TaskRay Review 2025: Pricing, Features, Pros & Cons, Ratings & More

TaskRay is designed as a cloud-based solution that integrates deeply with Salesforce, making it ideal for organizations looking to manage projects within their CRM environment. It offers a kanban-style board that visually represents project stages, allowing teams to create, assign, and monitor tasks with ease. This interface supports agile workflows and helps maintain clarity on project progress. TaskRay project management software also includes list and calendar views to accommodate different preferences for task organization and deadline tracking.

Collaboration is a key strength of TaskRay Salesforce collaboration tool, enabling team members to communicate directly on tasks through comments, file attachments, and dependency settings. Notifications keep everyone updated on changes and approaching deadlines, reducing reliance on emails and enhancing transparency. This focus on centralized communication improves coordination without disrupting workflows.

TaskRay leverages Salesforce’s automation features, allowing projects to be triggered by CRM events such as closing a sales opportunity. This capability ensures that project activities are in sync with business processes and customer journeys. Additionally, the software provides reporting tools that deliver insights into task completion, timelines, and resource use, supporting data-driven project management.

Customization options let users create tailored project templates, define unique fields, and configure task types, making the software adaptable to various industries and complex workflows. The security provided by Salesforce’s infrastructure safeguards sensitive project information through access controls and encryption. For organizations interested in expanding their understanding of related software solutions, exploring the list of the popular learning management systems for education can offer valuable insights into comparable platforms in different domains.

There is no pricing information publicly available for TaskRay software. Interested users are advised to contact the vendor directly for detailed pricing and plan options.

• Comprehensive project and task management with planning, assignment, tracking, and collaboration tools in one platform
• Seamless integration with Salesforce for managing projects within the CRM environment
• Customizable Kanban boards for visual workflow management and easy task prioritization
• Advanced automation to streamline repetitive tasks, notifications, and status updates
• Multiple project views including list, Gantt chart, and calendar to suit different management styles

• Complex and cluttered user interface causing a steep learning curve for new users
• Limited advanced reporting and analytics without third-party integrations
• Requires active Salesforce subscription, preventing standalone use
• Mobile app offers reduced features and less user-friendly experience than desktop
• Automation rules can be challenging to set up for non-technical users

TaskRay offers a robust set of functionalities designed to streamline project and task management for teams seeking clarity, control, and collaboration in their workflows. Its tools are tailored to enhance organization, communication, and efficiency across various project stages.

• Task Creation & Assignment: Easily generate tasks and allocate them to specific team members to ensure clear accountability.
• Due Dates: Assign deadlines to tasks to help prioritize and keep projects on schedule.
• Task Prioritization: Mark tasks with priority levels to focus attention on the most urgent or important work.
• Task Dependencies: Define relationships between tasks so some cannot start until others are finished, ensuring proper sequencing.
• Drag & Drop Functionality: Rearrange or reassign tasks quickly with intuitive drag-and-drop controls.
• Recurring Tasks: Automate repetitive tasks by setting them to repeat on a regular basis, reducing manual effort.
• Project Planning: Outline project scope, timelines, and resource allocation with comprehensive planning tools.
• Gantt Chart View: Visualize project timelines, durations, and dependencies interactively to better manage scheduling.
• Calendar View: Monitor tasks and milestones through a calendar interface that highlights deadlines and workload distribution.
• Multiple Views: Choose from list, board, or timeline perspectives to match preferred working styles and project needs.
• Project Templates: Quickly start new projects using predefined templates that maintain consistency and save setup time.
• Collaborative Task Comments: Facilitate team communication by allowing comments directly on tasks for context sharing.
• File Attachments: Attach relevant documents or images to tasks and projects to centralize important information.
• Real-Time Updates: Receive live progress updates to keep all team members aligned with current task statuses.
• Role-Based Permissions: Control access by assigning permissions to users, safeguarding sensitive data.
• Notifications & Alerts: Stay informed with automated alerts on task assignments, approaching due dates, and status changes.
• Integration with Salesforce: Benefit from seamless project management integrated directly within the Salesforce CRM environment.
• Mobile Accessibility: Manage projects and tasks remotely with support for mobile devices.
• Time Tracking: Log hours spent on tasks to monitor productivity and manage project costs effectively.
• Custom Fields: Add tailored data fields to tasks and projects to capture workflow-specific information.
• Reporting & Analytics: Access insights into project performance, resource use, and task completion through detailed reports.
• Multi-Project Management: Oversee several projects simultaneously within a unified interface to improve coordination.
• Task Templates: Save commonly used task formats to speed up the creation of recurring work items.
• Bulk Task Editing: Update multiple tasks at once to streamline modifications and maintain consistency.
• Task Status Tracking: Monitor tasks across customizable stages such as “In Progress” or “Completed” to track progress effectively.
• Resource Management: Allocate and track resources across projects to balance workloads and optimize efficiency.
• Search & Filter: Quickly locate specific tasks or projects using advanced search and filtering capabilities.
• Audit Trails: Maintain a detailed history of changes to tasks and projects for transparency and accountability.

TaskRay offers a robust suite of benefits tailored to enhance project management for diverse teams. The following review highlights key advantages that demonstrate how TaskRay can streamline workflows, boost collaboration, and adapt to various organizational needs.

