TaskRay’s External Collaboration Features Overview

Summary

TaskRay has enhanced its External Collaboration features, offering more tools, options, and flexibility for collaborating with customers through views, assignments, notifications, file sharing, and more. The updated suite provides customization and scalability for businesses of any size, industry, or regulatory requirement. Key benefits include:

• ​Increased time-to-value: External stakeholders become active project participants, improving efficiency and accountability.
• ​Enhanced visibility: Customers can track project progress in real-time, increasing transparency and confidence.
• ​Improved internal efficiency: Internal teams spend less time updating customers on project status.
• ​Greater accountability: Assignments and notifications keep projects moving forward.
• ​Industry regulation adherence: All data is stored within Salesforce, supporting security and regulatory compliance.

New Feature: Collaboration Hub

Collaboration Hub is a new feature and license type that gives external stakeholders full access to TaskRay, enabling them to manage their assigned project work. It's designed for businesses needing significant customer involvement, especially in industries with strict security or regulatory requirements (e.g., healthcare, financial services, real estate, tech).

Key aspects of Collaboration Hub:

• ​Easy setup, allowing external access with minimal administrator support.
• ​Secure, on-platform, and fully customizable with user management, access levels, and monitoring capabilities.
• ​Similar to Salesforce Digital Experiences for file sharing and task management, but without the associated costs or need for development resources.
• ​Ensures all data remains securely within Salesforce to meet security and regulatory needs.
• ​Quick adjustments to access levels and settings.
• ​Customizable collaborative workflows using features like Chatter, Files, Time Tracking, or advanced customizations.
• ​Branding options for portal pages and notifications.

Existing Features (with updated names)

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  Collaboration View (formerly Public Dashboard):

  • ​Provides a read-only view of project insights, such as plans and task statuses.
  • ​Ideal for businesses that want to share project progress without requiring external stakeholder task involvement or security requirements.
  • ​Includes Plan View, Insights Tab, and customizable notifications with company branding.
  • ​Offers real-time project visibility, reducing the need for manual reports or frequent status meetings.
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  Collaboration Connect (formerly External Ownership & Completion):

  • ​Allows assignment and completion of tasks via email by external partners.
  • ​Drives accountability and enables project managers to monitor and approve task completion.
  • ​Suitable for organizations needing light task involvement from external stakeholders.
  • ​Pairs well with Collaboration View for simple task completion and project status visibility.
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  Collaboration Experience:

  • ​The most comprehensive external collaboration option, similar to Premium Community licenses.
  • ​Provides secure, on-platform access to both TaskRay and Salesforce capabilities.
  • ​Available in Standard and Premium editions with Collaboration Experience licensing.
  • ​Designed for complex workflows requiring heavy external stakeholder involvement, strict security/compliance, and end-to-end workflows using TaskRay and other Salesforce products/integrations.

TaskRay's External Collaboration suite is designed to align projects, teams, and customer accounts for a seamless experience. For more information or to discuss which option is best for your needs, contact your CSM or email support@taskray.com.