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.
