Collaborate Securely with Clients Using TaskRay's Hub
TaskRay's Collaboration Hub is a secure, customizable add-on for Premium, Standard, and Collaboration Hub license plans that enables businesses—especially those in regulated industries—to seamlessly integrate clients into project workflows by allowing task ownership, real-time updates, file sharing, and notifications directly within Salesforce, thereby enhancing collaboration, efficiency, and alignment across teams and external partners without requiring costly digital experience platforms.
Collaborating with Clients Has Never Been Easier
Get Everybody Working Together, All in TaskRay
Collaboration Hub is designed for businesses of all sizes that need to work closely with their customers on projects, as well as for those in industries with strict regulatory requirements—such as financial services, healthcare, or real estate. If you have a high volume or frequency of external assignments, stringent security needs, and/or don’t have the budget or the need for Salesforce’s Digital Experiences, Collaboration Hub is a suitable solution.
Available as Add-On for:
- Premium, Standard, Collaboration Hub License Plans
Fully Integrate Your Customers Into their Onboarding Journey
Collaboration Hub empowers your external partners through true task ownership, making project progress easier and more efficient. For internal teams, it helps everyone stay aligned across every project, team, and customer account for a seamless experience.
A Secure, On-Platform Collaborative Experience
- Allow customers to complete tasks and update progress directly in TaskRay
- Provide a variety of ways to collaborate, including views, assignments, notifications, file sharing, and more
- Keep all valuable data within Salesforce
- Offer customizable access for all external stakeholders
- Make initial setup and configuration quick and painless
- Enable complete customization of workflows
One of TaskRay’s biggest strengths is its flexibility—it adapts to our workflows rather than forcing us to change how we operate. If you’re looking for a project management solution that scales with your business and delivers real results, TaskRay is the way to go!
— Melanie Duke, Director of Business Process Development at TurnKey Marketing
TaskRay has streamlined our project management and operations, boosting efficiency and collaboration. Integrating TaskRay with tools like Formstack and FilePulse 360 has further simplified client onboarding and improved team coordination.
— Marissa Lambrecht, Operations Team Lead at Appluent
TaskRay has played a key role in the growth of our Marketing Team. As our team really evolved, the tool evolved with us. It's setup in such a way where the changes were easy to make and quick to roll out. And if there was ever a question, the support is second to none.
— Heather Shafland, Business Process Manager at CyberPower Systems USA, Inc.
Explore Collaboration Hub - 30-day Trial
See how Collaboration Hub can accelerate your project success and improve customer experiences with a free 30-day trial.
Your Fully-Customizable, Collaborative Homebase
Best for:
- Project Managers
- Executives
- End Customers
Boost Efficiency & Speed-To-Value
- Support best practices, faster time-to-revenue, and greater customer satisfaction
Strict Security Requirements? No Problem
- With all valuable data stored directly in Salesforce, collaboration in highly regulated industries is safe & secure
Centralized Communication = Greater Visibility
- Attributes make team-building easy and efficient, resulting in more time and mental bandwidth for higher priorities
Sanity-Saving Setup & Maintenance
- Easy configuration and maintenance that can be handled by project managers drastically reduces administrative burden
Collaborate Your Way
- Every business and every project is different, and Collaboration Hub lets you customize exactly how you work with your external partners
Enhanced Customer Engagement
- Improve customer engagement by providing a transparent, controlled, and branded project management experience, enhancing trust and satisfaction.
Relevant Resources
June 2024 Release – Meet Collaboration Hub
The June 2024 Release levels up external collaboration capabilities with Collaboration Hub—helping you stay aligned across projects, teams, and customer accounts for a seamless experience.
Get to Know TaskRay’s External Collaboration Features
Learn how TaskRay’s External Collaboration feature gives you more tools, options, and flexibility to collaborate with your customers through views, assignments, notifications, file sharing, and more.
Visit Our Knowledgebase
Our help documentation is a great resource for getting to know TaskRay features.
Learn more about Collaboration Hub
Want to see TaskRay in action?
Request a one-on-one demo with the solution engineering team.