TaskRay vs. Autotask PSA: Comparing Best Project Management Solutions 2026

Overview: TaskRay and Autotask PSA as Project Management Category solutions.

TaskRay excels in training and onboarding with strong collaboration and helpdesk management capabilities, primarily serving large enterprises in the tech industry. Autotask PSA prioritizes workflow and contract management, catering to a broader range of enterprises, especially in IT services. Both products emphasize strong integration options, but TaskRay is more geared towards scaling best practices and improving ROI, whereas Autotask PSA focuses on increasing sales and enhancing customer relationships.

TaskRay: TaskRay is a comprehensive customer onboarding and project management app for Salesforce, offering a wide array of features. It is recognized for its robust functionality and extensive capabilities.

Autotask PSA: Autotask-PSA is a robust, cloud-based PSA platform by Datto. It offers IT professionals a unified view of their entire business operations.

Top use cases: TaskRay vs Autotask PSA

Use cases tied to TaskRay and Autotask PSA from verified data sources. Click any use case for supporting evidences.

TaskRay Autotask PSA

Top Capabilities: TaskRay vs Autotask PSA

Lengths: relative topic prominence (square-root scale) · Labels: comparison split. Click any item for supporting evidences.

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Deployed Industries: TaskRay vs Autotask PSA

Lengths: relative industry prominence (square-root scale) · Labels: comparison split. Click any item for supporting evidences.

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Deployed Market Segments: TaskRay vs Autotask PSA

Share of peer evidence by company size for TaskRay and Autotask PSA. Each product segments add up to 100%. Click any segment for supporting evidence.

TaskRay 100%
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TaskRay Autotask PSA
Key Capabilities Supported TaskRay offers training & onboarding and helpdesk management, catering to collaboration and workflow needs. → Autotask PSA empowers sales document and contract management with strong workflow capabilities. →
Business Goals TaskRay helps scale best practices, enhance customer relationships, and improve ROI. → Autotask PSA focuses on enhancing customer relationships and increasing sales & revenue. →
Core Features TaskRay boasts features like custom reports, data import, and analytics for seamless integration. → Autotask PSA provides custom reports, data import, and compliance, appealing to reporting needs. →
Vendor Support TaskRay offers comprehensive vendor support with 24/7 service and training & onboarding. → Autotask PSA provides robust vendor support with 24/7 service, including phone and chat support. →
Segments and Industries TaskRay serves mainly enterprise-level businesses in computer software and IT sectors. → Autotask PSA is used widely across various enterprises, notably in information technology services. →
Operational Alignment TaskRay integrates into workflows for enterprises, emphasizing tech industry needs. → Autotask PSA fits complex operations across larger enterprises, especially in IT environments. →
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Applying your context and needs changes the comparison

TaskRay and Autotask PSA: Best activities based on customer satisfaction

TaskRay in Action: Unique Activities

How efficiently Does TaskRay manage your Training & Onboarding?
TaskRay is a cloud-based solution that streamlines customer onboarding by providing project management and task assignment capabilities. It offers a full suite of features for onboarding, including templates and organizational tools. TaskRay's numerous options may make it difficult to establish consistent best practices and training for teams.
"...It is very cost effective and their development team is actively adding new functionality regularly...." Peer review by Rich Beliveau, Senior Success Manager, Selas Technologies
How efficiently Does TaskRay manage your Collaboration?
TaskRay enhances team productivity and efficiency by facilitating project collaboration through task organization, file sharing, and communication tools. The software allows users to assign tasks, track progress, and engage in discussions within a shared platform. TaskRay's capabilities are limited by its integration with Salesforce, requiring users to have an existing Salesforce account.
"...It's a simple platform to do collaborative project and task management...." Peer review by Executive Sponsor
How does TaskRay address your Helpdesk Management Challenges?
TaskRay provides customer success management to maximize user investment. Platinum support includes onboarding assistance. Platinum support also includes hands-on time from the support team for customizations and build-out.
"...Does Platinum Support include any hands-on time by your support team to help us build-out or customize TaskRay?..." Support Plans

Autotask PSA in Action: Unique Activities

How efficiently Does Autotask PSA manage your Workflow Management?
The system helps manage and track various business processes, including projects, contracts, sales, and client satisfaction. It offers automated workflows that streamline service delivery, saving time and increasing efficiency. However, some users have indicated that there is a learning curve associated with understanding how workflows operate.
"...It is very easy for me to create queues, workflow rules, and ticket categories...." Peer review by Jason S, Director Customer Success
How efficiently Does Autotask PSA manage your Contact List Management?
Autotask Psa allows you to manage contacts for various business needs. You can use it to track customer issues, manage billing and client requests, and assign tickets to companies. nAutotask Psa enables you to efficiently navigate and run reports after gaining experience. nHowever, the system has limitations in granular security that require assistance from an account manager.
"...It was used to keep track of client contact for sales efforts, also used by our purchasing and billing departments to charge clients for services, as well as a place for customers to submit requests for help, assistance, troubleshooting, etc...." Peer review by Zach Cooper, System Administrator, AdvancedMD
How efficiently Does Autotask PSA manage your Billing And Invoice Management?
Autotask provides tools for managing time, billing clients, and tracking projects. It includes features for project management, contract management, and creating invoices. However, it lacks the ability to manage invoices, contracts, or users directly.
"...It provides a complete all around tool to track our business processes; from ticketing, to time management, to invoicing, it does it all...." Peer review by Steven N, Director of Technical Services, Information Technology and Services

News

Latest Autotask PSA news

Kaseya launches Datto RMM updates at Connect Edge

Kaseya announced updates to Datto RMM, integrating FIPS 140-3 validated cryptography and native Apple MDM. These enhancements aim to improve compliance and simplify endpoint management for MSPs and IT teams. The updates, available from October 2026, provide centralized management for Apple devices and ensure compliance without compromising functionality.

01/09/2026 - source