TaskRay vs. Whimsical

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
TaskRay
Score 8.0 out of 10
N/A
TaskRay is a project management platform for managing project within Salesforce. It enables work to be planned quickly and efficiently, across geographically distributed teams. It supports collaboration using Chatter groups, and file sharing.
$25
per month
Whimsical
Score 8.5 out of 10
N/A
Whimsical is a visual workspace application from the company of the same name in Denver, allowing users to create collaborative wireframes, mindmaps, flowcharts, and sticky notes.
$12
per month per editor
Pricing
TaskRayWhimsical
Editions & Modules
TaskRay
$25.00
per month
Pro
$12
per month per editor
Business
$18
per month per editor
Enterprise
$240
per year per editor
Offerings
Pricing Offerings
TaskRayWhimsical
Free Trial
YesNo
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details17% discount for annual billing on Pro and Business plans.
More Pricing Information
Community Pulse
TaskRayWhimsical
Considered Both Products
TaskRay
Chose TaskRay
In our comparison, TaskRay was the most robust client care and onboarding tool. It had a lot of different features and advantages that we are excited to take advantage of.
Chose TaskRay
The main reason we chose TaskRay over the others is because it connects to Salesforce. Our sales team already uses several software solutions and the last thing they need is another thing to log into each day.

We like the price compared to other PM solutions and we like all of …
Chose TaskRay
TaskRay is a simple solution to install and get moving with. Project creation, stage setup, and task creation are just a few great features that are simple to set up. Remedyforce & Service Manager are a more enterprise type application for more service desk type environments. …
Chose TaskRay
TaskRay does not require you to be a certified project manager to manage your project like MS Project. We also tried using the salesforce free project solution but it's not as tightly integrated with SF as the TaskRay and again not nearly as easy to use. We also used …
Chose TaskRay
We are still in our year long evaluation process. But TaskRay has been the easiest, and most successfully adopted tool so far. Even if we do not end up choosing TaskRay, I do not regret implementing the system or the experience working with the team at TaskRay.
The only reason …
Whimsical
Chose Whimsical
Clickup's mind mapping tool was very basic and hard to use from my perspective. Whimsical was by far easier and did what I wanted for a SaaS/cloud-based mind mapping tool. Xmind is fine as a desktop app, but updating the app was a pain whereas, with Whimsical I don't have to …
Chose Whimsical
Miro has a slight edge in UI but Whimsical is not far behind.
Chose Whimsical
Whimsical is so much easier and has a better interface, so I think it's more suited to our workflow if compared to other tools like Google Charts. I really love this tool and I'm looking to learn and use it even more, as it helps us optimize our time, planning, and delivering …
Chose Whimsical
Whimsical is much easier to learn than Lucidchart. We had coworkers up and running on Whimsical with little to no training. It's intuitive and just makes sense and it never freezes or times out, unlike some other tools we've used in the past. The monthly cost is also …
Chose Whimsical
I like the wireframing/web mockups a little better in Whimsical. I still do use Miro for some other uses (simple sprints/onboarding exercises).
Chose Whimsical
Whimsical nails early stage project exploration. Whether it’s mapping, wire-framing, or simply whiteboard collaboration, Whimsical provide a flexible toolset that puts you and your team in the correct mindset to explore ideas without feeling committed to a specific direction. …
Chose Whimsical
I've tried a few different services similar to Whimsical, and like the simplicity of Whimsical - as it's very easy to learn how to use and begin creating. The price is also better than a lot of competitors. There are quite a few options for creating wireframes, flowcharts and …
Chose Whimsical
Whimsical has a flexible interface and a more cost-friendly plan than Lucidchart. Whimsical allows you all the room to create whatever comes to mind in one space, whereas with other products, you have to create a separate document to use the different functions. Other apps like …
Chose Whimsical
Whimsical is simpler and easier to use than InVision. Not as many design capabilities, but much better interface.
