Salesforce Project Management for PMs
TaskRay is a Salesforce-integrated project management tool designed to help project managers reduce chaos, hit deadlines, and improve communication by providing clear task ownership, automated reporting, flexible views, advanced scheduling, collaboration features, and templates, ultimately enabling faster, more efficient project delivery across various industries such as healthcare, finance, and manufacturing.
More Projects Done On Time and Without the Drama
TaskRay gives project managers everything they need to manage work, hit deadlines, and reduce chaos—with fewer meetings.
Less Status Chasing, More Project Doing
Hit Deadlines
Keep projects moving and avoid last-minute scrambles.
Clear Task Ownership
Know exactly who owns what—and when it’s due.
Better Communication
Cut down on back-and-forth and status meetings.
Less Burnout, More Bandwidth
Manage your day with tools that actually help.
Your Daily Project Headaches—Solved
Your Challenges
- Bottlenecks & unclear task ownership
- Repetitive status updates
- Task overload & manual tracking
- Team burnout & project delays
- Customer confusion and curveballs
Solutions
- Clear task assignment + accountability
- Automated reporting and progress views
- Simplified views, smart prioritization
- Efficient workload planning and collaboration
- Structured project plans and external collaboration
Everything You Need to Deliver Successful Projects, Fast
Kanban, My Work, and Plan Views
Manage tasks in the way that works best for you.
Advanced Scheduling & On Hold
Adjust timelines easily when things change.
Collaboration Hub
Engage customers and external partners directly in TaskRay.
Time Tracking & Insights Tab
Keep tabs on effort, progress, and reporting.
Templates
Start every project with a solid foundation.
Project Managers Love TaskRay—Here’s Why
"I used to spend hours each week in status meetings. With TaskRay, I can update stakeholders in minutes and actually focus on getting projects done."
— Implementation Consultant, Medical Device Company
Explore how project managers deliver seamless onboarding and implementation across industries
- High Tech & SaaS
- Healthcare & MedTech
- Financial Services & FinTech
- Telecomm Equipment & Services
- Manufacturing & Supply Chain
- Real Estate & Franchising
Stay Ahead of the Curve
Tips, Tools, and Best Practices to Level Up Your Day
On-Demand Webinar
See TaskRay in Action: Project Management for Salesforce, Simplified
From Our Blog
Why TaskRay Is the Best Project Management Tool for Salesforce Users
Help & Support
Project Portfolio Management from TaskRay Academy
Clarity and Control for Project Leaders
Lead successful onboarding and implementation projects with the visibility, automation, and repeatable processes you need to stay ahead.