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Agentic Project Management: TaskRay AI

By TaskRay

AI Powered Project Management for Customer Delivery

No Ratings
$10   USD/user/month
Agentforce ContentsAgentforce Contents
Actions: 9
Subagents: 5
Agents: 1
Industries
Financial Services
Healthcare & Life Sciences
High Tech
Business Need
Process Management
Project Management
Requires
Agentforce
Sales Cloud
Service Cloud
Experience Cloud
Compatible With
Sales Cloud
Service Cloud
Experience Cloud

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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Agentforce
Sales Cloud
Service Cloud
Experience Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Experience Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
Requires the main TaskRay Project Management & Customer Onboarding app to be installed, implemented, and licensed. Refer to this listing for additional requirements. https://appexchange.salesforce.com/appxListingDetail?listingId=a0N300000055lKwEAI&tab=r

App Details

Version
TaskRay AI/March 2026 - 1.4 1.4.0
Listed On
01/24/2025
Latest Release
03/17/2026
Agentforce ContentsAgentforce Contents
Actions
Actions are how agents get information and perform tasks.
Subagents
A subagent is a job an agent can do.
Agents
Agents use context to complete tasks on their own.
Actions: 9
Subagents: 5
Agents: 1
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.1.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/23/2025

Additional Details

TaskRay AI is an agentic project assistant, native to Salesforce and powered by Agentforce, that helps project teams move work forward by taking initiative on everyday project management busywork. Operating as a trusted work agent inside TaskRay, TaskRay AI turns updates, questions, and inputs into real action. It helps teams onboard customers, employees, and new technology faster while keeping delivery predictable and on track. Through TaskRay AI Agent Actions, teams can automatically prioritize work, create tasks from meeting notes, summarize project status, balance workloads, and guide time tracking. The result is less manual effort, fewer follow-ups, and smoother execution at every stage of delivery. Simply ask natural questions like, “What projects need my attention today?” TaskRay AI responds with prioritized, in-context actions based on real project data, deadlines, and workload. Native to Salesforce, TaskRay AI is enterprise-grade, operating within existing security, permissions, and governance models. No external systems, no disconnected tools, and no data leaving Salesforce. Learn more at https://taskray.com/taskray-agentforce.

Need help?

TaskRay

Denver, CO, United States

Visit TaskRay's support site for more information: https://support.taskray.com/hc/en-us

Support Phone(855) 879-4728
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