Case Study · 2024 — Present
TaskRay
TaskRay brings resource and project management natively into Salesforce. As product designer, I design the tools that match the right people to the right work — capacity planning, a configuration hub for skills and roles, and flexible ways to see a project through to done.
2024 — Present
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The Product
Professional-services teams live in Salesforce, but staffing and delivery too often happen in spreadsheets alongside it. TaskRay closes that gap — planning capacity, describing people by their real skills, and running the delivery work, all on the same platform where the customer record already lives.
Focus areas
- Resource capacity & planning
- A skills & roles configuration model
- Kanban, rows, and Gantt project views
- Native Salesforce Lightning patterns
The Work
Configuration Hub
- A shared taxonomy of skills, software, and languages
- Attributes inherited from a role, or assigned per person
- Search-to-assign keeps large skill sets manageable
The hub is the quiet backbone of matching — if the attributes are wrong, every downstream recommendation is wrong too. Getting the model right mattered more than any single screen.
Ways to See the Work
- Gantt for dependencies and timeline
- Kanban for flow and daily standups
- Rows for date-driven, list-style triage
Different roles need different lenses on the same plan, so the views share one data model and let people choose how they want to work.
More from the Product
A wider look across projects and interactions.
