TaskRay Reviews & Product Details

Moving to TaskRay has been a really positive experience for our company’s client-facing project team. From the start, TaskRay’s implementation process was quite thorough -- our onboarding specialist worked with us to map our business processes to the new tool. She was able to hold our hand where we needed it, and she walked our team through a knowledge handoff to get us cut over with minimal disruption. We liked (and needed) the fact that TaskRay is highly customizable. We chose the tool in large part because it’s built in Salesforce, and our Salesforce admins who were already well-versed in customizing objects on the Salesforce platform were able to add custom functionality in TaskRay relatively easily. Similarly, our Salesforce power users were easily able to adapt to the tool’s look and feel. Other features we like are the full sandbox environment and the Gantt chart which we found very easy to adapt to the business. Review collected by and hosted on G2.com.

We did need to add certain functionalities for time tracking and invoicing that were not included out of the box. We knew this going in, and as mentioned above, our admins were able to do this work efficiently with their existing development knowledge on the Salesforce platform. Review collected by and hosted on G2.com.

TaskRay is an extremely useful tool for project management and personal goals. Creating tasks on the fly is done by simply typing in a name. Most recently, they added template versioning, allowing you to build a recurring project with tasks once and reuse them for each cycle by creating a new project from the template. Those templates allow updates as needed on new versions while keeping the history. Works in both Lightning and Classic - reporting on the projects is enhanced by each task's rich information. Review collected by and hosted on G2.com.

The most recent addition of Enhanced Filters has several limitations and is forced on May 10, 2023. Creating board filters and flex filters is simple enough. However, the Project selection leaves something to be desired. If you have projects with sub-projects and the project is collapsed, the Select All option does not choose the sub-projects. This lack of function has been frustrating to my team. In addition, the project list does not have an 'expand all' option for ease of correcting the above problem. Review collected by and hosted on G2.com.

TaskRay is incredibly flexible and user friendly. The templates allow the ability to streamline projects and make the management of projects much easier. The ability to report on all tasks and have a timeline is amazing. Review collected by and hosted on G2.com.

The user interface is a bit busy and almost too flexible for new users making implementation a bit challenging. Review collected by and hosted on G2.com.

The support team is top-tier. We have had several feature requests go live since purchasing the tool last year. Shoutout to Patherson for always replying quickly when we are in a pinch.

Feature-wise, we love the ability to view projects in Kanban, GANTT, and checklist views. It helps keep our PM and services teams super organized in views customized to each team. The Flux Planner dashboard also helps our PMs assign resources to projects in a timely manner. Review collected by and hosted on G2.com.

There might be too many ways to achieve one thing, which can be confusing to users. As long as you set expectations and train them up on the best views for their team, you will be OK.

One other downside is if teams don't keep up with data hygiene on their projects, it slows down the flux planner significantly. Review collected by and hosted on G2.com.

TaskRay is easily customizable and excellent for our user requirements and differing project types. We use it to manage our client projects and also for internal performance management and goal tracking. Review collected by and hosted on G2.com.

Some of the functionalities where we would like to see it relate/connect to Salesforce are not available at this time. For example, file management. Salesforce has "File" storage which is where our company stores all related project files. TaskRay also has "File" storage associated with each project and related project tasks, but this file storage does not link to Salesforce. Our users must use two environments to work through the projects and to store associated files. This also applies to communication tools(chatter). Review collected by and hosted on G2.com.

I love having a team project task manager that's built directly into Salesforce and can be connected to other records. It's great not having another thing to check. Customer suport has always been great when we needed it. Review collected by and hosted on G2.com.

Over the time we've been using TaskRay it's become more and more complicated -- in ways that I'm sure are valuable to more hardcore users, but for us made it more difficult to use. We found we just weren't really using it anymore and recently uninstalled it. But I would still recommend it if you're a Salesforce user who needs this type of project management tool! Review collected by and hosted on G2.com.

TaskRay brings efficiencies and time savings for my team by being able to utilize the tasks template function and offer all key stakeholders visibility into the project status within the tool instead of having to chase via email. The agility and collaborative aspect of TaskRay for my team members will help in driving some of the tedious administrative work within the process. The supporting materials that TaskRay provides in addition helps team members understand some of the intricate nuances within the tool in an understandable manner. Review collected by and hosted on G2.com.

The downsides to using TaskRay is on the reporting side. As we begin to leverage the tool, customizable/enhacing the reporting functionality will require some additional work to get right. The current reporting templates are a good baseline for capabilities but working efforts are required to enahnce the reporting to capture the info needed. Review collected by and hosted on G2.com.

Salesforce native, highly customisable and easy to assign tasks/log activity Review collected by and hosted on G2.com.

Feedback features aren't the best, automation is all done through salesforce flows so need some level of proficiency within the business to get full use Review collected by and hosted on G2.com.

Lots of functionality. Keeps the team organized and helps with project management. Review collected by and hosted on G2.com.

nothing as of yet - occasionally we have issues with projects showing up on wrong partners list BUT we submit a ticket and the issue is always resolved in a timely manner. Review collected by and hosted on G2.com.

TaskRay is perfect for small business like ours! Appreciate the webinars and recordings. Review collected by and hosted on G2.com.

Snack releases: The concept is great but as a customer seing the release related emails so frequently seems to be distracting. Review collected by and hosted on G2.com.