Take full control of your projects with centralized project and resource management.
Increased transparency and accountability means improved efficiency and experiences.
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.
Maximize resources to keep projects moving forward.
TaskRay Makes It Easy to Define, Assign, and Track Your Resources
Streamline your project management by integrating several tools that assist in defining roles and assigning attributes to your talent pool. As a Salesforce native tool, TaskRay equips you with the necessary features to swiftly mobilize your teams. Achieve your deadlines, align the ideal people with suitable tasks, and witness improved customer and employee satisfaction.
Define Roles and Resources according to your business needs, as well as access the Dynamic Team Builder.
Dynamic Team Builder
Input required roles that act as placeholders until a Resource can be attached, as well as define Resources for individuals at your company. It also makes switching out resources mid-project completely painless.
Add even more context to Roles and Resources by defining custom attributes—think specialized skill sets, languages, software proficiencies, and certifications.
Other Great Features to Help You Supercharge Your Project Management
Multiple Project Views
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.