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 Trying to manage projects using outdated systems like spreadsheets and email just doesn’t work—plus, they don’t integrate with Salesforce so the information becomes cumbersome to manage.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
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