TaskRay

TaskRay

(52)
4.5 out of 5 stars

TaskRay is the shared to-do list for you and your team in Salesforce. Use it to quickly track, manage, and communicate all of your work.

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TaskRay Features

Communication
Status Updates

Post brief status updates or micro blogs

96%
(Based on 16 reviews)
Instant Messaging

Message others 1:1 or within groups

82%
(Based on 9 reviews)
Activity Feed

Ability to filter and customize a live feed of activity on the network

88%
(Based on 15 reviews)
Notifications

Receive real-time notifications about content or groups from within the software or via email

85%
(Based on 16 reviews)
Comments and Voting

Post comments on blogs, microblogs, documents, and other items. Vote on posts or content that others have shared.

85%
(Based on 9 reviews)
Discussions

Share ideas, ask for advice and gather feedback from coworkers

85%
(Based on 13 reviews)
User Directory

Search or browse through a directory of users on the network

90%
(Based on 9 reviews)
Online Status of Coworkers

View the online status of coworkers on the network

n/a
Tasks
Task Creation and Assignment

Create and assign tasks for individual users with details and due dates.

97%
(Based on 30 reviews)
Due Dates

Set deadlines on tasks.

86%
(Based on 30 reviews)
Task Prioritization

Set priority levels on tasks so individuals can organize their work.

92%
(Based on 30 reviews)
To-Do Lists

Each user can view their list of tasks to be completed.

94%
(Based on 28 reviews)
Content Management
File Sharing

Upload and share files such as documents, images, and videos

85%
(Based on 14 reviews)
Document Collaboration

Create and edit documents with other users in real-time

93%
(Based on 12 reviews)
Version Control

Review the latest version of a document, track changes, or revert to an older version of a document if needed

n/a
Tagging

Tag content to organize and assign to specific departments or categories

82%
(Based on 12 reviews)
Knowledge Base

Ability to build a knowledge base and how-to articles

85%
(Based on 10 reviews)
Surveys

Create polls or surveys to gather opinions on an issue or idea

82%
(Based on 5 reviews)
Collaboration
Collaborative Project Planning

Multiple users can collaborate on the planning of a project.

91%
(Based on 27 reviews)
Comments

Discussion of tasks, issues or the project as a whole can occur within the system.

86%
(Based on 28 reviews)
Documents and Uploads

Media can be uploaded, associated with projects or tasks, discussed and annotated.

87%
(Based on 28 reviews)
Process Management
Process Analysis

Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy.

84%
(Based on 10 reviews)
Process Overview

Provides users a holistic view of all workflows so as to see how all processes work together.

88%
(Based on 11 reviews)
Real-Time Process Monitoring

Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process.

84%
(Based on 10 reviews)
Productivity Tools
Task Management

Create tasks and organize them by status, priority, or department

100%
(Based on 17 reviews)
Calendar

Add events to your calendar, share events with others, and view a team or company-wide calendar

96%
(Based on 17 reviews)
Search

Search for specific content such as users, documents, tags, or media

95%
(Based on 17 reviews)
Mobile

Allows software to be easily used on multiple mobile devices include phone and tablet devices

74%
(Based on 8 reviews)
Multi-Language Support

Enables users to view and contribute content in multiple languages

Not enough data available

Projects
Gantt Chart / Project Map

Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

91%
(Based on 24 reviews)
Calendar View

Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.

88%
(Based on 29 reviews)
Baselining / KPIs

Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

n/a
Project Budgeting

Associate a budget with a project and allocate it accordingly by task or resource.

80%
(Based on 15 reviews)
Issue Tracking

Track issues and manage resolutions.

87%
(Based on 19 reviews)
Customization
Document Generation

Enables users to create documents for business processes and provides a wide array of templates which are customizable.

70%
(Based on 5 reviews)
Process Design

The ability to create custom workflows aligned with business objectives.

81%
(Based on 7 reviews)
Process Repository

A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows.

80%
(Based on 6 reviews)
No-Code App Development

Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes.

88%
(Based on 6 reviews)
Low-Code App Development

Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding.

88%
(Based on 5 reviews)
Administration
Moderation

Administrators can moderate content to keep the environment appropriate for the workplace

87%
(Based on 9 reviews)
User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

94%
(Based on 10 reviews)
Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took

96%
(Based on 11 reviews)
Portfolio Management
Portfolio Coordination

Organize, prioritize, rate and score projects to best understand your business's progress and initiatives.

90%
(Based on 18 reviews)
Portfolio Budgeting

Allocate budgets between departments and projects, and allow users to control portions for their projects.

85%
(Based on 12 reviews)
What-If Scenarios

Managers can draw up multiple possible scenarios and weigh options based on profitability and resource capacity.

n/a
Workflow

Automate task approvals processes and handoffs at project milestones.

94%
(Based on 21 reviews)
Request Management

Manage project and change requests in the system, approving or sidelining requests.

87%
(Based on 15 reviews)
Cost Tracking

Track total cost associated with projects and then report actual versus planned budget.

82%
(Based on 10 reviews)
ROI and Forecasting

Measure return on investment and leverage data to predict profitability of future projects.

84%
(Based on 12 reviews)
Risk Analysis

Forecast and account for project risk scenarios and apply plans to mitigate these risks in the system.

n/a
Collaboration
Permissions for Sharing

Enable decision-makers to easily share processes with the proper employees.

85%
(Based on 9 reviews)
Data Unification

Compile data from across all systems so that users can view relevant information easily.

90%
(Based on 6 reviews)
Accessibility

Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require.

90%
(Based on 9 reviews)
Process Routing

Ensures the right task is being assigned to the proper employee across an entire process.

81%
(Based on 8 reviews)
Resource Management
Resource Database

Maintain a database of resources that contains employment details, skills and availability.

87%
(Based on 13 reviews)
Resource Allocation

Allocate resources to various projects, phases and tasks.

78%
(Based on 16 reviews)
Workload Capacity

Track resource workloads in order to dedicate the manhours of your workforce most effectively.

84%
(Based on 20 reviews)
Time Tracking

Associate effort with tasks including planned versus actual time allocated. Determine global or specific hourly rates for contract work or value to internal manhours.

86%
(Based on 20 reviews)
Platform
Alerts

The system alerts users of due dates, workflow handoffs or changes that affect their projects.

85%
(Based on 24 reviews)
Mobile

Offers a mobile app or mobile optimized website to manage projects and tasks on-the-go.

63%
(Based on 13 reviews)
User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

87%
(Based on 22 reviews)
API / Integrations

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

82%
(Based on 13 reviews)
Reporting and Dashboards

Access pre-built and custom reports and dashboards.

86%
(Based on 26 reviews)
Customization

Allows administrators to customize to accomodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

91%
(Based on 24 reviews)
Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.

91%
(Based on 27 reviews)
TaskRay
(52)