TaskRay Customer Onboarding and Post-Sale Work Management For Salesforce
What is TaskRay? TaskRay is the #1 rated project management application on the AppExchange, now powered by MCP and Agents. Enterprises use TaskRay to manage projects faster, creating repeatable and scalable workflows that outperform conventional tools like spreadsheets or off platform solutions. Ideal for teams seeking to manage onboarding projects natively in their Salesforce platform. TaskRay Use Cases: ✔ Project Management: Take control of your projects and manage delivery your way. ✔ Task Management: Accelerate project cycles times and automating mundane tasks for teams. ✔ Resource Management: Easily assign project work based on skills, capabilities and project requirements. ✔ Onboarding: Onboard customers, clients, partners, and employees faster. Who Uses TaskRay: ✔ Project Managers: Standardize processes, assign tasks internally, manage external resourcing, and collaborate with Customers. ✔ Leadership Teams: Reduce operating expenses, increase revenue collection, and drive greater profitability on every project. ✔ Administrators: Consolidate project management processes and workflows into Salesforce. See TaskRay for yourself: https://taskray.com/book-a-demo/
Top keywords
- project8×5.26%
- taskray7×4.61%
- management5×3.29%
- project management3×1.97%
- projects3×1.97%
- teams3×1.97%
- assign2×1.32%
- customers2×1.32%
- faster2×1.32%
- onboarding2×1.32%
- platform2×1.32%
- processes2×1.32%
Milestones PM+ Free Edition - Customizable Project Management
Passage Technology partnered with Salesforce in 2012 to provide a managed version of the Salesforce Labs app, Milestones PM, and continues supporting project management efforts with Milestones PM+®. •Portfolio, Program, Project, Milestone Gantt charts and Kanban boards •Reusable project templates •Custom project types •Task to-do checklist •Task timer •Log issues •Risk documentation •Budget; Expense tracking •Enhanced scheduling: set durations, weekends, holidays, non-working days; automatic date shift cascading •Dependencies: parent/child, predecessor/successor, sub-Tasks/sub-Milestones, approval processes •Status checks at-a-glance: Project calendar; Summary view •Import data from Milestones PM, CSV, XML files •Interactive Gantt chart: share, email, print, PDF •Resource planning & resource allocation: users/contacts, finder, skills, teams, capacity, utilization •Time tracking (on any object): time sheets, approval manager, non/billable hours •Assignment Notification emails •Activity (event/task) sync and reminder alerts •Create projects from Opportunities, Cases, any record (Project Creation button) •Quick start services available with Starter Packs
Top keywords
- project6×4.05%
- milestones3×2.03%
- milestones pm3×2.03%
- pm3×2.03%
- task3×2.03%
- approval2×1.35%
- gantt2×1.35%
- resource2×
