Taskray
Salesforce-native project management and collaboration platform
- Also known as
- taskray
What is Taskray?
A project management tool that integrates natively within Salesforce, allowing teams to manage client and internal projects, track time, create reusable templates, and share dashboards with stakeholders.
What Taskray does
The capabilities that matter for customer onboarding, normalised so it lines up with every alternative. “-” means we haven't confirmed it, not that it's missing.
- Deployment model
- CRM native embedded
- External client facing portal UI
- ✓
- Magic link passwordless client access
- -
- Automated task dependency handoffs
- -
- Time to value ttv delay metrics
- -
- Native time tracking billable hours
- ✓
- Document signature and approval gates
- -
- Salesforce hubspot CRM creation sync
- -
- Slack ms teams client channel sync
- -
- Jira engineering escalation sync
- -
- SOC2 type ii
- -
- ISO 27001
- -
- Pricing model
- -
Platform & deployment
Independently observed- Web
- Cloud / SaaS
Integrations (7)
Independently observed- Salesforce⇄•
- Formstack
- FilePulse 360
- Salesforce Sales Cloud
- Salesforce Service Cloud
- Salesforce Revenue Cloud
- Salesforce Experience Cloud
Taskray FAQ
Common questions about Taskray, answered from independent, dated evidence.
What is Taskray?
A project management tool that integrates natively within Salesforce, allowing teams to manage client and internal projects, track time, create reusable templates, and share dashboards with stakeholders. It is indexed under Customer Onboarding.
Source: https://www.taskray.com
What platforms does Taskray support?
We have confirmed browser-based access to Taskray. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.
Source: https://www.taskray.com
Can Taskray be self-hosted?
We have only confirmed a cloud / SaaS deployment for Taskray, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.
Source: https://www.taskray.com
What does Taskray integrate with?
We have confirmed 6 integrations for Taskray, including Formstack, FilePulse 360, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Revenue Cloud and Salesforce Experience Cloud. This is what we could verify from public sources, so the vendor may support others we have not indexed.
Source: https://www.taskray.com
Taskray alternatives
Other customer onboarding we track, ranked by the same independent score.
- RocketlaneAI-powered professional services delivery and operations platformmedium · 53%
- DockAI-powered collaborative workspace platform for sales and customer engagementmedium · 54%
- MoxoManage multi-party business workflows with people, AI agents, approvals, and integrations in a single controlled processmedium · 54%
- ArrowsAI-powered sales agent that automates deal progression and administrative worklow · 40%
- GuideCXWeb-based platform for coordinating customer implementations between internal teams and external clientslow · 41%
Compare Taskray
Side by side against other customer onboarding, attribute by attribute, with a source on every value.
The vioscaleAI score: one lens on the evidence
Not user reviews and not a paid placement: a confidence-weighted blend of the independent signals below (adoption, activity, security posture, and more), which you can sort and re-weight yourself. Vendors can correct their listing but can never move their rank, and stars are weighted low as a vanity metric. It is one way to read the evidence for Taskray, not the verdict.
| Signal | Score | Weight | Contribution | Evidence |
|---|---|---|---|---|
| Capabilities | 46 | 0.05 | 2.2 | ✓ |
| Integrations | 24 | 0.04 | 1.0 | ✓ |
| Price level | 0 | 0.05 | 0.0 | - |
| Reliability | 0 | 0.07 | 0.0 | - |
| Security posture | 0 | 0.07 | 0.0 | - |
| Pricing transparency | 0 | 0.08 | 0.0 | - |
Computed . Re-weight it by intent, or see the full method.
All data & sourcesshow ↓
Every value we hold, with its source, retrieval date, and confidence. This is the evidence behind the score: don't trust it, verify it.
Content
| Attribute | Value | Evidence |
|---|---|---|
| Faq | 4 items | mediumsource · 2026-09-10 · 60% |
Features
| Attribute | Value | Evidence |
|---|---|---|
| Capabilities | Deployment model: crm_native_embedded · External client facing portal ui: Yes · Native time tracking billable hours: Yes | mediumsource · 2026-09-24 · 60% |
Integrations
| Attribute | Value | Evidence |
|---|---|---|
| Count | 6 | mediumsource · 2026-08-18 · 60% |
Pricing
| Attribute | Value | Evidence |
|---|---|---|
| Model | commercial | mediumsource · 2026-08-17 · 60% |
Is Taskray the right choice for you?
Tell us the job, the constraints and what you weigh most, and we will rank Taskray against the rest of the customer onboarding we index, using the same dated evidence weighted your way.
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