TaskRay Project Management App for Salesforce
TaskRay is a native Salesforce project management app that streamlines project delivery with AI-powered intelligent workflows, repeatable templates, resource and task management, customer collaboration, and real-time analytics to improve onboarding, optimize team efficiency, and enhance decision-making for executives and project managers.
TaskRay: Project Management App for Salesforce
Maximize Salesforce with a native platform for project delivery. Launch with pre-built templates, optimize resource capacity, and scale through intelligent workflows. From seamless customer collaboration to deep-dive analytics, TaskRay helps you measure what matters and improve every outcome.
AI-Powered Project Management in Salesforce
TaskRay + Agentforce turns your Salesforce project data into an intelligent assistant that prioritizes work, flags risks, and keeps every project moving.
Stop Losing Time, Revenue, and Customers to Broken Onboarding
When onboarding breaks down, you don’t just delay implementation—you lose trust, revenue, and long-term customer value. TaskRay gives you the tools to fix it fast and build a repeatable onboarding engine that scales.
Key Features
Create Repeatable Workflows
Templates & Automation
- Build repeatable, scalable, and shareable project templates to accelerate projects and onboarding processes.
Manage Teams Efficiently
Resource Management
- Staff projects, assign work and tasks to teammates, customers, or partners based on unique skills, requirements, and capabilities.
Complete Projects Fast
Task Management
- Centralize all project components and manage projects your way with Gantt Charts, Kanban boards, calendar view, spreadsheet, checklists, and more.
Involve Everyone
Collaboration
- Bring customers and partners into project workflows to boost visibility and accountability on all project tasks.
Make Better Decisions
Analytics
- Monitor project performance and profitability in real-time. Review project health or drill down for in-depth analysis of active statuses, delays, and resource allocation.
Who Benefits from TaskRay
Executives
- Enhanced Customer Experience (CSAT)
- Reduced Project Costs
- Faster Revenue Collection
- Real-Time Project Analytics
Project Managers
- More Efficient Project Delivery
- Collaborate with Anyone
- Easily Assign Tasks & Work
- Manage Resources & Capacity
Team Leaders
- Drive On-Time Project Delivery
- Clear Visibility into Team Workloads
- Identify Risks Before They Escalate
- Track Progress Across the Entire Team
Task Owners
- Clear Task Priorities & Next Steps
- Work in One Connected Workspace
- Easy Task Updates & Status Tracking
- Stay Aligned with the Project Team
Salesforce Administrators
- Salesforce-Native
- Dedicated Support Team
- No Integration Required
- Extensive Knowledge Base
TaskRay is Perfect for Businesses That...
- Need more than spreadsheets or disconnected, non-Salesforce tools can provide.
- Experience delayed revenue and dissatisfied customers due to slow onboarding or implementation.
- Manage customer experiences in Salesforce; Sales, CPQ, Service, and Experience Clouds.
- Manage complex implementations with strict compliance and regulatory requirements.
- Can scale to meet any company size: Small Businesses, Mid-size Businesses, Enterprise Businesses.
Tailored Solutions for Salesforce Customers
- Technology & SaaS
- Healthcare Life Sciences
- Real Estate & Franchising
- Manufacturing
- Financial Services
- Telecommunications
What Our Customers Say
"One of TaskRay’s biggest strengths is its flexibility—it adapts to our workflows rather than forcing us to change how we operate. If you’re looking for a project management solution that scales with your business and delivers real results, TaskRay is the way to go!"
"TaskRay has streamlined our project management and operations, boosting efficiency and collaboration. Integrating TaskRay with tools like Formstack and FilePulse 360 has further simplified client onboarding and improved team coordination."
"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."
"TaskRay has been great for our company. Before we spent our time in meetings with clients and internal stakeholders to figure out where we were in projects based on data that was manually inputted every day in spreadsheets. Now we are able to create templates, clone, and simply add time to projects with the ability to pull Salesforce reports and share public dashboard links with our clients."
"TaskRay helps our different lines of business organize their roadmap of business easily and with transparency. We are able to share project information across the company allowing the business to understand resource allocation and gaps. This app is so simple to use and configure to our needs. I would highly recommend TaskRay to anyone that needs project management assistance."
"I work for a Salesforce Partner and have recommended TaskRay to almost every client who has a need for an Salesforce-native project management solution. Out of box, there are a number of automated features that clients can immediately leverage with minimal configuration required. The team at TaskRay is fantastic as well."
"TaskRay is a really great tool. It has saved our teams a ton of time on project set up and given us unparalleled visibility across all our projects, all natively in Salesforce."
"TaskRay is a powerful and easy to use tool to manage complex projects. Customizable to fit the business needs and user-friendly. Great support from the TaskRay customer service team. We highly recommend TaskRay!"
"The consolidated analytics of sales to delivery is on point. From an implementation perspective, tool is simple to turn up and customize. The online support and team behind them are frictionless."
"TaskRay has saved our business so much time! We are able to organize for upcoming events in a whole new way, making us so much more productive. We love that we can delegate and track project tasks to fellow employees, instead of them getting lost in texts and emails. Thank you TaskRay!!"
"I have been using TaskRay for years. It is a great tool for planning projects and managing tasks with colleagues and customers alike. I love that everything is baked into Salesforce."
"TaskRay has really helped to fill a huge need in our company. We needed a way to make sure that all new customers get onboarded in a consistent way and that the process be visible to management. TaskRay has enabled us to that with the use of templates, automations, and analytics. We save a lot of time since these processes are easily cloned for every new customer."
"Taskray took us to the next level! We looked for a solution to manage our professional services business. We looked for a platform that will allow us to manage projects, tasks and resources and have them all link back to our customer database and opportunities. We definitely made the right choice with Taskray."
"I've used TaskRay personally and installed it on many client orgs. This is one of the best project management tools available for the Salesforce Platform. Along side with being my top choice, the TaskRay support team is always available to help out and has been outstanding with quickly resolving issues."
"Before Taskray, new client orders would occasionally get dropped, and other types of projects would go weeks without meaningful progress updates. The visibility and real-time status updates we gained have enabled my team to keep up with our volume, and no orders have been dropped since we got onto the tool."
"We are a federation of healthcare related companies and have used Taskray for the several years now. It has been spectacular and we have used it to run all kinds of small and large projects very effectively. I would highly recommend this to anyone who needs effective project management on the Salesforce platform."
"We always recommend TaskRay where applicable. For companies that have the types of processes supported by TaskRay, we heartily recommend the app. Really well designed with excellent documentation and top notch customer support."
"I find TaskRay a fantastic project management tool. I use it internally to manage my work with clients. I also administer it for clients as a consultant and find it easy to work with and configure."
"A MUST for any Project Management on Salesforce! TaskRay finds a way to fuse simple checklist / GTD, Agile, and Waterfall project management in one tool. I have been involved in Project Management for over a decade and it is hard to find a tool that does any one of these three methodologies well, and TaskRay executes all three interchangeably with excellence."
"Great Tool for Project Management with A Great Product Support Team! TaskRay is easily customizable and excellent for our user requirements and differing project types. We use it to manage our client projects and also for internal performance management and goal tracking."
Get In Touch
Ready to chat? Schedule a call with us to see how TaskRay can help you manage projects better.