Project Management for Agentforce » TaskRay

Projects move faster with AI. TaskRay AI brings Agentforce into your projects to handle routine work that slows teams down. It captures updates, keeps tasks moving, and flags risks early, so your team can stay focused on delivery. Project managers get more time to build customer relationships and drive real outcomes.

Less admin. Faster delivery. Happier customers.

Agents do the work for you, faster.

Prioritize Work Based on Urgency

Prioritization prompts sort tasks by impact and urgency, helping your team tackle the most important work first.

Turn Meeting Notes into Tasks

Turn meeting notes and transcripts into assigned tasks or scheduled follow-ups.

Automate Project Summaries

Automatically generate and share project summaries, including progress, risks, and milestones, for internal teams and customers in app, email, and chat.

Assign Work to the Right Person

Staff projects based on capacity, role, and skills to keep workloads balanced.

Log Time Without the Hassle

Guided time tracking prompts time entries from your recent work, so logging takes minutes.

AI That Actually Pulls Its Weight

See how TaskRay AI works with Agentforce technology to turn project data into real action, not just suggestions.

AI With Full Context

TaskRay AI works directly inside Salesforce, using real project and customer data in context so every action is relevant, accurate, and ready to move work forward.

One Source of Truth

Because TaskRay is Salesforce native, AI actions work across sales, delivery, and support without fragmented data or manual handoffs.

Built for Enterprise Trust

Powered by Agentforce, TaskRay AI operates within Salesforce security, permissions, and governance, so innovation never compromises control.

AI is Only as Smart as Your Data

Unlock better Agentforce outcomes with Salesforce + TaskRay by keeping customer data centralized and securely on Platform.

Scalability

Native apps like TaskRay automatically benefit from Salesforce's platform functionality without the need for extra maintenance.

Usability

Native apps mirror Salesforce's interface, offering users a familiar experience with minimal to no additional training compared to off-platform tools.

Data Security

Non-native apps pose a higher risk of cybersecurity issues and data breaches. With TaskRay, your data stays within Salesforce, protected from external access or threats.

Systems Flexibility

Salesforce administrators can easily customize TaskRay to fit your unique business needs, enabling customizations and automations where desired.

Real-Time Data Integrity

Easily build performance dashboards and reports without the delays or complications faced by non-native apps relying on batch updates or complex integrations.

Uptime Reliability

Native apps share Salesforce's robust infrastructure, enjoying over 99.9% uptime, managed directly by Salesforce.

Leading Salesforce-Native Project AI

AI-Powered Task Priorities Made Simple

Discover how TaskRay’s Agent Action uses conversational AI to surface your most urgent tasks and help you focus on what matters most each day.

Why AI Work Orchestration Drives Success

Learn how AI-powered work orchestration replaces disconnected tools with intelligent coordination that accelerates delivery and keeps complex work on track.

AI Strategy Starts With Bold Choices

This post explores why delaying AI adoption is the biggest risk and how taking early action builds momentum, insight, and competitive advantage.

Context Is the Heart of AI Strategy

Understand why Model Context Protocols are critical to delivering AI that operates with full business context instead of isolated data points.

TaskRay Unlocks Revenue Cloud’s Full Potential

See how TaskRay enhances Salesforce Revenue Cloud Advanced by connecting sales and delivery to accelerate onboarding and revenue realization.

Accelerate Project Success with TaskRay + Agentforce

TaskRay AI is transforming work by tackling tedious PM tasks, letting you focus on exceptional delivery. Powered by Agentforce, TaskRay AI streamlines project management with smart features and secure, collaborative tools.

Frequently Asked Questions

How do I get access and enable Agentforce with TaskRay?

To get started, you’ll need Agentforce enabled in your Salesforce org and access to the TaskRay Assistant. Your Customer Success team can help confirm eligibility, guide setup, and make sure the right users have access so you can start using the actions in TaskRay.

How does TaskRay work with Agentforce?

TaskRay uses Agentforce to add an AI layer on top of your existing project data in Salesforce. Agentforce analyzes TaskRay projects, tasks, and activity alongside Salesforce data to surface insights, create tasks, and reduce manual project admin without moving work outside Salesforce.

Where does the AI get its context?

Agentforce uses the context already in Salesforce, including TaskRay project data, tasks, timelines, assignments, and activity, plus related Salesforce records. Because everything lives in the same system, the AI can make recommendations based on what’s actually happening in your projects.

Does Agentforce replace project managers or team leads?

No. It’s designed to assist, not replace. Agentforce takes on repetitive project admin like generating summaries, creating tasks from notes, and recommending next steps, so project leaders can focus on decisions, alignment, and delivery.

Is my Salesforce and TaskRay data secure?

Yes. Agentforce operates within Salesforce’s existing security model, permissions, and governance. It respects role-based access and data visibility, so users only see what they’re allowed to see.

What does this look like day to day for a project team?

Teams use Agentforce inside TaskRay to prioritize work, turn meeting notes into tasks, generate project summaries, get staffing suggestions, and log time faster. It fits into existing workflows and helps projects move forward with less manual effort.