TaskRay’s Collaboration Hub helps teams bring customers, partners, and vendors directly into project delivery inside TaskRay, so collaboration doesn’t get lost across email, docs, and disconnected tools. By centralizing external work in a secure, Salesforce-native environment, teams gain clearer ownership, better visibility, fewer follow-ups, and a smoother path to keeping complex projects on track.
Modern project delivery depends on more than internal teams. Customers, partners, vendors, and consultants all play a role in getting work across the finish line.
But most external collaboration still happens through email, spreadsheets, shared docs, and disconnected tools. That creates delays, scattered communication, and constant status chasing for project teams.
TaskRay’s Collaboration Hub changes that by bringing external stakeholders directly into project delivery inside TaskRay. Instead of managing collaboration around the project, teams can collaborate within it, giving everyone a clearer, more connected way to work together.
The same breakdown happens in customer onboarding. An onboarding team needs the customer to complete a few key steps: submit documentation, confirm requirements, review a timeline, approve a milestone, attend training, or provide technical access.
None of this is complicated on its own. But when every step is handled over email, small things start to slip.
A customer misses a request because it was buried in a long thread. A document is submitted, but not to the right person. A requirement is confirmed verbally but never recorded in the project. A deadline moves, but the customer is still looking at an outdated timeline. The onboarding specialist sends another “just checking in” message.
Then another. Then another.
Instead of moving the project forward, teams spend their time asking for updates, confirming what happened, searching for files, and trying to understand what’s still outstanding. That’s not just inefficient. It affects time-to-value, customer confidence, and the overall delivery experience.
To fix that, external work needs to move out of scattered tools and back into the project itself.
Collaboration Hub gives external stakeholders a place to participate in the project directly through TaskRay.
Instead of sending project work out into disconnected tools, you bring the right external people into a controlled collaboration experience connected to the project itself.
The project becomes the shared workspace.
That does not mean everyone sees everything. Collaboration Hub gives teams the ability to involve external stakeholders while still controlling what is visible and relevant to them. Internal work can stay internal. External collaborators see what they need to act on, contribute to, or understand.
Once external work is connected to the project, the next challenge becomes making sure everyone knows exactly what they own.
Collaboration Hub gives customers, partners, vendors, and consultants a secure place to participate in project work directly through TaskRay. Instead of pushing external work into email threads, shared docs, or disconnected tools, teams can bring the right people into the project process with clear ownership and controlled visibility.
That clarity matters across every type of external collaboration:
And because external collaboration is only as strong as the system it lives in, where that work happens matters just as much as how it happens. That’s where TaskRay’s Salesforce-native foundation becomes a major advantage.
Collaboration Hub is built directly into TaskRay, so external collaboration stays connected to the project delivery process, not separated into another tool.
Because TaskRay is Salesforce-native, project work remains tied to customer data, reporting, workflows, and the governance structure your business already relies on. That means fewer disconnected systems, better visibility across teams, and more control over how external stakeholders participate.
Instead of managing sensitive project work through email threads or standalone platforms, teams can collaborate in a more secure, structured environment backed by Salesforce permissions, security, and data management.
When collaboration, customer data, and project work all live in the same ecosystem, external participation becomes easier to manage and easier to trust.
Your team may already have strong internal processes. Your templates may be dialed in. Your project plans may be well structured. Your internal team may know exactly what needs to happen.
But if the work depends on external stakeholders and those stakeholders collaborate through disconnected tools, the process remains vulnerable.
Collaboration Hub helps close that gap by bringing external collaboration into the same place where project delivery is managed, in TaskRay.
So partners can participate. Customers can take action. Vendors can stay aligned. And internal teams can keep projects moving with confidence.
Want to explore Collaboration Hub? Let’s bring your customers, partners, and project teams together with TaskRay. Book some time to chat.
