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An External View into Your Project’s Lifecycle

Providing Greater Transparency for Happier Customers
The Collaboration View grants easy read-only access to TaskRay project plans for anyone who doesn’t have a TaskRay license. When used in conjunction with the Collaboration Connect feature, a user can also view their assigned tasks via an auto-generated dashboard link.
Available with
Standard, Premium
Plans
Collaboration View

A Seamless Way to Engage Every Project Team Member

Project managers can customize what info they’d like to share with non-TaskRay users without the cost of additional licenses

Share the Info You Want, and Nothing You Don’t

  • A view of the overall project plan
  • Team and/or individual to-do lists
  • Some or all parent projects as well as some or all of their individual subprojects
  • A project snapshot via Project Insights
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.

Customize and Control Project Insights Shared with External Stakeholders

Best for

Project Managers
Customers
Executives
Internal Teams

Greater Transparency

Collaboration View allows your customers to track project progress and stay on top of tasks assigned to them without the need for additional meetings or email check-ins

Complete Control Over Shared Info

Easily mark tasks as internal only, control field-level security through permission sets or profiles of individual users, and easily remove access with a single click

Customizable for Brand Fluidity

Share and send updates, info, and more from TaskRay to your customers using your brand’s colors and logos for a seamless experience

Easily Identify Delays

Quickly spot and resolve bottlenecks or incomplete tasks on the customer side for smoother and faster project completion

Less Tools, More Value

Collaboration View reduces the number of disparate tools used by both external and internal teams, streamlining processes and creating a single source of truth

Enhanced Customer Engagement

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

Relevant Resources

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
Tips & Tricks: Collaboration View

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

Read more

Visit Our Knowledgebase

Our help documentation is a great resource for getting to know TaskRay features. 
Learn more about Collaboration View
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