A Bird’s-Eye View of Project Health

An Essential Tool for Every Project Manager

Portfolio View is the place to see all your projects in a list-like format. You can sort them by standard or customized project filters, see high-level project metrics and insights, task group information, and surface various fields from the project as columns that can be added or removed. You even have the option to export a project or projects in various file formats for easy sharing.

Available with

Standard, Premium

Plans

Portfolio View

Accessing Important Project Insights Has Never Been Easier

With Portfolio View, project managers can visualize a variety of data for multiple projects simultaneously, as well as define and sort by specific criteria.

Your Entire Project Portfolio at a Glance

Overall progress of all projects in the portfolio

Projects by category, such as all in-flight projects, or projects for a specific department

Task group data of specified projects

Project metrics and summarized insights

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

We've had TaskRay now for over 7 years and it's been game changing. There are certain fundamentals we need based on the type of business we are, and we get a lot of those out of the box so the time-to-value and cost-to-maintain is low.

Josh Kambour

VP Strategy & Revenue Operations at Cloud Giants

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

View, Sort, and Customize Your Entire Project Portfolio in Just a Few Clicks

Best for

Project Managers

Executives

Stay Organized

With health and insights for every project all in one place, you’ll know the status of every task under your command

Identify Needs & Set Priorities

Visualize crucial project data and metrics using project filters, allowing for quick action or course-correction whenever necessary

Customize to Fit Your Needs

Define custom project filters to easily sort and track by categories relevant to job function or other parameters, such as stalled projects or those nearing their due date

Share Updates with Project Stakeholders

Pass along important information to customers and other non-TaskRay users with a single click

Relevant Resources

Key TaskRay Features for Project Managers

Congratulations! You are the proud owner of a brand new TaskRay Project. Take a second to enjoy this moment, because soon enough, it will be time to get to work.

How to Measure Project Success in TaskRay: Dashboards, Reports & More!

How does your organization measure success for your onboarding, implementation, or installation? In this post I will share how we manage our onboarding program using Salesforce and TaskRay to give you some ideas on how to manage yours.