SO MANY FEATURES PACKED INTO ONE APP - TASKRAY HAS IT ALL

TaskRay is simply the most robust project management app available for Salesforce. Check out our extensive list of incredibly useful features.

SALESFORCE EDITIONS

G

P

E

U

VIEWS

Kanban

Manage projects and tasks like sticky notes on a whiteboard.

Row

Visualize to-dos for any given search by grouping tasks by selected attributes.

Plan

Drag and drop Gantt-style chart: shift schedules, create dependencies and reassign team members.

Calendar

Schedule tasks on a monthly calendar layout to show due dates, milestones, and potential conflicts.

PROJECTS

Templates

Save time by copying saved project templates, including tasks, checklists, and attached files.

Filters & Views

View projects in standard views or create custom filters.

Archive

Hide completed projects from boards. Archived projects are still available in reports.

Schedule Projects

Build projects on timelines for improved visual scheduling.

Favorites

Star favorite projects for quick access from the sidebar.

Multi-Project Boards

Drill in or select multiple projects at once.

Colors

Easily change project color identifiers.

Privacy Settings

Control level of visibility and sharing access by project.



TASKS

Task Cards

Work quickly with at-a-glance info and one-click actions.

Quick & Bulk Actions

One click to update status, project, reassign, and more. Select one task at a time or perform bulk actions.

Checklists

Use multiple checklists to stay organized within a task.

Multiple “Owners”

Using checklist assignments, divide and conquer any task.

Repeating Tasks

Easily create repeating tasks for predictable to-dos.

Dependencies

Set-up projects with tasks that are dependent on each other and watch timelines auto update.

Daily Planner

Set up daily email reminders for current to-do list and summary of recent activity.

Email to Task

Forward emails to a unique TaskRay address to create new tasks.

Task Assignments

Automatic email notifications upon task assignment.

Labels & Topics

Quickly identify task cards with topics or custom fields as labels. 

Quick Add

Quickly add tasks from any view.

Group Tasks with Bulk Update

Group tasks with customized grouping options to bulk view and update sets of tasks.

Milestones

Add milestones to your projects to set dates for important deliverables. 

Blocked Tasks

Mark tasks as blocked to visually highlight them across all views. 

Time Tracking

Quick add time from a task card, checklists, or task detail. View timesheet for aggregate view.

COLLABORATION

Chatter Conversation

Enable project collaboration. Quickly identify new conversations with task card notifications.

Feed Tracking

Track and follow field changes in the Chatter feed for real-time updates.

Recent Activity

View project and task feed in one aggregated sidebar.

Auto-Follow

Auto-follow projects to get updates on all tasks.

Share Files

Attach files and links directly to projects and tasks.

Recent Files

Easily search and view all project files in one place.

USERS

Queues

Add tasks to a queue and assign team members later.

Teams

Add users, queues, and groups to project teams.

Bulk Manage

Bulk add and remove team members to easily manage team changes.

Assignments

Drag and drop a team member from the sidebar to reassign tasks.

CUSTOMIZATIONS

Project & Task Details

Easily customize fields, groupings, labels, & more with standard Salesforce platform administration.

Custom Statuses

Organize tasks into customized columns to fit unique business process.

Multiple Kanban Boards

Customize columns specific to a department, team, or project & task record type.



Lightning Components

Easily drop pre-built components into any Salesforce object with Lightning App Builder.

Workflow and Approval Automation

Automate custom notification emails and approval processes.



Processes

Create new projects automatically from templates using built-in Process Builder options. 



MORE

100% Salesforce Native

Manage projects without leaving Salesforce. Seamlessly move between Lightning & Classic Editions.

TaskRay Mobile

Available for tablets and phones with Salesforce1.

International & Multilingual Support

Supported through Salesforce in Translation Workbench. Also allows different date formats.

Reports

Use default reports or generate custom reports using commonly requested metrics.

Dashboards

Sample project and time tracking dashboards providing jumpstart to management summaries.


Printing

Several print options for generating and sharing Gantt-style, Calendar, and Agenda reports.

Unlimited FREE Support

Our Customer Support team puts the "service" in software as a service.

Extensions

TaskRay works with apps like Cirrus, Box, Conga, Gridbuddy, Workato and more.

Communities

Invite your customers, partners, vendors to interact with TaskRay.

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SALESFORCE EDITIONS

G /  Group Edition

P  /  Lightning Professional

E   /  Lightning Enterprise

U  /  Lightning Unlimited

 

 /  Some Salesforce limitations apply, please contact us for more details.

 /  TaskRay works with Salesforce Communities, but an extra Salesforce charge applies, Please contact us for more details.