TrustRadius Insights for TaskRay are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Integration with Salesforce: Users have found TaskRay's integration with Salesforce to be highly valuable for project management. Several reviewers have mentioned that this feature allows them to seamlessly create and assign tasks within a project, streamlining their workflow.
Beautiful user interface and clean design: TaskRay has received praise from users for its beautiful user interface and clean design. Many reviewers have appreciated the visual approach of TaskRay in task creation, delegation, and tracking, finding it helpful in managing projects more efficiently.
Flexibility and adaptability: Multiple users have expressed satisfaction with TaskRay's flexibility and adaptability. They have found the tool to be capable of fitting their ever-changing process, allowing them to customize it according to their specific requirements. This flexibility has been particularly beneficial for users who work on diverse projects with varying needs.
TaskRay is a great option for companies looking to add structure and process to their client onboarding process. Before TaskRay we were using all kinds of siloed spreadsheets and forms for our client onboarding. Since using TaskRay, we have added visibility to the entire process for both our company and the client.
Pros
Onboarding Templates
Scheduling Onboarding tasks and assignments to client and employees
Creating project logs so that everyone knows what is being worked on
Cons
The setup proved to be a little more difficult than expected
I'd love to see an easier to use project management tool within the system
Likelihood to Recommend
TaskRay is well suited for any company looking to add structure and efficiency to their client onboarding system.
VU
Verified User
Director in Sales (Computer Software company, 51-200 employees)
We recently purchased 10 licenses to test out TaskRay as a project management solution for our customer facing teams, e.g sales, account management, support. We really like how TaskRay integrates with Salesforce so it doesn't feel like "another project management tool". Several different PM solutions are used throughout the organization, and we know adoption will be difficult, hence why we are testing with a small number of licenses before buying 100+.
Pros
TaskRay allows us to organize individual tasks across multiple accounts.
TaskRay will send a notification email listing out overdue tasks and tasks due today, this week, or later. This really helps to make sure no account falls through the cracks. We can also determine the frequency of notification emails. If one sales rep wants a notification every morning and another sales rep doesn't want to be bothered at all, we can control this.
We can create templates in TaskRay such as questionnaires that are used for every customer.
Cons
Unfortunately TaskRay does not allow us to share templates externally with customers.
We have employees all over the world and we don't think TaskRay will support other languages such as Japanese. Note, I am speaking with a sales rep next week to confirm this, so we may be incorrect.
Likelihood to Recommend
Because TaskRay is integrated with Salesforce, we can automatically pull account information needed for a template. We love that we don't have to log into another software solution and everything is in one place. There is a mobile app and we can share tasks with reps who don't have a license as read-only. Our organization utilizes a lot of templates and forms and it would be nice if we could share these externally with customers instead of using something like Google Docs.
We use it across 3 departments to track and organize projects. The primary use is with our implementations department in implementing new customers.
Pros
Visual appeal - using an application that looks good is an often overlooked thing that is actually important. Some things are simply off-putting to look at and if you have to use it for hours at a time it's a drag. TaskRay looks really good and makes sense.
UI - This is sort of related to visual appeal but this is more about the user's experience. This application is incredibly intuitive and simple to use but has the depth that we need as well.
Support and Training - TaskRay's online resources are so good that we've only had to contact them once or twice with a question.
Cons
We would like to be able to sort tasks by task name.
Likelihood to Recommend
It is well suited for tracking projects that require multiple human resources. It's not the best for tracking personal todos in my opinion.
