Video Reviews
Good Project Management tool
156 out of 157 Total Reviews for TaskRay
Overall Review Sentiment for TaskRay
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Taskray allows us the ability to bring clarity and structure to our projects without sacrificing flexibility. The platforms ease of navigation makes it easy for the entire team to stay on task and speeds up delivery.
Integrating Taskray with Salesforce is what sets it apart from all other project management software. It allows us to centralize our data, communications, progress and client relations. No other platform allows us to make sure all stakeholders from client, leadership and our seperate teams stay connected.
Taskray reports has made it easy for us to run daily, weekly and monthly reports that integrate with larger picture of our deliverables and performance. Our sales team can quickly communicate and relate sales activity with our marketing teams and project managers to make sure our client relationships are active from signature to delivery which allows for affective up sales and problem solving.
Not to mention the Taskray Customer Support is even better than the platform. They respond quickly and can usually solve any issue within one session. They have even gone above and beyond in helping us develop integration into our larger systems. Review collected by and hosted on G2.com.
Our only area of dislike is that Taskray seems to have a larger learning curve that other project management platforms. Internal users that are often not familiar with Salesforce seems to have a harder time adopting the platform.
In addition, the reporting functions seem buggy at times and are often difficult to home in on the exact report you want. Review collected by and hosted on G2.com.
I like the resources TaskRay has for learning the software and discovering applications of the tool. Review collected by and hosted on G2.com.
Some functions are not that intuitive. I have gotten a lot of feedback from people on my team describing something that to me was obvious but for them, they would have never guessed. Review collected by and hosted on G2.com.
Before Taskray, new client orders would occasionally get dropped, and other types of projects would go weeks without meaningful progress updates. The visibility and real-time status updates we gained have enabled my team to keep up with our volume, and no orders have been dropped since we got onto the tool. Further, we don't a have a dedicated Salesforce Admin nor outside IT company to manage this for us, and we've been able to self-manage Taskray with Salesforce seamlessly. Jaclyn and Caitlin from Customer Success have been attentive and helpful in helping us get our inquiries solved quickly, as well as being a listening ear for feature requests. Review collected by and hosted on G2.com.
Not much to say here, we've really enjoyed the tool. I can't recall the pricing, but looking back it's a no brainer, even for a <20 FTE organization like us. Review collected by and hosted on G2.com.
TaskRay has been easy to implement and get our team started using. Since it is build on the Salesforce platform natively it was super easy to get it setup and integrated into day to day operations. We have had to contact TaskRay support a couple of differnt times and they have been fast and very knowglegeable. In most cases we were able to resolve our issues the same day. Review collected by and hosted on G2.com.
Technical documentation can be a little lacking in some areas. Review collected by and hosted on G2.com.
I find TaskRay easy and intuitive to use and love that it's native to Salesforce so that it's easy for Admins to tie it in to business processes that are already running on Salesforce. The support has been outstanding, every time I've had a question, I've gotten a prompt answer. Review collected by and hosted on G2.com.
The only downside for me about TaskRay is that Templates are, by design, data so migrating them up from a Sandbox can be a pain. If you have Premium version, however, they've got a migration tool that does it for you. Review collected by and hosted on G2.com.
TaskRay is an incredibly straightforward and well-executed tool that allows us to manage repeatable workflows right inside Salesforce — where we already concentrate our customer and prospect data. It has allowed us to move away from cumbersome spreadsheets for tracking the customer onboarding process: We automate TaskRay Project creation at Closed Won, so we no longer ever drop a customer accidentally, and we are now much more able to collect data on the onboarding process, which allows us to keep improving.
If you're already a Salesforce Admin, implementation is extremely easy once you've defined your business processes. I was able to implement without a third-party consultant or a formal Admin certification.
And finally, Customer Support is kind, prompt and thoughtful — best in class. Review collected by and hosted on G2.com.
There is almost no downside to TaskRay if you are Salesforce-native company. Review collected by and hosted on G2.com.
It is easy to set up initally, easy to navigate, and has simple functions and features. The customer support team is great and always responsive and helpful. We use taskray daily in our org, but only use about 20% of the features. Very easy to intergrate into your Salesforce CR< Review collected by and hosted on G2.com.
It is not as easy to customize as I would like at times. There is not an easy way to keep notes on a project and look at them all at once. Review collected by and hosted on G2.com.
The ability to customize within our workflow and the ability to leverage the power of Salesforce Review collected by and hosted on G2.com.
It's a learning curve, however, dedicating time and effort into mastering it transforms it into an invaluable resource. Review collected by and hosted on G2.com.
The customization capabilities are amazing to tailor the system to fit your business and how the users will work within the system. The best feature though is the integration with SalesForce and our existing ERP system to avoid duplicate data entry and mismatched details. My favorite aspect is the ease of reporting. You do not need to be and IT programmer to create and edit custom reports that are most useful for yourself and your teams! Review collected by and hosted on G2.com.
So far the only downside I am experiencing is that the functionality between looking as TaskRay Projects and the project in the TaskRay module offer different things and some are easier or more useful in one view or the other which can be frustrating to go back and forth. Hopefully this is a setup item that can be rectified. Review collected by and hosted on G2.com.
TaskRay has been invaluable to our organization. While the learning curve can be steep, the flexibility/customizability of the program is truly excellent. Great support team, consistent, material product enhancements ... you won't be disappointed :) Review collected by and hosted on G2.com.
Honestly, not much. Visuals could be better, a mobile app would be a nice touch, but generally speaking it's excellent. Review collected by and hosted on G2.com.
