# TaskRay Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is TaskRay the right Project Management solution for you? Explore 20 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/149604/SharpSpring/reviews --- TaskRay 4.3 (20) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of TaskRay Ease of use 3.9 Customer Service 4.3 ## Pros and Cons in Reviews RH Rob H Salesforce ManagerInformation Technology and Services, 5,001 - 10,000 employeesUsed the software for: More than 2 years. “Its a large feature rich platfrom for complex business reuqirments and helps us deliver a significant volume of projects.“ November 7, 2023 ## Showing most helpful reviews Showing 1-20 of 20 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Beju L. Chief Revenue Officer Consumer Goods Used the software for: 6-12 months ### "Great app, but doesn't come cheap" June 13, 2018 5.0 Great PM app, but very expensive. Pros If you need to be able to tie your projects to salesforce object this is a great solution. Has most PM functionality that you would be looking for and is fairly easy to use. Cons A little slow since its running inside SFDC and costs a ton if you factor in the requirement of SFDC seats for people who wouldn't otherwise use SFDC. Review Source AT Alana T. Director of Operations Education Management Used the software for: Less than 6 months ### "Genius Product - Ease of Use Could be worked on" June 13, 2022 5.0 Pros I like how you can visually see where you are in a project and that it adapts based off when tasks are accomplished. Cons It takes forever to mark an item complete or change a date. It takes a while to get used to. Switched from [monday.com](https://www.capterra.com/p/147657/monday-com/) Monday did not actually provide timelines of our project that were up to date Review Source Response from Bracket Labs June 21, 2022 Thanks for the review, Alana! We're happy to hear you are enjoying TaskRay and we'll share your feedback with our Product team. TL TRANG L. Implementation Project Manager Information Technology and Services Used the software for: 1-2 years ### "Lacking in a PM tool" September 18, 2019 3.0 Being able to see all projects and tasks in one application. The value of this is that upper management can see where everything is without having to come ask the PM's where the project is. Issue is, upper management doesn't know how to use it, so they still have to come and ask the PM's. Pros Easy to add projects and cloning. Good to be able to see all projects and tasks in one application. Integrated with SalesForce, so I don't have to open multiple apps, just moving form screen to screen. Cons Hard to set up dependencies without shifting all dates. A lot of glitches. No answer to glitches, so there is a lot of workarounds that you have to do. It would be great if you are changing dates, that you can change a bunch of dates at once, instead of individually. For instance, you have 5 tasks that are all due on the same day, would be nice if you can highlight the 5 tasks and change the dates all at once instead of individually. Very time consuming if you have 100 tasks across subprojects that need to change. Review Source RH Rob H. Salesforce Manager Information Technology and Services Used the software for: 2+ years ### "Salesforce Project Management platform" November 7, 2023 5.0 Pros Built and integrated onto our Salesforce platfrom for project delivery. Its a large feature rich platfrom for complex business reuqirments and helps us deliver a significant volume of projects. Cons Complex and expensive, its not a simple solution, but built more for large complex business needs. Review Source VR Verified Reviewer Salesforce Administrator Telecommunications Used the software for: 2+ years ### "Amazing Customer Service" February 11, 2021 4.0 Great experience with the platform, the integration is seamless and easy and the customer support is superb. Pros The product itself is pretty basic, just allowing better tracking of tasks and projects and allowing for more organization and reporting- however, the customer service is outstanding- people respond ASAP and always get the issue resolved quickly- I've never had a ticket open longer than a day or 2 with TaskRay. Cons I don't think the user interface is super user friendly, sometimes it can look a little overwhelming but overall its not bad Review Source VR Verified Reviewer Customer Support Manager Computer Software Used the software for: 1-2 years ### "It has been a great way to keep track work projects" May 16, 2018 4.0 Pros It is really nice being able to customize work tasks by assigning it to different and/or multiple people. It is super easy to change the status of the tasks too. It has been pretty great. Cons It took a while to learn but there is not much to complain about. The integration with Salesforce took a little while Review Source VR Verified Reviewer Marketing & Account Management Financial Services Used the software for: 6-12 months ### "Good for tracking work, overwhelming to get used to" November 9, 2018 4.0 Pros TaskRay is great for collaborating on projects and keeping track of the tasks to get the work done. Chatter is a handy way to share info with teammates on progress. Cons It might be the way it’s set up for my office, but it’s really tricky to learn because it can do so much. I can never find what I’m looking for, and our team is not using it the same way. That means we aren’t consistent and it’s not as useful as it could be. Review Source AL Ashley L. Account Executive Hospital & Health Care Used the software for: 2+ years ### "Taskray has helped us to manager our Open Enrollment Season" December 7, 2017 5.0 Organization Pros Taskray has made it easy to stay organized during our busy time of year. It give peace of mind that all responsibilities and pending items are neatly listed. Cons I don't like that there when there are multiple duties, you have to scroll over on the screen to see what stage of the process they are in. Review Source KT Kelly T. Senior Operations Sales Coordinator Computer Software Used the software for: 