Tools We Recommend: TaskRay from Bracket Labs

In MondayCall News, Project Management by Andy Yang

Does your team need something better than shared spreadsheets to manage their work? Are traditional project management tools too complicated and klunky for your process? TaskRay from Bracket Labs is a modern, easy to use project management application that meets these needs.


TaskRay makes common activities like entering required tasks, organizing them by project, and assigning them to resources faster thanks to drag-and-drop functionality. It features a deep integration with Chatter for effortless collaboration and information sharing.  TaskRay is easy to learn without a steep learning curve or cumbersome processes to keep everything up to date.

TaskRay features a fully native architecture so it can be customized as easily as anything else in Salesforce. From custom fields to workflow rules to Apex triggers, TaskRay is easily tailored to a team’s unique needs. And, since all of the data is native to Salesforce, you can build reports and dashboard using the same tools you use for your CRM reporting.


Cost:  TaskRay is $19/user/month on a monthly subscription or $15/user/month on a 12 month subscription.

Salesforce Editions:  Group, Professional, Enterprise, and Performance

Ease of Installation:  The installation takes less than 5 minutes to complete. Some customers use TaskRay with default configuration, but the majority implement customization ranging from simple through very sophisticated depending upon business requirements.

Support: Bracket Labs provides detailed documentation, best practices blog posts, and user forums as well as full email support.

Compatible Browsers:  Any browser compatible with Salesforce

AppExchange rating:  5 out of 5 (47 reviews as of February 6, 2014)


TaskRay is the top project management app and the top collaboration app in the Salesforce AppExchange for good reason. It features an easy to learn, highly visual management of projects that is approachable for even the most tech-phobic users while still retaining the flexible power of the Salesforce platform.

Some of the most popular uses of TaskRay include:

  • Managing sales processes (pre-Opportunity close)
  • Managing customer fulfillment (post-Opportunity close)
  • Managing marketing projects related to Campaigns
  • Managing complex customer support projects

Try TaskRay for free with a 14 day, full-functional trial. Simply click “Get It Now” from TaskRay’s AppExchange listing.