On-Platform Access to TaskRay & Salesforce for Partners

Complete, On-Platform Access to TaskRay and Salesforce for Your Outside Partners

Helping You Work Together Effortlessly

Collaboration Experience combines the powers of TaskRay and Salesforce Digital Experiences to help you partner with your clients for comprehensive and seamless project management. Collaborate easier with centralized communication and file sharing, ensure compliance by keeping all data within Salesforce, and easily merge with other Salesforce Clouds and integrations. Complex projects will move faster and easier with direct involvement from your external stakeholders, allowing you to spend less time on project updates and more on what matters.

Available as Add-On for: Premium, Standard, Collaboration Hub License Plans

Supporting True End-to-End Workflows

Collaboration Experience builds on the powers of Collaboration Hub by combining it with complete Digital Experiences access, and is designed for businesses with complex needs.

A Fully-Integrated TaskRay and Digital Experiences Solution

This solution is ideal for organizations that:

• ​Have mature and/or complicated processes requiring extensive stakeholder involvement (10+ tasks per month)
• ​Are current Digital Experiences users—or plan to implement
• ​Have the budget and resources to build and manage Experience sites
• ​Require integration with other Salesforce products
• ​Are in industries with strict compliance needs

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.

Frequently Asked Questions

What is meant by Collaboration Experience in TaskRay — is this referring to UX, features, or overall workflow?

• ​Collaboration Experience refers to the overall way users interact, communicate, and work together within TaskRay. It includes the user experience, collaboration features, and workflows that make teamwork more efficient and connected.

How does TaskRay enhance the collaboration experience compared with standard Salesforce collaboration tools?

• ​TaskRay enhances collaboration by tying communication directly to projects, tasks, and timelines rather than keeping it separate from the work. This creates clearer context, reduces back-and-forth, and helps teams collaborate more effectively as projects move forward.

Are there templates or best‑practice settings for maximizing the collaboration experience?

• ​Yes, TaskRay includes templates and recommended best-practice settings designed to improve collaboration. These help teams get started quickly and follow proven workflows that encourage clear communication and alignment.

Can metrics be tracked for collaboration (e.g., response times, participant engagement, external guest activity?)

• ​Yes, collaboration metrics can be tracked to measure activity such as response times, engagement levels, and participation from internal or external users. These insights help teams understand how effectively people are collaborating and identify areas for improvement.

Your Secure Solution for Extensive External Stakeholder Collaboration

Best for

• ​Project Managers
• ​Executives
• ​End Customers

Create Comprehensive Workflows

Collaborate your way through a customizable combination of Salesforce integrations and TaskRay.

Airtight Security & Compliance

Easily adhere to stringent industry-specific security needs by keeping all data within Salesforce.

All Communication in One Place

Enhance visibility with centralized communication and file sharing right in TaskRay.

Effortless License Management

Easily assign and revoke license access within the on-platform License Management tool.

Painless Setup and Maintenance

Our quickstart package makes configuration and upkeep a breeze and takes the burden off of busy admins.

Enhanced Customer Engagement

Improve customer engagement by providing a transparent, controlled, and branded project management experience, enhancing trust and satisfaction.

Relevant Resources

Four Ways Collaboration Makes Your Business Better

Collaboration Hub is a brand-new feature and license type that gives external stakeholders full access to TaskRay, allowing them to manage their assigned project work.

Get to Know TaskRay’s External Collaboration Features

Learn how we’re enhancing TaskRay’s External Collaboration feature to give you more tools, options, and flexibility to collaborate with your customers exactly how you need to through views, assignments, notifications, file sharing, and more.

Visit Our Knowledgebase

Our help documentation is a great resource for getting to know TaskRay features.

Want to see TaskRay in action?

Request a one-on-one demo with our solution engineering team.

• ​Book a Demo
• ​Start a Free Trial