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
ariana zamora
TaskRay has been great for our company. Before we spent our time in meetings with clients and internal stakeholders to figure out where we were in projects based on data that was manually inputted every day in sheets. Now we are able to create templates, clone, and simply add time to projects with the ability to pull Salesforce reports and share public dashboard links with our clients.
Ariana Zamora
Senior Operations Analyst at 1upHealth
tim brevart
I work for a Salesforce Partner and have recommended TaskRay to almost every client who has a need for an Salesforce-native project management solution. Out of box, there are a number of automated features that clients can immediately leverage with minimal configuration required. The team at TaskRay is fantastic as well.
Tim Brevart
Enterprise Architect at NBCU
Taskray is the best combo of so many different tools. I love all the different views available within Taskray. The ability to have external users participate in a Taskray project and how easy it is to navigate the system.
Katie Dickinson
Operations Process Analyst at Whim Hospitality

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

Visit Our Knowledgebase

Our help documentation is a great resource for getting to know TaskRay features. 
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Request a one-on-one demo with our solution engineering team.
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