies
Alerts/Notifications
Assignment Management
Bar Chart
Billing & Invoicing
Budget Management
Budgeting/Forecasting
Bug Tracking
Calendar Management
Capacity Management
Categorization/Grouping
Charting
Client Management
Client Portal
Collaboration Tools
Color Codes/Icons
Commenting/Notes
Communication Management
Configurable Workflow
Cost-to-Completion Tracking
Create Subtasks
Critical Path
Customer Engagement
Customer Management
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Deadline Management
Dependency Tracking
Discussions / Forums
Document Management
Document Storage
Drag & Drop
Email Management
Employee Database
Expense Tracking
File Management
File Sharing
Gantt/Timeline View
Idea Management
Issue Management
Issue Tracking
Kanban Board
Labeling
Milestone Tracking
Mobile Access
Monitoring
Multi-Department/Project
Multiple Projects
Onboarding
Percent-Complete Tracking
Performance Metrics
Planning Tools
Portfolio Management
Prioritization
Progress Reports
Progress Tracking
Project Accounting
Project Management
Project Planning
Project Planning/Scheduling
Project Scheduling
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Projections
Real Time Analytics
Real Time Notifications
Real-time Updates
Recurring Tasks
Reminders
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Resource Management
Role-Based Permissions
Search/Filter
Status Tracking
Summary Reports
Task Editing/Updating
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Template Management
Templates
Testing/QA Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timeline Management
Timer
Timesheet Management
To-Do List
Traditional Methodologies
Usage Tracking/Analytics
Version Control
Workflow Management
Visit WebsiteCompare App
@mentions
API
Access Controls/Permissions
Account Management
Activity Dashboard
Activity Management
Agile Methodologies
Alerts/Notifications
Assignment Management
Bar Chart
Billing & Invoicing
Budget Management
Budgeting/Forecasting
Bug Tracking
Calendar Management
Capacity Management
Categorization/Grouping
Charting
Client Management
Client Portal
Collaboration Tools
Color Codes/Icons
Commenting/Notes
Communication Management
Configurable Workflow
Cost-to-Completion Tracking
Create Subtasks
Critical Path
Customer Engagement
Customer Management
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Deadline Management
Dependency Tracking
Discussions / Forums
Document Management
Document Storage
Drag & Drop
Email Management
Employee Database
Expense Tracking
File Management
File Sharing
Gantt/Timeline View
Idea Management
Issue Management
Issue Tracking
Kanban Board
Labeling
Milestone Tracking
Mobile Access
Monitoring
Multi-Department/Project
Multiple Projects
Onboarding
Percent-Complete Tracking
Performance Metrics
Planning Tools
Portfolio Management
Prioritization
Progress Reports
Progress Tracking
Project Accounting
Project Management
Project Planning
Project Planning/Scheduling
Project Scheduling
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Projections
Real Time Analytics
Real Time Notifications
Real-time Updates
Recurring Tasks
Reminders
Reporting & Statistics
Reporting/Analytics
Reporting/Project Tracking
Resource Management
Role-Based Permissions
Search/Filter
Status Tracking
Summary Reports
Task Editing/Updating
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Template Management
Templates
Testing/QA Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
Timeline Management
Timer
Timesheet Management
To-Do List
Traditional Methodologies
Usage Tracking/Analytics
Version Control
Workflow Management
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TaskRay Feature Reviews

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

Jim W.

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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Anonymous
A verified reviewer
Verified Reviewer

Amazing Customer Service

2021-02-11

Great experience with the platform, the integration is seamless and easy and the customer support is superb.

Pros

The product itself is pretty basic, just allowing better tracking of tasks and projects and allowing for more organization and reporting- however, the customer service is outstanding- people respond ASAP and always get the issue resolved quickly- I've never had a ticket open longer than a day or 2 with TaskRay.

Cons

I don't think the user interface is super user friendly, sometimes it can look a little overwhelming but overall its not bad

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: GetApp
Helpful?   Yes   No
Read more
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
Read more
Kelly T.

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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Christianna M.

Positive and helpful

2017-11-15

Organization and project management

Pros

The ability to organize, clone, set deadlines, milestones, dependencies, etc.

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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TRANG L.

Lacking in a PM tool

2019-09-18

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

Pros

Good to be able to see all projects and tasks in one application.

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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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
William G.

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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Patrick L.

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
Read more
Kathy L.

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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Kevin P.

Epic Project Management

2016-10-04

Wish there was a separate ipad vs. iphone app. with split view support

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
DAVID Z.

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
Read more
Max P.

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

The UI is very clunky.

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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Anonymous
(Computer Software company, 11-50 employees)

It has been a great way to keep track work projects

2018-05-16

Pros

It is super easy to change the status of the tasks too.

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
Read more
Dennis M.

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
Read more
Beju L.

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 L.

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