Skip to NavigationSkip to Main Content
Log In Log In using your Salesforce account

TaskRay Project Management for Salesforce

Starting at $21 USD per user per month Choose from an annual commitment per user or per instance or choose to purchase the TaskRay starter pack which includes up to 5 users. Contact us for a quote at

Discounts available for nonprofits



Listed On


Latest Release



Project Management
TaskRay: Modern Project Management - Perfect How Your Business Runs

TaskRay's Plan, Work, Report, Repeat platform helps businesses perfect their operations across industries and use cases including customer onboarding, project management, marketing, and back-office operations. ####Click Test Drive, to try for free now.

  • Where could you focus your energy if you weren't starting from scratch every time a repeating project kicked off? Use TaskRay's cloneable project templates, repeating tasks & automation features to make your projects run smoothly - same time, every time.
  • Say no to clunky PM software-go agile with TaskRay. Easily manage visualizations of projects & tasks with one or all of our views: Kanban (sticky notes on a whiteboard), Row View (Organize), Plan View (See The Big Picture), Calendar View (Visualize).
  • TaskRay is a 100% Salesforce native project management solution. Which means that all your project management work can be seamlessly tied to existing Salesforce data like accounts, opportunities, & contacts. It can also be easily reported on!
No matter what business you’re in, TaskRay supports your project management needs:####-Customer Onboarding##-Professional Services##-Marketing ##-Agile Development##-Salesforce Admin Request Management####Designed to be simple & intuitive, TaskRay is easy to learn & use. Enter required tasks, organize them by project, & assign them to resources lightning fast. Drag & drop actions & full Chatter integration allow users to effortlessly interact with their work and each other. Works wonderfully with Quip.####One hundred percent native to the Salesforce platform, TaskRay easily accommodates a wide variety of work processes, project management styles, action plans, and reporting.####Install and manage with ease using standard Salesforce button-click administration. Includes full Salesforce1 mobile integration and fully supports licenses.####TaskRay is the original and highly-rated task and project management solution on the AppExchange. And, we're known for our helpful and friendly support team (email and phone support included as a benefit of your subscription). ####Click Watch A Demo to get an overview!####★ Try it free for 14 days. Just click Get It Now to start. ★

Designed to Work With

  • Government Cloud


  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Professional, Enterprise, Unlimited,, Developer, Performance, and Essentials EditionsProfessional & Up
  • Built 100% on the Lightning Platform, providing reliability and performanceNative App
  • Optimized for the Salesforce1 mobile appSalesforce1 Mobile
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits
  • Provider has pledged 1% of their product, profit, equity, or time to support the communityPledge 1%

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 26
  • Custom Applications: 2
  • Custom Tabs: 9

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0


Other System Requirements
★ Requires Chatter to be enabled ★####Need help installing and configuring? It's EASY, check our install guide: Support:##IE11 and above##Firefox##Chrome##Safari


Additional Information

Package Name
August 2018 - 1.712 / 1.712.0
First Release
Latest Release

Data Sheets

Case Studies

Bracket Labs
Lafayette, CO, United States
(855) 879-4728

Bracket Labs delivers elegant, pain-free enterprise apps through the Salesforce AppExchange. Our products help thousands of users plan & manage their work, share it with their teams, and increase revenue & decrease costs.