Your One-Stop-Shop for All Things Templates

Save Time and Standardize Processes
Within Template Hub, you’ll find Template Builder, where you can create or iterate from existing templates in order to streamline and standardize your repeatable processes. Create hierarchies, assign team members and resources, schedule milestones and tasks, and make edits to existing templates—all in one place.
Available with
Starter, Standard, Premium
Plans
template hub main
automation templates

A Tool Designed for Everyone

No matter your need, operating from a standardized framework is essential to completing projects on time and on budget. You can manually clone or stitch existing projects together to save time, and easily update or edit with the peace of mind provided by trackable changes and template versioning. Onboarding managers can analyze project performance and modify the template in real time based on project performance metrics and trends.

Organize and manage your projects through any combination of layers

  • Projects
  • Sub-projects
  • Task Groups
  • Tasks
  • Checklists
jason washburn
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
paramjit romi chopra
We are a federation of healthcare related companies and have used Taskray for the several years now. It has been spectacular and we have used it to run all kinds of small and large projects very effectively. I would highly recommend this to anyone who needs effective project management on the Salesforce platform.
Paramjit "Romi" Chopra
President at Midwest Institute for Minimally Invasive Therapies
tim brevart
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

Less Time, Less Money, More Value

Best for

Onboarding Managers
Project Managers
Executive Team

Creates Efficient, Standardized Processes

Onboarding with the same framework improves speed-to-value and reduces inefficiencies, saving time, money, and other resources.

Greater Transparency for Stakeholders

Transparency allows for easy and informed management of operational processes and needs within projects.

See Real-Time Improvements

Create new versions from existing templates, test those changes risk-free, compare project performance against target KPIs, and save money by improving timelines in real time.

Relevant Resources

Visit Our Knowledgebase

Our help documentation is a great resource for getting to know TaskRay features. 
taskray features

Get in Touch

Ready to chat? Schedule a call with us to see how TaskRay can help you manage projects better.
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