taskray
Book a Demo
Back to Analyze Performance

Real-Time Project Insights are Just a Click Away

For When You Need the Big Picture, Fast
The Project Insights tab provides a high-level overview of a project’s health, with the ability to dive deeper into specific task metrics. It also offers visibility into tasks at risk, a breakdown of team members involved in a project and their relative task statuses, as well as the option to compare all project task data in chart form.
Available with
Standard, Premium
Plans
project insights main
project insights secondary
Project Insights

Stay High-Level or Get into the Weeds with the Insights Tab

The Insights Tab breaks down project task data within two sub-tabs, Overview and Charts.

Summarized Task Statuses for Easy Prioritization and Troubleshooting

  • Get a snapshot of project health, risks, task distribution, and status
  • Milestones and their scheduled dates, as well pertinent task details
  • Tasks at Risk, such as overdue tasks, as well as related task details
  • In the Charts sub-tab, you can compare and visualize task data using various chart types
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!
Melanie Duke
Director of Business Process Development at TurnKey Marketing
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.
Marissa Lambrecht
Operations Team Lead at Appluent
heather shafland
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.

Frequently Asked Questions

What type of insights does the Project Insights feature provide?

  • Thetrends, blockers, and performance signals so teams can make informed decisions and address issues early.

Can I drill down from project‑level insights into task‑ or resource‑level drivers?

  • Yes, Project Insights lets you drill down from high-level project data into individual tasks or resources. This makes it easier to understand what’s driving progress, delays, or workload issues and take targeted action.

Are there alerts or recommendations when a project is veering off track?

  • Yes, Project Insights can surface alerts and recommendations when a project shows signs of risk or delay. These early signals help teams take corrective action before small issues turn into bigger problems.

How often are insights updated, and can they be scheduled or automated?

  • Project Insights are updated regularly as project data changes, providing timely and relevant visibility. Many insights can be automated or scheduled so teams consistently receive updates without manual effort.

Up-to-the-Minute Project Insights are Just a Click Away

Best for

Project Managers
Executives

All Project Info, One Hub

No need to jump between platforms or schedule internal meetings to get a full picture of a project’s status in real time

Quickly Course-Correct When Needed

Project managers can identify problem areas fast and make informed decisions about triage and priorities

See and Share Data the Easy Way

Charts offer a variety of ways to provide a high-level project overview to leadership and other stakeholders

Relevant Resources

Visit Our Knowledgebase

Our help documentation is a great resource for getting to know TaskRay features. 
Learn more about Project Insights
taskray features

Want to see TaskRay in action?

Request a one-on-one demo with our solution engineering team.
Book A Demo
Start a Free Trial
taskray logo
Subscribe to Our Newsletter
Product
Solutions
Resources
About Us
© 2026 TaskRay – All rights reserved.
Privacy Policy Legal
salesforce appexchange
aicpa soc