TaskRay
TaskRay is a Salesforce-native application offering comprehensive project management and customer onboarding solutions with features like templates, automation, resource management, and analytics.
Services
TaskRay provides an extensive suite of services for effective project management. Core offerings include templates and automation, resource management, task management, collaboration, and analytics. These services are designed to streamline processes and improve operational efficiencies, with tools such as template hub, dynamic team builder, project views, and public dashboard.
Industries Served
TaskRay caters to a broad spectrum of industries. Prominent sectors include technology and SaaS, healthcare and life sciences, manufacturing, real estate and franchising, and financial services. This industry diversity highlights TaskRay's adaptable and robust project management solutions tailored to meet specific needs across different business environments.
Salesforce Integration
A notable aspect of TaskRay is that it is a Salesforce-native application. This certification ensures seamless integration with Salesforce CRM, enabling users to manage their projects within a familiar and cohesive environment. The integration supports enhanced data flow and connectivity, making it easier for teams to collaborate and manage customer onboarding, project management, and embedded systems.
Collaboration and Analytics Tools
TaskRay enhances team collaboration and performance analysis with specialized tools. Features like the public dashboard allow non-TaskRay users to view project plans, while advanced collaboration options facilitate external ownership. For performance analysis, TaskRay offers comprehensive analytics tools, including the project insights tab for high-level project health and task metrics, and the portfolio view for analyzing performance across multiple projects.
Security and Compliance
TaskRay maintains high standards of security with SOC 2 compliance. This certification ensures that TaskRay adheres to rigorous security controls concerning data processing integrity and confidentiality. Organizations using TaskRay can trust that their data is protected under industry-standard protocols.