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TaskRay

TaskRay standardizes Salesforce customer onboarding and repeatable project delivery through templates, task dependencies and plan-specific resource and time management.

By TaskRay

taskray.com

Access & availability

API operations and access

Supported · check conditionsCustom development
What you can do
  • Resolve TaskRay Addressable IDs to Salesforce record IDs through the Apex ID Resolver for custom cloning and stitching code.
More details & conditions: API operations and access
Conditions
  • The documented Apex resolver converts TaskRay addressable IDs into Salesforce record IDs for custom cloning and task-group code. It requires Salesforce API version 56 or later; this method does not establish unrestricted REST endpoints or webhook support.
  • MCP is a limited-access beta and is free during the beta; joining requires vendor approval before general availability. It reads project/task/resource/delivery data and can update status, reassign resources or escalate risks using the connected user’s permissions and audit trail. Beta availability does not establish the eventual production price, model retention rules or per-action approval requirement.

Overview

Starter includes project templates, dependencies, milestones and Kanban, Plan, Row and Calendar views. Standard adds portfolio insights, baselines, role assignments, timers and timesheets. Premium adds an advanced scheduler, resource attributes, capacity and utilization planning, and forecasting. TaskRay runs natively on Salesforce; confirm Salesforce licensing and customer collaboration options with sales. Software plans require a sales quote. Standard support includes email and unlimited case logging; priority routing and technical account management belong to paid support upgrades. Free Standard support is not a free software subscription.
More product details

Product

Documentation
support.taskray.com
Release Notes Url
support.taskray.com/hc/en-us/articles/32053854623635
Solution Kind
Application

Vendor · TaskRay

Legal Name
Bracket Labs, LLC d/b/a TaskRay
Trust Center Url
security.taskray.com
Website Url
taskray.com

Who it is for

Organization Types
  • Business
Roles
  • Administrators
Use Cases
  • Project planning
  • Resource planning
  • Time tracking

Before you choose

Check before choosing

  • Software plans require a sales quote. Standard support includes email and unlimited case logging; priority routing and technical account management belong to paid support upgrades. Free Standard support is not a free software subscription.

Features

Project Management

Explore category

Project Planning/Scheduling

Full supportBuilt in
What you can do
  • Build project schedules with task dependencies and milestones.

Workflow details

Work Views
  • Kanban
  • Gantt
  • Calendar
  • List
Planning
  • Gantt
  • Task dependencies
  • Milestones
  • Project templates
  • Resource planning
Constraints
  • Capacity
  • Calendars
  • Competing assignments
Granularity
  • Description
    Tasks determine project start and estimated end dates. Task groups organize phases; parent projects and sub-projects support up to 5 hierarchy layers.
    Evidence URL
    support.taskray.com/hc/en-us/articles/40789459998739-Create-Structure-and-Schedule-Projects
Workflow boundary and exception handling
  • Dependency changes reschedule successor tasks using business-day lags. Locked task or milestone dates remain fixed and conflicts are highlighted. Project dates follow task dates; propagation across dependent projects and resource-level completion forecasting remain unconfirmed.
Workflow boundary and exception handling
  • Dependency changes reschedule successor tasks using business-day lags. Locked task or milestone dates remain fixed and conflicts are highlighted. Project dates follow task dates; propagation across dependent projects and resource-level completion forecasting remain unconfirmed.
Not confirmed (1)
Measurement
Not confirmed

