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
gil zilberstein
Taskray took us to the next level! We looked for a solution to manage our professional services business. We looked for a platform that will allow us to manage projects, tasks and resources and have them all link back to our customer database and opportunities. We definitely made the right choice with Taskray.
Gil Zilberstein
Co-founder and CTO at BkonectG
shannon crouse
TaskRay has saved our nonprofit so much time! We are able to organize for upcoming events in a whole new way, making us so much more productive. We love that we can delegate and track project tasks to fellow employees, instead of them getting lost in texts and emails. Thank you TaskRay!!
Shannon Crouse
3x Salesforce Certified Solutions Architect / Project Manager at Offprem Technology
jack flood
Been using it for years. It is a great tool for planning and coordination that is baked into salesforce.
Jack Flood
VP at Spatial Data Logic Inc.

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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