• Efficient Task Oversight: TaskRay empowers users to create, assign, and monitor tasks with precision, ensuring clarity and accountability throughout the project lifecycle. This organized approach minimizes confusion and keeps teams aligned on priorities.
• Adaptive Workflow Customization: The platform allows for the design of workflows tailored to unique project demands, granting teams the flexibility to optimize processes according to their specific operational requirements and scale.
• Seamless Team Collaboration: With shared workspaces, comment threads, and real-time status updates, TaskRay fosters clear communication and reduces misunderstandings, essential for cross-functional and remote teams alike.
• Salesforce Integration: Native integration with Salesforce enables sales and customer success teams to manage projects within their existing CRM environment, enhancing data consistency and operational cohesion without switching platforms.
• Visual Planning Tools: Interactive Kanban boards and Gantt charts provide intuitive visualizations of timelines and dependencies, helping teams prioritize effectively and track progress at a glance.
• Automated Alerts and Reminders: TaskRay’s automation sends timely notifications to users, reducing the risk of missed deadlines and keeping projects on schedule without manual follow-ups.
• Resource Allocation and Monitoring: The software facilitates optimal use of personnel and materials, balancing workloads to prevent bottlenecks and ensure resource efficiency across projects of varying sizes.
• Insightful Reporting and Analytics: Detailed reports on project performance, resource utilization, and timelines support data-driven decisions, providing managers with actionable insights to guide project outcomes.

When considering TaskRay project management software review, I find its tight integration within the Salesforce ecosystem to be a major advantage. This connection ensures that project data and customer relationship management information stay synchronized, reducing redundancy and maintaining consistency across platforms. For companies already invested in Salesforce, this capability streamlines workflows and supports scalability as teams and project complexity grow.

TaskRay’s visual tools like customizable Kanban boards and timelines stand out to me because they make tracking project progress more intuitive. Being able to see tasks move through stages helps identify bottlenecks quickly, which is crucial for effective resource allocation. Such features make managing complex projects feel less overwhelming, especially when multiple teams need to collaborate closely.

From my experience, the customization options are impressive. You can tailor workflows and templates specifically to your company’s needs, which is ideal if you have unique project demands. However, extensive customization can lead to challenges in system upkeep and upgrades, so it’s a double-edged sword. I’ve seen cases where this flexibility pays off, but it requires careful planning.

One area to be cautious about is the learning curve. If your team is new to Salesforce or project management tools in general, TaskRay’s configuration options might feel daunting at first. Investing time in structured onboarding and training is essential to unlock the full potential of the software. Also, while customer support is generally responsive, there can be occasional delays, and some users wish for more comprehensive self-help resources.

Security is another aspect I pay attention to, and TaskRay benefits from operating within Salesforce’s secure environment. This ensures data protection aligns with industry standards, a crucial factor when handling sensitive information. For businesses concerned about compliance, this integration offers reassurance without additional complexity.

Lastly, for those interested in a broader perspective on technology challenges, I recommend exploring the disadvantages of technology in accounting. This piece sheds light on common pitfalls that can also be relevant when implementing project management solutions like TaskRay.

In sum, the TaskRay features and pricing analysis I’ve reviewed highlight a mature, visually driven platform that fits well for Salesforce-centric organizations seeking adaptability and integration depth.

Technology and IT Firms: TaskRay excels with technology companies, particularly in software development and IT services, by streamlining onboarding projects, managing client implementations, and coordinating cross-functional teams. This accelerates value delivery and boosts customer satisfaction, making it ideal for businesses seeking task management solutions for growing companies.

Professional Services and Consulting: Consulting agencies and marketing firms benefit from TaskRay’s visual project boards and resource allocation tools, enabling efficient handling of multiple client projects and deadline adherence. Improved communication and project delivery are crucial advantages for these firms.

Healthcare and Medical Device Companies: TaskRay supports healthcare organizations by managing product launches, regulatory compliance, and provider training programs. Integration with Salesforce lets these companies link project milestones with customer data, ensuring seamless client and stakeholder coordination.

Financial Services: Banks, insurance companies, and financial advisors rely on TaskRay for precise project tracking and workflow automation. These features help maintain regulatory compliance and foster collaboration between sales and operations teams.

Educational Institutions and Training Providers: From course development to student onboarding and event planning, TaskRay’s collaborative tools help educational organizations manage projects across departments effectively. For more insight into learning management solutions, readers may find the article on types of learning management system useful.

Manufacturing and Supply Chain: Manufacturers use TaskRay to coordinate production schedules, quality assurance, and vendor interactions. Its integration capabilities align project timelines with sales forecasts and inventory control, enhancing operational efficiency.

Nonprofits: TaskRay aids nonprofits in managing fundraising, volunteer efforts, and community outreach by providing clear project visualization tools that help prioritize tasks and monitor progress toward their missions.

Real Estate: Real estate firms utilize TaskRay for property development, client onboarding, and sales pipeline management. The platform’s task assignment and deadline tracking features optimize operations and client communication.

Retail and E-commerce: These companies leverage TaskRay to coordinate marketing campaigns, product launches, and customer experience projects. The software’s Salesforce integration offers a competitive edge by connecting project management directly to customer data.

Core Advantage: Across all these industries, TaskRay’s seamless Salesforce integration links project execution with customer relationship management, enhancing accountability, transparency, and interdepartmental collaboration. For small businesses seeking the best project management software for small businesses, this integration is a vital factor in selecting a solution that supports efficient workflows and clear project visibility.