TaskRay
Client onboarding software
Project management software
Resource management software
Task management software
Work management software
Project, portfolio & program management software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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What is TaskRay
TaskRay is a project and work management application built natively on the Salesforce platform. It is used by customer-facing and internal teams to plan projects, manage tasks and dependencies, and standardize repeatable workflows such as customer onboarding and implementations. The product centers on Salesforce objects, automation, and reporting, which makes it most suitable for organizations that run delivery processes inside Salesforce.
Native Salesforce data model
TaskRay runs inside Salesforce and stores work data in Salesforce, which supports a single system of record for accounts, contacts, and delivery work. Teams can use Salesforce permissions, sharing, and audit capabilities rather than maintaining a separate identity and access model. This also enables Salesforce reporting and dashboards over project and task data without exporting to another system.
Repeatable onboarding templates
TaskRay supports project templates and standardized task structures that help teams operationalize repeatable processes such as client onboarding and implementations. Templates reduce setup time and improve consistency across engagements. This is useful for organizations that want onboarding execution tightly connected to CRM/customer data.
Multiple execution views
TaskRay provides different ways to manage work (for example, list/board-style task views and timeline-style planning) to support both day-to-day execution and higher-level planning. These views help teams track dependencies and progress across projects. Because it is embedded in Salesforce, users can navigate between customer records and delivery work with less context switching.
Salesforce dependency and cost
TaskRay requires Salesforce, so it is not a fit for teams that do not standardize on Salesforce as their core system. Total cost typically includes Salesforce licensing, TaskRay licensing, and any required Salesforce administration. Organizations without in-house Salesforce expertise may need implementation or admin support to maintain configurations over time.
Complexity for lightweight teams
For small teams that only need basic task tracking, a Salesforce-native approach can introduce overhead in setup, permissions, and object configuration. Users may need training on Salesforce navigation and concepts to be productive. This can slow adoption compared with simpler standalone task tools.
Resource management depth varies
While TaskRay supports assigning work and tracking progress, advanced resource management (capacity planning, forecasting, and utilization across portfolios) may require additional configuration or complementary Salesforce apps. Organizations with mature PMO requirements may find gaps depending on their planning and reporting needs. The extent of portfolio/program management capabilities often depends on how Salesforce is modeled and governed in the organization.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Starter | Talk to Sales | Project Views: Kanban, Plan, Row, Calendar, My Work. Work management: Checklists, Milestones, Archiving, Dependencies, Project Schedules, Locked Task Dates, Blocked Tasks, Repeating Tasks, Print/Export. Templates & Automation: Template Projects, Template Builder, Cloning, Versioning, Stitching, Sales & Customer Success Handoffs, Customer Onboarding Scores. Reporting: Basic Reports & Dashboards. Resource Management: Dynamic Team Builder. Support: Email, Knowledge Base, Training Webinars (upgraded support available). |
| Standard | Talk to Sales | Everything in Starter plus: Spreadsheet view; Reporting & Analysis: Project Portfolio, Template Performance View, Project Insights, Baselines. Resource Management: Resource Assignment, Role Assignment, Business Schedules & Holidays, Historical Resource Utilization. Time tracking: Timer, Timesheet. Collaboration: Collaboration View, Collaboration Connect, Collaboration Hub*, Collaboration Experience*. Advanced progress controls: Standard & Time-based Task Weighting. Support: upgraded support available. |
| Premium | Talk to Sales | Everything in Standard plus: Advanced Scheduler; Template Migration; Resource Management: Resource Attributes, Resource Planner, Capacity & Utilization, Resource Analytics & Forecasting, Assignment Decision Making. Advanced progress controls: Custom Task Weighting, Ongoing Task Progress, Advanced On Hold. Support: upgraded support available. |
*Notes: Pricing page lists features for each edition but displays "Talk to Sales" (contact sales) for pricing. Some add-ons (e.g., Collaboration Hub, Template Sync) require additional licensing/contacting sales. Support plans (Standard: Free, Standard Plus: Custom pricing, Elite: Custom pricing) are listed separately on the official site.
Seller details
TaskRay, Inc.
Denver, CO, USA
Private
https://www.taskray.com/
https://x.com/taskray
https://www.linkedin.com/company/taskray/
