Collaboration View: External Project Transparency and Control
The Collaboration View feature in TaskRay enables project managers to provide customizable, license-free transparency and control over project plans, tasks, and insights to external stakeholders without Salesforce access, enhancing engagement and collaboration throughout the project lifecycle.
An External View into Your Project’s Lifecycle
Providing Greater Transparency for Happier Customers
The Collaboration Connect feature allows TaskRay tasks to be assigned to and completed by project stakeholders who don’t have access to the Salesforce org or TaskRay. When used in conjunction with Collaboration View, a project manager can engage and update those external stakeholders without incurring additional license costs or training.
A Seamless Way to Engage Every Project Team Member
Project managers can customize what info they’d like to share with non-TaskRay users without the cost of additional licenses.
Share the Info You Want, and Nothing You Don’t
- A view of the overall project plan
- Team and/or individual to-do lists
- Some or all parent projects as well as some or all of their individual subprojects
- A project snapshot via Project Insights
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.
Customize and Control Project Insights Shared with External Stakeholders
Best for
- Project Managers
- Customers
- Executives
- Internal Teams
Greater Transparency
Collaboration View allows your customers to track project progress and stay on top of tasks assigned to them without the need for additional meetings or email check-ins.
Complete Control Over Shared Info
Easily mark tasks as internal only, control field-level security through permission sets or profiles of individual users, and easily remove access with a single click.
Customizable for Brand Fluidity
Share and send updates, info, and more from TaskRay to your customers using your brand’s colors and logos for a seamless experience.
Easily Identify Delays
Quickly spot and resolve bottlenecks or incomplete tasks on the customer side for smoother and faster project completion.
Less Tools, More Value
Collaboration View reduces the number of disparate tools used by both external and internal teams, streamlining processes and creating a single source of truth.
Enhanced Customer Engagement
Improve customer engagement by providing a transparent, controlled, and branded project management experience, enhancing trust and satisfaction.