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
enrique pasos
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
paula jarvis
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
kim davis
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

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. 
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Want to see TaskRay in action?

Request a one-on-one demo with our solution engineering team.
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