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Manage Projects Better with TaskRay

Streamline your project management and effortlessly onboard new customers. Create plans, automate tasks, allocate work, and easily collaborate across teams—all within Salesforce.

"Easy to implement and powerful native tool"

Kim Davis

Trusted by Leading Brands

Join thousands of companies like Toast, Aflac, and Paylocity who rely on TaskRay for improved project efficiency and customer experiences.

TaskRay is perfect for businesses that...

Have outgrown spreadsheets or non-Salesforce solutions and require greater visibility into
project performance.

Experience revenue collection delays due to
lengthy onboarding and implementation
processes.

Manage customer experiences in Salesforce
across Sales, CPQ, Service, and Experience
Clouds.

Manage complex customer implementations
due to multiple SKUs, requiring custom
solutions and support.

Made For

Tailored Solutions for Salesforce Customers

Technology & SaaS

Healthcare Life Sciences

Real Estate & Franchising

Manufacturing

Financial Services

Discover How TaskRay Can Transform Your Industry

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Transform Projects Into Profits

Deliver projects faster, cut costs, and boost productivity. TaskRay turns your projects into profit centers.

Faster Project Completion

Faster Revenue Realization

Cost Reductions

In Customer Satisfaction

In Project Visibility

In Project Capacity

Who Benefits from TaskRay

Project Managers

More Efficient Project Delivery
Collaborate with Anyone
Easily Assign Tasks & Work
Manage Resources & Capacity

Management & Operations

Enhanced Customer Experience (CSAT)
Reduced Project Costs
Faster Revenue Collection
Real-Time Project Analytics

Salesforce Administrators

Salesforce Native
Dedicated Support Team
No Integration Required
Extensive Knowledge Base

TaskRay Academy

Learn More

TaskRay Help Center

Learn More

Guided Product Tours

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1 on 1 Support

Connect with Our Support Team

What Makes TaskRay Unique?

What makes TaskRay unique compared to other solutions? We believe in customer enablement.

Every TaskRay customer has on demand access to industry leading knowledge, dedicated customer success and technical support teams, TaskRay Academy training and support documentation to ensure you get the most from your investment in TaskRay.

Create repeatable workflows

Templates & Automation

Easily build repeatable, scaleable, and shareable project templates to accelerate projects and onboarding processes.

Explore Templates & Automation

Manage teams efficiently

Resource Management

Easily staff projects, assign work and tasks to teammates, customers, or partners based on unique skills, requirements and capabilities.

Explore Resource Management

Complete projects fast

Task Management

Centralized all the moving parts of your project and manage projects your way with Gantt Charts, Kanban boards, calendar view, spreadsheet, checklists, and more.

Explore Task Management

Involve everyone

Collaboration

Easily bring customers and partners into project workflows to boost visibility and accountability on all project tasks.

Explore Collaboration

Make better Decisions

Analytics

Monitor project performance and profitability in real-time with TaskRay Analytics. Review project health or drill down for in-depth analysis of active statuses, delays, and resource allocation.

Explore Analytics

By the Numbers

Join thousands of companies like Toast, Aflac, and Paylocity who rely on TaskRay for improved project efficiency and customer experiences.

Over 7.2 million projects managed each year

Over 36 million tasks completed annually

600k new projects created each monthly

13k new projects managed per customer annually

TaskRay is used in 110 countries around the world

Customers on average complete projects 2.5x faster

What Our Customers Say

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

Business Process Manager at CyberPower Systems USA, Inc.

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 sheets. 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.

Ariana Zamora

Senior Operations Analyst at 1upHealth

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 TR to anyone that needs project management assistance.

Paula Jarvis

Salesforce Platform Manager at MRA

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.

Tim Brevart

Enterprise Architect at NBCU

Really great tool. Saved us a ton of time on project set up and gave us visibility across all our projects in one place.

Jeremy Bannon

Founder | Consultant at Full Circle SFDC LLC

Taskray is a good tool to manage complex projects. Customizable to fit the business needs and user-friendly. Great support from the Taskray customer service team. We recommend Taskray +++++

Ludivine Jobit

IT Application Specialist at Amcor

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.

Gita Kulkarni

President at Avinta Services

TaskRay has saved our nonprofit 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!!

Shannon Crouse

3x Salesforce Certified Solutions Architect / Project Manager at Offprem Technology

Been using it for years. It is a great tool for planning and coordination that is baked into salesforce.

Jack Flood

VP at Spatial Data Logic Inc.

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 that can be cloned for any new customer.

Enrique Pasos

Director of Technology Services at Fortis

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.

Gil Zilberstein

Co-founder and CTO at BkonectG

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.

Kirk Reinzuch

Sr. Consultant at Veltig

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.

Tyler Hoffman

CEO

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.

Paramjit "Romi" Chopra

President at Midwest Institute for Minimally Invasive Therapies

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.

Steve Chipman

Marketer at CRM Switch

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.

Kim Davis

RevOps Strategist at Kicksaw

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.

Jason Washburn

Founder at Agility Academy

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.

Case Thompson

Sr. Property Transitions Coordinator at Greystar

The Best Choice for SaaS Implementation Teams. You get all the benefits of an amazing project management tool, like task and time tracking, but you also get all of the incredible Salesforce functionality like automation, reporting, and dashboards.

Ari Knight

Vice President of Customer Experience at extendedReach by KCare

TaskRay helps manage our time, tasks and projects in a simple, yet effective manner. I like the drag-and-drop user interface. Being able quickly assign a single task or many tasks is a time-saver!