Taskray

TaskRay contains a feature set unmatched by any other project management software. TaskRay is Salesforce native, users can seamlessly tie TaskRay projects and tasks to existing accounts, opportunities, and contacts. Best of all, with TaskRay’s automation capabilities, kicking off a project is a breeze.TaskRay is a 100% Salesforce native project management app. All learning styles and experience levels are supported, making user adoption a breeze. Since TaskRay resides within Salesforce, it will always be up and running when Salesforce is running. With TaskRay, users’ data never leaves the Salesforce instance. And TaskRay uses the same security and sharing controls users already know and trust within Salesforce. Users can embed TaskRay's project management capabilities in Salesforce with Lightning Components. And with TaskRay for Salesforce Communities, users can connect with employees, customers, and partners who aren’t running Salesforce. By getting the customers up and running in a timely, seamless, and organized manner, TaskRay helps make the customers happy. TaskRay = Success.

With TaskRay users can visualize projects and tasks in one of four beautifully designed views: ROW (task grouping by attribute) KANBAN (sticky notes on a whiteboard), PLAN (interactive Gantt chart), and CALENDAR (visualization of tasks throughout the month). Make new customers happy by building a post-sales process using TaskRay’s cloneable project templates, repeating tasks and automation features. With TaskRay, users can visually connect tasks through the interface – when something changes, users can easily drag and drop tasks and whole projects while maintaining the key relationships between tasks. TaskRay’s time tracking feature allows users to track and report on estimated, actual and billable time; and even generate time sheets by projects.