TaskRay, a Salesforce-native solution, offers a streamlined approach to project management. It’s designed to help you manage resources effectively and foster seamless collaboration. Explore TaskRay’s robust features and discover how it can simplify your day-to-day tasks.

TaskRay Specifications

Time Tracking

Task Management


Budget Management

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What Is TaskRay?


TaskRay is a cloud-based customer onboarding solution designed to streamline project management and resource allocation. Businesses across various industries primarily use it for their project management needs. The software offers a comprehensive suite of tools to manage projects, automate work, and facilitate collaboration. In this review, you can learn more about TaskRay's features, pricing plans, and other aspects.

What Is TaskRay Best For?

TaskRay is known for its Salesforce-native functionality, allowing it to integrate seamlessly with the platform. This unique feature sets it apart from its competitors, providing users a familiar interface and robust functionality within the Salesforce ecosystem. TaskRay’s ability to streamline project management and resource allocation through its comprehensive suite of tools is another standout aspect recognized in the industry.

TaskRay Pricing

The following are the pricing plans:

  • Starter - $25/user/month
  • Standard - $40/user/month
  • Premium - $60/user/month
The software also offers tailored pricing to fit businesses of all sizes. Request for a custom TaskRay cost.

Disclaimer: The pricing is subject to change.

TaskRay Integrations

The software integrates with third-party applications, including:

  • Conga
  • FormAssembly
  • Gainsight
  • Box
  • Workato
  • Accountseed
  • Zapier

How Does TaskRay Work?

Here is how you can start with the software:

  • Log in to TaskRay software using your credentials
  • Access the dashboard and manage projects and tasks from a central hub
  • Create new projects using the ‘New Project’ button to access the form where you can enter details about the project
  • Assign and manage tasks to team members and add details like status, due date, and more
  • Use templates that provide a standardized framework and customize them for each project
  • Collaborate with teams and comment on tasks, tag team members, and share files
  • Track progress and see which tasks are completed, in progress, or overdue
  • Analyse data with built-in analytics tools to monitor progress and identify areas for improvement
Schedule a free TaskRay demo and learn more about its functionalities.

Who Is TaskRay For?

TaskRay is designed for businesses of all sizes, including startups and large enterprises. It can be used across different industries and sectors, including:

  • Technology
  • Marketing
  • Consulting
  • Financial services

Is TaskRay Right For You?

Are you looking for a project management solution that seamlessly integrates with Salesforce, offers robust automation, and enhances team collaboration? If so, TaskRay might be the perfect fit for you.

The software prioritizes security and scalability. It provides secure data handling and privacy features, protecting your sensitive information. As your business grows, TaskRay can scale with you, accommodating increasing projects and users.

Still not sure if the software is right for you? Contact our customer support team at 661-384-7070 go through the TaskRay software features and make the best decision.

TaskRay Features

The software provides robust project management capabilities that let you generate, allocate, and monitor tasks for each project. It helps teams stay organized and ensures that projects are completed on time. You can also set task priorities, making it easier to focus on what’s most important. Additionally, you can set dependencies between tasks to ensure a logical workflow.

how it worksSee How It Works

With TaskRay, you can forecast resource allocation before the project starts. This feature enables more informed staffing decisions and ensures that resources are used efficiently. It provides multiple views, such as Gantt charts or kanban boards for managing the details. This way, you can clearly see who is working on what and when.

how it worksSee How It Works

This feature facilitates collaboration between team members and with customers. You can comment on tasks, tag team members, and share files, ensuring everyone is on the same page. This not only improves communication within your team but also enhances customer engagement. With TaskRay’s collaboration tools, your team can work together seamlessly, regardless of location.

how it worksSee How It Works

The software provides built-in analytics tools and standard and custom Salesforce reports and dashboards. These tools allow you to monitor progress, compare projects against benchmarks, and identify areas for improvement. With these insights at your fingertips, you can make data-driven decisions to enhance your project management processes.

how it worksSee How It Works

TaskRay offers automation features that streamline workflows. For example, the handoff between sales and post-sales teams can be automated, saving time and reducing the risk of errors. This means less manual work and more time for your team to focus on strategic tasks. Plus, with automation, you can ensure consistency in your processes.

how it worksSee How It Works

You can visualize your workflow and understand the status of tasks at a glance using this feature. It provides a clear, visual layout of your tasks, making it easy to see what’s in progress, what’s completed, and what’s up next. This feature can significantly enhance your team’s productivity and efficiency.

how it worksSee How It Works

Pros and Cons of TaskRay


  • Cloud-based accessibility
  • Robust reporting
  • Prioritizes data security
  • Streamlines workflows


  • Learning curve for beginners
  • Occasional software updates needed
  • Interface might seem overwhelming initially, according to some TaskRay software reviews

TaskRay Pricing



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What's Included

  • Access to multiple project views such as Kanban, planning, and calendars

  • Checklists

  • Milestones

  • Dependencies

  • Project schedules

  • Template building and automation

  • Basic reporting



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What's Included

  • Robust reporting dashboards, performance analytics, and project insights

  • Collaborate externally with public dashboards, customer feedback, and communities

  • Time tracking



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What's Included

  • Robust Documentation

  • Responsive Expertise

  • Flexible Options

TaskRay Reviews

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Frequently Asked Questions

Yes, the software has an API available for use.