In the field of web design, keeping a handle of 100+ live projects at any one time is no easy task. Before our business migrated to Salesforce, our day to day ops involved spreadsheets and Dropbox. While we've moved on and rolled out a Salesforce implementation, our proven app of the business has been Bracket Lab's TaskRay, which in six months since installation has proven itself to be a perfect friend and ensuring what we get done gets done with efficiency.
TaskRay - in summary
TaskRay is best described by itself, which explains it "enables you to manage, track and support your work in any area of your business.....with drag and drop ease, complete visibility across multiple projects and teams, and robust reporting and dashboards, TaskRay provides a simple, visual way to get things done" (source TaskRay).
In essence, if you have a lot of projects on the go, lots of staff and need to share knowledge while also responsibilities, TaskRay MAY be for you. In our line of work, web design, the process has about 20 tasks - yes this sounds a lot, but they are all segmented in TaskRay to ensure we work with clients and publish and finalize each contract with pace and efficiency. Because one Project Manager may work on 30 clients (or more) at a time, TaskRay ensures everyone can see their work and to-dos and notify the respective team member when it's complete.
We've expanded TaskRay to cover not just Project Management, but also Support, Accounts and even BD work. Once you have a handle on it, it's awesome.
An example of our TaskRay - it means nothing until you start a free trial
5 Reasons Why We Like This Tool
(Possible) Suggestions For Improvement
Do you use TaskRay? Let us know your thoughts below?