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TaskRay Review: Is It The Right Project Management Software For Your Team?

Best for SMB teams · Mid-market · Enterprise

SOC 2
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Starts from $25 / user / month

SalesforceSalesforce
DatadaogDatadaog
Heartland ECSIHeartland ECSI
ToastToast
The YThe Y

Trusted by many companies including Salesforce

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What is TaskRay?

TaskRay is a powerful project management solution built natively within Salesforce, designed to help teams streamline project workflows, enhance collaboration, and efficiently onboard new customers. With TaskRay, users can create comprehensive project plans, automate routine tasks, and allocate work with ease, ensuring that every aspect of a project is managed seamlessly. The platform offers real-time collaboration tools that allow teams to work together across departments, improving transparency and reducing miscommunication. Whether managing complex customer onboarding, internal projects, or cross-functional initiatives, TaskRay empowers businesses to stay organized and meet deadlines, all within the familiar Salesforce environment. By combining project management with Salesforce’s CRM capabilities, TaskRay enables teams to enhance customer satisfaction, increase productivity, and achieve project success with minimal effort.

Pricing

  • Starts from $25 / user / month

Best For

Suited for solo users, small teams, SMBs, and enterprise

Security & Compliance

SOC 2
  • Data residency:Global

TaskRay Software Demo

TaskRay was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

Who should consider TaskRay

Team types
Large Enterprises, Medium Business
From $25

Ready to try it?

Get started with TaskRay

Connect with the team for a personalised demo.

See Plans & Pricing

Still comparing?

See how it stacks up

Compare TaskRay side-by-side with top Project Management Software alternatives.

Quickbase
Smartsheet
ClickUp
+10 more
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What are the features of TaskRay?

38%

Feature coverage

12 of 32 tracked features

Automations refer to the use of technology to automate and streamline repetitive tasks and processes. It is a feature commonly seen in vario…

Collaboration has received a lot of attention in the marketing world recently. It's taking off in a big way but still has many questions sur…

Email automation is a powerful feature that allows businesses and individuals to streamline and optimize their email communication processes…

Kanban Board is a powerful project management tool that helps teams to visualize their work and optimize their workflow. It is based on the…

A knowledge base is a centralized documentation repository that includes frequently asked questions, how-to guides, and troubleshooting inst…

A pre-built template is a document that can be used as a starting point for creating a new one. A template is pre-formatted in some way when…

The technique of determining how much progress has been achieved toward the conclusion of an ongoing project is known as progress tracking.…

Project management is used to supervise a team's efforts to meet all project objectives while staying within budget. The information is desc…

Reporting is the process of organizing data into informational summaries in order to track how various components of a business are performi…

The process of pre-planning, scheduling, and distributing your resources to maximum efficiency is known as resource management. A resource i…

The time tracking feature is primarily used by businesses that bill customers based on the time it takes to resolve a problem. Staff can qui…

Workflow is a collection of tasks that work together to process a batch of data. A workflow encompasses everything from creating assets to i…

Security & Compliance

TaskRay security and data handling

Key compliance certifications and security features for IT and security teams evaluating TaskRay.

Certifications

SOC 2✓ Certified
HIPAA✗ Not certified

Developer & data

Data residency
🌐

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TaskRay Customers

Salesforce-logo

Salesforce

Datadaog-logo

Datadaog

Heartland ECSI-logo

Heartland ECSI

Toast-logo

Toast

The Y-logo

The Y

Radisson-hotels-logo

Radisson-hotels

Weave -logo

Weave

Help & Contact

TaskRay Support Options

Connect with TaskRay

Frequently Asked Questions About TaskRay

Common questions buyers ask before choosing TaskRay.

TaskRay is a Project Management Software. TaskRay offers Project Management, Kanban Board, Workflow Management, Pre-built Templates, Automations and many more functionalities.

Some top alternatives to TaskRay includes Quickbase , Smartsheet, ClickUp, GanttPRO and Agilean.

TaskRay offers Subscription pricing model

We don't have information regarding integrations of the TaskRay as of now.

The starting price of TaskRay is $25/user/month

Ready to try it?

Get started with TaskRay

Get connected with the team for a personalised demo.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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