Every business grows at its own pace, and so should your project management tools. That’s why TaskRay’s new Add-Ons give you the flexibility to expand capabilities on your own timeline. Whether you’re ready to solve specific business challenges or unlock advanced functionality, you can now choose exactly what you need to drive outcomes that matter most.
Our Add-Ons are designed to help teams:
You can enhance your Standard Edition with individual add-ons or choose bundled options for even greater value. Each one is designed to help you solve specific challenges, accelerate processes, and improve visibility across your projects.
What it includes: Template Sync + Template Migration
What it delivers: Streamline project creation and updates. Keep templates perfectly aligned across teams and business units, no matter how often processes evolve. With migration tools and syncing capabilities, you’ll save hours on setup and eliminate version headaches.
⭐ Best for teams with high template usage who need consistency, compliance, and zero room for process deviation.
What it includes: Resource Planner + Attributes + Analytics + Forecasting
What it delivers: Get clarity into team capacity and utilization so you can assign work intelligently and plan ahead with confidence. Forecast resource needs, balance workloads, and make proactive staffing decisions all in one place.
⭐ Best for teams who struggle with missed deadlines due to resourcing issues and need visibility to assign work accurately from the start.
What it includes: Advanced Scheduler + Advanced On-Hold + Ongoing Task Progress + Custom Task Weighting
What it delivers:
Manage complex timelines with more precision and control. From dynamic scheduling to smarter on-hold management, this bundle gives you advanced tools to keep projects aligned, even when plans change.
⭐ Best for teams who deal with frequent timeline changes, layered task structures, and need accurate visibility into effort and progress to keep delivery moving.
Harness the power of Agentforce, Salesforce’s trusted AI layer, directly within TaskRay. TaskRay AI helps teams work smarter and faster by assisting with project insights, summarization, and data-driven recommendations, all inside your Salesforce environment.
Use it to:
⭐ Best for teams who want AI that understands their projects, flags what needs attention, and helps them take action faster.
Collect and manage project data with greater accuracy and speed. With digital, mobile-friendly forms, you can streamline data collection and ensure updates flow directly into TaskRay projects, no manual entry required.
Use it to:
⭐ Best for teams who need clean, real-time updates from contributors outside Salesforce.
If you’re looking to solve a specific business challenge, you can activate any feature individually, like Template Sync, Template Migration, or Advanced Scheduler, and expand as your needs grow.
Outcome: Lightweight adoption with immediate impact.
Every team’s journey looks different. And that’s why TaskRay Add-Ons are built for flexibility. Whether you want to scale thoughtfully or implement advanced capabilities right away, you can tailor your TaskRay experience to meet your team’s goals.
Discover how TaskRay Add-Ons can help you scale smarter, deliver faster, and get more from every project.
