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 truly 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, and you’ll spend less time on project updates—and more on what matters.
Available with
Premium, Standard, Collaboration Hub License
Plans
collaboration experience main
collaboration min
Collaboration Experience

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

  • Have mature and/or complicated processes requiring extensive stakeholder involvement (10+ tasks per month)
  • Are current Digital Experiences users—or that 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
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
jason washburn
A MUST for any Project Management on Salesforce! TaskRay finds a way to fuse simple checklist / GTD, Agile, and Waterfall project management in one tool. I have been involved in Project Management for over a decade and it is hard to find a tool that does any one of these three methodologies well, and TaskRay executes all three interchangeably with excellence.
Jason Washburn
Founder at Agility Academy
case thompson
Great Tool for Project Management with A Great Product Support Team! TaskRay is easily customizable and excellent for our user requirements and differing project types. We use it to manage our client projects and also for internal performance management and goal tracking.
Case Thompson
Sr. Property Transitions Coordinator at Greystar

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

Visit Our Knowledgebase

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

Want to see TaskRay in action?

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