Features
TaskRayWhimsical
Project Management
Comparison of Project Management features of Product A and Product B
TaskRay
8.6
Ratings
12% above category average
Whimsical
-
Ratings
Task Management8.70 Ratings00 Ratings
Resource Management8.30 Ratings00 Ratings
Gantt Charts9.30 Ratings00 Ratings
Scheduling10.00 Ratings00 Ratings
Workflow Automation9.00 Ratings00 Ratings
Team Collaboration9.00 Ratings00 Ratings
Support for Agile Methodology8.30 Ratings00 Ratings
Support for Waterfall Methodology8.00 Ratings00 Ratings
Document Management6.30 Ratings00 Ratings
Email integration9.00 Ratings00 Ratings
Mobile Access9.00 Ratings00 Ratings
Timesheet Tracking10.00 Ratings00 Ratings
Change request and Case Management8.00 Ratings00 Ratings
Budget and Expense Management8.00 Ratings00 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
TaskRay
8.5
Ratings
12% above category average
Whimsical
-
Ratings
Invoicing8.00 Ratings00 Ratings
Project & financial reporting9.00 Ratings00 Ratings
Integration with accounting software8.50 Ratings00 Ratings
Best Alternatives
TaskRayWhimsical
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Score 9.0 out of 10
Medium-sized Companies
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InEight
Score 8.3 out of 10
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Score 8.3 out of 10
Enterprises
InEight
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Score 8.3 out of 10
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Score 8.3 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
TaskRayWhimsical
Likelihood to Recommend
8.3
(0 ratings)
9.0
(0 ratings)
Likelihood to Renew
10.0
(0 ratings)
-
(0 ratings)
Usability
10.0
(0 ratings)
8.0
(0 ratings)
Support Rating
10.0
(0 ratings)
5.7
(0 ratings)
Implementation Rating
10.0
(0 ratings)
-
(0 ratings)
User Testimonials
TaskRayWhimsical
Likelihood to Recommend
TaskRay is well suited for any company looking to add structure and efficiency to their client onboarding system.
Read full review
It's extremely well-suited for rapid wire-framing of concepts, as product teams can quickly collaborate on any idea and create a visual blueprint of it. Whimsical could provide more intuitive feature prioritization templates. The current templates lack the necessary detail and could be further enhanced from a UI/UX standpoint.
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Pros
  • Customer Service - TaskRay customer service representatives are consistently responsive, insightful and professional
  • Salesforce Integration - TaskRay is based in Salesforce, and is easy to install and customize, if you already know Salesforce
  • Easy to Use - With a quick start walk through for any first time users, TaskRay quickly educates employees on the core functions.
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  • Simple to use
  • Tons of uses
  • Can be customized with themeing
  • Can organize all your boards pretty much however you want
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Cons
  • During my use, I would at times get responsive issues in regards to tasks opening, editing task details, or moving from stage to stage. This didn't occur for quite some time until we started loading the system with extensive projects and hundreds of tasks to each project. While unfortunate to run into these performance issues, many applications run into similar issues when working many simultaneous tickets at the same time.
  • Customization to the task layouts is a bit cumbersome.
  • If you are running a lot of stages, 8 - 12, moving tasks from one side of the board to the other can take a little bit of work. At the time there were no quick close capabilities on the tasks to redirect the task to its final stage.
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  • It can be a little frustrating trying to line things up exactly right but that's probably more user error than anything
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Likelihood to Renew
It's hands-down the best PM tool we have ever used. Nothing compares in ease of use and being easy to learn. It also looks great and makes sense immediately
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No answers on this topic
Usability
Easy Easy Easy to use
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Whimsical is overall very easy to learn and remember. One issue with the usability occurs when you attempt to move connected boxes around the workspace. Frequently connections break or do not add easily, causing further disconnects. You can manually fix these issues, but it's a oprobem that seems would have an easy fix
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Support Rating
I have not had many support issues but when I have, they have been courteous helpful, and solved the issue
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I reached out to support, as I was interested in possibly investing in the organization, and they quickly and happily informed me they are a bootstrap organization and do not take on investors at this time. The swift response and information readily available for my consumption was extremely helpful and shows how solid the team behind it is.
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Implementation Rating
Again, just like the app, the implementation was very easy.
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No answers on this topic
Alternatives Considered
TaskRay is a simple solution to install and get moving with. Project creation, stage setup, and task creation are just a few great features that are simple to set up. Remedyforce & Service Manager are a more enterprise type application for more service desk type environments. JIRA is a highly used and close favorite with project management. At the end of the day, simplicity for setup and configuration as well as day to day usability went hands down to TaskRay over JIRA.
Read full review
ClickUp's mind mapping tool was very basic and hard to use from my perspective. Whimsical was by far easier and did what I wanted for a SaaS/cloud-based mind mapping tool. Xmind is fine as a desktop app, but updating the app was a pain whereas, with Whimsical I don't have to worry about that. Also, I wanted to continue working on a mind map wherever I was, even if I didn't have my laptop or device with me and Whimsical allows me to do that.
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Return on Investment
  • The cost of TaskRay is much less than other project management solutions. Other solutions require you to upgrade for premium features such as Gantt charts or calendar views. It costs $21/month per user.
  • They offer volume (number of users) discounts as well as contract length discounts.
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  • We've been using free version, so it's a no brainer.
  • As it helps us focus on the information organization process, we don't lose time redoing work due to the lack of planning before doing design or code.
  • We can collaborate on the same project, so it's easier to get things done as we're working from home as well.
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ScreenShots