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Collaborating with Clients Has Never Been Easier

Get Everybody Working Together, All in TaskRay
Collaboration Hub is designed for businesses of all sizes that need to work closely with their customers on projects, as well as for those in industries with strict regulatory requirements–think financial services, healthcare, or real estate, just to name a few. If you have a high volume or frequency of external assignments, stringent security needs, and/or don’t have the budget or the need for Salesforce’s Digital Experiences, you’ve come to the right place.
Available with
Standard, Premium, Collaboration Hub License
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improved collaboration
Collaboration Hub

Fully Integrate Your Customers Into their Onboarding Journey

Collaboration Hub empowers your external partners through true task ownership, meaning projects progress easier and more efficiently. For your internal teams, Collaboration Hub helps everyone stay aligned across every project, team, and customer account for a truly seamless experience.

A Secure, On-Platform Collaborative Experience

  • Allowing customers to complete tasks and update progress directly in TaskRay
  • Providing a variety of ways to collaborate including through views, assignments, notifications, file sharing, and more
  • Keeping all your valuable data within Salesforce
  • Offering customizable access for all your external stakeholders
  • Making initial setup and configuration quick and painless
  • Enabling you to completely customize your workflows
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.
Explore Collaboration Hub - 30-day Trial
See how Collaboration Hub can accelerate your project success and improve customer experiences with our free 30-day trial.
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Your Fully-Customizable, Collaborative Homebase

Best for

Project Managers
Executives
End Customers

Boost Efficiency & Speed-To-Value

Support best practices, faster time-to-revenue, and greater customer satisfaction

Strict Security Requirements? No Problem

With all valuable data stored directly in Salesforce, collaboration in highly regulated industries is safe & secure

Centralized Communication = Greater Visibility

Attributes make team-building easy and efficient, resulting in more time and mental bandwidth for higher priorities

Sanity-Saving Setup & Maintenance

Easy configuration and maintenance that can be handled by project managers drastically reduces administrative burden

Collaborate Your Way

Every business and every project is different, and Collaboration Hub lets you customize exactly how you work with your external partners

Enhanced Customer Engagement

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

Relevant Resources

June 2024 Release – Meet Collaboration Hub

The June 2024 Release levels up our external collaboration capabilities with Collaboration Hub—here to help you stay aligned across projects, teams, and customer accounts for a seamless experience.

Read more
Get to Know TaskRay’s External Collaboration Features

Learn how we’re enhancing TaskRay’s External Collaboration feature to give you more tools, options, and flexibility to collaborate with your customers exactly how you need to through views, assignments, notifications, file sharing, and more.

Read more

Visit Our Knowledgebase

Our help documentation is a great resource for getting to know TaskRay features. 
Get started with Collaboration Hub
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