TaskRay vs. Smartsheet platform: Comparing Best Project Management Solutions 2026

Overview: TaskRay and Smartsheet platform as Project Management Category solutions.

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.

Smartsheet platform: Smartsheet offers flexible, enterprise-grade features for effective end-to-end work management. Users can plan, track, and manage projects seamlessly.

This comparison of TaskRay vs. Smartsheet platform draws on 1304 Cuspera insights from customer stories. The use cases and topics below show where the two products overlap and where each one stands apart.

Both TaskRay and Smartsheet platform are commonly chosen for Project milestone tracking and reporting, Cross-departmental project tracking.

TaskRay also supports Customer onboarding process automation, Project management for implementation teams, Customer onboarding workflow management, Client onboarding process automation, etc.

Smartsheet platform also supports Digital asset management for marketing, Project management standardization, Project portfolio management, Project lifecycle management, etc.

Evidence shows that both products are used for Project management, Compliance management, Resource planning, Resource allocation.

TaskRay also covers Customer onboarding, Professional services operations, Patient experience, Workflow management, etc.

Smartsheet platform also covers Workforce management, Workflow automation, Collaboration, Event management, etc.

Top use cases: TaskRay vs Smartsheet platform

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

TaskRay
Smartsheet platform
Shared by both · Use cases
TaskRay Smartsheet platform

Top Capabilities: TaskRay vs Smartsheet platform

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

TaskRay
Shared
Smartsheet platform
Shared by both · Topics
TaskRay only
Smartsheet platform only

Deployed Industries: TaskRay vs Smartsheet platform

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

TaskRay
Shared
Smartsheet platform
Shared by both · Industries
TaskRay only
Smartsheet platform only

Deployed Market Segments: TaskRay vs Smartsheet platform

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

TaskRay 100%
Smartsheet platform 100%

TaskRay and Smartsheet platform: Best activities based on customer satisfaction

TaskRay in Action: Unique Activities

What makes TaskRay ideal for 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.
"...If you have customers you sell to using Salesforce, TaskRay help get them onboarded faster and more efficiently...." Peer review from Bracket Labs
What makes TaskRay ideal for Helpdesk Management?
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.
"...Access to a Dedicated Customer Success Manager helps ensure you maximize your investment in TaskRay. Premium. ..." Product: Editions & Pricing

Smartsheet platform in Action: Unique Activities

How can Smartsheet platform optimize your Collaboration Workflow?
The platform facilitates collaboration by enabling teams to work together on sheets, view notifications and dashboards, and capture images and barcodes. It also supports content collaboration and synchronizes data across various business platforms. The platform empowers teams to work together effectively by providing real-time visibility into critical business systems.
"...Collaborate on sheets, view notifications and dashboards, capture images and barcodes, and view your project timeline on the go. ..." Smartsheet Platform
What solutions does Smartsheet platform provide for Workflow Management?
The platform enables workflow management by connecting processes across different departments. Users can visualize workflow progress through dashboards and reports. Automation features allow for streamlining tasks and capturing data through forms.
"...Streamline and connect workflows across silos, and see real-time status in dashboards and reports that anyone can build without technical support...." Smartsheet Platform

News

Latest Smartsheet platform news

Smartsheet Webhooks Just Got a Volume Knob

Smartsheet has enhanced its webhook functionality, allowing users to filter specific events rather than receiving all notifications. This update reduces unnecessary data processing and improves efficiency for developers integrating with Smartsheet. The change also removes previous size limitations on large sheets, enabling more scalable solutions.

10/08/2026 - source