TaskRay Datasheet

Get more done in Salesforce.
®
TaskRay is the shared to-do list for you and your team in Salesforce. You
can use it to quickly track, manage, and communicate all of your work. The
simple and easy to use interface gives you visibility across multiple projects
and teams. The flexible framework enables agile, iterative work practices,
and it easily accommodates a wide variety of work processes.
Successful project management requires efficient and easy to use tools. Trying to
manage projects using outdated systems like spreadsheets and email just doesn’t
work—plus, they don’t integrate with Salesforce so the information becomes cumbersome to manage. TaskRay is the modern way to get things done in Salesforce.
Who Uses TaskRay?
TaskRay is used by:
»» Operations
»» Marketing
Features & Benefits
Drag-and-drop simplicity, Chatter
conversation, document collaboration, and easy integration with your
existing Salesforce data.
Full Chatter integration provides
notes, conversation, file sharing and
historical context for all tasks.
Install and manage with ease using
standard Salesforce button-click
administration.
Plan work quickly and efficiently,
even with remote teams.
Simple tools make it easy for
teams to enter tasks, organize
them by project, and assign them
to resources.
Workflow visualization provides true
at-a-glance understanding of team,
project and task status through a
“whiteboard” visualization that is
easily updated as priorities change.
Native Salesforce integration
easily links your tasks and projects
to existing Salesforce data, allowing
you to create dashboards to track
your work, and automate workflow—
all using standard Salesforce tools.
»» Customer Success
»» Anyone who needs to manage
projects in Salesforce!
d
e
t
a
r
1
# sforce project
Sale
t app!
n
e
m
e
g
ma n a
See reverse to find out why! »
bracketlabs.com
c o n ta c t u s t o d ay f o r a f r e e t r i a l
TaskRay is the #1 rated project management app
on Salesforce AppExchange. All user reviews give
it 5 out of 5 stars! Don’t take our word for it—read
on to see what our customers have to say.
”
”
”
Brilliant interface and highly configurable
The whiteboard experience is a really effective tool for managing our teams. It has a
really low overhead in terms of creating tasks/projects and ongoing management, and
gives a brilliant insight into where our projects are at. We have started to add in our own
fields and the reporting is simple and quick. Great product and really well thought out.
ilit y
you visib
s
e
iv
g
,
y
TaskRa t stat us, to dos
c
je
es
into pro s and due dat
n er
task ow simple view.
e
all in on
Can’t say enough great things about this company...
Intuitive to use, easy to customize, and AMAZING customer service. The few features
we wanted that were missing were added within just 3 months of us purchasing
the app! They really set the bar high with apps and service. Great tool for our
small team to move to agile PM. Bracket Labs, you rock!
Great for customer on-boarding management
For our Customer Success team, we were looking for a tool to track the on-boarding
progress of our customers that would help keep the Sales department and Customer
Support department on the same page. We’re several months in and it’s been extremely
helpful. They’ve made multiple improvements and feature enhancements along the
way; I look forward to seeing how it evolves in the future!
bracketlabs.com
c o n ta c t u s t o d ay f o r a f r e e t r i a l
Simple Pricing
15
19
$
$
per month
per user
paid annually
per month
per user
paid monthly