Project Planning

Explore category

Workflow details

Work Views
  • Kanban
  • Gantt
  • Calendar
  • List
Planning
  • Gantt
  • Task dependencies
  • Milestones
  • Project templates
  • Resource planning
Constraints
  • Capacity
  • Calendars
  • Competing assignments
Granularity
  • Description
    Tasks determine project start and estimated end dates. Task groups organize phases; parent projects and sub-projects support up to 5 hierarchy layers.
    Evidence URL
    support.taskray.com/hc/en-us/articles/40789459998739-Create-Structure-and-Schedule-Projects
Workflow boundary and exception handling
  • Dependency changes reschedule successor tasks using business-day lags. Locked task or milestone dates remain fixed and conflicts are highlighted. Project dates follow task dates; propagation across dependent projects and resource-level completion forecasting remain unconfirmed.
Workflow boundary and exception handling
  • Dependency changes reschedule successor tasks using business-day lags. Locked task or milestone dates remain fixed and conflicts are highlighted. Project dates follow task dates; propagation across dependent projects and resource-level completion forecasting remain unconfirmed.
Not confirmed (1)
Measurement
Not confirmed

Project Tracking

Explore category

Workflow details

Work Views
  • Kanban
  • Gantt
  • Calendar
  • List
Planning
  • Gantt
  • Task dependencies
  • Milestones
  • Project templates
  • Resource planning
Constraints
  • Capacity
  • Calendars
  • Competing assignments
Granularity
  • Description
    Tasks determine project start and estimated end dates. Task groups organize phases; parent projects and sub-projects support up to 5 hierarchy layers.
    Evidence URL
    support.taskray.com/hc/en-us/articles/40789459998739-Create-Structure-and-Schedule-Projects
Workflow boundary and exception handling
  • Dependency changes reschedule successor tasks using business-day lags. Locked task or milestone dates remain fixed and conflicts are highlighted. Project dates follow task dates; propagation across dependent projects and resource-level completion forecasting remain unconfirmed.
Workflow boundary and exception handling
  • Dependency changes reschedule successor tasks using business-day lags. Locked task or milestone dates remain fixed and conflicts are highlighted. Project dates follow task dates; propagation across dependent projects and resource-level completion forecasting remain unconfirmed.
Not confirmed (1)
Measurement
Not confirmed

Pricing

Premium

Contact vendor

Plan details & limits
Business Model
  • Subscription
Limits
  • Metric
    Included scope
    Conditions
    Premium adds an advanced scheduler, resource attributes, capacity and utilization planning, and forecasting. TaskRay runs natively on Salesforce; confirm Salesforce licensing and customer collaboration options with sales.

Standard

Contact vendor

Plan details & limits
Business Model
  • Subscription
Limits
  • Metric
    Included scope
    Conditions
    Starter includes project templates, dependencies, milestones and Kanban, Plan, Row and Calendar views. Standard adds portfolio insights, baselines, role assignments, timers and timesheets.

Starter

Contact vendor

Plan details & limits
Business Model
  • Subscription
Limits
  • Metric
    Included scope
    Conditions
    Starter includes project templates, dependencies, milestones and Kanban, Plan, Row and Calendar views. Standard adds portfolio insights, baselines, role assignments, timers and timesheets.

Technical details

AI

AI usage conditions
Usage conditions
  • MCP is a limited-access beta and is free during the beta; joining requires vendor approval before general availability. It reads project/task/resource/delivery data and can update status, reassign resources or escalate risks using the connected user’s permissions and audit trail. Beta availability does not establish the eventual production price, model retention rules or per-action approval requirement.
Action Permissions
  • Action
    Read projects and update authorized statuses or resource assignments through the limited-access MCP beta.
Input Modalities
  • Text
  • Structured data
Output Modalities
  • Text
  • Structured data

Deployment

Client Channels
  • Browser
Delivery Models
  • Cloud (SaaS)
Sandbox
Yes

API

Documentation
support.taskray.com/hc/en-us/articles/22961108776595-Use-the-TaskRay-ID-Resolver-Apex-Method-in-Your-Own-Code
Protocols
  • Apex
  • MCP

