TaskRay Pricing and Plans

Plans & Pricing

Multiple plan options with the right features your team needs to deliver results – whether your workflows are straight-to-the-point, incredibly complex, or somewhere in between.

TaskRay Plans

Starter

Standardize processes and manage your team’s work in one place.

• ​Project Views: Kanban, Plan, Row, Calendar, My Work
• ​Work Management: Checklists, Milestones, Archiving, Dependencies, Project Schedules, Locked Task Dates, Blocked Tasks, Repeating Tasks, Print/Export
• ​Templates & Automation: Template Projects, Template Builder, Cloning, Versioning, Stitching, Sales & Customer Success Handoffs, Customer Onboarding Scores
• ​Reporting & Analysis: Basic Reports, Basic Dashboards
• ​Resource Management: Dynamic Team Builder
• ​Support: Email, Knowledge Base, Training Webinars, Upgraded Support Available

Standard

Optimize the way your team works and collaborates.

• ​Project Views: Everything in Starter, Spreadsheet View
• ​Work Management: Everything in Starter
• ​Templates & Automation: Everything in Starter
• ​Reporting & Analysis: Everything in Starter, Project Portfolio, Template Performance View, Project Insights, Baselines
• ​Resource Management: Everything in Starter, Resource Assignment, Role Assignment, Business Schedules & Holidays, Historical Resource Utilization
• ​Time Tracking: Timer, Timesheet
• ​Collaboration: Collaboration View, Collaboration Connect, Collaboration Hub*, Collaboration Experience*
• ​Advanced Progress Controls: Standard Task Weighting, Time-based Task Weighting
• ​Support: Everything in Starter, Upgraded Support Available

Premium

Wrangle complexity with advanced capabilities.

• ​Project Views: Everything in Standard
• ​Work Management: Everything in Standard, Advanced Scheduler
• ​Templates & Automation: Everything in Standard, Template Migration
• ​Reporting & Analysis: Everything in Standard
• ​Resource Management: Everything in Standard, Resource Attributes, Resource Planner, Capacity & Utilization, Resource Analytics & Forecasting, Assignment Decision Making
• ​Time Tracking: Everything in Standard
• ​Collaboration: Everything in Standard
• ​Advanced Progress Controls: Everything in Standard, Custom Task Weighting, Ongoing Task Progress, Advanced On Hold
• ​Support: Everything in Standard, Upgraded Support Available

Support Plans

Standard

• ​Free
• ​Unlimited Access to Support Site & Content
• ​Unlimited Access to Customer-Focused Webinars
• ​Ability to Log Unlimited Cases

Standard Plus

• ​Custom Pricing
• ​Everything in Standard
• ​Priority Ticket Routing

Elite

• ​Custom Pricing
• ​Everything in Standard and Standard Plus
• ​Advanced Configuration Support & Diagnostics
• ​Proactive Case Monitoring
• ​Mutual Action Plan
• ​Bank of Hours for Advanced Support
• ​Technical Account Manager

Get expert support with ease

Purpose-built support plans and proven frameworks to help you scale, adapt, and succeed—long term.

Elite Support assumes that your company will handle TaskRay and Salesforce configurations and customizations. We will not provide changes or adjustments in customer orgs which interfere with standard TaskRay features and functionality, nor will we troubleshoot errors or issues unrelated to TaskRay or caused by another app.

Customer Testimonials

Great PM tool for intercompany task management

We use the tool in a manufacturing, engineering, and installation capacity. It has helped greatly with visibility / reporting to project progress and task management. Customer Service and support is great. TR is also consistently adding new capabilities and asking what we need.

— Eli Scripture

Great CSM and support team!

TaskRay is a great tool for project and resource management. Its flexibility allows you to shape the tool as your organization needs. Since TaskRay and Flux are now under the same umbrella, I’m excited to see the enhancements that could happen with the way both work together. It will be also great to have some out-of-the-box modules/automations/workflows to make the customization that each organization needs a bit easier.

— Amira Mansour

Great PM Solution for our Marketing Team

TaskRay has played a key role in the growth of our Marketing Team. As our team really evolved, the tool evolved with us. It’s setup in such a way where the changes were easy to make and quick to roll out. And if there was ever a question, the support is second to none.

— Heather Shafland

Robust Documentation

All customers have access to our self-service support site that is full of helpful information developed for users and admins. From tutorials to release videos to a spot to share ideas, provide product feedback, and become a part of our user community, it’s all there for you to use!

Responsive Expertise

Unlimited case logging and email support are included for all customers with live responsive support from one of our experts. Choose our middle or top-tier plan for priority ticket routing for faster response times, or to have proactive, consultative support from our technical solutions team.

Flexible Options

With multiple support plan options you can select the right level of support that best meets your team’s needs for response times and guidance for configuration. Additional options are available to get you started on the right foot and ensure your continued success with TaskRay.

Frequently Asked Questions

Does TaskRay Support provide any hands-on assistance for helping us build out or customize TaskRay?

While hands-on configurations are not included in any of the TaskRay Support Plans, our team of skilled technical experts will provide thorough guidance to make your team successful with such configurations. Our Standard and Standard Plus plans include assistance for standard customizations (such as those documented on our Support Site), and our Elite Support plan includes more advanced services.

