TaskRay

Introducing TaskRay Add-Ons: Flexible, Scalable, and Built for Results

TaskRay's new Add-Ons offer flexible, scalable project management enhancements—available individually or in bundles like Template Management, Resource Management, and Advanced Project Management—that enable businesses to adopt features at their own pace, streamline processes, improve resource allocation, and drive measurable outcomes tailored to specific challenges and growth needs.

Every business grows at its own pace, and so should your project management tools. That’s why TaskRay’s new Add-Ons give you the flexibility to expand capabilities on your own timeline. Whether you’re ready to solve specific business challenges or unlock advanced functionality, you can now choose exactly what you need to drive outcomes that matter most.

Our Add-Ons are designed to help teams:

  • Adopt features based on your readiness, resources, and goals.
  • Expand capabilities over time, without forced upgrades.
  • Tackle real business problems with focused, impactful features.
  • Get measurable value quickly with easy-to-implement solutions.

Flexible Options: Single or Bundled Add-Ons

You can enhance your Standard Edition with individual add-ons or choose bundled options for even greater value. Each one is designed to help you solve specific challenges, accelerate processes, and improve visibility across your projects.

Template Management Bundle

What it includes: Template Sync + Template Migration

What it delivers: Streamline project creation and updates. Keep templates perfectly aligned across teams and business units, no matter how often processes evolve. With migration tools and syncing capabilities, you’ll save hours on setup and eliminate version headaches.

Best for teams with high template usage who need consistency, compliance, and zero room for process deviation.

Resource Management Bundle

What it includes: Resource Planner + Attributes + Analytics + Forecasting

What it delivers: Get clarity into team capacity and utilization so you can assign work intelligently and plan ahead with confidence. Forecast resource needs, balance workloads, and make proactive staffing decisions all in one place.

Best for teams who struggle with missed deadlines due to resourcing issues and need visibility to assign work accurately from the start.

Advanced Project Management Bundle

What it includes: Advanced Scheduler + Advanced On-Hold + Ongoing Task Progress + Custom Task Weighting

What it delivers: Manage complex timelines with more precision and control. From dynamic scheduling to smarter on-hold management, this bundle gives you advanced tools to keep projects aligned, even when plans change.

Best for teams who deal with frequent timeline changes, layered task structures, and need accurate visibility into effort and progress to keep delivery moving.

TaskRay AI

Harness the power of Agentforce, Salesforce’s trusted AI layer, directly within TaskRay. TaskRay AI helps teams work smarter and faster by assisting with project insights, summarization, and data-driven recommendations, all inside your Salesforce environment.

Use it to:

  • Generate project summaries and insights in seconds (coming soon)
  • Surface key blockers and dependencies faster
  • Free up time for higher-value work

Best for teams who want AI that understands their projects, flags what needs attention, and helps them take action faster.

Forms

Collect and manage project data with greater accuracy and speed. With digital, mobile-friendly forms, you can streamline data collection and ensure updates flow directly into TaskRay projects, no manual entry required.

Use it to:

  • Eliminate paper-based bottlenecks and human error.
  • Empower field teams to submit updates and reports on the go.
  • Automatically update project records and notify stakeholders when new data is submitted.

Best for teams who need clean, real-time updates from contributors outside Salesforce.

Individual Add-Ons for Targeted Impact

If you’re looking to solve a specific business challenge, you can activate any feature individually, like Template Sync, Template Migration, or Advanced Scheduler, and expand as your needs grow.

Outcome: Lightweight adoption with immediate impact.

Choose Your Path to Greater Efficiency

Every team’s journey looks different. And that’s why TaskRay Add-Ons are built for flexibility. Whether you want to scale thoughtfully or implement advanced capabilities right away, you can tailor your TaskRay experience to meet your team’s goals.

Discover how TaskRay Add-Ons can help you scale smarter, deliver faster, and get more from every project.