Data

Export Formats
  • JSON
  • CSV
  • PDF
Import Formats
  • JSON

Customization

Skill Level
  • Developer required

Security

Access Models
  • Role based
  • Row level

Support

Channels
  • Email
  • Ticket
  • Knowledge base
Human Availability
Holidays
Observed TaskRay holidays are excluded.
Timezone
MT
Weekdays
  • Mon
  • Tue
  • Wed
  • Thu
  • Fri
Opens local
08:00
Closes local
17:00
Human staffed
Yes
Included In Plan
Yes
Response SLA
  • Clock
    Business time
    Severity
    Severity 1: Standard support target; business hours.
    Terms URL
    taskray.com/wp-content/uploads/2024/08/TaskRay-Support-Agreement-Feb-1-2024.pdf
    Exclusions
    • Targets are measured in business hours, Monday–Friday 08:00–17:00 Mountain excluding listed holidays. Designated contacts must use the company email domain. Severity 1 can be downgraded after 2 hours without a customer response; these targets do not guarantee resolution.
    Target minutes
    240
  • Clock
    Business time
    Severity
    Severity 1: Plus or Elite support target; business hours.
    Terms URL
    taskray.com/wp-content/uploads/2024/08/TaskRay-Support-Agreement-Feb-1-2024.pdf
    Exclusions
    • Targets are measured in business hours, Monday–Friday 08:00–17:00 Mountain excluding listed holidays. Designated contacts must use the company email domain. Severity 1 can be downgraded after 2 hours without a customer response; these targets do not guarantee resolution.
    Target minutes
    60
  • Clock
    Business time
    Severity
    Severity 2: Standard support target; business hours.
    Terms URL
    taskray.com/wp-content/uploads/2024/08/TaskRay-Support-Agreement-Feb-1-2024.pdf
    Exclusions
    • Targets are measured in business hours, Monday–Friday 08:00–17:00 Mountain excluding listed holidays. Designated contacts must use the company email domain. Severity 1 can be downgraded after 2 hours without a customer response; these targets do not guarantee resolution.
    Target minutes
    480
  • Clock
    Business time
    Severity
    Severity 2: Plus or Elite support target; business hours.
    Terms URL
    taskray.com/wp-content/uploads/2024/08/TaskRay-Support-Agreement-Feb-1-2024.pdf
    Exclusions
    • Targets are measured in business hours, Monday–Friday 08:00–17:00 Mountain excluding listed holidays. Designated contacts must use the company email domain. Severity 1 can be downgraded after 2 hours without a customer response; these targets do not guarantee resolution.
    Target minutes
    240
  • Clock
    Business time
    Severity
    Severity 3: Standard support target; business hours.
    Terms URL
    taskray.com/wp-content/uploads/2024/08/TaskRay-Support-Agreement-Feb-1-2024.pdf
    Exclusions
    • Targets are measured in business hours, Monday–Friday 08:00–17:00 Mountain excluding listed holidays. Designated contacts must use the company email domain. Severity 1 can be downgraded after 2 hours without a customer response; these targets do not guarantee resolution.
    Target minutes
    480
  • Clock
    Business time
    Severity
    Severity 3: Plus or Elite support target; business hours.
    Terms URL
    taskray.com/wp-content/uploads/2024/08/TaskRay-Support-Agreement-Feb-1-2024.pdf
    Exclusions
    • Targets are measured in business hours, Monday–Friday 08:00–17:00 Mountain excluding listed holidays. Designated contacts must use the company email domain. Severity 1 can be downgraded after 2 hours without a customer response; these targets do not guarantee resolution.
    Target minutes
    360
  • Clock
    Business time
    Severity
    Severity 4: Standard, Plus or Elite support target; business hours.
    Terms URL
    taskray.com/wp-content/uploads/2024/08/TaskRay-Support-Agreement-Feb-1-2024.pdf
    Exclusions
    • Targets are measured in business hours, Monday–Friday 08:00–17:00 Mountain excluding listed holidays. Designated contacts must use the company email domain. Severity 1 can be downgraded after 2 hours without a customer response; these targets do not guarantee resolution.
    Target minutes
    480
Training Formats
  • Documentation
  • Video
  • Webinar

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