Project & Resource Management

Enhance project visibility, increase management control, maximize your resources, and streamline your workflows to better focus on execution and build strong customer relationships from day one.

Complete Control

Take full control of your projects with centralized project and resource management.

With so many moving parts, pieces, and people on every project, you need a tool that makes management easy. TaskRay allows you to efficiently manage all aspects of your project in one convenient, user-friendly place.

Improved Experiences

Increased transparency and accountability means improved efficiency and experiences.

Effective project management is crucial for maintaining competitiveness and achieving your goals. Clear visibility into project progress, proactive planning, and optimal resource utilization are critical, and TaskRay has features to simplify those processes.
Better project visibility drives transparency and accountability.

With many options for project views, get total visibility into where your projects stand, priority tasks, next steps, and who is doing what. This collective visibility into your projects keeps everyone accountable and on track.

Plan and manage projects proactively and effectively with robust work management features.
Many companies use different systems to track separate project components, wasting time and creating confusion. With TaskRay, manage all aspects of your project in one centralized location. Need to make changes on the fly? Quickly understand the impact the changes will have on the larger project.
Maximize resources to keep projects moving forward.
Centralized project and resource management enhances visibility by creating a single source of truth, making it easy to assign, track, and balance workloads—key in reducing employee burnout. Build teams with the right talent for the job and limit time wasted tracking project status, resources, and team performance across disparate systems.

Dynamic Team Builder

Leverage contextual data to quickly build and manage the right teams and assign or reassign work—plus, get more visibility into project roles and responsibilities.

Multiple Project Views

Quickly access important project or task information in your preferred viewing format, like My Work view, Kanban view, Plan view, and more.

Time Tracking

Track actual hours worked on a project or task against estimated hours and gain insights through insightful reports to help measure time utilization.

Capacity Planning

Identify available resources and reassign tasks and get a forward-looking perspective on resource needs and potential bottlenecks.

Task Weighting

Assign different weights to tasks based on their importance or the effort required to make project completion progress information more accurate.


Remove a project from focused TaskRay views by hitting the pause button with the on-hold feature. Store useful historical context and get insights into project holds.


Create checklists on tasks to track specific details relevant to each task. You can also insert template checklists into tasks.

Advanced Scheduler

Edit task timelines in bulk, create a rough draft of an updated project timeline to view how the changes affect the overall project before finalization, and more.

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?

Our Salesforce-native customer onboarding solution is easy to implement and user-friendly. Talk to a TaskRay expert and see how you can keep teams and customers connected and the work on track during the initial moments that matter the most.