TaskRay

Task Management

TaskRay is a Salesforce-native, AI-powered task management solution that centralizes work with flexible views, scheduling, and prioritization to ensure clear ownership, accountability, and efficient project progress by keeping tasks visible, deadlines on track, and priorities focused while reducing administrative overhead.

Control the Work, Hit Every Deadline

TaskRay provides centralized, Salesforce-native task management with flexible views, powerful scheduling, and AI-powered prioritization. This ensures every task is visible, every owner is accountable, and every project moves toward completion efficiently.

Execution That Stays On Track

When task management is scattered, deadlines slip and priorities blur. TaskRay consolidates work into one place with clear views, structured assignments, and controls that make schedule changes easier to manage. AI-powered signals help teams focus on what matters most, so projects move faster, blockers surface earlier, and progress is easier to trust.

Execution Impact

Turn Task Chaos Into Clear Next Steps

TaskRay offers every team a simple, reliable way to manage work so projects stay on track, priorities are clear, and updates are quick.

  • Keep projects on schedule: Use list and board views with flexible scheduling to keep shifting timelines under control.
  • Boost focus and accountability: Centralized tasks, clear owners, and smart signals make it easy to see who is responsible for each next step.
  • Move faster with less admin: Manage work in one place, reduce manual updates, and free teams to focus on delivery.

Clear Priorities & Easy Task Management for Busy Contributors

TaskRay provides clear priorities and easy task management, helping contributors stay focused and efficient.

AI-Powered Project Management in Salesforce

TaskRay, combined with Agentforce, turns your Salesforce project data into an intelligent assistant that prioritizes work, flags risks, and keeps every project moving.

Keep Every Project Visible, Aligned, and Moving

Keep Work Visible and On Time

  • Time Tracking: Compare estimated and actual hours to understand effort and utilization.
  • Task Weighting: Weight tasks by impact so progress reflects real work completed.
  • Checklists: Break tasks into simple steps to ensure details are captured and not forgotten.
  • AI-Powered Task Prioritization: Highlight urgent or high-impact tasks so teams always know what comes first.
  • AI-Powered Time Tracking: Step-by-step prompts help people log time accurately without extra friction. (Coming soon!)
  • AI-Powered Flexible Scheduling: Shift dates or milestones and let the system adjust linked work automatically. (Coming soon!)

Frequently Asked Questions

1. What does TaskRay’s Task Management include?

TaskRay offers a centralized, Salesforce-native task management experience with multiple customizable views—such as Gantt charts, Kanban boards, spreadsheets, and checklists—enabling flexible and streamlined project control.

2. Can I batch-edit tasks and preview scheduling impacts?

Yes—TaskRay supports batch editing of tasks and lets you test out the impact of scheduling changes before applying them, giving you more control and fewer surprises.

3. How does TaskRay improve project visibility and accountability?

With an array of customizable views, TaskRay provides complete visibility into task status, priorities, next steps, and ownership, enhancing transparency and helping teams stay accountable.

4. What views are available for managing tasks?

Users can choose from Plan View (Gantt), Kanban, spreadsheet, and My Work views—each catering to different workflows and offering flexibility to manage tasks efficiently.

5. What tools are available for managing tasks as they go?

TaskRay enables users to update task details, manage statuses, handle roadblocks, track checklists, collaborate via Chatter, and log time—ensuring every task is effectively handled through to completion.

6. Are there any best practices or common questions about TaskRay task management?

Yes—the TaskRay community has explored frequent user questions, such as how to hide completed tasks in Kanban views. Solutions include collapsing finished columns or applying filters to streamline your view.

7. What are the core strengths and limitations in terms of task management?

TaskRay excels with straightforward UI, multiple visual task views (Kanban, Gantt, My Work), and strong scheduling and time tracking capabilities. However, some users note limitations in advanced features, such as cost management, risk analysis, or full PSA functionality.