logo

TaskRay

TaskRay, an integrated solution within Salesforce, provides an efficient method for managing projects. Its primary goal is to assist you in optimizing resource...

★ ★ ★ ★ ★

0.00 | 0 Reviews

Watch Demo Get Pricing

TaskRay, an integrated solution within Salesforce, provides an efficient method for managing projects. Its primary goal is to assist you in optimizing resource...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

TaskRay, an integrated solution within Salesforce, provides an efficient method for managing projects. Its primary goal is to assist you in optimizing resource management while enhancing collaboration among teams. Delve into the extensive features of TaskRay and see how it can make your daily operations more straightforward.

Product Snapshot

Main Snapshot
Snapshot 1 Snapshot 2

Product Details

What Is TaskRay?

Overview

TaskRay is a cloud-driven solution aimed at enhancing customer onboarding, focusing on project management and resource distribution. It is widely adopted by businesses from various sectors for their project management requirements. The platform provides an extensive array of tools to oversee projects, automate workflows, and promote teamwork. In this review, you will discover more about the features, pricing options, and additional details regarding TaskRay.

What Is TaskRay Best For?

TaskRay stands out due to its native integration with Salesforce, which allows for a smooth connection with the platform. This distinct advantage differentiates it from other tools in the market, offering users a familiar interface along with powerful capabilities within the Salesforce environment. Another noteworthy feature is TaskRay’s effectiveness in simplifying project management and resource allocation through its wide range of tools.

TaskRay Pricing

The pricing options available for TaskRay are as follows:

  • Starter - $25/user/month

  • Standard - $40/user/month

  • Premium - $60/user/month

The software also provides customized pricing solutions suitable for businesses of varying sizes. You can request a personalized quote for TaskRay.

Please note that pricing may change over time.

TaskRay Integrations

This software connects seamlessly with various third-party applications, including:

  • Conga

  • FormAssembly

  • Gainsight

  • Box

  • Workato

  • Accountseed

  • Zapier

How Does TaskRay Work?

Here’s how to get started with the software:

  1. Log into TaskRay using your account credentials.

  2. Navigate to the dashboard to manage projects and tasks from a centralized location.

  3. Create new projects by clicking the ‘New Project’ button to fill out the necessary details.

  4. Assign tasks to team members, including details such as status and due dates.

  5. Select templates that offer a consistent structure and tailor them for each specific project.

  6. Collaborate with your team by commenting on tasks, tagging members, and sharing files.

  7. Monitor progress to see which tasks have been completed, are in progress, or are overdue.

  8. Utilize built-in analytics tools to evaluate progress and identify areas needing improvement.

You can also schedule a complimentary demo of TaskRay to explore its features further.

Who Is TaskRay For?

This software caters to businesses of all sizes, from startups to large corporations. It is applicable in various industries and sectors, such as:

  • Technology

  • Marketing

  • Consulting

  • Financial services

Is TaskRay Right For You?

If you are in search of a project management tool that integrates effortlessly with Salesforce, enhances automation capabilities, and promotes team collaboration, then TaskRay could be an excellent choice for your needs.

The platform emphasizes security and scalability. It ensures secure data handling along with privacy features to safeguard your confidential information. As your organization expands, TaskRay is designed to grow alongside you, accommodating more projects and users as needed.

If you're still uncertain about whether this software suits your requirements, reach out to our customer support team at info@softwareseekers.com to discuss the features of TaskRay and make an informed decision.

