See TaskRay in action - watch the demo now!

Book a Demo

See Your Projects Clearly. Steer Them Confidently.

TaskRay turns combined Salesforce and TaskRay data into clear reports and dashboards so you can see performance in real time, spot risks early, and keep delivery on time and on budget.

Explore Features

Know What’s Happening and What’s Coming Next

When reporting is scattered or shallow, leaders guess, teams react late, and problems show up in customer outcomes. TaskRay pulls project and customer data into one place, adds focused portfolio views and performance tracking, and layers in smart summaries and risk signals so you can move from rearview reporting to forward-looking decisions.

Business Impact You Can Actually Prove

Standardized Reporting That Leads to Better Results

TaskRay gives executives and project leaders a consistent, trusted view of project health, team performance, and resourcing so they can adjust quickly and confidently.

Decide with confidence

Use unified Salesforce and TaskRay data, clear trends, and baseline comparisons to back every decision with real numbers, not gut feelings.

Deliver faster and hit targets

Spot bottlenecks, delays, and at-risk projects with portfolio views and AI-powered insights so teams act early and improve time to value and resolution.

Improve CSAT and long-term performance

Track how work actually gets done, learn from patterns, and refine processes so customers experience smoother delivery and more predictable outcomes.

TURN PROJECTS INTO PROFIT

Real-Time Visibility & ROI for Customer Onboarding Executives

TaskRay for Executives

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.

Explore TaskRay + Agentforce

Analytics Built for Real Project Work

Project Insights

See project health instantly and jump straight to problem areas.

Portfolio View

Scan every project with key metrics in one sortable view.

More Ways to Turn Data Into Decisions

Out-of-the-Box Reporting

Launch with ready-made reports you can quickly tailor to needs.

Lightning Components

Put critical project metrics on the Salesforce pages teams use.

Baselines

Compare against baselines to understand drift, predict impact, and improve.

Custom Reporting

Build custom Salesforce reports when you need deeper, specific analysis.

Custom Dashboards

Group reports into focused dashboards for leaders, teams, and roles.

AI-Powered Project Summaries ✨

On-demand project, milestone, and risk reports with visual insights. Coming soon!

Excited about future TaskRay capabilities?

Discover upcoming features on our horizon and have a say in what comes next!

Explore Our Roadmap

Frequently Asked Questions

1. What reporting does TaskRay provide?
TaskRay offers a multifaceted reporting approach, including Salesforce-native reports, public dashboards, and custom Lightning components (Snapshot, Project, Status), enabling you to analyze key metrics such as project health, delays, and resource allocation—all from within the Salesforce ecosystem.

2. How does TaskRay allow real-time project monitoring?
You can monitor projects live using public dashboards for high-level health checks, or drill down into insights such as overdue tasks and baseline comparisons. For quick visual snapshots, the Insights tab offers real-time status directly in the app.

3. What are the Insights and Performance tabs in TaskRay?
The Insights tab aggregates key metrics when you select projects—such as progress, risk areas, task status distribution, and team ownership. The Performance tab includes: Portfolio View: List-based, high-level project health. Template Performance View: Compares completed projects against template benchmarks to highlight delays or inefficiencies.

4. Can I use Salesforce reporting tools with TaskRay?
Yes—TaskRay includes pre-built reports (e.g., for onboarding, time tracking, templates) accessible in folders like TaskRay Reports and TaskRay Time Reports, which you can also customize or build from scratch using Salesforce’s native report builder.

5. Are there Lightning components for metrics display?
Absolutely. TaskRay includes 3 Lightning components—Snapshot, Project, and Status—which can surface custom metrics anywhere in Salesforce, like on homepages or record pages for improved visibility and adoption.

6. How do dashboards support executives vs. project managers?
Executives can leverage public dashboards for real-time visibility into project performance and profitability. Project Managers can dive deeper with drill-down insights, including resource views, delays, status updates, and trend analysis, to stay on schedule and on budget.

7. Which TaskRay editions include reporting features?
Reporting features—including Salesforce reports, dashboards, Insights, and Portfolio view—are available across all editions (Starter, Standard, Premium). Enhanced features, such as Resource Analytics (forecasting for Premium), are available in both the Standard and Premium editions.

Want to see TaskRay in action?

Our Salesforce-native customer onboarding solution is easy to implement and user-friendly. Talk to a TaskRay expert and see how you can keep teams and customers connected and the work on track during the initial moments that matter the most.