TaskRay

TaskRay is a collaborative work management solution native to Salesforce and designed for post-sale p

10/19/2026

Most project management tools were built around one assumption: someone opens the app, looks at a screen, and clicks a button.

That assumption is starting to break down.

Today, work gets triggered by automations, updated by integrations, and acted on by AI agents that never open a user interface at all.

That’s why headless project management matters.

Your project data shouldn’t only be usable by someone clicking around inside your project management app. It should be just as usable by a dashboard, an API, a Slack bot, or an AI agent working alongside the team.

The future isn’t replacing the in-app experience. It’s making sure project data isn’t trapped behind it.

We go deeper on this here: taskray.com/headless-project-management

10/12/2026

AI agents don’t fix messy delivery data.

They expose it faster.

Bad data used to mean a confusing dashboard. Now it means an agent confidently generating a wrong answer and handing it to a customer-facing team member who has no reason to doubt it.

That’s why the biggest AI agent deployments on Salesforce are also data platform deployments.

An agent asked to summarize project risk needs clean, governed access to what’s late, what’s blocked, who owns what, and what changed. If the data foundation is weak, the agent is guessing.

The capability of the agent didn’t change. The quality of what it was reading did.

We go deeper on this here: taskray.com/ai-agent-salesforce-data-quality

09/24/2026

What does it actually look like to “just ask TaskRay”?

Now you can see TaskRay MCP in action: youtube.com/watch?v=e_udXal29mI

Get a glimpse of how TaskRay MCP gives your AI assistant a governed way to reach into TaskRay, understand live project work, and help you move faster.

Ask for a project status. See what’s blocked. Pull your tasks. Get the context you need without clicking through every tab.

Same TaskRay data. Same Salesforce permissions. Same audit trail.

Just a faster way to understand what’s happening and get back to delivering for the customer.

TaskRay MCP is now in beta. Register for the beta here: taskray.com/mcp/ -form

09/21/2026

Choosing a Salesforce project management tool isn’t just about features.

It’s about where your delivery data lives, who can see it, and how much friction sits between “deal closed” and “work started.”

That’s where visibility breaks. Handoffs get missed. Customers go quiet. Leadership loses the thread.

We did the research for you and outlined the 10 best project management solutions here: taskray.com/10-best-project-management-software-for-salesforce

09/11/2026

Every ops leader is asking the same AI question right now:

Build agents, buy them, or find something in between?

Building gives you control, but the maintenance burden doesn’t end after launch. Buying gets you live faster, but trust, integration, and governance still matter.

And build-with offers a middle path: custom agents without creating a permanent internal maintenance burden.

The teams getting this right aren’t chasing the fanciest agent. They’re matching the path to their workflows, resources, data, and risk tolerance.

We go deeper on the real cost of build vs. buy here: taskray.com/build-vs-buy-the-real-cost-of-ai-agents

09/09/2026

As Fiix Software’s implementations evolved from one-week onsite engagements to complex, multi-month remote projects, spreadsheets and daily summary emails could no longer keep up. Limited visibility made it difficult to track progress, balance consultant workloads, and deliver a consistent customer experience.

With TaskRay, Fiix built a structured, scalable implementation process with standardized templates, centralized project visibility, and better resource management.

The results?

- Structured delivery supporting a 94% customer renewal rate
- 99.9% of projects launched in under two minutes
- Project visibility improved to 10/10
- More consistent onboarding across complex remote implementations

“TaskRay has helped us improve scheduling, create consistency through templates, and gain full visibility into our projects—things we simply didn’t have before.”
— Steve Ricard, Senior Implementation Consulting Manager, Fiix Software

👉 Read the full story: taskray.com/customer-story/fiix-software-builds-a-scalable-implementation-process-with-full-project-visibility-using-taskray

09/02/2026

Customer delivery runs on coordination.

Status updates. Risk checks. Client questions. Handoffs. PMs spend hours assembling context before they can actually act on it.

AI agents change that.

Not by replacing project managers, but by handling the coordination layer: drafting updates, surfacing risk, routing signals, and answering routine questions from governed delivery data.

The real advantage isn’t the model. It’s the foundation underneath it.

We go deeper on this here: https://taskray.com/ai-agents-customer-delivery-work

08/27/2026

Before you can deliver for a customer, you have to know where things stand.

What’s done. What’s blocked. What’s due next.

That context already lives in TaskRay. Now, with TaskRay MCP in beta, your AI assistant can reach it safely and take action.

Ask for a project status. Pull your tasks. Create a project from a template. Prep for a customer call.

Same TaskRay data. Same Salesforce permissions. Same audit trail.

You get better outcomes when you run your projects where you want to work.

Just ask TaskRay.

Learn more and register for beta details here: taskray.com/introducing-taskray-mcp

08/19/2026

Every team plugging AI agents into Salesforce is solving the same problem right now: how does an agent know what it's allowed to touch?

Most answers today are one-off. A script for this agent, a middleware layer for that use case. It works in a demo. It breaks the first time your data model changes or a new agent vendor shows up wanting its own connector.

That's not an AI problem. It's an integration problem wearing an AI costume.

The teams that get ahead of this aren't building smarter agents. They're building governed access once, so every future agent can use it.

We go deeper on this here: https://taskray.com/mcp-salesforce-project-management

08/06/2026

Every onboarding team has a version of this problem: the best project plan lives in one person's head or in a doc no one updates.

A new customer comes in, someone recreates the plan from scratch, and small details get missed. Multiply that across dozens of onboarding projects a quarter, and the inconsistency shows up in your CSAT scores.

Template Sync fixes the root cause, not the symptom. Build one project template, sync updates across every active project using it, and every implementation specialist works from the same current playbook.

Consistency isn't about control. It's about making sure quality doesn't depend on who happens to be running the project.

How much of your onboarding quality still depends on tribal knowledge?

Learn more about TaskRay’s Template Sync: https://taskray.com/feature/template-sync

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