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TaskRay – Modern Project & Process Management in Sage Live

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TaskRay the top-rated, native project management app on the Salesforce AppExchange, is now available in Sage Live!

No matter what your business, TaskRay puts you in the driver’s seat by enabling you to manage projects and processes – all within Sage Live. We made TaskRay lightweight, agile, and customizable to suit your needs. And because TaskRay is native, it leverages many of the same Salesforce platform customizations you’re already using to tailor Sage Live to your business.

TaskRay is great for supporting the following business needs:
  • Customer Onboarding & Account Management
  • 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, and assign them to resources lightning fast. Drag & drop actions and full Chatter integration allow users to effortlessly interact with their work and each other.  All learning styles and experience levels are supported, making user adoption a breeze. 

With TaskRay, your data never leaves your Sage Live instance.

We take support seriously. Our free, unlimited support is delivered by a world-class team committed to your success.
TaskRay is designed to allow you to simply visualize & manage complex business processes & projects. With drag & drop ease, built-in collaboration tools, robust reporting and dashboards, TaskRay makes your processes simple, automated, collaborative & dependable.

TaskRay is committed to your continued success. Our TaskRay support portal is chock full of tutorials, articles and projects to help with everything from installation and customization to getting started to taking TaskRay to the next level. You can also request a feature, ask the Salesforce TaskRay Community for help, sign up for a webinar and more. And if you can't find what you’re looking for, our support staff is always there to help you

TaskRay has over 130 5-star reviews on the Salesforce AppExchange. Here are a couple of reviews from our customers.
“Best in class.”
As a PM app this is excellent: 1) easily customise to your own workflow and business process,

2) very intuitive to use, makes team training almost instant, 3) integrates beautifully with other customer objects and processes, and 4) it looks great too. TaskRay is the supermodel of Project Management :)

— Stuart Leo, Blirt | Australia
“TaskRay addict and proud of it”
In our business we have introduced two new acronyms BTR (Before TaskRay) and ATR (After TaskRay). Its helps us identify when projects were started because if it was BTR we all understand why the project stalled or never got off the ground in the first place. However if the project was started ATR then our expectation that the project will be completed somewhere around when we said it would be is very much higher.
— Baden Bradbury, Brickworks | Australia

A Sage Live account and a modern browser.

+1(855) 879-4728
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