Project Management Software Features

✔ dashboard
✘ free plan
✔ reporting
✘ scheduler
✘ dashboards
✘ free trial
✔ mobile app
✘ purchasing
✘ ai features
✘ file sharing
✘ integrations
✘ telemedicine
✘ collaboration
✘ mobile access
✔ time tracking
✘ bid management
✘ patient portal
✘ budgeting tools
✘ e prescriptions
✘ email marketing
✘ lead generation
✘ marketing tools
✘ quality control
✘ rent collection
✔ task management
✘ asset management
✘ automation tools
✘ custom workflows
✘ document sharing
✘ easy integration
✘ expense tracking
✘ lab integrations
✘ lease management
✘ maintenance logs
✘ project tracking
✘ shared calenders
✘ budget management
✘ claims management
✘ data importexport
✔ project templates
✘ safety management
✘ tenant management
✘ time zone support
✘ content management
✘ customizable forms
✘ data visualization
✘ equipment tracking
✘ project management
✔ project scheduling
✘ shop floor control
✘ team communication
✘ alertsnotifications
✘ campaign management
✘ communication tools
✘ contract management
✘ document management
✘ employee engagement
✔ employee management
✘ employee onboarding
✘ facility management
✘ incident management
✘ production planning
✘ property accounting
✘ reporting analytics
✔ resource allocation
✘ workforce analytics
✘ financial management
✘ inventory management
✘ maintenance requests
✘ patient demographics
✘ portfolio and assets
✘ real time monitoring
✘ bill of materials bom
✘ billing and invoicing
✘ business intelligence
✘ customer segmentation
✘ equipment maintenance
✘ inspection management
✘ partner data exchange
✘ product health scores
✘ scalable architecture
✘ work order management
✘ attendee communication
✘ customizable workflows
✘ facilities maintenance
✘ performance management
✘ benefits administration
✘ change order management
✘ compensation management
✘ registration management
✘ reporting and analytics
✘ social media management
✘ supply chain management
✘ workflows and approvals
✘ business intelligence bi
✘ communication and access
✘ documents and compliance
✘ manufacturing management
✘ subcontractor management
✘ training and development
✘ integrated team calendars
✘ stakeholder collaboration
✘ access controlspermissions
✘ human resources management
✘ maintenance and operations
✘ attendance and time tracking
✘ employee self service portal
✘ integration with erp systems
✘ product lifecycle management
✘ centralised product portfolio
✘ venue and resource management
✘ agenda and schedule management
✘ compliance and risk management
✘ human resources management hrm
✘ sales and marketing automation
✘ speaker and content management
✘ audience interaction technology
✘ data driven product performance
✘ employee information management
✘ on site and virtual event tools
✘ project planning and scheduling
✘ tenant and lease administration
✘ appointment managementscheduling
✘ product lifecycle management plm
✘ integration with financial systems
✘ production planning and scheduling
✘ recruitment and applicant tracking
✘ financial management and accounting
✘ customer relationship management crm

Pros

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

Cons

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

Price

Professional

$25

Get Free Guidance from Our Solution Experts.

Ratings

★ ★ ★ ★ ★
0.00 | 0 reviews

Ratings Distribution

Positive

0%

Neutral

0%

Negative

0%

User Reviews

No reviews yet

Be the first to share your experience with TaskRay.

Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Yes, the software has an API available for use.

The software supports the English language.

TaskRay integrates with third-party applications such as Workato, Accountingseed, Conga, FormAssembly, Gainsight, Box, and Zapier.

The software supports mobile devices.

TaskRay’s pricing plans are: Starter at $25/user/month, Standard at $40/user/month, and Premium at $60/user/month. Request for a custom TaskRay price.

TaskRay is designed for businesses of all sizes and can be used across various industries such as Consulting, Technology, Marketing, and Financial Services.

TaskRay enables three levels of support: the free Standard plan, and the paid Standard Plus and Elite plans. All these plans grant users unlimited access to the TaskRay support site and email support, along with standard response times for tickets.

TaskRay is designed to streamline project management and enhance team collaboration, which are key factors in achieving customer success. It provides a range of tools to manage projects and resources, automate work, and facilitate collaboration with customers and across teams.

As a Salesforce-native solution, TaskRay allows project managers to leverage the robust functionality of Salesforce for project management. They can create and manage TaskRay projects directly within Salesforce, ensuring seamless integration and efficient workflows.