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TaskRay
TaskRay

TaskRay

By TaskRay


  •  1185 Interested

Highlights : About TaskRay

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100% native Salesforce application

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3 different ways to work - Column, Deadline or Plan view

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Agile project management workflow

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Color-coded project filters

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Column view - organize work by priority

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Communication - built on Salesforce Chatter

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Deadline view - track date-driven commitments

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Document sharing

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Each license includes a free native iOS ap

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.

Specifications

  Business Size
Startup
  Customization
Yes
  Deployments
Cloud
  Language Support
English
  Platforms

Product Details

Features

Easily customizable

Multi-project view

Plan view - high-level project progress

Project hierarchy

Onboarding

Gantt Charts

Portfolio Management

Customer Engagement

Usage Tracking / Analytics

Traditional Methodologies

Client Portal

Customizable Templates

Agile Methodologies

Account Management

Milestone Tracking

Time & Expense Tracking

Customer Lifecycle Management

Cost-to-Completion Tracking

Kanban Board

Benefits

Plan work quickly and efficiently, even with geographically distributed teams

Support any business process with easy customization and integration with other Salesforce objects

Collaborate effortlessly using Chatter groups, feeds and file sharing

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