TaskRay 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

TaskRay

4.3

(20)

Pricing

Starting at $25.00 per month

About TaskRay

TaskRay by Bracket Labs is a cloud-based project management and customer onboarding solution for Salesforce. The software being a native Salesforce app, enables businesses of all sizes to manage, support and track business operations. TaskRay provides drag-and-drop functionality, reporting and dashboards to handle tasks.

TaskRay features solutions such as full suite project management and customer, franchise and SaaS onboarding. Primary features of TaskRay include kanban boards, templates, stitcher, baselining, task cards, multiple ownership, task assignments, time tracking, labels, topics, auto-follow, feed tracking, customer statuses, lightening components and dashboards. The software supports collaboration by using file sharing and Chatter groups.

TaskRay integrates with Quip, GridBuddy, DocuVault, Box, Conga, CircusInsight and FormAssembly. Pricing is via monthly subscription and support is provided via documentation, an online help desk and email.

TaskRay Screenshots

TaskRay Pricing and Plans

Starting price: $25.00 per month

Free Trial

Free Version

Basic

$25.00

per feature, per month

No plan information available

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TaskRay Features

Popular features found in Project Management
Billing & Invoicing
Budget Management
Document Management
File Sharing
Gantt/Timeline View
Issue Management
Kanban Board
Milestone Tracking
Multiple Projects
Prioritization
Resource Management
Time & Expense Tracking
More features of TaskRay
Account Management
Agile Methodologies
Alerts/Notifications
API
Assignment Management
Calendar Management
Checklists
Client Management
Client Portal
Collaboration Tools
CRM
Customer Engagement
Customer Management
Customizable Templates
Dashboard
Deadline Management
Drag & Drop
Onboarding
Percent-Complete Tracking
Portfolio Management
Projections
Project Planning/Scheduling
Project Templates
Project Time Tracking
Project Workflow
Recurring Tasks
Reporting/Project Tracking
Task Management
Task Planning
Task Progress Tracking
Task Scheduling
Templates
Time Tracking
To-Do List
Traditional Methodologies
Usage Tracking/Analytics

TaskRay Integrations

Salesforce Sales Cloud

TaskRay User Reviews

Overall Rating

4.3

Ratings Breakdown

50%

40%

Secondary Ratings

Ease of Use

3.9

Value for money

4.0

Customer support

4.3

Functionality

4.1

Beju L.

Verified reviewer

Consumer Goods

51-200 employees

Used daily for less than 12 months

Review source

Reviewed June 2018

Great app, but doesn't come cheap

Great PM app, but very expensive.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

If you need to be able to tie your projects to salesforce object this is a great solution. Has most PM functionality that you would be looking for and is fairly easy to use.

Cons:

A little slow since its running inside SFDC and costs a ton if you factor in the requirement of SFDC seats for people who wouldn't otherwise use SFDC.

Alana T.

Verified reviewer

Education Management

11-50 employees

Used daily for less than 6 months

Review source

Reviewed June 2022

Genius Product - Ease of Use Could be worked on

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like how you can visually see where you are in a project and that it adapts based off when tasks are accomplished.

Cons:

It takes forever to mark an item complete or change a date. It takes a while to get used to.

Reasons for switching to TaskRay

Monday did not actually provide timelines of our project that were up to date

Vendor Response

Thanks for the review, Alana! We're happy to hear you are enjoying TaskRay and we'll share your feedback with our Product team.

Replied June 2022

TRANG L.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for less than 2 years

Review source

Reviewed September 2019

Lacking in a PM tool

Being able to see all projects and tasks in one application. The value of this is that upper management can see where everything is without having to come ask the PM's where the project is. Issue is, upper management doesn't know how to use it, so they still have to come and ask the PM's.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to add projects and cloning. Good to be able to see all projects and tasks in one application. Integrated with SalesForce, so I don't have to open multiple apps, just moving form screen to screen.