1-2 years ### "Modacto <3's TaskRay" December 5, 2016 5.0 We use TaskRay in many different internal projects and are constantly recommending it to customers as a good project management tool. It helps us stay on top of tasks and activities and plan accordingly. Pros The visuals Cons NA Review Source KL Kathy L. Database Admin, Grants Manager Used the software for: Less than 6 months ### "Taskray has been essential in the implementation of Salesforce for our different programs." June 9, 2017 4.0 Pros Taskray was bale to divide our projects into departmentalized sub-projects. We were able to easily assign tasks to other staff and follow the progress of the entire project. It was so beneficial to have access to all the different "pieces" of the puzzle. Cons Taskray is very well thought out. From the templates we create for similar projects we are able to recreate projects quickly and easily. It was a little clumsy figuring out how to assign taks, but once we got the hang of it it made everything more intuitive. Review Source Response from Bracket Labs June 9, 2017 Hello Kathy, Thank you so much for your review. We're glad TaskRay has helped your teams implement Salesforce. We're glad you were able to figure out how to assign tasks. If you ever run into any other "sticky" areas, please visit our support site at support.taskray.com. We are always happy to help. Thanks, Jamie Max P. Manager, Professional Services & IT Computer Software Used the software for: Less than 6 months ### "Only Reason to use this is because it is integrated into Salesforce" June 27, 2019 4.0 I try not to use this very much. We use it for customer project planning and export the pdf or share with customer. It is not very helpful for much else. Pros The highlight of this software is that the it is integrated into Salesforce well. The only reason we went with this software is because our SalesForce admin said this is the gantt charting software is the only one we could get on SalesForce. Cons The UI is very clunky. To edit any of the times, settings, you have to go to a settings menu to make changes. You can drag around the time lines but everything else is in a clunky menu. Switched from [Gantter](https://www.capterra.com/p/132639/Gantter/) Gantter now charges on Gsuite our admin has told us and management wanted a gantt chart that worked in SalesForce. Review Source WG William G. Social Enterprise Analyst/Zero Waste Events Manager Environmental Services Used the software for: Less than 6 months ### "A feature-rich project management solution for Salesforce" January 22, 2019 5.0 The integration between TaskRay and Salesforce is pretty seamless, but we've had to adapt our sales pipeline a bit. So far, this is working pretty well, but the moment of truth will be further into the event/project planning season, when our team of 2 will be managing about 30-50 projects simultaneously.... Pros I like that it combines a lot of PM features in a flexible interface that pretty seamlessly integrates with the CRM features of Salesforce. Cons There's a bit of a learning curve to tailoring TaskRay and Salesforce to our project management needs, but thanks to a wealth of information on the TaskRay website and a responsive support team, we are off to managing over 100 event and consulting projects for the 2019 calendar year...phew! Review Source CM Christianna M. Program Coordinator Education Management Used the software for: 1-2 years ### "Positive and helpful" November 15, 2017 5.0 Organization and project management Pros The ability to organize, clone, set deadlines, milestones, dependencies, etc. It is easy to get a hold of someone to ask for help or finding resources. Quick to respond and great customer service. Cons I need more training because there are better ways to use to software than I have been able to decifer. Review Source PL Patrick L. Project Coordinator Restaurants Used the software for: Less than 6 months ### "Taskray for workflow" June 19, 2019 4.0 Taskray has helped keep me organized and on track daily. it does schedule things really well Pros Taskray helps keep your day very organized and has great customizability Cons It can be glitchy sometimes and has some weird quirks Review Source JW Jim W. Analyst Health, Wellness and Fitness Used the software for: Less than 6 months ### "We use task ray for project management. " July 23, 2018 4.0 Ability to track the progress of projects and efficiency of tasks by members of the team. Pros I like that it is compatible with salesforce and that you can easily track your time being spent on each task of a project. Cons It isn't the easiest on the eyes. The layout of the software could be more aesthetic which would allow for better and more efficient usage. Review Source BS Bob S. Consultant Information Technology and Services Used the software for: ### "null" September 20, 2018 2.0 Review Source DM Dennis M. Used the software for: ### "Review from Dennis Malinis - Project Manager at Modacto (Minneapolis, MN)" December 13, 2016 4.0 I like the tool, it's easy to use. I like how I can grant access to external users on my project team. It has a lot of subtle tips and tricks functionality that isn't intuitive however and can only be learned from a more experienced user. Review Source KP Kevin P. Used the software for: ### "Epic Project Management" October 4, 2016 5.0 Used this is 7 orgs. Fantastic intuitive project management. Like Kanban, but force.com based. Good mobile support, and it's pretty speedy too. Wish there was a separate ipad vs. iphone app. with split view support Review Source LJ Lis J. Used the software for: ### "Great for project management" October 5, 2016 5.0 We used this tool to track salesforce projects on our sales operations and IT teams. It was easy to use and visually appealing compared to other simple PM tools. Review Source DZ DAVID Z. Used the software for: ### "GREAT PROJECT MANAGEMENT SOLUTION" October 5, 2016 5.0 GREAT CUSTOMIZABLE PRODUCT FOR PROJECT MANAGEMENT. EASY TO USE. CHANGED THE WAY WE WORK. VERY LIGHT SOLUTION Review Source Similar Products Featured