#1 most frequent
United States of America
87.3%138 installations of 158
What is TaskRay?
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.
Categories & Use Cases
Product Demos
Top Performing Features
Scheduling
Scheduling capabilities allow users to set schedules on tasks, and create timelines and milestones.
Category average: 8.2
Timesheet Tracking
Timesheet tracking is the ability to track all billable and non-billable hours for each project.
Category average: 8.4
Gantt Charts
Gantt charts are charts that show tasks or events along the y-axis displayed against time along the x-axis.
Category average: 8.3
Areas for Improvement
Budget and Expense Management
Budget and expense management provides the capability to track all expenses by employee or department and link them back to department. It also enables hourly rates to be set.
Category average: 8.6
Invoicing
Ability to create, manage and send invoices to clients during or after completion of a project
Category average: 7.6
Document Management
Document management provides for centralized management of all project documents.
Category average: 7.9
Who Buys & Uses TaskRay
#2 most frequent
Canada
6.3%10 installations of 158
#3 most frequent
Germany
1.3%2 installations of 158
New TaskRay customer, but loving it so far
Pros
- TaskRay allows us to organize individual tasks across multiple accounts.
- TaskRay will send a notification email listing out overdue tasks and tasks due today, this week, or later. This really helps to make sure no account falls through the cracks. We can also determine the frequency of notification emails. If one sales rep wants a notification every morning and another sales rep doesn't want to be bothered at all, we can control this.
- We can create templates in TaskRay such as questionnaires that are used for every customer.
Cons
- Unfortunately TaskRay does not allow us to share templates externally with customers.
- We have employees all over the world and we don't think TaskRay will support other languages such as Japanese. Note, I am speaking with a sales rep next week to confirm this, so we may be incorrect.
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.
Alternatives Considered
Asana, Airtable, Trello and JIRA Software
Other Software Used
Salesforce Lightning, Google Drive, Atlassian Confluence
Awesome Project Management Tool utilizing Kanban Board and Salesforce.
Pros
- Kanban Board View for moving tasks from stage to stage. Easy to see where work is. Each team has visibility as to what is coming down the pipeline.
- Great time keeping capabilities with its integration with Salesforce. Know exactly where your staff is spending their time with each project, across all the various tasks being worked.
- Quickly identify Blockers with shading tasks. Staff would identify these blockers with a quick check mark inside the task details and Project Management would know to step in to assist. Great feature when working through Sprints.
- Easy to schedule repeatable tasks for each day or week. If you have recurring Sprint Meetings, you can setup the task to recreate itself after it has been closed during its next scheduled interval.
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.
Return on Investment
- It was highly effective in organizing projects and sprints.
- Time cards were easy to manage.
- TaskRay's integration with Salesforce is a huge win as well as you can leverage workflows, approval processes, and alert notifications.
Other Software Used
Teamwork Projects, Snagit
Make your next task to try TaskRay
Pros
- Visual appeal - using an application that looks good is an often overlooked thing that is actually important. Some things are simply off-putting to look at and if you have to use it for hours at a time it's a drag. TaskRay looks really good and makes sense.
- UI - This is sort of related to visual appeal but this is more about the user's experience. This application is incredibly intuitive and simple to use but has the depth that we need as well.
- Support and Training - TaskRay's online resources are so good that we've only had to contact them once or twice with a question.
Cons
- We would like to be able to sort tasks by task name.
Return on Investment
- It has highly increased the efficiency and communication with our teams. We are a virtual company and this is the most important benefit we get from Task Ray.
Other Software Used
Salesforce Service Cloud, Pardot, ReadyTalk, LogMeIn Rescue
Usability
Best Client Onboarding Software
Pros
- Onboarding Templates
- Scheduling Onboarding tasks and assignments to client and employees
- Creating project logs so that everyone knows what is being worked on
Cons
- The setup proved to be a little more difficult than expected
- I'd love to see an easier to use project management tool within the system
Return on Investment
- TaskRay will provide a huge ROI for client onboarding and client satisfaction
- TaskRay will have a large impact on your company if you have workers that are disorganized
Alternatives Considered
ClientSuccess
TaskRay, great service, easy to use, may or may not be the right solution for my company
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.
Cons
- Reporting - It was difficult for us to incorporate all the data points we wanted into a single high level report for our management team.
Return on Investment
- Positive - We gained a thorough understanding of our current process and what exactly our "best practices" are.
