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Resource Management for Balanced Teams and Reliable Delivery

TaskRay gives you Salesforce-native resource management that brings capacity, workload, and skills into one view. Plan who does what and when, balance work across teams, and use live data and smart suggestions to staff projects without guesswork or burnout.

Match Capacity to Demand in Real Time

When you cannot see who is busy, projects stall and people burn out. TaskRay centralizes roles, skills, and workload so you can staff projects with confidence. AI-powered signals help you spot overload early, choose the best fit people, and keep work flowing at a sustainable pace.
easily assemble resources
Increase On-Time Delivery

Fewer Delays, Fewer Fire Drills, More Predictable Go-Lives

Give resource managers and project leaders a clear picture of who is available, what they are working on, and where to place the next project so timelines, teams, and targets stay aligned.
improved experiences
Balance workloads across teams
See assignments by person, role, and project so you can spread work fairly and avoid overload.
Staff projects with the best-fit people
Use roles, skills, and attributes to place the right people on the right work at the right time.
Plan capacity with confidence
Rely on real-time utilization data to forecast demand, protect margins, and say yes or no with clarity.
LEAD WITH CONFIDENCE

Visibility & Team Alignment for Onboarding Success

AI-Powered Project Management in Salesforce

TaskRay + Agentforce turns your Salesforce project data into an intelligent assistant that prioritizes work, flags risks, and keeps every project moving.

Cut Guesswork, Protect Your Team

Resource Planner

Plan workload and capacity so no one is overbooked.

Resource Attributes

Tag skills and traits to quickly find the right people.

Dynamic Team Builder

Build project teams fast using roles, availability, and skills insights.

Roles

Clarify responsibilities so everyone knows their part on projects.

Time Tracking

Capture actual hours cleanly for utilization, forecasting, and profitability insights.

AI-Powered Teaming ✨

Suggest strong staffing options based on availability, roles, and skills. Coming soon!

AI-Powered Task Prioritization ✨

Spot overloaded resources early so you can rebalance work quickly. Coming soon!

AI-Powered Time Tracking ✨

Prompt people to log time so revenue and capacity stay accurate. Coming soon!
Excited about future TaskRay capabilities?
Discover upcoming features on our horizon and have a say in what comes next!

Want to see TaskRay in action?

Talk to a TaskRay expert and see how our Salesforce-native work management solution enables you maximize resources to truly improve time to value, speed up revenue recognition, and deliver superior customer experiences.
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