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Foster Teamwork with External Stakeholders

Collaboration Has Never Been Easier
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 win-win!
Available with
Standard, Premium
Plans
collaboration min
Collaboration Connect

Assign Tasks and Check Their Status, No Meetings Required

With the Collaboration Connect feature, involving external stakeholders in a project has never been easier. With just the click of a button, TaskRay sends an email to your recipient who then has the power to view and update tasks assigned to them—all without needing to go into TaskRay themselves!

A Simple Way to Create More Project Accountability

  • Be assigned tasks
  • View a full list of their to-dos
  • Mark ‘complete’ or use a link to view a task on the dashboard within the email
  • Communicate with the project manager about a task through email replies
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
heather shafland
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.

Easily Communicate and Collaborate with External Teams

Best for

Project Managers
External Stakeholders
Executives

No Salesforce Community? No Problem!

If you’re not ready to invest in community licenses for Salesforce or TaskRay, this feature provides a middle ground where you can easily collaborate with clients or other external partners

Pinpoint Roadblocks

With task assignments coming from a central place, you’ll easily track task status and identify where, and with whom, tasks are blocked

Save Time and Money

No need to saddle your Salesforce admins with training temporary users on a new platform—and eliminate the cost of additional licenses

Bulk Updates, One Email

Who wants more emails? No one! Use Spreadsheet View to assign multiple tasks to an individual and notify them via a single email

All Communications, All in One Place

If documents, images, or other kinds of files are needed to complete a task, the external user can attach it right to the notification

Enhanced Customer Engagement

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

Relevant Resources

Feature Focus – Collaboration Connect

Assign your external stakeholders tasks within a project so everyone can stay on the same page throughout the project lifecycle.

Read more
Tips & Tricks: Collaboration Connect

Learn about Collaboration Connect in this installment of Tips & Tricks. You will learn best practices when it comes to implementing this great new feature as well as some cool ways to customize the notifications. Take external collaboration to the next level with Collaboration Connect.

Read more

Visit Our Knowledgebase

Our help documentation is a great resource for getting to know TaskRay features. 
Learn how to customize the Collaboration Connect flow
taskray features

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