Project Resource Management

TaskRay’s Salesforce-native resource management capabilities enable managers and planners with a centralized view for reviewing resource capacity. Easily staff projects and assigning tasks based on your team’s unique skills and capabilities to deliver superior customer onboarding experiences.

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.

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.

Configuration Hub

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.

Resource Attributes

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

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.


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


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.

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.