If you want someone to handle your build-out and/or help maintain your advanced configurations and customizations, we suggest engaging a Salesforce consultant. Check out our list of trusted implementation partners or contact your Customer Success Manager for a recommendation.

Do any of the TaskRay support plans include help with implementation?

Our support plans are designed to help you after you have implemented TaskRay. If you need help with implementation, please ask your Account Executive or Customer Success Manager for details.

Do any of the TaskRay support plans include Admin training?

While training is not included in any of the TaskRay Support plans, we do provide some options that will help you and your team learn all about TaskRay functionality. The majority of our resources are on our Support Site and we hold monthly webinars specifically geared towards Admins. Additionally, we offer Onboarding Plans and a Retainer of Hours that are thoughtfully designed to ensure that you are getting the most out of your TaskRay implementation. Reach out to your Account Executive or Customer Success Manager if you have any questions.

Who is eligible for Standard Plus and Elite Support?

All customers are eligible to purchase these support plans for an additional fee. The Elite Support Plan requires the customer to complete Onboarding (see our Onboarding Plans page for reference). While the Standard Plus Support Plan does not require completion of onboarding, it is encouraged. Reach out to your Account Executive or Customer Success Manager to get more details.

Do I buy it one time and have it for life?

Standard Plus and Elite Support are annual plans that are paid for at the same time as your TaskRay license(s) renewal.

Can I cancel at any time?

If you decide that a paid TaskRay support plan isn’t for you, please let us know in advance of your next renewal date.

What if I don’t want it now but change my mind halfway through the year?

Talk to your Customer Success Manager—they will help get you set up with Elite or Standard Plus support plan when it makes sense for you. If you upgrade mid-year this plan will be co-termed to your existing subscription dates and services will be prorated based on the remaining time.

What are the key differences between the different TaskRay support plans?

TaskRay offers three support plans: Standard, Standard Plus, and Elite. The Standard plan is provided for all customers and it includes access to the TaskRay support site, unlimited email support, and standard ticket response times. The Standard Plus plan includes everything in the Standard plan, as well as enhanced (shorter) ticket response times. Finally, the Elite plan will include everything in the Standard Plus plan, as well as some additional services, such as New Feature Review, building out a Mutual Action Plan, Proactive Case Monitoring, Advanced Configuration Support, a retainer of advanced support hours, and a designated Technical Account Manager. Along with your savvy Technical Account Manager, our technical solutions team is included by extension to tackle even the most complex requests with combined expertise.

What are the responsibilities of a designated Technical Account Manager?

The Elite Support Plan incorporates having a designated Technical Account Manager who works closely with the customer throughout their plan year. The designated Technical Account Manager is a member of the TaskRay Support team who oversees all of the customer’s tickets, is closely familiar with the customer’s unique implementation of the TaskRay application, as well as manages all the Elite Support plan services offered to the customer.

What is the Retainer of Hours that is included with the Elite Support plan and how is it used?

The retainer of Hours that is included with the Elite Support plan can be used to get assistance with advanced configurations, troubleshooting, in-depth feature review, as well as best practice recommendations for any particular use case. This is a bank of hours that can be used in any way that is impactful and necessary for the customer within the bounds of the program. The retainer of hours does not incorporate hands-on work by the TaskRay team in the customer orgs.

Can the retainer of advanced support hours be purchased outside of the Elite Support Plan?

Yes! Check out our Onboarding Plans to review options and reach out to your Account Executive or Customer Success Manager for more details.

User Community & Ideas Exchange

We believe it’s important to foster collaboration and engagement which is why we encourage our customers to provide new ideas and product feedback. Some of our best new features are born from ideas submitted by our customers and by joining our Salesforce Trailblazer Community, you can share new feature ideas with other users and admins.

Onboarding Is Our Specialty

As the leader in Customer Onboarding in Salesforce, we know how important it is for our customers to get off to the right start with TaskRay.

Expert Training & Consultation

Gain expertise with guided training and consultation from the TaskRay onboarding team.

• ​Proven Onboarding: A structured program for a seamless start.
• ​Tailored Workflows: Custom process reviews and template design.
• ​Smooth Implementation: Setup, testing, and validation.
• ​Ongoing Support: Monitoring and expert guidance post-launch.

TaskRay Services

TaskRay handles setup, configuration, and training for your day-one success.

• ​Hands-On Onboarding: We become an extension of your team for a successful launch.
• ​Process Optimization: We’ll review, refine, and build workflows tailored to your needs.
• ​End-to-End Implementation: We handle setup, testing, and validation.
• ​Continuous Support: We monitor performance and provide expert guidance post-launch.

TaskRay Success Suite

Onboarding programs that provide strategic guidance and hands-on builds to get you to success quicker.

Scaling Efficiently: How Venture Solar Grew Project Volume 4x Without Adding Headcount

Over 5+ years using TaskRay, Venture Solar has quadrupled project volume while streamlining operations and keeping overhead in check.

"Since we started using TaskRay, our general sales volume and install volume has probably realistically quadrupled year to date from when we first started. … And this has really allowed us to scale at that rate because if we were still selling on any other platform, I don't feel as confident that we'd be able to properly manage all the customers' projects."