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TaskRay Dashboards

Visualize project performance with TaskRay's free dashboard extension

Free  

Never requires payment

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Industries
Financial Services
Healthcare & Life Sciences
High Tech
Business Need
Analytics
Project Management
Process Management
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud
Experience Cloud

Highlights

MONITOR PROJECT PERFORMANCE IN REAL-TIME: Easily enable leadership and project managers with a rollup view off all projects or drill down into specific projects to maximize successful project outcomes.

KEEP PROJECTS PROFITABLE: View task activities, resource utilization, and project statuses in real-time and be notified when project timelines start slipping. Deliver projects faster, for less cost, and ensure you keep projects profitable.

BUILT FOR SALESFORCE: TaskRay is a fully native solution to Salesforce. System admins don't have to worry about cumbersome integrations or data compliance hurdles. Simply install and begin managing projects better with TaskRay.

Provider Details

TaskRay
Denver, CO, United States
Social Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
Pledge 1%
Founded
2010
Phone
(855) 879-4728

TaskRay is the Customer Delivery Intelligence platform built natively on Salesforce, combining project management, MCP connectivity, AI Agents, and expert services in one system of record for customer onboarding, implementation, and delivery. It connects project, customer, revenue, and operational data across Sales Cloud, Service Cloud, Revenue Cloud, Experience Cloud, and Salesforce industry clouds. TaskRay is AI native and built for headless execution — manage work directly in TaskRay or extend delivery across AI assistants, Slack, Teams, and other agent surfaces via TaskRay MCP. Use Agent Packs, bring your own MCP-compatible agents, or build custom ones with TaskRay Services. TaskRay helps accelerate: - customer and client onboarding - implementation and deployment - equipment installations - franchise expansion projects - property improvement projects 500+ Salesforce customers trust TaskRay to reduce delivery risk and recognize revenue faster. Learn more at www.taskray.com

Pricing Details

Free

You can fully use this solution without payment.

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TaskRay AI, powered by Agentforce, moves project work forward inside Salesforce. It turns updates and questions into action by creating tasks, prioritizing work, balancing workloads, and summarizing projects so teams stay focused on quality execution.

by TaskRay
TaskRay is the Customer Delivery Intelligence platform built natively on Salesforce, combining project management, MCP connectivity, AI Agents, and expert services in one system of record for customer onboarding, implementation, and delivery.