Cons:

Hard to set up dependencies without shifting all dates. A lot of glitches. No answer to glitches, so there is a lot of workarounds that you have to do. It would be great if you are changing dates, that you can change a bunch of dates at once, instead of individually. For instance, you have 5 tasks that are all due on the same day, would be nice if you can highlight the 5 tasks and change the dates all at once instead of individually. Very time consuming if you have 100 tasks across subprojects that need to change.

Reasons for switching to TaskRay

Company decision to find an app that is able to integrate with SalesForce.

Rob H.

Verified reviewer

Information Technology and Services

5001-10000 employees

Used daily for more than 2 years

Review source

Reviewed November 2023

Salesforce Project Management platform

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Built and integrated onto our Salesforce platfrom for project delivery. Its a large feature rich platfrom for complex business reuqirments and helps us deliver a significant volume of projects.

Cons:

Complex and expensive, its not a simple solution, but built more for large complex business needs.

Verified

Reviewer

Telecommunications

51-200 employees

Used weekly for more than 2 years

Review source

Reviewed February 2021

Amazing Customer Service

Great experience with the platform, the integration is seamless and easy and the customer support is superb.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

The product itself is pretty basic, just allowing better tracking of tasks and projects and allowing for more organization and reporting- however, the customer service is outstanding- people respond ASAP and always get the issue resolved quickly- I've never had a ticket open longer than a day or 2 with TaskRay.

Cons:

I don't think the user interface is super user friendly, sometimes it can look a little overwhelming but overall its not bad

Verified

Reviewer

Computer Software

11-50 employees

Used daily for less than 2 years

Review source

Reviewed May 2018

It has been a great way to keep track work projects

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is really nice being able to customize work tasks by assigning it to different and/or multiple people. It is super easy to change the status of the tasks too. It has been pretty great.

Cons:

It took a while to learn but there is not much to complain about. The integration with Salesforce took a little while

Verified

Reviewer

Financial Services

11-50 employees

Used daily for less than 12 months

Review source

Reviewed November 2018

Good for tracking work, overwhelming to get used to

Ratings Breakdown

Ease of use

Functionality

Pros:

TaskRay is great for collaborating on projects and keeping track of the tasks to get the work done. Chatter is a handy way to share info with teammates on progress.

Cons:

It might be the way it’s set up for my office, but it’s really tricky to learn because it can do so much. I can never find what I’m looking for, and our team is not using it the same way. That means we aren’t consistent and it’s not as useful as it could be.

Ashley L.

Hospital & Health Care

11-50 employees

Used daily for more than 2 years

Review source

Reviewed December 2017

Taskray has helped us to manager our Open Enrollment Season

Organization

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Taskray has made it easy to stay organized during our busy time of year. It give peace of mind that all responsibilities and pending items are neatly listed.

Cons:

I don't like that there when there are multiple duties, you have to scroll over on the screen to see what stage of the process they are in.

Kelly T.

Verified reviewer

Computer Software

11-50 employees

Used daily for less than 2 years

Review source

Reviewed December 2016

Modacto <3's TaskRay

We use TaskRay in many different internal projects and are constantly recommending it to customers as a good project management tool. It helps us stay on top of tasks and activities and plan accordingly.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The visuals

Cons:

Kathy L.

Used daily for less than 6 months

Review source

Reviewed June 2017

Taskray has been essential in the implementation of Salesforce for our different programs.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Taskray was bale to divide our projects into departmentalized sub-projects. We were able to easily assign tasks to other staff and follow the progress of the entire project. It was so beneficial to have access to all the different "pieces" of the puzzle.

Cons:

Taskray is very well thought out. From the templates we create for similar projects we are able to recreate projects quickly and easily. It was a little clumsy figuring out how to assign taks, but once we got the hang of it it made everything more intuitive.

Vendor Response

Hello Kathy, Thank you so much for your review. We're glad TaskRay has helped your teams implement Salesforce. We're glad you were able to figure out how to assign tasks. If you ever run into any other "sticky" areas, please visit our support site at support.taskray.com. We are always happy to help. Thanks, Jamie

Replied June 2017

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