Consolidate Your Data Visualization Tools with TaskRay Views

With TaskRay, users can surface project data in multiple ways, allowing teams that might have selected different tools to live in one that supports multiple ways to work. Managers can visualize and share project plans in various views, such as Gantt charts, calendar view, Kanban, and project boards.

Available with

Starter, Standard, Premium

Plans

Kanban View

See What You Need To, Hide What You Don’t

Kanban view is one of many ways that TaskRay lets users visualize workflow. Kanban view is basically the digital version of a whiteboard with movable sticky notes that depict various stages of process.

Plan View

Get the Whole Picture of Your Whole Project

You’ll be able to see project structure, task schedules, and easily build out dependencies among tasks. Use this view to compare project baselines against progress, build out new projects, add tasks to existing ones, and reorganize tasks or adjust dates with the ease of drag-and-drop functionality.

My Work View

Automatically Sorted and Built, Just for You

Think of the My Work view like your personal assistant, organizing a to-do list customized to your unique workload—AND providing up-to-the-minute notifications about changes and updates to your projects.

Row View

Row View Delivers Top-Notch Project Visibility

Row View lets you group tasks by standard and custom fields so you can reorganize a list of tasks based on specified criteria. Standard fields include Owner, Blocked, Start Date, End Date, Priority, Project, and Task Group. With drag-and-drop flexibility, users can move tasks between groupings, automatically populating them with the new grouping field value.

I work for a Salesforce Partner and have recommended TaskRay to almost every client who has a need for an Salesforce-native project management solution. Out of box, there are a number of automated features that clients can immediately leverage with minimal configuration required. The team at TaskRay is fantastic as well.

Tim Brevart

Enterprise Architect at NBCU

A MUST for any Project Management on Salesforce! TaskRay finds a way to fuse simple checklist / GTD, Agile, and Waterfall project management in one tool. I have been involved in Project Management for over a decade and it is hard to find a tool that does any one of these three methodologies well, and TaskRay executes all three interchangeably with excellence.

Jason Washburn

Founder at Agility Academy

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

Data-Driven Resource Management that Gets Results

Best for

All TaskRay Users

Project Managers

Onboarding Leaders

Eliminate Distractions

Cut through the workday noise and see your top priorities for the day, your current work week, and the weeks ahead

Built-In Automations

Streamline workflow through in-app notifications that keep you apprised of important updates.

Increase Efficiency

By knowing exactly what tasks need your attention, you’ll be able to identify your priorities and tackle them faster.

Relevant Resources

Mastering Task Management with TaskRay

Watch our TaskRay webinar to learn expert tips on optimizing workflows, boosting productivity, and enhancing your task management skills, whether you’re new or experienced.

Tips & Tricks: Plan View

Plan View is one of the main views in TaskRay and it visualizes projects on a Gantt-like timeline. This view makes it easy to schedule tasks, connect dependencies, and see the entire project timeline from start-to-finish.