Resource Management

TaskRay gives project managers all the Salesforce-native resource management tools they need in one place. With multiple functionalities, it’s easy to staff projects and assign tasks based on your team’s unique skills and capabilities so you can deliver superior customer onboarding experiences.


Pick the right team every time with centralized resource management.

Every successful project starts with the right team. TaskRay makes it quick and easy to gather your starting line-up at the beginning of every project, as well as swap out talent as projects change or new needs arise.


Increased transparency and accountability mean improved efficiency and experiences.

Effective resource management and utilization are key to remaining competitive and achieving your goals, and TaskRay has the features to simplify those processes.
Maximize resources to keep projects moving forward.
Centralized resource management enhances visibility by creating a single source of truth, making it easy to assign, track, and balance workloads—crucial 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 Manage Your Resources

Streamline your resource 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 bask in the glow of happier customers and employees.

TaskRay Resource Planner

Resource Planner

Gain better visibility and control over capacity planning, team workload, and resource allocation to balance projects effectively.

Resource Attributes

Add even more context to roles and resources by defining custom attributes—think specialized skillsets, languages, software knowledge, proficiencies, and certifications.

Configuration Hub

Define Roles and Resources according to your business needs, as well as access the Dynamic Team Builder.

Other Great Features to Help You Supercharge Your Project Management

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.

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Assigning roles to team members facilitates streamlined project management by quickly identifying responsibilities based on expertise.

Time Tracking

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

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.