# TaskRay: Agentic Project Management in Salesforce

> Salesforce\-native project management built for the agentic era\. Plan projects, manage resources, and deliver onboarding faster with agents\.

Generated by Yoast SEO v28.7, this is an llms.txt file, meant for consumption by LLMs.

## Pages
- [About Us](https://taskray.com/about-us/)
- [Product Overview](https://taskray.com/product-overview/)
- [Project Management for Agentforce](https://taskray.com/taskray-agentforce/)
- [TaskRay Agents: AI Agents for Salesforce Delivery Teams](https://taskray.com/agents/)
- [Home page](https://taskray.com/)

## Posts
- [Why the Biggest AI Agent Deployments on Salesforce Are Also Data Platform Deployments](https://taskray.com/ai-agent-salesforce-data-quality/)
- [The Project Portfolio Health Dashboard Playbook: Build One Live View of Delivery, Resources, and Revenue](https://taskray.com/project-portfolio-health-dashboard-playbook/)
- [10 Best Project Management Tools That Work with Salesforce \(2026 Guide\)](https://taskray.com/10-best-project-management-software-for-salesforce/)
- [Build vs\. Buy: The Real Cost of AI Agents](https://taskray.com/build-vs-buy-the-real-cost-of-ai-agents/)
- [How AI Agents Will Change Customer Delivery Work](https://taskray.com/ai-agents-customer-delivery-work/)

## Customer Stories
- [Fiix Software builds a scalable implementation process with full project visibility using TaskRay](https://taskray.com/customer-story/fiix-software-builds-a-scalable-implementation-process-with-full-project-visibility-using-taskray/)
- [Scaling Efficiently: How Venture Solar Grew Project Volume 4x Without Adding Headcount](https://taskray.com/customer-story/scaling-efficiently-how-venture-solar-grew-project-volume-4x-without-adding-headcount/): Over 5\+ years using TaskRay, Venture Solar has quadrupled project volume while streamlining operations and keeping overhead in check\.
- [Butler University Expands TaskRay Across Multiple Departments, Driving Efficiency with Intuitive UX and Powerful Reporting](https://taskray.com/customer-story/butler-university-expands-taskray-across-multiple-departments-driving-efficiency-with-intuitive-ux-and-powerful-reporting/): With TaskRay, Butler University now completes up to 95% of IT projects in a centralized system, improving tracking, reporting for leadership, and driving adoption across other departments like facilities and HR\.
- [MCG Health’s Project Efficiency and NPS Improvement Supercharges Business](https://taskray.com/customer-story/why-mcg-health-loves-taskray/): Project centralization and collaboration allow for more projects completed
- [FieldEdge dramatically cuts their go\-live time by nearly 40%](https://taskray.com/customer-story/fieldedge-dramatically-cuts-their-go-live-time-by-nearly-40/): ​​Since switching to TaskRay, FieldEdge by Xplor has reduced the time to go\-live by 40\-50 days, doubled the number of accounts each implementation specialist can take on, and improved customer satisfaction scores

## Ebooks
- [The Executive Guide to Customer Success](https://taskray.com/ebook/learn-how-onboarding-drives-business-outcomes-executive-guide-to-customer-onboarding/)
- [The Keys to High\-Touch Onboarding Success](https://taskray.com/ebook/the-keys-to-high-touch-onboarding-success/)
- [Structuring Incentives for Customer Success](https://taskray.com/ebook/structuring-incentives-for-customer-success/)
- [The Three Biggest Mistakes in Customer Onboarding\. And How to Avoid Them](https://taskray.com/ebook/three-biggest-mistakes-in-customer-onboarding/)
- [Perfecting the Handoffs from Sales](https://taskray.com/ebook/ebook-perfecting-internal-handoffs/)

## Playbook
- [Reporting On Post\-Sale Metrics](https://taskray.com/plays/reporting-on-post-sale-metrics/)
- [Map Your New\-Customer Journey](https://taskray.com/plays/map-your-new-customer-journey/)
- [Launch Paid Post\-Sale Programs](https://taskray.com/plays/launch-paid-post-sale-programs/)
- [Get Started with Tech\-Touch Onboarding](https://taskray.com/plays/get-started-with-tech-touch-onboarding/)
- [Developing Customer Champions](https://taskray.com/plays/developing-customer-champions/)

## Webinars
- [A Closer Look At TaskRay: Demo Webinar](https://taskray.com/webinar/product-demo-webinar/)
- [Accelerate Revenue Through Connected Enterprise Delivery](https://taskray.com/webinar/taskray-premium-enterprise-delivery-demo/)
- [Resource Management That Drives On\-Time Delivery](https://taskray.com/webinar/resource-management-that-drives-on-time-delivery/): Projects move faster when the right people are on the right work at the right time\. Join us to see how TaskRay’s Resource Management tools help teams plan with confidence, balance workloads, and deliver on time—without adding heavy process or complexity\.
- [Customer Re\-Onboarding: How to Keep Your Customers Coming Back for More](https://taskray.com/webinar/customer-re-onboarding-how-to-keep-your-customers-coming-back-for-more/): Looking to grow your business without breaking the bank on customer acquisition? Customer re\-onboarding might be your answer\. 
- [Feature Focus \- Collaboration View](https://taskray.com/webinar/feature-focus-collaboration-view/): Want to give your stakeholders better visibility into your projects? Get tips and tricks on using Collaboration View effectively\.

## Categories
- [Customer Onboarding](https://taskray.com/category/use-case/customer-onboarding/)
- [Product](https://taskray.com/category/product/)
- [On Demand](https://taskray.com/category/resources/webinars-and-events/on-demand/)
- [Project Management](https://taskray.com/category/use-case/project-management/)
- [Company News](https://taskray.com/category/company-news/)

## Tags
- [Product](https://taskray.com/tag/product/)
- [TaskRay Tips](https://taskray.com/tag/taskray-tips/)
- [Customer Success](https://taskray.com/tag/customer-success/)
- [Onboarding Strategies](https://taskray.com/tag/onboarding-strategies/)
- [Customer Onboarding](https://taskray.com/tag/customer-onboarding/)

## Optional
- [Sitemap index](https://taskray.com/sitemap_index.xml)