What do you like best?
One of the best features, in my opinion, is the fact that it is native to Salesforce. This means that you are able to customize the project management tool specifically into what you need for it to be. Another great thing about Taskray is their awesome support specialist. Support tickets are usually handled within an hour. They are also constantly adding new features into Taskray (monthly!) and host a monthly webinar on whats new and training sessions.
What do you dislike?
Although very powerful, It is a little tricky to customize taskray unless you are proficient with salesforce. Since it is built natively into Salesforce, you need to know how to edit within salesforce. They have a huge library on instructions to customize certain stuff though.
Another thing that may pose a problem to companies is that since it is native to salesforce, in order for external stakeholders or clients to see the progress of a particular project, you will either need to pay for an additional salesforce account and taskray license, or create a report in salesforce and export it. Basecamp would be a better product if you are working with clients.
Recommendations to others considering the product
This will not be the software for you if you are using it as a project management with clients.
What business problems are you solving with the product? What benefits have you realized?
- Internal project management
- consolidating systems (Salesforce + taskray = happy together)
Consolidating of systems is important to us. With so many different softwares these days, it is hard to get staff to log into each system and update things. By having salesforce and taskray in one software, we are eliminating extra tabs and places that we have to look for more information. You can make different kinds of process and workflow between the two as well!